Prosperity Consulting Group, LLC Purchases in Q3 2025

Prosperity Consulting Group, LLC

  • $2 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
4.81K
+ 278.27%
$194.44 - $206.51 $936K - $994K
6.54K $1.35M
BAC
Bank Of America Corp

Financial Services
13.5K
+ 21.1%
$44.92 - $52.42 $604K - $705K
77.2K $3.98M
DGRO
Ishares Core Dividend Growth E

ETFs
6.06K
+ 4.55%
$64.12 - $68.08 $388K - $412K
139K $9.47M
IWS
Ishares Russell Midcap Value E

ETFs
1.45K
+ 1.46%
$132.83 - $140.61 $193K - $204K
101K $14.1M
HD
Home Depot, Inc.

Consumer Cyclical
75
+ 0.32%
$357.4 - $423.42 $26.8K - $31.8K
23.7K $9.62M
ORCL
Oracle Corp

Technology
1.39K
+ 16.48%
$218.96 - $328.33 $304K - $456K
9.82K $2.76M
VTWG
Vanguard Russell 2000 Growth E

ETFs
3.27K
+ 62.78%
$208.02 - $237.84 $680K - $777K
8.47K $1.98M
VONG
Vanguard Russell 1000 Growth E

ETFs
3.96K
+ 10.87%
$108.08 - $121.73 $428K - $482K
40.4K $4.87M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
9.22K
New
$92.18 - $95.14 $850K - $877K
9.22K $877K
VT
Vanguard Total World Stk Index

ETFs
6.36K
New
$128.41 - $138.03 $816K - $877K
6.36K $875K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
10.2K
+ 3.46%
$52.55 - $54.37 $539K - $557K
307K $16.6M
XLU
Utilities Sector Spdr

ETFs
6.17K
+ 14.22%
$81.14 - $87.32 $500K - $538K
49.5K $4.32M
EIX
Edison International

Utilities
13.4K
New
$50.42 - $56.35 $677K - $757K
13.4K $742K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
14.6K
New
$49.09 - $50.58 $716K - $737K
14.6K $735K
TAXF
American Centy ETF Tr Diversif

ETFs
14.5K
New
$48.42 - $50.27 $703K - $730K
14.5K $729K
VTI
Vanguard Total Stock Market Et

ETFs
1.82K
+ 39.54%
$303.93 - $329.86 $553K - $601K
6.43K $2.11M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
13.2K
+ 11.78%
$50.81 - $51.07 $669K - $672K
125K $6.38M
FMC
Fmc Corp

Basic Materials
20.4K
New
$33.15 - $44.45 $676K - $906K
20.4K $685K
IDEV
Ishares Core Msci Intl Develop

ETFs
7.79K
+ 62.71%
$74.68 - $80.26 $582K - $625K
20.2K $1.62M
SYK
Stryker Corp

Healthcare
1.78K
New
$368.57 - $403.53 $656K - $719K
1.78K $658K
CB
Chubb LTD

Financial Services
2.36K
+ 131.22%
$265.99 - $289.59 $628K - $684K
4.16K $1.17M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
11.4K
New
$53.81 - $57.52 $611K - $653K
11.4K $652K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
43.8K
+ 6.7%
$8.55 - $9.1 $374K - $398K
697K $6.35M
WPC
W. P. Carey Inc.

Real Estate
9.16K
New
$61.29 - $68.7 $561K - $629K
9.16K $618K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
12.2K
+ 12.88%
$45.26 - $46.63 $552K - $569K
107K $4.94M
BBDC
Barings Bdc, Inc.

Financial Services
68K
New
$8.76 - $9.9 $595K - $673K
68K $595K
CSX
Csx Corp

Industrials
14.3K
+ 51.52%
$32.05 - $36.52 $460K - $524K
42.2K $1.5M
GS
Goldman Sachs Group Inc

Financial Services
550
+ 32.62%
$696.56 - $806.32 $383K - $443K
2.24K $1.78M
VEA
Vanguard Ftse Developed Market

ETFs
2.55K
+ 1.73%
$56.02 - $60.3 $143K - $154K
150K $8.98M
CVX
Chevron Corp

Energy
2.83K
+ 26.51%
$145.57 - $161.83 $413K - $459K
13.5K $2.1M
CAT
Caterpillar Inc

Industrials
577
+ 17.9%
$390.92 - $477.15 $226K - $275K
3.8K $1.81M
F
Ford Motor CO

Consumer Cyclical
42.6K
+ 98.74%
$10.82 - $12.09 $461K - $515K
85.8K $1.03M
SYY
Sysco Corp

Consumer Defensive
6.7K
New
$76.33 - $82.51 $512K - $553K
6.7K $552K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
7.84K
+ 130.25%
$59.11 - $67.35 $463K - $528K
13.9K $919K
TJX
Tjx Companies Inc

Consumer Cyclical
1.04K
+ 5.53%
$121.35 - $144.54 $126K - $150K
19.8K $2.86M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
7.03K
+ 48.17%
$70.85 - $76.96 $498K - $541K
21.6K $1.64M
FDL
First Tr Morningstar Dividend

ETFs
7.99K
+ 6.41%
$41.96 - $44.59 $335K - $356K
133K $5.76M
INTC
Intel Corp

Technology
15.9K
New
$19.31 - $35.5 $308K - $566K
15.9K $534K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
6.43K
New
$82.38 - $83.0 $530K - $534K
6.43K $533K
TMO
Thermo Fisher Scientific Inc.

Healthcare
480
+ 13.39%
$404.94 - $499.99 $194K - $240K
4.07K $1.97M
VEU
Vanguard Ftse All World Ex Us

ETFs
6.92K
+ 174.09%
$66.38 - $71.68 $459K - $496K
10.9K $777K
VMC
Vulcan Materials CO

Basic Materials
1.62K
New
$260.62 - $307.62 $423K - $499K
1.62K $498K
AOR
Ishares Tr Core Growth Allocat

ETFs
4.88K
+ 7.66%
$60.99 - $64.39 $297K - $314K
68.6K $4.41M
RTX
Raytheon Technologies Corp

Industrials
1.82K
+ 23.31%
$144.19 - $167.33 $262K - $304K
9.6K $1.61M
ORCC
Owl Rock Capital Corp

Financial Services
33.8K
New
N/A
33.8K $452K
IWP
Ishares Russell Mid Cap Growth

ETFs
1.76K
+ 3.26%
$137.51 - $145.26 $241K - $255K
55.6K $7.92M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
44K
New
$10.17 - $11.97 $448K - $527K
44K $447K
XLP
Consumer Staples Sector Spdr

ETFs
5.69K
+ 18.05%
N/A
37.2K $2.83M
APH
Amphenol Corp

Technology
3.03K
+ 128.88%
$97.39 - $125.4 $295K - $380K
5.38K $665K
Activity Summary
Buys All Purchases 291 New Holdings 70 Increased Positions 221 Sells All Sells 172 Reductions 172 Sold out 0 Options Calls 0 Puts 0
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