Prosperity Consulting Group, LLC Portfolio Holdings

Prosperity Consulting Group, LLC

  • $1.35 Billion
  • Q2 2025

Prosperity Consulting Group, LLC has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.35 Billion distributed in 448 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $86M, Apple Inc. with a value of $53.2M, J P Morgan Exchange Traded Fd with a value of $46.3M, Ishares Core U.S. Aggregate Bo with a value of $37.5M, and Technology Sector Spdr with a value of $34M.

Examining the 13F form we can see an increase of $75.6M in the current position value, from $1.27B to 1.35B.

Below you can find more details about Prosperity Consulting Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.35 Billion
ETFs: $761 Million
Technology: $180 Million
Financial Services: $113 Million
Industrials: $46.4 Million
Healthcare: $45.7 Million
Consumer Cyclical: $45.5 Million
Consumer Defensive: $44 Million
Communication Services: $42.9 Million
Other: $66 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.84T
$53.2 Million 3.94% of portfolio
259,076
Q2 2025 Reduced 1.44%
$3.8T
$33.8 Million 2.5% of portfolio
67,917
Q2 2025 Reduced 0.34%
$424B
$21.3 Million 1.58% of portfolio
134,964
Q2 2025 Added 3.72%
$2.36T
$18.7 Million 1.38% of portfolio
85,136
Q2 2025 Added 0.9%
$644B
$18.5 Million 1.37% of portfolio
38,019
Q2 2025 Reduced 1.7%
$914B
$13.6 Million 1.01% of portfolio
46,809
Q2 2025 Added 1.37%
$140B
$13.5 Million 1.0% of portfolio
48,896
Q2 2025 Added 1.11%
$426B
$11.2 Million 0.83% of portfolio
11,321
Q2 2025 Reduced 0.61%
$1.5T
$10.9 Million 0.81% of portfolio
61,761
Q2 2025 Added 0.91%
$566B
$10.5 Million 0.78% of portfolio
29,587
Q2 2025 Reduced 2.13%
$427B
$8.68 Million 0.64% of portfolio
23,663
Q2 2025 Reduced 1.91%
$232B
$8.01 Million 0.59% of portfolio
27,189
Q2 2025 Reduced 4.12%
$1.75T
$8.02 Million 0.59% of portfolio
10,863
Q2 2025 Added 6.54%
$480B
$7.66 Million 0.57% of portfolio
71,094
Q2 2025 Reduced 1.5%
$722B
$7.23 Million 0.54% of portfolio
9,280
Q2 2025 Reduced 2.89%
$1.52T
$7.12 Million 0.53% of portfolio
40,113
Q2 2025 Reduced 1.18%
$1.36T
$6.12 Million 0.45% of portfolio
26,999
Q2 2025 Reduced 1.78%
$224B
$5.64 Million 0.42% of portfolio
19,299
Q2 2025 Reduced 2.49%
$0
$5.72 Million 0.42% of portfolio
653,612
Q2 2025 Added 8.2%
$32.6B
$4.93 Million 0.37% of portfolio
60,411
Q2 2025 Reduced 4.19%
$390B
$4.78 Million 0.35% of portfolio
25,765
Q2 2025 Reduced 2.43%
$186B
$4.71 Million 0.35% of portfolio
29,575
Q2 2025 Reduced 3.12%
$30.8B
$4.65 Million 0.34% of portfolio
26,864
Q2 2025 Reduced 4.85%
$12.9B
$4.49 Million 0.33% of portfolio
10,158
Q2 2025 Reduced 4.38%
$186B
$4.39 Million 0.33% of portfolio
101,463
Q2 2025 Reduced 1.24%
$20.3B
$4.42 Million 0.33% of portfolio
19,851
Q2 2025 Reduced 4.08%
$283B
$4.26 Million 0.32% of portfolio
43,586
Q2 2025 Reduced 1.26%
$17.6B
$4.12 Million 0.31% of portfolio
13,252
Q2 2025 Reduced 5.49%
$97.9B
$4.1 Million 0.3% of portfolio
18,748
Q2 2025 Reduced 0.54%
$177B
$3.89 Million 0.29% of portfolio
19,971
Q2 2025 Added 43.72%
$120B
$3.91 Million 0.29% of portfolio
12,664
Q2 2025 Reduced 2.84%
$258B
$3.97 Million 0.29% of portfolio
21,784
Q2 2025 Added 2.09%
$86.5B
$3.91 Million 0.29% of portfolio
42,959
Q2 2025 Reduced 4.69%
$380B
$3.83 Million 0.28% of portfolio
24,062
Q2 2025 Reduced 3.52%
$90.3B
$3.72 Million 0.28% of portfolio
68,544
Q2 2025 Reduced 3.62%
$571B
$3.61 Million 0.27% of portfolio
6,423
Q2 2025 Added 2.54%
$61.6B
$3.6 Million 0.27% of portfolio
11,244
Q2 2025 Reduced 4.82%
$206B
$3.48 Million 0.26% of portfolio
43,921
Q2 2025 Reduced 6.83%
$278B
$3.57 Million 0.26% of portfolio
51,407
Q2 2025 Reduced 4.81%
$320B
$3.31 Million 0.25% of portfolio
10,609
Q2 2025 Reduced 10.28%
$88.5B
$3.27 Million 0.24% of portfolio
14,274
Q2 2025 Added 0.96%
$141B
$3.26 Million 0.24% of portfolio
29,404
Q2 2025 Added 16.24%
$71.5B
$3.26 Million 0.24% of portfolio
13,208
Q2 2025 Reduced 46.35%
$115B
$3.25 Million 0.24% of portfolio
8,496
Q2 2025 Reduced 2.86%
$45.7B
$3.07 Million 0.23% of portfolio
34,385
Q2 2025 Reduced 5.69%
$34.5B
$3.17 Million 0.23% of portfolio
30,412
Q2 2025 Reduced 4.13%
$152B
$3.17 Million 0.23% of portfolio
10,605
Q2 2025 Added 130.95%
$412B
$3.02 Million 0.22% of portfolio
63,749
Q2 2025 Added 5.12%
$444B
$2.92 Million 0.22% of portfolio
4
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 448
  • Current Value $1.35 Billion
  • Prior Value $1.27 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 25 stocks
  • Additional Purchases 148 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 239 stocks
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