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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
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