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.

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$42.3B
$2.77 Million 0.22% of portfolio
36,458
Q1 2025 Reduced 9.25%
$0
$2.84 Million 0.22% of portfolio
75,713
Q1 2025 Added 3.33%
$313B
$2.82 Million 0.22% of portfolio
39,434
Q1 2025 Reduced 2.74%
$138B
$2.83 Million 0.22% of portfolio
25,297
Q1 2025 Reduced 5.6%
$0
$2.77 Million 0.22% of portfolio
46,700
Q1 2025 Added 0.08%
$25.7B
$2.83 Million 0.22% of portfolio
19,193
Q1 2025 Reduced 5.18%
$167B
$2.74 Million 0.21% of portfolio
5,383
Q1 2025 Reduced 6.92%
$160B
$2.73 Million 0.21% of portfolio
45,794
Q1 2025 Reduced 5.2%
$177B
$2.7 Million 0.21% of portfolio
13,896
Q1 2025 Reduced 3.85%
$62.5B
$2.65 Million 0.21% of portfolio
8,992
Q1 2025 Reduced 4.35%
$0
$2.56 Million 0.2% of portfolio
34,276
Q1 2025 Added 1.2%
$86.5B
$2.55 Million 0.2% of portfolio
39,126
Q1 2025 Added 0.05%
$362B
$2.53 Million 0.2% of portfolio
60,646
Q1 2025 Reduced 18.71%
$50.9B
$2.55 Million 0.2% of portfolio
19,338
Q1 2025 Reduced 3.8%
$0
$2.61 Million 0.2% of portfolio
16,253
Q1 2025 Reduced 8.23%
$0
$2.54 Million 0.2% of portfolio
30,589
Q1 2025 Reduced 0.04%
$81.1B
$2.43 Million 0.19% of portfolio
16,685
Q1 2025 Reduced 6.13%
$295B
$2.39 Million 0.19% of portfolio
8,963
Q1 2025 Reduced 2.4%
$0
$2.4 Million 0.19% of portfolio
12,754
Q1 2025 Reduced 18.44%
$18.9B
$2.38 Million 0.19% of portfolio
28,901
Q1 2025 Reduced 4.83%
$105B
$2.39 Million 0.19% of portfolio
39,887
Q1 2025 Added 0.13%
$107B
$2.36 Million 0.19% of portfolio
57,027
Q1 2025 Reduced 2.47%
$44.9B
$2.41 Million 0.19% of portfolio
16,945
Q1 2025 Reduced 7.19%
$0
$2.47 Million 0.19% of portfolio
32,512
Q1 2025 Reduced 10.08%
$0
$2.34 Million 0.18% of portfolio
38,832
Q1 2025 Reduced 3.14%
$0
$2.35 Million 0.18% of portfolio
10,607
Q1 2025 Added 24.96%
$146B
$2.3 Million 0.18% of portfolio
18,893
Q1 2025 Reduced 14.37%
$409B
$2.34 Million 0.18% of portfolio
14,109
Q1 2025 Reduced 8.8%
$224B
$2.26 Million 0.18% of portfolio
8,387
Q1 2025 Added 0.11%
$0
$2.15 Million 0.17% of portfolio
27,218
Q1 2025 Reduced 4.52%
$0
$2.21 Million 0.17% of portfolio
44,529
Q1 2025 Reduced 2.19%
$1.03T
$2.11 Million 0.17% of portfolio
8,154
Q1 2025 Reduced 6.51%
$182B
$2.02 Million 0.16% of portfolio
13,471
Q1 2025 Reduced 0.7%
$0
$1.98 Million 0.16% of portfolio
21,175
Q1 2025 Reduced 10.97%
$162B
$2.05 Million 0.16% of portfolio
4,116
Q1 2025 Reduced 31.3%
$17.5B
$2.06 Million 0.16% of portfolio
12,263
Q1 2025 Reduced 7.64%
$86.2B
$2.03 Million 0.16% of portfolio
3,338
Q1 2025 Added 4.31%
$32.4B
$2 Million 0.16% of portfolio
78,694
Q1 2025 Reduced 10.81%
$0
$2 Million 0.16% of portfolio
45,708
Q1 2025 Reduced 0.17%
$71.8B
$1.94 Million 0.15% of portfolio
32,487
Q1 2025 Added 24.01%
$216B
$1.87 Million 0.15% of portfolio
18,996
Q1 2025 Reduced 3.35%
$77.1B
$1.89 Million 0.15% of portfolio
4,413
Q1 2025 Reduced 2.3%
$89.6B
$1.92 Million 0.15% of portfolio
15,730
Q1 2025 Reduced 4.21%
$52.3B
$1.85 Million 0.15% of portfolio
16,917
Q1 2025 Reduced 2.85%
$35.4B
$1.94 Million 0.15% of portfolio
33,498
Q1 2025 Reduced 7.88%
$281B
$1.95 Million 0.15% of portfolio
11,644
Q1 2025 Reduced 3.51%
$0
$1.85 Million 0.15% of portfolio
20,645
Q1 2025 Reduced 5.79%
$125B
$1.97 Million 0.15% of portfolio
35,533
Q1 2025 Reduced 6.24%
$23.4B
$1.75 Million 0.14% of portfolio
11,878
Q1 2025 Reduced 2.46%

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
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