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
MDLZ
Mondelez International, Inc.

Consumer Defensive
7.36K
+ 127.65%
$60.9 - $70.75 $448K - $521K
13.1K $819K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
9.01K
New
$45.6 - $46.92 $411K - $423K
9.01K $421K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
708
New
$567.09 - $607.37 $401K - $430K
708 $421K
PEP
Pepsico Inc

Consumer Defensive
2.14K
+ 15.45%
$133.81 - $152.16 $286K - $326K
16K $2.25M
PANW
Palo Alto Networks Inc

Technology
1.95K
+ 42.73%
$167.06 - $208.19 $325K - $406K
6.51K $1.32M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
830
New
$435.72 - $463.74 $362K - $385K
830 $384K
GE
General Electric CO

Industrials
906
+ 35.49%
$244.75 - $305.63 $222K - $277K
3.46K $1.04M
HGER
Harbor ETF Tr All Weather Infl
14.2K
New
$24.26 - $25.91 $344K - $367K
14.2K $365K
C
Citigroup Inc

Financial Services
651
+ 3.56%
$85.57 - $103.49 $55.7K - $67.4K
18.9K $1.92M
SCHX
Schwab Strategic Tr Us Large C

ETFs
13.3K
New
$24.46 - $26.5 $326K - $353K
13.3K $350K
UFPT
Ufp Technologies Inc

Healthcare
1.73K
New
$190.04 - $252.55 $329K - $437K
1.73K $345K
VV
Vanguard Large Cap ETF

ETFs
752
+ 14.94%
$285.05 - $309.14 $214K - $232K
5.78K $1.78M
AMAT
Applied Materials Inc

Technology
1.47K
+ 79.02%
$156.25 - $204.95 $230K - $302K
3.34K $683K
PLTR
Palantir Technologies Inc.

Technology
710
+ 16.26%
$130.68 - $186.97 $92.8K - $133K
5.08K $926K
MCD
Mcdonalds Corp

Consumer Cyclical
341
+ 1.77%
$291.67 - $316.99 $99.5K - $108K
19.6K $5.97M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
5.57K
New
$54.35 - $59.32 $303K - $331K
5.57K $329K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
5.08K
New
$60.96 - $64.31 $310K - $327K
5.08K $323K
STX
Seagate Technology Holdings PLC

Technology
23
+ 0.69%
$142.01 - $236.06 $3.27K - $5.43K
3.38K $797K
KEY
Keycorp

Financial Services
16.7K
New
$17.37 - $19.39 $290K - $323K
16.7K $311K
SOXX
Ishares Semiconductor ETF

ETFs
8
+ 0.08%
$236.93 - $271.12 $1.9K - $2.17K
9.43K $2.56M
AXP
American Express CO

Financial Services
586
+ 6.91%
$294.27 - $342.31 $172K - $201K
9.07K $3.01M
LLY
Eli Lilly & CO

Healthcare
601
+ 6.48%
$625.65 - $812.69 $376K - $488K
9.88K $7.54M
T
At&T Inc.

Communication Services
12.9K
+ 15.49%
$26.94 - $29.62 $347K - $381K
96K $2.71M
NKE
Nike, Inc.

Consumer Cyclical
4.36K
New
$69.24 - $79.24 $302K - $345K
4.36K $304K
SCHG
Schwab Strategic Tr Us Large C

ETFs
8.18K
+ 54.22%
$28.92 - $32.19 $236K - $263K
23.3K $742K
NYF
Ishares New York Muni Bond ETF

ETFs
5.46K
New
$51.6 - $53.44 $281K - $292K
5.46K $291K
OEF
Ishares S&P 100 ETF

ETFs
1.09K
New
N/A
1.09K $289K
XLI
Industrial Sector Spdr

ETFs
165
+ 0.42%
$147.94 - $154.99 $24.4K - $25.6K
39.1K $6.04M
PFE
Pfizer Inc

Healthcare
8.52K
+ 15.85%
$23.29 - $25.88 $198K - $221K
62.3K $1.59M
SPG
Simon Property Group Inc

Real Estate
1.51K
New
$159.93 - $187.67 $241K - $283K
1.51K $283K
IWX
Ishares Tr Russell 200 Value E

ETFs
3.11K
New
$83.04 - $87.88 $258K - $273K
3.11K $272K
RY
Royal Bank Of Canada

Financial Services
1.84K
New
$128.46 - $148.6 $237K - $274K
1.84K $271K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
3.66K
New
$70.77 - $73.59 $259K - $269K
3.66K $268K
CFG
Citizens Financial Group Inc

Financial Services
633
+ 2.31%
$46.1 - $53.65 $29.2K - $34K
28K $1.49M
SLB
Schlumberger Limited

Energy
7.63K
New
$32.37 - $37.31 $247K - $285K
7.63K $262K
IAU
Ishares Gold Trust

ETFs
3.58K
New
$61.62 - $72.77 $221K - $261K
3.58K $260K
SHOP
Shopify Inc.

Technology
367
+ 6.11%
$112.11 - $157.12 $41.1K - $57.7K
6.38K $947K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.98K
+ 52.05%
$49.43 - $54.52 $197K - $217K
11.6K $630K
KLAC
Kla Corp

Technology
64
+ 6.41%
$843.9 - $1078.6 $54K - $69K
1.06K $1.15M
BCAT
Black Rock Capital Allocation Trust

ETFs
16.9K
New
$14.56 - $15.29 $246K - $258K
16.9K $250K
BBY
Best Buy CO Inc

Consumer Cyclical
3.32K
New
$64.12 - $78.46 $213K - $260K
3.32K $250K
AZN
Astrazeneca PLC

Healthcare
3.18K
New
$68.72 - $82.11 $218K - $261K
3.18K $243K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.64K
New
$134.94 - $145.86 $221K - $239K
1.64K $238K
HUBS
Hubspot Inc

Technology
508
New
$420.79 - $560.9 $214K - $285K
508 $237K
AN
Autonation, Inc.

Consumer Cyclical
1.08K
New
$189.27 - $227.18 $204K - $244K
1.08K $235K
CL
Colgate Palmolive CO

Consumer Defensive
2.94K
New
$79.36 - $93.33 $233K - $274K
2.94K $235K
MTB
M&T Bank Corp

Financial Services
1.19K
New
$183.74 - $204.05 $218K - $242K
1.19K $234K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
7.04K
New
$29.8 - $32.29 $210K - $227K
7.04K $226K
FPE
First Tr Pfd Secs & Income ETF

ETFs
7.68K
+ 3.96%
$17.81 - $18.39 $137K - $141K
201K $3.67M
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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