Prosperity Consulting Group, LLC Portfolio Holdings

Prosperity Consulting Group, LLC

  • $1.27 Billion
  • Q1 2025

Prosperity Consulting Group, LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.27 Billion distributed in 459 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 $74.5M, Apple Inc. with a value of $58.4M, J P Morgan Exchange Traded Fd with a value of $43.7M, Ishares Core U.S. Aggregate Bo with a value of $39.3M, and Schwab Strategic Tr Us Dividen with a value of $33.2M.

Examining the 13F form we can see an decrease of $33.9M in the current position value, from $1.31B to 1.27B.

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

Portfolio value $1.27 Billion
ETFs: $706 Million
Technology: $154 Million
Financial Services: $110 Million
Healthcare: $51.2 Million
Industrials: $48.8 Million
Consumer Defensive: $44.3 Million
Consumer Cyclical: $44.2 Million
Communication Services: $39.4 Million
Other: $71.2 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$121B
$1.46 Million 0.11% of portfolio
3,004
Q1 2025 Added 2.91%
$148B
$1.4 Million 0.11% of portfolio
13,863
Q1 2025 Added 0.62%
$182B
$1.27 Million 0.1% of portfolio
17,940
Q1 2025 Added 1.03%
$141B
$1.31 Million 0.1% of portfolio
51,883
Q1 2025 Reduced 11.42%
$42.8B
$1.29 Million 0.1% of portfolio
15,649
Q1 2025 Reduced 5.47%
$159B
$1.29 Million 0.1% of portfolio
6,088
Q1 2025 Added 0.93%
$104B
$1.18 Million 0.09% of portfolio
12,805
Q1 2025 Added 3.32%
$56.5B
$1.13 Million 0.09% of portfolio
4,435
Q1 2025 Reduced 2.42%
$52.1B
$1.1 Million 0.09% of portfolio
7,156
Q1 2025 Added 0.14%
$18.7B
$1.18 Million 0.09% of portfolio
22,139
Q1 2025 Reduced 7.2%
$24.4B
$1.16 Million 0.09% of portfolio
28,404
Q1 2025 Reduced 6.44%
$219B
$1.02 Million 0.08% of portfolio
7,668
Q1 2025 Added 4.45%
$220B
$1.02 Million 0.08% of portfolio
3,103
Q1 2025 Reduced 6.96%
$83.4B
$981,000 0.08% of portfolio
5,475
Q1 2025 Reduced 2.7%
$15.4B
$1 Million 0.08% of portfolio
15,421
Q1 2025 Reduced 5.13%
$69.1B
$1.04 Million 0.08% of portfolio
8,073
Q1 2025 Reduced 3.66%
$59.8B
$1 Million 0.08% of portfolio
1,698
Q1 2025 Reduced 7.21%
$26.7B
$1 Million 0.08% of portfolio
5,856
Q1 2025 Reduced 13.51%
$152B
$1.07 Million 0.08% of portfolio
15,055
Q1 2025 Reduced 3.54%
$57.3B
$1.05 Million 0.08% of portfolio
2,166
Q1 2025 Added 3.84%
$181B
$1.02 Million 0.08% of portfolio
2,050
Q1 2025 Added 5.72%
$108B
$1.06 Million 0.08% of portfolio
4,859
Q1 2025 Reduced 4.1%
$145B
$1.08 Million 0.08% of portfolio
3,824
Q1 2025 Added 1.11%
$27B
$958,000 0.08% of portfolio
6,935
Q1 2025 Reduced 1.84%
$38.8B
$836,000 0.07% of portfolio
7,491
Q1 2025 Added 35.58%
$17.1B
$945,000 0.07% of portfolio
23,574
Q1 2025 Reduced 1.17%
$86.8B
$925,000 0.07% of portfolio
1,808
Q1 2025 Reduced 6.27%
$194B
$863,000 0.07% of portfolio
1,085
Q1 2025 Added 2.75%
$642B
$947,000 0.07% of portfolio
6,778
Q1 2025 Reduced 6.96%
$13.6B
$901,000 0.07% of portfolio
2,926
Q4 2024 New
$141B
$840,000 0.07% of portfolio
3,605
Q1 2025 Added 5.44%
$70.8B
$866,000 0.07% of portfolio
5,262
Q1 2025 Reduced 46.59%
$153B
$893,000 0.07% of portfolio
1,903
Q1 2025 Added 23.17%
$23.8B
$898,000 0.07% of portfolio
22,228
Q1 2025 Reduced 5.26%
$48.7B
$798,000 0.06% of portfolio
14,243
Q1 2025 Reduced 8.14%
$239B
$771,000 0.06% of portfolio
1,412
Q1 2025 Added 38.03%
$16.1B
$712,000 0.06% of portfolio
8,750
Q1 2025 Reduced 11.03%
$76.2B
$721,000 0.06% of portfolio
5,560
Q1 2025 Added 2.87%
$74.1B
$731,000 0.06% of portfolio
24,872
Q1 2025 Added 12.74%
$104B
$705,000 0.06% of portfolio
3,498
Q1 2025 Reduced 2.04%
$23.1B
$740,000 0.06% of portfolio
11,926
Q1 2025 Reduced 3.53%
$5.99B
$818,000 0.06% of portfolio
571
Q1 2025 Added 4.96%
$140B
$715,000 0.06% of portfolio
11,615
Q1 2025 Reduced 5.65%
$58.9B
$771,000 0.06% of portfolio
4,523
Q1 2025 Added 6.5%
$30.2B
$707,000 0.06% of portfolio
11,839
Q1 2025 Reduced 10.09%
$40B
$725,000 0.06% of portfolio
10,243
Q1 2025 Reduced 0.6%
$313B
$705,000 0.06% of portfolio
9,832
Q1 2025 Added 54.3%
$76.7B
$618,000 0.05% of portfolio
6,613
Q1 2025 Added 1.36%
$44.2B
$621,000 0.05% of portfolio
61,998
Q1 2025 Added 14.55%

Summary

  • Portfolio
  • No. of Stocks 459
  • Current Value $1.27 Billion
  • Prior Value $1.31 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 28 stocks
  • Additional Purchases 146 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 258 stocks
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