Prosperity Consulting Group, LLC Incresed Positions in Q2 2025

Prosperity Consulting Group, LLC

  • $1.35 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
IDEV
Ishares Core Msci Intl Develop

ETFs
4.58K
+ 58.41%
$61.79 - $76.67 $283K - $351K
12.4K $944K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.84K
+ 54.79%
$166.82 - $194.23 $307K - $358K
5.2K $1.01M
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
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
C
Citigroup Inc

Financial Services
323
+ 1.8%
$58.13 - $85.12 $18.8K - $27.5K
18.3K $1.55M
PLTR
Palantir Technologies Inc.

Technology
386
+ 9.7%
$74.01 - $144.25 $28.6K - $55.7K
4.37K $595K
KLAC
Kla Corp

Technology
53
+ 5.6%
$576.53 - $902.94 $30.6K - $47.9K
999 $894K
AOM
Ishares Tr Core Moderate Alloc

ETFs
4.07K
+ 16.43%
$41.55 - $46.04 $169K - $187K
28.8K $1.33M
CAT
Caterpillar Inc

Industrials
120
+ 3.87%
$273.94 - $388.21 $32.9K - $46.6K
3.22K $1.25M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
10.8K
+ 1895.62%
$87.84 - $1441.89 $951K - $15.6M
11.4K $1.03M
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
MA
Mastercard Inc

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

Financial Services
627
+ 53.45%
$274.32 - $302.46 $172K - $190K
1.8K $521K
DELL
Dell Technologies Inc.

Technology
460
+ 13.78%
$71.63 - $125.98 $32.9K - $58K
3.8K $465K
PANW
Palo Alto Networks Inc

Technology
36
+ 0.8%
$152.44 - $204.64 $5.49K - $7.37K
4.56K $932K
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
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
USB
Us Bancorp \De\

Financial Services
98
+ 0.31%
$36.4 - $45.76 $3.57K - $4.48K
31.9K $1.44M
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
ABT
Abbott Laboratories

Healthcare
336
+ 2.6%
$123.95 - $138.08 $41.6K - $46.4K
13.2K $1.8M
FEX
First Tr Large Cap Core Alphde

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