Prospect Financial Group LLC Incresed Positions in Q1 2025

Prospect Financial Group LLC

  • $78.4 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
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
Vanguard Total International B

ETFs
6.46K
+ 5.62%
$48.33 - $49.5 $312K - $320K
121K $5.93B
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.23K
+ 1.22%
$71.17 - $73.66 $87.3K - $90.3K
101K $7.45B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1
+ 0.04%
$442.66 - $534.52 $443 - $535
2.76K $1.47B
USRT
Ishares Core U.S. Reit ETF

ETFs
3.15K
+ 15.72%
$55.14 - $60.29 $173K - $190K
23.1K $1.33B
FREL
Fidelity Covington Tr Msci Rea

ETFs
3.72K
+ 3.77%
$25.98 - $28.59 $96.7K - $106K
103K $2.82B
NVDA
Nvidia Corp

Technology
3.83K
+ 34.1%
$106.98 - $149.43 $410K - $573K
15.1K $1.63B
GOOG
Alphabet Inc.

Communication Services
980
+ 53.29%
$156.06 - $207.71 $153K - $204K
2.82K $440M
META
Meta Platforms, Inc.

Communication Services
135
+ 10.3%
$576.36 - $736.67 $77.8K - $99.5K
1.45K $833M
CVX
Chevron Corp

Energy
98
+ 5.95%
$146.71 - $167.97 $14.4K - $16.5K
1.75K $292M
V
Visa Inc.

Financial Services
53
+ 6.48%
$306.92 - $362.71 $16.3K - $19.2K
871 $305M
LLY
Eli Lilly & CO

Healthcare
25
+ 5.54%
$725.72 - $929.72 $18.1K - $23.2K
476 $393M
UNH
Unitedhealth Group Inc

Healthcare
57
+ 11.73%
$461.52 - $548.18 $26.3K - $31.2K
543 $284M
HLN
Haleon PLC

Healthcare
2.25K
+ 16.27%
$9.02 - $10.67 $20.3K - $24K
16.1K $165M
NVS
Novartis Ag

Healthcare
5
+ 0.24%
$97.14 - $115.57 $486 - $578
2.13K $238M
VNQ
Vanguard Specialized Funds Van

ETFs
26
+ 0.16%
$85.55 - $94.34 $2.22K - $2.45K
16.3K $1.47B
AMZN
Amazon Com Inc

Consumer Cyclical
559
+ 19.99%
$190.26 - $242.06 $106K - $135K
3.36K $639M
PG
Procter & Gamble CO

Consumer Defensive
100
+ 6.2%
$158.56 - $176.26 $15.9K - $17.6K
1.71K $292M
MA
Mastercard Inc

Financial Services
16
+ 3.47%
$504.67 - $576.31 $8.07K - $9.22K
477 $261M
NAK
Northern Dynasty Minerals LTD

Basic Materials
8.4K
+ 70.39%
$0.58 - $1.22 $4.87K - $10.2K
20.3K $23.4M
TEF
Telefonica S A

Communication Services
1.68K
+ 14.97%
$3.89 - $4.73 $6.54K - $7.96K
12.9K $60.2M
MRK
Merck & Co., Inc.

Healthcare
430
+ 16.81%
$83.01 - $101.02 $35.7K - $43.4K
2.99K $268M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
181
+ 0.84%
$20.2 - $22.24 $3.66K - $4.03K
21.7K $466M
MFG
Mizuho Financial Group Inc

Financial Services
531
+ 3.58%
$4.83 - $6.04 $2.56K - $3.21K
15.4K $84.6M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
201
+ 1.38%
$49.42 - $50.43 $9.93K - $10.1K
14.8K $739M
AAPL
Apple Inc.

Technology
1.07K
+ 12.88%
$209.68 - $247.1 $225K - $265K
9.4K $2.09B
GOOGL
Alphabet Inc.

Communication Services
594
+ 13.57%
$154.33 - $206.19 $91.7K - $122K
4.97K $769M
MSFT
Microsoft Corp

Technology
202
+ 4.56%
$375.39 - $447.2 $75.8K - $90.3K
4.63K $1.74B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
2.28K
+ 1.73%
$32.42 - $36.13 $73.9K - $82.3K
134K $4.43B
Activity Summary
Buys All Purchases 38 New Holdings 7 Increased Positions 31 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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