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
CEG
Constellation Energy Corp

Utilities
139
+ 3.97%
$170.96 - $322.76 $23.8K - $44.9K
3.64K $1.17M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
4.48K
+ 44.34%
$57.46 - $75.58 $257K - $339K
14.6K $1.1M
COF
Capital One Financial Corp

Financial Services
1.33K
+ 24.24%
$150.57 - $212.76 $200K - $282K
6.8K $1.45M
AXP
American Express CO

Financial Services
94
+ 1.12%
$231.39 - $318.98 $21.8K - $30K
8.48K $2.71M
VTWG
Vanguard Russell 2000 Growth E

ETFs
1.79K
+ 52.3%
$163.6 - $208.47 $292K - $373K
5.2K $1.08M
GILD
Gilead Sciences, Inc.

Healthcare
4.11K
+ 16.24%
$96.91 - $113.0 $398K - $464K
29.4K $3.26M
GS
Goldman Sachs Group Inc

Financial Services
274
+ 19.41%
$462.22 - $707.75 $127K - $194K
1.69K $1.19M
INDA
Ishares Msci India Index Fund

ETFs
7.45K
New
$49.13 - $55.86 $366K - $416K
7.45K $414K
IDEV
Ishares Core Msci Intl Develop

ETFs
4.58K
+ 58.41%
$61.79 - $76.67 $283K - $351K
12.4K $944K
WELL
Welltower Inc.

Real Estate
2.49K
New
$136.49 - $155.22 $340K - $387K
2.49K $383K
IRM
Iron Mountain Inc

Real Estate
3.65K
New
$76.93 - $105.25 $280K - $384K
3.65K $373K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
6.02K
New
$50.27 - $62.05 $303K - $374K
6.02K $371K
EPI
Wisdomtree Tr India Earnings F

ETFs
866
+ 0.99%
$41.3 - $47.52 $35.8K - $41.2K
88.6K $4.2M
FDL
First Tr Morningstar Dividend

ETFs
12.3K
+ 10.95%
$38.19 - $43.19 $470K - $531K
125K $5.22M
VEEV
Veeva Systems Inc

Healthcare
1.16K
New
$209.39 - $289.94 $243K - $336K
1.16K $333K
UBER
Uber Technologies, Inc

Technology
1.64K
+ 19.6%
$64.62 - $93.3 $106K - $153K
10K $934K
PH
Parker Hannifin Corp

Industrials
30
+ 0.9%
$517.23 - $700.54 $15.5K - $21K
3.37K $2.35M
XLU
Utilities Sector Spdr

ETFs
2.48K
+ 6.07%
$73.09 - $82.77 $181K - $205K
43.4K $3.54M
DT
Dynatrace, Inc.

Technology
5.29K
New
$41.21 - $55.9 $218K - $296K
5.29K $291K
C
Citigroup Inc

Financial Services
323
+ 1.8%
$58.13 - $85.12 $18.8K - $27.5K
18.3K $1.55M
NUE
Nucor Corp

Basic Materials
2.04K
New
$103.22 - $131.43 $211K - $268K
2.04K $264K
CI
Cigna Corp

Healthcare
790
+ 118.62%
$301.89 - $340.04 $238K - $269K
1.46K $481K
PLTR
Palantir Technologies Inc.

Technology
386
+ 9.7%
$74.01 - $144.25 $28.6K - $55.7K
4.37K $595K
URA
Global X Uranium ETF

ETFs
6.59K
New
$20.26 - $38.81 $133K - $256K
6.59K $255K
MU
Micron Technology Inc

Technology
2.07K
New
$64.72 - $127.91 $134K - $264K
2.07K $254K
KLAC
Kla Corp

Technology
53
+ 5.6%
$576.53 - $902.94 $30.6K - $47.9K
999 $894K
BKNG
Booking Holdings Inc.

Consumer Cyclical
43
New
$4164.15 - $5789.24 $179K - $249K
43 $248K
AOM
Ishares Tr Core Moderate Alloc

ETFs
4.07K
+ 16.43%
$41.55 - $46.04 $169K - $187K
28.8K $1.33M
DLR
Digital Realty Trust, Inc.

Real Estate
1.37K
New
$136.11 - $177.69 $186K - $243K
1.37K $238K
HOOD
Robinhood Markets, Inc.

Technology
2.5K
New
$34.17 - $93.63 $85.4K - $234K
2.5K $233K
APH
Amphenol Corp

Technology
2.35K
New
$59.09 - $98.75 $139K - $232K
2.35K $232K
CAT
Caterpillar Inc

Industrials
120
+ 3.87%
$273.94 - $388.21 $32.9K - $46.6K
3.22K $1.25M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
2.76K
New
$62.73 - $78.42 $173K - $216K
2.76K $213K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
10.8K
+ 1895.62%
$87.84 - $1441.89 $951K - $15.6M
11.4K $1.03M
APO
Apollo Global Management, Inc.

Financial Services
1.45K
New
$108.68 - $145.07 $158K - $211K
1.45K $205K
MLPX
Global X Mlp & Energy Infrastr

ETFs
3.26K
New
$55.32 - $65.02 $180K - $212K
3.26K $204K
VCR
Vanguard Consumer Discretionar

ETFs
564
New
$290.42 - $364.35 $164K - $205K
564 $204K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.99K
+ 2.97%
$77.74 - $78.78 $154K - $156K
68.9K $5.42M
INTU
Intuit Inc

Technology
77
+ 11.18%
$544.07 - $787.63 $41.9K - $60.6K
766 $603K
GE
General Electric CO

Industrials
146
+ 6.07%
$166.81 - $257.39 $24.4K - $37.6K
2.55K $657K
CSX
Csx Corp

Industrials
2.96K
+ 11.88%
$26.69 - $32.91 $78.9K - $97.2K
27.8K $907K
MA
Mastercard Inc

Financial Services
159
+ 2.54%
$479.92 - $590.74 $76.3K - $93.9K
6.42K $3.61M
CB
Chubb LTD

Financial Services
627
+ 53.45%
$274.32 - $302.46 $172K - $190K
1.8K $521K
PANW
Palo Alto Networks Inc

Technology
36
+ 0.8%
$152.44 - $204.64 $5.49K - $7.37K
4.56K $932K
DELL
Dell Technologies Inc.

Technology
460
+ 13.78%
$71.63 - $125.98 $32.9K - $58K
3.8K $465K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
3.09K
+ 3.38%
$44.68 - $45.96 $138K - $142K
94.7K $4.33M
SRLN
Ssga Active Trust

ETFs
3.49K
+ 29.68%
$39.47 - $41.59 $138K - $145K
15.2K $633K
JCI
Johnson Controls International PLC

Industrials
338
+ 7.8%
$71.14 - $105.62 $24K - $35.7K
4.67K $493K
MS
Morgan Stanley

Financial Services
380
+ 12.03%
$99.83 - $140.86 $37.9K - $53.5K
3.54K $498K
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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