Prosperitas Financial LLC Incresed Positions in Q3 2025

Prosperitas Financial LLC

  • $241 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
2.94K
+ 7.03%
$174.36 - $254.72 $512K - $748K
44.7K $10.9B
AAPL
Apple Inc.

Technology
2.25K
+ 4.7%
$202.38 - $256.87 $456K - $578K
50.1K $12.8B
WBD
Warner Bros. Discovery, Inc.

Communication Services
6.4K
+ 2.07%
$10.78 - $19.82 $69K - $127K
316K $6.18B
FIX
Comfort Systems Usa Inc

Industrials
153
+ 2.46%
$521.66 - $825.18 $79.8K - $126K
6.37K $5.26B
SCHG
Schwab Strategic Tr Us Large C

ETFs
780
+ 0.18%
$28.92 - $32.19 $22.6K - $25.1K
437K $13.9B
ABBV
Abb Vie Inc.

Healthcare
816
+ 4.72%
$184.85 - $231.54 $151K - $189K
18.1K $4.2B
MSFT
Microsoft Corp

Technology
945
+ 4.84%
$491.09 - $535.64 $464K - $506K
20.5K $10.6B
LNC
Lincoln National Corp

Financial Services
7.31K
+ 9.55%
$33.37 - $43.29 $244K - $317K
83.9K $3.38B
VTV
Vanguard Value ETF

ETFs
332
+ 0.49%
$175.51 - $186.57 $58.3K - $61.9K
68.6K $12.8B
MO
Altria Group, Inc.

Consumer Defensive
2.12K
+ 3.44%
$57.75 - $67.68 $123K - $144K
63.7K $4.21B
OXY
Occidental Petroleum Corp

Energy
5.11K
+ 7.75%
$42.54 - $48.1 $217K - $246K
71K $3.36B
VO
Vanguard Mid Cap ETF

ETFs
189
+ 0.55%
$279.83 - $293.74 $52.9K - $55.5K
34.8K $10.2B
CVX
Chevron Corp

Energy
1.36K
+ 5.21%
$145.57 - $161.83 $198K - $220K
27.5K $4.27B
LMT
Lockheed Martin Corp

Industrials
550
+ 8.16%
$410.74 - $499.21 $226K - $275K
7.29K $3.64B
AEE
Ameren Corp

Utilities
1.81K
+ 5.16%
$95.0 - $104.38 $172K - $189K
36.9K $3.85B
AN
Autonation, Inc.

Consumer Cyclical
609
+ 3.66%
$189.27 - $227.18 $115K - $138K
17.2K $3.77B
AMZN
Amazon Com Inc

Consumer Cyclical
2.09K
+ 5.13%
$211.65 - $238.24 $443K - $498K
42.9K $9.41B
JPM
Jpmorgan Chase & CO

Financial Services
254
+ 1.78%
$282.78 - $316.06 $71.8K - $80.3K
14.5K $4.59B
META
Meta Platforms, Inc.

Communication Services
453
+ 4.13%
$695.21 - $791.73 $315K - $359K
11.4K $8.39B
GOOG
Alphabet Inc.

Communication Services
5
+ 0.13%
$175.16 - $255.24 $876 - $1.28K
3.91K $953M
CAT
Caterpillar Inc

Industrials
2
+ 0.07%
$390.92 - $477.15 $782 - $954
2.71K $1.29B
TAP
Molson Coors Beverage CO

Consumer Defensive
8.37K
+ 15.59%
$44.09 - $52.81 $369K - $442K
62K $2.81B
MA
Mastercard Inc

Financial Services
317
+ 4.96%
$550.18 - $598.96 $174K - $190K
6.71K $3.82B
LLY
Eli Lilly & CO

Healthcare
359
+ 9.19%
$625.65 - $812.69 $225K - $292K
4.27K $3.25B
REZ
Ishares Tr Residential And Mul

ETFs
564
+ 2.31%
$81.06 - $85.23 $45.7K - $48.1K
25K $2.12B
AVDV
American Centy ETF Tr Avantis

ETFs
496
+ 7.61%
$79.24 - $89.03 $39.3K - $44.2K
7.01K $624M
SPY
Spdr S&P 500 ETF Trust

ETFs
14
+ 0.82%
$617.65 - $666.84 $8.65K - $9.34K
1.72K $1.15B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
907
+ 32.61%
$79.76 - $85.78 $72.3K - $77.8K
3.69K $312M
JNJ
Johnson & Johnson

Healthcare
33
+ 1.86%
$155.17 - $185.42 $5.12K - $6.12K
1.81K $335M
AVUS
American Centy ETF Tr Avantis

ETFs
357
+ 17.41%
$101.2 - $109.16 $36.1K - $39K
2.41K $262M
COST
Costco Wholesale Corp

Consumer Defensive
303
+ 8.54%
$915.95 - $994.57 $278K - $301K
3.85K $3.56B
AVUV
American Centy ETF Tr Avantis

ETFs
224
+ 7.75%
$90.37 - $102.12 $20.2K - $22.9K
3.12K $310M
JEPI
J P Morgan Exchange Traded Fd

ETFs
700
+ 2.87%
$55.61 - $57.37 $38.9K - $40.2K
25.1K $1.43B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
153
+ 6.97%
$134.94 - $145.86 $20.6K - $22.3K
2.35K $342M
AVIV
American Centy ETF Tr Avantis
100
+ 2.15%
$61.83 - $67.44 $6.18K - $6.74K
4.74K $320M
O
Realty Income Corp

Real Estate
228
+ 5.21%
$56.13 - $60.79 $12.8K - $13.9K
4.6K $280M
T
At&T Inc.

Communication Services
226
+ 2.8%
$26.94 - $29.62 $6.09K - $6.69K
8.29K $234M
KO
Coca Cola CO

Consumer Defensive
154
+ 4.89%
$65.67 - $71.67 $10.1K - $11K
3.3K $219M
IBM
International Business Machines Corp

Technology
36
+ 2.94%
$234.77 - $292.47 $8.45K - $10.5K
1.26K $356M
ACN
Accenture PLC

Technology
1.47K
+ 15.84%
$232.56 - $304.78 $341K - $447K
10.7K $2.65B
PM
Philip Morris International Inc.

Consumer Defensive
1.35K
+ 5.53%
$157.77 - $183.27 $213K - $248K
25.8K $4.19B
NFLX
Netflix Inc

Communication Services
115
+ 2.15%
$1147.87 - $1297.18 $132K - $149K
5.47K $6.56B
Activity Summary
Buys All Purchases 53 New Holdings 10 Increased Positions 43 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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