Prospect Financial Group LLC Incresed Positions in Q2 2025

Prospect Financial Group LLC

  • $95.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFIC
Dimensional ETF Tr Dimensional

ETFs
71.6K
+ 49.36%
$24.94 - $31.15 $1.79M - $2.23M
217K $6.74B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
39.9K
+ 19.12%
$23.4 - $29.68 $934K - $1.18M
249K $7.38B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
17.5K
+ 13.05%
$29.12 - $35.84 $510K - $628K
152K $5.44B
VTI
Vanguard Total Stock Market Et

ETFs
741
+ 4.45%
$243.75 - $303.93 $181K - $225K
17.4K $5.28B
AVDV
American Centy ETF Tr Avantis

ETFs
733
+ 1.84%
$61.76 - $79.32 $45.3K - $58.1K
40.6K $3.22B
META
Meta Platforms, Inc.

Communication Services
156
+ 10.79%
$484.66 - $738.09 $75.6K - $115K
1.6K $1.18B
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.95K
+ 24.03%
$52.31 - $63.72 $207K - $252K
20.4K $1.3B
DFIS
Dimensional ETF Tr Dimensional

ETFs
1.29K
+ 2.1%
$23.2 - $29.84 $29.8K - $38.4K
62.6K $1.87B
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.48K
+ 3.43%
$72.02 - $73.82 $250K - $257K
105K $7.73B
AVEM
American Centy ETF Tr Avantis

ETFs
246
+ 0.97%
$53.08 - $68.54 $13.1K - $16.9K
25.5K $1.75B
GOOGL
Alphabet Inc.

Communication Services
86
+ 1.73%
$144.7 - $178.6 $12.4K - $15.4K
5.06K $891M
AVUS
American Centy ETF Tr Avantis

ETFs
8
+ 0.08%
$81.38 - $100.82 $651 - $807
9.98K $1.01B
Dimensional ETF Trust
1.77K
+ 10.35%
N/A
18.9K $930M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
4.13K
+ 19.07%
$18.94 - $21.67 $78.3K - $89.5K
25.8K $546M
GOOG
Alphabet Inc.

Communication Services
29
+ 1.03%
$146.58 - $180.01 $4.25K - $5.22K
2.85K $505M
USRT
Ishares Core U.S. Reit ETF

ETFs
1.51K
+ 6.53%
$50.37 - $57.97 $76.1K - $87.6K
24.7K $1.39B
VNQ
Vanguard Specialized Funds Van

ETFs
568
+ 3.49%
$79.79 - $91.42 $45.3K - $51.9K
16.8K $1.5B
LLY
Eli Lilly & CO

Healthcare
61
+ 12.82%
$713.71 - $898.95 $43.5K - $54.8K
537 $419M
NVS
Novartis Ag

Healthcare
2
+ 0.09%
$101.96 - $121.01 $204 - $242
2.13K $258M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
51
+ 0.35%
$50.09 - $51.09 $2.55K - $2.61K
14.8K $758M
HLN
Haleon PLC

Healthcare
1.34K
+ 8.34%
$9.27 - $11.41 $12.4K - $15.3K
17.4K $180M
COST
Costco Wholesale Corp

Consumer Defensive
5
+ 2.21%
$908.13 - $1056.85 $4.54K - $5.28K
231 $229M
MA
Mastercard Inc

Financial Services
13
+ 2.73%
$479.92 - $590.74 $6.24K - $7.68K
490 $275M
V
Visa Inc.

Financial Services
16
+ 1.84%
$308.27 - $373.31 $4.93K - $5.97K
887 $315M
ABBV
Abb Vie Inc.

Healthcare
56
+ 5.19%
$170.16 - $206.27 $9.53K - $11.6K
1.14K $211M
COMB
Graniteshares ETF Tr Bloomber

ETFs
2.11K
+ 2.47%
$19.77 - $22.01 $41.6K - $46.3K
87.4K $1.83B
XOM
Exxon Mobil Corp

Energy
105
+ 3.09%
$99.93 - $119.04 $10.5K - $12.5K
3.5K $377M
AAPL
Apple Inc.

Technology
15
+ 0.16%
$172.42 - $223.89 $2.59K - $3.36K
9.41K $1.93B
Activity Summary
Buys All Purchases 35 New Holdings 6 Increased Positions 29 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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