Prospect Financial Group LLC Purchases and Sells in Q1 2025

Prospect Financial Group LLC

$78.4 Billion
Q1 2025

Top Buys

Incresed Positions

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFEM	28.2K + 15.64%	$25.35 - $27.46 $716K - $775K	209K $5.52B
DIMENSIONAL ETF TRUST	9.7K + 130.88%	N/A	17.1K $849M
BNDX	6.46K + 5.62%	$48.33 - $49.5 $312K - $320K	121K $5.93B
BND	1.23K + 1.22%	$71.17 - $73.66 $87.3K - $90.3K	101K $7.45B
BRK-B	1 + 0.04%	$442.66 - $534.52 $443 - $535	2.76K $1.47B
USRT	3.15K + 15.72%	$55.14 - $60.29 $173K - $190K	23.1K $1.33B

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DBX ETF TR	14.1K New	N/A	14.1K $348M
PULS	4.99K New	$49.56 - $49.78 $247K - $249K	4.99K $248M
ABBV	1.08K New	$169.2 - $216.66 $183K - $234K	1.08K $226M
TFPM	11.4K New	$15.18 - $19.72 $172K - $224K	11.4K $217M
COST	226 New	$890.62 - $1076.86 $201K - $243K	226 $214M
GLDG	21K New	$0.77 - $0.9 $16.2K - $18.9K	21K $17.9M

Top Sells

Reduced Positions

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PINS	-225K - 95.01%	$29.79 - $40.0 $6.7M - $9M	11.8K $366M
VTI	-313 - 1.85%	$271.18 - $303.12 $84.9K - $94.9K	16.6K $4.57B
VOO	-55 - 0.76%	$507.05 - $563.67 $27.9K - $31K	7.2K $3.7B
DFAS	-676 - 3.95%	$58.81 - $68.2 $39.8K - $46.1K	16.5K $983M
AVGO	-78 - 4.71%	$167.43 - $244.7 $13.1K - $19.1K	1.58K $264M
AVUS	-678 - 6.37%	$90.7 - $101.57 $61.5K - $68.9K	9.97K $921M

Activity Summary All Purchases 38 New Holdings 7 Increased Positions 31 All Sells 18 Reductions 18 Sold out 0 Calls 0 Puts 0

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