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
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
NSC
Norfolk Southern Corp

Industrials
23
+ 1.1%
$206.34 - $257.46 $4.75K - $5.92K
2.12K $541K
SLV
I Shares Silver Trust

ETFs
293
+ 1.47%
$27.08 - $33.74 $7.93K - $9.89K
20.2K $661K
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
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
AOK
Ishares Tr Core Conservative A

ETFs
170
+ 1.27%
$36.09 - $39.07 $6.14K - $6.64K
13.6K $530K
SO
Southern CO

Utilities
305
+ 2.38%
$84.91 - $92.56 $25.9K - $28.2K
13.1K $1.2M
LAMR
Lamar Advertising CO

Real Estate
78
+ 3.87%
$102.35 - $121.67 $7.98K - $9.49K
2.09K $253K
FTNT
Fortinet, Inc.

Technology
29
+ 1.35%
$84.71 - $108.69 $2.46K - $3.15K
2.18K $230K
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
Lazard Inc
1.24K
+ 24.78%
N/A
6.25K $0
Ge Vernova Inc
20
+ 2.74%
N/A
750 $0
GOVT
Ishares U.S. Treasury Bond ETF

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

Real Estate
8
+ 2.52%
$740.07 - $914.43 $5.92K - $7.32K
325 $258K
Super Micro Computer Inc
340
+ 4.04%
N/A
8.76K $0
ELV
Elevance Health, Inc.

Healthcare
55
+ 10.7%
$372.27 - $452.69 $20.5K - $24.9K
569 $221K
WM
Waste Management Inc

Industrials
136
+ 0.96%
$216.47 - $242.1 $29.4K - $32.9K
14.3K $3.27M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
354
+ 6.06%
$45.92 - $50.78 $16.3K - $18K
6.19K $289K
ALL
Allstate Corp

Financial Services
5
+ 0.33%
$180.53 - $212.64 $903 - $1.06K
1.53K $308K
PBA
Pembina Pipeline Corp

Energy
220
+ 3.02%
$35.16 - $40.88 $7.74K - $8.99K
7.51K $281K
PFE
Pfizer Inc

Healthcare
1.89K
+ 3.65%
$21.59 - $24.84 $40.9K - $47K
53.8K $1.3M
NOC
Northrop Grumman Corp

Industrials
5
+ 0.28%
$456.3 - $540.39 $2.28K - $2.7K
1.81K $906K
KO
Coca Cola CO

Consumer Defensive
188
+ 0.48%
$68.37 - $73.9 $12.9K - $13.9K
39.6K $2.8M
COP
Conocophillips

Energy
679
+ 12.42%
$82.66 - $106.1 $56.1K - $72K
6.15K $551K
XEL
Xcel Energy Inc

Utilities
8
+ 0.08%
$65.65 - $72.39 $525 - $579
10.3K $698K
ED
Consolidated Edison Inc

Utilities
17
+ 0.31%
$98.05 - $113.3 $1.67K - $1.93K
5.58K $559K
PGR
Progressive Corp

Financial Services
4
+ 0.1%
$255.27 - $288.74 $1.02K - $1.15K
3.83K $1.02M
PAYX
Paychex Inc

Industrials
14
+ 0.2%
$137.01 - $159.78 $1.92K - $2.24K
7.17K $1.04M
JNJ
Johnson & Johnson

Healthcare
688
+ 4.88%
$146.36 - $159.82 $101K - $110K
14.8K $2.26M
BDX
Becton Dickinson & CO

Healthcare
97
+ 5.39%
$165.15 - $226.42 $16K - $22K
1.9K $326K
BP
Bp PLC

Energy
157
+ 0.33%
$26.11 - $33.81 $4.1K - $5.31K
47.4K $1.42M
PEP
Pepsico Inc

Consumer Defensive
386
+ 2.87%
$128.02 - $151.37 $49.4K - $58.4K
13.9K $1.83M
KMB
Kimberly Clark Corp

Consumer Defensive
220
+ 1.3%
$126.84 - $145.22 $27.9K - $31.9K
17.2K $2.21M
TMUS
T Mobile Us, Inc.

Communication Services
39
+ 0.44%
$220.99 - $268.54 $8.62K - $10.5K
9K $2.14M
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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