Prosperity Consulting Group, LLC Incresed Positions in Q3 2025

Prosperity Consulting Group, LLC

  • $2 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
232K
+ 167.85%
$620.67 - $670.08 $144M - $156M
371K $248M
EFA
Ishares Tr Msci Eafe ETF

ETFs
789K
+ 3782.3%
$87.29 - $93.61 $68.9M - $73.8M
810K $75.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
92.1K
+ 886.87%
$546.99 - $602.2 $50.4M - $55.5M
102K $61.5M
IWY
Ishares Tr Russell 200 Growth

ETFs
118K
+ 238.05%
$243.93 - $275.62 $28.7M - $32.5M
167K $45.8M
VO
Vanguard Mid Cap ETF

ETFs
88.5K
+ 10722.55%
$279.83 - $293.74 $24.8M - $26M
89.3K $26.2M
EFV
Msci Eafe Value ETF

ETFs
270K
+ 128.02%
$62.79 - $68.42 $17M - $18.5M
481K $32.6M
JEPI
J P Morgan Exchange Traded Fd

ETFs
319K
+ 39.17%
$55.61 - $57.37 $17.8M - $18.3M
1.13M $64.8M
AAPL
Apple Inc.

Technology
9.57K
+ 3.7%
$202.38 - $256.87 $1.94M - $2.46M
269K $68.4M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
366K
+ 106.16%
$31.79 - $33.42 $11.6M - $12.2M
710K $23.7M
NVDA
Nvidia Corp

Technology
18.4K
+ 13.66%
$153.3 - $186.58 $2.83M - $3.44M
153K $28.6M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
14K
+ 12.78%
$225.11 - $247.9 $3.16M - $3.48M
124K $30.6M
GOOGL
Alphabet Inc.

Communication Services
5.69K
+ 9.21%
$174.36 - $254.72 $992K - $1.45M
67.5K $16.4M
MSFT
Microsoft Corp

Technology
4.66K
+ 6.86%
$491.09 - $535.64 $2.29M - $2.49M
72.6K $37.6M
IWR
Ishares Russell Mid Cap ETF

ETFs
37.8K
+ 311.16%
$92.26 - $97.51 $3.49M - $3.69M
50K $4.82M
GOOG
Alphabet Inc.

Communication Services
4.31K
+ 10.75%
$175.16 - $255.24 $755K - $1.1M
44.4K $10.8M
WMT
Walmart Inc.

Consumer Defensive
25.5K
+ 58.55%
$94.4 - $104.27 $2.41M - $2.66M
69.1K $7.12M
MUB
Ishares National Muni Bond ETF

ETFs
26.2K
+ 107.32%
$103.24 - $106.68 $2.71M - $2.8M
50.7K $5.4M
IEFA
Ishares Tr

ETFs
27.3K
+ 39.09%
$81.7 - $87.53 $2.23M - $2.39M
97K $8.47M
BND
Vanguard Bd Index Fd Inc Total

ETFs
34.9K
+ 290.49%
$72.57 - $74.72 $2.53M - $2.61M
46.9K $3.49M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
39K
+ 258.56%
$62.09 - $66.51 $2.42M - $2.6M
54.1K $3.53M
KO
Coca Cola CO

Consumer Defensive
40.9K
+ 103.23%
$65.67 - $71.67 $2.69M - $2.93M
80.5K $5.34M
VTV
Vanguard Value ETF

ETFs
12.2K
+ 154.55%
$175.51 - $186.57 $2.14M - $2.28M
20.1K $3.75M
META
Meta Platforms, Inc.

Communication Services
3.03K
+ 27.87%
$695.21 - $791.73 $2.11M - $2.4M
13.9K $10.2M
TSLA
Tesla, Inc.

Consumer Cyclical
2.16K
+ 24.63%
$293.94 - $444.72 $635K - $961K
10.9K $4.86M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
26.7K
+ 282.87%
$60.01 - $65.01 $1.6M - $1.74M
36.2K $2.35M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.42K
+ 17.32%
$420.11 - $472.68 $1.02M - $1.14M
16.4K $7.68M
JPM
Jpmorgan Chase & CO

Financial Services
1.65K
+ 3.53%
$282.78 - $316.06 $467K - $522K
48.5K $15.3M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
10.9K
+ 2.88%
$97.75 - $100.75 $1.07M - $1.1M
389K $39M
PPA
Invesco Exchange Traded Fd Tr

ETFs
4.89K
+ 9.39%
$139.82 - $155.45 $684K - $760K
57K $8.86M
ABBV
Abb Vie Inc.

Healthcare
800
+ 3.1%
$184.85 - $231.54 $148K - $185K
26.6K $6.15M
GLD
Spdr Gold Trust

ETFs
1.55K
+ 9.84%
$300.96 - $355.47 $466K - $551K
17.3K $6.15M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.05K
+ 111.69%
$567.77 - $614.76 $1.17M - $1.26M
3.89K $2.38M
AOA
Ishares Tr Core Aggressive All

ETFs
11.2K
+ 18.8%
$82.71 - $88.14 $928K - $989K
70.9K $6.25M
BK
Bank Of New York Mellon Corp

Financial Services
4.5K
+ 10.47%
$90.65 - $109.75 $408K - $494K
47.5K $5.17M
AMZN
Amazon Com Inc

Consumer Cyclical
5.54K
+ 6.5%
$211.65 - $238.24 $1.17M - $1.32M
90.7K $19.9M
VUG
Vanguard Growth ETF

ETFs
2.22K
+ 90.37%
$433.97 - $484.08 $965K - $1.08M
4.69K $2.25M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
20.5K
+ 22.81%
$50.9 - $52.37 $1.04M - $1.07M
111K $5.78M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
866
+ 2.28%
$459.11 - $506.91 $398K - $439K
38.9K $19.5M
IWD
Ishares Russell 1000 Val ETF

ETFs
5.01K
+ 96.27%
$192.76 - $203.86 $966K - $1.02M
10.2K $2.08M
JNJ
Johnson & Johnson

Healthcare
3.07K
+ 20.77%
$155.17 - $185.42 $477K - $570K
17.9K $3.31M
IVE
Ishares S&P 500 Value ETF

ETFs
4.81K
+ 278.27%
$194.44 - $206.51 $936K - $994K
6.54K $1.35M
BAC
Bank Of America Corp

Financial Services
13.5K
+ 21.1%
$44.92 - $52.42 $604K - $705K
77.2K $3.98M
DGRO
Ishares Core Dividend Growth E

ETFs
6.06K
+ 4.55%
$64.12 - $68.08 $388K - $412K
139K $9.47M
IWS
Ishares Russell Midcap Value E

ETFs
1.45K
+ 1.46%
$132.83 - $140.61 $193K - $204K
101K $14.1M
HD
Home Depot, Inc.

Consumer Cyclical
75
+ 0.32%
$357.4 - $423.42 $26.8K - $31.8K
23.7K $9.62M
ORCL
Oracle Corp

Technology
1.39K
+ 16.48%
$218.96 - $328.33 $304K - $456K
9.82K $2.76M
VTWG
Vanguard Russell 2000 Growth E

ETFs
3.27K
+ 62.78%
$208.02 - $237.84 $680K - $777K
8.47K $1.98M
VONG
Vanguard Russell 1000 Growth E

ETFs
3.96K
+ 10.87%
$108.08 - $121.73 $428K - $482K
40.4K $4.87M
CSCO
Cisco Systems, Inc.

Technology
13K
+ 25.32%
$66.2 - $71.79 $862K - $934K
64.4K $4.41M
Activity Summary
Buys All Purchases 291 New Holdings 70 Increased Positions 221 Sells All Sells 172 Reductions 172 Sold out 0 Options Calls 0 Puts 0
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