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 JCI, TXMD, SAP, PEG, NWE, ADP, FBND, PCY, MNRO, WSO.
- 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
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Portfolio 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