Prosperity Consulting Group

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

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Positions held by Prosperity Consulting Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Prosperity Consulting Group

Prosperity Consulting Group holds 147 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 9.8 $21M 49k 429.43
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 4.8 $11M +722% 25k 427.47
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Apple (AAPL) 4.0 $8.7M +66% 51k 171.21
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Ishares Tr Russell 2000 Etf (IWM) 3.4 $7.4M 42k 176.74
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Microsoft Corporation (MSFT) 3.2 $7.0M +75% 22k 315.76
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Spdr Ser Tr S&p Divid Etf (SDY) 2.9 $6.4M -4% 56k 115.01
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.7 $5.9M NEW 142k 41.42
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First Tr Exchng Traded Fd Vi Vest Us Deep (DAUG) 2.4 $5.3M 161k 33.09
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Amazon (AMZN) 2.4 $5.2M +9% 41k 127.12
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 2.4 $5.2M -9% 89k 57.85
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 2.4 $5.1M -6% 102k 50.18
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J P Morgan Exchange Traded F Equity Premium (JEPI) 2.1 $4.7M +30% 87k 53.56
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.9 $4.2M -5% 96k 43.72
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JPMorgan Chase & Co. (JPM) 1.8 $3.8M +34% 26k 145.02
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 1.6 $3.6M 24k 147.41
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Schwab Strategic Tr Us Dividend Eq (SCHD) 1.6 $3.5M 50k 70.76
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Alphabet Cap Stk Cl A (GOOGL) 1.6 $3.4M +18% 26k 130.86
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American Centy Etf Tr Avantis Emgmkt (AVEM) 1.6 $3.4M -11% 64k 52.79
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Vanguard Index Fds Extend Mkt Etf (VXF) 1.5 $3.3M -11% 23k 143.33
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Visa Com Cl A (V) 1.3 $2.9M +7% 13k 230.02
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.3 $2.9M +29% 8.2k 350.30
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Procter & Gamble Company (PG) 1.2 $2.7M +77% 18k 145.86
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Cisco Systems (CSCO) 1.2 $2.6M +35% 49k 53.76
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Costco Wholesale Corporation (COST) 1.2 $2.6M +9% 4.6k 564.93
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Ishares Tr Rus Mdcp Val Etf (IWS) 1.2 $2.5M NEW 24k 104.34
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.1 $2.3M +2% 6.4k 358.24
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Ishares Tr Core Us Aggbd Et (AGG) 1.0 $2.3M NEW 24k 94.04
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J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.9 $1.9M -9% 38k 50.45
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UnitedHealth (UNH) 0.9 $1.9M +224% 3.7k 504.13
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.8 $1.7M +776% 6.5k 265.99
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.8 $1.6M -3% 29k 56.47
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McDonald's Corporation (MCD) 0.8 $1.6M +136% 6.2k 263.44
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Pfizer (PFE) 0.7 $1.6M +17% 49k 33.17
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Amgen (AMGN) 0.7 $1.5M NEW 5.7k 268.78
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Broadcom (AVGO) 0.7 $1.5M +17% 1.8k 830.40
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Bank of America Corporation (BAC) 0.7 $1.5M +6% 53k 27.38
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Alphabet Cap Stk Cl C (GOOG) 0.7 $1.5M +22% 11k 131.85
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Caterpillar (CAT) 0.7 $1.4M +329% 5.3k 272.98
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Johnson & Johnson (JNJ) 0.7 $1.4M +39% 9.2k 155.76
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NVIDIA Corporation (NVDA) 0.6 $1.4M +80% 3.1k 435.04
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Vanguard Index Fds Real Estate Etf (VNQ) 0.6 $1.3M -12% 18k 75.66
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Merck & Co (MRK) 0.6 $1.3M +313% 13k 102.95
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Wal-Mart Stores (WMT) 0.6 $1.2M +238% 7.7k 159.94
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $1.2M -10% 31k 39.21
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Honeywell International (HON) 0.6 $1.2M +3% 6.5k 184.74
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Abbvie (ABBV) 0.5 $1.2M +297% 8.0k 149.06
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Arthur J. Gallagher & Co. (AJG) 0.5 $1.2M +50% 5.2k 227.93
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Home Depot (HD) 0.5 $1.2M +92% 3.9k 302.14
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First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (DSEP) 0.5 $1.2M +12% 34k 34.05
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Verizon Communications (VZ) 0.5 $1.1M +11% 35k 32.41
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Oracle Corporation (ORCL) 0.5 $1.1M +487% 11k 105.92
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Linde SHS (LIN) 0.5 $1.1M +3% 3.0k 372.35
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Vanguard Index Fds Value Etf (VTV) 0.5 $1.1M +8% 7.9k 137.92
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Select Sector Spdr Tr Technology (XLK) 0.5 $1.1M NEW 6.4k 163.93
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Coca-Cola Company (KO) 0.5 $1.0M +32% 18k 55.98
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First Tr Exchng Traded Fd Vi Cboe Vest Intl (YJUN) 0.4 $947k 48k 19.76
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.4 $909k NEW 10k 91.35
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Ishares Tr Eafe Value Etf (EFV) 0.4 $886k NEW 18k 48.93
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Exxon Mobil Corporation (XOM) 0.4 $858k +119% 7.3k 117.59
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Pepsi (PEP) 0.4 $846k +76% 5.0k 169.45
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Ford Motor Company (F) 0.4 $845k +10% 68k 12.42
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First Tr Exchng Traded Fd Vi Ft Cboe Intl Eqt (YDEC) 0.4 $841k -2% 40k 20.99
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Blackstone Group Inc Com Cl A (BX) 0.4 $826k -4% 7.7k 107.13
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Meta Platforms Cl A (META) 0.4 $826k +23% 2.8k 300.21
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Philip Morris International (PM) 0.4 $809k +39% 8.7k 92.58
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.4 $796k 9.2k 86.90
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Ishares Tr Rus 1000 Val Etf (IWD) 0.4 $778k NEW 5.1k 151.82
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $731k -21% 9.7k 75.15
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At&t (T) 0.3 $727k +10% 48k 15.02
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Boeing Company (BA) 0.3 $723k +2% 3.8k 191.69
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Chevron Corporation (CVX) 0.3 $714k NEW 4.2k 168.62
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Abbott Laboratories (ABT) 0.3 $707k NEW 7.3k 96.85
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Southwest Airlines (LUV) 0.3 $702k -6% 26k 27.07
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Ishares Tr Msci Eafe Etf (EFA) 0.3 $661k +21% 9.6k 68.92
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Walt Disney Company (DIS) 0.3 $659k +16% 8.1k 81.05
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Tesla Motors (TSLA) 0.3 $657k +143% 2.6k 250.22
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American Express Company (AXP) 0.3 $629k NEW 4.2k 149.18
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Ameriprise Financial (AMP) 0.3 $622k 1.9k 329.76
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Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) 0.3 $603k -8% 25k 24.64
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Vanguard Index Fds Growth Etf (VUG) 0.3 $591k +13% 2.2k 272.35
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Bristol Myers Squibb (BMY) 0.3 $588k +8% 10k 58.04
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Spdr Ser Tr Portfolio S&p600 (SPSM) 0.3 $574k -6% 16k 36.90
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SYSCO Corporation (SYY) 0.2 $543k -3% 8.2k 66.05
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First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (DJUL) 0.2 $539k NEW 16k 33.97
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International Business Machines (IBM) 0.2 $533k NEW 3.8k 140.31
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General Dynamics Corporation (GD) 0.2 $526k +42% 2.4k 220.98
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Lowe's Companies (LOW) 0.2 $523k +16% 2.5k 207.82
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Mondelez Intl Cl A (MDLZ) 0.2 $509k +38% 7.3k 69.40
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Raytheon Technologies Corp (RTX) 0.2 $507k +24% 7.1k 71.97
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Ishares Tr Rus 1000 Etf (IWB) 0.2 $502k -24% 2.1k 234.94
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Progressive Corporation (PGR) 0.2 $473k 3.4k 139.31
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $452k NEW 6.6k 68.81
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $449k NEW 3.5k 128.75
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $447k NEW 2.8k 160.97
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Consolidated Edison (ED) 0.2 $432k 5.1k 85.52
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Ishares Tr Eafe Grwth Etf (EFG) 0.2 $425k NEW 4.9k 86.30
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Mastercard Incorporated Cl A (MA) 0.2 $417k +18% 1.1k 396.03
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Asml Holding N V N Y Registry Shs (ASML) 0.2 $413k NEW 702.00 588.66
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Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $399k 1.9k 212.37
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First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (FSEP) 0.2 $391k +8% 11k 37.08
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Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $388k -2% 1.6k 249.43
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ConocoPhillips (COP) 0.2 $379k NEW 3.2k 119.81
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Lockheed Martin Corporation (LMT) 0.2 $377k +64% 922.00 408.94
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Texas Instruments Incorporated (TXN) 0.2 $365k +10% 2.3k 159.02
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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.2 $365k +5% 5.1k 71.44
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Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.2 $351k NEW 9.1k 38.65
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Snap-on Incorporated (SNA) 0.2 $346k +5% 1.4k 255.00
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Eli Lilly & Co. (LLY) 0.2 $330k NEW 614.00 536.71
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Comcast Corp Cl A (CMCSA) 0.1 $325k NEW 7.3k 44.34
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PNC Financial Services (PNC) 0.1 $322k +44% 2.6k 122.75
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Adobe Systems Incorporated (ADBE) 0.1 $301k NEW 591.00 509.90
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Select Sector Spdr Tr Financial (XLF) 0.1 $296k NEW 8.9k 33.17
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $295k NEW 960.00 307.11
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Deere & Company (DE) 0.1 $293k +7% 776.00 377.51
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Spdr Ser Tr Bloomberg High Y (JNK) 0.1 $281k NEW 3.1k 90.40
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Spdr Ser Tr SPDR S&P1500VL (VLU) 0.1 $281k -4% 1.9k 144.59
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Boston Scientific Corporation (BSX) 0.1 $280k NEW 5.3k 52.80
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Spdr Gold Tr Gold Shs (GLD) 0.1 $278k +2% 1.6k 171.45
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Vanguard Specialized Funds Div App Etf (VIG) 0.1 $271k NEW 1.7k 155.35
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Eaton Corp SHS (ETN) 0.1 $267k NEW 1.3k 213.28
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Fastenal Company (FAST) 0.1 $260k 4.8k 54.64
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First Tr Exchng Traded Fd Vi Us Eqt Deep Dufr (DFEB) 0.1 $259k 7.4k 34.85
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Becton, Dickinson and (BDX) 0.1 $249k +15% 963.00 258.40
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $243k -21% 1.1k 224.25
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Intuit (INTU) 0.1 $243k NEW 475.00 510.59
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Prudential Financial (PRU) 0.1 $235k NEW 2.5k 94.89
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Dominion Resources (D) 0.1 $231k NEW 5.2k 44.67
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Southern Company (SO) 0.1 $231k NEW 3.6k 64.72
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Zoetis Cl A (ZTS) 0.1 $226k NEW 1.3k 173.92
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First Tr Exchng Traded Fd Vi Ft Cboe Eqty Bfr (FDEC) 0.1 $226k 6.4k 35.19
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CVS Caremark Corporation (CVS) 0.1 $224k NEW 3.2k 69.83
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Moody's Corporation (MCO) 0.1 $222k NEW 703.00 316.17
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Medtronic SHS (MDT) 0.1 $222k NEW 2.8k 78.36
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Intel Corporation (INTC) 0.1 $222k NEW 6.2k 35.55
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Target Corporation (TGT) 0.1 $220k NEW 2.0k 110.57
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Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $218k -13% 3.0k 72.31
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Vanguard Index Fds Small Cp Etf (VB) 0.1 $218k +14% 1.2k 189.05
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MetLife (MET) 0.1 $217k NEW 3.4k 62.91
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Altria (MO) 0.1 $216k NEW 5.1k 42.05
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Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $213k NEW 3.1k 69.25
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BlackRock (BLK) 0.1 $212k NEW 328.00 646.49
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Bridgewater Bancshares (BWB) 0.1 $211k NEW 22k 9.48
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First Tr Exchng Traded Fd Vi Vest Us Eqt Dep (DOCT) 0.1 $211k 6.1k 34.61
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $205k NEW 521.00 392.97
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Synopsys (SNPS) 0.1 $204k NEW 445.00 458.97
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Qualcomm (QCOM) 0.1 $203k NEW 1.8k 111.08
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Vodafone Group Sponsored Adr (VOD) 0.1 $198k 21k 9.48
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Past Filings by Prosperity Consulting Group

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