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
ET
Energy Transfer LP

Energy
5.54K
+ 24.93%
$16.05 - $19.86 $89K - $110K
27.8K $544K
PRU
Prudential Financial Inc

Financial Services
1.64K
+ 42.32%
$114.59 - $129.52 $188K - $213K
5.53K $654K
NSC
Norfolk Southern Corp

Industrials
852
+ 72.57%
$230.6 - $277.0 $196K - $236K
2.03K $475K
SPGI
S&P Global Inc.

Financial Services
545
+ 10.4%
$480.36 - $529.17 $262K - $288K
5.78K $2.88M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.21K
+ 31.87%
$58.39 - $67.04 $129K - $148K
9.12K $578K
VO
Vanguard Mid Cap ETF

ETFs
632
+ 80.82%
$261.5 - $284.63 $165K - $180K
1.41K $373K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
3.82K
+ 14.85%
$48.48 - $49.47 $185K - $189K
29.5K $1.44M
WFC
Wells Fargo & Company

Financial Services
1.29K
+ 25.38%
$54.98 - $77.35 $70.9K - $99.8K
6.37K $447K
C
Citigroup Inc

Financial Services
370
+ 2.13%
$61.31 - $72.5 $22.7K - $26.8K
17.8K $1.25M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.18K
+ 21.18%
$55.73 - $66.16 $121K - $144K
12.4K $750K
AMP
Ameriprise Financial Inc

Financial Services
38
+ 1.86%
$473.15 - $574.01 $18K - $21.8K
2.09K $1.11M
BSX
Boston Scientific Corp

Healthcare
775
+ 5.96%
$83.62 - $91.5 $64.8K - $70.9K
13.8K $1.23M
UNM
Unum Group

Financial Services
100
+ 1.03%
$58.88 - $77.07 $5.89K - $7.71K
9.84K $718K
VGT
Vanguard Information Technolog

ETFs
179
+ 31.68%
$571.78 - $647.97 $102K - $116K
744 $462K
XLE
Energy Sector Spdr

ETFs
2.07K
+ 9.53%
$83.32 - $97.27 $172K - $201K
23.8K $2.04M
VV
Vanguard Large Cap ETF

ETFs
360
+ 7.71%
$260.27 - $280.65 $93.7K - $101K
5.03K $1.36M
ISRG
Intuitive Surgical Inc

Healthcare
132
+ 7.3%
$471.27 - $550.62 $62.2K - $72.7K
1.94K $1.01M
ORCL
Oracle Corp

Technology
898
+ 14.06%
$165.41 - $192.43 $149K - $173K
7.29K $1.21M
IP
International Paper CO

Consumer Cyclical
99
+ 0.42%
$46.64 - $59.57 $4.62K - $5.9K
23.9K $1.28M
MS
Morgan Stanley

Financial Services
553
+ 22.53%
$104.42 - $134.99 $57.7K - $74.6K
3.01K $378K
HON
Honeywell International Inc

Industrials
25
+ 0.42%
$202.84 - $236.0 $5.07K - $5.9K
6.03K $1.36M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.44K
+ 8.21%
$209.89 - $233.24 $303K - $337K
19K $4.04M
PH
Parker Hannifin Corp

Industrials
161
+ 5.3%
$621.74 - $709.46 $100K - $114K
3.2K $2.04M
NI
Nisource Inc.

Utilities
1.9K
+ 8.65%
$33.74 - $38.25 $64.1K - $72.7K
23.9K $876K
GS
Goldman Sachs Group Inc

Financial Services
59
+ 6.12%
$486.1 - $608.57 $28.7K - $35.9K
1.02K $585K
FTCS
First Trust Capital Strength E

ETFs
1.84K
+ 9.17%
$87.62 - $94.03 $161K - $173K
21.9K $1.93M
SOXX
Ishares Semiconductor ETF

ETFs
1.46K
+ 10.28%
$211.27 - $239.8 $308K - $350K
15.6K $3.37M
CFG
Citizens Financial Group Inc

Financial Services
365
+ 1.22%
$39.92 - $48.46 $14.6K - $17.7K
30.4K $1.33M
PANW
Palo Alto Networks Inc

Technology
2.27K
+ 114.71%
$181.96 - $405.9 $413K - $921K
4.25K $772K
PWR
Quanta Services, Inc.

Industrials
45
+ 1.0%
$296.05 - $346.6 $13.3K - $15.6K
4.55K $1.44M
AOR
Ishares Tr Core Growth Allocat

ETFs
3.15K
+ 6.93%
$57.32 - $59.66 $180K - $188K
48.6K $2.78M
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
1.95K
+ 29.61%
$41.66 - $43.47 $81.1K - $84.6K
8.52K $363K
RDVY
First Trust Rising Dividend Ac

ETFs
1.45K
+ 12.17%
$58.65 - $64.37 $85.3K - $93.6K
13.4K $792K
RSP
Invesco S&P 500 Equal Weight E

ETFs
520
+ 25.47%
$174.22 - $187.62 $90.6K - $97.6K
2.56K $448K
TTD
Trade Desk, Inc.

Technology
200
+ 2.62%
$108.7 - $139.51 $21.7K - $27.9K
7.83K $920K
HWM
Howmet Aerospace Inc.

Industrials
321
+ 6.31%
$99.72 - $120.09 $32K - $38.5K
5.41K $591K
INTU
Intuit Inc

Technology
113
+ 8.32%
$602.01 - $706.25 $68K - $79.8K
1.47K $924K
SNPS
Synopsys Inc

Technology
347
+ 8.32%
$485.36 - $588.0 $168K - $204K
4.52K $2.19M
EEM
Ishares Msci Emerging Markets

ETFs
2.35K
+ 52.21%
$41.82 - $47.36 $98.2K - $111K
6.85K $286K
SUB
Ishares Short Term National Mu

ETFs
715
+ 18.63%
$104.94 - $106.2 $75K - $75.9K
4.55K $480K
ABT
Abbott Laboratories

Healthcare
743
+ 6.35%
$111.93 - $119.39 $83.2K - $88.7K
12.4K $1.41M
DVY
Ishares Tr

ETFs
783
+ 9.63%
$129.55 - $143.41 $101K - $112K
8.92K $1.17M
CVX
Chevron Corp

Energy
684
+ 6.01%
$141.15 - $162.53 $96.5K - $111K
12.1K $1.75M
IVE
Ishares S&P 500 Value ETF

ETFs
399
+ 32.31%
$189.5 - $206.17 $75.6K - $82.3K
1.63K $311K
BP
Bp PLC

Energy
4.94K
+ 11.39%
$28.16 - $33.14 $139K - $164K
48.3K $1.43M
CPRT
Copart Inc

Consumer Cyclical
655
+ 11.2%
$51.36 - $63.8 $33.6K - $41.8K
6.5K $373K
CCJ
Cameco Corp

Energy
670
+ 7.42%
$48.64 - $61.14 $32.6K - $41K
9.7K $498K
ETN
Eaton Corp PLC

Industrials
199
+ 9.23%
$326.96 - $377.52 $65.1K - $75.1K
2.36K $781K
VBK
Vanguard Small Cap Growth ETF

ETFs
3
+ 0.06%
$264.18 - $304.19 $793 - $913
5.07K $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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