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 13 of 23

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33738R506

Shares:14.8K

Value:$866.2K

464287440

IEF|464287440

Shares:9.1K

Value:$866.0K

ServiceNow, Inc.

NOW|81762P102

Shares:1.1K

Value:$863.8K

LOWES COMPANIES INC

LOW|548661107

Shares:3.6K

Value:$840.7K

46138E784

Shares:41.6K

Value:$839.2K

PRUDENTIAL FINANCIAL INC

PRU|744320102

Shares:7.5K

Value:$836.6K

THOMSON REUTERS CORP /CAN/

TRI.TO|884903808

Shares:4.8K

Value:$831.6K

O REILLY AUTOMOTIVE INC

ORLY|67103H107

Shares:571

Value:$818.0K

464287622

IWB|464287622

Shares:2.6K

Value:$808.5K

DOMINION ENERGY, INC

D|25746U109

Shares:14.2K

Value:$798.6K

Palo Alto Networks Inc

PANW|697435105

Shares:4.5K

Value:$771.8K

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:1.4K

Value:$771.4K

BlackRock, Inc.

BLK|09290D101

Shares:799

Value:$756.2K

464288810

Shares:12.3K

Value:$741.7K

EVERSOURCE ENERGY

ES|30040W108

Shares:11.9K

Value:$740.7K

CSX CORP

CSX|126408103

Shares:24.9K

Value:$732.0K

XCEL ENERGY INC

XEL|98389B100

Shares:10.2K

Value:$725.1K

Howmet Aerospace Inc.

HWM|443201108

Shares:5.6K

Value:$721.3K

Anheuser-Busch InBev SA/NV

BUD|03524A108

Shares:11.6K

Value:$715.0K

Unum Group

UNM|91529Y106

Shares:8.8K

Value:$712.8K

Instrument	Shares		Other Manager	Value
(cusip33738R506)✕	14.8K	QoQ +10.41% (+1.4K) YoY NEW(+14.8K)	All Managers (Combined)	$866.2K	QoQ +9.29% (+$73.7K) YoY NEW(+$866.2K)
(IEFcusip464287440)	9.1K	QoQ -9.38% (-940) YoY -50.49% (-9.3K)	All Managers (Combined)	$866.0K	QoQ -6.51% (-$60.4K) YoY -50.11% (-$870.1K)
ServiceNow, Inc.(NOWcusip81762P102)	1.1K	QoQ +2.74% (-29) YoY +52.17% (+372)	All Managers (Combined)	$863.8K	QoQ -22.83% (-$255.7K) YoY +58.90% (+$320.2K)
LOWES COMPANIES INC(LOWcusip548661107)	3.6K	QoQ +5.44% (-186) YoY +40.82% (+1.0K)	All Managers (Combined)	$840.7K	QoQ -0.35% (-$3.0K) YoY +28.93% (+$188.7K)
(cusip46138E784)✕	41.6K	QoQ -4.25% (-1.8K) YoY -43.99% (-32.7K)	All Managers (Combined)	$839.2K	QoQ -2.56% (-$22.1K) YoY -44.78% (-$680.7K)
PRUDENTIAL FINANCIAL INC(PRUcusip744320102)	7.5K	QoQ +35.58% (+2.0K) YoY +32.25% (+1.8K)	All Managers (Combined)	$836.6K	QoQ +27.74% (+$181.7K) YoY +25.81% (+$171.6K)
THOMSON REUTERS CORP /CAN/(TRI.TOcusip884903808)	4.8K	QoQ -2.09% (-103) YoY +0.20% (+10)	All Managers (Combined)	$831.6K	QoQ +5.47% (-$43.2K) YoY +11.10% (+$83.1K)
O REILLY AUTOMOTIVE INC(ORLYcusip67103H107)	571	QoQ +4.96% (+27) YoY +19.70% (+94)	All Managers (Combined)	$818.0K	QoQ +26.80% (+$172.9K) YoY +51.91% (+$279.5K)
(IWBcusip464287622)	2.6K	QoQ -14.27% (-439) YoY +32.59% (+648)	All Managers (Combined)	$808.5K	QoQ -18.37% (-$182.1K) YoY +41.23% (+$236.0K)
DOMINION ENERGY, INC(Dcusip25746U109)	14.2K	QoQ -8.13% (-1.3K) YoY +200.04% (+9.5K)	All Managers (Combined)	$798.6K	QoQ -4.37% (-$36.5K) YoY +242.00% (+$565.1K)
Palo Alto Networks Inc(PANWcusip697435105)	4.5K	QoQ +6.49% (-276) YoY +421.68% (+3.7K)	All Managers (Combined)	$771.8K	QoQ -0.12% (-$979) YoY +213.30% (+$525.5K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	1.4K	QoQ +38.02% (+389) YoY NEW(+1.4K)	All Managers (Combined)	$771.4K	QoQ +31.63% (+$185.4K) YoY NEW(+$771.4K)
BlackRock, Inc.(BLKcusip09290D101)	799	QoQ +25.62% (+163) YoY NEW(+799)	All Managers (Combined)	$756.2K	QoQ +15.98% (+$104.2K) YoY NEW(+$756.2K)
(cusip464288810)✕	12.3K	QoQ +2.72% (+327) YoY NEW(+12.3K)	All Managers (Combined)	$741.7K	QoQ +5.96% (+$41.8K) YoY NEW(+$741.7K)
EVERSOURCE ENERGY(EScusip30040W108)	11.9K	QoQ -3.53% (-437) YoY NEW(+11.9K)	All Managers (Combined)	$740.7K	QoQ +4.32% (-$30.7K) YoY NEW(+$740.7K)
CSX CORP(CSXcusip126408103)	24.9K	QoQ +12.74% (+2.8K) YoY +61.87% (+9.5K)	All Managers (Combined)	$732.0K	QoQ +2.81% (+$20.1K) YoY +28.51% (+$162.4K)
XCEL ENERGY INC(XELcusip98389B100)	10.2K	QoQ -0.60% (-62) YoY NEW(+10.2K)	All Managers (Combined)	$725.1K	QoQ +4.21% (-$29.3K) YoY NEW(+$725.1K)
Howmet Aerospace Inc.(HWMcusip443201108)	5.6K	QoQ +2.86% (+155) YoY NEW(+5.6K)	All Managers (Combined)	$721.3K	QoQ +22.01% (+$130.2K) YoY NEW(+$721.3K)
Anheuser-Busch InBev SA/NV(BUDcusip03524A108)	11.6K	QoQ -5.65% (-696) YoY NEW(+11.6K)	All Managers (Combined)	$715.0K	QoQ +15.99% (-$98.6K) YoY NEW(+$715.0K)
Unum Group(UNMcusip91529Y106)	8.8K	QoQ -11.03% (-1.1K) YoY NEW(+8.8K)	All Managers (Combined)	$712.8K	QoQ -0.76% (-$5.5K) YoY NEW(+$712.8K)