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
HD
Home Depot, Inc.

Consumer Cyclical
-460
- 1.91%
$335.24 - $380.78 $154K - $175K
23.7K $8.68M
FNF
Fidelity National Financial, Inc.

Financial Services
-435
- 2.82%
$53.62 - $66.59 $23.3K - $29K
15K $840K
LYG
Lloyds Banking Group PLC

Financial Services
-44K
- 64.39%
$3.32 - $4.29 $146K - $189K
24.3K $103K
GIS
General Mills Inc

Consumer Defensive
-1.16K
- 9.83%
$50.37 - $60.97 $58.6K - $71K
10.7K $553K
F
Ford Motor CO

Consumer Cyclical
-18.8K
- 30.37%
$8.69 - $10.85 $164K - $204K
43.2K $468K
SOXX
Ishares Semiconductor ETF

ETFs
-3.34K
- 26.15%
$154.86 - $239.07 $516K - $797K
9.42K $2.25M
PRU
Prudential Financial Inc

Financial Services
-1.09K
- 14.54%
$95.12 - $112.71 $104K - $123K
6.4K $687K
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-3.44K
- 45.97%
$42.85 - $50.11 $148K - $173K
4.05K $202K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-54
- 1.8%
$421.16 - $509.5 $22.7K - $27.5K
2.95K $1.31M
BMY
Bristol Myers Squibb CO

Healthcare
-361
- 4.4%
$44.12 - $59.6 $15.9K - $21.5K
7.84K $362K
AEP
American Electric Power CO Inc

Utilities
-363
- 2.15%
$98.59 - $109.11 $35.8K - $39.6K
16.6K $1.72M
SMB
Vaneck Short Muni ETF

ETFs
-8.69K
- 4.94%
$16.86 - $17.26 $146K - $150K
167K $2.89M
VO
Vanguard Mid Cap ETF

ETFs
-563
- 40.56%
$228.54 - $279.83 $129K - $158K
825 $230K
ZTS
Zoetis Inc.

Healthcare
-478
- 9.08%
$144.41 - $170.3 $69K - $81.4K
4.78K $746K
UNP
Union Pacific Corp

Industrials
-450
- 21.21%
$208.27 - $238.46 $93.7K - $107K
1.67K $384K
EOG
Eog Resources Inc

Energy
-394
- 4.88%
$104.61 - $129.97 $41.2K - $51.2K
7.68K $918K
HPQ
Hp Inc

Technology
-2.1K
- 13.44%
$21.88 - $29.32 $45.9K - $61.5K
13.5K $330K
MDT
Medtronic PLC

Healthcare
-518
- 2.59%
$80.68 - $88.86 $41.8K - $46K
19.5K $1.7M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-626
- 26.15%
$152.93 - $181.74 $95.7K - $114K
1.77K $321K
CPRT
Copart Inc

Consumer Cyclical
-990
- 16.94%
$47.72 - $63.84 $47.2K - $63.2K
4.86K $238K
V
Visa Inc.

Financial Services
-644
- 2.13%
$308.27 - $373.31 $199K - $240K
29.6K $10.5M
O
Realty Income Corp

Real Estate
-1.32K
- 3.93%
$52.27 - $58.52 $68.8K - $77K
32.2K $1.85M
D
Dominion Energy, Inc

Utilities
-1.69K
- 11.87%
$49.66 - $58.0 $83.9K - $98K
12.6K $709K
ETR
Entergy Corp

Utilities
-513
- 2.77%
$79.01 - $86.61 $40.5K - $44.4K
18K $1.5M
SON
Sonoco Products CO

Consumer Cyclical
-1.33K
- 16.93%
$40.6 - $47.93 $53.8K - $63.5K
6.5K $283K
SHEL
Shell PLC

Energy
-194
- 0.79%
$59.75 - $73.05 $11.6K - $14.2K
24.3K $1.71M
VTV
Vanguard Value ETF

ETFs
-626
- 7.34%
$153.67 - $176.74 $96.2K - $111K
7.9K $1.4M
ADP
Automatic Data Processing Inc

Industrials
-370
- 2.84%
$276.76 - $326.81 $102K - $121K
12.7K $3.91M
VLO
Valero Energy Corp

Energy
-909
- 4.7%
$104.69 - $141.77 $95.2K - $129K
18.4K $2.48M
XLP
Consumer Staples Sector Spdr

ETFs
-980
- 3.01%
N/A
31.5K $2.4M
LOW
Lowes Companies Inc

Consumer Cyclical
-152
- 4.22%
$210.83 - $235.28 $32K - $35.8K
3.45K $766K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-102
- 0.3%
$68.13 - $74.77 $6.95K - $7.63K
34.2K $2.49M
UNM
Unum Group

Financial Services
-835
- 9.54%
$70.48 - $82.91 $58.9K - $69.2K
7.92K $639K
FTSL
First Trust Senior Ln Fund

ETFs
-1.78K
- 4.52%
$44.58 - $46.07 $79.3K - $82K
37.6K $1.72M
DTE
Dte Energy CO

Utilities
-236
- 3.4%
$127.39 - $139.49 $30.1K - $32.9K
6.7K $887K
PFG
Principal Financial Group Inc

Financial Services
-329
- 4.76%
$69.56 - $86.19 $22.9K - $28.4K
6.58K $522K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-1.02K
- 5.35%
$59.8 - $60.07 $60.9K - $61.2K
18K $1.08M
ET
Energy Transfer LP

Energy
-2.48K
- 7.98%
$15.65 - $18.93 $38.8K - $46.9K
28.5K $517K
ISCV
Ishares Morningstar Small Cap

ETFs
-2.51K
- 5.37%
$51.37 - $61.54 $129K - $154K
44.2K $2.71M
ROP
Roper Technologies Inc

Industrials
-28
- 1.65%
$519.19 - $590.78 $14.5K - $16.5K
1.67K $946K
ESCA
Escalade Inc

Consumer Cyclical
-1.42K
- 7.42%
$13.4 - $16.52 $19K - $23.5K
17.7K $247K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-3.33K
- 3.88%
$10.78 - $11.28 $35.9K - $37.6K
82.6K $919K
CINF
Cincinnati Financial Corp

Financial Services
-390
- 3.28%
$126.6 - $151.6 $49.4K - $59.1K
11.5K $1.71M
FE
Firstenergy Corp

Utilities
-953
- 4.29%
$38.31 - $43.17 $36.5K - $41.1K
21.3K $856K
NWE
Northwestern Corp

Utilities
-187
- 3.97%
$50.8 - $59.51 $9.5K - $11.1K
4.52K $231K
ARCC
Ares Capital Corp

Financial Services
-1.61K
- 7.45%
$18.91 - $22.43 $30.4K - $36.1K
20K $439K
ES
Eversource Energy

Utilities
-915
- 7.67%
$54.25 - $65.89 $49.6K - $60.3K
11K $700K
PLD
Prologis, Inc.

Real Estate
-134
- 3.58%
$89.76 - $112.34 $12K - $15.1K
3.61K $378K
SONY
Sony Group Corp

Technology
-3.4K
- 4.32%
$21.24 - $26.88 $72.3K - $91.4K
75.3K $1.96M
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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