Prosperity Consulting Group, LLC Reduced Holdings in Q1 2025

Prosperity Consulting Group, LLC

  • $1.27 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ORCL
Oracle Corp

Technology
-507
- 6.96%
$139.81 - $186.47 $70.9K - $94.5K
6.78K $947K
NVO
Novo Nordisk A S

Healthcare
-1.73K
- 19.87%
$69.3 - $90.95 $120K - $157K
6.96K $483K
WMT
Walmart Inc.

Consumer Defensive
-1.64K
- 3.59%
$84.5 - $105.05 $139K - $173K
44.1K $3.88M
VOE
Vanguard Mid Cap Value Index F

ETFs
-1.46K
- 8.23%
$156.61 - $168.02 $228K - $245K
16.3K $2.61M
VXF
Vanguard Extended Market ETF

ETFs
-631
- 7.67%
$170.36 - $201.04 $107K - $127K
7.6K $1.31M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-5.47K
- 6.64%
$42.38 - $43.28 $232K - $237K
76.9K $3.27M
PFE
Pfizer Inc

Healthcare
-6.69K
- 11.42%
$25.01 - $27.13 $167K - $182K
51.9K $1.31M
SRE
Sempra Energy

Utilities
-960
- 9.28%
$67.85 - $87.67 $65.1K - $84.2K
9.38K $669K
SNA
Snap On Inc

Industrials
-591
- 4.04%
$324.09 - $358.62 $192K - $212K
14K $4.73M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.87K
- 36.37%
$126.11 - $135.06 $236K - $253K
3.28K $422K
USB
Us Bancorp \De\

Financial Services
-1.03K
- 3.12%
$40.92 - $50.9 $42K - $52.2K
31.8K $1.34M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-5.9K
- 2.12%
$50.39 - $50.66 $297K - $299K
272K $13.8M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-13
- 0.04%
$80.73 - $94.96 $1.05K - $1.23K
30.6K $2.54M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-5.1K
- 37.59%
$42.5 - $46.71 $217K - $238K
8.47K $383K
RFG
Invesco Exchange Traded Fd Tr

ETFs
-78
- 0.17%
$43.07 - $51.51 $3.36K - $4.02K
45.7K $2M
CAT
Caterpillar Inc

Industrials
-232
- 6.96%
$326.75 - $407.63 $75.8K - $94.6K
3.1K $1.02M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-439
- 14.28%
$302.31 - $337.54 $133K - $148K
2.64K $808K
BA
Boeing CO

Industrials
-978
- 45.3%
$148.15 - $186.25 $145K - $182K
1.18K $201K
FTSL
First Trust Senior Ln Fund

ETFs
-3.2K
- 7.52%
$45.65 - $46.48 $146K - $149K
39.3K $1.8M
VTI
Vanguard Total Stock Market Et

ETFs
-339
- 6.82%
$271.18 - $303.12 $91.9K - $103K
4.63K $1.27M
FITB
Fifth Third Bancorp

Financial Services
-1.1K
- 2.76%
$37.48 - $44.96 $41.1K - $49.3K
38.6K $1.51M
CFG
Citizens Financial Group Inc

Financial Services
-1.95K
- 6.44%
$39.73 - $48.36 $77.6K - $94.5K
28.4K $1.16M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-2.48K
- 8.39%
$47.09 - $50.46 $117K - $125K
27.1K $1.29M
SMB
Vaneck Short Muni ETF

ETFs
-9.73K
- 5.24%
$17.08 - $17.25 $166K - $168K
176K $3.02M
ASML
Asml Holding Nv

Technology
-129
- 5.73%
$662.63 - $776.99 $85.5K - $100K
2.12K $1.41M
UNH
Unitedhealth Group Inc

Healthcare
-710
- 5.66%
$461.52 - $548.18 $328K - $389K
11.8K $6.19M
HSY
Hershey CO

Consumer Defensive
-915
- 13.51%
$144.74 - $186.36 $132K - $171K
5.86K $1M
SPGI
S&P Global Inc.

Financial Services
-400
- 6.92%
$478.26 - $543.77 $191K - $218K
5.38K $2.74M
SGC
Superior Group Of Companies, Inc.

Consumer Cyclical
-1.02K
- 4.32%
$10.75 - $16.2 $10.9K - $16.5K
22.5K $246K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-1.67K
- 12.85%
$100.59 - $103.47 $168K - $173K
11.3K $1.17M
XES
Spdr Ser Tr Spdr S&P Oil & Gas

ETFs
-1.29K
- 22.28%
$67.16 - $87.51 $86.4K - $113K
4.49K $320K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-144
- 1.16%
$47.79 - $59.89 $6.88K - $8.62K
12.3K $617K
GIS
General Mills Inc

Consumer Defensive
-1.33K
- 10.09%
$57.56 - $65.3 $76.5K - $86.8K
11.8K $707K
LMT
Lockheed Martin Corp

Industrials
-8
- 0.25%
$423.19 - $506.29 $3.39K - $4.05K
3.15K $1.41M
MNRO
Monro, Inc.

Consumer Cyclical
-703
- 6.54%
$14.47 - $24.54 $10.2K - $17.3K
10K $145K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-995
- 2.19%
$48.02 - $53.02 $47.8K - $52.8K
44.5K $2.21M
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-1.93K
- 5.16%
$38.92 - $41.1 $75.3K - $79.5K
35.6K $1.39M
TGT
Target Corp

Consumer Defensive
-203
- 6.81%
$103.65 - $142.5 $21K - $28.9K
2.78K $289K
PEG
Public Service Enterprise Group Inc

Utilities
-905
- 5.47%
$78.2 - $90.39 $70.8K - $81.8K
15.6K $1.29M
FXR
First Trust Industrials/Produc

ETFs
-363
- 2.21%
$68.3 - $79.81 $24.8K - $29K
16.1K $1.12M
TXN
Texas Instruments Inc

Technology
-557
- 3.85%
N/A
13.9K $2.7M
HPQ
Hp Inc

Technology
-863
- 5.24%
$27.69 - $34.72 $23.9K - $30K
15.6K $432K
IP
International Paper CO

Consumer Cyclical
-1.72K
- 7.2%
$49.38 - $60.09 $84.8K - $103K
22.1K $1.18M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-1.43K
- 30.38%
$73.78 - $76.59 $105K - $109K
3.27K $250K
CEG
Constellation Energy Corp

Utilities
-73
- 2.04%
$201.63 - $347.44 $14.7K - $25.4K
3.5K $705K
MET
Metlife Inc

Financial Services
-735
- 3.23%
$77.7 - $87.0 $57.1K - $63.9K
22K $1.77M
HYG
Ishares Tr

ETFs
-1.29K
- 4.52%
$78.51 - $80.11 $101K - $103K
27.2K $2.15M
BMY
Bristol Myers Squibb CO

Healthcare
-2.29K
- 21.8%
$53.9 - $63.11 $123K - $144K
8.2K $500K
AOK
Ishares Tr Core Conservative A

ETFs
-2.55K
- 15.98%
$36.86 - $38.15 $94K - $97.3K
13.4K $504K
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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