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, SCHD, and represent 19.56% of Prosperity Consulting Group's stock portfolio.
- Added to shares of these 10 stocks: AAPL (+$39M), XLK (+$24M), MSFT (+$14M), XLV (+$13M), SCHD (+$12M), IGIB (+$12M), BRK.B (+$12M), JPST (+$12M), XLY (+$11M), XLC (+$10M).
- Started 166 new stock positions in DUK, KLAC, INDS, GAPR, XES, SLB, HPQ, FPE, HIG, REVG.
- Reduced shares in these 10 stocks: BBJP, XHLF, ORCL, CAT, VEA, SCHA, SONY, GILD, UL, MAA.
- Sold out of its positions in BOH, CL, CODI, DXCM, ELF, FCX, HBAN, BBJP, MRNA, VLU. SMCI.
- Prosperity Consulting Group was a net buyer of stock by $502M.
- Prosperity Consulting Group has $1.3B in assets under management (AUM), dropping by 73.80%.
- Central Index Key (CIK): 0001910398
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Portfolio Holdings for Prosperity Consulting Group
Prosperity Consulting Group holds 458 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 5.7 | $73M | +13% | 126k | 576.82 |
|
| Apple (AAPL) | 4.8 | $62M | +171% | 266k | 233.00 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 3.8 | $48M | +3% | 477k | 101.27 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 3.0 | $39M | +12% | 652k | 59.51 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 2.3 | $29M | +74% | 344k | 84.53 |
|
| Microsoft Corporation (MSFT) | 2.2 | $28M | +104% | 65k | 430.30 |
|
| Select Sector Spdr Tr Technology (XLK) | 2.0 | $26M | +1417% | 114k | 225.76 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.7 | $22M | +59% | 38k | 573.76 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 1.5 | $20M | +4% | 99k | 200.85 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 1.3 | $17M | -2% | 119k | 142.04 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.3 | $16M | +274% | 35k | 460.26 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.3 | $16M | +4% | 170k | 95.75 |
|
| Amazon (AMZN) | 1.2 | $15M | +71% | 82k | 186.33 |
|
| NVIDIA Corporation (NVDA) | 1.0 | $13M | +95% | 110k | 121.44 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.0 | $13M | +2040% | 87k | 154.02 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 1.0 | $12M | +38% | 93k | 132.25 |
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.9 | $12M | +3352% | 238k | 50.74 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.9 | $12M | NEW | 224k | 53.72 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.9 | $12M | +1704% | 57k | 200.37 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.8 | $11M | +7% | 182k | 57.53 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $10M | +99% | 62k | 165.85 |
|
| Costco Wholesale Corporation (COST) | 0.8 | $10M | +152% | 12k | 886.51 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.8 | $10M | NEW | 111k | 90.40 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.8 | $10M | +111% | 173k | 57.83 |
|
| First Tr Value Line Divid In SHS (FVD) | 0.8 | $9.9M | NEW | 218k | 45.49 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.7 | $9.5M | -3% | 115k | 83.21 |
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $9.5M | +44% | 45k | 210.86 |
|
| Home Depot (HD) | 0.7 | $9.4M | +64% | 23k | 405.21 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.7 | $9.4M | -8% | 178k | 52.81 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.7 | $9.1M | +1826% | 201k | 45.32 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.7 | $9.0M | +5% | 83k | 107.65 |
|
| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.7 | $8.6M | -6% | 161k | 53.70 |
|
| Exxon Mobil Corporation (XOM) | 0.6 | $8.3M | +10% | 70k | 117.22 |
|
| Visa Com Cl A (V) | 0.6 | $8.2M | +119% | 30k | 274.95 |
|
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.6 | $8.1M | +4% | 234k | 34.49 |
|
| Broadcom (AVGO) | 0.6 | $7.7M | +1240% | 44k | 172.50 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.6 | $7.6M | +31% | 39k | 198.06 |
|
| Eli Lilly & Co. (LLY) | 0.6 | $7.4M | +154% | 8.3k | 885.93 |
|
| UnitedHealth (UNH) | 0.6 | $7.3M | +216% | 13k | 584.69 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.6 | $7.2M | NEW | 33k | 220.05 |
|
| Sap Se Spon Adr (SAP) | 0.5 | $6.6M | -7% | 29k | 229.10 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.5 | $6.5M | +1106% | 129k | 50.94 |
|
| McDonald's Corporation (MCD) | 0.5 | $6.4M | +11% | 21k | 304.51 |
|
| International Business Machines (IBM) | 0.5 | $6.2M | +6% | 28k | 221.08 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $6.2M | +124% | 37k | 167.19 |
|
| Oneok (OKE) | 0.5 | $6.1M | -7% | 67k | 91.13 |
|
| Merck & Co (MRK) | 0.5 | $6.1M | +2% | 53k | 113.56 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.5 | $6.0M | NEW | 96k | 62.69 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.5 | $5.8M | +4% | 65k | 89.36 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.4 | $5.8M | +2% | 49k | 117.29 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $5.7M | +74% | 12k | 488.07 |
|
| Watsco, Incorporated (WSO) | 0.4 | $5.7M | 12k | 491.88 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $5.5M | -4% | 25k | 220.89 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.4 | $5.5M | NEW | 22k | 243.47 |
|
| Qualcomm (QCOM) | 0.4 | $5.5M | -5% | 32k | 170.05 |
|
| Verizon Communications (VZ) | 0.4 | $5.4M | +20% | 121k | 44.91 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN) | 0.4 | $5.4M | -5% | 121k | 44.72 |
|
| Republic Services (RSG) | 0.4 | $5.4M | -9% | 27k | 200.84 |
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG) | 0.4 | $5.2M | 134k | 39.13 |
|
|
| Abbvie (ABBV) | 0.4 | $5.2M | +11% | 26k | 197.48 |
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.4 | $5.2M | NEW | 45k | 114.97 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $5.1M | -8% | 30k | 173.67 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.4 | $5.0M | +5% | 63k | 78.69 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $4.8M | +4% | 13k | 375.39 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.4 | $4.8M | -9% | 31k | 155.84 |
|
| Meta Platforms Cl A (META) | 0.4 | $4.7M | +26% | 8.2k | 572.41 |
|
| Ishares Tr National Mun Etf (MUB) | 0.4 | $4.5M | +93% | 42k | 108.63 |
|
| Snap-on Incorporated (SNA) | 0.3 | $4.5M | -9% | 15k | 289.71 |
|
| Cintas Corporation (CTAS) | 0.3 | $4.4M | +2899% | 21k | 205.88 |
|
| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.3 | $4.3M | NEW | 497k | 8.72 |
|
| Procter & Gamble Company (PG) | 0.3 | $4.3M | +6% | 25k | 173.20 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 0.3 | $4.3M | +457% | 143k | 29.89 |
|
| Ishares Core Msci Emkt (IEMG) | 0.3 | $4.2M | +3% | 72k | 57.41 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.3 | $4.0M | -15% | 79k | 51.50 |
|
| Automatic Data Processing (ADP) | 0.3 | $4.0M | -9% | 14k | 276.73 |
|
| Relx Sponsored Adr (RELX) | 0.3 | $4.0M | -11% | 83k | 47.46 |
|
| Marsh & McLennan Companies (MMC) | 0.3 | $3.9M | +727% | 18k | 223.09 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.3 | $3.8M | +1045% | 28k | 135.44 |
|
| Pacer Fds Tr Pacer Us Small (CALF) | 0.3 | $3.8M | NEW | 81k | 46.52 |
|
| Hca Holdings (HCA) | 0.3 | $3.7M | NEW | 9.1k | 406.42 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.3 | $3.7M | NEW | 38k | 96.52 |
|
| First Tr Morningstar Divid L SHS (FDL) | 0.3 | $3.7M | NEW | 87k | 41.95 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.3 | $3.6M | +3% | 78k | 46.74 |
|
| Wal-Mart Stores (WMT) | 0.3 | $3.6M | +44% | 45k | 80.75 |
|
| Thermo Fisher Scientific (TMO) | 0.3 | $3.6M | NEW | 5.8k | 618.52 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.3 | $3.6M | NEW | 83k | 43.42 |
|
| Linde SHS (LIN) | 0.3 | $3.6M | +133% | 7.5k | 476.86 |
|
| Adobe Systems Incorporated (ADBE) | 0.3 | $3.4M | +981% | 6.6k | 517.78 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.3 | $3.4M | +62% | 12k | 281.38 |
|
| Wec Energy Group (WEC) | 0.3 | $3.4M | -2% | 35k | 96.18 |
|
| Unilever Spon Adr New (UL) | 0.3 | $3.3M | -16% | 51k | 64.96 |
|
| Vaneck Etf Trust Vaneck Shrt Muni (SMB) | 0.3 | $3.3M | -11% | 193k | 17.29 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.3 | $3.3M | NEW | 14k | 230.59 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $3.3M | +344% | 6.6k | 493.83 |
|
| American Water Works (AWK) | 0.2 | $3.2M | +13% | 22k | 146.24 |
|
| Cisco Systems (CSCO) | 0.2 | $3.1M | -9% | 58k | 53.22 |
|
| Ishares Tr Aggres Alloc Etf (AOA) | 0.2 | $3.1M | +31% | 39k | 78.91 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $3.1M | -11% | 15k | 206.57 |
|
| Paypal Holdings (PYPL) | 0.2 | $3.0M | 39k | 78.03 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $3.0M | +764% | 13k | 243.06 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $3.0M | NEW | 18k | 167.67 |
|
| Ishares Tr Mrning Sm Cp Etf (ISCV) | 0.2 | $3.0M | 48k | 63.48 |
|
|
| Coca-Cola Company (KO) | 0.2 | $3.0M | +92% | 41k | 71.86 |
|
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.2 | $2.9M | +4% | 100k | 29.41 |
|
| Air Products & Chemicals (APD) | 0.2 | $2.9M | -11% | 9.9k | 297.74 |
|
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.2 | $2.9M | 31k | 93.11 |
|
|
| Bank of America Corporation (BAC) | 0.2 | $2.9M | +36% | 72k | 39.68 |
|
| Marathon Petroleum Corp (MPC) | 0.2 | $2.8M | NEW | 17k | 162.91 |
|
| Bank of New York Mellon Corporation (BK) | 0.2 | $2.8M | +8% | 39k | 71.86 |
|
| Kimberly-Clark Corporation (KMB) | 0.2 | $2.8M | -11% | 19k | 142.28 |
|
| Mccormick & Co Com Non Vtg (MKC) | 0.2 | $2.7M | -16% | 33k | 82.30 |
|
| S&p Global (SPGI) | 0.2 | $2.7M | NEW | 5.2k | 516.62 |
|
| Ishares Tr Grwt Allocat Etf (AOR) | 0.2 | $2.7M | +15% | 45k | 59.24 |
|
| Waste Management (WM) | 0.2 | $2.7M | +963% | 13k | 207.60 |
|
| Johnson & Johnson (JNJ) | 0.2 | $2.7M | +50% | 16k | 162.06 |
|
| Nasdaq Omx (NDAQ) | 0.2 | $2.6M | NEW | 36k | 73.01 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.2 | $2.6M | -8% | 51k | 52.13 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.2 | $2.6M | -3% | 41k | 64.60 |
|
| Pepsi (PEP) | 0.2 | $2.6M | +128% | 16k | 170.05 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.2 | $2.6M | +453% | 31k | 83.00 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.2 | $2.5M | NEW | 32k | 80.30 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $2.5M | NEW | 32k | 78.05 |
|
| Philip Morris International (PM) | 0.2 | $2.5M | +65% | 21k | 121.40 |
|
| Realty Income (O) | 0.2 | $2.5M | -3% | 39k | 63.42 |
|
| TJX Companies (TJX) | 0.2 | $2.4M | +256% | 21k | 117.54 |
|
| Valero Energy Corporation (VLO) | 0.2 | $2.4M | NEW | 18k | 135.03 |
|
| Gilead Sciences (GILD) | 0.2 | $2.4M | -21% | 29k | 83.84 |
|
| Wisdomtree Tr India Erngs Fd (EPI) | 0.2 | $2.4M | NEW | 47k | 50.46 |
|
| Wisdomtree Tr Us Midcap Divid (DON) | 0.2 | $2.4M | 46k | 51.13 |
|
|
| Trane Technologies SHS (TT) | 0.2 | $2.3M | +691% | 6.0k | 388.73 |
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.2 | $2.3M | +2% | 44k | 52.98 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.2 | $2.3M | NEW | 28k | 80.78 |
|
| Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG) | 0.2 | $2.3M | 47k | 49.17 |
|
|
| American Express Company (AXP) | 0.2 | $2.3M | -20% | 8.3k | 271.19 |
|
| Sanofi Sponsored Adr (SNY) | 0.2 | $2.2M | -21% | 39k | 57.63 |
|
| Mid-America Apartment (MAA) | 0.2 | $2.2M | -22% | 14k | 158.90 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $2.2M | +29% | 6.3k | 353.48 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.2 | $2.2M | -19% | 61k | 36.58 |
|
| Tesla Motors (TSLA) | 0.2 | $2.2M | +87% | 8.4k | 261.63 |
|
| Pfizer (PFE) | 0.2 | $2.2M | +31% | 76k | 28.94 |
|
| National Grid Sponsored Adr Ne (NGG) | 0.2 | $2.2M | -17% | 31k | 69.67 |
|
| Zoetis Cl A (ZTS) | 0.2 | $2.2M | +298% | 11k | 195.38 |
|
| Medtronic SHS (MDT) | 0.2 | $2.1M | -23% | 24k | 90.03 |
|
| Synopsys (SNPS) | 0.2 | $2.1M | +317% | 4.2k | 506.39 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.2 | $2.1M | NEW | 29k | 71.73 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.2 | $2.1M | -20% | 29k | 70.67 |
|
| Altria (MO) | 0.2 | $2.0M | +207% | 40k | 51.04 |
|
| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.2 | $2.0M | NEW | 45k | 45.89 |
|
| MetLife (MET) | 0.2 | $2.0M | +183% | 24k | 82.48 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $2.0M | +96% | 3.4k | 584.59 |
|
| First Tr Exchange-traded No Amer Energy (EMLP) | 0.2 | $2.0M | NEW | 59k | 33.60 |
|
| Nxp Semiconductors N V (NXPI) | 0.2 | $1.9M | +283% | 8.1k | 240.01 |
|
| Walt Disney Company (DIS) | 0.2 | $1.9M | +163% | 20k | 96.19 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $1.9M | +38% | 3.0k | 631.85 |
|
| At&t (T) | 0.1 | $1.9M | +100% | 87k | 22.00 |
|
| Metropcs Communications (TMUS) | 0.1 | $1.9M | NEW | 9.3k | 206.35 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $1.9M | NEW | 22k | 87.80 |
|
| Hershey Company (HSY) | 0.1 | $1.9M | -24% | 9.8k | 191.79 |
|
| Pacer Fds Tr Industrial Relet (INDS) | 0.1 | $1.9M | NEW | 43k | 43.29 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $1.8M | -26% | 19k | 96.57 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $1.8M | -16% | 10k | 179.31 |
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.1 | $1.8M | NEW | 20k | 90.80 |
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.1 | $1.8M | NEW | 100k | 18.10 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $1.8M | +169% | 2.2k | 833.35 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $1.8M | -17% | 9.9k | 182.00 |
|
| Cincinnati Financial Corporation (CINF) | 0.1 | $1.8M | NEW | 13k | 136.12 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $1.8M | +51% | 16k | 110.47 |
|
| American Electric Power Company (AEP) | 0.1 | $1.8M | +434% | 17k | 102.60 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $1.8M | NEW | 15k | 115.30 |
|
| Shell Spon Ads (SHEL) | 0.1 | $1.8M | -7% | 27k | 65.95 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $1.7M | +95% | 11k | 153.13 |
|
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.1 | $1.7M | -17% | 17k | 97.79 |
|
| Chevron Corporation (CVX) | 0.1 | $1.7M | +55% | 11k | 147.27 |
|
| Fifth Third Ban (FITB) | 0.1 | $1.7M | +280% | 39k | 42.84 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $1.7M | +301% | 3.6k | 465.08 |
|
| Amgen (AMGN) | 0.1 | $1.6M | -14% | 5.1k | 322.24 |
|
| Invesco Exchange Traded Fd T Large Cap Value (PWV) | 0.1 | $1.5M | 27k | 58.32 |
|
|
| Prologis (PLD) | 0.1 | $1.5M | +224% | 12k | 126.28 |
|
| Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) | 0.1 | $1.5M | -51% | 30k | 50.44 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $1.5M | +165% | 33k | 45.73 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $1.5M | 8.6k | 174.58 |
|
|
| Public Service Enterprise (PEG) | 0.1 | $1.4M | +217% | 16k | 89.21 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $1.4M | NEW | 15k | 93.58 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL) | 0.1 | $1.4M | NEW | 30k | 48.11 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $1.4M | +251% | 12k | 119.07 |
|
| Kroger (KR) | 0.1 | $1.4M | NEW | 24k | 57.30 |
|
| Danaher Corporation (DHR) | 0.1 | $1.4M | +193% | 4.9k | 278.04 |
|
| salesforce (CRM) | 0.1 | $1.4M | +122% | 5.0k | 273.71 |
|
| BP Sponsored Adr (BP) | 0.1 | $1.4M | +237% | 43k | 31.39 |
|
| Netflix (NFLX) | 0.1 | $1.4M | 1.9k | 709.27 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $1.4M | 5.1k | 267.37 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $1.3M | +4% | 16k | 83.63 |
|
| Quanta Services (PWR) | 0.1 | $1.3M | NEW | 4.5k | 298.16 |
|
| Abbott Laboratories (ABT) | 0.1 | $1.3M | +28% | 12k | 114.01 |
|
| Ishares Tr Msci India Etf (INDA) | 0.1 | $1.3M | -18% | 23k | 58.53 |
|
| Nextera Energy (NEE) | 0.1 | $1.3M | NEW | 16k | 84.53 |
|
| First Tr Exchange Traded Hlth Care Alph (FXH) | 0.1 | $1.3M | NEW | 12k | 111.86 |
|
| Old Dominion Freight Line (ODFL) | 0.1 | $1.3M | NEW | 6.5k | 198.64 |
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC) | 0.1 | $1.3M | NEW | 32k | 39.49 |
|
| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.1 | $1.3M | NEW | 26k | 49.41 |
|
| Caterpillar (CAT) | 0.1 | $1.3M | -47% | 3.2k | 391.15 |
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.1 | $1.2M | NEW | 21k | 59.87 |
|
| Honeywell International (HON) | 0.1 | $1.2M | -4% | 6.0k | 206.72 |
|
| Citizens Financial (CFG) | 0.1 | $1.2M | NEW | 30k | 41.07 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $1.2M | 4.7k | 263.26 |
|
|
| American Tower Reit (AMT) | 0.1 | $1.2M | +409% | 5.3k | 232.57 |
|
| Entergy Corporation (ETR) | 0.1 | $1.2M | NEW | 9.3k | 131.61 |
|
| Union Pacific Corporation (UNP) | 0.1 | $1.2M | NEW | 4.9k | 246.49 |
|
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.1 | $1.2M | NEW | 18k | 66.29 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $1.2M | -19% | 12k | 98.12 |
|
| Williams Companies (WMB) | 0.1 | $1.2M | NEW | 26k | 45.65 |
|
| International Paper Company (IP) | 0.1 | $1.2M | NEW | 24k | 48.85 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP) | 0.1 | $1.1M | -5% | 28k | 40.05 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.1M | NEW | 8.1k | 135.06 |
|
| Boston Scientific Corporation (BSX) | 0.1 | $1.1M | +41% | 13k | 83.80 |
|
| Citigroup Com New (C) | 0.1 | $1.1M | +236% | 17k | 62.60 |
|
| Oracle Corporation (ORCL) | 0.1 | $1.1M | -54% | 6.4k | 170.41 |
|
| First Tr Exchange Traded Indls Prod Dur (FXR) | 0.1 | $1.1M | NEW | 14k | 75.76 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $1.1M | +16% | 2.8k | 383.86 |
|
| Roper Industries (ROP) | 0.1 | $1.1M | +143% | 1.9k | 556.52 |
|
| Advanced Micro Devices (AMD) | 0.1 | $1.0M | +270% | 6.4k | 164.08 |
|
| FirstEnergy (FE) | 0.1 | $1.0M | NEW | 24k | 44.35 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $1.0M | NEW | 1.9k | 528.19 |
|
| Southern Company (SO) | 0.1 | $1.0M | +10% | 11k | 90.18 |
|
| Fidelity National Financial Fnf Group Com (FNF) | 0.1 | $1.0M | NEW | 16k | 62.06 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN) | 0.1 | $1.0M | NEW | 20k | 50.52 |
|
| Paychex (PAYX) | 0.1 | $995k | NEW | 7.4k | 134.18 |
|
| General Mills (GIS) | 0.1 | $991k | NEW | 13k | 73.85 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $986k | +61% | 11k | 91.81 |
|
| EOG Resources (EOG) | 0.1 | $983k | NEW | 8.0k | 122.93 |
|
| GSK Sponsored Adr (GSK) | 0.1 | $979k | NEW | 24k | 40.88 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $971k | +57% | 3.1k | 314.35 |
|
| Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 0.1 | $968k | -13% | 45k | 21.50 |
|
| Ameriprise Financial (AMP) | 0.1 | $962k | 2.0k | 469.85 |
|
|
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.1 | $960k | NEW | 78k | 12.35 |
|
| Cme (CME) | 0.1 | $947k | +206% | 4.3k | 220.67 |
|
| Progressive Corporation (PGR) | 0.1 | $931k | +13% | 3.7k | 253.76 |
|
| Constellation Energy (CEG) | 0.1 | $923k | 3.6k | 260.03 |
|
|
| Ishares Tr Modert Alloc Etf (AOM) | 0.1 | $919k | +24% | 20k | 45.11 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $912k | +8% | 7.5k | 121.16 |
|
| Lowe's Companies (LOW) | 0.1 | $907k | +34% | 3.4k | 270.83 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $892k | NEW | 9.3k | 95.90 |
|
| Dominion Resources (D) | 0.1 | $888k | +255% | 15k | 57.79 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $888k | 1.8k | 491.27 |
|
|
| Ford Motor Company (F) | 0.1 | $886k | +107% | 84k | 10.56 |
|
| Servicenow (NOW) | 0.1 | $885k | +21% | 990.00 | 894.39 |
|
| DTE Energy Company (DTE) | 0.1 | $878k | NEW | 6.8k | 128.41 |
|
| Sempra Energy (SRE) | 0.1 | $862k | NEW | 10k | 83.63 |
|
| Eversource Energy (ES) | 0.1 | $853k | NEW | 13k | 68.05 |
|
| Intuit (INTU) | 0.1 | $844k | +27% | 1.4k | 621.19 |
|
| The Trade Desk Com Cl A (TTD) | 0.1 | $837k | +112% | 7.6k | 109.65 |
|
| Thomson Reuters Corp. (TRI) | 0.1 | $829k | +2% | 4.9k | 170.60 |
|
| 1 800 Flowers Cl A (FLWS) | 0.1 | $809k | 102k | 7.93 |
|
|
| Capital One Financial (COF) | 0.1 | $797k | NEW | 5.3k | 149.73 |
|
| CSX Corporation (CSX) | 0.1 | $796k | +74% | 23k | 34.53 |
|
| General Dynamics Corporation (GD) | 0.1 | $795k | -21% | 2.6k | 302.23 |
|
| First Tr Lrge Cp Core Alpha Com Shs (FEX) | 0.1 | $777k | NEW | 7.5k | 104.17 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $767k | +4% | 12k | 62.32 |
|
| Arista Networks (ANET) | 0.1 | $767k | +6% | 2.0k | 383.82 |
|
| NiSource (NI) | 0.1 | $761k | NEW | 22k | 34.65 |
|
| Global X Fds Defense Tech Etf (SHLD) | 0.1 | $750k | NEW | 20k | 37.23 |
|
| Regions Financial Corporation (RF) | 0.1 | $743k | NEW | 32k | 23.33 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $740k | +10% | 2.6k | 283.21 |
|
| Eaton Corp SHS (ETN) | 0.1 | $715k | -2% | 2.2k | 331.44 |
|
| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.1 | $707k | NEW | 12k | 59.21 |
|
| Deere & Company (DE) | 0.1 | $694k | +81% | 1.7k | 417.36 |
|
| Southern Copper Corporation (SCCO) | 0.1 | $685k | NEW | 5.9k | 115.67 |
|
| O'reilly Automotive (ORLY) | 0.1 | $678k | 589.00 | 1151.60 |
|
|
| Palo Alto Networks (PANW) | 0.1 | $676k | NEW | 2.0k | 341.80 |
|
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.1 | $674k | NEW | 19k | 35.04 |
|
| Hp (HPQ) | 0.1 | $673k | NEW | 19k | 35.87 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $664k | 5.2k | 128.20 |
|
|
| Consolidated Edison (ED) | 0.1 | $662k | +4% | 6.4k | 104.13 |
|
| Interpublic Group of Companies (IPG) | 0.1 | $657k | NEW | 21k | 31.63 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $652k | -24% | 14k | 47.85 |
|
| Principal Financial (PFG) | 0.1 | $648k | NEW | 7.5k | 85.90 |
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.1 | $648k | NEW | 6.7k | 96.38 |
|
| Invesco Exchange Traded Fd T Food & Beverage (PBJ) | 0.1 | $645k | NEW | 13k | 48.35 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $644k | -14% | 28k | 23.45 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.1 | $644k | NEW | 11k | 59.22 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $643k | -16% | 3.4k | 189.81 |
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $639k | NEW | 9.8k | 65.00 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $636k | NEW | 5.4k | 117.62 |
|
| Ishares Tr Conser Alloc Etf (AOK) | 0.0 | $628k | +8% | 16k | 38.66 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $627k | -26% | 6.2k | 101.32 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Inte (YDEC) | 0.0 | $612k | 25k | 24.80 |
|
|
| Sherwin-Williams Company (SHW) | 0.0 | $611k | -5% | 1.6k | 381.67 |
|
| Spdr Ser Tr Oilgas Equip (XES) | 0.0 | $600k | NEW | 7.4k | 80.77 |
|
| Wendy's/arby's Group (WEN) | 0.0 | $598k | +29% | 34k | 17.52 |
|
| Corpay Com Shs (CPAY) | 0.0 | $596k | NEW | 1.9k | 312.76 |
|
| National Retail Properties (NNN) | 0.0 | $596k | NEW | 12k | 48.49 |
|
| PNC Financial Services (PNC) | 0.0 | $594k | -13% | 3.2k | 184.85 |
|
| Moody's Corporation (MCO) | 0.0 | $594k | -5% | 1.3k | 474.59 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $592k | +183% | 10k | 57.62 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $590k | +39% | 11k | 51.74 |
|
| Unum (UNM) | 0.0 | $579k | NEW | 9.7k | 59.44 |
|
| ConocoPhillips (COP) | 0.0 | $574k | -19% | 5.5k | 105.28 |
|
| 3M Company (MMM) | 0.0 | $567k | -19% | 4.1k | 136.70 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG) | 0.0 | $566k | NEW | 12k | 45.75 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL) | 0.0 | $563k | +7% | 14k | 41.41 |
|
| BlackRock (BLK) | 0.0 | $552k | -29% | 581.00 | 949.51 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $544k | +60% | 1.0k | 527.84 |
|
| Hartford Financial Services (HIG) | 0.0 | $543k | NEW | 4.6k | 117.61 |
|
| Ecolab (ECL) | 0.0 | $543k | 2.1k | 255.33 |
|
|
| Ametek (AME) | 0.0 | $529k | NEW | 3.1k | 171.71 |
|
| Novagold Res Com New (NG) | 0.0 | $527k | NEW | 129k | 4.10 |
|
| Genuine Parts Company (GPC) | 0.0 | $523k | NEW | 3.7k | 139.68 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $511k | +60% | 2.5k | 200.78 |
|
| Howmet Aerospace (HWM) | 0.0 | $510k | +2% | 5.1k | 100.25 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $507k | -20% | 12k | 41.77 |
|
| Ares Capital Corporation (ARCC) | 0.0 | $504k | NEW | 24k | 20.94 |
|
| Emerson Electric (EMR) | 0.0 | $501k | 4.6k | 109.38 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR) | 0.0 | $496k | NEW | 12k | 40.43 |
|
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.0 | $494k | NEW | 12k | 41.76 |
|
| Kla Corp Com New (KLAC) | 0.0 | $478k | NEW | 617.00 | 774.41 |
|
| Goldman Sachs (GS) | 0.0 | $477k | NEW | 964.00 | 495.24 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $477k | NEW | 17k | 28.41 |
|
| Prudential Financial (PRU) | 0.0 | $470k | -31% | 3.9k | 121.10 |
|
| Onto Innovation (ONTO) | 0.0 | $469k | +27% | 2.3k | 207.56 |
|
| Sonoco Products Company (SON) | 0.0 | $466k | NEW | 8.5k | 54.63 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP) | 0.0 | $444k | 9.9k | 44.94 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $440k | -2% | 5.6k | 78.06 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $439k | +28% | 6.0k | 73.67 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $439k | +27% | 5.2k | 83.75 |
|
| Becton, Dickinson and (BDX) | 0.0 | $437k | +96% | 1.8k | 241.06 |
|
| Proshares Tr Pshs Ultra Qqq (QLD) | 0.0 | $432k | 4.3k | 100.71 |
|
|
| Exelon Corporation (EXC) | 0.0 | $432k | 11k | 40.55 |
|
|
| Cameco Corporation (CCJ) | 0.0 | $431k | NEW | 9.0k | 47.76 |
|
| Ge Aerospace Com New (GE) | 0.0 | $428k | +32% | 2.3k | 188.56 |
|
| Exchange Traded Concepts Tru Robo Glb Etf (ROBO) | 0.0 | $427k | NEW | 7.5k | 57.07 |
|
| Avidxchange Holdings (AVDX) | 0.0 | $425k | NEW | 52k | 8.11 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $420k | -2% | 4.8k | 88.14 |
|
| Adams Express Company (ADX) | 0.0 | $416k | NEW | 19k | 21.56 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $415k | -29% | 6.1k | 67.70 |
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.0 | $410k | NEW | 6.9k | 59.23 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $408k | NEW | 3.8k | 106.19 |
|
| Target Corporation (TGT) | 0.0 | $405k | +13% | 2.6k | 155.85 |
|
| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.0 | $402k | -4% | 9.7k | 41.40 |
|
| TowneBank (TOWN) | 0.0 | $400k | NEW | 12k | 33.06 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $392k | 3.8k | 104.17 |
|
|
| Superior Uniform (SGC) | 0.0 | $389k | -19% | 25k | 15.49 |
|
| Steelcase Cl A (SCS) | 0.0 | $384k | -5% | 29k | 13.49 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Int June (YJUN) | 0.0 | $383k | -8% | 17k | 22.88 |
|
| Martin Marietta Materials (MLM) | 0.0 | $374k | 694.00 | 538.25 |
|
|
| Janus Henderson Group Ord Shs (JHG) | 0.0 | $371k | -25% | 9.7k | 38.07 |
|
| Dow (DOW) | 0.0 | $371k | -20% | 6.8k | 54.63 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $366k | NEW | 2.0k | 179.16 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $362k | NEW | 3.3k | 109.52 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $362k | -2% | 4.6k | 78.37 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $357k | NEW | 22k | 16.05 |
|
| First Tr Exchange-traded Nas Clnedg Green (QCLN) | 0.0 | $356k | NEW | 9.9k | 35.91 |
|
| Xcel Energy (XEL) | 0.0 | $351k | NEW | 5.4k | 65.30 |
|
| H&R Block (HRB) | 0.0 | $349k | NEW | 5.5k | 63.55 |
|
| Monro Muffler Brake (MNRO) | 0.0 | $348k | -30% | 12k | 28.86 |
|
| Equinor Asa Sponsored Adr (EQNR) | 0.0 | $348k | NEW | 14k | 25.33 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN) | 0.0 | $347k | NEW | 9.1k | 38.17 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $345k | NEW | 6.7k | 51.54 |
|
| Spdr Ser Tr Msci Usa Strtgic (QUS) | 0.0 | $337k | NEW | 2.1k | 157.55 |
|
| Gaming & Leisure Pptys (GLPI) | 0.0 | $335k | NEW | 6.5k | 51.45 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT) | 0.0 | $333k | +8% | 8.5k | 39.03 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $331k | NEW | 565.00 | 586.52 |
|
| Harbor Etf Trust Harbor Commodity (HGER) | 0.0 | $330k | -16% | 15k | 22.61 |
|
| Northwestern Energy Group In Com New (NWE) | 0.0 | $328k | -32% | 5.7k | 57.22 |
|
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.0 | $326k | NEW | 11k | 29.07 |
|
| Boeing Company (BA) | 0.0 | $317k | -24% | 2.1k | 152.04 |
|
| Bar Harbor Bankshares (BHB) | 0.0 | $316k | -30% | 10k | 30.84 |
|
| Escalade (ESCA) | 0.0 | $316k | -22% | 23k | 14.07 |
|
| Bridgewater Bancshares (BWB) | 0.0 | $316k | 22k | 14.17 |
|
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.0 | $314k | NEW | 3.2k | 96.95 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV) | 0.0 | $313k | NEW | 6.6k | 47.18 |
|
| Copart (CPRT) | 0.0 | $306k | NEW | 5.8k | 52.40 |
|
| Old Republic International Corporation (ORI) | 0.0 | $306k | -27% | 8.6k | 35.42 |
|
| Kinder Morgan (KMI) | 0.0 | $306k | -24% | 14k | 22.09 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) | 0.0 | $302k | NEW | 6.2k | 48.56 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $300k | -14% | 6.6k | 45.51 |
|
| Intel Corporation (INTC) | 0.0 | $300k | +28% | 13k | 23.46 |
|
| Vail Resorts (MTN) | 0.0 | $297k | NEW | 1.7k | 174.29 |
|
| Dupont De Nemours (DD) | 0.0 | $297k | NEW | 3.3k | 89.10 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $292k | -25% | 1.2k | 248.70 |
|
| Norfolk Southern (NSC) | 0.0 | $292k | NEW | 1.2k | 248.53 |
|
| Wells Fargo & Company (WFC) | 0.0 | $287k | 5.1k | 56.49 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC) | 0.0 | $287k | +20% | 6.6k | 43.78 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $286k | NEW | 4.4k | 64.81 |
|
| Chubb (CB) | 0.0 | $285k | 988.00 | 288.45 |
|
|
| L3harris Technologies (LHX) | 0.0 | $285k | -21% | 1.2k | 237.87 |
|
| Rev (REVG) | 0.0 | $282k | NEW | 10k | 28.06 |
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $281k | -27% | 3.6k | 77.61 |
|
| Invesco Exchange Traded Fd T Dorsey Wright He (PTH) | 0.0 | $279k | NEW | 6.0k | 46.47 |
|
| Msc Indl Direct Cl A (MSM) | 0.0 | $279k | -30% | 3.2k | 86.06 |
|
| Westwood Holdings (WHG) | 0.0 | $279k | -26% | 20k | 14.20 |
|
| Schlumberger Com Stk (SLB) | 0.0 | $279k | NEW | 6.6k | 41.95 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT) | 0.0 | $278k | NEW | 6.6k | 42.26 |
|
| Applied Materials (AMAT) | 0.0 | $274k | -51% | 1.4k | 202.05 |
|
| Markel Corporation (MKL) | 0.0 | $273k | NEW | 174.00 | 1568.58 |
|
| Onemain Holdings (OMF) | 0.0 | $273k | NEW | 5.8k | 47.07 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR) | 0.0 | $272k | NEW | 7.4k | 36.74 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) | 0.0 | $270k | -22% | 8.9k | 30.37 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $266k | 4.2k | 63.00 |
|
|
| Allstate Corporation (ALL) | 0.0 | $264k | NEW | 1.4k | 189.65 |
|
| MercadoLibre (MELI) | 0.0 | $258k | NEW | 126.00 | 2049.92 |
|
| Postal Realty Trust Cl A (PSTL) | 0.0 | $258k | -27% | 18k | 14.64 |
|
| Whirlpool Corporation (WHR) | 0.0 | $256k | NEW | 2.4k | 106.99 |
|
| Morgan Stanley Com New (MS) | 0.0 | $256k | NEW | 2.5k | 104.23 |
|
| Equinix (EQIX) | 0.0 | $254k | NEW | 286.00 | 887.63 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $250k | +11% | 1.9k | 131.94 |
|
| Edwards Lifesciences (EW) | 0.0 | $249k | NEW | 3.8k | 65.99 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $244k | NEW | 1.2k | 197.17 |
|
| Ralph Lauren Corp Cl A (RL) | 0.0 | $243k | 1.3k | 193.87 |
|
|
| Anthem (ELV) | 0.0 | $242k | NEW | 465.00 | 519.96 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY) | 0.0 | $241k | NEW | 5.2k | 46.51 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR) | 0.0 | $240k | NEW | 6.4k | 37.34 |
|
| Lamar Advertising Cl A (LAMR) | 0.0 | $239k | -30% | 1.8k | 133.60 |
|
| Hercules Technology Growth Capital (HTGC) | 0.0 | $239k | NEW | 12k | 19.64 |
|
| Sprott Com New (SII) | 0.0 | $239k | -25% | 5.5k | 43.31 |
|
| First Tr Exchange-traded Nasd Tech Div (TDIV) | 0.0 | $236k | NEW | 2.9k | 80.30 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $235k | -25% | 2.4k | 97.40 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG) | 0.0 | $234k | NEW | 6.7k | 34.77 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $233k | NEW | 222.00 | 1051.24 |
|
| Best Buy (BBY) | 0.0 | $233k | NEW | 2.3k | 103.30 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $233k | -18% | 2.3k | 100.69 |
|
| Owens Corning (OC) | 0.0 | $232k | NEW | 1.3k | 176.52 |
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.0 | $229k | -18% | 2.3k | 100.29 |
|
| Crown Castle Intl (CCI) | 0.0 | $228k | -15% | 1.9k | 118.63 |
|
| Nike CL B (NKE) | 0.0 | $226k | -22% | 2.6k | 88.39 |
|
| Southwest Airlines (LUV) | 0.0 | $225k | -22% | 7.6k | 29.63 |
|
| Ventas (VTR) | 0.0 | $225k | NEW | 3.5k | 64.13 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $223k | 940.00 | 237.29 |
|
|
| United Parcel Service CL B (UPS) | 0.0 | $223k | -20% | 1.6k | 136.32 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $223k | NEW | 5.2k | 42.77 |
|
| McKesson Corporation (MCK) | 0.0 | $223k | +7% | 450.00 | 494.42 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC) | 0.0 | $222k | 8.3k | 26.67 |
|
|
| Ethan Allen Interiors (ETD) | 0.0 | $222k | -36% | 6.9k | 31.89 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $220k | NEW | 786.00 | 280.47 |
|
| Atmos Energy Corporation (ATO) | 0.0 | $220k | NEW | 1.6k | 138.71 |
|
| Ishares Tr High Yld Systm B (HYDB) | 0.0 | $220k | 4.6k | 48.06 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $219k | NEW | 2.2k | 97.51 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) | 0.0 | $217k | NEW | 8.7k | 25.04 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB) | 0.0 | $217k | NEW | 5.2k | 41.74 |
|
| Cigna Corp (CI) | 0.0 | $213k | 614.00 | 346.49 |
|
|
| Travelers Companies (TRV) | 0.0 | $212k | NEW | 907.00 | 234.12 |
|
| ACCO Brands Corporation (ACCO) | 0.0 | $212k | -38% | 39k | 5.47 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.0 | $211k | NEW | 4.0k | 52.86 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $206k | NEW | 782.00 | 263.85 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $206k | NEW | 4.5k | 45.86 |
|
| Digital Realty Trust (DLR) | 0.0 | $206k | NEW | 1.3k | 161.83 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.0 | $205k | NEW | 2.2k | 94.61 |
|
| Eastman Chemical Company (EMN) | 0.0 | $204k | -31% | 1.8k | 111.95 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $201k | -9% | 3.2k | 62.89 |
|
| Fastenal Company (FAST) | 0.0 | $200k | -16% | 2.8k | 71.41 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $191k | +186% | 61k | 3.12 |
|
| Thornburg Income Builder (TBLD) | 0.0 | $178k | 10k | 17.82 |
|
|
| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.0 | $145k | NEW | 10k | 14.41 |
|
| Evolution Petroleum Corporation (EPM) | 0.0 | $124k | -31% | 23k | 5.31 |
|
| Resources Connection (RGP) | 0.0 | $124k | -31% | 13k | 9.70 |
|
| Fs Credit Opportunities Corp Common Stock (FSCO) | 0.0 | $100k | 16k | 6.35 |
|
|
| Gerdau Sa Spon Adr Rep Pfd (GGB) | 0.0 | $50k | NEW | 14k | 3.50 |
|
| Village Farms International (VFF) | 0.0 | $27k | NEW | 29k | 0.93 |
|
| 374water (SCWO) | 0.0 | $17k | NEW | 13k | 1.36 |
|
Past Filings by Prosperity Consulting Group
SEC 13F filings are viewable for Prosperity Consulting Group going back to 2021
- 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