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 • $1.3B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 12 of 23

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922908595

VBK|922908595

Shares:3.9K

Value:$993.2K

% of Portfolio:0.1% ($993.2K/$1.3B)

46429B663

Shares:8.1K

Value:$986.8K

% of Portfolio:0.1% ($986.8K/$1.3B)

CAPITAL ONE FINANCIAL CORP

COF|14040H105

Shares:5.5K

Value:$981.7K

% of Portfolio:0.1% ($981.7K/$1.3B)

CME GROUP INC.

CME|12572Q105

Shares:3.7K

Value:$979.8K

% of Portfolio:0.1% ($979.8K/$1.3B)

092528801

Shares:33.3K

Value:$975.7K

% of Portfolio:0.1% ($975.7K/$1.3B)

46138E511

Shares:86.0K

Value:$964.6K

% of Portfolio:0.1% ($964.6K/$1.3B)

DTE ENERGY CO

DTE|233331107

Shares:6.9K

Value:$958.9K

% of Portfolio:0.1% ($958.9K/$1.3B)

922908736

VUG|922908736

Shares:2.6K

Value:$954.0K

% of Portfolio:0.1% ($954.0K/$1.3B)

ORACLE CORP

ORCL|68389X105

Shares:6.8K

Value:$947.6K

% of Portfolio:0.1% ($947.6K/$1.3B)

NISOURCE INC.

NI|65473P105

Shares:23.6K

Value:$945.1K

% of Portfolio:0.1% ($945.1K/$1.3B)

922908363

VOO|922908363

Shares:1.8K

Value:$941.9K

% of Portfolio:0.1% ($941.9K/$1.3B)

464287507

IJH|464287507

Shares:16.0K

Value:$933.0K

% of Portfolio:0.1% ($933.0K/$1.3B)

NORTHROP GRUMMAN CORP /DE/

NOC|666807102

Shares:1.8K

Value:$925.9K

% of Portfolio:0.1% ($925.9K/$1.3B)

921909768

VXUS|921909768

Shares:14.8K

Value:$922.0K

% of Portfolio:0.1% ($922.0K/$1.3B)

GSK plc

GSK|37733W204

Shares:23.5K

Value:$909.7K

% of Portfolio:0.1% ($909.7K/$1.3B)

Arista Networks, Inc.

ANET|040413205

Shares:11.7K

Value:$906.7K

% of Portfolio:0.1% ($906.7K/$1.3B)

UNITED THERAPEUTICS Corp

UTHR|91307C102

Shares:2.9K

Value:$902.0K

% of Portfolio:0.1% ($902.0K/$1.3B)

FIRSTENERGY CORP

FE|337932107

Shares:22.2K

Value:$898.5K

% of Portfolio:0.1% ($898.5K/$1.3B)

DEERE & CO

DE|244199105

Shares:1.9K

Value:$893.3K

% of Portfolio:0.1% ($893.3K/$1.3B)

Zoetis Inc.

ZTS|98978V103

Shares:5.3K

Value:$866.4K

% of Portfolio:0.1% ($866.4K/$1.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VBKcusip922908595)	3.9K	QoQ -22.17% (-1.1K) YoY -26.37% (-1.4K)	All Managers (Combined)	$993.2K	0.1% ($993.2K/$1.3B)	QoQ -30.04% (-$426.5K) YoY -28.90% (-$403.8K)
(cusip46429B663)✕	8.1K	QoQ +5.54% (+428) YoY NEW(+8.1K)	All Managers (Combined)	$986.8K	0.1% ($986.8K/$1.3B)	QoQ +13.87% (+$120.2K) YoY NEW(+$986.8K)
CAPITAL ONE FINANCIAL CORP(COFcusip14040H105)	5.5K	QoQ -2.70% (-152) YoY NEW(+5.5K)	All Managers (Combined)	$981.7K	0.1% ($981.7K/$1.3B)	QoQ -2.16% (-$21.7K) YoY NEW(+$981.7K)
CME GROUP INC.(CMEcusip12572Q105)	3.7K	QoQ -7.81% (-313) YoY +235.42% (+2.6K)	All Managers (Combined)	$979.8K	0.1% ($979.8K/$1.3B)	QoQ +5.31% (-$49.4K) YoY +313.36% (+$742.8K)
(cusip092528801)✕	33.3K	QoQ NEW(+33.3K) YoY NEW(+33.3K)	All Managers (Combined)	$975.7K	0.1% ($975.7K/$1.3B)	QoQ NEW(+$975.7K) YoY NEW(+$975.7K)
(cusip46138E511)✕	86.0K	QoQ -0.51% (-446) YoY NEW(+86.0K)	All Managers (Combined)	$964.6K	0.1% ($964.6K/$1.3B)	QoQ -3.19% (-$31.8K) YoY NEW(+$964.6K)
DTE ENERGY CO(DTEcusip233331107)	6.9K	QoQ -1.84% (-130) YoY NEW(+6.9K)	All Managers (Combined)	$958.9K	0.1% ($958.9K/$1.3B)	QoQ +12.40% (-$105.8K) YoY NEW(+$958.9K)
(VUGcusip922908736)	2.6K	QoQ +1.49% (-38) YoY +8.06% (+192)	All Managers (Combined)	$954.0K	0.1% ($954.0K/$1.3B)	QoQ -8.29% (-$86.3K) YoY +16.40% (+$134.4K)
ORACLE CORP(ORCLcusip68389X105)	6.8K	QoQ -6.95% (-507) YoY -50.30% (-6.9K)	All Managers (Combined)	$947.6K	0.1% ($947.6K/$1.3B)	QoQ -21.93% (-$266.3K) YoY -44.68% (-$765.6K)
NISOURCE INC.(NIcusip65473P105)	23.6K	QoQ -1.17% (-280) YoY NEW(+23.6K)	All Managers (Combined)	$945.1K	0.1% ($945.1K/$1.3B)	QoQ +7.77% (-$68.2K) YoY NEW(+$945.1K)
(VOOcusip922908363)	1.8K	QoQ +7.19% (+123) YoY +184.18% (+1.2K)	All Managers (Combined)	$941.9K	0.1% ($941.9K/$1.3B)	QoQ +2.25% (+$20.8K) YoY +203.67% (+$631.7K)
(IJHcusip464287507)	16.0K	QoQ +31.51% (+3.8K) YoY +114.47% (+8.5K)	All Managers (Combined)	$933.0K	0.1% ($933.0K/$1.3B)	QoQ +23.15% (+$175.4K) YoY +106.03% (+$480.1K)
NORTHROP GRUMMAN CORP /DE/(NOCcusip666807102)	1.8K	QoQ -6.27% (-121) YoY NEW(+1.8K)	All Managers (Combined)	$925.9K	0.1% ($925.9K/$1.3B)	QoQ +2.28% (-$20.7K) YoY NEW(+$925.9K)
(VXUScusip921909768)	14.8K	QoQ +44.10% (+4.5K) YoY NEW(+14.8K)	All Managers (Combined)	$922.0K	0.1% ($922.0K/$1.3B)	QoQ +51.85% (+$314.8K) YoY NEW(+$922.0K)
GSK plc(GSKcusip37733W204)	23.5K	QoQ -4.81% (-1.2K) YoY NEW(+23.5K)	All Managers (Combined)	$909.7K	0.1% ($909.7K/$1.3B)	QoQ +9.03% (-$75.3K) YoY NEW(+$909.7K)
Arista Networks, Inc.(ANETcusip040413205)	11.7K	QoQ +21.25% (-2.1K) YoY NEW(+11.7K)	All Managers (Combined)	$906.7K	0.1% ($906.7K/$1.3B)	QoQ -15.00% (-$160.1K) YoY NEW(+$906.7K)
UNITED THERAPEUTICS Corp(UTHRcusip91307C102)	2.9K	QoQ 0.00% (-0) YoY NEW(+2.9K)	All Managers (Combined)	$902.0K	0.1% ($902.0K/$1.3B)	QoQ -12.63% (-$130.4K) YoY NEW(+$902.0K)
FIRSTENERGY CORP(FEcusip337932107)	22.2K	QoQ -5.25% (-1.2K) YoY NEW(+22.2K)	All Managers (Combined)	$898.5K	0.1% ($898.5K/$1.3B)	QoQ -3.73% (-$34.9K) YoY NEW(+$898.5K)
DEERE & CO(DEcusip244199105)	1.9K	QoQ +23.17% (+358) YoY +92.61% (+915)	All Managers (Combined)	$893.3K	0.1% ($893.3K/$1.3B)	QoQ +36.48% (+$238.8K) YoY +120.07% (+$487.4K)
Zoetis Inc.(ZTScusip98978V103)	5.3K	QoQ -46.58% (-4.6K) YoY +153.83% (+3.2K)	All Managers (Combined)	$866.4K	0.1% ($866.4K/$1.3B)	QoQ -46.02% (-$738.8K) YoY +147.03% (+$515.7K)