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
$75.6B
$608,000 0.05% of portfolio
2,258
Q2 2025 Reduced 4.77%
$49.6B
$709,000 0.05% of portfolio
12,553
Q2 2025 Reduced 11.87%
$82.6B
$667,000 0.05% of portfolio
6,597
Q2 2025 Reduced 0.24%
$21.9B
$700,000 0.05% of portfolio
11,011
Q2 2025 Reduced 7.67%
$26B
$697,000 0.05% of portfolio
9,205
Q2 2025 Reduced 1.87%
$61.4B
$690,000 0.05% of portfolio
6,845
Q2 2025 New
$15B
$639,000 0.05% of portfolio
7,915
Q2 2025 Reduced 9.54%
$1.1B
$688,000 0.05% of portfolio
12,262
Q2 2025 Reduced 0.31%
$38.3B
$687,000 0.05% of portfolio
6,402
Q2 2025 Reduced 14.54%
$39.4B
$698,000 0.05% of portfolio
10,251
Q2 2025 Added 0.08%
$147B
$612,000 0.05% of portfolio
2,193
Q2 2025 Reduced 58.19%
$60.2B
$582,000 0.04% of portfolio
13,561
Q2 2025 Added 1.67%
$29.2B
$553,000 0.04% of portfolio
10,675
Q2 2025 Reduced 9.83%
$267B
$498,000 0.04% of portfolio
3,540
Q2 2025 Added 12.03%
$1.97B
$512,000 0.04% of portfolio
52,388
Q3 2024 New
$34.2B
$559,000 0.04% of portfolio
5,576
Q2 2025 Added 0.31%
$119B
$551,000 0.04% of portfolio
6,145
Q2 2025 Added 12.42%
$82.3B
$537,000 0.04% of portfolio
2,881
Q2 2025 Reduced 7.84%
$20.2B
$522,000 0.04% of portfolio
6,583
Q2 2025 Reduced 4.76%
$113B
$521,000 0.04% of portfolio
1,800
Q2 2025 Added 53.45%
$42.8B
$557,000 0.04% of portfolio
3,082
Q2 2025 Reduced 0.32%
$331B
$595,000 0.04% of portfolio
4,367
Q2 2025 Added 9.7%
$187B
$603,000 0.04% of portfolio
766
Q2 2025 Added 11.18%
$79.7B
$473,000 0.04% of portfolio
1,127
Q2 2025 New
$20.1B
$544,000 0.04% of portfolio
7,565
Q2 2025 Reduced 3.37%
$90.5B
$481,000 0.04% of portfolio
1,456
Q2 2025 Added 118.62%
$74B
$493,000 0.04% of portfolio
4,671
Q2 2025 Added 7.8%
$54.1B
$517,000 0.04% of portfolio
28,544
Q2 2025 Reduced 7.98%
$85.8B
$529,000 0.04% of portfolio
3,479
Q2 2025 Reduced 1.0%
$64.4B
$541,000 0.04% of portfolio
2,116
Q2 2025 Added 1.1%
$142B
$492,000 0.04% of portfolio
2,114
Q2 2025 Reduced 65.28%
$202M
$501,000 0.04% of portfolio
102,005
Q1 2024 New
$134B
$384,000 0.03% of portfolio
1,672
Q2 2025 Reduced 21.21%
$77.5B
$409,000 0.03% of portfolio
3,073
Q2 2025 Reduced 4.36%
$33.8B
$465,000 0.03% of portfolio
3,799
Q2 2025 Added 13.78%
$2.61B
$413,000 0.03% of portfolio
12,099
Q3 2024 New
$95.7B
$368,000 0.03% of portfolio
723
Q2 2025 Added 2.12%
$143B
$413,000 0.03% of portfolio
11,591
Q2 2025 Reduced 3.58%
$91.8B
$393,000 0.03% of portfolio
1,781
Q2 2025 Reduced 63.35%
$140B
$391,000 0.03% of portfolio
1,984
Q2 2025 Added 5.14%
$62B
$455,000 0.03% of portfolio
15,501
Q2 2025 Added 4.34%
$13.1B
$382,000 0.03% of portfolio
1,393
Q2 2025 Reduced 9.84%
$98.1B
$362,000 0.03% of portfolio
7,838
Q2 2025 Reduced 4.4%
$38B
$395,000 0.03% of portfolio
720
Q2 2025 Reduced 0.96%
$8.14B
$343,000 0.03% of portfolio
6,257
Q2 2025 Reduced 3.05%
$76.9B
$383,000 0.03% of portfolio
2,494
Q2 2025 New
$86.1B
$388,000 0.03% of portfolio
5,764
Q2 2025 Reduced 4.62%
$99.5B
$352,000 0.03% of portfolio
481
Q2 2025 Added 2.56%
$28.9B
$373,000 0.03% of portfolio
3,645
Q2 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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