Prosperitas Financial LLC Incresed Positions in Q2 2025

Prosperitas Financial LLC

  • $213 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
112K
+ 34.71%
$22.27 - $29.21 $2.5M - $3.28M
436K $12.7B
NVDA
Nvidia Corp

Technology
2.81K
+ 4.66%
$94.31 - $157.99 $265K - $444K
63.1K $9.97B
MSFT
Microsoft Corp

Technology
861
+ 4.61%
$354.56 - $497.45 $305K - $428K
19.5K $9.72B
META
Meta Platforms, Inc.

Communication Services
686
+ 6.67%
$484.66 - $738.09 $332K - $506K
11K $8.09B
AMZN
Amazon Com Inc

Consumer Cyclical
2.57K
+ 6.73%
$167.32 - $223.3 $431K - $575K
40.8K $8.95B
QQQ
Invesco Qqq Trust, Series 1

ETFs
88
+ 0.49%
$416.06 - $551.64 $36.6K - $48.5K
17.9K $9.88B
GOOGL
Alphabet Inc.

Communication Services
3.7K
+ 9.72%
$144.7 - $178.6 $536K - $661K
41.8K $7.36B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
91
+ 0.47%
$456.74 - $568.03 $41.6K - $51.7K
19.5K $11.1B
JPM
Jpmorgan Chase & CO

Financial Services
830
+ 6.17%
$210.28 - $289.91 $175K - $241K
14.3K $4.14B
KR
Kroger CO

Consumer Defensive
9.72K
+ 28.67%
$64.62 - $74.0 $628K - $719K
43.6K $3.13B
VO
Vanguard Mid Cap ETF

ETFs
212
+ 0.62%
$228.54 - $279.83 $48.5K - $59.3K
34.6K $9.69B
AN
Autonation, Inc.

Consumer Cyclical
856
+ 5.43%
$155.71 - $201.03 $133K - $172K
16.6K $3.3B
PM
Philip Morris International Inc.

Consumer Defensive
263
+ 1.09%
$149.23 - $184.95 $39.2K - $48.6K
24.5K $4.45B
LMT
Lockheed Martin Corp

Industrials
699
+ 11.57%
$430.82 - $486.45 $301K - $340K
6.74K $3.12B
LNC
Lincoln National Corp

Financial Services
14.1K
+ 22.55%
$28.95 - $37.27 $408K - $525K
76.6K $2.65B
COST
Costco Wholesale Corp

Consumer Defensive
184
+ 5.47%
$908.13 - $1056.85 $167K - $194K
3.55K $3.51B
TSLA
Tesla, Inc.

Consumer Cyclical
334
+ 9.73%
$221.86 - $362.89 $74.1K - $121K
3.77K $1.2B
MA
Mastercard Inc

Financial Services
361
+ 5.98%
$479.92 - $590.74 $173K - $213K
6.4K $3.59B
ACN
Accenture PLC

Technology
976
+ 11.77%
$279.23 - $323.21 $273K - $315K
9.27K $2.77B
LLY
Eli Lilly & CO

Healthcare
410
+ 11.73%
$713.71 - $898.95 $293K - $369K
3.91K $3.05B
MO
Altria Group, Inc.

Consumer Defensive
3.57K
+ 6.15%
$55.56 - $60.91 $198K - $217K
61.6K $3.61B
TAP
Molson Coors Beverage CO

Consumer Defensive
13K
+ 31.99%
$47.24 - $62.46 $615K - $813K
53.7K $2.58B
GOOG
Alphabet Inc.

Communication Services
69
+ 1.8%
$146.58 - $180.01 $10.1K - $12.4K
3.91K $693M
AEE
Ameren Corp

Utilities
2.28K
+ 6.93%
$94.23 - $101.68 $214K - $231K
35.1K $3.37B
AVDV
American Centy ETF Tr Avantis

ETFs
162
+ 2.55%
$61.76 - $79.32 $10K - $12.8K
6.52K $517M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.09K
+ 4.69%
$51.14 - $57.0 $55.9K - $62.3K
24.4K $1.39B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
210
+ 10.58%
$108.06 - $135.3 $22.7K - $28.4K
2.2K $297M
SCHW
Schwab Charles Corp

Financial Services
9
+ 0.26%
$69.06 - $91.24 $622 - $821
3.53K $322M
AVIV
American Centy ETF Tr Avantis
124
+ 2.74%
$50.27 - $62.84 $6.23K - $7.79K
4.64K $289M
JNJ
Johnson & Johnson

Healthcare
246
+ 16.1%
$146.36 - $159.82 $36K - $39.3K
1.77K $271M
O
Realty Income Corp

Real Estate
238
+ 5.75%
$52.27 - $58.52 $12.4K - $13.9K
4.37K $252M
PG
Procter & Gamble CO

Consumer Defensive
164
+ 12.48%
$157.66 - $172.39 $25.9K - $28.3K
1.48K $235M
OXY
Occidental Petroleum Corp

Energy
9.71K
+ 17.27%
$36.11 - $49.33 $350K - $479K
65.9K $2.77B
ABBV
Abb Vie Inc.

Healthcare
1.64K
+ 10.43%
$170.16 - $206.27 $278K - $337K
17.3K $3.21B
REZ
Ishares Tr Residential And Mul

ETFs
209
+ 0.86%
$76.14 - $86.35 $15.9K - $18K
24.4K $2.01B
IRT
Independence Realty Trust, Inc.

Real Estate
88
+ 0.15%
$17.41 - $21.38 $1.53K - $1.88K
59.3K $1.05B
CVX
Chevron Corp

Energy
2.24K
+ 9.39%
$133.73 - $168.51 $300K - $378K
26.1K $3.74B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
9.19K
+ 2.66%
$24.32 - $27.87 $224K - $256K
354K $9.39B
Activity Summary
Buys All Purchases 44 New Holdings 5 Increased Positions 39 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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