Prosperity Consulting Group, LLC Purchases in Q4 2024

Prosperity Consulting Group, LLC

  • $1.31 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
737K
+ 214.32%
$26.93 - $84.95 $19.8M - $62.6M
1.08M $29.5M
NDAQ
Nasdaq, Inc.

Financial Services
3.88K
+ 10.68%
$70.87 - $83.05 $275K - $322K
40.2K $3.11M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
88.1K
+ 17.74%
$8.17 - $8.66 $720K - $763K
585K $4.78M
NFLX
Netflix Inc

Communication Services
109
+ 5.7%
$687.65 - $936.56 $75K - $102K
2.02K $1.8M
BX
Blackstone Inc.

Financial Services
1.18K
+ 10.38%
$148.45 - $199.05 $176K - $235K
12.6K $2.17M
BKR
Baker Hughes CO

Energy
10.3K
New
$35.98 - $44.88 $369K - $460K
10.3K $420K
BAC
Bank Of America Corp

Financial Services
2.37K
+ 3.28%
$39.22 - $47.77 $92.9K - $113K
74.6K $3.28M
CRM
Salesforce, Inc.

Technology
324
+ 6.51%
$270.87 - $367.87 $87.8K - $119K
5.3K $1.77M
XLP
Consumer Staples Sector Spdr

ETFs
5.24K
+ 16.94%
N/A
36.2K $2.75M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
680
+ 66.02%
$521.84 - $558.82 $355K - $380K
1.71K $921K
PLTR
Palantir Technologies Inc.

Technology
4.81K
New
$36.46 - $82.38 $175K - $396K
4.81K $363K
XEL
Xcel Energy Inc

Utilities
4.93K
+ 91.69%
$62.16 - $72.92 $306K - $359K
10.3K $695K
TFC
Truist Financial Corp

Financial Services
7.81K
+ 150.01%
$41.51 - $48.1 $324K - $376K
13K $564K
GLD
Spdr Gold Trust

ETFs
1.46K
+ 11.7%
$236.59 - $257.5 $345K - $375K
13.9K $3.37M
XLU
Utilities Sector Spdr

ETFs
6.39K
+ 22.51%
$74.89 - $82.93 $478K - $530K
34.8K $2.63M
DELL
Dell Technologies Inc.

Technology
2.9K
New
$111.96 - $144.21 $324K - $418K
2.9K $333K
FEX
First Tr Large Cap Core Alphde

ETFs
3.09K
+ 41.5%
$103.29 - $112.88 $320K - $349K
10.6K $1.1M
AJG
Arthur J. Gallagher & Co.

Financial Services
1.02K
+ 8.5%
$278.49 - $315.16 $285K - $322K
13.1K $3.71M
QQQ
Invesco Qqq Trust, Series 1

ETFs
58
+ 0.49%
$481.22 - $538.17 $27.9K - $31.2K
11.8K $6.02M
KR
Kroger CO

Consumer Defensive
3.33K
+ 13.77%
$55.21 - $63.3 $184K - $210K
27.5K $1.68M
PYPL
Pay Pal Holdings, Inc.

Financial Services
26
+ 0.07%
$77.25 - $91.3 $2.01K - $2.37K
39.1K $3.34M
KKR
Kkr & Co. Inc.

Financial Services
1.93K
New
$129.87 - $162.87 $250K - $314K
1.93K $284K
AYI
Acuity Brands Inc

Industrials
959
New
$292.13 - $333.45 $280K - $320K
959 $280K
CODI
Compass Diversified Holdings

Industrials
11.9K
New
$20.56 - $24.27 $245K - $289K
11.9K $274K
EPR
Epr Properties

Real Estate
6.16K
New
$43.17 - $49.39 $266K - $304K
6.16K $272K
PBA
Pembina Pipeline Corp

Energy
7.29K
New
$35.89 - $43.35 $262K - $316K
7.29K $269K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
4.51K
+ 15.36%
$69.58 - $74.87 $314K - $338K
33.9K $2.37M
AMSWA
American Software Inc

Technology
23.6K
New
$10.24 - $10.96 $242K - $258K
23.6K $258K
BK
Bank Of New York Mellon Corp

Financial Services
693
+ 1.77%
$70.82 - $81.87 $49.1K - $56.7K
39.9K $3.07M
BOH
Bank Of Hawaii Corp

Financial Services
3.43K
New
$61.29 - $80.51 $210K - $276K
3.43K $244K
WMB
Williams Companies, Inc.

Energy
475
+ 1.85%
$46.37 - $59.74 $22K - $28.4K
26.2K $1.42M
TJX
Tjx Companies Inc

Consumer Cyclical
1.39K
+ 6.71%
$112.15 - $127.2 $156K - $176K
22.1K $2.67M
NOW
Service Now, Inc.

Technology
66
+ 6.67%
$867.18 - $1148.42 $57.2K - $75.8K
1.06K $1.12M
FXH
First Tr Exchange Trd Fd Healt

ETFs
3.1K
+ 26.56%
$103.53 - $112.72 $321K - $349K
14.8K $1.54M
HDV
Ishares Core High Dividend ETF

ETFs
2.31K
+ 42.8%
$110.82 - $121.28 $256K - $281K
7.72K $866K
AOA
Ishares Tr Core Aggressive All

ETFs
4.19K
+ 10.68%
$76.61 - $79.88 $321K - $334K
43.4K $3.32M
AXP
American Express CO

Financial Services
60
+ 0.72%
$267.35 - $305.57 $16K - $18.3K
8.38K $2.49M
SJW
Sjw Group

Utilities
4.68K
New
$49.07 - $60.38 $229K - $282K
4.68K $230K
PRCT
Procept Bio Robotics Corp

Healthcare
2.84K
New
$67.27 - $99.45 $191K - $282K
2.84K $228K
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
5.17K
+ 16.0%
$39.4 - $40.57 $204K - $210K
37.5K $1.51M
XLRE
Select Sector Spdr Tr Real Est

ETFs
5.61K
New
$40.06 - $45.21 $225K - $253K
5.61K $228K
WIX
Wix.Com Ltd.

Technology
1.04K
New
$156.75 - $229.35 $163K - $239K
1.04K $223K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
3.94K
+ 19.81%
$50.07 - $52.35 $197K - $206K
23.8K $1.22M
WM
Waste Management Inc

Industrials
1.45K
+ 11.29%
$201.79 - $228.46 $293K - $332K
14.3K $2.89M
ENB
Enbridge Inc

Energy
5.04K
New
$40.4 - $43.92 $203K - $221K
5.04K $213K
VCR
Vanguard Consumer Discretionar

ETFs
564
New
$328.51 - $401.37 $185K - $226K
564 $211K
COF
Capital One Financial Corp

Financial Services
307
+ 5.77%
$145.19 - $192.01 $44.6K - $58.9K
5.63K $1M
GLW
Corning Inc

Technology
4.37K
New
$44.11 - $49.76 $193K - $217K
4.37K $207K
ETR
Entergy Corp

Utilities
9.49K
+ 102.23%
$73.19 - $156.4 $694K - $1.48M
18.8K $1.42M
Activity Summary
Buys All Purchases 266 New Holdings 28 Increased Positions 238 Sells All Sells 172 Reductions 172 Sold out 0 Options Calls 0 Puts 0
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