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
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.41K
+ 5.69%
$76.38 - $78.87 $260K - $269K
63.3K $4.98M
ABT
Abbott Laboratories

Healthcare
2.57K
+ 28.09%
$100.07 - $118.13 $257K - $303K
11.7K $1.33M
BSX
Boston Scientific Corp

Healthcare
3.81K
+ 41.45%
$72.96 - $84.0 $278K - $320K
13K $1.09M
F
Ford Motor CO

Consumer Cyclical
43.5K
+ 107.53%
$9.71 - $14.55 $422K - $633K
83.9K $886K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
4.08K
+ 61.16%
$91.42 - $91.82 $373K - $374K
10.7K $986K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
6.65K
+ 183.67%
$49.83 - $62.75 $331K - $417K
10.3K $591K
LOW
Lowes Companies Inc

Consumer Cyclical
862
+ 34.65%
$213.3 - $270.78 $184K - $233K
3.35K $907K
WSO
Watsco Inc

Industrials
53
+ 0.46%
$448.73 - $519.89 $23.8K - $27.6K
11.5K $5.65M
CSX
Csx Corp

Industrials
9.86K
+ 74.75%
$32.48 - $35.45 $320K - $350K
23.1K $795K
DE
Deere & CO

Industrials
747
+ 81.64%
$344.84 - $418.0 $258K - $312K
1.66K $693K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
2.92K
+ 3.89%
$44.65 - $47.21 $131K - $138K
78.1K $3.65M
PGR
Progressive Corp

Financial Services
425
+ 13.1%
$209.46 - $259.24 $89K - $110K
3.67K $931K
BMY
Bristol Myers Squibb CO

Healthcare
3.22K
+ 39.38%
$39.66 - $51.75 $128K - $167K
11.4K $590K
NOW
Service Now, Inc.

Technology
178
+ 21.92%
$730.87 - $937.36 $130K - $167K
990 $885K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
4.47K
+ 4.68%
$28.11 - $29.42 $126K - $131K
100K $2.94M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
389
+ 60.69%
$475.2 - $527.7 $185K - $205K
1.03K $543K
VBR
Vanguard Small Cap Value ETF

ETFs
960
+ 60.53%
$179.99 - $201.6 $173K - $194K
2.55K $511K
SO
Southern CO

Utilities
1.04K
+ 10.22%
$77.0 - $90.52 $80.1K - $94.1K
11.2K $1.01M
BDX
Becton Dickinson & CO

Healthcare
890
+ 96.53%
$221.47 - $242.41 $197K - $216K
1.81K $436K
AOM
Ishares Tr Core Moderate Alloc

ETFs
4.03K
+ 24.68%
$42.66 - $45.18 $172K - $182K
20.4K $918K
RTX
Raytheon Technologies Corp

Industrials
573
+ 8.24%
$99.55 - $123.34 $57K - $70.7K
7.53K $911K
VUG
Vanguard Growth ETF

ETFs
391
+ 16.26%
$341.08 - $391.94 $133K - $153K
2.8K $1.07M
GE
General Electric CO

Industrials
551
+ 32.09%
$156.66 - $189.66 $86.3K - $105K
2.27K $427K
IEMG
Ishares Inc

ETFs
2.73K
+ 3.93%
$53.64 - $53.64 $147K - $147K
72.3K $3.88M
WEN
Wendy'S CO

Consumer Cyclical
7.71K
+ 29.2%
$15.83 - $18.24 $122K - $141K
34.1K $597K
VTV
Vanguard Value ETF

ETFs
147
+ 1.74%
$159.75 - $174.57 $23.5K - $25.7K
8.59K $1.5M
INTU
Intuit Inc

Technology
292
+ 27.39%
$602.97 - $670.49 $176K - $196K
1.36K $843K
EFA
Ishares Tr Msci Eafe ETF

ETFs
678
+ 4.39%
$75.32 - $84.37 $51.1K - $57.2K
16.1K $1.35M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.31K
+ 28.11%
$64.35 - $75.71 $84.1K - $99K
5.96K $438K
LYG
Lloyds Banking Group PLC

Financial Services
39.8K
+ 186.16%
$2.73 - $3.17 $109K - $126K
61.2K $190K
HWM
Howmet Aerospace Inc.

Industrials
126
+ 2.54%
$77.3 - $100.22 $9.74K - $12.6K
5.08K $509K
ED
Consolidated Edison Inc

Utilities
271
+ 4.45%
$88.42 - $104.97 $24K - $28.4K
6.36K $662K
VCIT
Vanguard Intermediate Term Cor

ETFs
1.14K
+ 27.71%
$79.29 - $84.02 $90.2K - $95.5K
5.24K $438K
VTI
Vanguard Total Stock Market Et

ETFs
256
+ 10.87%
$255.18 - $283.2 $65.3K - $72.5K
2.61K $739K
ANET
Arista Networks, Inc.

Technology
122
+ 6.5%
$311.42 - $388.21 $38K - $47.4K
2K $766K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
940
+ 2.19%
$51.78 - $52.98 $48.7K - $49.8K
43.9K $2.33M
ONTO
Onto Innovation Inc.

Technology
488
+ 27.52%
$158.45 - $238.04 $77.3K - $116K
2.26K $469K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
528
+ 4.48%
$57.32 - $62.65 $30.3K - $33.1K
12.3K $767K
NFLX
Netflix Inc

Communication Services
13
+ 0.68%
$598.55 - $722.26 $7.78K - $9.39K
1.91K $1.36M
VV
Vanguard Large Cap ETF

ETFs
39
+ 0.84%
$236.92 - $263.4 $9.24K - $10.3K
4.67K $1.23M
AOK
Ishares Tr Core Conservative A

ETFs
1.23K
+ 8.15%
$36.8 - $38.71 $45.1K - $47.4K
16.3K $628K
TGT
Target Corp

Consumer Defensive
304
+ 13.25%
$133.47 - $159.25 $40.6K - $48.4K
2.6K $405K
EXC
Exelon Corp

Utilities
4
+ 0.04%
$34.24 - $40.55 $137 - $162
10.7K $431K
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
956
+ 7.56%
$38.81 - $41.41 $37.1K - $39.6K
13.6K $563K
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
1.11K
+ 20.31%
$41.32 - $43.78 $45.7K - $48.4K
6.55K $286K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
190
+ 11.13%
$116.79 - $133.54 $22.2K - $25.4K
1.9K $250K
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
687
+ 8.77%
$37.92 - $39.03 $26.1K - $26.8K
8.52K $332K
RL
Ralph Lauren Corp

Consumer Cyclical
24
+ 1.95%
$158.53 - $197.61 $3.8K - $4.74K
1.25K $242K
VB
Vanguard Small Cap ETF

ETFs
8
+ 0.86%
$214.77 - $237.72 $1.72K - $1.9K
940 $222K
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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