Prosperity Consulting Group, LLC Incresed Positions in Q3 2024

Prosperity Consulting Group, LLC

  • $1.26 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AJG
Arthur J. Gallagher & Co.

Financial Services
4.64K
+ 62.72%
$259.22 - $299.75 $1.2M - $1.39M
12K $3.38M
MO
Altria Group, Inc.

Consumer Defensive
27.1K
+ 207.73%
$45.95 - $54.71 $1.25M - $1.48M
40.1K $2.05M
META
Meta Platforms, Inc.

Communication Services
1.74K
+ 26.67%
$453.41 - $572.44 $787K - $994K
8.25K $4.72M
MET
Metlife Inc

Financial Services
15.7K
+ 183.58%
$67.96 - $82.48 $1.06M - $1.29M
24.2K $1.99M
NXPI
Nxp Semiconductors N.V.

Technology
6K
+ 283.72%
$225.14 - $290.78 $1.35M - $1.74M
8.11K $1.95M
TSLA
Tesla, Inc.

Consumer Cyclical
3.93K
+ 87.75%
$191.76 - $263.26 $753K - $1.03M
8.4K $2.2M
FITB
Fifth Third Bancorp

Financial Services
28.8K
+ 280.2%
$36.01 - $43.64 $1.04M - $1.26M
39.1K $1.68M
VZ
Verizon Communications Inc

Communication Services
20.7K
+ 20.64%
$38.89 - $45.0 $803K - $929K
121K $5.42M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
4.58K
+ 4.87%
$178.94 - $207.0 $820K - $948K
98.7K $19.8M
PM
Philip Morris International Inc.

Consumer Defensive
8.2K
+ 65.08%
$101.25 - $127.45 $830K - $1.04M
20.8K $2.52M
IVW
Ishares S&P 500 Growth ETF

ETFs
6.91K
+ 4.24%
$84.77 - $97.13 $586K - $671K
170K $16.3M
LMT
Lockheed Martin Corp

Industrials
1.67K
+ 96.48%
$460.3 - $584.56 $770K - $978K
3.41K $1.99M
DIS
Walt Disney CO

Communication Services
12.4K
+ 163.23%
$85.6 - $98.61 $1.06M - $1.22M
20K $1.93M
ABBV
Abb Vie Inc.

Healthcare
2.65K
+ 11.15%
$163.84 - $199.33 $434K - $528K
26.4K $5.22M
PLD
Prologis, Inc.

Real Estate
8.29K
+ 224.48%
$111.95 - $132.43 $928K - $1.1M
12K $1.51M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
9.85K
+ 4.39%
$30.61 - $34.92 $302K - $344K
234K $8.08M
T
At&T Inc.

Communication Services
43.6K
+ 100.9%
$18.21 - $22.28 $794K - $972K
86.8K $1.91M
PEG
Public Service Enterprise Group Inc

Utilities
11.1K
+ 217.84%
$73.58 - $89.21 $818K - $991K
16.2K $1.45M
JNJ
Johnson & Johnson

Healthcare
5.47K
+ 50.22%
$145.48 - $167.38 $796K - $916K
16.4K $2.65M
AMT
American Tower Corp

Real Estate
4.25K
+ 409.85%
$192.27 - $242.73 $816K - $1.03M
5.28K $1.23M
BX
Blackstone Inc.

Financial Services
5.57K
+ 95.66%
$120.77 - $159.66 $673K - $889K
11.4K $1.74M
USB
Us Bancorp \De\

Financial Services
20.6K
+ 165.75%
$39.04 - $47.23 $802K - $971K
32.9K $1.51M
ASML
Asml Holding Nv

Technology
1.37K
+ 169.76%
$749.82 - $1098.95 $1.03M - $1.51M
2.18K $1.81M
DHR
Danaher Corp

Healthcare
3.24K
+ 193.08%
$239.25 - $280.76 $774K - $909K
4.91K $1.37M
NVO
Novo Nordisk A S

Healthcare
8.44K
+ 251.64%
$119.07 - $145.42 $1M - $1.23M
11.8K $1.4M
BP
Bp PLC

Energy
30.5K
+ 237.94%
$30.78 - $37.05 $940K - $1.13M
43.4K $1.36M
EFG
Msci Eafe Growth ETF

ETFs
4.42K
+ 5.6%
$96.84 - $108.77 $428K - $480K
83.3K $8.97M
XOM
Exxon Mobil Corp

Energy
6.49K
+ 10.14%
$109.72 - $119.0 $712K - $772K
70.4K $8.26M
AOA
Ishares Tr Core Aggressive All

ETFs
9.41K
+ 31.62%
$72.11 - $79.05 $679K - $744K
39.2K $3.09M
PH
Parker Hannifin Corp

Industrials
841
+ 38.26%
$501.01 - $635.92 $421K - $535K
3.04K $1.92M
CRM
Salesforce, Inc.

Technology
2.74K
+ 122.52%
$238.42 - $276.53 $654K - $758K
4.98K $1.36M
AMD
Advanced Micro Devices Inc

Technology
4.67K
+ 270.1%
$128.67 - $183.96 $601K - $859K
6.4K $1.05M
C
Citigroup Inc

Financial Services
12.2K
+ 236.05%
$56.11 - $67.61 $685K - $826K
17.4K $1.09M
BAC
Bank Of America Corp

Financial Services
19.2K
+ 36.2%
$36.65 - $44.13 $704K - $847K
72.2K $2.87M
ACN
Accenture PLC

Technology
1.44K
+ 29.82%
$295.44 - $355.81 $426K - $513K
6.28K $2.22M
VTWO
Vanguard Russell 2000 ETF

ETFs
3.05K
+ 4.9%
$81.17 - $90.77 $248K - $277K
65.3K $5.84M
AWK
American Water Works Company, Inc.

Utilities
2.55K
+ 13.29%
$127.76 - $149.9 $326K - $383K
21.8K $3.18M
D
Dominion Energy, Inc

Utilities
11K
+ 255.84%
$48.01 - $58.53 $530K - $647K
15.4K $887K
CME
Cme Group Inc.

Financial Services
2.89K
+ 206.42%
$193.43 - $220.62 $559K - $638K
4.29K $947K
BK
Bank Of New York Mellon Corp

Financial Services
3.2K
+ 8.89%
$59.54 - $72.17 $191K - $231K
39.2K $2.82M
TIP
Ishares Tr Tips Bd ETF

ETFs
5.51K
+ 51.72%
$105.92 - $110.83 $583K - $610K
16.2K $1.78M
ROP
Roper Technologies Inc

Industrials
1.11K
+ 143.19%
$515.25 - $576.55 $574K - $642K
1.89K $1.05M
PFE
Pfizer Inc

Healthcare
18.3K
+ 31.87%
$27.7 - $31.39 $506K - $573K
75.5K $2.19M
CVX
Chevron Corp

Energy
4.05K
+ 55.31%
$137.88 - $161.97 $559K - $657K
11.4K $1.68M
TTD
Trade Desk, Inc.

Technology
4.04K
+ 112.11%
$83.08 - $110.79 $335K - $447K
7.63K $837K
AOR
Ishares Tr Core Growth Allocat

ETFs
6.15K
+ 15.65%
$55.15 - $59.31 $339K - $365K
45.4K $2.69M
PG
Procter & Gamble CO

Consumer Defensive
1.59K
+ 6.88%
$160.76 - $177.82 $256K - $283K
24.7K $4.28M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.07K
+ 2.22%
$103.87 - $117.59 $111K - $125K
49.1K $5.76M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.13K
+ 57.76%
$283.28 - $314.39 $320K - $356K
3.09K $971K
Activity Summary
Buys All Purchases 327 New Holdings 166 Increased Positions 161 Sells All Sells 123 Reductions 123 Sold out 0 Options Calls 0 Puts 0
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