Prosperity Consulting Group, LLC Reduced Holdings in Q3 2025

Prosperity Consulting Group, LLC

  • $2 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-4.68K
- 49.15%
$47.96 - $50.54 $224K - $236K
4.84K $244K
IEF
Ishares Barclays

ETFs
-2.2K
- 24.38%
$93.91 - $97.26 $206K - $214K
6.81K $657K
PBJ
Invesco Exchange Traded Fd Tr

ETFs
-3.81K
- 27.49%
$45.19 - $48.95 $172K - $187K
10.1K $461K
KMB
Kimberly Clark Corp

Consumer Defensive
-877
- 5.11%
$121.72 - $136.77 $107K - $120K
16.3K $2.03M
HWM
Howmet Aerospace Inc.

Industrials
-1.18K
- 25.26%
$171.0 - $196.23 $201K - $231K
3.48K $682K
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-4.45K
- 36.59%
$44.4 - $46.72 $198K - $208K
7.72K $360K
TT
Trane Technologies PLC

Industrials
-245
- 5.08%
$398.96 - $472.54 $97.7K - $116K
4.58K $1.93M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-4.07K
- 5.17%
$42.75 - $43.37 $174K - $176K
74.6K $3.23M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-2.25K
- 3.26%
$78.11 - $79.07 $175K - $178K
66.6K $5.26M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-9.36K
- 23.4%
$20.22 - $21.71 $189K - $203K
30.6K $660K
PGR
Progressive Corp

Financial Services
-281
- 7.34%
$238.61 - $264.3 $67K - $74.3K
3.55K $875K
NOC
Northrop Grumman Corp

Industrials
-553
- 30.5%
$498.9 - $609.32 $276K - $337K
1.26K $767K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-15.2K
- 7.8%
$31.31 - $34.54 $475K - $524K
179K $6.03M
VEEV
Veeva Systems Inc

Healthcare
-487
- 42.02%
$269.2 - $297.91 $131K - $145K
672 $200K
IP
International Paper CO

Consumer Cyclical
-2.51K
- 11.72%
$45.32 - $55.68 $114K - $140K
18.9K $877K
VXF
Vanguard Extended Market ETF

ETFs
-951
- 21.63%
$193.58 - $213.07 $184K - $203K
3.45K $721K
TXN
Texas Instruments Inc

Technology
-626
- 3.13%
N/A
19.3K $3.76M
IWM
Ishares Russell 2000 ETF

ETFs
-3.5K
- 12.57%
$214.92 - $244.84 $753K - $858K
24.4K $5.9M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-4.91K
- 20.39%
$22.64 - $23.22 $111K - $114K
19.2K $443K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-920
- 28.07%
$132.9 - $142.03 $122K - $131K
2.36K $332K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-3.97K
- 3.75%
$136.48 - $142.97 $542K - $568K
102K $14.3M
APD
Air Products & Chemicals, Inc.

Basic Materials
-64
- 0.73%
$265.78 - $299.3 $17K - $19.2K
8.65K $2.36M
GILD
Gilead Sciences, Inc.

Healthcare
-559
- 1.9%
$108.22 - $120.47 $60.5K - $67.3K
28.8K $3.2M
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-1.75K
- 21.74%
$41.02 - $43.2 $71.6K - $75.4K
6.28K $271K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-2.89K
- 6.65%
$50.02 - $53.28 $144K - $154K
40.5K $2.12M
EW
Edwards Lifesciences Corp

Healthcare
-663
- 15.4%
$73.75 - $81.83 $48.9K - $54.3K
3.64K $283K
VIG
Vanguard Dividend Appreciation

ETFs
-292
- 0.87%
N/A
33.1K $6.03M
BP
Bp PLC

Energy
-7.75K
- 16.34%
$30.25 - $35.69 $234K - $277K
39.7K $1.37M
ISCV
Ishares Morningstar Small Cap

ETFs
-4.23K
- 9.58%
$61.33 - $67.87 $260K - $287K
40K $2.66M
AVDX
Avid Xchange Holdings, Inc.

Technology
-5.53K
- 10.55%
$9.82 - $9.97 $54.3K - $55.1K
46.9K $466K
INDA
Ishares Msci India Index Fund

ETFs
-375
- 5.04%
$51.98 - $55.84 $19.5K - $20.9K
7.07K $368K
AOK
Ishares Tr Core Conservative A

ETFs
-1.48K
- 10.87%
$38.64 - $40.17 $57K - $59.3K
12.1K $486K
VCIT
Vanguard Intermediate Term Cor

ETFs
-584
- 14.16%
$81.75 - $84.54 $47.7K - $49.4K
3.54K $297K
YJUN
First Tr Exchange Traded Fd Vi
-2.05K
- 15.58%
$24.2 - $25.07 $49.6K - $51.4K
11.1K $278K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-7K
- 8.46%
$11.15 - $11.87 $78K - $83K
75.6K $877K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-698
- 3.87%
$59.81 - $60.11 $41.7K - $42K
17.3K $1.04M
MELI
Mercadolibre Inc

Consumer Cyclical
-3
- 2.5%
$2292.04 - $2514.05 $6.88K - $7.54K
117 $273K
PH
Parker Hannifin Corp

Industrials
-318
- 9.44%
$697.13 - $769.67 $222K - $245K
3.05K $2.31M
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
-1.24K
- 10.97%
$42.16 - $43.5 $52.1K - $53.8K
10K $436K
TGT
Target Corp

Consumer Defensive
-144
- 5.27%
$86.56 - $107.43 $12.5K - $15.5K
2.59K $232K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-6.48K
- 6.22%
$84.28 - $89.46 $546K - $580K
97.8K $8.7M
EPM
Evolution Petroleum Corp

Energy
-6.45K
- 21.6%
$4.65 - $5.47 $30K - $35.3K
23.4K $113K
RFG
Invesco Exchange Traded Fd Tr

ETFs
-2.3K
- 5.27%
$48.87 - $51.69 $112K - $119K
41.3K $2.1M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-1.89K
- 6.53%
$87.69 - $96.0 $165K - $181K
27K $2.54M
BMY
Bristol Myers Squibb CO

Healthcare
-145
- 1.85%
$43.31 - $48.98 $6.28K - $7.1K
7.69K $346K
DMAR
First Tr Ex Tr Viii Cboe Vest
-551
- 8.82%
$39.59 - $40.77 $21.8K - $22.5K
5.7K $232K
BR
Broadridge Financial Solutions, Inc.

Technology
-40
- 4.47%
$233.75 - $266.89 $9.35K - $10.7K
854 $203K
EMR
Emerson Electric CO

Industrials
-33
- 1.07%
$128.6 - $149.63 $4.24K - $4.94K
3.04K $398K
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
-390
- 8.07%
$49.98 - $52.24 $19.5K - $20.4K
4.44K $231K
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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