Prosperity Consulting Group, LLC Incresed Positions in Q1 2025

Prosperity Consulting Group, LLC

  • $1.27 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
107K
+ 9.93%
$27.01 - $28.54 $2.9M - $3.06M
1.19M $33.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
683
+ 1.8%
$442.66 - $534.52 $302K - $365K
38.7K $20.6M
JEPI
J P Morgan Exchange Traded Fd

ETFs
53.9K
+ 7.58%
$56.17 - $59.71 $3.03M - $3.22M
764K $43.7M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
98.7K
+ 55.15%
$29.34 - $31.31 $2.9M - $3.09M
278K $8.24M
EFV
Msci Eafe Value ETF

ETFs
16.5K
+ 8.89%
$51.88 - $60.73 $857K - $1M
202K $11.9M
IEFA
Ishares Tr

ETFs
22.4K
+ 70.51%
$69.57 - $78.65 $1.56M - $1.76M
54.2K $4.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
5.03K
+ 12.47%
$551.42 - $612.93 $2.77M - $3.08M
45.4K $25.4M
XOM
Exxon Mobil Corp

Energy
7.59K
+ 11.75%
$105.44 - $118.93 $800K - $903K
72.2K $8.58M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
14.3K
+ 5.38%
$50.82 - $52.7 $727K - $754K
280K $14.7M
EPI
Wisdomtree Tr India Earnings F

ETFs
23.9K
+ 37.48%
$40.08 - $45.85 $958K - $1.1M
87.7K $3.83M
GLD
Spdr Gold Trust

ETFs
870
+ 6.25%
$243.19 - $288.14 $212K - $251K
14.8K $4.26M
IBM
International Business Machines Corp

Technology
241
+ 0.86%
$217.4 - $264.74 $52.4K - $63.8K
28.4K $7.05M
IWY
Ishares Tr Russell 200 Growth

ETFs
8.56K
+ 21.26%
$210.19 - $243.33 $1.8M - $2.08M
48.8K $10.3M
PM
Philip Morris International Inc.

Consumer Defensive
35
+ 0.16%
$117.15 - $158.79 $4.1K - $5.56K
21.3K $3.39M
TIP
Ishares Tr Tips Bd ETF

ETFs
6.97K
+ 72.5%
$106.22 - $111.09 $741K - $775K
16.6K $1.84M
FDL
First Tr Morningstar Dividend

ETFs
9.65K
+ 9.4%
$39.69 - $43.83 $383K - $423K
112K $4.88M
AOA
Ishares Tr Core Aggressive All

ETFs
9.62K
+ 22.18%
$75.7 - $80.01 $728K - $770K
53K $4.05M
BK
Bank Of New York Mellon Corp

Financial Services
5.17K
+ 12.94%
$75.42 - $88.95 $390K - $459K
45.1K $3.78M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
13.2K
+ 16.84%
$44.41 - $45.98 $586K - $607K
91.6K $4.18M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
12.9K
+ 28.0%
$51.26 - $52.53 $662K - $678K
59K $3.04M
XLU
Utilities Sector Spdr

ETFs
6.12K
+ 17.62%
$74.7 - $80.27 $457K - $492K
40.9K $3.22M
EFA
Ishares Tr Msci Eafe ETF

ETFs
5.86K
+ 38.43%
$74.85 - $84.89 $438K - $497K
21.1K $1.72M
DGRO
Ishares Core Dividend Growth E

ETFs
7.8K
+ 6.78%
$60.46 - $64.42 $472K - $503K
123K $7.6M
WMB
Williams Companies, Inc.

Energy
6.29K
+ 24.01%
$54.02 - $61.09 $340K - $384K
32.5K $1.94M
FPE
First Tr Pfd Secs & Income ETF

ETFs
29.6K
+ 18.5%
$17.53 - $17.87 $519K - $529K
190K $3.34M
T
At&T Inc.

Communication Services
650
+ 0.77%
$21.56 - $28.28 $14K - $18.4K
85.3K $2.41M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
5.01K
+ 8.1%
$76.94 - $78.28 $385K - $392K
66.9K $5.24M
XLI
Industrial Sector Spdr

ETFs
3.58K
+ 10.03%
$128.78 - $141.67 $461K - $507K
39.3K $5.15M
JPM
Jpmorgan Chase & CO

Financial Services
486
+ 1.06%
$225.19 - $279.95 $109K - $136K
46.2K $11.3M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
11.4K
+ 11.39%
$28.55 - $29.09 $325K - $332K
111K $3.22M
XLC
Select Sector Spdr Tr Communic

ETFs
4.03K
+ 3.03%
$94.84 - $105.31 $382K - $424K
137K $13.2M
AOR
Ishares Tr Core Growth Allocat

ETFs
5.33K
+ 10.98%
$56.63 - $59.39 $302K - $317K
53.9K $3.1M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.54K
+ 44.1%
$58.01 - $64.46 $264K - $293K
14.8K $921K
VB
Vanguard Small Cap ETF

ETFs
2.12K
+ 24.96%
$217.89 - $252.64 $462K - $535K
10.6K $2.35M
MO
Altria Group, Inc.

Consumer Defensive
50
+ 0.13%
$50.81 - $60.02 $2.54K - $3K
39.9K $2.39M
ABT
Abbott Laboratories

Healthcare
459
+ 3.69%
$111.1 - $140.22 $51K - $64.4K
12.9K $1.71M
IEMG
Ishares Inc

ETFs
5.68K
+ 7.75%
N/A
79K $4.24M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
85
+ 2.91%
$402.49 - $513.76 $34.2K - $43.7K
3K $1.46M
AMGN
Amgen Inc

Healthcare
47
+ 0.9%
$258.59 - $327.36 $12.2K - $15.4K
5.25K $1.63M
WFC
Wells Fargo & Company

Financial Services
3.46K
+ 54.3%
$66.78 - $81.42 $231K - $282K
9.83K $705K
PPA
Invesco Exchange Traded Fd Tr

ETFs
1.34K
+ 2.64%
$113.59 - $123.29 $152K - $165K
52.2K $6.08M
DE
Deere & CO

Industrials
358
+ 23.17%
$408.57 - $509.27 $146K - $182K
1.9K $893K
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
META
Meta Platforms, Inc.

Communication Services
607
+ 6.33%
$576.36 - $736.67 $350K - $447K
10.2K $5.88M
MDT
Medtronic PLC

Healthcare
257
+ 1.3%
$79.84 - $94.5 $20.5K - $24.3K
20K $1.8M
COP
Conocophillips

Energy
1.76K
+ 47.61%
$88.6 - $105.85 $156K - $187K
5.47K $574K
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
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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