Prospect Financial Services LLC Purchases in Q4 2024

Prospect Financial Services LLC

  • $183 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
51.9K
+ 75.0%
$74.68 - $81.45 $3.88M - $4.23M
121K $9.06B
BA
Boeing CO

Industrials
13.4K
+ 40.23%
$138.14 - $180.72 $1.86M - $2.43M
46.8K $8.29B
VCIT
Vanguard Intermediate Term Cor

ETFs
28.3K
+ 73.51%
$80.13 - $83.77 $2.27M - $2.37M
66.7K $5.36B
PLTR
Palantir Technologies Inc.

Technology
2.55K
+ 7.38%
$36.46 - $82.38 $92.8K - $210K
37K $2.8B
META
Meta Platforms, Inc.

Communication Services
2.06K
+ 54.43%
$554.08 - $632.68 $1.14M - $1.31M
5.86K $3.43B
FHLC
Fidelity Covington Tr Msci Hea

ETFs
17.9K
+ 250.35%
$64.85 - $73.04 $1.16M - $1.31M
25.1K $1.64B
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
56.4K
New
$19.47 - $20.95 $1.1M - $1.18M
56.4K $1.1B
TSLA
Tesla, Inc.

Consumer Cyclical
26
+ 0.35%
$213.65 - $479.86 $5.55K - $12.5K
7.5K $3.03B
AMZN
Amazon Com Inc

Consumer Cyclical
458
+ 1.59%
$180.88 - $232.93 $82.8K - $107K
29.3K $6.44B
GOOGL
Alphabet Inc.

Communication Services
257
+ 0.91%
$161.86 - $196.66 $41.6K - $50.5K
28.4K $5.37B
MSTR
Microstrategy Inc

Technology
1.95K
New
$162.69 - $473.83 $317K - $923K
1.95K $564M
Blackrock Inc
489
New
N/A
489 $501M
OXY
Occidental Petroleum Corp

Energy
9.61K
New
$45.36 - $55.91 $436K - $537K
9.61K $475M
VUG
Vanguard Growth ETF

ETFs
545
+ 6.65%
$378.79 - $428.11 $206K - $233K
8.75K $3.59B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
8.28K
New
$51.09 - $55.27 $423K - $458K
8.28K $423M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
4.39K
+ 19.21%
$72.18 - $81.41 $317K - $357K
27.2K $2.06B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
43.7K
+ 310.21%
$26.93 - $84.95 $1.18M - $3.71M
57.7K $1.58B
IWY
Ishares Tr Russell 200 Growth

ETFs
1.53K
New
$216.72 - $244.71 $331K - $374K
1.53K $359M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
2.59K
+ 77.28%
$134.53 - $150.65 $349K - $390K
5.95K $805M
MGK
Vanguard Mega Cap Growth ETF

ETFs
942
New
$316.94 - $357.88 $299K - $337K
942 $323M
XLV
Select Sector Spdr Fund Health

ETFs
3.26K
+ 42.08%
$136.28 - $154.74 $444K - $504K
11K $1.51B
SNOW
Snowflake Inc.

Technology
1.87K
New
$109.65 - $186.51 $205K - $348K
1.87K $288M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.55K
+ 33.15%
$113.92 - $127.38 $290K - $324K
10.2K $1.18B
VIG
Vanguard Dividend Appreciation

ETFs
1.61K
+ 7.29%
N/A
23.7K $4.64B
MGV
Vanguard Mega Cap Value

ETFs
2K
New
$124.06 - $133.48 $248K - $267K
2K $250M
SHOP
Shopify Inc.

Technology
1.44K
+ 40.16%
$78.14 - $119.49 $113K - $172K
5.03K $535M
SQ
Block, Inc.

Technology
2.48K
New
$65.06 - $98.92 $162K - $246K
2.48K $211M
ORCL
Oracle Corp

Technology
1.26K
New
$165.41 - $192.43 $208K - $241K
1.26K $209M
PANW
Palo Alto Networks Inc

Technology
1.13K
New
$181.96 - $405.9 $205K - $457K
1.13K $205M
CRWD
Crowd Strike Holdings, Inc.

Technology
240
+ 12.15%
$275.15 - $388.2 $66K - $93.2K
2.22K $758M
CRM
Salesforce, Inc.

Technology
607
New
$270.87 - $367.87 $164K - $223K
607 $203M
IWM
Ishares Russell 2000 ETF

ETFs
918
New
$216.13 - $242.4 $198K - $223K
918 $203M
SOFI
So Fi Technologies, Inc.

Financial Services
11.7K
New
$7.63 - $16.88 $89.3K - $197K
11.7K $180M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
246
+ 6.05%
$521.84 - $558.82 $128K - $137K
4.31K $2.32B
VTV
Vanguard Value ETF

ETFs
1.81K
+ 6.9%
$168.32 - $181.87 $305K - $330K
28.1K $4.75B
GRAB
Grab Holdings LTD

Technology
32.2K
+ 214.67%
$3.6 - $5.67 $116K - $183K
47.2K $223M
LCID
Lucid Group, Inc.

Consumer Cyclical
53K
New
$2.01 - $3.44 $106K - $182K
53K $160M
DIS
Walt Disney CO

Communication Services
389
+ 5.61%
$92.39 - $117.6 $35.9K - $45.7K
7.32K $815M
NFLX
Netflix Inc

Communication Services
46
+ 7.86%
$687.65 - $936.56 $31.6K - $43.1K
631 $562M
PFF
Ishares Trust Ishares Pfd And

ETFs
6.71K
+ 15.28%
$31.23 - $33.51 $209K - $225K
50.6K $1.59B
JD
Jd.Com, Inc.

Consumer Cyclical
4.21K
+ 62.47%
$33.35 - $47.1 $140K - $198K
10.9K $379M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
249
+ 51.34%
$442.29 - $483.08 $110K - $120K
734 $333M
COST
Costco Wholesale Corp

Consumer Defensive
69
+ 9.21%
$873.59 - $994.69 $60.3K - $68.6K
818 $749M
CPNG
Coupang, Inc.

Consumer Cyclical
4.65K
+ 51.75%
$21.98 - $26.89 $102K - $125K
13.6K $300M
SPY
Spdr S&P 500 ETF Trust

ETFs
85
+ 3.87%
$567.81 - $607.81 $48.3K - $51.7K
2.28K $1.34B
XLK
Technology Sector Spdr

ETFs
165
+ 3.49%
$220.26 - $241.44 $36.3K - $39.8K
4.89K $1.14B
VBK
Vanguard Small Cap Growth ETF

ETFs
160
+ 10.03%
$264.18 - $304.19 $42.3K - $48.7K
1.76K $491M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
152
+ 4.9%
$198.04 - $221.51 $30.1K - $33.7K
3.26K $685M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
384
+ 9.76%
$105.85 - $112.84 $40.6K - $43.3K
4.32K $476M
Activity Summary
Buys All Purchases 74 New Holdings 17 Increased Positions 57 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 1 Puts 0
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