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
WHG
Westwood Holdings Group Inc

Financial Services
-1.48K
- 7.83%
$14.22 - $17.09 $21.1K - $25.3K
17.5K $282K
ENB
Enbridge Inc

Energy
-34
- 0.68%
$41.54 - $45.45 $1.41K - $1.55K
5K $221K
PG
Procter & Gamble CO

Consumer Defensive
-352
- 1.39%
$158.56 - $176.26 $55.8K - $62K
24.9K $4.25M
MMM
3 M CO

Industrials
-406
- 10.36%
$129.7 - $155.12 $52.7K - $63K
3.51K $516K
SBUX
Starbucks Corp

Consumer Cyclical
-42
- 1.78%
$91.75 - $115.81 $3.85K - $4.86K
2.32K $227K
MELI
Mercadolibre Inc

Consumer Cyclical
-8
- 6.35%
$1739.0 - $2260.0 $13.9K - $18.1K
118 $230K
KMB
Kimberly Clark Corp

Consumer Defensive
-1.31K
- 7.19%
$124.46 - $147.4 $163K - $194K
16.9K $2.41M
PFG
Principal Financial Group Inc

Financial Services
-399
- 5.46%
$76.34 - $89.04 $30.5K - $35.5K
6.91K $583K
VTV
Vanguard Value ETF

ETFs
-68
- 0.79%
$167.73 - $179.21 $11.4K - $12.2K
8.52K $1.47M
SLB
Schlumberger Limited

Energy
-71
- 1.12%
$38.4 - $43.74 $2.73K - $3.11K
6.25K $261K
RELX
Relx PLC

Communication Services
-7.35K
- 9.37%
$45.34 - $51.91 $333K - $381K
71.1K $3.59M
EPR
Epr Properties

Real Estate
-561
- 9.11%
$43.98 - $53.81 $24.7K - $30.2K
5.6K $294K
DVY
Ishares Tr

ETFs
-23
- 0.26%
$128.58 - $138.1 $2.96K - $3.18K
8.89K $1.19M
CSCO
Cisco Systems, Inc.

Technology
-1.8K
- 3.23%
$58.74 - $64.87 $106K - $117K
54K $3.33M
XEL
Xcel Energy Inc

Utilities
-62
- 0.6%
$63.37 - $72.1 $3.93K - $4.47K
10.2K $725K
ES
Eversource Energy

Utilities
-437
- 3.53%
$55.63 - $63.8 $24.3K - $27.9K
11.9K $740K
MA
Mastercard Inc

Financial Services
-186
- 2.88%
$504.67 - $576.31 $93.9K - $107K
6.26K $3.43M
MCK
Mckesson Corp

Healthcare
-9
- 1.88%
$566.21 - $672.99 $5.1K - $6.06K
469 $315K
CME
Cme Group Inc.

Financial Services
-313
- 7.81%
$225.82 - $266.54 $70.7K - $83.4K
3.69K $979K
ROP
Roper Technologies Inc

Industrials
-132
- 7.21%
$502.71 - $593.81 $66.4K - $78.4K
1.7K $1M
ADP
Automatic Data Processing Inc

Industrials
-373
- 2.78%
$286.85 - $318.64 $107K - $119K
13K $3.98M
MKC
Mccormick & CO Inc

Consumer Defensive
-1.47K
- 4.83%
$71.24 - $84.73 $105K - $124K
28.9K $2.38M
NI
Nisource Inc.

Utilities
-280
- 1.17%
$35.57 - $41.23 $9.96K - $11.5K
23.6K $945K
ED
Consolidated Edison Inc

Utilities
-546
- 8.94%
$88.0 - $110.59 $48K - $60.4K
5.56K $614K
NGG
National Grid PLC

Utilities
-1.46K
- 5.03%
$56.13 - $65.61 $81.8K - $95.7K
27.6K $1.81M
VLO
Valero Energy Corp

Energy
-764
- 3.8%
$121.76 - $142.99 $93K - $109K
19.3K $2.55M
FNF
Fidelity National Financial, Inc.

Financial Services
-834
- 5.13%
$54.25 - $65.27 $45.2K - $54.4K
15.4K $1M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-696
- 5.65%
$46.15 - $63.53 $32.1K - $44.2K
11.6K $715K
JNJ
Johnson & Johnson

Healthcare
-1.36K
- 8.8%
$142.06 - $167.7 $193K - $228K
14.1K $2.34M
DTE
Dte Energy CO

Utilities
-130
- 1.84%
$117.6 - $138.27 $15.3K - $18K
6.94K $958K
AMT
American Tower Corp

Real Estate
-208
- 4.1%
$173.46 - $217.6 $36.1K - $45.3K
4.86K $1.06M
SONY
Sony Group Corp

Technology
-9.54K
- 10.81%
$19.88 - $25.64 $190K - $245K
78.7K $2M
WSO
Watsco Inc

Industrials
-477
- 4.3%
$463.86 - $530.75 $221K - $253K
10.6K $5.4M
KR
Kroger CO

Consumer Defensive
-580
- 2.11%
$58.36 - $67.72 $33.8K - $39.3K
26.9K $1.82M
SNY
Sanofi

Healthcare
-2.36K
- 6.24%
$48.15 - $59.42 $114K - $140K
35.5K $1.97M
DUK
Duke Energy Corp

Utilities
-691
- 4.21%
$105.87 - $121.97 $73.2K - $84.3K
15.7K $1.92M
ETR
Entergy Corp

Utilities
-231
- 1.23%
$75.26 - $87.89 $17.4K - $20.3K
18.5K $1.58M
BP
Bp PLC

Energy
-1.03K
- 2.13%
$29.93 - $35.31 $30.9K - $36.4K
47.3K $1.6M
SHEL
Shell PLC

Energy
-1.05K
- 4.12%
$62.84 - $73.29 $66.2K - $77.2K
24.5K $1.8M
CVX
Chevron Corp

Energy
-423
- 3.51%
$146.71 - $167.97 $62.1K - $71.1K
11.6K $1.95M
CTAS
Cintas Corp

Industrials
-1.38K
- 6.26%
$182.09 - $208.14 $252K - $288K
20.7K $4.25M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-1.44K
- 2.47%
$35.35 - $42.74 $51K - $61.7K
57K $2.36M
AEP
American Electric Power CO Inc

Utilities
-497
- 2.85%
$90.32 - $109.27 $44.9K - $54.3K
16.9K $1.85M
HCA
Hca Healthcare, Inc.

Healthcare
-485
- 5.25%
$296.7 - $345.55 $144K - $168K
8.75K $3.02M
MCD
Mcdonalds Corp

Consumer Cyclical
-528
- 2.6%
$279.74 - $321.29 $148K - $170K
19.8K $6.18M
KO
Coca Cola CO

Consumer Defensive
-1.11K
- 2.74%
$60.81 - $72.32 $67.5K - $80.3K
39.4K $2.82M
AWK
American Water Works Company, Inc.

Utilities
-1.05K
- 5.18%
$121.01 - $149.31 $127K - $156K
19.2K $2.83M
WEC
Wec Energy Group, Inc.

Utilities
-1.44K
- 4.35%
$92.12 - $108.98 $133K - $157K
31.7K $3.46M
GILD
Gilead Sciences, Inc.

Healthcare
-1.5K
- 5.6%
$89.14 - $117.41 $134K - $176K
25.3K $2.83M
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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