Prosperity Consulting Group, LLC Sells in Q1 2025

Prosperity Consulting Group, LLC

  • $1.27 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-4.35K
- 1.63%
$209.68 - $247.1 $913K - $1.08M
263K $58.4M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-47.9K
- 10.74%
$95.85 - $99.25 $4.59M - $4.75M
398K $39.3M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-59.2K
- 60.87%
$36.64 - $45.76 $2.17M - $2.71M
38K $1.43M
IWD
Ishares Russell 1000 Val ETF

ETFs
-14.7K
- 81.38%
$182.82 - $196.21 $2.69M - $2.88M
3.36K $632K
GOOGL
Alphabet Inc.

Communication Services
-2.29K
- 3.61%
$154.33 - $206.19 $353K - $472K
61.2K $9.46M
IVW
Ishares S&P 500 Growth ETF

ETFs
-3.9K
- 2.32%
$92.45 - $106.69 $361K - $417K
165K $15.3M
TSLA
Tesla, Inc.

Consumer Cyclical
-568
- 6.51%
$222.15 - $428.22 $126K - $243K
8.15K $2.11M
MUB
Ishares National Muni Bond ETF

ETFs
-12.6K
- 29.87%
$104.71 - $107.69 $1.32M - $1.35M
29.5K $3.11M
SAP
Sap Se

Technology
-7.08K
- 25.64%
$241.4 - $293.69 $1.71M - $2.08M
20.5K $5.51M
ADBE
Adobe Inc.

Technology
-2.1K
- 32.8%
$377.84 - $464.11 $792K - $973K
4.29K $1.65M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1.88K
- 31.3%
$497.6 - $606.74 $933K - $1.14M
4.12K $2.05M
IWM
Ishares Russell 2000 ETF

ETFs
-2.6K
- 11.08%
$198.1 - $229.79 $514K - $596K
20.8K $4.16M
ARES
Ares Management Corp

Financial Services
-823
- 2.83%
$140.19 - $198.28 $115K - $163K
28.2K $4.14M
SOXX
Ishares Semiconductor ETF

ETFs
-2.88K
- 18.44%
$188.17 - $235.81 $542K - $680K
12.8K $2.4M
VIG
Vanguard Dividend Appreciation

ETFs
-5.32K
- 13.75%
N/A
33.4K $6.08M
EFG
Msci Eafe Growth ETF

ETFs
-11.5K
- 10.29%
$96.1 - $106.37 $1.1M - $1.22M
100K $10M
DHR
Danaher Corp

Healthcare
-3.14K
- 62.48%
$201.62 - $250.59 $633K - $787K
1.89K $386K
UNP
Union Pacific Corp

Industrials
-3.44K
- 61.83%
$225.21 - $254.42 $774K - $875K
2.12K $501K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-15.4K
- 10.53%
$50.72 - $50.92 $781K - $784K
131K $6.65M
BAC
Bank Of America Corp

Financial Services
-14K
- 18.71%
$39.61 - $47.74 $553K - $666K
60.6K $2.53M
ZTS
Zoetis Inc.

Healthcare
-4.59K
- 46.59%
$156.48 - $175.67 $718K - $806K
5.26K $866K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-5.9K
- 2.81%
$31.63 - $35.22 $187K - $208K
204K $6.53M
HD
Home Depot, Inc.

Consumer Cyclical
-267
- 1.09%
$347.25 - $424.87 $92.7K - $113K
24.1K $8.84M
MRK
Merck & Co., Inc.

Healthcare
-1.83K
- 3.73%
$83.01 - $101.02 $152K - $185K
47.1K $4.23M
ACN
Accenture PLC

Technology
-1.29K
- 21.93%
$300.91 - $398.25 $388K - $514K
4.59K $1.43M
AVDV
American Centy ETF Tr Avantis

ETFs
-10.4K
- 39.31%
$63.74 - $71.96 $665K - $751K
16.1K $1.12M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-82
- 0.6%
$360.07 - $417.26 $29.5K - $34.2K
13.6K $4.91M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-7.82K
- 5.06%
$23.16 - $27.04 $181K - $211K
147K $3.44M
VOT
Vanguard Mid Cap Growth Index

ETFs
-1.41K
- 6.37%
$237.72 - $276.98 $334K - $389K
20.7K $5.05M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-6.02K
- 23.67%
$91.45 - $91.75 $551K - $553K
19.4K $1.78M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-29
- 0.25%
$468.34 - $539.52 $13.6K - $15.6K
11.7K $5.51M
TT
Trane Technologies PLC

Industrials
-933
- 15.46%
$332.0 - $400.86 $310K - $374K
5.1K $1.72M
PLD
Prologis, Inc.

Real Estate
-4.99K
- 57.16%
$103.59 - $124.04 $517K - $619K
3.74K $417K
INTU
Intuit Inc

Technology
-782
- 53.16%
$555.63 - $630.23 $435K - $493K
689 $423K
TTD
Trade Desk, Inc.

Technology
-5
- 0.06%
$53.59 - $126.58 $268 - $633
7.83K $428K
BX
Blackstone Inc.

Financial Services
-543
- 4.32%
$136.53 - $186.74 $74.1K - $101K
12K $1.68M
NXPI
Nxp Semiconductors N.V.

Technology
-1.93K
- 34.61%
$189.99 - $245.86 $366K - $474K
3.64K $691K
VBK
Vanguard Small Cap Growth ETF

ETFs
-1.12K
- 22.17%
$247.97 - $296.33 $279K - $333K
3.95K $993K
AMD
Advanced Micro Devices Inc

Technology
-2.75K
- 40.8%
$96.63 - $129.55 $266K - $357K
3.99K $410K
TJX
Tjx Companies Inc

Consumer Cyclical
-3.17K
- 14.37%
$112.81 - $126.16 $358K - $400K
18.9K $2.3M
NDAQ
Nasdaq, Inc.

Financial Services
-3.72K
- 9.25%
$72.17 - $83.76 $268K - $311K
36.5K $2.77M
IWS
Ishares Russell Midcap Value E

ETFs
-189
- 0.2%
$122.59 - $135.24 $23.2K - $25.6K
92.8K $11.7M
DGS
Wisdomtree Emerging Markets Sm

ETFs
-4.9K
- 3.4%
$47.4 - $50.24 $232K - $246K
139K $6.71M
DIS
Walt Disney CO

Communication Services
-658
- 3.35%
$96.87 - $114.0 $63.7K - $75K
19K $1.87M
PWR
Quanta Services, Inc.

Industrials
-110
- 2.42%
$236.71 - $358.03 $26K - $39.4K
4.44K $1.13M
SNPS
Synopsys Inc

Technology
-104
- 2.3%
$428.58 - $551.54 $44.6K - $57.4K
4.41K $1.89M
OKE
Oneok Inc

Energy
-2.24K
- 3.42%
$89.57 - $109.85 $200K - $246K
63.1K $6.26M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-2.07K
- 1.9%
$78.0 - $84.37 $162K - $175K
107K $8.55M
XLP
Consumer Staples Sector Spdr

ETFs
-3.64K
- 10.08%
N/A
32.5K $2.47M
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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