Prosperity Consulting Group, LLC Purchases in Q1 2025

Prosperity Consulting Group, LLC

  • $1.27 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PPA
Invesco Exchange Traded Fd Tr

ETFs
1.34K
+ 2.64%
$113.59 - $123.29 $152K - $165K
52.2K $6.08M
ENR
Energizer Holdings, Inc.

Industrials
8.04K
New
$29.28 - $35.79 $235K - $288K
8.04K $240K
DE
Deere & CO

Industrials
358
+ 23.17%
$408.57 - $509.27 $146K - $182K
1.9K $893K
CMI
Cummins Inc

Industrials
765
New
$312.92 - $386.07 $239K - $295K
765 $239K
EMLP
First Tr Exchange Traded Iv

ETFs
2.44K
+ 3.33%
$35.79 - $38.28 $87.2K - $93.3K
75.7K $2.84M
AOM
Ishares Tr Core Moderate Alloc

ETFs
4.91K
+ 24.69%
$42.93 - $44.71 $211K - $219K
24.8K $1.09M
OGE
Oge Energy Corp.

Utilities
4.88K
New
$39.76 - $46.32 $194K - $226K
4.88K $224K
SQ
Block, Inc.

Technology
3.91K
New
$54.04 - $92.95 $211K - $364K
3.91K $223K
ELV
Elevance Health, Inc.

Healthcare
514
New
$365.9 - $436.25 $188K - $224K
514 $223K
META
Meta Platforms, Inc.

Communication Services
607
+ 6.33%
$576.36 - $736.67 $350K - $447K
10.2K $5.88M
CI
Cigna Corp

Healthcare
666
New
$274.49 - $329.0 $183K - $219K
666 $219K
CVS
Cvs Health Corp

Healthcare
3.15K
New
$44.22 - $68.64 $139K - $216K
3.15K $213K
DD
Du Pont De Nemours, Inc.

Basic Materials
2.86K
New
$72.7 - $84.32 $208K - $241K
2.86K $213K
PSX
Phillips 66

Energy
1.73K
New
$113.93 - $131.55 $197K - $227K
1.73K $213K
BR
Broadridge Financial Solutions, Inc.

Technology
863
New
$221.46 - $244.83 $191K - $211K
863 $209K
CCI
Crown Castle International Corp

Real Estate
2.01K
New
$84.33 - $106.39 $170K - $214K
2.01K $209K
COP
Conocophillips

Energy
1.76K
+ 47.61%
$88.6 - $105.85 $156K - $187K
5.47K $574K
FTNT
Fortinet, Inc.

Technology
2.15K
New
$92.49 - $114.57 $199K - $246K
2.15K $206K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
4.98K
New
$38.99 - $40.37 $194K - $201K
4.98K $200K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
405
+ 1.2%
$68.32 - $75.06 $27.7K - $30.4K
34.3K $2.56M
GS
Goldman Sachs Group Inc

Financial Services
389
+ 38.03%
$524.81 - $672.19 $204K - $261K
1.41K $771K
PRU
Prudential Financial Inc

Financial Services
1.97K
+ 35.58%
$105.04 - $122.33 $207K - $241K
7.49K $836K
PGR
Progressive Corp

Financial Services
42
+ 1.11%
$235.61 - $291.22 $9.9K - $12.2K
3.82K $1.08M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.83K
+ 31.51%
$57.21 - $65.8 $219K - $252K
16K $932K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
27
+ 4.96%
$1187.71 - $1432.58 $32.1K - $38.7K
571 $818K
BSX
Boston Scientific Corp

Healthcare
86
+ 0.62%
$89.38 - $106.18 $7.69K - $9.13K
13.9K $1.4M
VTWG
Vanguard Russell 2000 Growth E

ETFs
1.18K
+ 53.02%
$185.73 - $221.19 $220K - $262K
3.42K $636K
RTX
Raytheon Technologies Corp

Industrials
327
+ 4.45%
$114.1 - $135.66 $37.3K - $44.4K
7.67K $1.02M
BDX
Becton Dickinson & CO

Healthcare
707
+ 64.63%
$222.79 - $249.08 $158K - $176K
1.8K $412K
SO
Southern CO

Utilities
411
+ 3.32%
$80.96 - $92.96 $33.3K - $38.2K
12.8K $1.18M
HBAN
Huntington Bancshares Inc

Financial Services
10.2K
New
$14.28 - $17.39 $146K - $177K
10.2K $152K
SLV
I Shares Silver Trust

ETFs
1.75K
+ 9.65%
$26.93 - $31.32 $47.1K - $54.8K
19.9K $615K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
19.1K
+ 3.27%
$8.11 - $8.58 $155K - $164K
604K $4.92M
KKR
Kkr & Co. Inc.

Financial Services
1.72K
+ 89.09%
$108.17 - $167.07 $186K - $287K
3.64K $420K
KLAC
Kla Corp

Technology
139
+ 17.22%
$636.62 - $777.63 $88.5K - $108K
946 $643K
HWM
Howmet Aerospace Inc.

Industrials
155
+ 2.87%
$110.79 - $139.39 $17.2K - $21.6K
5.56K $721K
CMCSA
Comcast Corp

Communication Services
3.43K
+ 39.96%
$33.19 - $38.23 $114K - $131K
12K $443K
HDV
Ishares Core High Dividend ETF

ETFs
428
+ 5.54%
$110.86 - $121.12 $47.4K - $51.8K
8.15K $986K
PAYX
Paychex Inc

Industrials
10
+ 0.14%
$136.06 - $154.52 $1.36K - $1.55K
7.16K $1.1M
EXC
Exelon Corp

Utilities
239
+ 2.22%
$37.3 - $46.08 $8.91K - $11K
11K $507K
GE
General Electric CO

Industrials
63
+ 2.69%
$168.59 - $212.13 $10.6K - $13.4K
2.41K $481K
ECL
Ecolab Inc.

Basic Materials
175
+ 7.97%
$229.72 - $269.82 $40.2K - $47.2K
2.37K $601K
F
Ford Motor CO

Consumer Cyclical
7.87K
+ 14.55%
$9.12 - $10.43 $71.8K - $82.1K
62K $621K
LYG
Lloyds Banking Group PLC

Financial Services
1.99K
+ 3.01%
$2.58 - $3.9 $5.14K - $7.78K
68.3K $261K
RDVY
First Trust Rising Dividend Ac

ETFs
1.4K
+ 10.42%
$57.22 - $63.39 $79.9K - $88.5K
14.8K $866K
MDLZ
Mondelez International, Inc.

Consumer Defensive
318
+ 5.55%
$56.12 - $68.15 $17.8K - $21.7K
6.04K $410K
CB
Chubb LTD

Financial Services
128
+ 12.25%
$257.71 - $301.99 $33K - $38.7K
1.17K $354K
HRB
H&R Block Inc

Consumer Cyclical
918
+ 16.58%
$49.96 - $55.97 $45.9K - $51.4K
6.45K $354K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
980
+ 10.74%
$62.72 - $71.92 $61.5K - $70.5K
10.1K $636K
Activity Summary
Buys All Purchases 174 New Holdings 28 Increased Positions 146 Sells All Sells 258 Reductions 258 Sold out 0 Options Calls 0 Puts 0
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