Prosperity Consulting Group
Latest statistics and disclosures from Prosperity Consulting Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AGG, IVV, JEPI, AAPL, QQQM, and represent 21.92% of Prosperity Consulting Group's stock portfolio.
- Added to shares of these 10 stocks: AGG (+$54M), IVV (+$28M), JEPI (+$20M), IVW (+$15M), QQQM (+$13M), SCHD (+$12M), DGRW (+$11M), AAPL (+$11M), DGS (+$10M), SDY (+$9.7M).
- Started 186 new stock positions in IEF, SMB, GILD, PH, SII, IHDG, DXCM, CMG, IEMG, TT.
- Reduced shares in these 10 stocks: JPST, AVDV, IWM, SCHA, JMST, VXF, VNQ, AVEM, SCZ, .
- Sold out of its positions in DFEB, IWO, VCSH.
- Prosperity Consulting Group was a net buyer of stock by $541M.
- Prosperity Consulting Group has $784M in assets under management (AUM), dropping by 260.46%.
- Central Index Key (CIK): 0001910398
Tip: Access up to 7 years of quarterly data
Positions held by Prosperity Consulting Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelPortfolio Holdings for Prosperity Consulting Group
Prosperity Consulting Group holds 330 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Ishares Tr Core Us Aggbd Et (AGG) | 7.2 | $57M | +2279% | 578k | 97.94 |
|
Ishares Tr Core S&p500 Etf (IVV) | 6.9 | $54M | +108% | 103k | 525.73 |
|
J P Morgan Exchange Traded F Equity Premium (JEPI) | 3.2 | $25M | +392% | 429k | 57.86 |
|
Apple (AAPL) | 2.4 | $19M | +119% | 112k | 171.48 |
|
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 2.2 | $17M | +290% | 94k | 182.69 |
|
Spdr Ser Tr S&p Divid Etf (SDY) | 2.2 | $17M | +132% | 129k | 131.24 |
|
Schwab Strategic Tr Us Dividend Eq (SCHD) | 2.1 | $16M | +310% | 203k | 80.63 |
|
Ishares Tr S&p 500 Grwt Etf (IVW) | 1.8 | $15M | NEW | 172k | 84.44 |
|
Microsoft Corporation (MSFT) | 1.6 | $13M | +35% | 30k | 420.72 |
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.4 | $11M | +128% | 218k | 50.17 |
|
Wisdomtree Tr Us Qtly Div Grt (DGRW) | 1.4 | $11M | NEW | 140k | 76.19 |
|
Amazon (AMZN) | 1.3 | $10M | +37% | 56k | 180.38 |
|
Wisdomtree Tr Emg Mkts Smcap (DGS) | 1.3 | $10M | NEW | 198k | 50.86 |
|
Ishares Tr Eafe Value Etf (EFV) | 1.2 | $9.3M | +841% | 170k | 54.40 |
|
Wisdomtree Tr Us Smallcap Divd (DES) | 1.1 | $8.7M | NEW | 266k | 32.68 |
|
Ishares Tr Rus Mdcp Val Etf (IWS) | 1.1 | $8.5M | +179% | 68k | 125.33 |
|
Ishares Tr Eafe Grwth Etf (EFG) | 1.1 | $8.3M | +1517% | 80k | 103.79 |
|
Exxon Mobil Corporation (XOM) | 1.0 | $8.0M | +843% | 69k | 116.24 |
|
Merck & Co (MRK) | 0.9 | $7.4M | +342% | 56k | 131.95 |
|
Home Depot (HD) | 0.9 | $6.8M | +356% | 18k | 383.59 |
|
Sap Se Spon Adr (SAP) | 0.9 | $6.7M | NEW | 35k | 195.03 |
|
Oneok (OKE) | 0.8 | $6.5M | NEW | 81k | 80.17 |
|
Ishares Tr Russell 2000 Etf (IWM) | 0.8 | $6.3M | -28% | 30k | 210.30 |
|
Qualcomm (QCOM) | 0.8 | $6.3M | +1925% | 37k | 169.30 |
|
McDonald's Corporation (MCD) | 0.8 | $6.3M | +257% | 22k | 281.95 |
|
JPMorgan Chase & Co. (JPM) | 0.8 | $6.1M | +16% | 31k | 200.30 |
|
Republic Services (RSG) | 0.8 | $6.1M | NEW | 32k | 191.44 |
|
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.8 | $6.0M | +385% | 45k | 136.05 |
|
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN) | 0.8 | $6.0M | NEW | 142k | 41.98 |
|
International Business Machines (IBM) | 0.8 | $5.9M | +715% | 31k | 190.96 |
|
Verizon Communications (VZ) | 0.7 | $5.8M | +290% | 138k | 41.96 |
|
Snap-on Incorporated (SNA) | 0.7 | $5.7M | +1310% | 19k | 296.23 |
|
Vanguard Specialized Funds Div App Etf (VIG) | 0.7 | $5.6M | +1650% | 31k | 182.61 |
|
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.7 | $5.5M | +386% | 48k | 114.14 |
|
Abbvie (ABBV) | 0.7 | $5.5M | +278% | 30k | 182.10 |
|
Watsco, Incorporated (WSO) | 0.7 | $5.4M | NEW | 13k | 431.97 |
|
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.7 | $5.4M | +1139% | 63k | 85.06 |
|
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG) | 0.7 | $5.4M | -9% | 146k | 37.00 |
|
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.7 | $5.4M | -23% | 109k | 49.24 |
|
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) | 0.7 | $5.1M | NEW | 102k | 50.31 |
|
Ares Management Corporation Cl A Com Stk (ARES) | 0.7 | $5.1M | NEW | 39k | 132.98 |
|
NVIDIA Corporation (NVDA) | 0.6 | $5.0M | +77% | 5.5k | 903.54 |
|
Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $4.8M | +22% | 32k | 150.93 |
|
Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.6 | $4.7M | NEW | 61k | 76.67 |
|
Relx Sponsored Adr (RELX) | 0.6 | $4.7M | NEW | 108k | 43.29 |
|
Automatic Data Processing (ADP) | 0.6 | $4.6M | NEW | 18k | 249.74 |
|
Broadcom (AVGO) | 0.6 | $4.5M | +93% | 3.4k | 1325.57 |
|
Wec Energy Group (WEC) | 0.5 | $4.3M | NEW | 52k | 82.12 |
|
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $4.2M | +93% | 13k | 337.05 |
|
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $4.2M | +20% | 10k | 420.52 |
|
Medtronic SHS (MDT) | 0.5 | $4.2M | +1594% | 48k | 87.15 |
|
Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.5 | $4.1M | NEW | 71k | 58.11 |
|
Mccormick & Co Com Non Vtg (MKC) | 0.5 | $4.0M | NEW | 53k | 76.81 |
|
Vaneck Etf Trust Vaneck Shrt Muni (SMB) | 0.5 | $4.0M | NEW | 237k | 17.02 |
|
Visa Com Cl A (V) | 0.5 | $4.0M | +11% | 14k | 279.09 |
|
Kimberly-Clark Corporation (KMB) | 0.5 | $3.9M | NEW | 30k | 129.35 |
|
Gilead Sciences (GILD) | 0.5 | $3.9M | NEW | 53k | 73.25 |
|
Procter & Gamble Company (PG) | 0.5 | $3.9M | +29% | 24k | 162.25 |
|
Unilever Spon Adr New (UL) | 0.5 | $3.8M | NEW | 75k | 50.19 |
|
Sanofi Sponsored Adr (SNY) | 0.5 | $3.7M | NEW | 77k | 48.60 |
|
Costco Wholesale Corporation (COST) | 0.5 | $3.7M | +10% | 5.1k | 732.67 |
|
Hershey Company (HSY) | 0.5 | $3.7M | NEW | 19k | 194.50 |
|
National Grid Sponsored Adr Ne (NGG) | 0.5 | $3.7M | NEW | 54k | 68.22 |
|
Texas Instruments Incorporated (TXN) | 0.5 | $3.7M | +827% | 21k | 174.21 |
|
Sony Group Corp Sponsored Adr (SONY) | 0.5 | $3.7M | NEW | 43k | 85.74 |
|
British Amern Tob Sponsored Adr (BTI) | 0.5 | $3.6M | NEW | 120k | 30.50 |
|
Air Products & Chemicals (APD) | 0.5 | $3.6M | NEW | 15k | 242.27 |
|
American Water Works (AWK) | 0.5 | $3.6M | NEW | 29k | 122.21 |
|
T. Rowe Price (TROW) | 0.5 | $3.6M | NEW | 29k | 121.92 |
|
Ishares Core Msci Emkt (IEMG) | 0.4 | $3.5M | NEW | 67k | 51.60 |
|
Simplify Exchange Traded Fun Hedged Equity (HEQT) | 0.4 | $3.4M | NEW | 128k | 26.49 |
|
Cisco Systems (CSCO) | 0.4 | $3.3M | +36% | 67k | 49.91 |
|
Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.4 | $3.3M | NEW | 74k | 45.31 |
|
Realty Income (O) | 0.4 | $3.3M | NEW | 62k | 54.10 |
|
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $3.1M | +8% | 7.0k | 443.99 |
|
Meta Platforms Cl A (META) | 0.4 | $3.1M | +131% | 6.4k | 485.62 |
|
Ishares Tr Mrning Sm Cp Etf (ISCV) | 0.4 | $3.1M | NEW | 50k | 61.20 |
|
American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.4 | $3.0M | -48% | 46k | 65.86 |
|
Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.4 | $2.9M | NEW | 18k | 164.35 |
|
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.4 | $2.9M | NEW | 33k | 87.23 |
|
American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.4 | $2.8M | NEW | 30k | 93.71 |
|
Vanguard Index Fds Extend Mkt Etf (VXF) | 0.3 | $2.7M | -33% | 16k | 175.27 |
|
Eli Lilly & Co. (LLY) | 0.3 | $2.6M | +452% | 3.4k | 777.88 |
|
American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.3 | $2.6M | -29% | 45k | 57.96 |
|
Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.3 | $2.6M | NEW | 90k | 29.02 |
|
Paypal Holdings (PYPL) | 0.3 | $2.6M | NEW | 39k | 66.99 |
|
Spdr Ser Tr Bloomberg High Y (JNK) | 0.3 | $2.6M | +774% | 27k | 95.20 |
|
Alphabet Cap Stk Cl C (GOOG) | 0.3 | $2.6M | +53% | 17k | 152.26 |
|
Ishares Tr National Mun Etf (MUB) | 0.3 | $2.5M | NEW | 23k | 107.60 |
|
World Gold Tr Spdr Gld Minis (GLDM) | 0.3 | $2.5M | NEW | 57k | 44.05 |
|
Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG) | 0.3 | $2.5M | NEW | 49k | 50.70 |
|
Caterpillar (CAT) | 0.3 | $2.5M | +27% | 6.8k | 366.43 |
|
Wisdomtree Tr Us Midcap Divid (DON) | 0.3 | $2.5M | NEW | 51k | 48.77 |
|
American Express Company (AXP) | 0.3 | $2.4M | +144% | 10k | 227.69 |
|
Shell Spon Ads (SHEL) | 0.3 | $2.3M | NEW | 34k | 67.04 |
|
Bank of America Corporation (BAC) | 0.3 | $2.3M | +12% | 60k | 37.92 |
|
Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.3 | $2.1M | NEW | 41k | 52.47 |
|
Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $2.1M | +538% | 6.1k | 346.61 |
|
Bank of New York Mellon Corporation (BK) | 0.3 | $2.1M | NEW | 36k | 57.62 |
|
Ishares Tr Grwt Allocat Etf (AOR) | 0.3 | $2.0M | NEW | 36k | 55.67 |
|
UnitedHealth (UNH) | 0.3 | $2.0M | +6% | 4.0k | 494.66 |
|
Charter Communications Inc N Cl A (CHTR) | 0.2 | $1.9M | NEW | 6.6k | 290.63 |
|
Pfizer (PFE) | 0.2 | $1.8M | +35% | 66k | 27.75 |
|
Wal-Mart Stores (WMT) | 0.2 | $1.8M | +293% | 30k | 60.17 |
|
Johnson & Johnson (JNJ) | 0.2 | $1.8M | +22% | 11k | 158.19 |
|
Ishares Tr Aggres Alloc Etf (AOA) | 0.2 | $1.7M | NEW | 24k | 73.46 |
|
Arthur J. Gallagher & Co. (AJG) | 0.2 | $1.7M | +33% | 7.0k | 250.03 |
|
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) | 0.2 | $1.7M | NEW | 30k | 58.55 |
|
Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.2 | $1.7M | NEW | 18k | 94.66 |
|
Ishares Tr Tips Bd Etf (TIP) | 0.2 | $1.7M | NEW | 16k | 107.41 |
|
Select Sector Spdr Tr Technology (XLK) | 0.2 | $1.7M | +29% | 8.3k | 208.27 |
|
Oracle Corporation (ORCL) | 0.2 | $1.7M | +26% | 14k | 125.61 |
|
Amgen (AMGN) | 0.2 | $1.7M | +6% | 6.0k | 284.34 |
|
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 0.2 | $1.5M | NEW | 74k | 20.46 |
|
Invesco Exchange Traded Fd T Large Cap Value (PWV) | 0.2 | $1.5M | NEW | 27k | 56.68 |
|
Linde SHS (LIN) | 0.2 | $1.5M | +5% | 3.1k | 464.32 |
|
Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.2 | $1.4M | NEW | 14k | 99.43 |
|
Ishares Tr Us Treas Bd Etf (GOVT) | 0.2 | $1.4M | NEW | 62k | 22.77 |
|
Coca-Cola Company (KO) | 0.2 | $1.4M | +27% | 23k | 61.18 |
|
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $1.4M | NEW | 5.4k | 260.73 |
|
Honeywell International (HON) | 0.2 | $1.4M | +4% | 6.8k | 205.24 |
|
Chevron Corporation (CVX) | 0.2 | $1.4M | +106% | 8.8k | 157.73 |
|
Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $1.3M | +74% | 17k | 79.86 |
|
Vanguard Index Fds Value Etf (VTV) | 0.2 | $1.3M | +3% | 8.2k | 162.86 |
|
Ishares Tr Msci India Etf (INDA) | 0.2 | $1.3M | NEW | 26k | 51.59 |
|
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP) | 0.2 | $1.2M | -7% | 32k | 38.19 |
|
Philip Morris International (PM) | 0.2 | $1.2M | +52% | 13k | 91.62 |
|
Walt Disney Company (DIS) | 0.1 | $1.1M | +11% | 9.1k | 122.36 |
|
1 800 Flowers Cl A (FLWS) | 0.1 | $1.1M | NEW | 102k | 10.83 |
|
Blackstone Group Inc Com Cl A (BX) | 0.1 | $1.1M | +7% | 8.3k | 131.38 |
|
Pepsi (PEP) | 0.1 | $1.1M | +23% | 6.2k | 175.02 |
|
Abbott Laboratories (ABT) | 0.1 | $1.0M | +25% | 9.2k | 113.66 |
|
General Dynamics Corporation (GD) | 0.1 | $959k | +42% | 3.4k | 282.52 |
|
At&t (T) | 0.1 | $911k | +6% | 52k | 17.60 |
|
Tesla Motors (TSLA) | 0.1 | $910k | +97% | 5.2k | 175.79 |
|
Ford Motor Company (F) | 0.1 | $896k | 68k | 13.28 |
|
|
Netflix (NFLX) | 0.1 | $884k | NEW | 1.5k | 607.33 |
|
Ameriprise Financial (AMP) | 0.1 | $876k | +5% | 2.0k | 438.48 |
|
Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $863k | -53% | 14k | 63.33 |
|
Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $853k | NEW | 7.0k | 120.98 |
|
ConocoPhillips (COP) | 0.1 | $840k | +108% | 6.6k | 127.28 |
|
Vanguard Index Fds Growth Etf (VUG) | 0.1 | $820k | +9% | 2.4k | 344.20 |
|
Mastercard Incorporated Cl A (MA) | 0.1 | $816k | +60% | 1.7k | 481.47 |
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $798k | -38% | 19k | 41.77 |
|
Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $792k | -13% | 4.4k | 179.10 |
|
Altria (MO) | 0.1 | $776k | +245% | 18k | 43.62 |
|
Parker-Hannifin Corporation (PH) | 0.1 | $765k | NEW | 1.4k | 555.81 |
|
Lockheed Martin Corporation (LMT) | 0.1 | $763k | +81% | 1.7k | 454.82 |
|
Thomson Reuters Corp. (TRI) | 0.1 | $749k | NEW | 4.8k | 155.83 |
|
Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $725k | +6% | 747.00 | 970.47 |
|
Raytheon Technologies Corp (RTX) | 0.1 | $722k | +4% | 7.4k | 97.53 |
|
Southern Company (SO) | 0.1 | $722k | +182% | 10k | 71.74 |
|
Progressive Corporation (PGR) | 0.1 | $682k | -2% | 3.3k | 206.79 |
|
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.1 | $676k | -86% | 13k | 50.45 |
|
Novagold Res Com New (NG) | 0.1 | $669k | NEW | 223k | 3.00 |
|
Prudential Financial (PRU) | 0.1 | $665k | +128% | 5.7k | 117.40 |
|
BlackRock (BLK) | 0.1 | $665k | +142% | 797.00 | 833.70 |
|
Advanced Micro Devices (AMD) | 0.1 | $659k | NEW | 3.7k | 180.49 |
|
Lowe's Companies (LOW) | 0.1 | $652k | 2.6k | 254.69 |
|
|
Constellation Energy (CEG) | 0.1 | $648k | NEW | 3.5k | 184.85 |
|
Boeing Company (BA) | 0.1 | $645k | -11% | 3.3k | 193.00 |
|
Arista Networks (ANET) | 0.1 | $639k | NEW | 2.2k | 289.98 |
|
SYSCO Corporation (SYY) | 0.1 | $632k | -5% | 7.8k | 81.18 |
|
Us Bancorp Del Com New (USB) | 0.1 | $631k | NEW | 14k | 44.70 |
|
Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $625k | +28% | 2.4k | 259.95 |
|
Eaton Corp SHS (ETN) | 0.1 | $624k | +59% | 2.0k | 312.68 |
|
MetLife (MET) | 0.1 | $616k | +141% | 8.3k | 74.11 |
|
Comcast Corp Cl A (CMCSA) | 0.1 | $610k | +91% | 14k | 43.35 |
|
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $608k | +17% | 4.1k | 147.74 |
|
salesforce (CRM) | 0.1 | $602k | NEW | 2.0k | 301.18 |
|
Superior Uniform (SGC) | 0.1 | $597k | NEW | 36k | 16.52 |
|
First Tr Exchng Traded Fd Vi Ft Vest Inte (YDEC) | 0.1 | $597k | -36% | 25k | 23.52 |
|
Intuitive Surgical Com New (ISRG) | 0.1 | $588k | NEW | 1.5k | 399.09 |
|
PNC Financial Services (PNC) | 0.1 | $587k | +38% | 3.6k | 161.60 |
|
Bristol Myers Squibb (BMY) | 0.1 | $585k | +6% | 11k | 54.23 |
|
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $583k | +14% | 3.2k | 183.87 |
|
Target Corporation (TGT) | 0.1 | $581k | +64% | 3.3k | 177.19 |
|
Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $573k | -6% | 2.0k | 287.97 |
|
CSX Corporation (CSX) | 0.1 | $570k | NEW | 15k | 37.07 |
|
Ethan Allen Interiors (ETD) | 0.1 | $570k | NEW | 17k | 34.57 |
|
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL) | 0.1 | $567k | -7% | 15k | 38.68 |
|
BP Sponsored Adr (BP) | 0.1 | $566k | NEW | 15k | 37.68 |
|
Adobe Systems Incorporated (ADBE) | 0.1 | $558k | +86% | 1.1k | 504.60 |
|
Consolidated Edison (ED) | 0.1 | $546k | +18% | 6.0k | 90.80 |
|
Patterson Companies (PDCO) | 0.1 | $546k | NEW | 20k | 27.65 |
|
Servicenow (NOW) | 0.1 | $544k | NEW | 713.00 | 762.40 |
|
3M Company (MMM) | 0.1 | $543k | NEW | 5.1k | 106.08 |
|
Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.1 | $541k | -19% | 13k | 43.04 |
|
Postal Realty Trust Cl A (PSTL) | 0.1 | $540k | NEW | 38k | 14.32 |
|
Intuit (INTU) | 0.1 | $539k | +74% | 829.00 | 650.32 |
|
O'reilly Automotive (ORLY) | 0.1 | $539k | NEW | 477.00 | 1128.88 |
|
Westwood Holdings (WHG) | 0.1 | $537k | NEW | 44k | 12.32 |
|
Boston Scientific Corporation (BSX) | 0.1 | $537k | +48% | 7.8k | 68.49 |
|
Steelcase Cl A (SCS) | 0.1 | $535k | NEW | 41k | 13.08 |
|
Old Republic International Corporation (ORI) | 0.1 | $535k | NEW | 17k | 30.72 |
|
The Trade Desk Com Cl A (TTD) | 0.1 | $531k | NEW | 6.1k | 87.42 |
|
Select Sector Spdr Tr Energy (XLE) | 0.1 | $531k | NEW | 5.6k | 94.41 |
|
Dow (DOW) | 0.1 | $520k | NEW | 9.0k | 57.93 |
|
BGSF (BGSF) | 0.1 | $520k | NEW | 50k | 10.41 |
|
ACCO Brands Corporation (ACCO) | 0.1 | $517k | NEW | 92k | 5.61 |
|
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $513k | -73% | 10k | 50.74 |
|
Emerson Electric (EMR) | 0.1 | $507k | NEW | 4.5k | 113.43 |
|
Monro Muffler Brake (MNRO) | 0.1 | $504k | NEW | 16k | 31.54 |
|
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.1 | $503k | +38% | 13k | 40.05 |
|
Select Sector Spdr Tr Financial (XLF) | 0.1 | $502k | +33% | 12k | 42.12 |
|
Applied Materials (AMAT) | 0.1 | $502k | NEW | 2.4k | 206.23 |
|
First Tr Exchng Traded Fd Vi Ft Vest Inter (YJUN) | 0.1 | $502k | -52% | 23k | 22.16 |
|
Msc Indl Direct Cl A (MSM) | 0.1 | $490k | NEW | 5.1k | 97.04 |
|
Dex (DXCM) | 0.1 | $488k | NEW | 3.5k | 138.70 |
|
TJX Companies (TJX) | 0.1 | $486k | NEW | 4.8k | 101.42 |
|
Escalade (ESCA) | 0.1 | $484k | NEW | 35k | 13.75 |
|
Sherwin-Williams Company (SHW) | 0.1 | $463k | NEW | 1.3k | 347.39 |
|
Moody's Corporation (MCO) | 0.1 | $457k | +65% | 1.2k | 393.03 |
|
Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $453k | +379% | 7.5k | 60.74 |
|
Synopsys (SNPS) | 0.1 | $452k | +77% | 791.00 | 571.50 |
|
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $447k | -10% | 5.9k | 76.36 |
|
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP) | 0.1 | $447k | 11k | 42.50 |
|
|
Janus Henderson Group Ord Shs (JHG) | 0.1 | $445k | NEW | 14k | 32.89 |
|
Ishares Tr Modert Alloc Etf (AOM) | 0.1 | $443k | NEW | 10k | 42.78 |
|
United Parcel Service CL B (UPS) | 0.1 | $443k | NEW | 3.0k | 148.64 |
|
Intel Corporation (INTC) | 0.1 | $442k | +60% | 10k | 44.17 |
|
Mondelez Intl Cl A (MDLZ) | 0.1 | $437k | -14% | 6.2k | 70.00 |
|
Novo-nordisk A S Adr (NVO) | 0.1 | $436k | NEW | 3.4k | 128.40 |
|
Compass Diversified Sh Ben Int (CODI) | 0.1 | $435k | NEW | 18k | 24.07 |
|
Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $434k | +67% | 5.2k | 84.09 |
|
Super Micro Computer (SMCI) | 0.1 | $431k | NEW | 427.00 | 1010.03 |
|
Freeport-mcmoran CL B (FCX) | 0.1 | $430k | NEW | 9.2k | 47.02 |
|
Marsh & McLennan Companies (MMC) | 0.1 | $430k | NEW | 2.1k | 206.02 |
|
Ishares Tr Conser Alloc Etf (AOK) | 0.1 | $427k | NEW | 12k | 36.82 |
|
Bitwise Bitcoin Etf Tr Shs Ben Int | 0.1 | $426k | NEW | 11k | 38.71 |
|
Prologis (PLD) | 0.1 | $421k | NEW | 3.2k | 130.22 |
|
Deere & Company (DE) | 0.1 | $406k | +27% | 988.00 | 410.83 |
|
Marriott Intl Cl A (MAR) | 0.1 | $401k | NEW | 1.6k | 252.39 |
|
Nxp Semiconductors N V (NXPI) | 0.1 | $400k | NEW | 1.6k | 247.77 |
|
Exelon Corporation (EXC) | 0.1 | $398k | NEW | 11k | 37.57 |
|
Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $397k | +74% | 5.3k | 75.40 |
|
Citigroup Com New (C) | 0.1 | $394k | NEW | 6.2k | 63.24 |
|
Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $394k | -73% | 4.6k | 86.47 |
|
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) | 0.1 | $394k | -44% | 14k | 28.91 |
|
Southwest Airlines (LUV) | 0.0 | $392k | -48% | 13k | 29.19 |
|
Fastenal Company (FAST) | 0.0 | $391k | +6% | 5.1k | 77.14 |
|
Bank of Hawaii Corporation (BOH) | 0.0 | $386k | NEW | 6.2k | 62.39 |
|
Sprott Com New (SII) | 0.0 | $384k | NEW | 10k | 36.96 |
|
Pioneer Natural Resources (PXD) | 0.0 | $383k | NEW | 1.5k | 262.50 |
|
Northwestern Energy Group In Com New (NWE) | 0.0 | $379k | NEW | 7.4k | 50.93 |
|
Wendy's/arby's Group (WEN) | 0.0 | $379k | NEW | 20k | 18.84 |
|
Proshares Tr Pshs Ultra Qqq (QLD) | 0.0 | $375k | NEW | 4.3k | 87.48 |
|
Fifth Third Ban (FITB) | 0.0 | $368k | NEW | 9.9k | 37.21 |
|
Resources Connection (RGP) | 0.0 | $366k | NEW | 28k | 13.16 |
|
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 0.0 | $363k | NEW | 7.9k | 45.94 |
|
Movado (MOV) | 0.0 | $357k | NEW | 13k | 27.93 |
|
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $356k | NEW | 3.5k | 100.54 |
|
Cintas Corporation (CTAS) | 0.0 | $355k | NEW | 516.00 | 687.39 |
|
Danaher Corporation (DHR) | 0.0 | $352k | NEW | 1.4k | 249.76 |
|
Zoetis Cl A (ZTS) | 0.0 | $351k | +59% | 2.1k | 169.19 |
|
Kinder Morgan (KMI) | 0.0 | $349k | NEW | 19k | 18.34 |
|
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $348k | NEW | 3.8k | 92.71 |
|
CVS Caremark Corporation (CVS) | 0.0 | $346k | +34% | 4.3k | 79.77 |
|
Mongodb Cl A (MDB) | 0.0 | $345k | NEW | 962.00 | 358.64 |
|
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $344k | NEW | 4.2k | 81.78 |
|
Martin Marietta Materials (MLM) | 0.0 | $342k | NEW | 557.00 | 613.94 |
|
Block Cl A (SQ) | 0.0 | $339k | NEW | 4.0k | 84.58 |
|
Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $331k | NEW | 4.1k | 80.51 |
|
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT) | 0.0 | $329k | +43% | 8.7k | 37.62 |
|
Evolution Petroleum Corporation (EPM) | 0.0 | $328k | NEW | 53k | 6.14 |
|
Darden Restaurants (DRI) | 0.0 | $328k | NEW | 2.0k | 167.15 |
|
Roper Industries (ROP) | 0.0 | $320k | NEW | 570.00 | 560.84 |
|
Public Service Enterprise (PEG) | 0.0 | $318k | NEW | 4.8k | 66.78 |
|
Johnson Ctls Intl SHS (JCI) | 0.0 | $315k | NEW | 4.8k | 65.32 |
|
Becton, Dickinson and (BDX) | 0.0 | $311k | +30% | 1.3k | 247.51 |
|
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $310k | +23% | 645.00 | 480.87 |
|
Douglas Dynamics (PLOW) | 0.0 | $308k | NEW | 13k | 24.12 |
|
Lamar Advertising Cl A (LAMR) | 0.0 | $307k | NEW | 2.6k | 119.41 |
|
Johnson Outdoors Cl A (JOUT) | 0.0 | $306k | NEW | 6.6k | 46.11 |
|
Spdr Gold Tr Gold Shs (GLD) | 0.0 | $305k | -8% | 1.5k | 205.72 |
|
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $304k | NEW | 1.6k | 191.88 |
|
Old Dominion Freight Line (ODFL) | 0.0 | $304k | NEW | 1.4k | 219.31 |
|
General Electric Com New (GE) | 0.0 | $300k | NEW | 1.7k | 175.55 |
|
Waste Management (WM) | 0.0 | $291k | NEW | 1.4k | 213.22 |
|
Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.0 | $291k | NEW | 2.9k | 100.91 |
|
Bar Harbor Bankshares (BHB) | 0.0 | $289k | NEW | 11k | 26.48 |
|
Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $288k | +9% | 1.3k | 228.56 |
|
Colgate-Palmolive Company (CL) | 0.0 | $281k | NEW | 3.1k | 90.06 |
|
Nike CL B (NKE) | 0.0 | $275k | NEW | 2.9k | 93.97 |
|
Wells Fargo & Company (WFC) | 0.0 | $269k | NEW | 4.6k | 57.96 |
|
Starbucks Corporation (SBUX) | 0.0 | $268k | NEW | 2.9k | 91.39 |
|
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC) | 0.0 | $265k | 6.4k | 41.21 |
|
|
American Electric Power Company (AEP) | 0.0 | $263k | NEW | 3.1k | 86.10 |
|
Bondbloxx Etf Trust Bloomberg One Yr (XONE) | 0.0 | $263k | NEW | 5.3k | 49.63 |
|
Bridgewater Bancshares (BWB) | 0.0 | $259k | 22k | 11.64 |
|
|
Eastman Chemical Company (EMN) | 0.0 | $255k | NEW | 2.5k | 100.22 |
|
Duke Energy Corp Com New (DUK) | 0.0 | $251k | NEW | 2.6k | 96.71 |
|
Orix Corp Sponsored Adr (IX) | 0.0 | $250k | NEW | 2.3k | 110.20 |
|
Palantir Technologies Cl A (PLTR) | 0.0 | $250k | NEW | 11k | 23.01 |
|
Williams Companies (WMB) | 0.0 | $248k | NEW | 6.4k | 38.97 |
|
Palo Alto Networks (PANW) | 0.0 | $246k | NEW | 867.00 | 284.13 |
|
Select Sector Spdr Tr Indl (XLI) | 0.0 | $245k | NEW | 1.9k | 125.95 |
|
Chubb (CB) | 0.0 | $241k | NEW | 928.00 | 259.13 |
|
Nucor Corporation (NUE) | 0.0 | $238k | NEW | 1.2k | 197.93 |
|
Cme (CME) | 0.0 | $237k | NEW | 1.1k | 215.29 |
|
Dominion Resources (D) | 0.0 | $234k | -8% | 4.7k | 49.19 |
|
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.0 | $231k | NEW | 15k | 15.21 |
|
Crown Castle Intl (CCI) | 0.0 | $229k | NEW | 2.2k | 105.83 |
|
Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $228k | NEW | 88k | 2.59 |
|
Spdr Ser Tr SPDR S&P1500VL (VLU) | 0.0 | $225k | -33% | 1.3k | 175.34 |
|
Ralph Lauren Corp Cl A (RL) | 0.0 | $220k | NEW | 1.2k | 187.76 |
|
Trane Technologies SHS (TT) | 0.0 | $215k | NEW | 716.00 | 300.20 |
|
Micron Technology (MU) | 0.0 | $213k | NEW | 1.8k | 117.89 |
|
American Tower Reit (AMT) | 0.0 | $212k | NEW | 1.1k | 197.65 |
|
Jacobs Engineering Group (J) | 0.0 | $211k | NEW | 1.4k | 153.73 |
|
Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.0 | $207k | NEW | 2.0k | 101.59 |
|
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC) | 0.0 | $206k | NEW | 8.3k | 24.85 |
|
Ishares Tr High Yld Systm B (HYDB) | 0.0 | $206k | NEW | 4.4k | 46.72 |
|
Chipotle Mexican Grill (CMG) | 0.0 | $204k | NEW | 70.00 | 2906.77 |
|
McKesson Corporation (MCK) | 0.0 | $202k | NEW | 377.00 | 536.85 |
|
Crispr Therapeutics Namen Akt (CRSP) | 0.0 | $202k | NEW | 3.0k | 68.16 |
|
Elf Beauty (ELF) | 0.0 | $202k | NEW | 1.0k | 196.03 |
|
Dimensional Etf Trust Intl Small Cap E (DFIS) | 0.0 | $201k | NEW | 8.0k | 25.06 |
|
Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $200k | NEW | 1.7k | 117.24 |
|
Huntington Bancshares Incorporated (HBAN) | 0.0 | $191k | NEW | 14k | 13.95 |
|
Thornburg Income Builder (TBLD) | 0.0 | $162k | NEW | 10k | 16.17 |
|
Sprott Physical Silver Tr Tr Unit (PSLV) | 0.0 | $133k | NEW | 16k | 8.29 |
|
Perception Capital Corp Iii Class A Ord Shs (PFTA) | 0.0 | $132k | NEW | 12k | 10.72 |
|
Vodafone Group Sponsored Adr (VOD) | 0.0 | $109k | -41% | 12k | 8.90 |
|
Fs Credit Opportunities Corp Common Stock (FSCO) | 0.0 | $93k | NEW | 16k | 5.93 |
|
Therapeuticsmd Com New (TXMD) | 0.0 | $56k | NEW | 25k | 2.29 |
|
Gerdau Sa Spon Adr Rep Pfd (GGB) | 0.0 | $53k | NEW | 12k | 4.42 |
|
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) | 0.0 | $41k | +382% | 118k | 0.34 |
|
Ginkgo Bioworks Holdings Cl A Shs (DNA) | 0.0 | $23k | NEW | 20k | 1.16 |
|
New Gold Inc Cda (NGD) | 0.0 | $19k | NEW | 11k | 1.70 |
|
Past Filings by Prosperity Consulting Group
SEC 13F filings are viewable for Prosperity Consulting Group going back to 2021
- Prosperity Consulting Group 2024 Q1 filed May 1, 2024
- Prosperity Consulting Group 2023 Q3 filed Nov. 14, 2023
- Prosperity Consulting Group 2023 Q2 filed July 25, 2023
- Prosperity Consulting Group 2023 Q1 filed April 24, 2023
- Prosperity Consulting Group 2022 Q4 filed Feb. 8, 2023
- Prosperity Consulting Group 2022 Q3 filed Oct. 17, 2022
- Prosperity Consulting Group 2022 Q2 filed July 25, 2022
- Prosperity Consulting Group 2022 Q1 filed April 19, 2022
- Prosperity Consulting Group 2021 Q4 filed Feb. 10, 2022