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 11 of 23

Sort by:

33739Q408

Shares:19.0K

Value:$1.1M

QUANTA SERVICES, INC.

PWR|74762E102

Shares:4.4K

Value:$1.1M

025072802

Shares:16.1K

Value:$1.1M

33734X150

Shares:16.1K

Value:$1.1M

PAYCHEX INC

PAYX|704326107

Shares:7.2K

Value:$1.1M

98149E303

Shares:17.6K

Value:$1.1M

464289875

Shares:24.8K

Value:$1.1M

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:3.8K

Value:$1.1M

33734K109

Shares:10.5K

Value:$1.1M

NEXTERA ENERGY INC

NEE|65339F101

Shares:15.1K

Value:$1.1M

33740F680

Shares:26.8K

Value:$1.1M

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:4.9K

Value:$1.1M

AMERIPRISE FINANCIAL INC

AMP|03076C106

Shares:2.2K

Value:$1.0M

EOG RESOURCES INC

EOG|26875P101

Shares:8.1K

Value:$1.0M

CATERPILLAR INC

CAT|149123101

Shares:3.1K

Value:$1.0M

RTX Corp

RTX|75513E101

Shares:7.7K

Value:$1.0M

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:2.0K

Value:$1.0M

Fidelity National Financial, Inc.

FNF|31620R303

Shares:15.4K

Value:$1.0M

HERSHEY CO

HSY|427866108

Shares:5.9K

Value:$1.0M

ROPER TECHNOLOGIES INC

ROP|776696106

Shares:1.7K

Value:$1.0M

Instrument	Shares		Other Manager	Value
(cusip33739Q408)✕	19.0K	QoQ -4.29% (-854) YoY NEW(+19.0K)	All Managers (Combined)	$1.1M	QoQ -4.18% (-$49.7K) YoY NEW(+$1.1M)
QUANTA SERVICES, INC.(PWRcusip74762E102)	4.4K	QoQ -2.42% (-110) YoY NEW(+4.4K)	All Managers (Combined)	$1.1M	QoQ -21.52% (-$309.2K) YoY NEW(+$1.1M)
(cusip025072802)✕	16.1K	QoQ -39.31% (-10.4K) YoY -64.91% (-29.8K)	All Managers (Combined)	$1.1M	QoQ -34.96% (-$604.0K) YoY -62.84% (-$1.9M)
(cusip33734X150)✕	16.1K	QoQ -2.20% (-363) YoY NEW(+16.1K)	All Managers (Combined)	$1.1M	QoQ -8.96% (-$110.4K) YoY NEW(+$1.1M)
PAYCHEX INC(PAYXcusip704326107)	7.2K	QoQ +0.13% (+10) YoY NEW(+7.2K)	All Managers (Combined)	$1.1M	QoQ +10.17% (+$102.0K) YoY NEW(+$1.1M)
(cusip98149E303)✕	17.6K	QoQ -16.75% (-3.5K) YoY -68.98% (-39.2K)	All Managers (Combined)	$1.1M	QoQ -0.89% (-$9.9K) YoY -56.42% (-$1.4M)
(cusip464289875)✕	24.8K	QoQ +24.68% (+4.9K) YoY +139.21% (+14.4K)	All Managers (Combined)	$1.1M	QoQ +25.95% (+$224.0K) YoY +145.36% (+$644.1K)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	3.8K	QoQ +1.11% (+42) YoY +15.98% (+527)	All Managers (Combined)	$1.1M	QoQ +19.42% (+$176.0K) YoY +58.73% (+$400.4K)
(cusip33734K109)✕	10.5K	QoQ -0.10% (-11) YoY NEW(+10.5K)	All Managers (Combined)	$1.1M	QoQ -1.86% (-$20.5K) YoY NEW(+$1.1M)
NEXTERA ENERGY INC(NEEcusip65339F101)	15.1K	QoQ -3.53% (-552) YoY NEW(+15.1K)	All Managers (Combined)	$1.1M	QoQ -4.61% (-$51.7K) YoY NEW(+$1.1M)
(cusip33740F680)✕	26.8K	QoQ -2.07% (-569) YoY -15.88% (-5.1K)	All Managers (Combined)	$1.1M	QoQ -4.17% (-$46.5K) YoY -12.59% (-$153.5K)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	4.9K	QoQ -4.10% (-208) YoY +352.42% (+3.8K)	All Managers (Combined)	$1.1M	QoQ +13.78% (-$128.1K) YoY +398.11% (+$845.1K)
AMERIPRISE FINANCIAL INC(AMPcusip03076C106)	2.2K	QoQ +3.83% (-80) YoY +8.46% (+169)	All Managers (Combined)	$1.0M	QoQ -5.58% (-$62.1K) YoY +19.76% (+$173.1K)
EOG RESOURCES INC(EOGcusip26875P101)	8.1K	QoQ -3.66% (-307) YoY NEW(+8.1K)	All Managers (Combined)	$1.0M	QoQ +0.78% (-$8.0K) YoY NEW(+$1.0M)
CATERPILLAR INC(CATcusip149123101)	3.1K	QoQ -6.95% (-232) YoY -54.10% (-3.7K)	All Managers (Combined)	$1.0M	QoQ -15.41% (-$186.5K) YoY -58.69% (-$1.5M)
RTX Corp(RTXcusip75513E101)	7.7K	QoQ +4.45% (+327) YoY +3.59% (+266)	All Managers (Combined)	$1.0M	QoQ +19.56% (+$166.2K) YoY +40.70% (+$293.8K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	2.0K	QoQ +5.72% (+111) YoY +39.26% (+578)	All Managers (Combined)	$1.0M	QoQ +0.31% (+$3.2K) YoY +72.82% (+$427.8K)
Fidelity National Financial, Inc.(FNFcusip31620R303)	15.4K	QoQ -5.13% (-834) YoY NEW(+15.4K)	All Managers (Combined)	$1.0M	QoQ +9.97% (-$91.0K) YoY NEW(+$1.0M)
HERSHEY CO(HSYcusip427866108)	5.9K	QoQ -13.51% (-915) YoY -69.33% (-13.2K)	All Managers (Combined)	$1.0M	QoQ -12.65% (-$145.1K) YoY -73.03% (-$2.7M)
ROPER TECHNOLOGIES INC(ROPcusip776696106)	1.7K	QoQ -7.21% (-132) YoY +197.89% (+1.1K)	All Managers (Combined)	$1.0M	QoQ +5.23% (-$49.8K) YoY +213.22% (+$681.6K)