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
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-167
- 2.67%
$35.35 - $42.68 $5.9K - $7.13K
6.09K $259K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-895
- 5.6%
$51.16 - $62.02 $45.8K - $55.5K
15.1K $936K
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-405
- 4.8%
$36.35 - $41.07 $14.7K - $16.6K
8.03K $329K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-750
- 6.0%
$41.76 - $49.03 $31.3K - $36.8K
11.7K $575K
ECL
Ecolab Inc.

Basic Materials
-113
- 4.77%
$225.65 - $270.95 $25.5K - $30.6K
2.26K $608K
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-1.57K
- 5.84%
$37.41 - $42.4 $58.7K - $66.5K
25.3K $1.07M
BX
Blackstone Inc.

Financial Services
-740
- 6.15%
$120.07 - $151.11 $88.9K - $112K
11.3K $1.69M
PEG
Public Service Enterprise Group Inc

Utilities
-209
- 1.34%
$77.13 - $84.18 $16.1K - $17.6K
15.4K $1.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-9
- 0.3%
$90.56 - $109.49 $815 - $985
2.96K $323K
MMM
3 M CO

Industrials
-35
- 1.0%
$126.09 - $154.15 $4.41K - $5.4K
3.48K $529K
JHG
Janus Henderson Group PLC

Financial Services
-210
- 2.39%
$29.47 - $38.84 $6.19K - $8.16K
8.56K $332K
PBJ
Invesco Exchange Traded Fd Tr

ETFs
-47
- 0.34%
$43.17 - $48.53 $2.03K - $2.28K
13.9K $656K
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-586
- 4.59%
$38.3 - $44.42 $22.4K - $26K
12.2K $540K
EPR
Epr Properties

Real Estate
-200
- 3.57%
$43.53 - $59.11 $8.71K - $11.8K
5.4K $314K
QCOM
Qualcomm Inc

Technology
-952
- 3.12%
$124.66 - $159.48 $119K - $152K
29.6K $4.71M
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
-458
- 4.95%
$24.46 - $33.16 $11.2K - $15.2K
8.79K $287K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-1.72K
- 5.62%
$72.61 - $88.75 $125K - $153K
28.9K $2.56M
AME
Ametek Inc

Industrials
-10
- 0.32%
$151.41 - $182.75 $1.51K - $1.83K
3.08K $557K
FITB
Fifth Third Bancorp

Financial Services
-1.16K
- 3.01%
$33.32 - $41.51 $38.8K - $48.3K
37.5K $1.54M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-1.6K
- 5.91%
$43.86 - $51.74 $70.2K - $82.8K
25.5K $1.32M
SRE
Sempra Energy

Utilities
-175
- 1.87%
$63.78 - $78.91 $11.2K - $13.8K
9.21K $697K
CME
Cme Group Inc.

Financial Services
-30
- 0.81%
$252.37 - $290.71 $7.57K - $8.72K
3.66K $1.01M
OMF
One Main Holdings, Inc.

Financial Services
-313
- 5.35%
$40.42 - $57.0 $12.7K - $17.8K
5.54K $315K
HYG
Ishares Tr

ETFs
-205
- 0.75%
$75.75 - $80.65 $15.5K - $16.5K
27K $2.18M
NXPI
Nxp Semiconductors N.V.

Technology
-328
- 9.01%
$153.5 - $218.72 $50.3K - $71.7K
3.31K $723K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-9.48K
- 6.46%
$20.42 - $25.3 $194K - $240K
137K $3.47M
MCO
Moodys Corp

Financial Services
-23
- 1.75%
$396.7 - $501.59 $9.12K - $11.5K
1.29K $647K
RL
Ralph Lauren Corp

Consumer Cyclical
-152
- 9.84%
$182.34 - $286.22 $27.7K - $43.5K
1.39K $382K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-130
- 4.93%
$272.36 - $339.57 $35.4K - $44.1K
2.51K $850K
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-1.2K
- 3.37%
$37.24 - $41.76 $44.7K - $50.1K
34.4K $1.44M
FXR
First Trust Industrials/Produc

ETFs
-379
- 2.35%
$60.85 - $74.22 $23.1K - $28.1K
15.7K $1.17M
MLM
Martin Marietta Materials Inc

Basic Materials
-7
- 0.96%
$452.51 - $568.19 $3.17K - $3.98K
720 $395K
SCCO
Southern Copper Corp

Basic Materials
-16
- 0.24%
$75.63 - $104.64 $1.21K - $1.67K
6.6K $667K
EMR
Emerson Electric CO

Industrials
-140
- 4.36%
$94.15 - $133.33 $13.2K - $18.7K
3.07K $409K
SPGI
S&P Global Inc.

Financial Services
-80
- 1.49%
$438.31 - $527.29 $35.1K - $42.2K
5.3K $2.8M
CFG
Citizens Financial Group Inc

Financial Services
-1.03K
- 3.61%
$34.27 - $44.75 $35.1K - $45.9K
27.4K $1.23M
NGG
National Grid PLC

Utilities
-2.36K
- 8.55%
$62.74 - $74.79 $148K - $176K
25.2K $1.87M
MPC
Marathon Petroleum Corp

Energy
-1.64K
- 9.85%
$118.55 - $170.08 $195K - $280K
15K $2.5M
ROBO
Robo Global Robotics And Autom

ETFs
-45
- 0.53%
$43.89 - $59.78 $1.98K - $2.69K
8.51K $508K
WMB
Williams Companies, Inc.

Energy
-474
- 1.46%
$54.33 - $62.87 $25.8K - $29.8K
32K $2.01M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-38
- 0.31%
$45.98 - $56.15 $1.75K - $2.13K
12.3K $688K
KR
Kroger CO

Consumer Defensive
-354
- 1.32%
$64.62 - $74.0 $22.9K - $26.2K
26.5K $1.9M
VGT
Vanguard Information Technolog

ETFs
-3
- 0.4%
$470.37 - $663.28 $1.41K - $1.99K
741 $491K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-78
- 0.53%
$55.54 - $69.09 $4.33K - $5.39K
14.8K $1.02M
TTD
Trade Desk, Inc.

Technology
-264
- 3.37%
$45.27 - $79.4 $12K - $21K
7.57K $544K
XLY
Select Sector Spdr Consumer Di

ETFs
-5.89K
- 8.36%
$176.34 - $218.59 $1.04M - $1.29M
64.5K $14M
RFG
Invesco Exchange Traded Fd Tr

ETFs
-2.13K
- 4.67%
$39.08 - $48.9 $83.4K - $104K
43.6K $2.12M
VUG
Vanguard Growth ETF

ETFs
-112
- 4.35%
$329.49 - $438.4 $36.9K - $49.1K
2.46K $1.08M
VTI
Vanguard Total Stock Market Et

ETFs
-24
- 0.52%
$243.75 - $303.93 $5.85K - $7.29K
4.61K $1.4M
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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