Prosperitas Financial LLC Purchases in Q1 2025

Prosperitas Financial LLC

  • $193 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
59.6K
+ 257.37%
$167.73 - $179.21 $10M - $10.7M
82.8K $14.3B
TAP
Molson Coors Beverage CO

Consumer Defensive
40.7K
New
$52.44 - $62.91 $2.13M - $2.56M
40.7K $2.48B
KR
Kroger CO

Consumer Defensive
33.9K
New
$58.36 - $67.72 $1.98M - $2.3M
33.9K $2.29B
LNC
Lincoln National Corp

Financial Services
62.5K
New
$30.06 - $39.23 $1.88M - $2.45M
62.5K $2.24B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
51.2K
+ 17.41%
$27.01 - $28.54 $1.38M - $1.46M
345K $9.65B
JEPI
J P Morgan Exchange Traded Fd

ETFs
23.3K
New
$56.17 - $59.71 $1.31M - $1.39M
23.3K $1.33B
WBD
Warner Bros. Discovery, Inc.

Communication Services
118K
+ 84.75%
$9.47 - $11.46 $1.12M - $1.35M
257K $2.76B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
80.6K
+ 15.41%
$21.23 - $23.75 $1.71M - $1.91M
604K $13B
PM
Philip Morris International Inc.

Consumer Defensive
254
+ 1.06%
$117.15 - $158.79 $29.8K - $40.3K
24.2K $3.84B
ABBV
Abb Vie Inc.

Healthcare
876
+ 5.92%
$169.2 - $216.66 $148K - $190K
15.7K $3.28B
CVX
Chevron Corp

Energy
608
+ 2.61%
$146.71 - $167.97 $89.2K - $102K
23.9K $4B
MO
Altria Group, Inc.

Consumer Defensive
1.12K
+ 1.97%
$50.81 - $60.02 $56.9K - $67.2K
58.1K $3.48B
REZ
Ishares Tr Residential And Mul

ETFs
3.98K
+ 19.67%
$78.21 - $88.48 $311K - $352K
24.2K $2.09B
OXY
Occidental Petroleum Corp

Energy
7.88K
+ 16.3%
$45.45 - $52.7 $358K - $415K
56.2K $2.77B
LLY
Eli Lilly & CO

Healthcare
247
+ 7.6%
$725.72 - $929.72 $179K - $230K
3.5K $2.89B
AEE
Ameren Corp

Utilities
52
+ 0.16%
$86.87 - $103.67 $4.52K - $5.39K
32.8K $3.3B
HD
Home Depot, Inc.

Consumer Cyclical
967
New
$347.25 - $424.87 $336K - $411K
967 $354M
MA
Mastercard Inc

Financial Services
260
+ 4.5%
$504.67 - $576.31 $131K - $150K
6.04K $3.31B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.99K
New
$120.24 - $134.3 $239K - $267K
1.99K $242M
TQQQ
Proshares Ultrapro Qqq

ETFs
4.2K
New
$57.3 - $90.39 $240K - $379K
4.2K $240M
COST
Costco Wholesale Corp

Consumer Defensive
142
+ 4.41%
$890.62 - $1076.86 $126K - $153K
3.36K $3.18B
JPM
Jpmorgan Chase & CO

Financial Services
351
+ 2.68%
$225.19 - $279.95 $79K - $98.3K
13.5K $3.3B
VO
Vanguard Mid Cap ETF

ETFs
1.16K
+ 3.48%
$251.87 - $277.95 $292K - $322K
34.4K $8.9B
AVDV
American Centy ETF Tr Avantis

ETFs
521
+ 8.93%
$63.74 - $71.96 $33.2K - $37.5K
6.36K $443M
SPY
Spdr S&P 500 ETF Trust

ETFs
162
+ 9.55%
$551.42 - $612.93 $89.3K - $99.3K
1.86K $1.04B
IVV
Ishares Core S&P 500 ETF

ETFs
86
+ 24.64%
$554.06 - $615.85 $47.6K - $53K
435 $244M
IBM
International Business Machines Corp

Technology
6
+ 0.48%
$217.4 - $264.74 $1.3K - $1.59K
1.25K $310M
O
Realty Income Corp

Real Estate
190
+ 4.82%
$51.67 - $58.49 $9.82K - $11.1K
4.14K $240M
LMT
Lockheed Martin Corp

Industrials
547
+ 9.95%
$423.19 - $506.29 $231K - $277K
6.04K $2.7B
AVIV
American Centy ETF Tr Avantis
80
+ 1.8%
$51.51 - $58.54 $4.12K - $4.68K
4.52K $256M
META
Meta Platforms, Inc.

Communication Services
98
+ 0.96%
$576.36 - $736.67 $56.5K - $72.2K
10.3K $5.93B
AN
Autonation, Inc.

Consumer Cyclical
414
+ 2.69%
$156.67 - $195.15 $64.9K - $80.8K
15.8K $2.55B
ACN
Accenture PLC

Technology
459
+ 5.86%
$300.91 - $398.25 $138K - $183K
8.29K $2.59B
TSLA
Tesla, Inc.

Consumer Cyclical
681
+ 24.75%
$222.15 - $428.22 $151K - $292K
3.43K $890M
MSFT
Microsoft Corp

Technology
257
+ 1.4%
$375.39 - $447.2 $96.5K - $115K
18.7K $7.01B
AMZN
Amazon Com Inc

Consumer Cyclical
806
+ 2.15%
$190.26 - $242.06 $153K - $195K
38.2K $7.27B
GOOGL
Alphabet Inc.

Communication Services
1.26K
+ 3.42%
$154.33 - $206.19 $194K - $260K
38.1K $5.89B
AAPL
Apple Inc.

Technology
677
+ 1.4%
$209.68 - $247.1 $142K - $167K
48.9K $10.9B
Activity Summary
Buys All Purchases 39 New Holdings 7 Increased Positions 32 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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