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
RF
Regions Financial Corp

Financial Services
3.02K
+ 9.41%
$18.34 - $23.52 $55.4K - $71K
35.1K $825K
SHOP
Shopify Inc.

Technology
90
+ 1.52%
$76.89 - $115.35 $6.92K - $10.4K
6.01K $693K
HDV
Ishares Core High Dividend ETF

ETFs
1.33K
+ 16.34%
$108.41 - $120.51 $144K - $160K
9.48K $1.11M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
1.77K
+ 2.3%
$40.82 - $43.14 $72.3K - $76.4K
78.6K $3.39M
WFC
Wells Fargo & Company

Financial Services
497
+ 5.05%
$60.98 - $80.12 $30.3K - $39.8K
10.3K $827K
RTX
Raytheon Technologies Corp

Industrials
118
+ 1.54%
$113.75 - $148.48 $13.4K - $17.5K
7.79K $1.14M
CRWD
Crowd Strike Holdings, Inc.

Technology
15
+ 2.12%
$321.63 - $509.31 $4.82K - $7.64K
723 $368K
FPE
First Tr Pfd Secs & Income ETF

ETFs
4.05K
+ 2.14%
$16.93 - $17.81 $68.6K - $72.2K
194K $3.45M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6
+ 0.33%
$456.74 - $568.03 $2.74K - $3.41K
1.84K $1.04M
AMAT
Applied Materials Inc

Technology
213
+ 12.9%
$126.95 - $183.52 $27K - $39.1K
1.86K $341K
DE
Deere & CO

Industrials
52
+ 2.73%
$412.99 - $531.48 $21.5K - $27.6K
1.96K $994K
BA
Boeing CO

Industrials
231
+ 19.56%
$136.59 - $217.51 $31.6K - $50.2K
1.41K $295K
FTCS
First Trust Capital Strength E

ETFs
742
+ 3.59%
$81.6 - $92.39 $60.5K - $68.6K
21.4K $1.94M
BSX
Boston Scientific Corp

Healthcare
4
+ 0.03%
$89.7 - $107.41 $359 - $430
13.9K $1.49M
FEX
First Tr Large Cap Core Alphde

ETFs
98
+ 0.93%
$90.17 - $109.96 $8.84K - $10.8K
10.6K $1.17M
ABT
Abbott Laboratories

Healthcare
336
+ 2.6%
$123.95 - $138.08 $41.6K - $46.4K
13.2K $1.8M
EMB
Ishares Tr

ETFs
582
+ 3.94%
$86.54 - $92.62 $50.4K - $53.9K
15.3K $1.42M
MELI
Mercadolibre Inc

Consumer Cyclical
2
+ 1.69%
$1794.73 - $2613.63 $3.59K - $5.23K
120 $313K
RDVY
First Trust Rising Dividend Ac

ETFs
275
+ 1.86%
$51.6 - $62.74 $14.2K - $17.3K
15.1K $945K
NEE
Nextera Energy Inc

Utilities
1.4K
+ 9.31%
$64.11 - $75.0 $89.9K - $105K
16.5K $1.14M
GD
General Dynamics Corp

Industrials
100
+ 4.26%
$247.68 - $291.66 $24.8K - $29.2K
2.45K $713K
LHX
L3 Harris Technologies, Inc.

Industrials
59
+ 4.65%
$200.21 - $256.99 $11.8K - $15.2K
1.33K $333K
SCHG
Schwab Strategic Tr Us Large C

ETFs
14
+ 0.09%
$22.27 - $29.21 $312 - $409
15.1K $440K
ENB
Enbridge Inc

Energy
1.19K
+ 23.77%
$41.09 - $47.16 $48.9K - $56.1K
6.19K $280K
SLV
I Shares Silver Trust

ETFs
293
+ 1.47%
$27.08 - $33.74 $7.93K - $9.89K
20.2K $661K
NSC
Norfolk Southern Corp

Industrials
23
+ 1.1%
$206.34 - $257.46 $4.75K - $5.92K
2.12K $541K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
164
+ 7.53%
$140.84 - $163.09 $23.1K - $26.7K
2.34K $381K
MCK
Mckesson Corp

Healthcare
12
+ 2.56%
$652.83 - $732.78 $7.83K - $8.79K
481 $352K
MAR
Marriott International Inc

Consumer Cyclical
7
+ 0.7%
$211.12 - $274.14 $1.48K - $1.92K
1K $273K
HBAN
Huntington Bancshares Inc

Financial Services
978
+ 9.59%
$12.49 - $16.76 $12.2K - $16.4K
11.2K $187K
TFC
Truist Financial Corp

Financial Services
223
+ 1.67%
$34.79 - $42.99 $7.76K - $9.59K
13.6K $582K
EW
Edwards Lifesciences Corp

Healthcare
132
+ 3.16%
$67.07 - $78.22 $8.85K - $10.3K
4.3K $336K
CMI
Cummins Inc

Industrials
63
+ 8.24%
$267.12 - $336.65 $16.8K - $21.2K
828 $271K
KMI
Kinder Morgan, Inc.

Energy
645
+ 4.34%
$25.21 - $29.4 $16.3K - $19K
15.5K $455K
EMLP
First Tr Exchange Traded Iv

ETFs
777
+ 1.03%
$33.62 - $37.89 $26.1K - $29.4K
76.5K $2.87M
IVE
Ishares S&P 500 Value ETF

ETFs
105
+ 6.46%
$168.34 - $195.42 $17.7K - $20.5K
1.73K $338K
SO
Southern CO

Utilities
305
+ 2.38%
$84.91 - $92.56 $25.9K - $28.2K
13.1K $1.2M
AOK
Ishares Tr Core Conservative A

ETFs
170
+ 1.27%
$36.09 - $39.07 $6.14K - $6.64K
13.6K $530K
FTNT
Fortinet, Inc.

Technology
29
+ 1.35%
$84.71 - $108.69 $2.46K - $3.15K
2.18K $230K
LAMR
Lamar Advertising CO

Real Estate
78
+ 3.87%
$102.35 - $121.67 $7.98K - $9.49K
2.09K $253K
ATO
Atmos Energy Corp

Utilities
97
+ 6.05%
$145.06 - $162.66 $14.1K - $15.8K
1.7K $262K
DD
Du Pont De Nemours, Inc.

Basic Materials
383
+ 13.41%
$55.13 - $75.25 $21.1K - $28.8K
3.24K $222K
TRV
Travelers Companies, Inc.

Financial Services
21
+ 2.06%
$233.83 - $276.34 $4.91K - $5.8K
1.04K $278K
BR
Broadridge Financial Solutions, Inc.

Technology
31
+ 3.59%
$217.22 - $246.25 $6.73K - $7.63K
894 $217K
DHR
Danaher Corp

Healthcare
97
+ 5.14%
$174.64 - $205.16 $16.9K - $19.9K
1.98K $391K
Super Micro Computer Inc
340
+ 4.04%
N/A
8.76K $0
Tko Group Holdings Inc
2.06K
New
N/A
2.06K $0
EQIX
Equinix Inc

Real Estate
8
+ 2.52%
$740.07 - $914.43 $5.92K - $7.32K
325 $258K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
16
+ 0.07%
$22.54 - $23.17 $361 - $371
24.1K $553K
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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