Prosperity Consulting Group
Latest statistics and disclosures from Prosperity Consulting Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, AAPL, AGG, JEPI, XLK, and represent 19.52% of Prosperity Consulting Group's stock portfolio.
- Added to shares of these 10 stocks: SCHD (+$20M), XLK, JEPI, IVV, EFG, IWD, XLY, NVDA, IGIB, XLC.
- Started 28 new stock positions in SJW, PRCT, AYI, ENB, VCR, GEV, GLW, BLK, USDU, SHOP.
- Reduced shares in these 10 stocks: AGG, GLDM, QUAL, XHLF, DES, DGS, Arista Networks, TIP, XOM, NNN.
- Sold out of its positions in ACCO, ELV, Arista Networks, BlackRock, CI, CVS, CCI, DOW, DD, EMN. FAST, MSM, NNN, NKE, ONTO, REVG, REGN, SPYV, TOTL, SII, SCS, UPS, VNQ.
- Prosperity Consulting Group was a net buyer of stock by $74M.
- Prosperity Consulting Group has $1.3B in assets under management (AUM), dropping by 3.66%.
- Central Index Key (CIK): 0001910398
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Portfolio Holdings for Prosperity Consulting Group
Prosperity Consulting Group holds 463 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 5.8 | $77M | +3% | 131k | 588.68 |
|
| Apple (AAPL) | 5.0 | $67M | 267k | 250.42 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 3.2 | $43M | -6% | 446k | 96.90 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 3.1 | $41M | +8% | 710k | 57.53 |
|
| Select Sector Spdr Tr Technology (XLK) | 2.4 | $32M | +18% | 135k | 232.52 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 2.2 | $30M | +214% | 1.1M | 27.32 |
|
| Microsoft Corporation (MSFT) | 2.2 | $29M | +4% | 68k | 421.50 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.8 | $24M | +5% | 40k | 586.08 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 1.6 | $21M | +2% | 101k | 210.45 |
|
| Amazon (AMZN) | 1.4 | $18M | 84k | 219.39 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.3 | $17M | +7% | 38k | 453.28 |
|
| NVIDIA Corporation (NVDA) | 1.3 | $17M | +16% | 128k | 134.29 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.3 | $17M | 169k | 101.53 |
|
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 1.2 | $16M | +20% | 69k | 224.35 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 1.1 | $15M | -3% | 115k | 132.10 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.1 | $14M | +16% | 278k | 50.37 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.0 | $14M | +16% | 101k | 137.57 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 1.0 | $14M | +18% | 266k | 51.51 |
|
| Select Sector Spdr Tr Communication (XLC) | 1.0 | $13M | +19% | 133k | 96.81 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.9 | $12M | 93k | 129.34 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $12M | 64k | 189.30 |
|
|
| Select Sector Spdr Tr Financial (XLF) | 0.9 | $12M | +18% | 237k | 48.33 |
|
| First Tr Value Line Divid In SHS (FVD) | 0.8 | $11M | +17% | 256k | 43.64 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.8 | $11M | +13% | 196k | 56.48 |
|
| JPMorgan Chase & Co. (JPM) | 0.8 | $11M | 46k | 239.71 |
|
|
| Costco Wholesale Corporation (COST) | 0.8 | $11M | +2% | 12k | 916.29 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.8 | $11M | +33% | 112k | 96.83 |
|
| Broadcom (AVGO) | 0.8 | $10M | -2% | 44k | 231.84 |
|
| Visa Com Cl A (V) | 0.7 | $9.8M | +3% | 31k | 316.04 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.7 | $9.8M | +2% | 186k | 52.47 |
|
| Home Depot (HD) | 0.7 | $9.5M | +4% | 24k | 388.99 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.7 | $9.5M | +23% | 40k | 235.27 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.7 | $8.8M | -4% | 109k | 80.93 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.6 | $7.9M | -6% | 166k | 47.82 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.6 | $7.6M | 39k | 195.83 |
|
|
| Eli Lilly & Co. (LLY) | 0.6 | $7.5M | +15% | 9.7k | 771.99 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $7.4M | +5% | 39k | 190.44 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.6 | $7.4M | +13% | 146k | 50.71 |
|
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.5 | $7.2M | -10% | 210k | 34.35 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.5 | $7.1M | +19% | 115k | 61.34 |
|
| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.5 | $7.0M | -10% | 144k | 48.92 |
|
| Exxon Mobil Corporation (XOM) | 0.5 | $6.9M | -8% | 65k | 107.57 |
|
| Sap Se Spon Adr (SAP) | 0.5 | $6.8M | -4% | 28k | 246.21 |
|
| Oneok (OKE) | 0.5 | $6.6M | -3% | 65k | 100.40 |
|
| UnitedHealth (UNH) | 0.5 | $6.3M | 13k | 505.85 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.5 | $6.2M | 49k | 126.75 |
|
|
| International Business Machines (IBM) | 0.5 | $6.2M | 28k | 219.83 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $6.0M | 12k | 511.23 |
|
|
| McDonald's Corporation (MCD) | 0.4 | $5.9M | -2% | 20k | 289.89 |
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.4 | $5.8M | +12% | 51k | 114.73 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.4 | $5.8M | 65k | 89.33 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $5.6M | -3% | 29k | 197.49 |
|
| Meta Platforms Cl A (META) | 0.4 | $5.6M | +16% | 9.6k | 585.51 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.4 | $5.6M | 22k | 253.75 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $5.5M | +5% | 14k | 401.58 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 0.4 | $5.5M | +25% | 179k | 30.47 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN) | 0.4 | $5.3M | -4% | 116k | 45.90 |
|
| Watsco, Incorporated (WSO) | 0.4 | $5.3M | -3% | 11k | 473.89 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $5.2M | -5% | 23k | 220.96 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.4 | $5.1M | -5% | 29k | 177.03 |
|
| Republic Services (RSG) | 0.4 | $5.1M | -5% | 25k | 201.18 |
|
| Snap-on Incorporated (SNA) | 0.4 | $5.0M | -5% | 15k | 339.47 |
|
| Merck & Co (MRK) | 0.4 | $4.9M | -8% | 49k | 99.48 |
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG) | 0.4 | $4.9M | -8% | 122k | 39.68 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.4 | $4.8M | -2% | 62k | 77.27 |
|
| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.4 | $4.8M | +17% | 585k | 8.17 |
|
| Qualcomm (QCOM) | 0.4 | $4.7M | -3% | 31k | 153.62 |
|
| Abbvie (ABBV) | 0.4 | $4.7M | 27k | 177.70 |
|
|
| Select Sector Spdr Tr Indl (XLI) | 0.4 | $4.7M | +25% | 36k | 131.76 |
|
| Verizon Communications (VZ) | 0.4 | $4.7M | -2% | 118k | 39.99 |
|
| Ishares Tr National Mun Etf (MUB) | 0.3 | $4.5M | 42k | 106.55 |
|
|
| Pacer Fds Tr Pacer Us Small (CALF) | 0.3 | $4.3M | +19% | 97k | 44.01 |
|
| Procter & Gamble Company (PG) | 0.3 | $4.2M | +2% | 25k | 167.65 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.3 | $4.2M | +7% | 41k | 103.30 |
|
| Wal-Mart Stores (WMT) | 0.3 | $4.1M | +2% | 46k | 90.35 |
|
| First Tr Morningstar Divid L SHS (FDL) | 0.3 | $4.1M | +17% | 103k | 40.26 |
|
| Marsh & McLennan Companies (MMC) | 0.3 | $4.0M | +8% | 19k | 212.41 |
|
| Cintas Corporation (CTAS) | 0.3 | $4.0M | +3% | 22k | 182.70 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.3 | $4.0M | +96% | 155k | 25.86 |
|
| Automatic Data Processing (ADP) | 0.3 | $3.9M | -6% | 13k | 292.74 |
|
| Ishares Core Msci Emkt (IEMG) | 0.3 | $3.8M | 73k | 52.22 |
|
|
| Arthur J. Gallagher & Co. (AJG) | 0.3 | $3.7M | +8% | 13k | 283.86 |
|
| Relx Sponsored Adr (RELX) | 0.3 | $3.6M | -5% | 79k | 45.42 |
|
| Tesla Motors (TSLA) | 0.3 | $3.5M | +3% | 8.7k | 403.84 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.3 | $3.5M | 78k | 44.87 |
|
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.3 | $3.5M | 82k | 42.61 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $3.4M | -2% | 6.5k | 526.61 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.3 | $3.4M | +10% | 16k | 215.49 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $3.4M | +11% | 14k | 242.13 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $3.3M | +433% | 18k | 185.13 |
|
| Paypal Holdings (PYPL) | 0.3 | $3.3M | 39k | 85.35 |
|
|
| Ishares Tr Aggres Alloc Etf (AOA) | 0.3 | $3.3M | +10% | 43k | 76.61 |
|
| Cisco Systems (CSCO) | 0.2 | $3.3M | -4% | 56k | 59.20 |
|
| Bank of America Corporation (BAC) | 0.2 | $3.3M | +3% | 75k | 43.95 |
|
| Linde SHS (LIN) | 0.2 | $3.3M | +4% | 7.8k | 418.68 |
|
| Vaneck Etf Trust Vaneck Shrt Muni (SMB) | 0.2 | $3.2M | -3% | 186k | 17.09 |
|
| Wec Energy Group (WEC) | 0.2 | $3.1M | -4% | 33k | 94.04 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $3.1M | +3% | 6.0k | 520.19 |
|
| Nasdaq Omx (NDAQ) | 0.2 | $3.1M | +10% | 40k | 77.31 |
|
| Bank of New York Mellon Corporation (BK) | 0.2 | $3.1M | 40k | 76.83 |
|
|
| Ishares Tr Mrning Sm Cp Etf (ISCV) | 0.2 | $3.0M | -2% | 47k | 63.41 |
|
| Waste Management (WM) | 0.2 | $2.9M | +11% | 14k | 201.78 |
|
| Wisdomtree Tr India Erngs Fd (EPI) | 0.2 | $2.9M | +34% | 64k | 45.27 |
|
| S&p Global (SPGI) | 0.2 | $2.9M | +10% | 5.8k | 498.04 |
|
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.2 | $2.9M | 100k | 28.67 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $2.9M | 18k | 161.77 |
|
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.2 | $2.8M | +16% | 36k | 78.61 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $2.8M | -3% | 6.4k | 444.68 |
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.2 | $2.8M | +59% | 160k | 17.70 |
|
| Ishares Tr Grwt Allocat Etf (AOR) | 0.2 | $2.8M | +6% | 49k | 57.32 |
|
| Hca Holdings (HCA) | 0.2 | $2.8M | 9.2k | 300.16 |
|
|
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.2 | $2.8M | 31k | 90.35 |
|
|
| Unilever Spon Adr New (UL) | 0.2 | $2.7M | -6% | 48k | 56.70 |
|
| Air Products & Chemicals (APD) | 0.2 | $2.7M | -4% | 9.4k | 290.04 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $2.7M | -2% | 15k | 187.51 |
|
| TJX Companies (TJX) | 0.2 | $2.7M | +6% | 22k | 120.81 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.2 | $2.6M | +22% | 35k | 75.69 |
|
| First Tr Exchange-traded No Amer Energy (EMLP) | 0.2 | $2.6M | +23% | 73k | 35.65 |
|
| Philip Morris International (PM) | 0.2 | $2.6M | +2% | 21k | 120.35 |
|
| Coca-Cola Company (KO) | 0.2 | $2.5M | 41k | 62.26 |
|
|
| American Water Works (AWK) | 0.2 | $2.5M | -7% | 20k | 124.49 |
|
| American Express Company (AXP) | 0.2 | $2.5M | 8.4k | 296.78 |
|
|
| Marathon Petroleum Corp (MPC) | 0.2 | $2.5M | +2% | 18k | 139.50 |
|
| Gilead Sciences (GILD) | 0.2 | $2.5M | -6% | 27k | 92.37 |
|
| Valero Energy Corporation (VLO) | 0.2 | $2.5M | +11% | 20k | 122.59 |
|
| Kimberly-Clark Corporation (KMB) | 0.2 | $2.4M | -6% | 18k | 131.04 |
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.2 | $2.4M | +5% | 46k | 51.73 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.2 | $2.4M | +15% | 34k | 70.00 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.2 | $2.4M | 40k | 58.79 |
|
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.2 | $2.3M | +136% | 25k | 91.43 |
|
| Wisdomtree Tr Us Midcap Divid (DON) | 0.2 | $2.3M | 46k | 50.97 |
|
|
| Mccormick & Co Com Non Vtg (MKC) | 0.2 | $2.3M | -8% | 30k | 76.24 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.2 | $2.2M | -9% | 29k | 78.65 |
|
| Johnson & Johnson (JNJ) | 0.2 | $2.2M | -5% | 16k | 144.62 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $2.2M | 32k | 70.28 |
|
|
| Trane Technologies SHS (TT) | 0.2 | $2.2M | 6.0k | 369.35 |
|
|
| Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG) | 0.2 | $2.2M | 46k | 48.42 |
|
|
| Synopsys (SNPS) | 0.2 | $2.2M | +8% | 4.5k | 485.36 |
|
| Walt Disney Company (DIS) | 0.2 | $2.2M | 20k | 111.35 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $2.2M | +10% | 13k | 172.42 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.2 | $2.1M | -3% | 59k | 36.32 |
|
| Altria (MO) | 0.2 | $2.1M | 40k | 52.29 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $2.1M | -6% | 5.9k | 351.79 |
|
| Pepsi (PEP) | 0.2 | $2.1M | -12% | 14k | 152.06 |
|
| Mid-America Apartment (MAA) | 0.2 | $2.1M | -5% | 13k | 154.57 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $2.0M | +802% | 8.5k | 240.29 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.2 | $2.0M | +9% | 24k | 85.66 |
|
| Parker-Hannifin Corporation (PH) | 0.2 | $2.0M | +5% | 3.2k | 636.07 |
|
| Metropcs Communications (TMUS) | 0.2 | $2.0M | 9.2k | 220.73 |
|
|
| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.1 | $2.0M | -4% | 43k | 46.24 |
|
| Realty Income (O) | 0.1 | $1.9M | -6% | 36k | 53.41 |
|
| At&t (T) | 0.1 | $1.9M | -2% | 85k | 22.77 |
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.1 | $1.9M | +9% | 22k | 87.82 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $1.9M | +362% | 88k | 21.16 |
|
| MetLife (MET) | 0.1 | $1.9M | -5% | 23k | 81.88 |
|
| Sanofi Sponsored Adr (SNY) | 0.1 | $1.8M | -2% | 38k | 48.23 |
|
| Netflix (NFLX) | 0.1 | $1.8M | +5% | 2.0k | 891.32 |
|
| salesforce (CRM) | 0.1 | $1.8M | +6% | 5.3k | 334.33 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $1.8M | +6% | 16k | 107.74 |
|
| Cincinnati Financial Corporation (CINF) | 0.1 | $1.7M | -7% | 12k | 143.69 |
|
| Chevron Corporation (CVX) | 0.1 | $1.7M | +6% | 12k | 144.84 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.1 | $1.7M | -9% | 27k | 65.08 |
|
| National Grid Sponsored Adr Ne (NGG) | 0.1 | $1.7M | -7% | 29k | 59.42 |
|
| Kroger (KR) | 0.1 | $1.7M | +13% | 28k | 61.15 |
|
| Fifth Third Ban (FITB) | 0.1 | $1.7M | 40k | 42.28 |
|
|
| Pacer Fds Tr Industrial Relet (INDS) | 0.1 | $1.7M | +8% | 47k | 35.30 |
|
| American Electric Power Company (AEP) | 0.1 | $1.6M | 17k | 92.23 |
|
|
| Zoetis Cl A (ZTS) | 0.1 | $1.6M | -10% | 9.9k | 162.93 |
|
| Shell Spon Ads (SHEL) | 0.1 | $1.6M | -4% | 26k | 62.65 |
|
| Medtronic SHS (MDT) | 0.1 | $1.6M | -15% | 20k | 79.88 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $1.6M | 33k | 47.83 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $1.6M | -17% | 8.2k | 189.99 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $1.6M | +3% | 2.3k | 693.17 |
|
| Pfizer (PFE) | 0.1 | $1.6M | -22% | 59k | 26.53 |
|
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.1 | $1.6M | -5% | 16k | 95.47 |
|
| First Tr Exchange Traded Hlth Care Alph (FXH) | 0.1 | $1.5M | +26% | 15k | 104.13 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $1.5M | -7% | 3.2k | 485.95 |
|
| Invesco Exchange Traded Fd T Large Cap Value (PWV) | 0.1 | $1.5M | 27k | 56.88 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC) | 0.1 | $1.5M | +15% | 38k | 40.14 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $1.5M | 8.6k | 169.30 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL) | 0.1 | $1.4M | 30k | 48.97 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $1.4M | +90% | 5.0k | 289.81 |
|
| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.1 | $1.4M | +14% | 30k | 48.67 |
|
| Quanta Services (PWR) | 0.1 | $1.4M | 4.5k | 316.06 |
|
|
| BP Sponsored Adr (BP) | 0.1 | $1.4M | +11% | 48k | 29.56 |
|
| Entergy Corporation (ETR) | 0.1 | $1.4M | +102% | 19k | 75.82 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $1.4M | 5.1k | 280.08 |
|
|
| Williams Companies (WMB) | 0.1 | $1.4M | 26k | 54.12 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $1.4M | +6% | 12k | 113.11 |
|
| Public Service Enterprise (PEG) | 0.1 | $1.4M | +2% | 17k | 84.49 |
|
| Honeywell International (HON) | 0.1 | $1.4M | 6.0k | 225.89 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $1.4M | +7% | 5.0k | 269.67 |
|
| Amgen (AMGN) | 0.1 | $1.4M | +2% | 5.2k | 260.66 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $1.3M | 15k | 89.04 |
|
|
| Citizens Financial (CFG) | 0.1 | $1.3M | 30k | 43.76 |
|
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $1.3M | +110% | 13k | 100.60 |
|
| International Paper Company (IP) | 0.1 | $1.3M | 24k | 53.82 |
|
|
| Union Pacific Corporation (UNP) | 0.1 | $1.3M | +13% | 5.6k | 228.06 |
|
| Citigroup Com New (C) | 0.1 | $1.2M | +2% | 18k | 70.39 |
|
| First Tr Exchange Traded Indls Prod Dur (FXR) | 0.1 | $1.2M | +16% | 17k | 74.81 |
|
| Boston Scientific Corporation (BSX) | 0.1 | $1.2M | +5% | 14k | 89.32 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN) | 0.1 | $1.2M | +19% | 24k | 51.38 |
|
| Oracle Corporation (ORCL) | 0.1 | $1.2M | +14% | 7.3k | 166.63 |
|
| Caterpillar (CAT) | 0.1 | $1.2M | +3% | 3.3k | 362.74 |
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.1 | $1.2M | -4% | 20k | 59.77 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $1.2M | -18% | 2.9k | 402.70 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.2M | +9% | 8.9k | 131.30 |
|
| Nxp Semiconductors N V (NXPI) | 0.1 | $1.2M | -31% | 5.6k | 207.85 |
|
| Danaher Corporation (DHR) | 0.1 | $1.2M | +2% | 5.0k | 229.57 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $1.2M | -5% | 15k | 75.61 |
|
| Hershey Company (HSY) | 0.1 | $1.1M | -30% | 6.8k | 169.36 |
|
| Servicenow (NOW) | 0.1 | $1.1M | +6% | 1.1k | 1060.12 |
|
| Nextera Energy (NEE) | 0.1 | $1.1M | 16k | 71.69 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP) | 0.1 | $1.1M | 27k | 40.55 |
|
|
| Ameriprise Financial (AMP) | 0.1 | $1.1M | 2.1k | 532.49 |
|
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.1 | $1.1M | -58% | 21k | 51.99 |
|
| First Tr Lrge Cp Core Alpha Com Shs (FEX) | 0.1 | $1.1M | +41% | 11k | 104.30 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $1.1M | NEW | 9.7k | 110.53 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $1.0M | -9% | 2.5k | 410.36 |
|
| United Therapeutics Corporation (UTHR) | 0.1 | $1.0M | NEW | 2.9k | 352.84 |
|
| EOG Resources (EOG) | 0.1 | $1.0M | +4% | 8.4k | 122.58 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $1.0M | -40% | 9.6k | 106.55 |
|
| Southern Company (SO) | 0.1 | $1.0M | +10% | 12k | 82.32 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $1.0M | +7% | 1.9k | 521.96 |
|
| Capital One Financial (COF) | 0.1 | $1.0M | +5% | 5.6k | 178.32 |
|
| Paychex (PAYX) | 0.1 | $1.0M | -3% | 7.1k | 140.21 |
|
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.1 | $996k | +11% | 86k | 11.53 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $991k | 3.1k | 322.14 |
|
|
| Roper Industries (ROP) | 0.1 | $952k | -3% | 1.8k | 519.94 |
|
| Old Dominion Freight Line (ODFL) | 0.1 | $944k | -17% | 5.4k | 176.40 |
|
| FirstEnergy (FE) | 0.1 | $933k | 24k | 39.78 |
|
|
| Cme (CME) | 0.1 | $930k | -6% | 4.0k | 232.25 |
|
| American Tower Reit (AMT) | 0.1 | $929k | -4% | 5.1k | 183.40 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $926k | -16% | 10k | 92.45 |
|
| Intuit (INTU) | 0.1 | $925k | +8% | 1.5k | 628.67 |
|
| Prologis (PLD) | 0.1 | $923k | -27% | 8.7k | 105.70 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $921k | +66% | 1.7k | 538.66 |
|
| The Trade Desk Com Cl A (TTD) | 0.1 | $921k | +2% | 7.8k | 117.53 |
|
| Fidelity National Financial Fnf Group Com (FNF) | 0.1 | $913k | 16k | 56.14 |
|
|
| Sempra Energy (SRE) | 0.1 | $907k | 10k | 87.72 |
|
|
| Progressive Corporation (PGR) | 0.1 | $906k | +3% | 3.8k | 239.61 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $905k | 1.9k | 469.23 |
|
|
| NiSource (NI) | 0.1 | $877k | +8% | 24k | 36.76 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $867k | +42% | 7.7k | 112.25 |
|
| Ishares Tr Modert Alloc Etf (AOM) | 0.1 | $863k | -2% | 20k | 43.44 |
|
| Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 0.1 | $861k | -3% | 44k | 19.82 |
|
| DTE Energy Company (DTE) | 0.1 | $853k | +3% | 7.1k | 120.75 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $850k | -2% | 7.3k | 115.73 |
|
| Lowe's Companies (LOW) | 0.1 | $844k | +2% | 3.4k | 246.77 |
|
| General Mills (GIS) | 0.1 | $840k | 13k | 63.77 |
|
|
| Dominion Resources (D) | 0.1 | $835k | 16k | 53.86 |
|
|
| GSK Sponsored Adr (GSK) | 0.1 | $834k | +3% | 25k | 33.82 |
|
| 1 800 Flowers Cl A (FLWS) | 0.1 | $833k | 102k | 8.17 |
|
|
| Advanced Micro Devices (AMD) | 0.1 | $815k | +5% | 6.7k | 120.79 |
|
| Constellation Energy (CEG) | 0.1 | $799k | 3.6k | 223.73 |
|
|
| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.1 | $793k | +12% | 13k | 59.14 |
|
| Thomson Reuters Corp. (TRI) | 0.1 | $788k | 4.9k | 160.38 |
|
|
| Eaton Corp SHS (ETN) | 0.1 | $782k | +9% | 2.4k | 331.87 |
|
| Palo Alto Networks (PANW) | 0.1 | $773k | +114% | 4.2k | 181.96 |
|
| Regions Financial Corporation (RF) | 0.1 | $765k | +2% | 33k | 23.52 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $758k | 12k | 62.31 |
|
|
| Chipotle Mexican Grill (CMG) | 0.1 | $750k | +21% | 12k | 60.30 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $747k | -26% | 8.7k | 86.02 |
|
| Unum (UNM) | 0.1 | $718k | 9.8k | 73.03 |
|
|
| CSX Corporation (CSX) | 0.1 | $712k | -4% | 22k | 32.27 |
|
| Eversource Energy (ES) | 0.1 | $710k | 12k | 57.43 |
|
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.1 | $700k | +10% | 12k | 58.35 |
|
| Xcel Energy (XEL) | 0.1 | $696k | +91% | 10k | 67.52 |
|
| General Dynamics Corporation (GD) | 0.1 | $678k | -2% | 2.6k | 263.46 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $657k | 5.2k | 127.59 |
|
|
| Prudential Financial (PRU) | 0.0 | $655k | +42% | 5.5k | 118.53 |
|
| Deere & Company (DE) | 0.0 | $655k | -7% | 1.5k | 423.62 |
|
| Blackrock (BLK) | 0.0 | $652k | NEW | 636.00 | 1025.19 |
|
| Invesco Exchange Traded Fd T Food & Beverage (PBJ) | 0.0 | $647k | +4% | 14k | 46.48 |
|
| O'reilly Automotive (ORLY) | 0.0 | $645k | -7% | 544.00 | 1185.80 |
|
| Global X Fds Defense Tech Etf (SHLD) | 0.0 | $628k | -16% | 17k | 37.41 |
|
| Ishares Tr Msci India Etf (INDA) | 0.0 | $626k | -47% | 12k | 52.64 |
|
| PNC Financial Services (PNC) | 0.0 | $624k | 3.2k | 192.85 |
|
|
| Corpay Com Shs (CPAY) | 0.0 | $622k | -3% | 1.8k | 338.42 |
|
| Shopify Cl A (SHOP) | 0.0 | $619k | NEW | 5.8k | 106.33 |
|
| Moody's Corporation (MCO) | 0.0 | $617k | +4% | 1.3k | 473.37 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG) | 0.0 | $617k | +7% | 13k | 46.54 |
|
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.0 | $616k | -31% | 12k | 50.07 |
|
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.0 | $611k | 19k | 31.79 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $607k | NEW | 10k | 58.93 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $598k | 14k | 44.04 |
|
|
| Ishares Tr Conser Alloc Etf (AOK) | 0.0 | $596k | 16k | 37.30 |
|
|
| Interpublic Group of Companies (IPG) | 0.0 | $595k | +2% | 21k | 28.02 |
|
| Southern Copper Corporation (SCCO) | 0.0 | $595k | +10% | 6.5k | 91.13 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $593k | -8% | 11k | 56.56 |
|
| Howmet Aerospace (HWM) | 0.0 | $591k | +6% | 5.4k | 109.38 |
|
| Goldman Sachs (GS) | 0.0 | $586k | +6% | 1.0k | 572.82 |
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.0 | $579k | +31% | 9.1k | 63.45 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $579k | +6% | 1.7k | 339.93 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $576k | -8% | 25k | 22.98 |
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $573k | 6.8k | 84.14 |
|
|
| Principal Financial (PFG) | 0.0 | $566k | -3% | 7.3k | 77.41 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $565k | +150% | 13k | 43.38 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL) | 0.0 | $557k | -2% | 13k | 41.98 |
|
| Ametek (AME) | 0.0 | $555k | 3.1k | 180.26 |
|
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $547k | -20% | 7.4k | 74.27 |
|
| Consolidated Edison (ED) | 0.0 | $545k | -3% | 6.1k | 89.23 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $544k | +24% | 28k | 19.59 |
|
| Avidxchange Holdings (AVDX) | 0.0 | $542k | 52k | 10.34 |
|
|
| Hp (HPQ) | 0.0 | $537k | -12% | 17k | 32.63 |
|
| Ford Motor Company (F) | 0.0 | $536k | -35% | 54k | 9.90 |
|
| Ares Capital Corporation (ARCC) | 0.0 | $522k | 24k | 21.89 |
|
|
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.0 | $521k | +5% | 13k | 41.73 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $519k | -71% | 2.9k | 178.08 |
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $518k | -9% | 8.9k | 58.27 |
|
| Ecolab (ECL) | 0.0 | $515k | +3% | 2.2k | 234.32 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Inte (YDEC) | 0.0 | $511k | -8% | 23k | 22.57 |
|
| Kla Corp Com New (KLAC) | 0.0 | $509k | +30% | 807.00 | 630.12 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR) | 0.0 | $506k | 12k | 41.29 |
|
|
| 3M Company (MMM) | 0.0 | $506k | -5% | 3.9k | 129.10 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $505k | 2.5k | 198.18 |
|
|
| Cameco Corporation (CCJ) | 0.0 | $499k | +7% | 9.7k | 51.39 |
|
| Exchange Traded Concepts Tru Robo Glb Etf (ROBO) | 0.0 | $487k | +15% | 8.7k | 56.26 |
|
| Hartford Financial Services (HIG) | 0.0 | $483k | -4% | 4.4k | 109.40 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $480k | +18% | 4.6k | 105.48 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $477k | +7% | 18k | 26.33 |
|
| Norfolk Southern (NSC) | 0.0 | $475k | +72% | 2.0k | 234.66 |
|
| Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) | 0.0 | $469k | NEW | 2.2k | 210.14 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP) | 0.0 | $465k | +3% | 10k | 45.70 |
|
| Proshares Tr Pshs Ultra Qqq (QLD) | 0.0 | $465k | 4.3k | 108.24 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $463k | +31% | 744.00 | 621.80 |
|
| Spdr Ser Tr Oilgas Equip (XES) | 0.0 | $456k | -22% | 5.8k | 78.92 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $449k | +25% | 2.6k | 175.23 |
|
| Wells Fargo & Company (WFC) | 0.0 | $448k | +25% | 6.4k | 70.25 |
|
| Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) | 0.0 | $436k | -70% | 8.7k | 50.18 |
|
| Novagold Res Com New (NG) | 0.0 | $428k | 129k | 3.33 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $421k | 4.8k | 88.40 |
|
|
| Baker Hughes Company Cl A (BKR) | 0.0 | $421k | NEW | 10k | 41.02 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $419k | +300% | 15k | 27.87 |
|
| TowneBank (TOWN) | 0.0 | $412k | 12k | 34.06 |
|
|
| Sonoco Products Company (SON) | 0.0 | $410k | 8.4k | 48.85 |
|
|
| Exelon Corporation (EXC) | 0.0 | $406k | 11k | 37.64 |
|
|
| Target Corporation (TGT) | 0.0 | $403k | +14% | 3.0k | 135.18 |
|
| Janus Henderson Group Ord Shs (JHG) | 0.0 | $398k | -4% | 9.4k | 42.53 |
|
| Ge Aerospace Com New (GE) | 0.0 | $391k | +3% | 2.3k | 166.80 |
|
| Adams Express Company (ADX) | 0.0 | $390k | 19k | 20.20 |
|
|
| Superior Uniform (SGC) | 0.0 | $389k | -6% | 24k | 16.53 |
|
| Emerson Electric (EMR) | 0.0 | $385k | -32% | 3.1k | 123.95 |
|
| Boeing Company (BA) | 0.0 | $382k | +3% | 2.2k | 177.00 |
|
| Martin Marietta Materials (MLM) | 0.0 | $380k | +6% | 736.00 | 516.50 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $380k | -9% | 4.7k | 80.27 |
|
| Morgan Stanley Com New (MS) | 0.0 | $378k | +22% | 3.0k | 125.71 |
|
| Wisdomtree Tr Blmbg Us Bull (USDU) | 0.0 | $375k | NEW | 14k | 27.66 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $373k | +80% | 1.4k | 264.08 |
|
| Copart (CPRT) | 0.0 | $373k | +11% | 6.5k | 57.39 |
|
| Kinder Morgan (KMI) | 0.0 | $372k | -2% | 14k | 27.40 |
|
| ConocoPhillips (COP) | 0.0 | $367k | -32% | 3.7k | 99.17 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $364k | NEW | 4.8k | 75.63 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT) | 0.0 | $363k | +29% | 8.5k | 42.63 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN) | 0.0 | $355k | 9.1k | 39.08 |
|
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $351k | 4.7k | 74.73 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV) | 0.0 | $351k | +10% | 7.3k | 47.82 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $342k | -3% | 5.7k | 59.73 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) | 0.0 | $342k | +10% | 6.9k | 49.77 |
|
| Spdr Ser Tr Msci Usa Strtgic (QUS) | 0.0 | $337k | 2.2k | 154.85 |
|
|
| Genuine Parts Company (GPC) | 0.0 | $336k | -23% | 2.9k | 116.74 |
|
| Dell Technologies CL C (DELL) | 0.0 | $334k | NEW | 2.9k | 115.23 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT) | 0.0 | $332k | 8.4k | 39.37 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest Int June (YJUN) | 0.0 | $330k | -8% | 15k | 21.59 |
|
| First Tr Exchange-traded Nas Clnedg Green (QCLN) | 0.0 | $330k | -2% | 9.7k | 33.93 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $328k | 1.2k | 279.06 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $327k | -24% | 4.3k | 76.46 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $322k | -29% | 8.6k | 37.53 |
|
| Old Republic International Corporation (ORI) | 0.0 | $320k | +2% | 8.8k | 36.19 |
|
| Onemain Holdings (OMF) | 0.0 | $317k | +4% | 6.1k | 52.13 |
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $316k | +10% | 4.0k | 78.93 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $312k | +32% | 1.6k | 190.88 |
|
| Gaming & Leisure Pptys (GLPI) | 0.0 | $308k | 6.4k | 48.16 |
|
|
| Bridgewater Bancshares (BWB) | 0.0 | $301k | 22k | 13.51 |
|
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.0 | $301k | 3.2k | 92.72 |
|
|
| Markel Corporation (MKL) | 0.0 | $300k | 174.00 | 1726.23 |
|
|
| Bar Harbor Bankshares (BHB) | 0.0 | $300k | -4% | 9.8k | 30.58 |
|
| Applied Materials (AMAT) | 0.0 | $300k | +36% | 1.8k | 162.63 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $299k | +4% | 3.5k | 86.31 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC) | 0.0 | $297k | 6.7k | 44.58 |
|
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $296k | 6.6k | 44.92 |
|
|
| Invesco Exchange Traded Fd T Dorsey Wright He (PTH) | 0.0 | $296k | +23% | 7.4k | 40.04 |
|
| Ralph Lauren Corp Cl A (RL) | 0.0 | $294k | 1.3k | 230.98 |
|
|
| Escalade (ESCA) | 0.0 | $293k | -8% | 21k | 14.28 |
|
| H&R Block (HRB) | 0.0 | $293k | 5.5k | 52.84 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $292k | -10% | 3.9k | 74.01 |
|
| Edwards Lifesciences (EW) | 0.0 | $289k | +3% | 3.9k | 74.03 |
|
| Chubb (CB) | 0.0 | $289k | +5% | 1.0k | 276.20 |
|
| Vail Resorts (MTN) | 0.0 | $288k | -9% | 1.5k | 187.45 |
|
| Allstate Corporation (ALL) | 0.0 | $287k | +7% | 1.5k | 192.79 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $286k | +52% | 6.8k | 41.82 |
|
| Kkr & Co (KKR) | 0.0 | $285k | NEW | 1.9k | 147.91 |
|
| Acuity Brands (AYI) | 0.0 | $280k | NEW | 959.00 | 292.13 |
|
| Wendy's/arby's Group (WEN) | 0.0 | $278k | -49% | 17k | 16.30 |
|
| Whirlpool Corporation (WHR) | 0.0 | $278k | 2.4k | 114.49 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR) | 0.0 | $278k | 7.4k | 37.49 |
|
|
| Compass Diversified Sh Ben Int (CODI) | 0.0 | $275k | NEW | 12k | 23.08 |
|
| Westwood Holdings (WHG) | 0.0 | $275k | -3% | 19k | 14.51 |
|
| Northwestern Energy Group In Com New (NWE) | 0.0 | $275k | -10% | 5.1k | 53.46 |
|
| Epr Pptys Com Sh Ben Int (EPR) | 0.0 | $273k | NEW | 6.2k | 44.28 |
|
| McKesson Corporation (MCK) | 0.0 | $272k | +6% | 478.00 | 569.91 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $272k | -27% | 4.5k | 60.75 |
|
| Equinix (EQIX) | 0.0 | $271k | 287.00 | 942.89 |
|
|
| Harbor Etf Trust Harbor Commodity (HGER) | 0.0 | $270k | -16% | 12k | 22.14 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $270k | 789.00 | 342.16 |
|
|
| Pembina Pipeline Corp (PBA) | 0.0 | $269k | NEW | 7.3k | 36.95 |
|
| Hercules Technology Growth Capital (HTGC) | 0.0 | $269k | +10% | 13k | 20.09 |
|
| Lazard Ltd Shs -a - (LAZ) | 0.0 | $268k | NEW | 5.2k | 51.48 |
|
| Monro Muffler Brake (MNRO) | 0.0 | $267k | -10% | 11k | 24.80 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG) | 0.0 | $266k | +11% | 7.5k | 35.28 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $264k | 1.9k | 139.39 |
|
|
| Ethan Allen Interiors (ETD) | 0.0 | $264k | +35% | 9.4k | 28.11 |
|
| American Software (LGTY) | 0.0 | $261k | NEW | 24k | 11.08 |
|
| Equinor Asa Sponsored Adr (EQNR) | 0.0 | $259k | -20% | 11k | 23.69 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) | 0.0 | $258k | +16% | 10k | 25.52 |
|
| First Tr Exchange-traded Nasd Tech Div (TDIV) | 0.0 | $255k | +10% | 3.3k | 78.46 |
|
| Owens Corning (OC) | 0.0 | $250k | +11% | 1.5k | 170.28 |
|
| Digital Realty Trust (DLR) | 0.0 | $249k | +10% | 1.4k | 177.33 |
|
| Becton, Dickinson and (BDX) | 0.0 | $248k | -39% | 1.1k | 226.79 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $247k | -25% | 5.0k | 49.41 |
|
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.0 | $247k | -15% | 9.4k | 26.19 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY) | 0.0 | $246k | 5.2k | 47.43 |
|
|
| Bank of Hawaii Corporation (BOH) | 0.0 | $244k | NEW | 3.4k | 71.24 |
|
| L3harris Technologies (LHX) | 0.0 | $243k | -3% | 1.2k | 210.28 |
|
| Schlumberger Com Stk (SLB) | 0.0 | $242k | -4% | 6.3k | 38.34 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $241k | 4.2k | 57.41 |
|
|
| Intel Corporation (INTC) | 0.0 | $240k | -6% | 12k | 20.05 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR) | 0.0 | $240k | -2% | 6.3k | 38.17 |
|
| Travelers Companies (TRV) | 0.0 | $239k | +9% | 991.00 | 240.89 |
|
| Southwest Airlines (LUV) | 0.0 | $238k | -6% | 7.1k | 33.62 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB) | 0.0 | $234k | +5% | 5.5k | 42.69 |
|
| Ge Vernova (GEV) | 0.0 | $233k | NEW | 707.00 | 328.93 |
|
| SJW (SJW) | 0.0 | $230k | NEW | 4.7k | 49.22 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $229k | 2.3k | 100.34 |
|
|
| Procept Biorobotics Corp (PRCT) | 0.0 | $229k | NEW | 2.8k | 80.52 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $228k | NEW | 5.6k | 40.67 |
|
| Lamar Advertising Cl A (LAMR) | 0.0 | $227k | +4% | 1.9k | 121.74 |
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.0 | $226k | 2.3k | 99.92 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY) | 0.0 | $225k | NEW | 6.1k | 36.89 |
|
| Wix SHS (WIX) | 0.0 | $224k | NEW | 1.0k | 214.55 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC) | 0.0 | $223k | -2% | 8.1k | 27.54 |
|
| Atmos Energy Corporation (ATO) | 0.0 | $222k | 1.6k | 139.27 |
|
|
| Ishares Tr High Yld Systm B (HYDB) | 0.0 | $220k | +2% | 4.7k | 47.01 |
|
| Starbucks Corporation (SBUX) | 0.0 | $216k | +5% | 2.4k | 91.26 |
|
| MercadoLibre (MELI) | 0.0 | $214k | 126.00 | 1698.75 |
|
|
| Enbridge (ENB) | 0.0 | $214k | NEW | 5.0k | 42.43 |
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR) | 0.0 | $212k | NEW | 5.7k | 37.46 |
|
| Vanguard World Consum Dis Etf (VCR) | 0.0 | $212k | NEW | 564.00 | 375.38 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.0 | $210k | +7% | 2.3k | 90.42 |
|
| Corning Incorporated (GLW) | 0.0 | $208k | NEW | 4.4k | 47.52 |
|
| Ventas (VTR) | 0.0 | $207k | 3.5k | 58.89 |
|
|
| Best Buy (BBY) | 0.0 | $206k | +6% | 2.4k | 85.82 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) | 0.0 | $205k | -25% | 6.6k | 30.88 |
|
| Evolution Petroleum Corporation (EPM) | 0.0 | $188k | +54% | 36k | 5.23 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $180k | +8% | 66k | 2.72 |
|
| Postal Realty Trust Cl A (PSTL) | 0.0 | $177k | -22% | 14k | 13.05 |
|
| Thornburg Income Builder (TBLD) | 0.0 | $163k | 10k | 16.28 |
|
|
| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.0 | $129k | 10k | 12.86 |
|
|
| Resources Connection (RGP) | 0.0 | $111k | +2% | 13k | 8.53 |
|
| Fs Credit Opportunities Corp Common Stock (FSCO) | 0.0 | $107k | 16k | 6.82 |
|
|
| Gerdau Sa Spon Adr Rep Pfd (GGB) | 0.0 | $42k | 14k | 2.88 |
|
|
| Village Farms International (VFF) | 0.0 | $22k | 29k | 0.77 |
|
|
| 374water (SCWO) | 0.0 | $8.5k | 13k | 0.68 |
|
Past Filings by Prosperity Consulting Group
SEC 13F filings are viewable for Prosperity Consulting Group going back to 2021
- Prosperity Consulting Group 2024 Q4 filed Feb. 14, 2025
- Prosperity Consulting Group 2024 Q3 filed Oct. 15, 2024
- Prosperity Consulting Group 2024 Q2 filed Aug. 8, 2024
- Prosperity Consulting Group 2024 Q1 filed May 1, 2024
- Prosperity Consulting Group 2023 Q3 filed Nov. 14, 2023
- Prosperity Consulting Group 2023 Q2 filed July 25, 2023
- Prosperity Consulting Group 2023 Q1 filed April 24, 2023
- Prosperity Consulting Group 2022 Q4 filed Feb. 8, 2023
- Prosperity Consulting Group 2022 Q3 filed Oct. 17, 2022
- Prosperity Consulting Group 2022 Q2 filed July 25, 2022
- Prosperity Consulting Group 2022 Q1 filed April 19, 2022
- Prosperity Consulting Group 2021 Q4 filed Feb. 10, 2022