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
$56B
$1.1 Million 0.09% of portfolio
7,156
Q1 2025 Added 0.14%
$16.9B
$1.18 Million 0.09% of portfolio
22,139
Q1 2025 Reduced 7.2%
$20.8B
$1.16 Million 0.09% of portfolio
28,404
Q1 2025 Reduced 6.44%
$9.75B
$1.09 Million 0.09% of portfolio
17,633
Q1 2025 Reduced 16.75%
$204B
$1.02 Million 0.08% of portfolio
7,668
Q1 2025 Added 4.45%
$0
$986,000 0.08% of portfolio
8,148
Q1 2025 Added 5.54%
$189B
$1.02 Million 0.08% of portfolio
3,103
Q1 2025 Reduced 6.96%
$77.1B
$981,000 0.08% of portfolio
5,475
Q1 2025 Reduced 2.7%
$0
$993,000 0.08% of portfolio
3,945
Q1 2025 Reduced 22.17%
$15.3B
$1 Million 0.08% of portfolio
15,421
Q1 2025 Reduced 5.13%
$69.1B
$1.04 Million 0.08% of portfolio
8,073
Q1 2025 Reduced 3.66%
$95.6B
$979,000 0.08% of portfolio
3,693
Q1 2025 Reduced 7.81%
$60.7B
$1 Million 0.08% of portfolio
1,698
Q1 2025 Reduced 7.21%
$24.8B
$1 Million 0.08% of portfolio
5,856
Q1 2025 Reduced 13.51%
$143B
$1.07 Million 0.08% of portfolio
15,055
Q1 2025 Reduced 3.54%
$55.1B
$1.05 Million 0.08% of portfolio
2,166
Q1 2025 Added 3.84%
$187B
$1.02 Million 0.08% of portfolio
2,050
Q1 2025 Added 5.72%
$0
$964,000 0.08% of portfolio
85,974
Q1 2025 Reduced 0.52%
$99.9B
$1.06 Million 0.08% of portfolio
4,859
Q1 2025 Reduced 4.1%
$155B
$1.08 Million 0.08% of portfolio
3,824
Q1 2025 Added 1.11%
$26.1B
$958,000 0.08% of portfolio
6,935
Q1 2025 Reduced 1.84%
$0
$1.06 Million 0.08% of portfolio
26,839
Q1 2025 Reduced 2.08%
$39.5B
$836,000 0.07% of portfolio
7,491
Q1 2025 Added 35.58%
$16.1B
$945,000 0.07% of portfolio
23,574
Q1 2025 Reduced 1.17%
$0
$954,000 0.07% of portfolio
2,573
Q1 2025 Added 1.5%
$75.2B
$925,000 0.07% of portfolio
1,808
Q1 2025 Reduced 6.27%
$204B
$863,000 0.07% of portfolio
1,085
Q1 2025 Added 2.75%
$0
$921,000 0.07% of portfolio
14,847
Q1 2025 Added 44.1%
$479B
$947,000 0.07% of portfolio
6,778
Q1 2025 Reduced 6.96%
$0
$941,000 0.07% of portfolio
1,833
Q1 2025 Added 7.19%
$12.8B
$901,000 0.07% of portfolio
2,926
Q4 2024 New
$140B
$840,000 0.07% of portfolio
3,605
Q1 2025 Added 5.44%
$0
$865,000 0.07% of portfolio
9,080
Q1 2025 Reduced 9.38%
$0
$866,000 0.07% of portfolio
14,797
Q1 2025 Added 10.42%
$0
$932,000 0.07% of portfolio
15,989
Q1 2025 Added 31.51%
$78.2B
$866,000 0.07% of portfolio
5,262
Q1 2025 Reduced 46.59%
$156B
$893,000 0.07% of portfolio
1,903
Q1 2025 Added 23.17%
$22.9B
$898,000 0.07% of portfolio
22,228
Q1 2025 Reduced 5.26%
$0
$839,000 0.07% of portfolio
41,605
Q1 2025 Reduced 4.26%
$46.3B
$798,000 0.06% of portfolio
14,243
Q1 2025 Reduced 8.14%
$210B
$771,000 0.06% of portfolio
1,412
Q1 2025 Added 38.03%
$15.8B
$712,000 0.06% of portfolio
8,750
Q1 2025 Reduced 11.03%
$70B
$721,000 0.06% of portfolio
5,560
Q1 2025 Added 2.87%
$68.6B
$731,000 0.06% of portfolio
24,872
Q1 2025 Added 12.74%
$102B
$705,000 0.06% of portfolio
3,498
Q1 2025 Reduced 2.04%
$22.8B
$740,000 0.06% of portfolio
11,926
Q1 2025 Reduced 3.53%
$0
$808,000 0.06% of portfolio
2,636
Q1 2025 Reduced 14.28%
$5.76B
$818,000 0.06% of portfolio
571
Q1 2025 Added 4.96%
$0
$741,000 0.06% of portfolio
12,323
Q1 2025 Added 2.73%

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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