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Prosperity Consulting Group

Latest statistics and disclosures from Prosperity Consulting Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, EFA, QQQ, JEPI, AAPL, and represent 27.65% of Prosperity Consulting Group's stock portfolio.
Added to shares of these 10 stocks: IVV (+$42M), XLK (+$18M), EFA (+$18M), QQQ (+$14M), MGV (+$10M), QUAL (+$9.8M), IWY (+$9.2M), JEPI (+$8.3M), ICSH (+$7.6M), VO (+$6.6M).
Started 42 new stock positions in EWJ, RGP, EWU, EPP, ALNY, RSPT, REGN, SCHW, COPX, MBB.
Reduced shares in these 10 stocks: SCHD, VTWO, Unilever, TSM, CTAS, GLDM, , FITB, SCHA, HD.
Sold out of its positions in AVDX, BITB, HRB, XHLF, CMG, DD, EBC, ETD, FMC, DMAY.
Prosperity Consulting Group was a net buyer of stock by $188M.
Prosperity Consulting Group has $2.2B in assets under management (AUM), dropping by 9.59%.
Central Index Key (CIK): 0001910398

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Portfolio Holdings for Prosperity Consulting Group

Prosperity Consulting Group holds 503 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Prosperity Consulting Group has 503 total positions. Only the first 250 positions are shown.

Sign up to view all of the Prosperity Consulting Group Dec. 31, 2025 positions
Download the Prosperity Consulting Group December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	13.3	$296M	+16%	432k	684.94	View chart
Ishares Tr Msci Eafe Etf (EFA)	4.3	$96M	+22%	996k	96.03	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.5	$77M	+22%	125k	614.31	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	3.3	$73M	+12%	1.3M	57.24	View chart
Apple (AAPL)	3.3	$73M		269k	271.86	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	2.5	$56M	+19%	201k	276.94	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.4	$52M	+22%	264k	198.62	View chart
Vanguard World Mega Cap Val Etf (MGV)	2.3	$52M	+24%	370k	141.16	View chart
Ishares Tr Eafe Value Etf (EFV)	1.8	$41M	+18%	568k	71.41	View chart
Ishares Tr Ultra Short Dur (ICSH)	1.8	$40M	+23%	795k	50.58	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.7	$38M	-2%	381k	99.88	View chart
Select Sector Spdr Tr State Street Tec (XLK)	1.6	$37M	+96%	254k	143.97	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.6	$36M	+3%	53k	681.92	View chart
Microsoft Corporation (MSFT)	1.6	$36M	+2%	74k	483.62	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.5	$33M	+25%	112k	290.22	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.4	$31M		124k	252.92	View chart
NVIDIA Corporation (NVDA)	1.4	$30M	+5%	161k	186.50	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	1.3	$30M	+21%	860k	34.26	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$23M	+8%	73k	313.00	View chart
Amazon (AMZN)	1.0	$23M	+8%	98k	230.82	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$20M		39k	502.65	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.9	$20M	-13%	711k	27.43	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.9	$19M		154k	123.26	View chart
Broadcom (AVGO)	0.8	$17M	+2%	50k	346.10	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.8	$17M		312k	53.88	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.7	$16M	+10%	111k	141.05	View chart
JPMorgan Chase & Co. (JPM)	0.7	$15M	-3%	47k	322.22	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.7	$15M	-2%	126k	117.72	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$15M	+4%	47k	313.80	View chart
Spdr Series Trust State Street Spd (SDY)	0.6	$14M	-3%	98k	139.16	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.6	$13M		241k	54.77	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.6	$13M	-5%	256k	50.59	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.6	$13M	+94%	106k	119.41	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.6	$13M	-3%	81k	154.80	View chart
First Tr Exchange-traded SHS (FVD)	0.5	$11M		234k	46.08	View chart
Eli Lilly & Co. (LLY)	0.5	$11M		10k	1074.66	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.5	$11M	+37%	76k	136.94	View chart
Fidelity Covington Trust Enhanced Mid (FMDE)	0.5	$10M	+22%	284k	36.38	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.5	$10M	+2%	88k	113.92	View chart
Visa Com Cl A (V)	0.4	$9.9M	-2%	28k	350.71	View chart
Ishares Tr Core Div Grwth (DGRO)	0.4	$9.8M		141k	69.42	View chart
Meta Platforms Cl A (META)	0.4	$9.7M	+5%	15k	660.07	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$9.4M	+8%	105k	89.46	View chart
Costco Wholesale Corporation (COST)	0.4	$9.3M	-4%	11k	862.38	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$9.2M		148k	62.47	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.4	$9.2M	+2%	59k	156.63	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$8.9M	+14%	19k	473.30	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.4	$8.7M		97k	89.43	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.4	$8.2M	+42%	157k	52.41	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.4	$8.0M	+7%	170k	46.92	View chart
Wal-Mart Stores (WMT)	0.3	$7.6M		68k	111.41	View chart
International Business Machines (IBM)	0.3	$7.5M	-3%	25k	296.21	View chart
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)	0.3	$7.3M	+25%	24k	300.33	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$7.3M		33k	219.78	View chart
Exxon Mobil Corporation (XOM)	0.3	$7.2M	-11%	60k	120.34	View chart
Home Depot (HD)	0.3	$7.1M	-13%	21k	344.09	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.3	$6.9M	+4%	729k	9.53	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.3	$6.9M	+9%	136k	50.94	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$6.9M		17k	396.31	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.3	$6.8M	+6%	76k	89.56	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$6.6M	+21%	62k	107.11	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$6.5M	+5%	96k	67.22	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.3	$6.4M	-14%	107k	60.17	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.3	$6.4M	-4%	112k	57.24	View chart
Abbvie (ABBV)	0.3	$6.1M		27k	228.49	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.3	$6.1M		39k	155.12	View chart
First Tr Exchange-traded SHS (FDL)	0.3	$5.9M		134k	44.34	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.3	$5.8M	+21%	61k	96.27	View chart
McDonald's Corporation (MCD)	0.3	$5.8M	-3%	19k	305.63	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$5.8M	+9%	73k	78.81	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.3	$5.7M	-26%	19k	303.89	View chart
Bank of New York Mellon Corporation (BK)	0.2	$5.6M		48k	116.09	View chart
Tesla Motors (TSLA)	0.2	$5.5M	+12%	12k	449.72	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.2	$5.5M	-8%	165k	33.45	View chart
Spdr Series Trust State Street Spd (BILS)	0.2	$5.5M	+15%	55k	99.22	View chart
Coca-Cola Company (KO)	0.2	$5.5M	-3%	78k	69.91	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$5.4M	-9%	22k	246.16	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$5.3M	+8%	116k	46.04	View chart
Qualcomm (QCOM)	0.2	$5.3M	+5%	31k	171.05	View chart
Cisco Systems (CSCO)	0.2	$5.2M	+4%	67k	77.03	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$5.1M	-5%	18k	279.14	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.2	$5.0M	+11%	76k	65.01	View chart
Bank of America Corporation (BAC)	0.2	$4.5M	+6%	82k	55.00	View chart
Sap Se Spon Adr (SAP)	0.2	$4.5M	-2%	19k	242.91	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$4.5M	-8%	37k	121.75	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.2	$4.5M	+113%	106k	42.69	View chart
Oneok (OKE)	0.2	$4.5M	+4%	61k	73.50	View chart
Merck & Co (MRK)	0.2	$4.4M		42k	105.26	View chart
Snap-on Incorporated (SNA)	0.2	$4.2M	-3%	12k	344.61	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$4.1M	+18%	55k	74.07	View chart
Johnson & Johnson (JNJ)	0.2	$4.1M	+10%	20k	206.95	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.2	$4.0M	-2%	25k	161.63	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$4.0M	+4%	21k	190.99	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$4.0M	+84%	19k	210.34	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.2	$3.9M	-9%	85k	46.29	View chart
Verizon Communications (VZ)	0.2	$3.9M	-9%	95k	40.73	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.2	$3.8M	+3%	208k	18.22	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$3.8M	+25%	5.00	754800.00	View chart
Procter & Gamble Company (PG)	0.2	$3.6M		25k	143.31	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$3.6M	+67%	11k	335.26	View chart
Mastercard Incorporated Cl A (MA)	0.2	$3.6M	-5%	6.3k	570.85	View chart
Gilead Sciences (GILD)	0.2	$3.6M		29k	122.74	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$3.6M		54k	66.00	View chart
Philip Morris International (PM)	0.2	$3.5M	-4%	22k	160.40	View chart
American Express Company (AXP)	0.2	$3.4M		9.2k	369.96	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$3.4M	+5%	78k	42.87	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$3.3M	+99%	40k	82.48	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$3.3M	-44%	33k	99.52	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$3.2M	+31%	5.1k	627.09	View chart
TJX Companies (TJX)	0.1	$3.2M	+5%	21k	153.61	View chart
Waste Management (WM)	0.1	$3.2M		15k	219.71	View chart
Automatic Data Processing (ADP)	0.1	$3.2M		12k	257.24	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$3.1M	+63%	21k	148.69	View chart
Texas Instruments Incorporated (TXN)	0.1	$3.1M	-8%	18k	173.49	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.1	$3.0M	+3%	39k	77.68	View chart
Nasdaq Omx (NDAQ)	0.1	$3.0M		31k	97.13	View chart
Wec Energy Group (WEC)	0.1	$3.0M		28k	105.46	View chart
Valero Energy Corporation (VLO)	0.1	$2.9M		18k	162.79	View chart
Hca Holdings (HCA)	0.1	$2.9M	-17%	6.3k	466.83	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$2.9M	+17%	11k	268.30	View chart
Watsco, Incorporated (WSO)	0.1	$2.9M	-10%	8.6k	336.95	View chart
Parker-Hannifin Corporation (PH)	0.1	$2.9M	+6%	3.3k	878.96	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$2.8M	-2%	75k	37.87	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)	0.1	$2.8M	-13%	63k	44.34	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$2.8M		9.3k	301.16	View chart
Thermo Fisher Scientific (TMO)	0.1	$2.8M	+16%	4.8k	579.51	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$2.7M	+12%	41k	67.13	View chart
Republic Services (RSG)	0.1	$2.7M	-2%	13k	211.92	View chart
Ishares Msci Eurzone Etf (EZU)	0.1	$2.6M	NEW	41k	64.10	View chart
Relx Sponsored Adr (RELX)	0.1	$2.6M	-3%	65k	40.42	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$2.6M	-5%	33k	77.02	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$2.6M	+119%	49k	52.77	View chart
Ishares Tr Mrning Sm Cp Etf (ISCV)	0.1	$2.5M	-6%	37k	68.50	View chart
British Amern Tob Sponsored Adr (BTI)	0.1	$2.5M		45k	56.62	View chart
Intuitive Surgical Com New (ISRG)	0.1	$2.5M	+8%	4.4k	566.36	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$2.5M	-7%	14k	177.38	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$2.5M	-16%	9.5k	258.78	View chart
Caterpillar (CAT)	0.1	$2.4M	+11%	4.3k	572.90	View chart
Spdr Series Trust State Street Spd (SLYG)	0.1	$2.4M	-4%	26k	94.19	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$2.4M		34k	71.42	View chart
Cintas Corporation (CTAS)	0.1	$2.4M	-36%	13k	188.07	View chart
Marsh & McLennan Companies	0.1	$2.4M	-21%	13k	185.52	View chart
At&t (T)	0.1	$2.3M		94k	24.84	View chart
S&p Global (SPGI)	0.1	$2.3M	+2%	4.4k	522.63	View chart
UnitedHealth (UNH)	0.1	$2.3M	-19%	7.0k	330.12	View chart
Netflix (NFLX)	0.1	$2.3M	+980%	24k	93.76	View chart
Unilever Spon Adr New (UL)	0.1	$2.3M	NEW	35k	65.40	View chart
Marathon Petroleum Corp (MPC)	0.1	$2.2M		14k	162.64	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$2.2M	-2%	4.5k	487.83	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$2.1M		27k	80.63	View chart
Air Products & Chemicals (APD)	0.1	$2.1M		8.7k	247.02	View chart
Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG)	0.1	$2.1M	-2%	40k	52.44	View chart
Medtronic SHS (MDT)	0.1	$2.1M	+14%	22k	96.06	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$2.1M	+5%	26k	80.22	View chart
Citigroup Com New (C)	0.1	$2.1M	-5%	18k	116.69	View chart
Mccormick & Co Com Non Vtg (MKC)	0.1	$2.1M	-7%	31k	68.11	View chart
Kimberly-Clark Corporation (KMB)	0.1	$2.1M	+25%	20k	100.89	View chart
Pepsi (PEP)	0.1	$2.1M	-10%	14k	143.52	View chart
Goldman Sachs (GS)	0.1	$2.0M	+3%	2.3k	879.00	View chart
Vaneck Etf Trust Vaneck Shrt Muni (SMB)	0.1	$2.0M	-11%	117k	17.41	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$2.0M	-4%	39k	51.60	View chart
Oracle Corporation (ORCL)	0.1	$2.0M	+3%	10k	194.91	View chart
Chevron Corporation (CVX)	0.1	$2.0M	-4%	13k	152.41	View chart
Paypal Holdings (PYPL)	0.1	$2.0M	-6%	34k	58.38	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$1.9M	+38%	9.1k	212.06	View chart
American Electric Power Company (AEP)	0.1	$1.9M		17k	115.31	View chart
Linde SHS (LIN)	0.1	$1.9M	-6%	4.4k	426.37	View chart
Shell Spon Ads (SHEL)	0.1	$1.8M	+4%	25k	73.48	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$1.8M	-7%	20k	92.51	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$1.8M	+15%	17k	104.04	View chart
Synopsys (SNPS)	0.1	$1.8M	-10%	3.8k	469.72	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.8M		9.8k	183.39	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.1	$1.8M		27k	66.52	View chart
Metropcs Communications (TMUS)	0.1	$1.8M	-6%	8.7k	203.05	View chart
Duke Energy Corp Com New (DUK)	0.1	$1.8M		15k	117.21	View chart
Realty Income (O)	0.1	$1.7M		31k	56.37	View chart
Williams Companies (WMB)	0.1	$1.7M	-12%	29k	60.11	View chart
Abbott Laboratories (ABT)	0.1	$1.7M		14k	125.29	View chart
Kroger (KR)	0.1	$1.7M	-2%	28k	62.48	View chart
American Water Works (AWK)	0.1	$1.7M	-13%	13k	130.50	View chart
Us Bancorp Del Com New (USB)	0.1	$1.7M		32k	53.36	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$1.7M	-7%	5.3k	314.77	View chart
Capital One Financial (COF)	0.1	$1.7M	-2%	6.9k	242.36	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$1.7M	-3%	11k	154.14	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$1.7M	-4%	36k	45.88	View chart
MetLife (MET)	0.1	$1.6M	-8%	21k	78.94	View chart
First Tr Exchange Traded Hlth Care Alph (FXH)	0.1	$1.6M		14k	113.82	View chart
Sony Group Corp Sponsored Adr (SONY)	0.1	$1.6M	-11%	63k	25.60	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$1.6M	+3%	22k	71.45	View chart
Arista Networks Com Shs (ANET)	0.1	$1.6M		12k	131.03	View chart
Citizens Financial (CFG)	0.1	$1.6M	-2%	27k	58.41	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$1.6M	+3%	16k	96.28	View chart
Ishares Msci Japan Etf (EWJ)	0.1	$1.5M	NEW	19k	80.74	View chart
Pfizer (PFE)	0.1	$1.5M		62k	24.90	View chart
Ishares Msci Cda Etf (EWC)	0.1	$1.5M	NEW	29k	53.93	View chart
Advanced Micro Devices (AMD)	0.1	$1.5M	+4%	7.2k	214.16	View chart
Ford Motor Company (F)	0.1	$1.5M	+34%	116k	13.12	View chart
Edison International (EIX)	0.1	$1.5M	+87%	25k	60.02	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.1	$1.5M		34k	45.09	View chart
CSX Corporation (CSX)	0.1	$1.5M	-2%	41k	36.25	View chart
Cincinnati Financial Corporation (CINF)	0.1	$1.5M	-19%	9.1k	163.31	View chart
Mid-America Apartment (MAA)	0.1	$1.5M		11k	138.91	View chart
Chubb (CB)	0.1	$1.5M	+13%	4.7k	312.12	View chart
salesforce (CRM)	0.1	$1.4M	+16%	5.3k	264.89	View chart
Sanofi Sa Sponsored Adr (SNY)	0.1	$1.4M	+4%	29k	48.46	View chart
Spdr Series Trust State Street Spd (SPSB)	0.1	$1.4M	+10%	46k	30.20	View chart
Palantir Technologies Cl A (PLTR)	0.1	$1.4M	+55%	7.9k	177.75	View chart
Ohio Valley Banc (OVBC)	0.1	$1.4M		35k	39.98	View chart
Altria (MO)	0.1	$1.4M	-34%	24k	57.66	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$1.4M		21k	64.42	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$1.4M		8.1k	167.95	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.1	$1.3M		28k	47.73	View chart
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)	0.1	$1.3M	-33%	5.6k	236.01	View chart
BP Sponsored Adr (BP)	0.1	$1.3M	-3%	38k	34.73	View chart
Constellation Energy (CEG)	0.1	$1.3M		3.7k	353.22	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$1.3M	+5%	9.3k	141.14	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$1.3M	+9%	19k	69.47	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.1	$1.2M		11k	118.62	View chart
First Tr Exchange Traded Indls Prod Dur (FXR)	0.1	$1.2M	-2%	16k	79.87	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$1.2M	-9%	25k	49.99	View chart
Ge Vernova (GEV)	0.1	$1.2M	+81%	1.8k	653.59	View chart
Public Service Enterprise (PEG)	0.1	$1.2M	-4%	15k	80.30	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$1.2M	+22%	3.2k	373.46	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$1.2M		25k	46.81	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	0.1	$1.2M		21k	57.06	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$1.2M		9.6k	121.61	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$1.2M	+3%	2.8k	412.77	View chart
Wells Fargo & Company (WFC)	0.1	$1.2M	+3%	13k	93.20	View chart
Southern Company (SO)	0.1	$1.2M	+4%	13k	87.20	View chart
Prudential Financial (PRU)	0.1	$1.2M	+36%	10k	112.88	View chart
Kla Corp Com New (KLAC)	0.1	$1.2M	-10%	954.00	1215.08	View chart
Exelon Corporation (EXC)	0.1	$1.2M	+3%	27k	43.59	View chart
Boston Scientific Corporation (BSX)	0.1	$1.1M	+7%	12k	95.35	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$1.1M		3.7k	302.08	View chart
Nextera Energy (NEE)	0.1	$1.1M	-9%	14k	80.28	View chart
Spdr Series Trust State Street Spd (BIL)	0.1	$1.1M	+59%	12k	91.38	View chart
Blackrock (BLK)	0.1	$1.1M	+5%	1.0k	1070.34	View chart
Micron Technology (MU)	0.0	$1.1M	+37%	3.9k	285.41	View chart
Ge Aerospace Com New (GE)	0.0	$1.1M	+3%	3.6k	308.04	View chart
GSK Sponsored Adr (GSK)	0.0	$1.1M	-3%	23k	49.04	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$1.1M	+6%	6.8k	160.97	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$1.1M	-51%	38k	28.48	View chart
Eaton Corp SHS (ETN)	0.0	$1.1M	+19%	3.4k	318.51	View chart
Palo Alto Networks (PANW)	0.0	$1.1M	-10%	5.8k	184.20	View chart
Walt Disney Company (DIS)	0.0	$1.0M	+7%	9.0k	113.77	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.0	$1.0M	-10%	20k	51.75	View chart
Ishares Tr High Yld Corp Bd (HYGW)	0.0	$1.0M	+24%	34k	29.86	View chart
O'reilly Automotive (ORLY)	0.0	$1.0M		11k	91.21	View chart
Cameco Corporation (CCJ)	0.0	$992k	+10%	11k	91.49	View chart
Quanta Services (PWR)	0.0	$985k	-23%	2.3k	422.06	View chart

Past Filings by Prosperity Consulting Group

SEC 13F filings are viewable for Prosperity Consulting Group going back to 2021

Prosperity Consulting Group 2025 Q4 filed Feb. 17, 2026
Prosperity Consulting Group 2025 Q3 filed Nov. 14, 2025
Prosperity Consulting Group 2025 Q2 filed Aug. 5, 2025
Prosperity Consulting Group 2025 Q1 filed May 7, 2025
Prosperity Consulting Group 2024 Q4 filed Feb. 14, 2025
Prosperity Consulting Group 2024 Q3 filed Oct. 15, 2024
Prosperity Consulting Group 2024 Q2 filed Aug. 8, 2024
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

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