Prosperity Consulting Group, LLC New Holdings in Q3 2025

Prosperity Consulting Group, LLC

  • $2 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
215K
New
$182.33 - $194.5 $39.1M - $41.7M
215K $41.7M
MGV
Vanguard Mega Cap Value

ETFs
297K
New
$129.46 - $137.85 $38.5M - $41M
297K $41M
ICSH
Blackrock Ultra Short Term Bon

ETFs
645K
New
$50.52 - $50.75 $32.6M - $32.8M
645K $32.8M
PRF
Invesco Exchange Traded Fd Tr

ETFs
158K
New
$42.04 - $45.23 $6.62M - $7.13M
158K $7.12M
VTHR
Vanguard Russell 3000 ETF

ETFs
19.4K
New
$272.54 - $295.85 $5.3M - $5.75M
19.4K $5.72M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
25K
New
$72.65 - $78.68 $1.81M - $1.96M
25K $1.96M
ITOT
Ishares Core S&P Total U.S. St

ETFs
12.7K
New
$135.0 - $146.02 $1.71M - $1.85M
12.7K $1.84M
SPSB
Spdr Portfolio Short Term Corp

ETFs
42K
New
$30.02 - $30.29 $1.26M - $1.27M
42K $1.27M
MGK
Vanguard Mega Cap Growth ETF

ETFs
2.75K
New
$362.31 - $405.74 $995K - $1.11M
2.75K $1.11M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
9.22K
New
$92.18 - $95.14 $850K - $877K
9.22K $877K
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
FMC
Fmc Corp

Basic Materials
20.4K
New
$33.15 - $44.45 $676K - $906K
20.4K $685K
SYK
Stryker Corp

Healthcare
1.78K
New
$368.57 - $403.53 $656K - $719K
1.78K $658K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
11.4K
New
$53.81 - $57.52 $611K - $653K
11.4K $652K
WPC
W. P. Carey Inc.

Real Estate
9.16K
New
$61.29 - $68.7 $561K - $629K
9.16K $618K
BBDC
Barings Bdc, Inc.

Financial Services
68K
New
$8.76 - $9.9 $595K - $673K
68K $595K
SYY
Sysco Corp

Consumer Defensive
6.7K
New
$76.33 - $82.51 $512K - $553K
6.7K $552K
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
VMC
Vulcan Materials CO

Basic Materials
1.62K
New
$260.62 - $307.62 $423K - $499K
1.62K $498K
ORCC
Owl Rock Capital Corp

Financial Services
33.8K
New
N/A
33.8K $452K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
44K
New
$10.17 - $11.97 $448K - $527K
44K $447K
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
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
830
New
$435.72 - $463.74 $362K - $385K
830 $384K
HGER
Harbor ETF Tr All Weather Infl
14.2K
New
$24.26 - $25.91 $344K - $367K
14.2K $365K
SCHX
Schwab Strategic Tr Us Large C

ETFs
13.3K
New
$24.46 - $26.5 $326K - $353K
13.3K $350K
KKR
Kkr & Co. Inc.

Financial Services
2.69K
New
$129.95 - $152.16 $350K - $409K
2.69K $349K
UFPT
Ufp Technologies Inc

Healthcare
1.73K
New
$190.04 - $252.55 $329K - $437K
1.73K $345K
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
KEY
Keycorp

Financial Services
16.7K
New
$17.37 - $19.39 $290K - $323K
16.7K $311K
NKE
Nike, Inc.

Consumer Cyclical
4.36K
New
$69.24 - $79.24 $302K - $345K
4.36K $304K
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
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
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
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
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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