Prosperity Consulting Group
Latest statistics and disclosures from Prosperity Consulting Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, EFA, AAPL, JEPI, QQQ, and represent 25.56% of Prosperity Consulting Group's stock portfolio.
- Added to shares of these 10 stocks: IVV (+$156M), EFA (+$74M), QQQ (+$55M), QUAL (+$42M), MGV (+$41M), ICSH (+$33M), IWY (+$32M), VO (+$26M), EFV (+$18M), JEPI (+$18M).
- Started 70 new stock positions in SCHK, BBY, MGK, HGER, SHY, RY, BINC, IWX, FMDE, QUAL.
- Reduced shares in these 10 stocks: SCHD (-$9.5M), COWZ, FJAN, XLY, VTWO, NGG, DAUG, SCHA, EFG, BIL.
- Sold out of its positions in AMP, BUD, IVVB, CPRT, CCI, YDEC, DFEB, FNOV, FTNT, MLPX.
- Prosperity Consulting Group was a net buyer of stock by $576M.
- Prosperity Consulting Group has $2.0B in assets under management (AUM), dropping by 48.04%.
- Central Index Key (CIK): 0001910398
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Portfolio Holdings for Prosperity Consulting Group
Prosperity Consulting Group holds 491 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 12.2 | $248M | +167% | 371k | 669.30 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 3.7 | $76M | +3782% | 810k | 93.37 |
|
| Apple (AAPL) | 3.4 | $68M | +3% | 269k | 254.63 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 3.2 | $65M | +39% | 1.1M | 57.10 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.0 | $62M | +886% | 103k | 600.37 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 2.3 | $46M | +238% | 167k | 273.65 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 2.1 | $42M | NEW | 215k | 194.50 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 2.0 | $41M | NEW | 297k | 137.74 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.9 | $39M | +2% | 389k | 100.25 |
|
| Microsoft Corporation (MSFT) | 1.9 | $38M | +6% | 73k | 517.95 |
|
| Select Sector Spdr Tr Technology (XLK) | 1.8 | $36M | -3% | 129k | 281.86 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.7 | $34M | +15% | 51k | 666.18 |
|
| Ishares Tr Ultra Short Dur (ICSH) | 1.6 | $33M | NEW | 645k | 50.75 |
|
| Ishares Tr Eafe Value Etf (EFV) | 1.6 | $33M | +128% | 481k | 67.83 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 1.5 | $31M | +12% | 124k | 247.12 |
|
| NVIDIA Corporation (NVDA) | 1.4 | $29M | +13% | 153k | 186.58 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 1.3 | $26M | +10722% | 89k | 293.74 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 1.2 | $24M | +106% | 710k | 33.42 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.1 | $23M | -29% | 826k | 27.30 |
|
| Amazon (AMZN) | 1.0 | $20M | +6% | 91k | 219.57 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $20M | +2% | 39k | 502.74 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.9 | $19M | -3% | 153k | 120.72 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.8 | $17M | +3% | 307k | 54.09 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $16M | +9% | 68k | 243.10 |
|
| Broadcom (AVGO) | 0.8 | $16M | 49k | 329.91 |
|
|
| Select Sector Spdr Tr Communication (XLC) | 0.8 | $15M | -4% | 130k | 118.37 |
|
| JPMorgan Chase & Co. (JPM) | 0.8 | $15M | +3% | 49k | 315.43 |
|
| Spdr Series Trust S&p Divid Etf (SDY) | 0.7 | $14M | -3% | 102k | 140.05 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.7 | $14M | 101k | 139.67 |
|
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.7 | $14M | -5% | 272k | 50.73 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.7 | $13M | 245k | 53.87 |
|
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.6 | $13M | -15% | 54k | 239.64 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.6 | $12M | -10% | 84k | 139.17 |
|
| First Tr Exchange-traded SHS (FVD) | 0.5 | $11M | 239k | 46.24 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $11M | +10% | 44k | 243.55 |
|
| Costco Wholesale Corporation (COST) | 0.5 | $11M | 11k | 925.60 |
|
|
| Meta Platforms Cl A (META) | 0.5 | $10M | +27% | 14k | 734.39 |
|
| Visa Com Cl A (V) | 0.5 | $9.8M | -2% | 29k | 341.38 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.5 | $9.7M | -14% | 85k | 113.88 |
|
| Home Depot (HD) | 0.5 | $9.6M | 24k | 405.18 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.5 | $9.5M | +4% | 139k | 68.08 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $9.0M | 150k | 59.92 |
|
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.4 | $8.9M | +9% | 57k | 155.45 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.4 | $8.7M | -6% | 98k | 88.96 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $8.5M | +39% | 97k | 87.31 |
|
| Fidelity Covington Trust Enhanced Mid (FMDE) | 0.4 | $8.4M | NEW | 232k | 36.15 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.4 | $7.9M | +3% | 56k | 142.41 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $7.7M | +17% | 16k | 468.42 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $7.7M | -4% | 68k | 112.75 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $7.5M | +6% | 9.9k | 762.96 |
|
| International Business Machines (IBM) | 0.4 | $7.4M | -3% | 26k | 282.16 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $7.1M | 33k | 215.79 |
|
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.4 | $7.1M | -40% | 124k | 57.47 |
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.4 | $7.1M | NEW | 158k | 45.21 |
|
| Wal-Mart Stores (WMT) | 0.4 | $7.1M | +58% | 69k | 103.06 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $7.1M | -5% | 26k | 279.29 |
|
| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.3 | $6.7M | -9% | 117k | 57.10 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.3 | $6.4M | +11% | 125k | 51.04 |
|
| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.3 | $6.3M | +6% | 697k | 9.10 |
|
| Ishares Tr Core 80/20 Aggre (AOA) | 0.3 | $6.2M | +18% | 71k | 88.14 |
|
| Abbvie (ABBV) | 0.3 | $6.2M | +3% | 27k | 231.54 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $6.1M | +9% | 17k | 355.47 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.3 | $6.0M | 39k | 154.23 |
|
|
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.3 | $6.0M | -7% | 179k | 33.68 |
|
| Ishares Core Msci Emkt (IEMG) | 0.3 | $6.0M | +3% | 91k | 65.92 |
|
| McDonald's Corporation (MCD) | 0.3 | $6.0M | 20k | 303.89 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $5.9M | -12% | 24k | 241.96 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.3 | $5.9M | -25% | 60k | 97.82 |
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.3 | $5.8M | +22% | 111k | 52.28 |
|
| First Tr Exchange-traded SHS (FDL) | 0.3 | $5.8M | +6% | 133k | 43.41 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.3 | $5.7M | 20k | 293.79 |
|
|
| Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) | 0.3 | $5.7M | NEW | 19k | 294.32 |
|
| Ishares Tr National Mun Etf (MUB) | 0.3 | $5.4M | +107% | 51k | 106.49 |
|
| Coca-Cola Company (KO) | 0.3 | $5.3M | +103% | 81k | 66.32 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.3 | $5.3M | -3% | 67k | 78.91 |
|
| Bank of New York Mellon Corporation (BK) | 0.3 | $5.2M | +10% | 48k | 108.96 |
|
| Sap Se Spon Adr (SAP) | 0.3 | $5.1M | -3% | 19k | 267.21 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.2 | $4.9M | +12% | 107k | 46.24 |
|
| Qualcomm (QCOM) | 0.2 | $4.9M | 30k | 166.36 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.2 | $4.9M | +10% | 40k | 120.50 |
|
| Tesla Motors (TSLA) | 0.2 | $4.9M | +24% | 11k | 444.72 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $4.8M | +311% | 50k | 96.55 |
|
| Spdr Series Trust Bloomberg 3-12 M (BILS) | 0.2 | $4.7M | -8% | 48k | 99.52 |
|
| Verizon Communications (VZ) | 0.2 | $4.6M | +2% | 105k | 43.95 |
|
| Ishares Tr Core 60/40 Balan (AOR) | 0.2 | $4.4M | +7% | 69k | 64.38 |
|
| Cisco Systems (CSCO) | 0.2 | $4.4M | +25% | 64k | 68.42 |
|
| Snap-on Incorporated (SNA) | 0.2 | $4.3M | -5% | 13k | 346.53 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.2 | $4.3M | +14% | 50k | 87.21 |
|
| Oneok (OKE) | 0.2 | $4.2M | -3% | 58k | 72.97 |
|
| Wisdomtree Tr India Erngs Fd (EPI) | 0.2 | $4.1M | +5% | 94k | 44.20 |
|
| Cintas Corporation (CTAS) | 0.2 | $4.1M | 20k | 205.26 |
|
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.2 | $4.1M | -4% | 26k | 159.89 |
|
| Bank of America Corporation (BAC) | 0.2 | $4.0M | +21% | 77k | 51.59 |
|
| Procter & Gamble Company (PG) | 0.2 | $3.9M | +6% | 26k | 153.65 |
|
| Watsco, Incorporated (WSO) | 0.2 | $3.9M | -5% | 9.6k | 404.30 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $3.8M | +3% | 6.6k | 568.78 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $3.7M | +154% | 20k | 186.49 |
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.2 | $3.7M | +3% | 201k | 18.24 |
|
| Philip Morris International (PM) | 0.2 | $3.6M | +3% | 23k | 162.20 |
|
| Automatic Data Processing (ADP) | 0.2 | $3.6M | -2% | 12k | 293.51 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $3.6M | -3% | 19k | 183.73 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $3.5M | +258% | 54k | 65.26 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.2 | $3.5M | 11k | 309.74 |
|
|
| Merck & Co (MRK) | 0.2 | $3.5M | -4% | 42k | 83.93 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $3.5M | +290% | 47k | 74.37 |
|
| Johnson & Johnson (JNJ) | 0.2 | $3.3M | +20% | 18k | 185.42 |
|
| Hca Holdings (HCA) | 0.2 | $3.3M | -10% | 7.6k | 426.18 |
|
| Marsh & McLennan Companies (MMC) | 0.2 | $3.3M | -13% | 16k | 201.53 |
|
| Wec Energy Group (WEC) | 0.2 | $3.2M | -7% | 28k | 114.59 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.2 | $3.2M | -5% | 75k | 43.30 |
|
| Waste Management (WM) | 0.2 | $3.2M | 15k | 220.83 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG) | 0.2 | $3.2M | -36% | 74k | 43.63 |
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| Gilead Sciences (GILD) | 0.2 | $3.2M | 29k | 111.00 |
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| Relx Sponsored Adr (RELX) | 0.2 | $3.2M | -2% | 67k | 47.76 |
|
| Valero Energy Corporation (VLO) | 0.2 | $3.1M | 18k | 170.26 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $3.0M | 4.00 | 754200.00 |
|
|
| American Express Company (AXP) | 0.1 | $3.0M | +6% | 9.1k | 332.17 |
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| UnitedHealth (UNH) | 0.1 | $3.0M | -18% | 8.6k | 345.30 |
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| Republic Services (RSG) | 0.1 | $2.9M | -3% | 13k | 229.47 |
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| First Tr Exchange-traded No Amer Energy (EMLP) | 0.1 | $2.9M | 76k | 38.29 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $2.9M | +18% | 37k | 78.37 |
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| TJX Companies (TJX) | 0.1 | $2.9M | +5% | 20k | 144.54 |
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| Oracle Corporation (ORCL) | 0.1 | $2.8M | +16% | 9.8k | 281.24 |
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| Nasdaq Omx (NDAQ) | 0.1 | $2.7M | -9% | 31k | 88.45 |
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| At&t (T) | 0.1 | $2.7M | +15% | 96k | 28.24 |
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| Netflix (NFLX) | 0.1 | $2.7M | +12% | 2.3k | 1198.92 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $2.7M | -7% | 14k | 192.74 |
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| Ishares Tr Mrning Sm Cp Etf (ISCV) | 0.1 | $2.7M | -9% | 40k | 66.64 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.1 | $2.6M | -7% | 35k | 75.11 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $2.6M | 15k | 174.58 |
|
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $2.6M | 9.4k | 271.11 |
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|
| Spdr Series Trust S&P 600 SMCP GRW (SLYG) | 0.1 | $2.5M | -6% | 27k | 94.31 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $2.5M | 34k | 73.48 |
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| Paypal Holdings (PYPL) | 0.1 | $2.4M | 36k | 67.06 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $2.4M | +111% | 3.9k | 612.39 |
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| Altria (MO) | 0.1 | $2.4M | 36k | 66.06 |
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| Air Products & Chemicals (APD) | 0.1 | $2.4M | 8.7k | 272.72 |
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| British Amern Tob Sponsored Adr (BTI) | 0.1 | $2.4M | -21% | 44k | 53.08 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $2.4M | +282% | 36k | 65.01 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $2.3M | -9% | 3.1k | 758.15 |
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| Unilever Spon Adr New (UL) | 0.1 | $2.3M | -13% | 39k | 59.28 |
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| Vaneck Etf Trust Vaneck Shrt Muni (SMB) | 0.1 | $2.3M | -21% | 131k | 17.42 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $2.3M | -13% | 9.2k | 246.60 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $2.2M | +90% | 4.7k | 479.57 |
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| Pepsi (PEP) | 0.1 | $2.2M | +15% | 16k | 140.44 |
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| Linde SHS (LIN) | 0.1 | $2.2M | +5% | 4.7k | 474.96 |
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| Metropcs Communications (TMUS) | 0.1 | $2.2M | +2% | 9.3k | 239.38 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.1 | $2.2M | -14% | 33k | 66.91 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $2.2M | -42% | 79k | 27.90 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $2.2M | 27k | 81.19 |
|
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| American Water Works (AWK) | 0.1 | $2.1M | -19% | 15k | 139.19 |
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| Wisdomtree Tr Us Midcap Divid (DON) | 0.1 | $2.1M | -6% | 41k | 52.30 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $2.1M | +39% | 6.4k | 328.15 |
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| S&p Global (SPGI) | 0.1 | $2.1M | -18% | 4.3k | 486.74 |
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| Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG) | 0.1 | $2.1M | -5% | 41k | 50.95 |
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| Chevron Corporation (CVX) | 0.1 | $2.1M | +26% | 14k | 155.29 |
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| Synopsys (SNPS) | 0.1 | $2.1M | 4.3k | 493.39 |
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|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $2.1M | +96% | 10k | 203.59 |
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| Williams Companies (WMB) | 0.1 | $2.1M | +2% | 33k | 63.35 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $2.0M | -5% | 71k | 28.79 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $2.0M | -5% | 16k | 124.34 |
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| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.1 | $2.0M | 21k | 93.64 |
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| Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) | 0.1 | $2.0M | +62% | 8.5k | 233.79 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $2.0M | +13% | 4.1k | 485.08 |
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| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.1 | $2.0M | NEW | 25k | 78.34 |
|
| Trane Technologies SHS (TT) | 0.1 | $1.9M | -5% | 4.6k | 421.96 |
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| Citigroup Com New (C) | 0.1 | $1.9M | +3% | 19k | 101.50 |
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| Kroger (KR) | 0.1 | $1.9M | +6% | 28k | 67.41 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $1.9M | 11k | 170.85 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.1 | $1.9M | 25k | 76.45 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $1.9M | 15k | 123.75 |
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| American Electric Power Company (AEP) | 0.1 | $1.9M | 17k | 112.50 |
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| MetLife (MET) | 0.1 | $1.9M | +3% | 23k | 82.37 |
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| Realty Income (O) | 0.1 | $1.9M | -5% | 31k | 60.79 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $1.8M | NEW | 13k | 145.65 |
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| Abbott Laboratories (ABT) | 0.1 | $1.8M | +3% | 14k | 133.94 |
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| Medtronic SHS (MDT) | 0.1 | $1.8M | 19k | 95.24 |
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| Caterpillar (CAT) | 0.1 | $1.8M | +17% | 3.8k | 477.09 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $1.8M | 4.0k | 447.23 |
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| Cincinnati Financial Corporation (CINF) | 0.1 | $1.8M | 11k | 158.10 |
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| Goldman Sachs (GS) | 0.1 | $1.8M | +32% | 2.2k | 796.35 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $1.8M | +14% | 5.8k | 307.83 |
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| Arista Networks Com Shs (ANET) | 0.1 | $1.8M | +5% | 12k | 145.71 |
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| Invesco Exchange Traded Fd T Large Cap Value (PWV) | 0.1 | $1.7M | 27k | 65.21 |
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|
| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.1 | $1.7M | 38k | 45.84 |
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| Shell Spon Ads (SHEL) | 0.1 | $1.7M | 24k | 71.53 |
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| Fifth Third Ban (FITB) | 0.1 | $1.7M | 38k | 44.55 |
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| Entergy Corporation (ETR) | 0.1 | $1.6M | 18k | 93.19 |
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|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $1.6M | +48% | 22k | 76.01 |
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| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $1.6M | +62% | 20k | 80.17 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $1.6M | +23% | 9.6k | 167.32 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $1.6M | +5% | 3.2k | 499.26 |
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| Pfizer (PFE) | 0.1 | $1.6M | +15% | 62k | 25.48 |
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| Ishares Tr Morningstar Grwt (ILCG) | 0.1 | $1.6M | NEW | 15k | 104.30 |
|
| First Tr Exchange Traded Hlth Care Alph (FXH) | 0.1 | $1.6M | -2% | 14k | 109.67 |
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| Us Bancorp Del Com New (USB) | 0.1 | $1.5M | 32k | 48.33 |
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| CSX Corporation (CSX) | 0.1 | $1.5M | +51% | 42k | 35.51 |
|
| Capital One Financial (COF) | 0.1 | $1.5M | +3% | 7.0k | 212.59 |
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC) | 0.1 | $1.5M | 34k | 43.77 |
|
|
| Citizens Financial (CFG) | 0.1 | $1.5M | +2% | 28k | 53.16 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $1.5M | 16k | 95.19 |
|
|
| Mid-America Apartment (MAA) | 0.1 | $1.5M | -11% | 11k | 139.73 |
|
| BP Sponsored Adr (BP) | 0.1 | $1.4M | -16% | 40k | 34.46 |
|
| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.1 | $1.4M | 27k | 49.79 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $1.4M | +278% | 6.5k | 206.52 |
|
| Ishares Tr Core 40/60 Moder (AOM) | 0.1 | $1.3M | -2% | 28k | 47.58 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $1.3M | 8.1k | 164.55 |
|
|
| Palo Alto Networks (PANW) | 0.1 | $1.3M | +42% | 6.5k | 203.62 |
|
| Sanofi Sa Sponsored Adr (SNY) | 0.1 | $1.3M | -19% | 28k | 47.20 |
|
| Public Service Enterprise (PEG) | 0.1 | $1.3M | 16k | 83.46 |
|
|
| Ohio Valley Banc (OVBC) | 0.1 | $1.3M | -13% | 35k | 36.98 |
|
| Spdr Series Trust Portfolio Short (SPSB) | 0.1 | $1.3M | NEW | 42k | 30.29 |
|
| Quanta Services (PWR) | 0.1 | $1.3M | -25% | 3.0k | 414.42 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.2M | 8.8k | 142.10 |
|
|
| First Tr Exchange Traded Indls Prod Dur (FXR) | 0.1 | $1.2M | 16k | 78.06 |
|
|
| First Tr Exchange-traded A Com Shs (FEX) | 0.1 | $1.2M | 11k | 116.82 |
|
|
| United Therapeutics Corporation (UTHR) | 0.1 | $1.2M | 2.9k | 419.21 |
|
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $1.2M | -23% | 26k | 46.81 |
|
| Constellation Energy (CEG) | 0.1 | $1.2M | 3.7k | 329.11 |
|
|
| Southern Company (SO) | 0.1 | $1.2M | -3% | 13k | 94.77 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $1.2M | +3% | 3.0k | 391.64 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.1 | $1.2M | NEW | 22k | 53.24 |
|
| Chubb (CB) | 0.1 | $1.2M | +131% | 4.2k | 282.28 |
|
| O'reilly Automotive (ORLY) | 0.1 | $1.2M | -4% | 11k | 107.81 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $1.2M | 9.5k | 122.45 |
|
|
| Nextera Energy (NEE) | 0.1 | $1.2M | -6% | 15k | 75.49 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN) | 0.1 | $1.2M | 21k | 55.95 |
|
|
| Blackrock (BLK) | 0.1 | $1.2M | +26% | 988.00 | 1165.87 |
|
| Exelon Corporation (EXC) | 0.1 | $1.2M | +3% | 26k | 45.01 |
|
| Kla Corp Com New (KLAC) | 0.1 | $1.1M | +6% | 1.1k | 1078.60 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.1 | $1.1M | +12% | 17k | 67.26 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $1.1M | -3% | 3.8k | 297.65 |
|
| Advanced Micro Devices (AMD) | 0.1 | $1.1M | 6.9k | 161.79 |
|
|
| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $1.1M | NEW | 2.7k | 402.42 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN) | 0.1 | $1.1M | -68% | 22k | 50.15 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $1.1M | -10% | 3.1k | 352.75 |
|
| Boston Scientific Corporation (BSX) | 0.1 | $1.1M | -19% | 11k | 97.63 |
|
| salesforce (CRM) | 0.1 | $1.1M | +6% | 4.6k | 237.01 |
|
| Eaton Corp SHS (ETN) | 0.1 | $1.1M | +11% | 2.8k | 374.25 |
|
| Servicenow (NOW) | 0.1 | $1.0M | +8% | 1.1k | 920.28 |
|
| Ge Aerospace Com New (GE) | 0.1 | $1.0M | +35% | 3.5k | 300.82 |
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.1 | $1.0M | -3% | 17k | 59.91 |
|
| Uber Technologies (UBER) | 0.1 | $1.0M | +5% | 11k | 97.97 |
|
| Ford Motor Company (F) | 0.1 | $1.0M | +98% | 86k | 11.96 |
|
| NiSource (NI) | 0.1 | $1.0M | 24k | 43.30 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $1.0M | +16% | 12k | 83.82 |
|
| GSK Sponsored Adr (GSK) | 0.0 | $1.0M | +2% | 23k | 43.16 |
|
| FirstEnergy (FE) | 0.0 | $995k | +2% | 22k | 45.82 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $981k | -25% | 11k | 89.34 |
|
| Lowe's Companies (LOW) | 0.0 | $977k | +12% | 3.9k | 251.31 |
|
| DTE Energy Company (DTE) | 0.0 | $973k | +2% | 6.9k | 141.43 |
|
| Walt Disney Company (DIS) | 0.0 | $960k | +30% | 8.4k | 114.50 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $954k | +4% | 2.6k | 365.49 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $948k | +6% | 6.4k | 148.61 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL) | 0.0 | $945k | -32% | 17k | 54.73 |
|
| Regions Financial Corporation (RF) | 0.0 | $943k | 36k | 26.37 |
|
|
| Deere & Company (DE) | 0.0 | $937k | +4% | 2.0k | 457.34 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $929k | -20% | 9.0k | 103.36 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $926k | +16% | 5.1k | 182.42 |
|
| Paychex (PAYX) | 0.0 | $922k | 7.3k | 126.77 |
|
|
| J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) | 0.0 | $919k | +130% | 14k | 66.32 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $909k | +15% | 3.6k | 254.26 |
|
| Fidelity National Financial Com Shs (FNF) | 0.0 | $907k | 15k | 60.49 |
|
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.0 | $901k | -10% | 10k | 89.03 |
|
| EOG Resources (EOG) | 0.0 | $889k | +3% | 7.9k | 112.12 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $886k | +3% | 21k | 42.37 |
|
| International Paper Company (IP) | 0.0 | $878k | -11% | 19k | 46.40 |
|
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.0 | $878k | -8% | 76k | 11.60 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $877k | NEW | 9.2k | 95.14 |
|
| Progressive Corporation (PGR) | 0.0 | $876k | -7% | 3.5k | 246.94 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $876k | NEW | 6.4k | 137.80 |
|
| General Dynamics Corporation (GD) | 0.0 | $860k | +3% | 2.5k | 341.05 |
|
| Xcel Energy (XEL) | 0.0 | $845k | +2% | 11k | 80.65 |
|
| Ishares Tr High Yld Corp Bd (HYGW) | 0.0 | $828k | NEW | 27k | 30.37 |
|
| Cameco Corporation (CCJ) | 0.0 | $825k | 9.8k | 83.86 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $820k | +127% | 13k | 62.47 |
|
| Dominion Resources (D) | 0.0 | $807k | +5% | 13k | 61.17 |
|
| Southern Copper Corporation (SCCO) | 0.0 | $804k | 6.6k | 121.36 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $799k | -26% | 11k | 73.46 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $797k | 3.4k | 236.04 |
|
|
| Eversource Energy (ES) | 0.0 | $787k | 11k | 71.14 |
|
|
| Prudential Financial (PRU) | 0.0 | $782k | +17% | 7.5k | 103.74 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $778k | +174% | 11k | 71.37 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $768k | -30% | 1.3k | 609.37 |
|
| Norfolk Southern (NSC) | 0.0 | $753k | +18% | 2.5k | 300.45 |
|
| Thomson Reuters Corp. (TRI) | 0.0 | $748k | 4.8k | 155.33 |
|
|
| Edison International (EIX) | 0.0 | $743k | NEW | 13k | 55.28 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $742k | +54% | 23k | 31.91 |
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.0 | $736k | NEW | 15k | 50.47 |
|
| American Centy Etf Tr Diversified Mu (TAXF) | 0.0 | $729k | NEW | 15k | 50.23 |
|
| Sempra Energy (SRE) | 0.0 | $722k | -12% | 8.0k | 89.98 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $721k | -21% | 3.4k | 209.31 |
|
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.0 | $704k | -68% | 7.7k | 91.75 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $699k | 12k | 60.08 |
|
|
| Fmc Corp Com New (FMC) | 0.0 | $685k | NEW | 20k | 33.63 |
|
| Applied Materials (AMAT) | 0.0 | $683k | +79% | 3.3k | 204.74 |
|
| Howmet Aerospace (HWM) | 0.0 | $682k | -25% | 3.5k | 196.23 |
|
| Morgan Stanley Com New (MS) | 0.0 | $681k | +21% | 4.3k | 158.95 |
|
| ConocoPhillips (COP) | 0.0 | $672k | +15% | 7.1k | 94.59 |
|
| Ecolab (ECL) | 0.0 | $668k | +7% | 2.4k | 273.86 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $667k | +7% | 15k | 45.72 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $666k | +128% | 5.4k | 123.75 |
|
| Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 0.0 | $660k | -23% | 31k | 21.56 |
|
| Stryker Corporation (SYK) | 0.0 | $658k | NEW | 1.8k | 369.67 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $657k | -24% | 6.8k | 96.46 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $653k | NEW | 11k | 57.52 |
|
| Ishares Tr Invt Grd Corp Bd (LQDW) | 0.0 | $642k | NEW | 25k | 25.27 |
|
| Amgen (AMGN) | 0.0 | $640k | +3% | 2.3k | 282.20 |
|
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.0 | $633k | 15k | 41.58 |
|
|
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.0 | $632k | 19k | 32.89 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $630k | +52% | 12k | 54.18 |
|
| Moody's Corporation (MCO) | 0.0 | $629k | +2% | 1.3k | 476.48 |
|
| PNC Financial Services (PNC) | 0.0 | $628k | +8% | 3.1k | 200.94 |
|
| Cigna Corp (CI) | 0.0 | $628k | +49% | 2.2k | 288.19 |
|
| Ge Vernova (GEV) | 0.0 | $620k | +34% | 1.0k | 614.91 |
|
| Wp Carey (WPC) | 0.0 | $619k | NEW | 9.2k | 67.57 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $618k | +11% | 828.00 | 746.63 |
|
| Unum (UNM) | 0.0 | $616k | 7.9k | 77.78 |
|
|
| Ametek (AME) | 0.0 | $612k | +5% | 3.3k | 188.00 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $602k | +16% | 1.3k | 457.34 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $602k | -54% | 622.00 | 968.09 |
|
| Barings Bdc (BBDC) | 0.0 | $595k | NEW | 68k | 8.76 |
|
| Intuit (INTU) | 0.0 | $590k | +12% | 864.00 | 682.91 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG) | 0.0 | $585k | -4% | 11k | 51.91 |
|
| Consolidated Edison (ED) | 0.0 | $577k | +2% | 5.7k | 100.52 |
|
| General Mills (GIS) | 0.0 | $573k | +6% | 11k | 50.42 |
|
| Dell Technologies CL C (DELL) | 0.0 | $568k | +5% | 4.0k | 141.76 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $566k | +15% | 33k | 17.16 |
|
| Exchange Traded Concepts Tru Robo Glb Etf (ROBO) | 0.0 | $552k | 8.4k | 65.56 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $552k | NEW | 6.7k | 82.34 |
|
| Principal Financial (PFG) | 0.0 | $547k | 6.6k | 82.91 |
|
|
| Kinder Morgan (KMI) | 0.0 | $546k | +24% | 19k | 28.31 |
|
| United Parcel Service CL B (UPS) | 0.0 | $545k | -4% | 6.5k | 83.54 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $541k | +5% | 2.6k | 208.71 |
|
| Intel Corporation (INTC) | 0.0 | $535k | NEW | 16k | 33.55 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $533k | NEW | 6.4k | 82.96 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP) | 0.0 | $525k | -53% | 12k | 44.20 |
|
| Honeywell International (HON) | 0.0 | $523k | +17% | 2.5k | 210.49 |
|
| L3harris Technologies (LHX) | 0.0 | $513k | +26% | 1.7k | 305.41 |
|
| Vulcan Materials Company (VMC) | 0.0 | $499k | NEW | 1.6k | 307.63 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $494k | +11% | 2.8k | 178.14 |
|
| Martin Marietta Materials (MLM) | 0.0 | $494k | +8% | 783.00 | 630.28 |
|
| Ishares Tr Core 30/70 Conse (AOK) | 0.0 | $486k | -10% | 12k | 40.16 |
|
| Prologis (PLD) | 0.0 | $475k | +15% | 4.2k | 114.52 |
|
| Micron Technology (MU) | 0.0 | $472k | +36% | 2.8k | 167.32 |
|
| 1 800 Flowers Cl A (FLWS) | 0.0 | $469k | 102k | 4.60 |
|
|
| Avidxchange Holdings (AVDX) | 0.0 | $466k | -10% | 47k | 9.95 |
|
| Invesco Exchange Traded Fd T Food & Beverage (PBJ) | 0.0 | $461k | -27% | 10k | 45.86 |
|
| Interpublic Group of Companies (IPG) | 0.0 | $461k | +22% | 17k | 27.91 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $453k | 4.2k | 106.78 |
|
|
| Danaher Corporation (DHR) | 0.0 | $451k | +14% | 2.3k | 198.28 |
|
| Goldman Sachs Bdc SHS (GSBD) | 0.0 | $448k | NEW | 44k | 10.17 |
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $447k | -40% | 2.0k | 227.73 |
|
| Tko Group Holdings Cl A (TKO) | 0.0 | $447k | +7% | 2.2k | 201.96 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $443k | -20% | 19k | 23.12 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $443k | +32% | 2.3k | 189.71 |
|
| Ralph Lauren Corp Cl A (RL) | 0.0 | $437k | 1.4k | 313.56 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR) | 0.0 | $436k | -10% | 10k | 43.50 |
|
| Union Pacific Corporation (UNP) | 0.0 | $434k | +9% | 1.8k | 236.38 |
|
| Owl Rock Capital Corporation (OBDC) | 0.0 | $432k | NEW | 34k | 12.77 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $423k | +16% | 13k | 31.42 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $422k | NEW | 708.00 | 596.03 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.0 | $421k | NEW | 9.0k | 46.71 |
|
| Ares Capital Corporation (ARCC) | 0.0 | $417k | +2% | 20k | 20.41 |
|
| Nucor Corporation (NUE) | 0.0 | $410k | +48% | 3.0k | 135.41 |
|
| TowneBank (TOWN) | 0.0 | $406k | -2% | 12k | 34.57 |
|
| Spdr Series Trust Msci Usa Strtgic (QUS) | 0.0 | $401k | 2.3k | 171.23 |
|
|
| Emerson Electric (EMR) | 0.0 | $399k | 3.0k | 131.18 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $397k | +11% | 2.1k | 187.19 |
|
| McKesson Corporation (MCK) | 0.0 | $394k | +6% | 510.00 | 772.54 |
|
| Bridgewater Bancshares (BWB) | 0.0 | $392k | 22k | 17.60 |
|
|
| Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) | 0.0 | $391k | 7.8k | 50.42 |
|
|
| Allstate Corporation (ALL) | 0.0 | $389k | +18% | 1.8k | 214.67 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $385k | NEW | 830.00 | 463.78 |
|
| Cummins (CMI) | 0.0 | $384k | +9% | 908.00 | 422.37 |
|
| Janus Henderson Group Ord Shs (JHG) | 0.0 | $378k | 8.5k | 44.51 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $377k | +6% | 769.00 | 490.38 |
|
| Dynatrace Com New (DT) | 0.0 | $375k | +46% | 7.7k | 48.45 |
|
| Cme (CME) | 0.0 | $372k | -62% | 1.4k | 270.19 |
|
| Boeing Company (BA) | 0.0 | $372k | +22% | 1.7k | 215.83 |
|
| Iron Mountain (IRM) | 0.0 | $371k | 3.6k | 101.94 |
|
|
| Ishares Tr Msci India Etf (INDA) | 0.0 | $368k | -5% | 7.1k | 52.06 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $366k | 6.8k | 53.40 |
|
|
| Harbor Etf Trust Harbor Commodity (HGER) | 0.0 | $365k | NEW | 14k | 25.80 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $362k | NEW | 1.1k | 332.84 |
|
| Hp (HPQ) | 0.0 | $362k | 13k | 27.23 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL) | 0.0 | $360k | -36% | 7.7k | 46.70 |
|
| First Tr Exchange-traded Nas Clnedg Green (QCLN) | 0.0 | $360k | -2% | 8.6k | 41.96 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT) | 0.0 | $355k | -4% | 7.5k | 47.51 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $353k | +35% | 1.4k | 260.35 |
|
| Global X Fds Global X Uranium (URA) | 0.0 | $352k | +12% | 7.4k | 47.67 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $351k | NEW | 13k | 26.34 |
|
| Kkr & Co (KKR) | 0.0 | $350k | NEW | 2.7k | 129.95 |
|
| American Tower Reit (AMT) | 0.0 | $349k | 1.8k | 192.35 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $347k | 7.7k | 45.10 |
|
|
| UFP Technologies (UFPT) | 0.0 | $346k | NEW | 1.7k | 199.60 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN) | 0.0 | $337k | -6% | 8.0k | 42.15 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $332k | -28% | 2.4k | 140.94 |
|
| Dupont De Nemours (DD) | 0.0 | $332k | +31% | 4.3k | 77.91 |
|
| Lazard Ltd Shs -a - (LAZ) | 0.0 | $332k | 6.3k | 52.78 |
|
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.0 | $330k | NEW | 5.6k | 59.20 |
|
| Old Republic International Corporation (ORI) | 0.0 | $329k | 7.8k | 42.47 |
|
|
| Celestica (CLS) | 0.0 | $327k | 1.3k | 246.38 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) | 0.0 | $323k | NEW | 5.1k | 63.56 |
|
| H&R Block (HRB) | 0.0 | $316k | 6.3k | 50.57 |
|
|
| Ferguson Enterprises Common Stock New (FERG) | 0.0 | $316k | NEW | 1.4k | 224.58 |
|
| First Tr Exchange Traded Nasd Tech Div (TDIV) | 0.0 | $312k | 3.2k | 98.59 |
|
|
| Key (KEY) | 0.0 | $312k | NEW | 17k | 18.69 |
|
| Epr Pptys Com Sh Ben Int (EPR) | 0.0 | $311k | 5.4k | 58.01 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) | 0.0 | $311k | -21% | 5.6k | 55.15 |
|
| Travelers Companies (TRV) | 0.0 | $311k | +6% | 1.1k | 279.22 |
|
| Sinclair Cl A (SBGI) | 0.0 | $310k | NEW | 21k | 15.10 |
|
| Onemain Holdings (OMF) | 0.0 | $306k | -2% | 5.4k | 56.46 |
|
| Nike CL B (NKE) | 0.0 | $304k | NEW | 4.4k | 69.73 |
|
| Pembina Pipeline Corp (PBA) | 0.0 | $304k | 7.5k | 40.46 |
|
|
| Zoetis Cl A (ZTS) | 0.0 | $301k | -56% | 2.1k | 146.30 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $298k | -14% | 3.5k | 84.11 |
|
| Lam Research Corp Com New (LRCX) | 0.0 | $294k | NEW | 2.2k | 133.90 |
|
| Enbridge (ENB) | 0.0 | $294k | -5% | 5.8k | 50.46 |
|
| Gaming & Leisure Pptys (GLPI) | 0.0 | $293k | 6.3k | 46.61 |
|
|
| Ishares Tr New York Mun Etf (NYF) | 0.0 | $291k | NEW | 5.5k | 53.35 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR) | 0.0 | $291k | 7.4k | 39.25 |
|
|
| Atmos Energy Corporation (ATO) | 0.0 | $290k | 1.7k | 170.75 |
|
|
| Simon Property (SPG) | 0.0 | $283k | NEW | 1.5k | 187.67 |
|
| Edwards Lifesciences (EW) | 0.0 | $283k | -15% | 3.6k | 77.77 |
|
| Sonoco Products Company (SON) | 0.0 | $280k | 6.5k | 43.09 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest Int June (YJUN) | 0.0 | $278k | -15% | 11k | 25.07 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $275k | -23% | 1.9k | 143.18 |
|
| MercadoLibre (MELI) | 0.0 | $273k | -2% | 117.00 | 2334.44 |
|
| Ishares Tr Rus Tp200 Vl Etf (IWX) | 0.0 | $273k | NEW | 3.1k | 87.88 |
|
| Westwood Holdings (WHG) | 0.0 | $272k | 17k | 16.49 |
|
|
| Rbc Cad (RY) | 0.0 | $272k | NEW | 1.8k | 147.32 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT) | 0.0 | $272k | -21% | 6.3k | 43.20 |
|
| Analog Devices (ADI) | 0.0 | $271k | +17% | 1.1k | 245.70 |
|
| Lamar Advertising Cl A (LAMR) | 0.0 | $269k | +4% | 2.2k | 122.42 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.0 | $268k | NEW | 3.7k | 73.29 |
|
| Invesco Exchange Traded Fd T Dorsey Wright He (PTH) | 0.0 | $268k | -13% | 6.1k | 44.08 |
|
| Block Cl A (XYZ) | 0.0 | $264k | +3% | 3.7k | 72.27 |
|
| Schlumberger Com Stk (SLB) | 0.0 | $262k | NEW | 7.6k | 34.37 |
|
| Bar Harbor Bankshares (BHB) | 0.0 | $261k | -2% | 8.6k | 30.46 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $261k | NEW | 3.6k | 72.77 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG) | 0.0 | $260k | 6.7k | 38.61 |
|
|
| Equinix (EQIX) | 0.0 | $256k | 327.00 | 783.24 |
|
|
| Ventas (VTR) | 0.0 | $253k | +2% | 3.6k | 69.99 |
|
| Roper Industries (ROP) | 0.0 | $252k | -69% | 506.00 | 498.69 |
|
| Best Buy (BBY) | 0.0 | $251k | NEW | 3.3k | 75.63 |
|
| Blackrock Capital Allocation Trust (BCAT) | 0.0 | $250k | NEW | 17k | 14.79 |
|
| Cava Group Ord (CAVA) | 0.0 | $250k | +62% | 4.1k | 60.41 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC) | 0.0 | $250k | 8.0k | 31.12 |
|
|
| Escalade (ESCA) | 0.0 | $249k | +11% | 20k | 12.57 |
|
| Booking Holdings (BKNG) | 0.0 | $248k | +6% | 46.00 | 5399.26 |
|
| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.0 | $246k | NEW | 4.0k | 62.22 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP) | 0.0 | $245k | -49% | 4.8k | 50.54 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $244k | NEW | 3.2k | 76.73 |
|
| Digital Realty Trust (DLR) | 0.0 | $243k | +2% | 1.4k | 172.88 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $239k | NEW | 1.6k | 145.57 |
|
| Hubspot (HUBS) | 0.0 | $238k | NEW | 508.00 | 467.80 |
|
| Superior Uniform (SGC) | 0.0 | $237k | +3% | 22k | 10.72 |
|
| AutoNation (AN) | 0.0 | $235k | NEW | 1.1k | 218.77 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $235k | NEW | 2.9k | 79.95 |
|
| M&T Bank Corporation (MTB) | 0.0 | $234k | NEW | 1.2k | 197.64 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR) | 0.0 | $232k | -8% | 5.7k | 40.77 |
|
| Target Corporation (TGT) | 0.0 | $232k | -5% | 2.6k | 89.71 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY) | 0.0 | $232k | -8% | 4.4k | 52.25 |
|
| Ethan Allen Interiors (ETD) | 0.0 | $232k | -3% | 7.9k | 29.46 |
|
| Grail (GRAL) | 0.0 | $230k | -15% | 3.9k | 59.13 |
|
| Anthem (ELV) | 0.0 | $229k | +24% | 710.00 | 323.10 |
|
| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.0 | $226k | NEW | 7.0k | 32.12 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $224k | -53% | 5.7k | 39.19 |
|
| Vanguard World Consum Dis Etf (VCR) | 0.0 | $223k | 564.00 | 396.15 |
|
|
| Phillips 66 (PSX) | 0.0 | $223k | NEW | 1.6k | 136.02 |
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR) | 0.0 | $221k | -2% | 5.5k | 40.10 |
|
| Oge Energy Corp (OGE) | 0.0 | $217k | -3% | 4.7k | 46.27 |
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY) | 0.0 | $217k | -12% | 5.4k | 40.47 |
|
| Blackstone Secd Lending Common Stock (BXSL) | 0.0 | $214k | NEW | 8.2k | 26.07 |
|
| T Rowe Price Etf Cap Appreciation (TCAF) | 0.0 | $214k | NEW | 5.7k | 37.70 |
|
| Fluor Corporation (FLR) | 0.0 | $210k | NEW | 5.0k | 42.07 |
|
| Ishares Tr Large Cap Max Bu (DMAX) | 0.0 | $207k | NEW | 7.8k | 26.42 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAY) | 0.0 | $207k | NEW | 4.7k | 44.32 |
|
| The Trade Desk Com Cl A (TTD) | 0.0 | $206k | -44% | 4.2k | 49.01 |
|
| Broadridge Financial Solutions (BR) | 0.0 | $203k | -4% | 854.00 | 238.17 |
|
| Owens Corning (OC) | 0.0 | $202k | -3% | 1.4k | 141.47 |
|
| Apollo Global Mgmt (APO) | 0.0 | $201k | +3% | 1.5k | 133.27 |
|
| Veeva Sys Cl A Com (VEEV) | 0.0 | $200k | -42% | 672.00 | 297.91 |
|
| Thornburg Income Builder (TBLD) | 0.0 | $199k | 10k | 19.89 |
|
|
| Eastern Bankshares (EBC) | 0.0 | $182k | NEW | 10k | 18.15 |
|
| Postal Realty Trust Cl A (PSTL) | 0.0 | $175k | -3% | 11k | 15.69 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $129k | +16% | 28k | 4.54 |
|
| Evolution Petroleum Corporation (EPM) | 0.0 | $113k | -21% | 23k | 4.82 |
|
| Enlivex Therapeutics (ENLV) | 0.0 | $18k | NEW | 18k | 1.04 |
|
| 374water (SCWO) | 0.0 | $3.6k | 13k | 0.29 |
|
Past Filings by Prosperity Consulting Group
SEC 13F filings are viewable for Prosperity Consulting Group going back to 2021
- 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