Prosperity Consulting Group, LLC Reduced Holdings in Q4 2024

Prosperity Consulting Group, LLC

  • $1.31 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HIG
Hartford Financial Services Group, Inc.

Financial Services
-204
- 4.42%
$107.06 - $123.74 $21.8K - $25.2K
4.41K $482K
INTC
Intel Corp

Technology
-810
- 6.34%
$19.07 - $26.23 $15.4K - $21.2K
12K $239K
MMM
3 M CO

Industrials
-225
- 5.43%
$124.74 - $137.12 $28.1K - $30.9K
3.92K $506K
VCIT
Vanguard Intermediate Term Cor

ETFs
-509
- 9.71%
$80.13 - $83.77 $40.8K - $42.6K
4.73K $379K
HGER
Harbor ETF Tr All Weather Infl
-2.37K
- 16.27%
$21.78 - $23.27 $51.7K - $55.2K
12.2K $270K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-914
- 4.39%
$59.74 - $60.03 $54.6K - $54.9K
19.9K $1.19M
SON
Sonoco Products CO

Consumer Cyclical
-124
- 1.46%
$48.6 - $54.89 $6.03K - $6.81K
8.4K $410K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-58
- 0.43%
$44.04 - $49.49 $2.55K - $2.87K
13.6K $597K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-494
- 2.43%
$43.44 - $45.05 $21.5K - $22.3K
19.9K $863K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-917
- 1.97%
$50.53 - $55.55 $46.3K - $50.9K
45.5K $2.32M
YJUN
First Tr Exchange Traded Fd Vi
-1.45K
- 8.64%
$21.53 - $22.81 $31.1K - $33K
15.3K $329K
LHX
L3 Harris Technologies, Inc.

Industrials
-41
- 3.43%
$208.94 - $264.22 $8.57K - $10.8K
1.16K $243K
CINF
Cincinnati Financial Corp

Financial Services
-968
- 7.36%
$132.86 - $160.16 $129K - $155K
12.2K $1.75M
ADP
Automatic Data Processing Inc

Industrials
-914
- 6.38%
$280.08 - $307.97 $256K - $281K
13.4K $3.92M
DE
Deere & CO

Industrials
-117
- 7.04%
$389.45 - $466.0 $45.6K - $54.5K
1.55K $654K
SLB
Schlumberger Limited

Energy
-325
- 4.89%
$36.83 - $45.59 $12K - $14.8K
6.32K $242K
VUG
Vanguard Growth ETF

ETFs
-260
- 9.3%
$378.79 - $428.11 $98.5K - $111K
2.54K $1.04M
AOK
Ishares Tr Core Conservative A

ETFs
-291
- 1.79%
$37.3 - $38.64 $10.9K - $11.2K
16K $595K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-45
- 7.64%
$1146.59 - $1270.6 $51.6K - $57.2K
544 $645K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
-111
- 1.7%
$46.46 - $51.66 $5.16K - $5.73K
6.4K $308K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
-201
- 2.02%
$32.55 - $36.44 $6.54K - $7.32K
9.73K $329K
VEU
Vanguard Ftse All World Ex Us

ETFs
-22
- 0.52%
$57.29 - $63.1 $1.26K - $1.39K
4.2K $240K
ESCA
Escalade Inc

Consumer Cyclical
-1.94K
- 8.63%
$13.03 - $16.49 $25.3K - $32K
20.5K $293K
CME
Cme Group Inc.

Financial Services
-287
- 6.69%
$221.17 - $246.02 $63.5K - $70.6K
4.01K $930K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-45
- 0.45%
$12.61 - $15.33 $567 - $690
10K $128K
BHB
Bar Harbor Bankshares

Financial Services
-437
- 4.26%
$28.81 - $38.23 $12.6K - $16.7K
9.82K $300K
VTWO
Vanguard Russell 2000 ETF

ETFs
-118
- 0.18%
$87.42 - $98.06 $10.3K - $11.6K
65.2K $5.82M
MTN
Vail Resorts Inc

Consumer Cyclical
-169
- 9.91%
$165.69 - $195.44 $28K - $33K
1.54K $287K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-155
- 1.26%
$61.68 - $67.87 $9.56K - $10.5K
12.2K $757K
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-339
- 2.49%
$41.08 - $42.6 $13.9K - $14.4K
13.3K $556K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-29
- 0.56%
$126.68 - $134.74 $3.67K - $3.91K
5.15K $657K
WHG
Westwood Holdings Group Inc

Financial Services
-717
- 3.65%
$13.92 - $16.7 $9.98K - $12K
18.9K $274K
GBIL
Goldman Sachs Access Treasury

ETFs
-30
- 1.31%
$99.85 - $100.22 $3K - $3.01K
2.26K $225K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-29
- 1.26%
$100.22 - $100.73 $2.91K - $2.92K
2.28K $228K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-1
- 0.02%
$44.33 - $49.55 $44.3 - $49.6
6.59K $296K
DAUG
First Tr ETF Viii Cboe Vest Us
-11.2K
- 8.4%
N/A
122K $0
Global X Fds
-3.36K
- 16.7%
N/A
16.8K $0
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
-21.2K
- 70.98%
N/A
8.68K $0
DMAR
First Tr Ex Tr Viii Cboe Vest
-137
- 2.13%
$37.14 - $38.49 $5.09K - $5.27K
6.28K $239K
Corpay Inc
-69
- 3.62%
N/A
1.84K $0
FJAN
First Exc Trd Viii Cboe Vest U
-5K
- 4.13%
N/A
116K $0
SGC
Superior Group Of Companies, Inc.

Consumer Cyclical
-1.59K
- 6.34%
$14.7 - $17.79 $23.4K - $28.4K
23.5K $389K
First Tr Exchng Traded Fd Vi
-2.04K
- 8.27%
N/A
22.6K $0
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-89
- 1.04%
$38.63 - $39.95 $3.44K - $3.56K
8.44K $332K
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
-202
- 2.43%
$26.53 - $28.09 $5.36K - $5.67K
8.11K $223K
BMY
Bristol Myers Squibb CO

Healthcare
-925
- 8.11%
$51.92 - $59.94 $48K - $55.4K
10.5K $593K
SCHW
Schwab Charles Corp

Financial Services
-470
- 10.64%
$63.31 - $82.85 $29.8K - $38.9K
3.95K $292K
PAYX
Paychex Inc

Industrials
-268
- 3.61%
$135.86 - $148.73 $36.4K - $39.9K
7.15K $1M
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-108
- 0.39%
$39.78 - $41.04 $4.3K - $4.43K
27.4K $1.11M
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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