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 Market Cap. of Under $50 Millions
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