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
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
SLV
I Shares Silver Trust

ETFs
1.75K
+ 9.65%
$26.93 - $31.32 $47.1K - $54.8K
19.9K $615K
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
EXC
Exelon Corp

Utilities
239
+ 2.22%
$37.3 - $46.08 $8.91K - $11K
11K $507K
PAYX
Paychex Inc

Industrials
10
+ 0.14%
$136.06 - $154.52 $1.36K - $1.55K
7.16K $1.1M
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
KMI
Kinder Morgan, Inc.

Energy
1.3K
+ 9.57%
$26.1 - $31.22 $33.9K - $40.5K
14.9K $423K
RL
Ralph Lauren Corp

Consumer Cyclical
273
+ 21.46%
$215.68 - $286.74 $58.9K - $78.3K
1.55K $341K
BKR
Baker Hughes CO

Energy
278
+ 2.71%
$41.16 - $48.85 $11.4K - $13.6K
10.5K $462K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
327
+ 2.73%
$58.32 - $65.09 $19.1K - $21.3K
12.3K $741K
VTR
Ventas, Inc.

Real Estate
35
+ 1.0%
$56.9 - $70.47 $1.99K - $2.47K
3.55K $243K
JCI
Johnson Controls International PLC

Industrials
330
+ 8.24%
$76.12 - $90.6 $25.1K - $29.9K
4.33K $347K
ET
Energy Transfer LP

Energy
3.24K
+ 11.64%
$17.26 - $21.08 $55.8K - $68.2K
31K $576K
TRV
Travelers Companies, Inc.

Financial Services
29
+ 2.93%
$232.43 - $265.13 $6.74K - $7.69K
1.02K $269K
ALL
Allstate Corp

Financial Services
37
+ 2.48%
$180.99 - $210.18 $6.7K - $7.78K
1.53K $316K
ATO
Atmos Energy Corp

Utilities
10
+ 0.63%
$136.51 - $154.58 $1.37K - $1.55K
1.6K $247K
SCCO
Southern Copper Corp

Basic Materials
89
+ 1.36%
$85.92 - $101.48 $7.65K - $9.03K
6.61K $618K
C
Citigroup Inc

Financial Services
183
+ 1.03%
$67.23 - $84.63 $12.3K - $15.5K
17.9K $1.27M
LHX
L3 Harris Technologies, Inc.

Industrials
114
+ 9.86%
$194.65 - $222.86 $22.2K - $25.4K
1.27K $265K
HYDB
Ishares Tr Edge High Yield Def

ETFs
423
+ 9.05%
$46.82 - $47.8 $19.8K - $20.2K
5.1K $240K
NSC
Norfolk Southern Corp

Industrials
67
+ 3.31%
$227.69 - $259.76 $15.3K - $17.4K
2.09K $495K
CSX
Csx Corp

Industrials
2.81K
+ 12.74%
$29.11 - $33.67 $81.8K - $94.6K
24.9K $731K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
123
+ 7.19%
$507.05 - $563.67 $62.4K - $69.3K
1.83K $941K
BOND
Pimco Active Bond Exchange Tra

ETFs
100
+ 4.3%
$89.27 - $92.9 $8.93K - $9.29K
2.42K $224K
EW
Edwards Lifesciences Corp

Healthcare
266
+ 6.81%
$67.95 - $76.19 $18.1K - $20.3K
4.17K $302K
GPC
Genuine Parts CO

Consumer Cyclical
14
+ 0.49%
$115.91 - $129.02 $1.62K - $1.81K
2.89K $344K
ISRG
Intuitive Surgical Inc

Healthcare
111
+ 5.72%
$476.63 - $610.45 $52.9K - $67.8K
2.05K $1.02M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
349
+ 3.43%
$44.11 - $47.04 $15.4K - $16.4K
10.5K $468K
LAMR
Lamar Advertising CO

Real Estate
149
+ 7.99%
$110.65 - $132.9 $16.5K - $19.8K
2.01K $229K
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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