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
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
-516
- 5.68%
$37.69 - $39.76 $19.4K - $20.5K
8.56K $325K
PLTR
Palantir Technologies Inc.

Technology
-826
- 17.18%
$64.98 - $124.62 $53.7K - $103K
3.98K $335K
INTC
Intel Corp

Technology
-2.66K
- 22.24%
$19.1 - $27.39 $50.8K - $72.9K
9.3K $211K
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
-743
- 7.91%
$26.34 - $31.72 $19.6K - $23.6K
8.65K $239K
OXY
Occidental Petroleum Corp

Energy
-490
- 9.81%
$45.45 - $52.7 $22.3K - $25.8K
4.5K $222K
EPM
Evolution Petroleum Corp

Energy
-4.1K
- 11.37%
$4.82 - $5.6 $19.7K - $22.9K
31.9K $165K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-1.01K
- 4.03%
$22.25 - $23.0 $22.5K - $23.2K
24.1K $553K
COF
Capital One Financial Corp

Financial Services
-152
- 2.7%
$163.87 - $209.82 $24.9K - $31.9K
5.48K $981K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-1.85K
- 4.26%
$19.7 - $20.61 $36.4K - $38.1K
41.6K $839K
FEX
First Tr Large Cap Core Alphde

ETFs
-11
- 0.1%
$99.27 - $109.89 $1.09K - $1.21K
10.5K $1.08M
CRWD
Crowd Strike Holdings, Inc.

Technology
-81
- 10.27%
$308.86 - $455.36 $25K - $36.9K
708 $249K
IWR
Ishares Russell Mid Cap ETF

ETFs
-55
- 1.16%
$82.81 - $92.93 $4.55K - $5.11K
4.7K $400K
AVEM
American Centy ETF Tr Avantis

ETFs
-1.26K
- 3.14%
$57.11 - $62.4 $71.8K - $78.4K
38.8K $2.34M
VO
Vanguard Mid Cap ETF

ETFs
-26
- 1.84%
$251.87 - $277.95 $6.55K - $7.23K
1.39K $358K
HGER
Harbor ETF Tr All Weather Infl
-1.6K
- 13.09%
$22.23 - $24.05 $35.5K - $38.5K
10.6K $255K
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
-87
- 1.07%
$26.06 - $28.54 $2.27K - $2.48K
8.02K $209K
UL
Unilever PLC

Consumer Defensive
-2.51K
- 5.2%
$54.72 - $60.29 $138K - $152K
45.8K $2.73M
VEA
Vanguard Ftse Developed Market

ETFs
-10.1K
- 6.06%
$47.4 - $52.99 $477K - $533K
156K $7.93M
VCIT
Vanguard Intermediate Term Cor

ETFs
-220
- 4.65%
$79.17 - $82.04 $17.4K - $18K
4.51K $368K
FXH
First Tr Exchange Trd Fd Healt

ETFs
-33
- 0.22%
$102.5 - $112.02 $3.38K - $3.7K
14.7K $1.53M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
-564
- 8.81%
$45.62 - $51.12 $25.7K - $28.8K
5.84K $297K
GLDM
World Gold Trust

ETFs
-3.55K
- 16.75%
$52.19 - $61.89 $185K - $220K
17.6K $1.09M
EMB
Ishares Tr

ETFs
-340
- 2.25%
$88.64 - $92.03 $30.1K - $31.3K
14.8K $1.34M
UNM
Unum Group

Financial Services
-1.09K
- 11.03%
$71.8 - $83.34 $77.9K - $90.4K
8.75K $712K
DMAR
First Tr Ex Tr Viii Cboe Vest
-31
- 0.49%
$36.82 - $39.1 $1.14K - $1.21K
6.25K $235K
NFLX
Netflix Inc

Communication Services
-91
- 4.5%
$828.4 - $1058.6 $75.4K - $96.3K
1.93K $1.8M
PSTL
Postal Realty Trust, Inc.

Real Estate
-1.28K
- 9.39%
$12.42 - $14.39 $15.8K - $18.4K
12.3K $175K
NWE
Northwestern Corp

Utilities
-428
- 8.33%
$51.11 - $57.87 $21.9K - $24.8K
4.71K $272K
IVE
Ishares S&P 500 Value ETF

ETFs
-9
- 0.55%
$185.78 - $198.58 $1.67K - $1.79K
1.63K $309K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-459
- 4.88%
$25.54 - $27.64 $11.7K - $12.7K
8.95K $244K
ESCA
Escalade Inc

Consumer Cyclical
-1.4K
- 6.8%
$14.29 - $15.85 $19.9K - $22.1K
19.1K $292K
SJW
Sjw Group

Utilities
-481
- 10.29%
$45.47 - $55.8 $21.9K - $26.8K
4.19K $229K
Gsk PLC
-1.19K
- 4.82%
N/A
23.5K $0
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
-876
- 10.09%
N/A
7.8K $0
First Tr Exchng Traded Fd Vi
-6.92K
- 30.58%
N/A
15.7K $0
FJAN
First Exc Trd Viii Cboe Vest U
-27.6K
- 23.77%
N/A
88.5K $0
Thomson Reuters Corp
-103
- 2.1%
N/A
4.81K $0
DAUG
First Tr ETF Viii Cboe Vest Us
-4.94K
- 4.04%
N/A
117K $0
Lazard Inc
-194
- 3.73%
N/A
5.01K $0
First Tr Exchng Traded Fd Vi
-800
- 10.62%
N/A
6.74K $0
Linde PLC
-409
- 5.25%
N/A
7.38K $0
VEU
Vanguard Ftse All World Ex Us

ETFs
-220
- 5.24%
$56.51 - $62.98 $12.4K - $13.9K
3.98K $241K
O
Realty Income Corp

Real Estate
-2.87K
- 7.88%
$51.67 - $58.49 $148K - $168K
33.5K $1.94M
MAA
Mid America Apartment Communities Inc.

Real Estate
-1.01K
- 7.64%
$146.9 - $170.92 $149K - $173K
12.3K $2.06M
CINF
Cincinnati Financial Corp

Financial Services
-300
- 2.46%
$133.67 - $147.81 $40.1K - $44.3K
11.9K $1.75M
XLV
Select Sector Spdr Fund Health

ETFs
-5.77K
- 5.75%
$137.61 - $149.68 $794K - $864K
94.7K $13.8M
ORI
Old Republic International Corp

Financial Services
-551
- 6.23%
$33.46 - $39.22 $18.4K - $21.6K
8.29K $325K
YJUN
First Tr Exchange Traded Fd Vi
-436
- 2.85%
$21.51 - $23.37 $9.38K - $10.2K
14.8K $336K
EOG
Eog Resources Inc

Energy
-307
- 3.66%
$120.54 - $138.05 $37K - $42.4K
8.07K $1.04M
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
Track This Portfolio

Track Prosperity Consulting Group, LLC Portfolio

Follow Prosperity Consulting Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Prosperity Consulting Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Prosperity Consulting Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email