Prosperity Consulting Group, LLC Purchases in Q2 2025

Prosperity Consulting Group, LLC

  • $1.35 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
5.89K
+ 4.44%
$498.8 - $620.9 $2.94M - $3.66M
138K $86M
NVDA
Nvidia Corp

Technology
4.84K
+ 3.72%
$94.31 - $157.99 $456K - $765K
135K $21.3M
AVGO
Broadcom Inc.

Technology
538
+ 1.11%
$146.29 - $275.65 $78.7K - $148K
48.9K $13.5M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
51.8K
New
$99.1 - $99.49 $5.14M - $5.16M
51.8K $5.15M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
6.64K
+ 6.42%
$171.4 - $227.1 $1.14M - $1.51M
110K $25M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
66.7K
+ 24.01%
$27.3 - $31.8 $1.82M - $2.12M
344K $11M
JEPI
J P Morgan Exchange Traded Fd

ETFs
51.1K
+ 6.69%
$51.14 - $57.0 $2.61M - $2.91M
815K $46.3M
AMZN
Amazon Com Inc

Consumer Cyclical
759
+ 0.9%
$167.32 - $223.3 $127K - $169K
85.1K $18.7M
JPM
Jpmorgan Chase & CO

Financial Services
634
+ 1.37%
$210.28 - $289.91 $133K - $184K
46.8K $13.6M
META
Meta Platforms, Inc.

Communication Services
667
+ 6.54%
$484.66 - $738.09 $323K - $492K
10.9K $8.02M
IWM
Ishares Russell 2000 ETF

ETFs
7.05K
+ 33.82%
$174.82 - $215.79 $1.23M - $1.52M
27.9K $6.02M
ACN
Accenture PLC

Technology
6.01K
+ 130.95%
$279.23 - $323.21 $1.68M - $1.94M
10.6K $3.17M
IEFA
Ishares Tr

ETFs
15.5K
+ 28.63%
$67.83 - $84.09 $1.05M - $1.31M
69.8K $5.82M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
31K
+ 52.45%
$50.34 - $51.86 $1.56M - $1.61M
90K $4.62M
EFV
Msci Eafe Value ETF

ETFs
8.5K
+ 4.2%
$52.4 - $64.65 $445K - $550K
211K $13.4M
GOOGL
Alphabet Inc.

Communication Services
556
+ 0.91%
$144.7 - $178.6 $80.5K - $99.3K
61.8K $10.9M
IWS
Ishares Russell Midcap Value E

ETFs
6.38K
+ 6.88%
$110.58 - $132.14 $706K - $843K
99.2K $13.1M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.68K
+ 3.21%
$104.34 - $138.68 $175K - $233K
53.9K $7.47M
OVBC
Ohio Valley Banc Corp

Financial Services
40.4K
New
$27.46 - $38.9 $1.11M - $1.57M
40.4K $1.3M
VTWO
Vanguard Russell 2000 ETF

ETFs
8.7K
+ 12.16%
$70.56 - $87.22 $614K - $759K
80.2K $7M
TXN
Texas Instruments Inc

Technology
6.08K
+ 43.72%
N/A
20K $3.89M
ISRG
Intuitive Surgical Inc

Healthcare
1.96K
+ 95.8%
$451.58 - $565.94 $887K - $1.11M
4.01K $2.18M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
25.9K
+ 329.41%
$34.72 - $42.74 $901K - $1.11M
33.8K $1.45M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
16.6K
+ 5.94%
$51.1 - $53.29 $850K - $887K
297K $15.8M
IWF
Ishares Russell 1000 Gr ETF

ETFs
373
+ 2.74%
$320.42 - $424.58 $120K - $158K
14K $5.93M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
6.21K
+ 327.36%
$113.67 - $150.4 $706K - $934K
8.11K $1.22M
AOA
Ishares Tr Core Aggressive All

ETFs
6.67K
+ 12.6%
$69.46 - $83.4 $464K - $557K
59.7K $4.98M
DGRO
Ishares Core Dividend Growth E

ETFs
10K
+ 8.17%
$55.22 - $63.94 $555K - $642K
133K $8.5M
ORCL
Oracle Corp

Technology
1.66K
+ 24.43%
$122.82 - $218.63 $203K - $362K
8.43K $1.84M
BND
Vanguard Bd Index Fd Inc Total

ETFs
12K
New
$72.02 - $73.82 $865K - $886K
12K $884K
NFLX
Netflix Inc

Communication Services
67
+ 3.47%
$855.86 - $1339.13 $57.3K - $89.7K
2K $2.67M
AOR
Ishares Tr Core Growth Allocat

ETFs
9.76K
+ 18.11%
$53.36 - $61.57 $521K - $601K
63.7K $3.92M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
49.6K
+ 8.2%
$7.19 - $8.75 $356K - $434K
654K $5.72M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
14.6K
+ 5.38%
$50.36 - $50.68 $737K - $741K
287K $14.5M
IWR
Ishares Russell Mid Cap ETF

ETFs
7.45K
+ 158.38%
$74.88 - $91.97 $558K - $685K
12.2K $1.12M
UPS
United Parcel Service Inc

Industrials
6.85K
New
$91.92 - $110.2 $629K - $754K
6.85K $690K
XLF
Financial Sector Spdr

ETFs
939
+ 0.38%
$43.92 - $52.37 $41.2K - $49.2K
250K $13.1M
TSLA
Tesla, Inc.

Consumer Cyclical
617
+ 7.57%
$221.86 - $362.89 $137K - $224K
8.77K $2.79M
PM
Philip Morris International Inc.

Consumer Defensive
446
+ 2.09%
$149.23 - $184.95 $66.6K - $82.5K
21.8K $3.97M
MKC
Mccormick & CO Inc

Consumer Defensive
9.95K
+ 34.44%
$71.11 - $82.25 $708K - $819K
38.9K $2.95M
AMD
Advanced Micro Devices Inc

Technology
2.88K
+ 72.15%
$78.21 - $143.81 $225K - $414K
6.87K $975K
EXC
Exelon Corp

Utilities
13.7K
+ 123.93%
$42.2 - $47.37 $576K - $647K
24.7K $1.07M
GLDM
World Gold Trust

ETFs
7.32K
+ 41.51%
$58.96 - $67.97 $432K - $498K
25K $1.63M
GLD
Spdr Gold Trust

ETFs
965
+ 6.53%
$273.71 - $316.29 $264K - $305K
15.7K $4.8M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
7.95K
+ 3.94%
$47.46 - $55.3 $377K - $440K
210K $11.5M
IEMG
Ishares Inc

ETFs
9.37K
+ 11.86%
N/A
88.4K $4.74M
BAC
Bank Of America Corp

Financial Services
3.1K
+ 5.12%
$34.39 - $47.46 $107K - $147K
63.7K $3.02M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
5.2K
+ 26.77%
$91.43 - $91.74 $475K - $477K
24.6K $2.26M
MSI
Motorola Solutions, Inc.

Technology
1.13K
New
$394.72 - $440.39 $445K - $496K
1.13K $473K
Activity Summary
Buys All Purchases 173 New Holdings 25 Increased Positions 148 Sells All Sells 239 Reductions 239 Sold out 0 Options Calls 0 Puts 0
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