Prosperity Consulting Group, LLC Portfolio Holdings
Prosperity Consulting Group, LLC
- $2 Billion
- Q3 2025
Prosperity Consulting Group, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2 Billion distributed in 491 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 $248M, Ishares Tr Msci Eafe ETF with a value of $75.6M, Apple Inc. with a value of $68.4M, J P Morgan Exchange Traded Fd with a value of $64.8M, and Invesco Qqq Trust, Series 1 with a value of $61.5M.
Examining the 13F form we can see an increase of $648M in the current position value, from $1.35B to 2B.
Below you can find more details about Prosperity Consulting Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2 Billion
ETFs: $1.34 Billion
Technology: $211 Million
Financial Services: $121 Million
Communication Services: $54.7 Million
Consumer Cyclical: $51.4 Million
Healthcare: $49 Million
Consumer Defensive: $48.3 Million
Industrials: $45.5 Million
Other: $69 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 491
- Current Value $2 Billion
- Prior Value $1.35 Billion
- Filing
- Period Q3 2025
- Filing Date November 14, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 70 stocks
- Additional Purchases 221 stocks
- Sold out of 0 stocks
- Reduced holdings in 172 stocks