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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, JEPI, QQQ, IWY, and represent 27.58% of Prosperity Consulting Group's stock portfolio.
Added to shares of these 10 stocks: QQQM (+$23M), IWY (+$23M), EFA (+$11M), IVV (+$6.8M), JEPI (+$5.2M), ICSH, EZU, IEMG, IVE, BIL.
Started 37 new stock positions in ISTB, SNDA, IBKR, THRO, SNDK, CTVA, MDB, EQNR, XVV, JBL.
Reduced shares in these 10 stocks: EPI, XLP, MRK, SCHD, JPST, , UL, SNPS, MSFT, MRSH.
Sold out of its positions in ELV, APO, AstraZeneca, BXSL, BR, BN, DELL, EPR, EPM, GSLC. HUBS, INDA, USHY, BBJP, MET, SPEM, VGK, VCIT, JHG, PNR, NXPI.
Prosperity Consulting Group was a net buyer of stock by $81M.
Prosperity Consulting Group has $2.2B in assets under management (AUM), dropping by 1.10%.
Central Index Key (CIK): 0001910398

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Portfolio Holdings for Prosperity Consulting Group

Prosperity Consulting Group holds 519 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Prosperity Consulting Group has 519 total positions. Only the first 250 positions are shown.

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Download the Prosperity Consulting Group March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	12.8	$289M	+2%	442k	653.21	View chart
Ishares Tr Msci Eafe Etf (EFA)	4.8	$108M	+11%	1.1M	97.13	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	3.5	$78M	+7%	1.4M	56.68	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.2	$73M		126k	577.18	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	3.2	$73M	+45%	292k	248.84	View chart
Apple (AAPL)	3.1	$70M		274k	253.79	View chart
Vanguard World Mega Cap Val Etf (MGV)	2.4	$54M		373k	144.95	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	2.3	$52M	+77%	220k	237.62	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.3	$51M		265k	191.81	View chart
Ishares Tr Ultra Short Dur (ICSH)	2.0	$45M	+12%	894k	50.62	View chart
Ishares Tr Eafe Value Etf (EFV)	1.9	$43M		580k	74.35	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.7	$37M		375k	99.27	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.6	$36M	+4%	56k	650.34	View chart
Select Sector Spdr Tr State Street Tec (XLK)	1.5	$35M	+3%	261k	132.90	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.5	$33M	+2%	114k	287.18	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	1.4	$31M	+6%	913k	33.77	View chart
NVIDIA Corporation (NVDA)	1.3	$29M		164k	174.40	View chart
Microsoft Corporation (MSFT)	1.2	$26M	-4%	71k	370.17	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$21M		74k	287.56	View chart
Amazon (AMZN)	0.9	$21M		98k	208.27	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.9	$20M	-8%	650k	30.68	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$19M		39k	479.20	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$17M		153k	113.11	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.7	$17M		113k	145.74	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.7	$16M		307k	53.22	View chart
Broadcom (AVGO)	0.7	$16M	+2%	51k	309.51	View chart
Spdr Series Trust State Street Spd (SDY)	0.6	$14M		97k	145.94	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.6	$14M	-3%	122k	110.86	View chart
JPMorgan Chase & Co. (JPM)	0.6	$13M	-2%	46k	294.16	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$13M		46k	286.86	View chart
Costco Wholesale Corporation (COST)	0.6	$12M	+16%	13k	996.39	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.5	$11M	-3%	78k	146.61	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.5	$11M	-5%	228k	49.37	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.5	$11M	-13%	221k	50.61	View chart
First Tr Exchange-traded SHS (FVD)	0.5	$11M		230k	47.03	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.5	$11M	-6%	99k	108.98	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.5	$11M	+8%	95k	111.37	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$10M	+9%	115k	90.53	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.5	$10M	+5%	81k	128.12	View chart
Fidelity Covington Trust Enhanced Mid (FMDE)	0.5	$10M		287k	35.96	View chart
Exxon Mobil Corporation (XOM)	0.5	$10M		60k	169.66	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.4	$10M	+2%	60k	165.70	View chart
Ishares Tr Core Div Grwth (DGRO)	0.4	$9.9M		141k	70.18	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$9.9M	+23%	23k	426.40	View chart
Eli Lilly & Co. (LLY)	0.4	$9.7M	+4%	11k	919.79	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$9.6M	+43%	137k	69.75	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.4	$9.4M	+14%	181k	52.19	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$9.2M	-2%	144k	64.08	View chart
Wal-Mart Stores (WMT)	0.4	$8.5M		69k	124.28	View chart
Visa Com Cl A (V)	0.4	$8.2M	-4%	27k	302.24	View chart
Meta Platforms Cl A (META)	0.4	$8.1M	-3%	14k	572.13	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.4	$8.1M	-5%	92k	87.84	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$7.6M		18k	430.29	View chart
First Tr Exchange-traded SHS (FDL)	0.3	$7.4M	+9%	146k	50.80	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.3	$7.3M	+9%	83k	88.49	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.3	$7.1M	-12%	149k	47.53	View chart
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)	0.3	$7.0M		24k	287.57	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$6.9M	-2%	32k	215.06	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.3	$6.7M	+5%	20k	337.95	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.3	$6.5M	-2%	105k	62.56	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$6.5M		61k	106.15	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.3	$6.5M	-6%	127k	50.98	View chart
Ishares Msci Eurzone Etf (EZU)	0.3	$6.5M	+151%	103k	62.64	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.3	$6.4M		742k	8.66	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.3	$6.2M	-7%	104k	60.10	View chart
Home Depot (HD)	0.3	$6.2M	-7%	19k	328.88	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$6.1M	+6%	78k	78.41	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.3	$6.1M	-4%	38k	161.73	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$5.9M	+45%	28k	213.67	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.3	$5.9M	+10%	129k	45.62	View chart
International Business Machines (IBM)	0.3	$5.7M	-6%	24k	242.39	View chart
Coca-Cola Company (KO)	0.3	$5.7M	-3%	75k	76.05	View chart
Bank of New York Mellon Corporation (BK)	0.3	$5.7M		48k	118.63	View chart
Abbvie (ABBV)	0.3	$5.7M		26k	217.49	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.3	$5.7M	-2%	59k	97.23	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.2	$5.5M	-7%	153k	35.94	View chart
McDonald's Corporation (MCD)	0.2	$5.4M	-8%	17k	310.79	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$5.4M		22k	248.00	View chart
Oneok (OKE)	0.2	$5.3M	-3%	59k	90.39	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.2	$5.2M	+6%	82k	64.35	View chart
Cisco Systems (CSCO)	0.2	$5.2M		67k	77.59	View chart
Johnson & Johnson (JNJ)	0.2	$5.0M	+4%	21k	244.45	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.2	$4.7M		103k	45.89	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$4.7M	+142%	22k	211.15	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$4.6M		18k	257.35	View chart
Tesla Motors (TSLA)	0.2	$4.6M		12k	371.75	View chart
Spdr Series Trust State Street Spd (BILS)	0.2	$4.4M	-18%	45k	99.44	View chart
Verizon Communications (VZ)	0.2	$4.3M	-8%	86k	50.20	View chart
Snap-on Incorporated (SNA)	0.2	$4.3M	-3%	12k	363.21	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$4.2M	+2%	57k	73.64	View chart
Valero Energy Corporation (VLO)	0.2	$4.1M	-7%	17k	247.08	View chart
Bank of America Corporation (BAC)	0.2	$4.0M		83k	48.75	View chart
Ishares Msci Cda Etf (EWC)	0.2	$3.9M	+152%	72k	54.79	View chart
Qualcomm (QCOM)	0.2	$3.9M	-2%	30k	128.78	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$3.9M	-6%	20k	196.20	View chart
Gilead Sciences (GILD)	0.2	$3.9M	-5%	28k	139.37	View chart
Spdr Series Trust State Street Spd (BIL)	0.2	$3.8M	+242%	42k	91.64	View chart
Ishares Msci Japan Etf (EWJ)	0.2	$3.7M	+130%	44k	84.44	View chart
Ishares Tr Core Msci Intl (IDEV)	0.2	$3.7M	+8%	44k	83.57	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$3.6M		54k	67.53	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.2	$3.6M		205k	17.75	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$3.6M		5.00	718140.00	View chart
Philip Morris International (PM)	0.2	$3.6M		22k	165.34	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$3.5M	-13%	32k	109.69	View chart
Procter & Gamble Company (PG)	0.2	$3.5M	-3%	24k	144.44	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$3.4M		11k	320.82	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.2	$3.4M		34k	100.17	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.2	$3.4M	+4%	78k	43.66	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$3.4M		80k	42.31	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$3.3M	+8%	5.6k	597.52	View chart
Waste Management (WM)	0.1	$3.3M	-2%	14k	229.78	View chart
TJX Companies (TJX)	0.1	$3.2M	-3%	20k	159.70	View chart
Marathon Petroleum Corp (MPC)	0.1	$3.2M	-5%	13k	244.18	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$3.1M	+3%	9.6k	328.68	View chart
Texas Instruments Incorporated (TXN)	0.1	$3.1M	-8%	16k	194.14	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$3.1M	+6%	22k	142.43	View chart
Wec Energy Group (WEC)	0.1	$3.1M	-4%	27k	115.77	View chart
Merck & Co (MRK)	0.1	$3.1M	-38%	26k	120.29	View chart
Mastercard Incorporated Cl A (MA)	0.1	$3.1M	-2%	6.1k	499.69	View chart
Sap Se Spon Adr (SAP)	0.1	$3.1M	-4%	18k	171.21	View chart
Caterpillar (CAT)	0.1	$3.0M		4.3k	708.42	View chart
Watsco, Incorporated (WSO)	0.1	$2.9M	-5%	8.1k	363.79	View chart
Hca Holdings (HCA)	0.1	$2.9M	-3%	6.1k	473.22	View chart
Parker-Hannifin Corporation (PH)	0.1	$2.8M	-3%	3.1k	895.24	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$2.8M		41k	68.47	View chart
American Express Company (AXP)	0.1	$2.8M		9.2k	302.48	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)	0.1	$2.7M		63k	43.55	View chart
At&t (T)	0.1	$2.7M		94k	28.99	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.1	$2.7M		25k	109.10	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$2.7M		33k	80.58	View chart
Republic Services (RSG)	0.1	$2.6M	-4%	12k	219.01	View chart
Air Products & Chemicals (APD)	0.1	$2.5M		8.7k	290.49	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$2.5M		49k	51.93	View chart
Chevron Corporation (CVX)	0.1	$2.5M	-5%	12k	206.91	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$2.5M	-3%	14k	184.28	View chart
British Amern Tob Sponsored Adr (BTI)	0.1	$2.5M	-5%	42k	58.47	View chart
Thomson Reuters Corp. (TRI)	0.1	$2.5M	+469%	27k	89.98	View chart
Ishares Tr Mrning Sm Cp Etf (ISCV)	0.1	$2.4M	-6%	35k	69.51	View chart
Spdr Series Trust State Street Spd (SLYG)	0.1	$2.4M	-4%	25k	96.62	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$2.4M	-3%	33k	73.14	View chart
Automatic Data Processing (ADP)	0.1	$2.3M	-6%	12k	203.19	View chart
Nasdaq Omx (NDAQ)	0.1	$2.3M	-10%	27k	84.89	View chart
Cme (CME)	0.1	$2.3M	+918%	7.8k	295.35	View chart
Thermo Fisher Scientific (TMO)	0.1	$2.3M		4.7k	491.48	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$2.3M	+100%	6.4k	356.57	View chart
American Electric Power Company (AEP)	0.1	$2.2M	+2%	17k	131.08	View chart
Shell Spon Ads (SHEL)	0.1	$2.2M	-5%	24k	93.00	View chart
Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG)	0.1	$2.2M		40k	54.81	View chart
Ishares Tr Msci Uk Etf New (EWU)	0.1	$2.1M	+168%	47k	45.56	View chart
Netflix (NFLX)	0.1	$2.1M	-8%	22k	96.15	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$2.1M		27k	79.56	View chart
Relx Sponsored Adr (RELX)	0.1	$2.1M	-3%	63k	33.15	View chart
Pepsi (PEP)	0.1	$2.1M	-6%	13k	155.29	View chart
Cintas Corporation (CTAS)	0.1	$2.1M	-2%	12k	169.14	View chart
Williams Companies (WMB)	0.1	$2.0M	-2%	28k	72.78	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$2.0M		26k	76.54	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$2.0M		4.6k	436.77	View chart
Citigroup Com New (C)	0.1	$2.0M		18k	113.41	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$2.0M		38k	52.54	View chart
Edison International (EIX)	0.1	$1.9M	+4%	26k	73.18	View chart
Intuitive Surgical Com New (ISRG)	0.1	$1.9M	-6%	4.1k	460.99	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$1.9M	-11%	9.5k	198.29	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.9M		9.6k	192.91	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.1	$1.8M		27k	69.71	View chart
UnitedHealth (UNH)	0.1	$1.8M	-4%	6.7k	270.60	View chart
Vaneck Etf Trust Vaneck Shrt Muni (SMB)	0.1	$1.8M	-11%	103k	17.30	View chart
Ishares Msci Pac Jp Etf (EPP)	0.1	$1.8M	+119%	34k	53.14	View chart
BP Sponsored Adr (BP)	0.1	$1.7M	-2%	37k	47.00	View chart
Realty Income (O)	0.1	$1.7M	-7%	28k	61.18	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$1.7M	-4%	19k	92.76	View chart
Medtronic SHS (MDT)	0.1	$1.7M	-9%	20k	86.65	View chart
Ge Vernova (GEV)	0.1	$1.7M	+7%	2.0k	872.93	View chart
Citizens Financial (CFG)	0.1	$1.7M	+5%	29k	59.97	View chart
Us Bancorp Com New (USB)	0.1	$1.7M	+3%	33k	52.01	View chart
S&p Global (SPGI)	0.1	$1.7M	-11%	4.0k	425.39	View chart
Arista Networks Com Shs (ANET)	0.1	$1.7M	+10%	14k	122.78	View chart
Chubb (CB)	0.1	$1.7M	+8%	5.1k	325.94	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$1.6M		17k	95.48	View chart
Goldman Sachs (GS)	0.1	$1.6M	-16%	1.9k	845.99	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$1.6M		36k	44.80	View chart
Advanced Micro Devices (AMD)	0.1	$1.6M	+10%	7.9k	203.43	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$1.6M		5.3k	298.82	View chart
First Tr Exchange-traded Hlth Care Alph (FXH)	0.1	$1.6M		14k	109.77	View chart
Metropcs Communications (TMUS)	0.1	$1.6M	-14%	7.4k	210.03	View chart
Micron Technology (MU)	0.1	$1.6M	+18%	4.6k	337.84	View chart
CSX Corporation (CSX)	0.1	$1.5M	-8%	38k	41.05	View chart
Palantir Technologies Cl A (PLTR)	0.1	$1.5M	+33%	11k	146.28	View chart
Ohio Valley Banc (OVBC)	0.1	$1.5M		35k	43.86	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$1.5M		16k	93.93	View chart
Spdr Series Trust State Street Spd (SPSB)	0.1	$1.5M	+7%	50k	30.07	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.1	$1.5M		33k	44.28	View chart
American Water Works (AWK)	0.1	$1.4M	-19%	11k	136.09	View chart
Kla Corp Com New (KLAC)	0.1	$1.4M	+2%	976.00	1472.41	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$1.4M	+71%	1.1k	1320.83	View chart
Cincinnati Financial Corporation (CINF)	0.1	$1.4M		9.1k	157.35	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$1.4M		23k	62.68	View chart
Pfizer (PFE)	0.1	$1.4M	-18%	50k	28.08	View chart
Paypal Holdings (PYPL)	0.1	$1.4M	-7%	31k	45.23	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$1.4M		9.2k	151.42	View chart
Ford Motor Company (F)	0.1	$1.4M	+4%	121k	11.54	View chart
Abbott Laboratories (ABT)	0.1	$1.4M		14k	102.67	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.1	$1.4M	+3%	29k	47.37	View chart
Exelon Corporation (EXC)	0.1	$1.3M	+3%	28k	49.02	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$1.3M		9.6k	135.72	View chart
Oracle Corporation (ORCL)	0.1	$1.3M	-12%	8.9k	147.11	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$1.3M	+5%	11k	114.99	View chart
Mccormick & Co Com Non Vtg (MKC)	0.1	$1.3M	-15%	26k	50.44	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$1.3M	+2%	19k	68.28	View chart
Southern Company (SO)	0.1	$1.3M		13k	96.52	View chart
Linde SHS (LIN)	0.1	$1.3M	-40%	2.6k	495.84	View chart
GSK Sponsored Adr (GSK)	0.1	$1.3M		23k	55.19	View chart
Eaton Corp SHS (ETN)	0.1	$1.3M	+3%	3.5k	357.67	View chart
First Tr Exchange-traded Indls Prod Dur (FXR)	0.1	$1.2M		15k	81.63	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.1	$1.2M	-2%	10k	121.92	View chart
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)	0.1	$1.2M	-3%	5.4k	229.06	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.2M	+6%	2.1k	604.31	View chart
Cameco Corporation (CCJ)	0.1	$1.2M		11k	108.61	View chart
Sony Group Corp Sponsored Adr (SONY)	0.1	$1.2M	-8%	57k	20.70	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$1.2M	-4%	24k	49.81	View chart
Capital One Financial (COF)	0.1	$1.2M	-6%	6.4k	182.43	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	0.1	$1.2M		21k	56.50	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$1.2M	-19%	17k	68.14	View chart
Altria (MO)	0.1	$1.2M	-25%	18k	65.99	View chart
Southern Copper Corporation (SCCO)	0.1	$1.2M		6.7k	172.06	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$1.1M		3.7k	302.22	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$1.1M	+13%	12k	91.77	View chart
FirstEnergy (FE)	0.0	$1.1M		22k	50.66	View chart
Blackrock (BLK)	0.0	$1.1M	+10%	1.2k	961.71	View chart
ConocoPhillips (COP)	0.0	$1.1M	+5%	8.4k	132.00	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$1.1M	-16%	2.7k	391.80	View chart
Ge Aerospace Com New (GE)	0.0	$1.1M	+5%	3.8k	283.80	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$1.1M	-14%	6.9k	155.12	View chart
Nextera Energy (NEE)	0.0	$1.1M	-17%	12k	92.88	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.0	$1.1M	-66%	13k	81.98	View chart
Constellation Energy (CEG)	0.0	$1.1M	+2%	3.8k	279.23	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$1.1M	+22%	19k	56.79	View chart
Quanta Services (PWR)	0.0	$1.1M	-17%	1.9k	549.02	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$1.1M	-4%	36k	29.08	View chart
Applied Materials (AMAT)	0.0	$1.1M	+8%	3.1k	341.79	View chart
Deere & Company (DE)	0.0	$1.0M		1.9k	563.42	View chart
Duke Energy Corp Com New (DUK)	0.0	$1.0M	-46%	8.0k	130.94	View chart
Natwest Group Spons Adr (NWG)	0.0	$1.0M	NEW	70k	14.90	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$1.0M		2.8k	367.44	View chart
Wells Fargo & Company (WFC)	0.0	$1.0M	+4%	13k	79.61	View chart
Morgan Stanley Com New (MS)	0.0	$1.0M	+36%	6.2k	164.57	View chart
Marsh & McLennan Companies (MRSH)	0.0	$1.0M	-54%	5.8k	173.46	View chart
Prudential Financial (PRU)	0.0	$1.0M		10k	97.69	View chart
Ishares Tr High Yld Corp Bd (HYGW)	0.0	$1.0M		34k	29.50	View chart
Arthur J. Gallagher & Co. (AJG)	0.0	$990k	-52%	4.6k	216.60	View chart
O'reilly Automotive (ORLY)	0.0	$986k	-3%	11k	92.31	View chart

Past Filings by Prosperity Consulting Group

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

Prosperity Consulting Group 2026 Q1 filed May 5, 2026
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

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