Prosperity Consulting Group, LLC Reduced Holdings in Q2 2025

Prosperity Consulting Group, LLC

  • $1.35 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-3.79K
- 1.44%
$172.42 - $223.89 $653K - $849K
259K $53.2M
UNH
Unitedhealth Group Inc

Healthcare
-1.22K
- 10.28%
$274.35 - $599.47 $334K - $729K
10.6K $3.31M
RSG
Republic Services, Inc.

Industrials
-11.4K
- 46.35%
$227.2 - $258.07 $2.59M - $2.95M
13.2K $3.26M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-657
- 1.7%
$483.48 - $539.8 $318K - $355K
38K $18.5M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-13.9K
- 1.17%
$24.32 - $27.87 $337K - $386K
1.17M $31.1M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-19.3K
- 4.86%
$96.84 - $99.46 $1.87M - $1.92M
378K $37.5M
VB
Vanguard Small Cap ETF

ETFs
-7.51K
- 70.84%
$193.73 - $237.37 $1.46M - $1.78M
3.09K $732K
TIP
Ishares Tr Tips Bd ETF

ETFs
-13.2K
- 79.79%
$107.93 - $110.97 $1.43M - $1.47M
3.35K $368K
OKE
Oneok Inc

Energy
-2.64K
- 4.19%
$78.71 - $100.37 $208K - $265K
60.4K $4.93M
XLV
Select Sector Spdr Fund Health

ETFs
-1.09K
- 1.15%
$128.77 - $144.3 $140K - $157K
93.6K $12.6M
AMGN
Amgen Inc

Healthcare
-3.05K
- 58.19%
$262.28 - $309.85 $800K - $946K
2.19K $612K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-19.1K
- 14.57%
$50.52 - $50.92 $963K - $971K
112K $5.69M
XOM
Exxon Mobil Corp

Energy
-1.08K
- 1.5%
$99.93 - $119.04 $108K - $129K
71.1K $7.66M
WSO
Watsco Inc

Industrials
-465
- 4.38%
$421.84 - $520.66 $196K - $242K
10.2K $4.49M
AMP
Ameriprise Financial Inc

Financial Services
-1.76K
- 81.12%
$422.19 - $533.73 $742K - $938K
409 $218K
HON
Honeywell International Inc

Industrials
-3.97K
- 65.28%
$182.86 - $232.88 $727K - $925K
2.11K $492K
MRK
Merck & Co., Inc.

Healthcare
-3.22K
- 6.83%
$73.47 - $87.12 $237K - $281K
43.9K $3.48M
ABBV
Abb Vie Inc.

Healthcare
-642
- 2.43%
$170.16 - $206.27 $109K - $132K
25.8K $4.78M
XLE
Energy Sector Spdr

ETFs
-6.39K
- 30.18%
$76.44 - $94.13 $488K - $601K
14.8K $1.25M
AMT
American Tower Corp

Real Estate
-3.08K
- 63.35%
$203.96 - $228.19 $628K - $702K
1.78K $393K
LLY
Eli Lilly & CO

Healthcare
-276
- 2.89%
$713.71 - $898.95 $197K - $248K
9.28K $7.23M
SNA
Snap On Inc

Industrials
-770
- 5.49%
$292.36 - $342.2 $225K - $263K
13.3K $4.12M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-530
- 12.88%
$390.26 - $489.06 $207K - $259K
3.59K $1.45M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-4.18K
- 3.8%
$121.58 - $136.74 $508K - $571K
106K $14.4M
MUB
Ishares National Muni Bond ETF

ETFs
-5.05K
- 17.11%
$102.31 - $105.8 $517K - $534K
24.5K $2.56M
MCD
Mcdonalds Corp

Consumer Cyclical
-493
- 2.49%
$285.55 - $321.23 $141K - $158K
19.3K $5.64M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-102
- 0.54%
$212.1 - $244.27 $21.6K - $24.9K
18.7K $4.1M
AJG
Arthur J. Gallagher & Co.

Financial Services
-570
- 4.82%
$310.86 - $348.77 $177K - $199K
11.2K $3.6M
VXF
Vanguard Extended Market ETF

ETFs
-3.2K
- 42.11%
$150.43 - $192.71 $481K - $616K
4.4K $847K
CVX
Chevron Corp

Energy
-952
- 8.18%
$133.73 - $168.51 $127K - $160K
10.7K $1.53M
PG
Procter & Gamble CO

Consumer Defensive
-878
- 3.52%
$157.66 - $172.39 $138K - $151K
24.1K $3.83M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-6.7K
- 57.67%
$58.52 - $71.7 $392K - $480K
4.92K $337K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-10.1K
- 4.92%
$28.02 - $32.37 $282K - $325K
194K $6.17M
ASML
Asml Holding Nv

Technology
-762
- 35.93%
$595.37 - $815.24 $454K - $621K
1.36K $1.09M
ADBE
Adobe Inc.

Technology
-835
- 19.45%
$340.0 - $420.68 $284K - $351K
3.46K $1.34M
FVD
First Tr Value Line Divid Inde

ETFs
-7.46K
- 2.99%
$40.62 - $45.12 $303K - $336K
242K $10.8M
SNY
Sanofi

Healthcare
-859
- 2.42%
$47.62 - $55.44 $40.9K - $47.6K
34.7K $1.68M
CRM
Salesforce, Inc.

Technology
-1.15K
- 21.11%
$236.26 - $291.15 $271K - $334K
4.29K $1.17M
WEC
Wec Energy Group, Inc.

Utilities
-1.31K
- 4.13%
$102.24 - $109.76 $134K - $144K
30.4K $3.17M
MAA
Mid America Apartment Communities Inc.

Real Estate
-263
- 2.14%
$145.91 - $168.0 $38.4K - $44.2K
12K $1.78M
VZ
Verizon Communications Inc

Communication Services
-1.28K
- 1.24%
$41.67 - $45.62 $53.2K - $58.2K
101K $4.39M
MO
Altria Group, Inc.

Consumer Defensive
-3.46K
- 8.66%
$55.56 - $60.91 $192K - $211K
36.4K $2.14M
NVO
Novo Nordisk A S

Healthcare
-3.68K
- 52.84%
$58.08 - $81.05 $214K - $298K
3.28K $226K
AVDV
American Centy ETF Tr Avantis

ETFs
-4.86K
- 30.16%
$61.76 - $79.32 $300K - $385K
11.2K $891K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-6.16K
- 31.37%
$22.66 - $26.12 $140K - $161K
13.5K $329K
APD
Air Products & Chemicals, Inc.

Basic Materials
-275
- 3.06%
$248.61 - $294.96 $68.4K - $81.1K
8.72K $2.46M
AWK
American Water Works Company, Inc.

Utilities
-211
- 1.1%
$133.82 - $151.96 $28.2K - $32.1K
19K $2.64M
IP
International Paper CO

Consumer Cyclical
-707
- 3.19%
$43.89 - $54.46 $31K - $38.5K
21.4K $1M
VOE
Vanguard Mid Cap Value Index F

ETFs
-1.46K
- 8.96%
$141.87 - $164.49 $207K - $239K
14.8K $2.43M
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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