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
$16.7B
$2.95 Million 0.22% of portfolio
38,855
Q2 2025 Added 34.44%
$177B
$2.8 Million 0.21% of portfolio
5,303
Q2 2025 Reduced 1.49%
$290B
$2.8 Million 0.21% of portfolio
39,622
Q2 2025 Added 0.48%
$1.34T
$2.79 Million 0.21% of portfolio
8,771
Q2 2025 Added 7.57%
$24.7B
$2.64 Million 0.2% of portfolio
18,982
Q2 2025 Reduced 1.1%
$126B
$2.68 Million 0.2% of portfolio
56,580
Q2 2025 Reduced 0.78%
$547B
$2.67 Million 0.2% of portfolio
1,997
Q2 2025 Added 3.47%
$79.4B
$2.68 Million 0.2% of portfolio
36,121
Q2 2025 Reduced 7.68%
$158B
$2.72 Million 0.2% of portfolio
44,518
Q2 2025 Reduced 2.79%
$251B
$2.71 Million 0.2% of portfolio
8,481
Q2 2025 Added 1.12%
$92.1B
$2.5 Million 0.19% of portfolio
15,041
Q2 2025 Reduced 9.85%
$211B
$2.41 Million 0.18% of portfolio
83,111
Q2 2025 Reduced 2.55%
$63.1B
$2.48 Million 0.18% of portfolio
18,429
Q2 2025 Reduced 4.7%
$64.5B
$2.46 Million 0.18% of portfolio
8,717
Q2 2025 Reduced 3.06%
$463B
$2.26 Million 0.17% of portfolio
14,797
Q2 2025 Added 4.88%
$94.9B
$2.35 Million 0.17% of portfolio
3,368
Q2 2025 Added 0.9%
$65B
$2.17 Million 0.16% of portfolio
4,240
Q2 2025 Reduced 3.92%
$92.4B
$2.11 Million 0.16% of portfolio
4,826
Q2 2025 Reduced 5.43%
$298B
$2.14 Million 0.16% of portfolio
9,002
Q2 2025 Added 0.44%
$153B
$2.18 Million 0.16% of portfolio
4,014
Q2 2025 Added 95.8%
$42.4B
$2.21 Million 0.16% of portfolio
17,165
Q2 2025 Added 1.3%
$117B
$2.14 Million 0.16% of portfolio
36,431
Q2 2025 Reduced 8.66%
$71.9B
$2.01 Million 0.15% of portfolio
32,013
Q2 2025 Reduced 1.46%
$36.1B
$1.96 Million 0.15% of portfolio
75,292
Q2 2025 Reduced 4.32%
$195B
$1.83 Million 0.14% of portfolio
13,857
Q2 2025 Added 2.87%
$52.1B
$1.87 Million 0.14% of portfolio
25,196
Q2 2025 Reduced 8.55%
$813B
$1.84 Million 0.14% of portfolio
8,434
Q2 2025 Added 24.43%
$47.9B
$1.9 Million 0.14% of portfolio
26,539
Q2 2025 Reduced 1.32%
$36.9B
$1.85 Million 0.14% of portfolio
32,182
Q2 2025 Reduced 3.93%
$130B
$1.69 Million 0.13% of portfolio
11,293
Q2 2025 Reduced 6.15%
$16.1B
$1.78 Million 0.13% of portfolio
12,000
Q2 2025 Reduced 2.14%
$258B
$1.71 Million 0.13% of portfolio
24,342
Q2 2025 Reduced 0.79%
$93.2B
$1.79 Million 0.13% of portfolio
15,132
Q2 2025 Reduced 3.8%
$62.8B
$1.77 Million 0.13% of portfolio
21,984
Q2 2025 Reduced 0.15%
$126B
$1.7 Million 0.13% of portfolio
19,482
Q2 2025 Reduced 2.59%
$24.6B
$1.71 Million 0.13% of portfolio
11,488
Q2 2025 Reduced 3.28%
$235B
$1.8 Million 0.13% of portfolio
13,242
Q2 2025 Added 2.6%
$55.3B
$1.72 Million 0.13% of portfolio
16,554
Q2 2025 Reduced 2.15%
$197B
$1.55 Million 0.12% of portfolio
18,263
Q2 2025 Added 1.8%
$118B
$1.68 Million 0.12% of portfolio
34,674
Q2 2025 Reduced 2.42%
$313B
$1.53 Million 0.11% of portfolio
10,692
Q2 2025 Reduced 8.18%
$73.7B
$1.44 Million 0.11% of portfolio
31,907
Q2 2025 Added 0.31%
$86.6B
$1.45 Million 0.11% of portfolio
6,802
Q2 2025 Added 24.24%
$185B
$1.45 Million 0.11% of portfolio
3,586
Q2 2025 Reduced 12.88%
$53.8B
$1.54 Million 0.11% of portfolio
4,078
Q2 2025 Reduced 8.05%
$105B
$1.42 Million 0.11% of portfolio
47,418
Q2 2025 Added 0.33%
$31.5B
$1.54 Million 0.11% of portfolio
37,474
Q2 2025 Reduced 3.01%
$141B
$1.49 Million 0.11% of portfolio
13,867
Q2 2025 Added 0.03%
$17.9B
$1.5 Million 0.11% of portfolio
18,019
Q2 2025 Reduced 2.77%

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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