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
$16B
$1.78 Million 0.13% of portfolio
12,000
Q2 2025 Reduced 2.14%
$258B
$1.71 Million 0.13% of portfolio
24,342
Q2 2025 Reduced 0.79%
$95.8B
$1.79 Million 0.13% of portfolio
15,132
Q2 2025 Reduced 3.8%
$61.1B
$1.77 Million 0.13% of portfolio
21,984
Q2 2025 Reduced 0.15%
$122B
$1.7 Million 0.13% of portfolio
19,482
Q2 2025 Reduced 2.59%
$24.1B
$1.71 Million 0.13% of portfolio
11,488
Q2 2025 Reduced 3.28%
$229B
$1.8 Million 0.13% of portfolio
13,242
Q2 2025 Added 2.6%
$57.5B
$1.72 Million 0.13% of portfolio
16,554
Q2 2025 Reduced 2.15%
$0
$1.72 Million 0.13% of portfolio
37,558
Q2 2025 Reduced 4.52%
$9.76B
$1.63 Million 0.12% of portfolio
24,953
Q2 2025 Added 41.51%
$185B
$1.55 Million 0.12% of portfolio
18,263
Q2 2025 Added 1.8%
$0
$1.65 Million 0.12% of portfolio
26,498
Q1 2024 New
$121B
$1.68 Million 0.12% of portfolio
34,674
Q2 2025 Reduced 2.42%
$0
$1.42 Million 0.11% of portfolio
15,335
Q2 2025 Added 3.94%
$302B
$1.53 Million 0.11% of portfolio
10,692
Q2 2025 Reduced 8.18%
$68B
$1.44 Million 0.11% of portfolio
31,907
Q2 2025 Added 0.31%
$187B
$1.45 Million 0.11% of portfolio
3,586
Q2 2025 Reduced 12.88%
$56B
$1.54 Million 0.11% of portfolio
4,078
Q2 2025 Reduced 8.05%
$104B
$1.42 Million 0.11% of portfolio
47,418
Q2 2025 Added 0.33%
$0
$1.44 Million 0.11% of portfolio
34,380
Q2 2025 Reduced 3.37%
$0
$1.44 Million 0.11% of portfolio
5,032
Q4 2024 Added 7.71%
$29B
$1.54 Million 0.11% of portfolio
37,474
Q2 2025 Reduced 3.01%
$147B
$1.49 Million 0.11% of portfolio
13,867
Q2 2025 Added 0.03%
$18.5B
$1.5 Million 0.11% of portfolio
18,019
Q2 2025 Reduced 2.77%
$0
$1.51 Million 0.11% of portfolio
14,597
Q2 2025 Reduced 0.94%
$0
$1.45 Million 0.11% of portfolio
33,825
Q2 2025 Added 329.41%
$157B
$1.34 Million 0.1% of portfolio
3,459
Q2 2025 Reduced 19.45%
$43.8B
$1.3 Million 0.1% of portfolio
15,440
Q2 2025 Reduced 1.34%
$0
$1.32 Million 0.1% of portfolio
25,488
Q2 2025 Reduced 5.91%
$138B
$1.3 Million 0.1% of portfolio
53,776
Q2 2025 Added 3.65%
$0
$1.36 Million 0.1% of portfolio
27,680
Q2 2025 Reduced 0.44%
$0
$1.4 Million 0.1% of portfolio
7,898
Q2 2025 Reduced 7.34%
$113B
$1.4 Million 0.1% of portfolio
3,021
Q2 2025 Reduced 4.0%
$99.5B
$1.31 Million 0.1% of portfolio
2,950
Q2 2025 Reduced 1.8%
$0
$1.4 Million 0.1% of portfolio
4,606
Q2 2025 Reduced 0.52%
$171M
$1.3 Million 0.1% of portfolio
40,373
Q2 2025 New
$0
$1.33 Million 0.1% of portfolio
28,849
Q2 2025 Added 16.43%
$111B
$1.17 Million 0.09% of portfolio
3,637
Q2 2025 Added 3.97%
$0
$1.22 Million 0.09% of portfolio
8,107
Q2 2025 Added 327.36%
$0
$1.16 Million 0.09% of portfolio
11,319
Q2 2025 Reduced 0.08%
$218B
$1.25 Million 0.09% of portfolio
3,223
Q2 2025 Added 3.87%
$0
$1.17 Million 0.09% of portfolio
8,804
Q2 2025 Reduced 0.99%
$232B
$1.17 Million 0.09% of portfolio
4,287
Q2 2025 Reduced 21.11%
$254B
$1.19 Million 0.09% of portfolio
1,686
Q2 2025 Added 19.41%
$0
$1.17 Million 0.09% of portfolio
15,719
Q2 2025 Reduced 2.35%
$23.9B
$1.23 Million 0.09% of portfolio
27,379
Q2 2025 Reduced 3.61%
$102B
$1.2 Million 0.09% of portfolio
13,110
Q2 2025 Added 2.38%
$0
$1.17 Million 0.09% of portfolio
10,637
Q2 2025 Added 0.93%
$0
$1.25 Million 0.09% of portfolio
14,785
Q2 2025 Reduced 30.18%

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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