Prosperity Consulting Group, LLC New Holdings in Q1 2025

Prosperity Consulting Group, LLC

  • $1.27 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
4
New
$663000.0 - $801950.0 $2.65M - $3.21M
4 $3.19M
UBER
Uber Technologies, Inc

Technology
8.38K
New
$63.17 - $81.49 $529K - $683K
8.38K $610K
IDEV
Ishares Core Msci Intl Develop

ETFs
7.84K
New
$63.77 - $71.36 $500K - $560K
7.84K $540K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
9.45K
New
$51.39 - $57.43 $486K - $543K
9.45K $523K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7.88K
New
$37.07 - $40.63 $292K - $320K
7.88K $310K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.97K
New
$102.49 - $119.96 $304K - $356K
2.97K $310K
EMN
Eastman Chemical CO

Basic Materials
2.94K
New
$87.05 - $103.47 $256K - $304K
2.94K $258K
DOW
Dow Inc.

Basic Materials
7.28K
New
$34.36 - $41.92 $250K - $305K
7.28K $254K
ADI
Analog Devices Inc

Technology
1.24K
New
$201.56 - $243.82 $250K - $303K
1.24K $250K
ENR
Energizer Holdings, Inc.

Industrials
8.04K
New
$29.28 - $35.79 $235K - $288K
8.04K $240K
OGE
Oge Energy Corp.

Utilities
4.88K
New
$39.76 - $46.32 $194K - $226K
4.88K $224K
SQ
Block, Inc.

Technology
3.91K
New
$54.04 - $92.95 $211K - $364K
3.91K $223K
ELV
Elevance Health, Inc.

Healthcare
514
New
$365.9 - $436.25 $188K - $224K
514 $223K
CI
Cigna Corp

Healthcare
666
New
$274.49 - $329.0 $183K - $219K
666 $219K
PSX
Phillips 66

Energy
1.73K
New
$113.93 - $131.55 $197K - $227K
1.73K $213K
CVS
Cvs Health Corp

Healthcare
3.15K
New
$44.22 - $68.64 $139K - $216K
3.15K $213K
DD
Du Pont De Nemours, Inc.

Basic Materials
2.86K
New
$72.7 - $84.32 $208K - $241K
2.86K $213K
BR
Broadridge Financial Solutions, Inc.

Technology
863
New
$221.46 - $244.83 $191K - $211K
863 $209K
CCI
Crown Castle International Corp

Real Estate
2.01K
New
$84.33 - $106.39 $170K - $214K
2.01K $209K
FTNT
Fortinet, Inc.

Technology
2.15K
New
$92.49 - $114.57 $199K - $246K
2.15K $206K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
4.98K
New
$38.99 - $40.37 $194K - $201K
4.98K $200K
HBAN
Huntington Bancshares Inc

Financial Services
10.2K
New
$14.28 - $17.39 $146K - $177K
10.2K $152K
Pimco ETF Tr
9.41K
New
N/A
9.41K $0
Blackrock ETF Trust Ii
33.3K
New
N/A
33.3K $0
Super Micro Computer Inc
8.42K
New
N/A
8.42K $0
Cava Group Inc
2.55K
New
N/A
2.55K $0
Rbb Fd Inc
4.93K
New
N/A
4.93K $0
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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