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
MAR
Marriott International Inc

Consumer Cyclical
-180
- 15.33%
$237.01 - $304.45 $42.7K - $54.8K
994 $236K
JHG
Janus Henderson Group PLC

Financial Services
-579
- 6.19%
$35.98 - $45.94 $20.8K - $26.6K
8.77K $317K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-811
- 3.4%
$49.36 - $53.08 $40K - $43K
23K $1.15M
APD
Air Products & Chemicals, Inc.

Basic Materials
-409
- 4.35%
$283.24 - $338.07 $116K - $138K
8.99K $2.65M
FTCS
First Trust Capital Strength E

ETFs
-1.27K
- 5.79%
$86.39 - $91.35 $110K - $116K
20.6K $1.85M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-109
- 3.37%
$168.84 - $202.89 $18.4K - $22.1K
3.13K $549K
WHR
Whirlpool Corp

Consumer Cyclical
-145
- 5.97%
$88.58 - $133.14 $12.8K - $19.3K
2.29K $205K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-1.74K
- 5.89%
$48.31 - $49.23 $84.1K - $85.7K
27.8K $1.37M
CODI
Compass Diversified Holdings

Industrials
-944
- 7.93%
$18.67 - $22.9 $17.6K - $21.6K
11K $204K
RF
Regions Financial Corp

Financial Services
-470
- 1.44%
$20.84 - $24.77 $9.79K - $11.6K
32.1K $696K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
-479
- 4.93%
$28.62 - $36.65 $13.7K - $17.6K
9.25K $264K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-1.61K
- 7.56%
$25.93 - $29.28 $41.6K - $47K
19.6K $533K
IEF
Ishares Barclays

ETFs
-940
- 9.38%
$91.17 - $95.39 $85.7K - $89.7K
9.08K $865K
MTN
Vail Resorts Inc

Consumer Cyclical
-113
- 7.36%
$153.58 - $184.72 $17.4K - $20.9K
1.42K $227K
AMAT
Applied Materials Inc

Technology
-193
- 10.47%
$145.06 - $195.51 $28K - $37.7K
1.65K $239K
XLE
Energy Sector Spdr

ETFs
-2.61K
- 10.97%
$85.7 - $93.96 $224K - $245K
21.2K $1.98M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-587
- 3.62%
$94.86 - $97.12 $55.7K - $57K
15.7K $1.49M
COST
Costco Wholesale Corp

Consumer Defensive
-430
- 3.64%
$890.62 - $1076.86 $383K - $463K
11.4K $10.8M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-662
- 20.41%
N/A
2.58K $221K
FVD
First Tr Value Line Divid Inde

ETFs
-6.62K
- 2.59%
$42.61 - $45.51 $282K - $301K
249K $11.1M
NEE
Nextera Energy Inc

Utilities
-552
- 3.54%
$66.96 - $76.16 $37K - $42K
15.1K $1.07M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-854
- 4.29%
$59.78 - $60.03 $51.1K - $51.3K
19K $1.14M
MPC
Marathon Petroleum Corp

Energy
-1.09K
- 6.13%
$134.72 - $159.03 $147K - $173K
16.7K $2.43M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-750
- 5.66%
$44.96 - $47.9 $33.7K - $35.9K
12.5K $568K
ROBO
Robo Global Robotics And Autom

ETFs
-100
- 1.16%
$51.5 - $60.89 $5.15K - $6.09K
8.56K $440K
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-569
- 2.08%
$39.33 - $41.52 $22.4K - $23.6K
26.8K $1.06M
VBR
Vanguard Small Cap Value ETF

ETFs
-79
- 3.1%
$183.02 - $207.75 $14.5K - $16.4K
2.47K $459K
CPRT
Copart Inc

Consumer Cyclical
-656
- 10.09%
$52.3 - $59.83 $34.3K - $39.2K
5.85K $330K
ARCC
Ares Capital Corp

Financial Services
-2.25K
- 9.42%
$21.28 - $23.81 $47.8K - $53.5K
21.6K $479K
PEP
Pepsico Inc

Consumer Defensive
-95
- 0.7%
$142.64 - $156.42 $13.6K - $14.9K
13.5K $2.02M
QCOM
Qualcomm Inc

Technology
-273
- 0.89%
$151.94 - $175.86 $41.5K - $48K
30.5K $4.69M
SON
Sonoco Products CO

Consumer Cyclical
-573
- 6.82%
$44.71 - $49.22 $25.6K - $28.2K
7.83K $369K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-333
- 5.05%
$40.03 - $46.81 $13.3K - $15.6K
6.26K $255K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-165
- 2.24%
$69.82 - $78.67 $11.5K - $13K
7.21K $507K
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-700
- 8.22%
$41.06 - $44.04 $28.7K - $30.8K
7.82K $324K
GD
General Dynamics Corp

Industrials
-228
- 8.86%
$241.94 - $272.58 $55.2K - $62.1K
2.35K $639K
SRLN
Ssga Active Trust

ETFs
-735
- 5.89%
$41.02 - $41.99 $30.1K - $30.9K
11.7K $482K
VZ
Verizon Communications Inc

Communication Services
-14.7K
- 12.53%
$37.81 - $46.49 $556K - $684K
103K $4.66M
D
Dominion Energy, Inc

Utilities
-1.26K
- 8.14%
$52.85 - $57.43 $66.7K - $72.5K
14.2K $798K
FE
Firstenergy Corp

Utilities
-1.23K
- 5.26%
$37.95 - $43.5 $46.8K - $53.7K
22.2K $898K
BOH
Bank Of Hawaii Corp

Financial Services
-392
- 11.44%
$65.97 - $75.81 $25.9K - $29.7K
3.04K $209K
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-505
- 3.81%
$40.44 - $43.17 $20.4K - $21.8K
12.8K $521K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-168
- 6.56%
$169.43 - $182.84 $28.5K - $30.7K
2.39K $414K
MLM
Martin Marietta Materials Inc

Basic Materials
-9
- 1.22%
$460.39 - $552.64 $4.14K - $4.97K
727 $347K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-446
- 0.52%
$11.22 - $11.8 $5K - $5.26K
86K $964K
WEN
Wendy'S CO

Consumer Cyclical
-218
- 1.28%
$14.17 - $16.17 $3.09K - $3.53K
16.9K $246K
BHB
Bar Harbor Bankshares

Financial Services
-675
- 6.87%
$29.04 - $33.44 $19.6K - $22.6K
9.15K $269K
OMF
One Main Holdings, Inc.

Financial Services
-224
- 3.69%
$45.35 - $58.06 $10.2K - $13K
5.85K $285K
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
-641
- 11.69%
$41.74 - $43.57 $26.8K - $27.9K
4.84K $204K
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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