Prosperity Consulting Group, LLC Sells in Q3 2025

Prosperity Consulting Group, LLC

  • $2 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
OMF
One Main Holdings, Inc.

Financial Services
-111
- 2.0%
$55.61 - $62.61 $6.17K - $6.95K
5.43K $306K
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
-559
- 6.53%
$40.28 - $42.14 $22.5K - $23.6K
8K $337K
OVBC
Ohio Valley Banc Corp

Financial Services
-5.62K
- 13.93%
$31.61 - $38.95 $178K - $219K
34.7K $1.29M
TOWN
Towne Bank (Va)

Financial Services
-354
- 2.93%
$34.49 - $37.64 $12.2K - $13.3K
11.7K $406K
XOM
Exxon Mobil Corp

Energy
-3.18K
- 4.47%
$105.83 - $117.22 $337K - $373K
67.9K $7.66M
PTH
Invesco Exchange Traded Fd Tr

ETFs
-940
- 13.39%
$37.13 - $44.08 $34.9K - $41.4K
6.08K $268K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-380
- 1.37%
$49.05 - $49.99 $18.6K - $19K
27.3K $1.36M
HCA
Hca Healthcare, Inc.

Healthcare
-866
- 10.19%
$334.32 - $426.2 $290K - $369K
7.63K $3.25M
EPR
Epr Properties

Real Estate
-30
- 0.56%
$52.58 - $61.21 $1.58K - $1.84K
5.37K $311K
SO
Southern CO

Utilities
-429
- 3.27%
$90.83 - $96.0 $39K - $41.2K
12.7K $1.2M
BHB
Bar Harbor Bankshares

Financial Services
-234
- 2.66%
$28.64 - $32.84 $6.7K - $7.68K
8.57K $261K
OC
Owens Corning

Industrials
-49
- 3.31%
$136.56 - $157.69 $6.69K - $7.73K
1.43K $202K
First Tr Exchng Traded Fd Vi
-750
- 12.3%
N/A
5.35K $0
O
Realty Income Corp

Real Estate
-1.68K
- 5.22%
$56.13 - $60.79 $94.3K - $102K
30.5K $1.85M
OGE
Oge Energy Corp.

Utilities
-191
- 3.92%
$43.46 - $46.27 $8.3K - $8.84K
4.69K $216K
Grail Inc
-687
- 15.04%
N/A
3.88K $0
DAUG
First Tr ETF Viii Cboe Vest Us
-42.6K
- 36.67%
N/A
73.5K $0
FJAN
First Exc Trd Viii Cboe Vest U
-48.3K
- 68.83%
N/A
21.9K $0
First Tr Exchng Traded Fd Vi
-133
- 2.35%
N/A
5.52K $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
-1.51K
- 21.06%
N/A
5.64K $0
PSTL
Postal Realty Trust, Inc.

Real Estate
-439
- 3.79%
$13.7 - $16.35 $6.01K - $7.18K
11.2K $175K
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-356
- 4.55%
$44.76 - $47.49 $15.9K - $16.9K
7.46K $354K
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
-258
- 3.18%
$28.52 - $30.48 $7.36K - $7.86K
7.86K $231K
SHEL
Shell PLC

Energy
-295
- 1.21%
$69.82 - $73.93 $20.6K - $21.8K
24K $1.72M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-480
- 4.09%
$49.0 - $51.91 $23.5K - $24.9K
11.3K $584K
AVDV
American Centy ETF Tr Avantis

ETFs
-1.13K
- 10.0%
$79.24 - $89.03 $89.1K - $100K
10.1K $901K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-652
- 2.26%
$45.4 - $47.61 $29.6K - $31K
28.2K $1.34M
ENB
Enbridge Inc

Energy
-365
- 5.9%
$43.79 - $50.46 $16K - $18.4K
5.83K $293K
WHG
Westwood Holdings Group Inc

Financial Services
-277
- 1.65%
$15.37 - $18.76 $4.26K - $5.2K
16.5K $277K
NEE
Nextera Energy Inc

Utilities
-1.07K
- 6.5%
$69.77 - $77.54 $74.6K - $82.9K
15.4K $1.16M
SRE
Sempra Energy

Utilities
-1.18K
- 12.78%
$74.14 - $89.98 $87.2K - $106K
8.03K $722K
ATO
Atmos Energy Corp

Utilities
-1
- 0.06%
$151.51 - $170.75 $152 - $171
1.7K $290K
ORI
Old Republic International Corp

Financial Services
-13
- 0.17%
$35.74 - $42.47 $465 - $552
7.75K $329K
HPQ
Hp Inc

Technology
-218
- 1.61%
$24.45 - $29.35 $5.33K - $6.4K
13.3K $361K
HOOD
Robinhood Markets, Inc.

Technology
-580
- 23.21%
$91.27 - $143.18 $52.9K - $83K
1.92K $274K
FTCS
First Trust Capital Strength E

ETFs
-171
- 0.8%
$89.72 - $93.74 $15.3K - $16K
21.2K $1.99M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-50
- 0.24%
$53.62 - $55.95 $2.68K - $2.8K
20.6K $1.15M
ROBO
Robo Global Robotics And Autom

ETFs
-90
- 1.06%
$59.49 - $67.23 $5.35K - $6.05K
8.42K $552K
JHG
Janus Henderson Group PLC

Financial Services
-76
- 0.89%
$39.46 - $45.37 $3K - $3.45K
8.49K $377K
VBK
Vanguard Small Cap Growth ETF

ETFs
-124
- 3.14%
$276.51 - $305.12 $34.3K - $37.8K
3.82K $1.14M
AVEM
American Centy ETF Tr Avantis

ETFs
-2.73K
- 7.18%
$68.33 - $75.41 $186K - $206K
35.3K $2.65M
FXH
First Tr Exchange Trd Fd Healt

ETFs
-354
- 2.43%
$98.56 - $110.68 $34.9K - $39.2K
14.2K $1.56M
MRK
Merck & Co., Inc.

Healthcare
-1.9K
- 4.33%
$77.6 - $87.37 $148K - $166K
42K $3.53M
EMLP
First Tr Exchange Traded Iv

ETFs
-156
- 0.2%
$36.99 - $38.38 $5.77K - $5.99K
76.3K $2.92M
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-350
- 1.02%
$41.73 - $43.77 $14.6K - $15.3K
34K $1.49M
FEX
First Tr Large Cap Core Alphde

ETFs
-133
- 1.25%
$110.0 - $117.08 $14.6K - $15.6K
10.5K $1.23M
WEC
Wec Energy Group, Inc.

Utilities
-2.16K
- 7.12%
$103.66 - $114.59 $224K - $248K
28.2K $3.24M
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
-217
- 2.47%
$32.78 - $42.61 $7.11K - $9.25K
8.57K $359K
CINF
Cincinnati Financial Corp

Financial Services
-184
- 1.6%
$145.8 - $158.1 $26.8K - $29.1K
11.3K $1.79M
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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