Prosperity Consulting Group, LLC Incresed Positions in Q3 2025

Prosperity Consulting Group, LLC

  • $2 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
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
IDEV
Ishares Core Msci Intl Develop

ETFs
7.79K
+ 62.71%
$74.68 - $80.26 $582K - $625K
20.2K $1.62M
CB
Chubb LTD

Financial Services
2.36K
+ 131.22%
$265.99 - $289.59 $628K - $684K
4.16K $1.17M
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
FBND
Fidelity Merrimack Str Tr Tota

ETFs
12.2K
+ 12.88%
$45.26 - $46.63 $552K - $569K
107K $4.94M
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
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
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
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
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
IWP
Ishares Russell Mid Cap Growth

ETFs
1.76K
+ 3.26%
$137.51 - $145.26 $241K - $255K
55.6K $7.92M
APH
Amphenol Corp

Technology
3.03K
+ 128.88%
$97.39 - $125.4 $295K - $380K
5.38K $665K
XLP
Consumer Staples Sector Spdr

ETFs
5.69K
+ 18.05%
N/A
37.2K $2.83M
MDLZ
Mondelez International, Inc.

Consumer Defensive
7.36K
+ 127.65%
$60.9 - $70.75 $448K - $521K
13.1K $819K
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
GE
General Electric CO

Industrials
906
+ 35.49%
$244.75 - $305.63 $222K - $277K
3.46K $1.04M
C
Citigroup Inc

Financial Services
651
+ 3.56%
$85.57 - $103.49 $55.7K - $67.4K
18.9K $1.92M
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
STX
Seagate Technology Holdings PLC

Technology
23
+ 0.69%
$142.01 - $236.06 $3.27K - $5.43K
3.38K $797K
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
T
At&T Inc.

Communication Services
12.9K
+ 15.49%
$26.94 - $29.62 $347K - $381K
96K $2.71M
LLY
Eli Lilly & CO

Healthcare
601
+ 6.48%
$625.65 - $812.69 $376K - $488K
9.88K $7.54M
SCHG
Schwab Strategic Tr Us Large C

ETFs
8.18K
+ 54.22%
$28.92 - $32.19 $236K - $263K
23.3K $742K
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
CFG
Citizens Financial Group Inc

Financial Services
633
+ 2.31%
$46.1 - $53.65 $29.2K - $34K
28K $1.49M
SHOP
Shopify Inc.

Technology
367
+ 6.11%
$112.11 - $157.12 $41.1K - $57.7K
6.38K $947K
KLAC
Kla Corp

Technology
64
+ 6.41%
$843.9 - $1078.6 $54K - $69K
1.06K $1.15M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.98K
+ 52.05%
$49.43 - $54.52 $197K - $217K
11.6K $630K
FPE
First Tr Pfd Secs & Income ETF

ETFs
7.68K
+ 3.96%
$17.81 - $18.39 $137K - $141K
201K $3.67M
SLV
I Shares Silver Trust

ETFs
739
+ 3.67%
$32.73 - $42.5 $24.2K - $31.4K
20.9K $885K
MU
Micron Technology Inc

Technology
753
+ 36.46%
$104.88 - $168.89 $79K - $127K
2.82K $471K
NSC
Norfolk Southern Corp

Industrials
391
+ 18.48%
$259.49 - $300.41 $101K - $117K
2.51K $753K
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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