Prosperitas Financial LLC Purchases and Sells in Q1 2025

Prosperitas Financial LLC

$193 Billion
Q1 2025

Top Buys

Incresed Positions

32 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTV	59.6K + 257.37%	$167.73 - $179.21 $10M - $10.7M	82.8K $14.3B
SCHD	51.2K + 17.41%	$27.01 - $28.54 $1.38M - $1.46M	345K $9.65B
WBD	118K + 84.75%	$9.47 - $11.46 $1.12M - $1.35M	257K $2.76B
SCHB	80.6K + 15.41%	$21.23 - $23.75 $1.71M - $1.91M	604K $13B
PM	254 + 1.06%	$117.15 - $158.79 $29.8K - $40.3K	24.2K $3.84B
ABBV	876 + 5.92%	$169.2 - $216.66 $148K - $190K	15.7K $3.28B

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TAP	40.7K New	$52.44 - $62.91 $2.13M - $2.56M	40.7K $2.48B
KR	33.9K New	$58.36 - $67.72 $1.98M - $2.3M	33.9K $2.29B
LNC	62.5K New	$30.06 - $39.23 $1.88M - $2.45M	62.5K $2.24B
JEPI	23.3K New	$56.17 - $59.71 $1.31M - $1.39M	23.3K $1.33B
HD	967 New	$347.25 - $424.87 $336K - $411K	967 $354M
ESGU	1.99K New	$120.24 - $134.3 $239K - $267K	1.99K $242M

Top Sells

Reduced Positions

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IXUS	-101K - 96.8%	$65.06 - $72.31 $6.55M - $7.28M	3.33K $233M
QQQ	-3.79K - 17.54%	$468.34 - $539.52 $1.78M - $2.05M	17.8K $8.36B
SCHG	-47.1K - 12.7%	$24.91 - $29.02 $1.17M - $1.37M	324K $8.1B
NVDA	-547 - 0.9%	$106.98 - $149.43 $58.5K - $81.7K	60.3K $6.53B
VOO	-1.54K - 7.35%	$507.05 - $563.67 $782K - $869K	19.4K $9.99B
NFLX	-521 - 8.8%	$828.4 - $1058.6 $432K - $552K	5.4K $5.04B

Activity Summary All Purchases 39 New Holdings 7 Increased Positions 32 All Sells 17 Reductions 17 Sold out 0 Calls 0 Puts 0

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