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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, AAPL, JEPI, and represent 26.44% of Prosperity Consulting Group's stock portfolio.
Added to shares of these 10 stocks: DYNF (+$39M), BAI (+$35M), MMAX (+$21M), VO (+$21M), IEMG (+$11M), IDEF (+$11M), IWF (+$11M), TENM (+$6.0M), QQQM (+$5.3M), NVDA.
Started 128 new stock positions in DDOG, FAST, ROK, IDEF, HLN, YMM, AXTA, XES, SHW, FNB.
Reduced shares in these 10 stocks: QUAL (-$41M), IWY (-$13M), IVV (-$7.3M), ICSH (-$6.7M), Thomson Reuters Corp., AGG, RELX, BIL, XLK, VV.
Sold out of its positions in AMP, AN, BDTX, THRO, DT, EQNR, HAL, Honeywell International, PDBC, TLH. MLM, NKE, OXY, SLB, Thomson Reuters Corp., EPI, ENLV.
Prosperity Consulting Group was a net buyer of stock by $185M.
Prosperity Consulting Group has $2.6B in assets under management (AUM), dropping by 17.61%.
Central Index Key (CIK): 0001910398

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Portfolio Holdings for Prosperity Consulting Group

Prosperity Consulting Group holds 630 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Prosperity Consulting Group has 630 total positions. Only the first 250 positions are shown.

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Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	12.3	$324M	-2%	433k	748.89	View chart
Ishares Tr Msci Eafe Etf (EFA)	4.5	$120M	+3%	1.2M	103.88	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.5	$93M		126k	736.40	View chart
Apple (AAPL)	3.1	$83M	+4%	287k	289.36	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	3.0	$79M	+2%	1.4M	56.48	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	2.7	$72M	+7%	238k	302.97	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	2.7	$72M	-15%	247k	290.62	View chart
Vanguard World Mega Cap Val Etf (MGV)	2.4	$63M	+3%	386k	163.45	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	1.8	$48M	-3%	253k	190.52	View chart
Ishares Tr Eafe Value Etf (EFV)	1.8	$48M	+8%	626k	76.55	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.6	$42M		57k	746.77	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.5	$40M	+5846%	585k	68.01	View chart
Ishares Tr Ultra Short Dur (ICSH)	1.5	$39M	-14%	762k	50.58	View chart
NVIDIA Corporation (NVDA)	1.4	$37M	+13%	187k	200.09	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	1.4	$36M	+9%	996k	36.53	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	1.4	$36M	+8702%	678k	52.72	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.3	$35M	-5%	355k	98.98	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.1	$30M	+228%	376k	80.57	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$30M	+12%	83k	357.37	View chart
Microsoft Corporation (MSFT)	1.1	$29M	+8%	77k	373.02	View chart
Amazon (AMZN)	1.0	$25M	+7%	106k	238.34	View chart
Ishares Core Msci Emkt (IEMG)	0.9	$23M	+98%	273k	82.84	View chart
Ishares Tr Larg Cap Mar Etf (MMAX)	0.8	$21M	NEW	783k	27.05	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$21M		152k	137.53	View chart
Broadcom (AVGO)	0.8	$20M	+4%	54k	377.75	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.8	$20M	+9%	124k	164.60	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$20M	+2%	40k	500.39	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.7	$20M	-5%	618k	31.71	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.7	$17M	-70%	79k	219.43	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.6	$16M	-2%	299k	53.17	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$16M	-3%	45k	353.33	View chart
JPMorgan Chase & Co. (JPM)	0.6	$16M	+3%	47k	327.33	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.6	$15M		96k	152.18	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.5	$14M	+16%	94k	146.41	View chart
Eli Lilly & Co. (LLY)	0.5	$14M	+6%	11k	1199.42	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$13M	+366%	108k	124.17	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.5	$13M	+10%	105k	124.42	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.5	$12M	-5%	115k	107.13	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.5	$12M	-3%	75k	158.66	View chart
Costco Wholesale Corporation (COST)	0.4	$12M		13k	935.49	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$12M	+4%	120k	96.58	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.4	$11M	-2%	96k	117.28	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.4	$11M	-8%	207k	53.61	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.4	$11M	NEW	341k	31.78	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.4	$11M	+13%	205k	52.60	View chart
First Tr Exchange-traded SHS (FVD)	0.4	$11M	-2%	223k	48.18	View chart
Ishares Tr Core Div Grwth (DGRO)	0.4	$11M		139k	75.79	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.4	$11M		60k	176.65	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.4	$11M	+11%	22k	477.57	View chart
Fidelity Covington Trust Enh Mid Cor Etf (FMDE)	0.4	$10M	-10%	257k	40.58	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.4	$10M	-7%	205k	50.57	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$10M		142k	71.25	View chart
Visa Com Cl A (V)	0.4	$9.7M	+4%	28k	343.08	View chart
Meta Platforms Cl A (META)	0.3	$8.9M	+11%	16k	563.27	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$8.8M	+32%	36k	242.43	View chart
Ishares Tr Core 80 20 Etf (AOA)	0.3	$8.4M	+3%	86k	97.60	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.3	$8.3M	-6%	86k	95.62	View chart
Exxon Mobil Corporation (XOM)	0.3	$8.2M		60k	136.72	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.3	$8.0M		148k	54.03	View chart
Wal-Mart Stores (WMT)	0.3	$8.0M	+3%	71k	113.26	View chart
Micron Technology (MU)	0.3	$8.0M	+49%	6.9k	1154.29	View chart
Cisco Systems (CSCO)	0.3	$7.8M		66k	117.46	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$7.6M		32k	236.62	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.3	$7.6M	+4%	775k	9.81	View chart
First Tr Exchange-traded SHS (FDL)	0.3	$7.4M	+4%	153k	48.66	View chart
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)	0.3	$7.3M	-9%	22k	331.43	View chart
Ishares Msci Eurzone Etf (EZU)	0.3	$7.2M		104k	69.50	View chart
Bank of New York Mellon Corporation (BNY)	0.3	$7.2M	+3%	50k	144.61	View chart
Abbvie (ABBV)	0.3	$7.0M	+6%	28k	251.64	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.3	$7.0M		38k	185.23	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$6.9M	+5%	19k	368.38	View chart
Home Depot (HD)	0.3	$6.7M		19k	352.69	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$6.7M	+2%	22k	300.45	View chart
International Business Machines (IBM)	0.3	$6.6M		24k	281.20	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$6.6M	+12%	144k	45.49	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.2	$6.5M		127k	51.00	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$6.5M	+6%	83k	77.91	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$6.4M		58k	110.32	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$6.4M	-2%	102k	62.20	View chart
Coca-Cola Company (KO)	0.2	$6.3M	+2%	77k	81.27	View chart
Tesla Motors (TSLA)	0.2	$6.2M	+19%	15k	420.60	View chart
Ishares Tr Core 60 Bala Etf (AOR)	0.2	$6.1M	+7%	87k	69.50	View chart
Ishares Tr Large Cap 10 (TENM)	0.2	$6.0M	NEW	223k	27.01	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.2	$6.0M	-10%	93k	64.71	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$5.8M	+16%	26k	227.06	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$5.8M	-5%	9.0k	640.78	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.2	$5.7M	-7%	141k	40.68	View chart
Johnson & Johnson (JNJ)	0.2	$5.7M	+9%	23k	253.97	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$5.7M	-14%	53k	107.62	View chart
Texas Instruments Incorporated (TXN)	0.2	$5.5M	+14%	19k	298.07	View chart
Advanced Micro Devices (AMD)	0.2	$5.5M	+19%	9.5k	580.91	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$5.4M	-2%	18k	306.30	View chart
Qualcomm (QCOM)	0.2	$5.3M	-4%	29k	184.79	View chart
Oneok (OKE)	0.2	$4.8M	-6%	55k	86.94	View chart
McDonald's Corporation (MCD)	0.2	$4.7M		17k	270.31	View chart
Snap-on Incorporated (SNA)	0.2	$4.7M		12k	402.40	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.2	$4.7M		103k	45.34	View chart
Bank of America Corporation (BAC)	0.2	$4.7M		82k	56.98	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.2	$4.4M	+7%	36k	121.42	View chart
Valero Energy Corporation (VLO)	0.2	$4.3M		17k	260.44	View chart
Philip Morris International (PM)	0.2	$4.3M	+9%	24k	180.91	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$4.3M		20k	217.92	View chart
Ishares Msci Cda Etf (EWC)	0.2	$4.2M		73k	57.64	View chart
Ishares Msci Japan Etf (EWJ)	0.2	$4.1M		44k	93.27	View chart
Caterpillar (CAT)	0.2	$4.1M	-9%	3.9k	1064.97	View chart
Ishares Tr Core Msci Intl (IDEV)	0.2	$4.0M	+3%	45k	89.01	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$3.9M	-6%	51k	77.11	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$3.9M	-2%	10k	370.04	View chart
Procter & Gamble Company (PG)	0.1	$3.8M	+8%	26k	146.64	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$3.8M	-6%	30k	127.81	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$3.7M		5.00	748850.00	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$3.7M	-3%	5.4k	686.78	View chart
Verizon Communications (VZ)	0.1	$3.6M		86k	42.34	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$3.6M	-2%	199k	17.88	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$3.5M	+4%	81k	43.50	View chart
Merck & Co (MRK)	0.1	$3.5M	+6%	27k	128.50	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$3.5M	-3%	21k	164.27	View chart
Spdr Series Trust St Str Bl 12 Etf (BILS)	0.1	$3.5M	-22%	35k	99.38	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$3.4M		81k	42.41	View chart
Gilead Sciences (GILD)	0.1	$3.4M	-2%	27k	126.34	View chart
Kla Corp Com New (KLAC)	0.1	$3.3M	+1032%	11k	301.71	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$3.3M	-20%	45k	73.41	View chart
American Express Company (AXP)	0.1	$3.3M	+6%	9.8k	338.24	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$3.3M	+2%	34k	96.49	View chart
Watsco, Incorporated (WSO)	0.1	$3.3M	-3%	7.8k	416.73	View chart
Parker-Hannifin Corporation (PH)	0.1	$3.2M	+5%	3.3k	978.12	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$3.2M	+21%	7.8k	409.52	View chart
Marathon Petroleum Corp (MPC)	0.1	$3.2M	-4%	12k	255.67	View chart
Mastercard Incorporated Cl A (MA)	0.1	$3.2M		6.2k	513.56	View chart
Waste Management (WM)	0.1	$3.1M		14k	222.88	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$3.1M		41k	76.11	View chart
Wec Energy Group (WEC)	0.1	$3.1M		27k	116.77	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.1	$3.0M	+30%	35k	87.88	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.1	$3.0M	+9%	27k	111.31	View chart
Ge Vernova (GEV)	0.1	$2.9M	+25%	2.5k	1174.91	View chart
TJX Companies (TJX)	0.1	$2.9M	-4%	19k	151.50	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$2.9M	+9%	3.0k	965.13	View chart
Intel Corporation (INTC)	0.1	$2.9M	+25%	21k	139.63	View chart
UnitedHealth Call Option (UNH)	0.1	$2.9M	+3%	6.9k	415.63	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	0.1	$2.8M	-3%	24k	119.13	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)	0.1	$2.8M	-5%	59k	46.85	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$2.8M	+28%	1.4k	1989.44	View chart
Applied Materials (AMAT)	0.1	$2.8M	+23%	3.8k	723.00	View chart
Sap Se Spon Adr (SAP)	0.1	$2.7M	-2%	17k	154.11	View chart
Citigroup Com New (C)	0.1	$2.7M	+7%	19k	139.96	View chart
Ishares Tr Mrning Sm Cp Etf (ISCV)	0.1	$2.6M	-3%	33k	78.32	View chart
American Electric Power Company (AEP)	0.1	$2.6M	+12%	19k	136.81	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.1	$2.6M		50k	52.34	View chart
Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG)	0.1	$2.6M		40k	64.53	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$2.6M	-4%	13k	197.61	View chart
British Amern Tob Sponsored Adr (BTI)	0.1	$2.5M	-5%	40k	61.76	View chart
Automatic Data Processing (ADP)	0.1	$2.5M	-4%	11k	223.96	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$2.4M		32k	74.90	View chart
Republic Services (RSG)	0.1	$2.4M	-5%	11k	213.07	View chart
Air Products & Chemicals (APD)	0.1	$2.4M	-5%	8.3k	293.16	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$2.3M	+489%	27k	86.14	View chart
Hca Holdings (HCA)	0.1	$2.3M		6.0k	389.88	View chart
Williams Companies (WMB)	0.1	$2.3M	+11%	31k	74.34	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.1	$2.2M	-42%	24k	91.64	View chart
Arista Networks Com Shs (ANET)	0.1	$2.2M	-3%	13k	169.88	View chart
Ishares Tr Msci Uk Etf New (EWU)	0.1	$2.2M	+2%	48k	46.14	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$2.2M	+2%	27k	79.97	View chart
Citizens Financial (CFG)	0.1	$2.2M	+8%	31k	70.07	View chart
Goldman Sachs (GS)	0.1	$2.2M	+10%	2.1k	1011.37	View chart
At&t (T)	0.1	$2.1M	+10%	104k	20.70	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$2.1M		38k	56.52	View chart
Raytheon Technologies Corp (RTX)	0.1	$2.1M	+17%	11k	189.73	View chart
Cintas Corporation (CTAS)	0.1	$2.1M		12k	170.08	View chart
Us Bancorp Com New (USB)	0.1	$2.0M	+3%	34k	60.40	View chart
Edison International (EIX)	0.1	$2.0M	+3%	27k	74.45	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.1	$2.0M		27k	75.77	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$2.0M		17k	117.02	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$2.0M	-2%	22k	89.85	View chart
Realty Income (O)	0.1	$2.0M	+12%	32k	61.96	View chart
Nasdaq Omx (NDAQ)	0.1	$2.0M	-8%	25k	78.82	View chart
Shell Spon Ads (SHEL)	0.1	$2.0M	+5%	25k	77.54	View chart
Chevron Corporation (CVX)	0.1	$1.9M	-3%	12k	165.76	View chart
Thomsoncorp (TRI)	0.1	$1.9M	NEW	24k	81.67	View chart
Lam Research Corp Com New (LRCX)	0.1	$1.9M	+39%	4.5k	433.33	View chart
Thermo Fisher Scientific (TMO)	0.1	$1.9M	-18%	3.8k	501.30	View chart
Cincinnati Financial Corporation (CINF)	0.1	$1.9M	+11%	10k	185.13	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$1.9M	+80%	30k	61.46	View chart
CSX Corporation (CSX)	0.1	$1.9M	+3%	39k	47.53	View chart
Ishares Msci Pac Jp Etf (EPP)	0.1	$1.8M	+3%	35k	53.26	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$1.8M	+18%	23k	81.06	View chart
Pepsi (PEP)	0.1	$1.8M		13k	135.40	View chart
Chubb (CB)	0.1	$1.8M		5.2k	340.73	View chart
Ge Aerospace Com New (GE)	0.1	$1.8M	+24%	4.7k	373.71	View chart
Amphenol Corp Cl A (APH)	0.1	$1.7M	+44%	9.8k	176.32	View chart
Palo Alto Networks (PANW)	0.1	$1.7M	+27%	5.0k	341.02	View chart
Linde SHS (LIN)	0.1	$1.7M	+27%	3.3k	518.86	View chart
Ford Motor Company (F)	0.1	$1.7M		122k	13.90	View chart
First Tr Exchange-traded Hlth Care Alph (FXH)	0.1	$1.7M	-3%	14k	122.40	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$1.7M	-5%	18k	93.92	View chart
GSK Sponsored Adr (GSK)	0.1	$1.6M	+37%	31k	52.42	View chart
Netflix (NFLX)	0.1	$1.6M	+3%	23k	71.40	View chart
Vaneck Etf Trust Vaneck Shrt Muni (SMB)	0.1	$1.6M	-9%	93k	17.35	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$1.6M	+3%	17k	96.44	View chart
S&p Global (SPGI)	0.1	$1.6M		3.9k	407.21	View chart
Quanta Services (PWR)	0.1	$1.5M	+11%	2.1k	720.04	View chart
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)	0.1	$1.5M		5.4k	287.70	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.1	$1.5M	-2%	32k	47.38	View chart
Eaton Corp SHS (ETN)	0.1	$1.5M	+2%	3.6k	426.12	View chart
Ohio Valley Banc (OVBC)	0.1	$1.5M		35k	43.43	View chart
Altria (MO)	0.1	$1.5M	+19%	21k	71.95	View chart
Spdr Series Trust St Shor Corp Etf (SPSB)	0.1	$1.5M		50k	30.01	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$1.5M	-7%	34k	44.75	View chart
Medtronic SHS (MDT)	0.1	$1.5M	-5%	19k	78.23	View chart
Oracle Corporation (ORCL)	0.1	$1.5M	+12%	10k	146.55	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$1.5M	+14%	21k	68.41	View chart
Morgan Stanley Com New (MS)	0.1	$1.4M	+11%	6.9k	209.05	View chart
BP Sponsored Adr (BP)	0.1	$1.4M	+3%	39k	36.95	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$1.4M		9.1k	156.30	View chart
Cme (CME)	0.1	$1.4M	-18%	6.4k	220.83	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.1	$1.4M		10k	139.87	View chart
American Water Works (AWK)	0.1	$1.4M		11k	131.58	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$1.4M		3.8k	365.67	View chart
First Tr Exchange-traded Indls Prod Dur (FXR)	0.1	$1.4M	-2%	15k	91.12	View chart
Southern Company (SO)	0.1	$1.3M	+5%	14k	95.71	View chart
Paypal Holdings (PYPL)	0.1	$1.3M		31k	43.18	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$1.3M	+401%	48k	27.41	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$1.3M		7.0k	188.10	View chart
Intuitive Surgical Com New (ISRG)	0.0	$1.3M	-19%	3.3k	397.68	View chart
Ishares Tr Core 40 Mode Etf (AOM)	0.0	$1.3M	-9%	26k	49.89	View chart
Exelon Corporation (EXC)	0.0	$1.3M		28k	46.62	View chart
Regions Financial Corporation (RF)	0.0	$1.3M	+17%	43k	30.20	View chart
Metropcs Communications (TMUS)	0.0	$1.3M	+3%	7.7k	167.72	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$1.3M	-4%	11k	117.67	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$1.3M	-2%	35k	36.13	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$1.3M	+406%	14k	87.91	View chart
Abbott Laboratories (ABT)	0.0	$1.3M	+2%	14k	90.74	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	0.0	$1.2M		21k	59.95	View chart
ConocoPhillips (COP)	0.0	$1.2M	+41%	12k	103.96	View chart
Palantir Technologies Cl A (PLTR)	0.0	$1.2M		10k	116.67	View chart
Wells Fargo & Company (WFC)	0.0	$1.2M	+9%	14k	82.64	View chart
Atmos Energy Corporation (ATO)	0.0	$1.2M	+299%	6.8k	172.27	View chart
Lockheed Martin Corporation (LMT)	0.0	$1.2M	+12%	2.3k	509.37	View chart
Dell Technologies CL C (DELL)	0.0	$1.2M	NEW	2.7k	431.43	View chart
Southern Copper Corporation (SCCO)	0.0	$1.2M		6.7k	174.27	View chart
Blackrock (BLK)	0.0	$1.2M	+4%	1.2k	961.56	View chart
Natwest Group Spons Adr (NWG)	0.0	$1.2M	-6%	65k	17.63	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.0	$1.1M	-2%	23k	49.78	View chart
Trane Technologies SHS (TT)	0.0	$1.1M	+11%	2.3k	491.16	View chart
Xcel Energy (XEL)	0.0	$1.1M	+29%	14k	80.30	View chart
Welltower Inc Com reit (WELL)	0.0	$1.1M	+22%	5.0k	226.97	View chart
Nextera Energy (NEE)	0.0	$1.1M	+11%	13k	87.77	View chart
Cameco Corporation (CCJ)	0.0	$1.1M		11k	101.86	View chart
Eversource Energy (ES)	0.0	$1.1M	+11%	15k	72.27	View chart
Sandisk Corp (SNDK)	0.0	$1.1M	+53%	489.00	2273.73	View chart
Pfizer (PFE)	0.0	$1.1M	-10%	45k	24.08	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 Q2 filed Aug. 13, 2026
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

View all past filings

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