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
$148B
$691,000 0.05% of portfolio
2,545
Q1 2025 Added 8.02%
$77.1B
$601,000 0.05% of portfolio
2,371
Q1 2025 Added 7.97%
$25.1B
$669,000 0.05% of portfolio
9,380
Q1 2025 Reduced 9.28%
$20B
$583,000 0.05% of portfolio
6,912
Q1 2025 Reduced 5.46%
$53.5B
$576,000 0.05% of portfolio
31,021
Q1 2025 Added 11.64%
$81.7B
$639,000 0.05% of portfolio
2,346
Q1 2025 Reduced 8.86%
$24.5B
$696,000 0.05% of portfolio
32,071
Q1 2025 Reduced 1.44%
$91.4B
$611,000 0.05% of portfolio
1,313
Q1 2025 Added 0.69%
$59.9B
$691,000 0.05% of portfolio
3,640
Q1 2025 Reduced 34.61%
$118B
$574,000 0.05% of portfolio
5,466
Q1 2025 Added 47.61%
$36.7B
$614,000 0.05% of portfolio
5,559
Q1 2025 Reduced 8.94%
$126B
$643,000 0.05% of portfolio
946
Q1 2025 Added 17.22%
$1.45B
$617,000 0.05% of portfolio
12,300
Q1 2025 Reduced 1.16%
$182B
$610,000 0.05% of portfolio
8,377
Q1 2025 New
$192M
$601,000 0.05% of portfolio
102,005
Q1 2024 New
$40.1B
$462,000 0.04% of portfolio
10,533
Q1 2025 Added 2.71%
$41.1B
$532,000 0.04% of portfolio
3,092
Q1 2025 Added 0.42%
$83.6B
$516,000 0.04% of portfolio
3,514
Q1 2025 Reduced 10.36%
$79.5B
$549,000 0.04% of portfolio
3,126
Q1 2025 Reduced 3.37%
$60B
$548,000 0.04% of portfolio
13,338
Q1 2025 Added 2.42%
$153B
$565,000 0.04% of portfolio
5,921
Q1 2025 Added 1.74%
$44.2B
$507,000 0.04% of portfolio
11,019
Q1 2025 Added 2.22%
$141B
$501,000 0.04% of portfolio
2,122
Q1 2025 Reduced 61.83%
$283B
$481,000 0.04% of portfolio
2,407
Q1 2025 Added 2.69%
$14.8B
$572,000 0.04% of portfolio
19,227
Q3 2024 New
$102B
$500,000 0.04% of portfolio
8,199
Q1 2025 Reduced 21.8%
$64.9B
$495,000 0.04% of portfolio
2,093
Q1 2025 Added 3.31%
$9.98B
$533,000 0.04% of portfolio
19,631
Q1 2025 Reduced 7.56%
$21.3B
$507,000 0.04% of portfolio
7,205
Q1 2025 Reduced 2.24%
$151B
$483,000 0.04% of portfolio
6,961
Q1 2025 Reduced 19.87%
$216B
$423,000 0.03% of portfolio
689
Q1 2025 Reduced 53.16%
$36.3B
$428,000 0.03% of portfolio
7,829
Q1 2025 Reduced 0.06%
$138B
$386,000 0.03% of portfolio
1,887
Q1 2025 Reduced 62.48%
$35.6B
$347,000 0.03% of portfolio
727
Q1 2025 Reduced 1.22%
$4.49B
$369,000 0.03% of portfolio
7,825
Q1 2025 Reduced 6.82%
$26.3B
$432,000 0.03% of portfolio
15,607
Q1 2025 Reduced 5.24%
$85.3B
$352,000 0.03% of portfolio
3,213
Q1 2025 Added 3.38%
$2.58B
$413,000 0.03% of portfolio
12,099
Q3 2024 New
$18.8B
$344,000 0.03% of portfolio
2,890
Q1 2025 Added 0.49%
$11B
$330,000 0.03% of portfolio
5,845
Q1 2025 Reduced 10.09%
$125B
$420,000 0.03% of portfolio
3,640
Q1 2025 Added 89.09%
$250B
$410,000 0.03% of portfolio
3,993
Q1 2025 Reduced 40.8%
$1.95B
$444,000 0.03% of portfolio
52,388
Q3 2024 New
$51.7B
$412,000 0.03% of portfolio
1,801
Q1 2025 Added 64.63%
$8.9B
$354,000 0.03% of portfolio
6,454
Q1 2025 Added 16.58%
$33.7B
$422,000 0.03% of portfolio
10,272
Q1 2025 Added 5.9%
$74.6B
$347,000 0.03% of portfolio
4,333
Q1 2025 Added 8.24%
$116B
$354,000 0.03% of portfolio
1,173
Q1 2025 Added 12.25%
$155B
$443,000 0.03% of portfolio
12,021
Q1 2025 Added 39.96%

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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