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 Market Cap. of $10 Billions to $200 Billions
