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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$150B
$3.17 Million 0.23% of portfolio
10,605
Q2 2025 Added 130.95%
$381B
$3.02 Million 0.22% of portfolio
63,749
Q2 2025 Added 5.12%
$423B
$2.92 Million 0.22% of portfolio
4
Q1 2025 New
$17.3B
$2.95 Million 0.22% of portfolio
38,855
Q2 2025 Added 34.44%
$182B
$2.8 Million 0.21% of portfolio
5,303
Q2 2025 Reduced 1.49%
$306B
$2.8 Million 0.21% of portfolio
39,622
Q2 2025 Added 0.48%
$0
$2.87 Million 0.21% of portfolio
76,490
Q2 2025 Added 1.03%
$1.08T
$2.79 Million 0.21% of portfolio
8,771
Q2 2025 Added 7.57%
$0
$2.89 Million 0.21% of portfolio
167,231
Q2 2025 Reduced 4.94%
$25.8B
$2.64 Million 0.2% of portfolio
18,982
Q2 2025 Reduced 1.1%
$130B
$2.68 Million 0.2% of portfolio
56,580
Q2 2025 Reduced 0.78%
$545B
$2.67 Million 0.2% of portfolio
1,997
Q2 2025 Added 3.47%
$0
$2.71 Million 0.2% of portfolio
44,190
Q2 2025 Reduced 5.37%
$78.6B
$2.68 Million 0.2% of portfolio
36,121
Q2 2025 Reduced 7.68%
$155B
$2.72 Million 0.2% of portfolio
44,518
Q2 2025 Reduced 2.79%
$227B
$2.71 Million 0.2% of portfolio
8,481
Q2 2025 Added 1.12%
$79.3B
$2.5 Million 0.19% of portfolio
15,041
Q2 2025 Reduced 9.85%
$0
$2.56 Million 0.19% of portfolio
24,456
Q2 2025 Reduced 17.11%
$0
$2.56 Million 0.19% of portfolio
28,870
Q2 2025 Reduced 5.62%
$0
$2.4 Million 0.18% of portfolio
31,532
Q2 2025 Reduced 3.01%
$203B
$2.41 Million 0.18% of portfolio
83,111
Q2 2025 Reduced 2.55%
$51.4B
$2.48 Million 0.18% of portfolio
18,429
Q2 2025 Reduced 4.7%
$64.2B
$2.46 Million 0.18% of portfolio
8,717
Q2 2025 Reduced 3.06%
$0
$2.49 Million 0.18% of portfolio
34,174
Q2 2025 Reduced 0.3%
$0
$2.43 Million 0.18% of portfolio
14,797
Q2 2025 Reduced 8.96%
$0
$2.25 Million 0.17% of portfolio
9,419
Q2 2025 Reduced 26.15%
$0
$2.26 Million 0.17% of portfolio
24,619
Q2 2025 Added 26.77%
$452B
$2.26 Million 0.17% of portfolio
14,797
Q2 2025 Added 4.88%
$96.6B
$2.35 Million 0.17% of portfolio
3,368
Q2 2025 Added 0.9%
$155B
$2.32 Million 0.17% of portfolio
18,750
Q2 2025 Reduced 0.76%
$95.7B
$2.17 Million 0.16% of portfolio
4,240
Q2 2025 Reduced 3.92%
$102B
$2.11 Million 0.16% of portfolio
4,826
Q2 2025 Reduced 5.43%
$314B
$2.14 Million 0.16% of portfolio
9,002
Q2 2025 Added 0.44%
$169B
$2.18 Million 0.16% of portfolio
4,014
Q2 2025 Added 95.8%
$0
$2.12 Million 0.16% of portfolio
43,575
Q2 2025 Reduced 4.67%
$0
$2.18 Million 0.16% of portfolio
27,013
Q2 2025 Reduced 0.75%
$0
$2.17 Million 0.16% of portfolio
43,391
Q2 2025 Reduced 2.56%
$45.1B
$2.21 Million 0.16% of portfolio
17,165
Q2 2025 Added 1.3%
$118B
$2.14 Million 0.16% of portfolio
36,431
Q2 2025 Reduced 8.66%
$70.4B
$2.01 Million 0.15% of portfolio
32,013
Q2 2025 Reduced 1.46%
$33.7B
$1.96 Million 0.15% of portfolio
75,292
Q2 2025 Reduced 4.32%
$202B
$1.83 Million 0.14% of portfolio
13,857
Q2 2025 Added 2.87%
$51.4B
$1.87 Million 0.14% of portfolio
25,196
Q2 2025 Reduced 8.55%
$684B
$1.84 Million 0.14% of portfolio
8,434
Q2 2025 Added 24.43%
$52.6B
$1.9 Million 0.14% of portfolio
26,539
Q2 2025 Reduced 1.32%
$0
$1.86 Million 0.14% of portfolio
20,856
Q2 2025 Reduced 1.11%
$35.6B
$1.85 Million 0.14% of portfolio
32,182
Q2 2025 Reduced 3.93%
$0
$1.94 Million 0.14% of portfolio
21,387
Q2 2025 Added 3.59%
$123B
$1.69 Million 0.13% of portfolio
11,293
Q2 2025 Reduced 6.15%

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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