Prosperity Consulting Group, LLC Reduced Holdings in Q3 2025

Prosperity Consulting Group, LLC

  • $2 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-348K
- 29.65%
$26.38 - $27.95 $9.18M - $9.73M
826K $22.5M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-85.4K
- 40.74%
$55.15 - $58.11 $4.71M - $4.96M
124K $7.14M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-17K
- 68.85%
$91.44 - $91.77 $1.55M - $1.56M
7.67K $703K
EFG
Msci Eafe Growth ETF

ETFs
-14.1K
- 14.19%
$106.99 - $114.46 $1.51M - $1.62M
85.4K $9.73M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-58.5K
- 42.64%
$25.29 - $28.33 $1.48M - $1.66M
78.7K $2.2M
VTWO
Vanguard Russell 2000 ETF

ETFs
-20.2K
- 25.12%
$86.92 - $99.32 $1.75M - $2M
60.1K $5.88M
XLV
Select Sector Spdr Fund Health

ETFs
-10K
- 10.69%
$129.01 - $139.72 $1.29M - $1.4M
83.6K $11.6M
XLY
Select Sector Spdr Consumer Di

ETFs
-10.1K
- 15.64%
$216.09 - $242.18 $2.18M - $2.44M
54.4K $13M
SAP
Sap Se

Technology
-766
- 3.87%
$252.42 - $311.93 $193K - $239K
19K $5.09M
ACN
Accenture PLC

Technology
-1.4K
- 13.22%
$232.56 - $304.78 $326K - $427K
9.2K $2.27M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-14.8K
- 5.16%
$50.47 - $50.74 $746K - $750K
272K $13.8M
MKC
Mccormick & CO Inc

Consumer Defensive
-5.8K
- 14.93%
$64.3 - $77.17 $373K - $448K
33.1K $2.21M
COST
Costco Wholesale Corp

Consumer Defensive
-3
- 0.03%
$915.95 - $994.57 $2.75K - $2.98K
11.3K $10.5M
OKE
Oneok Inc

Energy
-2.37K
- 3.93%
$71.36 - $83.47 $169K - $198K
58K $4.24M
ROP
Roper Technologies Inc

Industrials
-1.16K
- 69.7%
$495.03 - $573.0 $576K - $667K
506 $252K
SPGI
S&P Global Inc.

Financial Services
-974
- 18.37%
$484.94 - $564.15 $472K - $549K
4.33K $2.11M
V
Visa Inc.

Financial Services
-779
- 2.63%
$332.09 - $358.86 $259K - $280K
28.8K $9.83M
CME
Cme Group Inc.

Financial Services
-2.29K
- 62.41%
$258.83 - $287.1 $592K - $656K
1.38K $372K
WSO
Watsco Inc

Industrials
-603
- 5.94%
$381.94 - $489.97 $230K - $295K
9.56K $3.86M
SMB
Vaneck Short Muni ETF

ETFs
-35.8K
- 21.43%
$17.24 - $17.48 $618K - $627K
131K $2.29M
IBM
International Business Machines Corp

Technology
-881
- 3.24%
$234.77 - $292.47 $207K - $258K
26.3K $7.42M
ARES
Ares Management Corp

Financial Services
-1.33K
- 4.94%
$159.89 - $192.76 $212K - $256K
25.5K $4.08M
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-13.4K
- 53.01%
$42.35 - $44.2 $567K - $592K
11.9K $524K
RELX
Relx PLC

Communication Services
-1.55K
- 2.26%
$45.13 - $54.19 $69.9K - $83.9K
67K $3.2M
AWK
American Water Works Company, Inc.

Utilities
-3.76K
- 19.8%
$135.05 - $147.0 $508K - $553K
15.2K $2.12M
ASML
Asml Holding Nv

Technology
-737
- 54.23%
$689.63 - $968.09 $508K - $713K
622 $602K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-6.55K
- 53.39%
$38.58 - $58.24 $253K - $381K
5.72K $223K
DGS
Wisdomtree Emerging Markets Sm

ETFs
-12.3K
- 9.53%
$54.85 - $58.99 $676K - $727K
117K $6.68M
ZTS
Zoetis Inc.

Healthcare
-2.72K
- 56.94%
$141.13 - $159.19 $384K - $434K
2.06K $301K
UL
Unilever PLC

Consumer Defensive
-5.81K
- 13.04%
$58.43 - $65.01 $339K - $377K
38.7K $2.29M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-4.3K
- 8.29%
$99.12 - $99.52 $426K - $428K
47.5K $4.73M
BSX
Boston Scientific Corp

Healthcare
-2.74K
- 19.75%
$97.03 - $108.14 $266K - $296K
11.1K $1.09M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-8.22K
- 32.26%
$51.7 - $54.73 $425K - $450K
17.3K $944K
SNY
Sanofi

Healthcare
-6.86K
- 19.77%
$45.07 - $51.35 $309K - $352K
27.8K $1.31M
TTD
Trade Desk, Inc.

Technology
-3.37K
- 44.48%
$43.93 - $89.76 $148K - $302K
4.2K $205K
NDAQ
Nasdaq, Inc.

Financial Services
-3.34K
- 9.71%
$86.73 - $96.94 $290K - $324K
31K $2.75M
UNH
Unitedhealth Group Inc

Healthcare
-1.97K
- 18.54%
$237.77 - $353.61 $468K - $696K
8.64K $2.98M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-12.2K
- 21.55%
$46.69 - $59.27 $569K - $723K
44.4K $2.36M
RSG
Republic Services, Inc.

Industrials
-398
- 3.01%
$225.33 - $246.01 $89.7K - $97.9K
12.8K $2.94M
MAA
Mid America Apartment Communities Inc.

Real Estate
-1.4K
- 11.65%
$138.38 - $153.2 $193K - $214K
10.6K $1.48M
ADP
Automatic Data Processing Inc

Industrials
-355
- 2.8%
$288.69 - $310.94 $102K - $110K
12.3K $3.61M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-363
- 1.0%
$65.64 - $78.22 $23.8K - $28.4K
35.8K $2.4M
PWR
Quanta Services, Inc.

Industrials
-1.04K
- 25.45%
$372.29 - $421.68 $386K - $438K
3.04K $1.26M
NXPI
Nxp Semiconductors N.V.

Technology
-1.35K
- 40.73%
$205.16 - $239.07 $277K - $323K
1.96K $447K
XLE
Energy Sector Spdr

ETFs
-3.81K
- 25.77%
$84.25 - $91.99 $321K - $350K
11K $980K
ADBE
Adobe Inc.

Technology
-368
- 10.64%
$333.65 - $392.1 $123K - $144K
3.09K $1.09M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-8.05K
- 23.78%
$42.67 - $46.91 $343K - $377K
25.8K $1.21M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-2.33K
- 20.57%
$102.4 - $103.88 $238K - $242K
8.99K $929K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-3.89K
- 26.37%
$68.24 - $73.73 $266K - $287K
10.9K $798K
Activity Summary
Buys All Purchases 291 New Holdings 70 Increased Positions 221 Sells All Sells 172 Reductions 172 Sold out 0 Options Calls 0 Puts 0
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