Prosperity Consulting Group, LLC Portfolio Holdings

Prosperity Consulting Group, LLC

  • $2 Billion
  • Q3 2025

Prosperity Consulting Group, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2 Billion distributed in 491 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $248M, Ishares Tr Msci Eafe ETF with a value of $75.6M, Apple Inc. with a value of $68.4M, J P Morgan Exchange Traded Fd with a value of $64.8M, and Invesco Qqq Trust, Series 1 with a value of $61.5M.

Examining the 13F form we can see an increase of $648M in the current position value, from $1.35B to 2B.

Below you can find more details about Prosperity Consulting Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $2 Billion
ETFs: $1.34 Billion
Technology: $211 Million
Financial Services: $121 Million
Communication Services: $54.7 Million
Consumer Cyclical: $51.4 Million
Healthcare: $49 Million
Consumer Defensive: $48.3 Million
Industrials: $45.5 Million
Other: $69 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$300B
$2.98 Million 0.15% of portfolio
8,642
Q3 2025 Reduced 18.54%
$453B
$3.02 Million 0.15% of portfolio
4
Q1 2025 New
$255B
$3.01 Million 0.15% of portfolio
9,067
Q3 2025 Added 6.91%
$181B
$2.71 Million 0.14% of portfolio
95,981
Q3 2025 Added 15.49%
$42.8B
$2.75 Million 0.14% of portfolio
31,046
Q3 2025 Reduced 9.71%
$49.1B
$2.7 Million 0.14% of portfolio
2,254
Q3 2025 Added 12.87%
$170B
$2.86 Million 0.14% of portfolio
19,787
Q3 2025 Added 5.53%
$593B
$2.76 Million 0.14% of portfolio
9,824
Q3 2025 Added 16.48%
$99.7B
$2.67 Million 0.13% of portfolio
13,860
Q3 2025 Reduced 7.85%
$123B
$2.36 Million 0.12% of portfolio
44,388
Q3 2025 Reduced 21.55%
$57.5B
$2.36 Million 0.12% of portfolio
8,653
Q3 2025 Reduced 0.73%
$104B
$2.38 Million 0.12% of portfolio
35,985
Q3 2025 Reduced 1.22%
$71.6B
$2.4 Million 0.12% of portfolio
35,758
Q3 2025 Reduced 1.0%
$107B
$2.31 Million 0.12% of portfolio
3,050
Q3 2025 Reduced 9.44%
$59.7B
$2.1 Million 0.11% of portfolio
4,256
Q3 2025 Added 0.38%
$23.9B
$2.12 Million 0.11% of portfolio
15,223
Q3 2025 Reduced 19.8%
$269B
$2.22 Million 0.11% of portfolio
9,258
Q3 2025 Added 2.84%
$16.4B
$2.21 Million 0.11% of portfolio
33,053
Q3 2025 Reduced 14.93%
$150B
$2.29 Million 0.11% of portfolio
38,713
Q3 2025 Reduced 13.04%
$159B
$2.11 Million 0.11% of portfolio
4,329
Q3 2025 Reduced 18.37%
$152B
$2.27 Million 0.11% of portfolio
9,203
Q3 2025 Reduced 13.22%
$204B
$2.25 Million 0.11% of portfolio
15,998
Q3 2025 Added 15.45%
$47.8B
$1.91 Million 0.1% of portfolio
28,351
Q3 2025 Added 6.83%
$190B
$1.92 Million 0.1% of portfolio
18,914
Q3 2025 Added 3.56%
$35.1B
$2.03 Million 0.1% of portfolio
16,288
Q3 2025 Reduced 5.11%
$36B
$2.04 Million 0.1% of portfolio
70,888
Q3 2025 Reduced 5.85%
$74.3B
$2.07 Million 0.1% of portfolio
32,683
Q3 2025 Added 2.09%
$96.9B
$1.93 Million 0.1% of portfolio
4,581
Q3 2025 Reduced 5.08%
$222B
$1.97 Million 0.1% of portfolio
4,066
Q3 2025 Added 13.39%
$193B
$1.8 Million 0.09% of portfolio
4,033
Q3 2025 Added 0.47%
$265B
$1.78 Million 0.09% of portfolio
2,236
Q3 2025 Added 32.62%
$228B
$1.84 Million 0.09% of portfolio
13,746
Q3 2025 Added 3.81%
$270B
$1.72 Million 0.09% of portfolio
24,047
Q3 2025 Reduced 1.21%
$62.7B
$1.88 Million 0.09% of portfolio
22,801
Q3 2025 Added 3.72%
$98.1B
$1.9 Million 0.09% of portfolio
11,106
Q3 2025 Reduced 1.66%
$291B
$1.81 Million 0.09% of portfolio
3,800
Q3 2025 Added 17.9%
$35.1B
$1.85 Million 0.09% of portfolio
30,502
Q3 2025 Reduced 5.22%
$62.3B
$1.88 Million 0.09% of portfolio
16,729
Q3 2025 Added 1.06%
$128B
$1.84 Million 0.09% of portfolio
19,319
Q3 2025 Reduced 0.84%
$26.1B
$1.79 Million 0.09% of portfolio
11,304
Q3 2025 Reduced 1.6%
$96.4B
$1.89 Million 0.09% of portfolio
15,245
Q3 2025 Added 0.75%
$141B
$1.59 Million 0.08% of portfolio
62,297
Q3 2025 Added 15.85%
$123B
$1.6 Million 0.08% of portfolio
3,196
Q3 2025 Added 5.79%
$29.2B
$1.67 Million 0.08% of portfolio
37,497
Q3 2025 Added 0.06%
$67.6B
$1.54 Million 0.08% of portfolio
31,788
Q3 2025 Reduced 0.37%
$19.3B
$1.65 Million 0.08% of portfolio
17,667
Q3 2025 Reduced 1.95%
$258B
$1.61 Million 0.08% of portfolio
9,601
Q3 2025 Added 23.31%
$41.3B
$1.3 Million 0.07% of portfolio
15,610
Q3 2025 Added 1.1%
$15.1B
$1.48 Million 0.07% of portfolio
10,602
Q3 2025 Reduced 11.65%

Summary

  • Portfolio
  • No. of Stocks 491
  • Current Value $2 Billion
  • Prior Value $1.35 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 70 stocks
  • Additional Purchases 221 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 172 stocks
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