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
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-2.36K
- 10.24%
$46.04 - $53.67 $108K - $126K
20.7K $1.11M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-1.14K
- 2.56%
$43.28 - $50.37 $49.3K - $57.3K
43.4K $2.17M
SUB
Ishares Short Term National Mu

ETFs
-313
- 6.88%
$104.77 - $106.34 $32.8K - $33.3K
4.24K $450K
CMCSA
Comcast Corp

Communication Services
-430
- 3.58%
$32.84 - $36.72 $14.1K - $15.8K
11.6K $413K
VCIT
Vanguard Intermediate Term Cor

ETFs
-387
- 8.58%
$79.56 - $82.92 $30.8K - $32.1K
4.12K $341K
ORI
Old Republic International Corp

Financial Services
-529
- 6.38%
$35.25 - $39.79 $18.6K - $21K
7.76K $298K
ADI
Analog Devices Inc

Technology
-304
- 24.48%
$164.6 - $238.02 $50K - $72.4K
938 $223K
SGC
Superior Group Of Companies, Inc.

Consumer Cyclical
-1.23K
- 5.44%
$9.46 - $11.0 $11.6K - $13.5K
21.3K $219K
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
-1K
- 8.16%
$37.32 - $42.19 $37.3K - $42.2K
11.3K $475K
DVY
Ishares Tr

ETFs
-88
- 0.99%
$118.37 - $134.86 $10.4K - $11.9K
8.8K $1.17M
RGP
Resources Connection, Inc.

Industrials
-1.51K
- 11.27%
$4.94 - $6.65 $7.46K - $10K
11.9K $63K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-1.62K
- 3.9%
$18.96 - $20.43 $30.8K - $33.1K
40K $816K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-279
- 4.62%
$63.54 - $68.5 $17.7K - $19.1K
5.76K $388K
SJW
Sjw Group

Utilities
-191
- 4.55%
$50.1 - $56.8 $9.57K - $10.8K
4K $207K
SQ
Block, Inc.

Technology
-368
- 9.4%
N/A
3.55K $202K
VTR
Ventas, Inc.

Real Estate
-25
- 0.7%
$62.45 - $70.08 $1.56K - $1.75K
3.52K $222K
WHG
Westwood Holdings Group Inc

Financial Services
-667
- 3.82%
$14.63 - $17.62 $9.76K - $11.8K
16.8K $261K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-826
- 6.7%
$54.27 - $63.01 $44.8K - $52K
11.5K $720K
TGT
Target Corp

Consumer Defensive
-44
- 1.58%
$88.76 - $105.77 $3.91K - $4.65K
2.73K $269K
PTH
Invesco Exchange Traded Fd Tr

ETFs
-371
- 5.02%
$34.88 - $40.29 $12.9K - $14.9K
7.02K $273K
YJUN
First Tr Exchange Traded Fd Vi
-1.7K
- 11.42%
$21.32 - $24.75 $36.1K - $42K
13.2K $321K
MTN
Vail Resorts Inc

Consumer Cyclical
-65
- 4.57%
$131.42 - $164.64 $8.54K - $10.7K
1.36K $213K
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
-529
- 6.12%
$25.26 - $29.45 $13.4K - $15.6K
8.12K $226K
FXH
First Tr Exchange Trd Fd Healt

ETFs
-139
- 0.94%
$93.63 - $103.68 $13K - $14.4K
14.6K $1.51M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-1.01K
- 9.57%
$41.22 - $48.01 $41.5K - $48.3K
9.52K $456K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-245
- 7.84%
$149.76 - $186.42 $36.7K - $45.7K
2.88K $537K
HRB
H&R Block Inc

Consumer Cyclical
-197
- 3.05%
$54.32 - $63.04 $10.7K - $12.4K
6.26K $343K
OC
Owens Corning

Industrials
-1
- 0.07%
$126.32 - $147.75 $126 - $148
1.48K $203K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-9
- 0.08%
$102.02 - $103.5 $918 - $932
11.3K $1.16M
T
At&T Inc.

Communication Services
-2.18K
- 2.55%
$26.33 - $28.94 $57.3K - $63K
83.1K $2.41M
LMT
Lockheed Martin Corp

Industrials
-126
- 4.0%
$430.82 - $486.45 $54.3K - $61.3K
3.02K $1.4M
BHB
Bar Harbor Bankshares

Financial Services
-343
- 3.75%
$27.37 - $31.26 $9.39K - $10.7K
8.8K $263K
PSTL
Postal Realty Trust, Inc.

Real Estate
-725
- 5.88%
$12.59 - $15.36 $9.13K - $11.1K
11.6K $170K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-824
- 9.73%
$39.89 - $49.46 $32.9K - $40.8K
7.65K $378K
NI
Nisource Inc.

Utilities
-255
- 1.08%
$37.11 - $40.64 $9.46K - $10.4K
23.3K $940K
UL
Unilever PLC

Consumer Defensive
-1.28K
- 2.79%
$57.9 - $65.43 $73.9K - $83.5K
44.5K $2.72M
IEF
Ishares Barclays

ETFs
-69
- 0.76%
$93.15 - $96.56 $6.43K - $6.66K
9.01K $862K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-122
- 0.44%
$48.5 - $49.35 $5.92K - $6.02K
27.7K $1.36M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
-302
- 6.23%
$39.94 - $44.64 $12.1K - $13.5K
4.54K $202K
Linde PLC
-2.95K
- 39.99%
N/A
4.43K $0
First Tr Exchng Traded Fd Vi
-2.13K
- 13.57%
N/A
13.6K $0
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
-41
- 0.53%
N/A
7.76K $0
Gsk PLC
-574
- 2.44%
N/A
22.9K $0
Arista Networks Inc
-215
- 1.84%
N/A
11.5K $0
FJAN
First Exc Trd Viii Cboe Vest U
-18.3K
- 20.66%
N/A
70.2K $0
DAUG
First Tr ETF Viii Cboe Vest Us
-1.34K
- 1.14%
N/A
116K $0
MET
Metlife Inc

Financial Services
-32
- 0.15%
$68.42 - $82.49 $2.19K - $2.64K
22K $1.77M
Blackrock Inc
-19
- 2.38%
N/A
780 $0
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
-350
- 6.76%
$42.44 - $50.03 $14.9K - $17.5K
4.83K $241K
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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