Prosperity Financial Group, Inc. Reduced Holdings in Q2 2024

Prosperity Financial Group, Inc.

  • $158 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
AVUS
American Centy ETF Tr Avantis

ETFs
-40.7K
- 94.19%
$84.59 - $90.63 $3.44M - $3.69M
2.51K $226M
BOTZ
Global X Fds

ETFs
-60.5K
- 47.94%
$28.65 - $31.95 $1.73M - $1.93M
65.7K $2.03B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-14.2K
- 30.0%
$56.43 - $60.79 $804K - $866K
33.2K $1.94B
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-14.1K
- 12.65%
$47.58 - $48.41 $672K - $683K
97.4K $4.68B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-7.22K
- 17.39%
$50.4 - $53.5 $364K - $386K
34.3K $1.73B
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-7.87K
- 59.75%
$59.55 - $59.81 $469K - $471K
5.3K $316M
ACN
Accenture PLC

Technology
-436
- 11.21%
$281.76 - $339.17 $123K - $148K
3.46K $1.05B
HD
Home Depot, Inc.

Consumer Cyclical
-121
- 2.7%
$325.1 - $368.03 $39.3K - $44.5K
4.35K $1.5B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-1.73K
- 36.53%
$95.76 - $100.68 $165K - $174K
3K $288M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-7.9K
- 43.78%
$22.12 - $22.75 $175K - $180K
10.1K $229M
ABBV
Abb Vie Inc.

Healthcare
-488
- 9.74%
$154.79 - $180.76 $75.5K - $88.2K
4.52K $776M
GOOG
Alphabet Inc.

Communication Services
-1.81K
- 28.8%
$151.94 - $186.86 $275K - $338K
4.47K $820M
V
Visa Inc.

Financial Services
-104
- 2.19%
$262.47 - $281.5 $27.3K - $29.3K
4.64K $1.22B
NCV
Virtus Allianz Gi Convertible & Income Fund

Financial Services
-29.9K
- 53.9%
$3.04 - $3.3 $90.8K - $98.6K
25.6K $83.6M
CRM
Salesforce, Inc.

Technology
-86
- 8.08%
$218.01 - $304.74 $18.7K - $26.2K
978 $251M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.24K
- 8.48%
$173.67 - $197.85 $215K - $245K
13.3K $2.58B
ABT
Abbott Laboratories

Healthcare
-240
- 9.0%
$100.73 - $112.44 $24.2K - $27K
2.43K $252M
XLE
Energy Sector Spdr

ETFs
-400
- 9.08%
$88.04 - $98.08 $35.2K - $39.2K
4K $365M
IBM
International Business Machines Corp

Technology
-100
- 6.16%
$164.43 - $190.9 $16.4K - $19.1K
1.52K $263M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-1.85K
- 17.1%
$27.33 - $28.95 $50.6K - $53.6K
8.97K $259M
SNSR
Global X Fds Internet Of Thing

ETFs
-906
- 6.97%
$33.15 - $37.1 $30K - $33.6K
12.1K $434M
CSCO
Cisco Systems, Inc.

Technology
-398
- 5.59%
$45.52 - $50.04 $18.1K - $19.9K
6.73K $320M
MRK
Merck & Co., Inc.

Healthcare
-39
- 1.14%
$123.8 - $132.96 $4.83K - $5.19K
3.37K $417M
GLD
Spdr Gold Trust

ETFs
-210
- 9.06%
$207.82 - $224.56 $43.6K - $47.2K
2.11K $453M
FXN
First Tr Exchange Traded Fd Fi

ETFs
-675
- 4.09%
$17.93 - $19.35 $12.1K - $13.1K
15.8K $288M
XOM
Exxon Mobil Corp

Energy
-160
- 7.52%
$108.36 - $122.2 $17.3K - $19.6K
1.97K $227M
IWM
Ishares Russell 2000 ETF

ETFs
-54
- 4.52%
$192.84 - $209.44 $10.4K - $11.3K
1.14K $232M
GAIN
Gladstone Investment Corporation\De

Financial Services
-650
- 1.77%
$13.71 - $14.34 $8.91K - $9.32K
36.2K $505M
MPW
Medical Properties Trust Inc

Real Estate
-1.33K
- 6.41%
$3.99 - $5.85 $5.3K - $7.77K
19.4K $83.7M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-192
- 3.37%
$196.29 - $215.75 $37.7K - $41.4K
5.51K $1.16B
ZTS
Zoetis Inc.

Healthcare
-166
- 3.83%
$145.54 - $178.83 $24.2K - $29.7K
4.17K $723M
CSM
Proshares Large Cap Core Plus

ETFs
-417
- 3.5%
$57.14 - $62.16 $23.8K - $25.9K
11.5K $713M
LODE
Comstock Inc.

Real Estate
-4.6K
- 11.17%
$0.16 - $0.38 $736 - $1.75K
36.6K $6M
CVX
Chevron Corp

Energy
-22
- 0.57%
$152.57 - $166.33 $3.36K - $3.66K
3.86K $604M
EMLP
First Tr Exchange Traded Iv

ETFs
-503
- 5.18%
$28.25 - $31.1 $14.2K - $15.6K
9.21K $281M
TSLA
Tesla, Inc.

Consumer Cyclical
-346
- 7.47%
$142.05 - $197.88 $49.1K - $68.5K
4.28K $847M
WMT
Walmart Inc.

Consumer Defensive
-378
- 3.41%
$58.85 - $68.9 $22.2K - $26K
10.7K $724M
QJUN
First Tr ETF
-214
- 0.11%
$24.53 - $26.55 $5.25K - $5.68K
189K $5B
COST
Costco Wholesale Corp

Consumer Defensive
-11
- 0.37%
$704.88 - $870.75 $7.75K - $9.58K
2.97K $2.52B
AAPL
Apple Inc.

Technology
-977
- 1.62%
$165.0 - $216.67 $161K - $212K
59.3K $12.5B
Activity Summary
Buys All Purchases 89 New Holdings 11 Increased Positions 78 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 1 Puts 0
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