Prosperity-Consulting-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "NWE",
  "ARES",
  null,
  null,
  "RF",
  "PBA",
  "SMCI",
  null,
  null,
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  null,
  null,
  "VONG",
  "ALL",
  "GOOGL",
  "AXP",
  "ASML",
  "T",
  "BLK",
  "ENR",
  "AYI",
  "CAT",
  "BUD",
  "AVGO",
  "LOW",
  null,
  "AVEM",
  "ARCC",
  "BOH",
  "BSX",
  "HRB",
  null,
  "CCI",
  "COF",
  "CMI",
  "DUK",
  "D",
  null,
  "RGP",
  "RL",
  "SJW",
  null,
  "EOG",
  "FITB",
  "SCWO",
  "GD",
  "GILD",
  "GIS",
  "HON",
  "HD",
  "HPQ",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
  null,
  "INTU",
  null,
  null,
  null,
  null,
  null,
  "FE",
  "UNP",
  null,
  null,
  "QCOM",
  "GLPI",
  "GGB",
  "SCCO",
  "LAMR",
  null,
  "ISRG",
  null,
  "HWM",
  null,
  "AMAT",
  "EMR",
  "MUB",
  "META",
  null,
  "IVW",
  null,
  "IJH",
  null,
  "PSTL",
  null,
  null,
  "SGC",
  null,
  null,
  null,
  null,
  "KMI",
  "LHX",
  "LAZ",
  "IWS",
  "LIN",
  "EXG",
  "MPC",
  "MMC",
  null,
  "PWR",
  "MA",
  "MDT",
  "MSFT",
  "MAA",
  "MDLZ",
  "MS",
  "TMUS",
  "NDAQ",
  "EQIX",
  "ETD",
  "EPR",
  "EXC",
  "EPM",
  "GE",
  "GPC",
  "NI",
  "OXY",
  null,
  null,
  null,
  null,
  "OMF",
  "ORLY",
  "EMN",
  "BX",
  "HSY",
  "AMP",
  "IJR",
  "EFG",
  "ANET",
  "KKR",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "NOC",
  "OKE",
  "PAYX",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "EEM",
  null,
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "PGR",
  "IEMG",
  "HTGC",
  "IVV",
  null,
  null,
  "PBR",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  null,
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "MKC",
  "AMGN",
  null,
  null,
  "IEFA",
  "SPGI",
  "RELX",
  null,
  null,
  "NOW",
  "SHOP",
  "SLB",
  "ROP",
  "SRE",
  "O",
  "SNA",
  "SHEL",
  "RTX",
  "GLD",
  "STX",
  "SAP",
  null,
  null,
  null,
  null,
  null,
  "BP",
  "AMT",
  null,
  "RSG",
  null,
  "IBM",
  "SBUX",
  "SNPS",
  "CI",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TFC",
  "TRV",
  "UBER",
  "UL",
  "UTHR",
  "UNM",
  "BIV",
  "VO",
  "MET",
  "NG",
  "VXF",
  "VV",
  "VOE",
  "OGE",
  "MNRO",
  "BWB",
  "FLWS",
  "VWO",
  null,
  null,
  null,
  null,
  null,
  null,
  "VCIT",
  "TOWN",
  "NGG",
  "VIG",
  null,
  "LYG",
  null,
  null,
  "TBLD",
  "SNY",
  "IEF",
  null,
  "TSM",
  "GSK",
  null,
  null,
  null,
  "ETR",
  "VTR",
  "VYM",
  null,
  "DD",
  "VRTX",
  "EW",
  "TT",
  "ATO",
  "MTN",
  "AMD",
  "SONY",
  "SDY",
  "WSO",
  "IP",
  "F",
  "WEC",
  "AJG",
  "WM",
  "FTNT",
  "IWP",
  "IWR",
  "AEP",
  "BKR",
  "ESCA",
  "ES",
  "IPG",
  null,
  null,
  "PEG",
  "NVO",
  "AMZN",
  null,
  null,
  "IVE",
  "HCA",
  null,
  "PFG",
  "HBAN",
  null,
  "VEU",
  "VGT",
  "USB",
  null,
  "VUG",
  "VLO",
  "VEA",
  "VXUS",
  null,
  "VTWO",
  "VBK",
  "VBR",
  "VOT",
  "BSV",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WFC",
  "WEN",
  null,
  "WHG",
  "WHR",
  "WMB",
  null,
  null,
  null,
  "XEL",
  "IUSG",
  null,
  null,
  null,
  null,
  "DTE",
  "OC",
  "FNF",
  "JHG",
  "SCHD",
  "ET",
  "DVY",
  "SCHG",
  "SCHA",
  "NSC",
  null,
  "JCI",
  "NXPI",
  "SO",
  null,
  "TTD",
  "SON",
  "PSX",
  "CRM",
  "ORI",
  null,
  null,
  null,
  "LYB",
  null,
  null,
  "GEV",
  "MELI",
  "TRI.TO",
  "DGRO",
  "MCK",
  null,
  null,
  null,
  "AME",
  "KMB",
  "ADP",
  "AVDX",
  "BAC",
  "BHB",
  "BK",
  "BRK-A",
  "BRK-B",
  "BDX",
  "BA",
  null,
  "BMY",
  "BTI",
  "BIP",
  "BR",
  "CCJ",
  "CAVA",
  "CVX",
  "CINF",
  "CB",
  "CMG",
  "CTAS",
  "CSCO",
  "CFG",
  "C",
  "CME",
  "KO",
  "CMCSA",
  "COP",
  "CODI",
  "CEG",
  "CPRT",
  "ED",
  "COST",
  "CRWD",
  "CVS",
  "CSX",
  "DHR",
  "DELL",
  "DE",
  "RSP",
  "EFA",
  "ADI",
  "MCO",
  "IWB",
  "NEE",
  "MAR",
  "QQQ",
  "IWM",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  null,
  "AWK",
  "MO",
  "MLM",
  "XLK",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-07
Total Holdings: 459
Total Value: 1293682107
Accession Number: 0001437749-25-015027
Form Type: 13F-HR
CIK: prosperity-consulting-group
Manager Name: Prosperity-Consulting-Group

Data Enrichment

74% identified

340 identified119 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

459 positions • $1,293,682.107K total value

459 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 10 of 23

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ASML HOLDING NV

ASML|N07059210

Shares:2.1K

Value:$1.4M

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:13.9K

Value:$1.4M

33740U406

Shares:35.6K

Value:$1.4M

33739Q200

Shares:27.8K

Value:$1.4M

US BANCORP \DE\

USB|902973304

Shares:31.8K

Value:$1.3M

464288281

Shares:14.8K

Value:$1.3M

PFIZER INC

PFE|717081103

Shares:51.9K

Value:$1.3M

922908652

VXF|922908652

Shares:7.6K

Value:$1.3M

922908637

VV|922908637

Shares:5.0K

Value:$1.3M

33740U208

Shares:27.1K

Value:$1.3M

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:6.1K

Value:$1.3M

PUBLIC SERVICE ENTERPRISE GROUP INC

PEG|744573106

Shares:15.6K

Value:$1.3M

CITIGROUP INC

C|172967424

Shares:17.9K

Value:$1.3M

922908769

VTI|922908769

Shares:4.6K

Value:$1.3M

464287168

DVY|464287168

Shares:8.9K

Value:$1.2M

INTERNATIONAL PAPER CO /NEW/

IP|460146103

Shares:22.1K

Value:$1.2M

SOUTHERN CO

SO|842587107

Shares:12.8K

Value:$1.2M

46429B747

Shares:11.3K

Value:$1.2M

CITIZENS FINANCIAL GROUP INC/RI

CFG|174610105

Shares:28.4K

Value:$1.2M

33740F722

Shares:23.0K

Value:$1.1M

Instrument	Shares		Other Manager	Value
ASML HOLDING NV(ASMLcusipN07059210)	2.1K	QoQ -5.73% (-129) YoY +183.93% (+1.4K)	All Managers (Combined)	$1.4M	QoQ -9.87% (-$154.0K) YoY +93.89% (+$680.7K)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	13.9K	QoQ +0.62% (+86) YoY +76.86% (+6.0K)	All Managers (Combined)	$1.4M	QoQ +13.64% (+$167.9K) YoY +160.51% (+$861.7K)
(cusip33740U406)✕	35.6K	QoQ -5.15% (-1.9K) YoY NEW(+35.6K)	All Managers (Combined)	$1.4M	QoQ -7.51% (-$113.2K) YoY NEW(+$1.4M)
(cusip33739Q200)✕	27.8K	QoQ -5.89% (-1.7K) YoY NEW(+27.8K)	All Managers (Combined)	$1.4M	QoQ -4.94% (-$71.1K) YoY NEW(+$1.4M)
US BANCORP \DE\(USBcusip902973304)	31.8K	QoQ -3.12% (-1.0K) YoY +125.48% (+17.7K)	All Managers (Combined)	$1.3M	QoQ -14.48% (-$227.5K) YoY +112.97% (+$712.4K)
(cusip464288281)✕	14.8K	QoQ -2.25% (-340) YoY NEW(+14.8K)	All Managers (Combined)	$1.3M	QoQ -0.55% (-$7.4K) YoY NEW(+$1.3M)
PFIZER INC(PFEcusip717081103)	51.9K	QoQ -11.42% (-6.7K) YoY -21.26% (-14.0K)	All Managers (Combined)	$1.3M	QoQ -15.39% (-$239.2K) YoY -28.10% (-$513.9K)
(VXFcusip922908652)	7.6K	QoQ -7.67% (-631) YoY -51.24% (-8.0K)	All Managers (Combined)	$1.3M	QoQ -16.28% (-$254.5K) YoY -52.08% (-$1.4M)
(VVcusip922908637)	5.0K	QoQ 0.00% (-0) YoY NEW(+5.0K)	All Managers (Combined)	$1.3M	QoQ -4.69% (-$63.8K) YoY NEW(+$1.3M)
(cusip33740U208)✕	27.1K	QoQ -8.38% (-2.5K) YoY NEW(+27.1K)	All Managers (Combined)	$1.3M	QoQ -10.88% (-$157.6K) YoY NEW(+$1.3M)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	6.1K	QoQ +0.92% (-56) YoY -10.52% (-716)	All Managers (Combined)	$1.3M	QoQ -5.38% (-$73.4K) YoY -7.68% (-$107.3K)
PUBLIC SERVICE ENTERPRISE GROUP INC(PEGcusip744573106)	15.6K	QoQ -5.46% (-905) YoY +228.96% (+10.9K)	All Managers (Combined)	$1.3M	QoQ -7.91% (-$110.7K) YoY +305.42% (+$970.2K)
CITIGROUP INC(Ccusip172967424)	17.9K	QoQ +1.03% (+183) YoY +187.91% (+11.7K)	All Managers (Combined)	$1.3M	QoQ +1.89% (+$23.6K) YoY +223.18% (+$879.5K)
(VTIcusip922908769)	4.6K	QoQ -6.82% (-339) YoY +92.51% (+2.2K)	All Managers (Combined)	$1.3M	QoQ -11.63% (-$167.5K) YoY +103.54% (+$647.4K)
(DVYcusip464287168)	8.9K	QoQ -0.25% (-23) YoY NEW(+8.9K)	All Managers (Combined)	$1.2M	QoQ +2.01% (-$23.6K) YoY NEW(+$1.2M)
INTERNATIONAL PAPER CO /NEW/(IPcusip460146103)	22.1K	QoQ -7.20% (-1.7K) YoY NEW(+22.1K)	All Managers (Combined)	$1.2M	QoQ -8.01% (-$102.9K) YoY NEW(+$1.2M)
SOUTHERN CO(SOcusip842587107)	12.8K	QoQ +3.31% (+411) YoY +27.26% (+2.7K)	All Managers (Combined)	$1.2M	QoQ +15.40% (+$157.2K) YoY +63.10% (+$455.6K)
(cusip46429B747)✕	11.3K	QoQ -12.84% (-1.7K) YoY -21.08% (-3.0K)	All Managers (Combined)	$1.2M	QoQ -10.36% (-$135.5K) YoY -17.87% (-$255.1K)
CITIZENS FINANCIAL GROUP INC/RI(CFGcusip174610105)	28.4K	QoQ -6.43% (-2.0K) YoY NEW(+28.4K)	All Managers (Combined)	$1.2M	QoQ -12.40% (-$164.8K) YoY NEW(+$1.2M)
(cusip33740F722)✕	23.0K	QoQ -3.40% (-811) YoY NEW(+23.0K)	All Managers (Combined)	$1.1M	QoQ -6.20% (-$76.0K) YoY NEW(+$1.1M)