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 17 of 23

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921946406

VYM|921946406

Shares:3.3K

Value:$422.5K

% of Portfolio:0.0% ($422.5K/$1.3B)

KKR & Co. Inc.

KKR|48251W104

Shares:3.6K

Value:$420.8K

% of Portfolio:0.0% ($420.8K/$1.3B)

Prologis, Inc.

PLD|74340W103

Shares:3.7K

Value:$418.0K

% of Portfolio:0.0% ($418.0K/$1.3B)

46137V357

RSP|46137V357

Shares:2.4K

Value:$414.7K

% of Portfolio:0.0% ($414.7K/$1.3B)

89214P109

TOWN|89214P109

Shares:12.1K

Value:$413.7K

% of Portfolio:0.0% ($413.7K/$1.3B)

BECTON DICKINSON & CO

BDX|075887109

Shares:1.8K

Value:$412.6K

% of Portfolio:0.0% ($412.6K/$1.3B)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:4.0K

Value:$410.2K

% of Portfolio:0.0% ($410.2K/$1.3B)

Mondelez International, Inc.

MDLZ|609207105

Shares:6.0K

Value:$410.0K

% of Portfolio:0.0% ($410.0K/$1.3B)

92204A702

VGT|92204A702

Shares:744

Value:$403.5K

% of Portfolio:0.0% ($403.5K/$1.3B)

464287499

IWR|464287499

Shares:4.7K

Value:$400.2K

% of Portfolio:0.0% ($400.2K/$1.3B)

09789C788

Shares:7.8K

Value:$392.9K

% of Portfolio:0.0% ($392.9K/$1.3B)

DANAHER CORP /DE/

DHR|235851102

Shares:1.9K

Value:$386.9K

% of Portfolio:0.0% ($386.9K/$1.3B)

922042858

VWO|922042858

Shares:8.5K

Value:$383.4K

% of Portfolio:0.0% ($383.4K/$1.3B)

NOVAGOLD RESOURCES INC

NG|66987E206

Shares:129.5K

Value:$378.1K

% of Portfolio:0.0% ($378.1K/$1.3B)

808524300

SCHG|808524300

Shares:15.1K

Value:$377.2K

% of Portfolio:0.0% ($377.2K/$1.3B)

33740F656

Shares:15.7K

Value:$372.6K

% of Portfolio:0.0% ($372.6K/$1.3B)

SONOCO PRODUCTS CO

SON|835495102

Shares:7.8K

Value:$369.7K

% of Portfolio:0.0% ($369.7K/$1.3B)

92206C870

VCIT|92206C870

Shares:4.5K

Value:$368.8K

% of Portfolio:0.0% ($368.8K/$1.3B)

MORGAN STANLEY

MS|617446448

Shares:3.2K

Value:$368.6K

% of Portfolio:0.0% ($368.6K/$1.3B)

922908629

VO|922908629

Shares:1.4K

Value:$359.0K

% of Portfolio:0.0% ($359.0K/$1.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VYMcusip921946406)	3.3K	QoQ -36.36% (-1.9K) YoY -53.50% (-3.8K)	All Managers (Combined)	$422.5K	0.0% ($422.5K/$1.3B)	QoQ -35.69% (-$234.5K) YoY -50.44% (-$430.1K)
KKR & Co. Inc.(KKRcusip48251W104)	3.6K	QoQ +89.09% (+1.7K) YoY NEW(+3.6K)	All Managers (Combined)	$420.8K	0.0% ($420.8K/$1.3B)	QoQ +47.80% (+$136.1K) YoY NEW(+$420.8K)
Prologis, Inc.(PLDcusip74340W103)	3.7K	QoQ -57.16% (-5.0K) YoY +15.72% (-508)	All Managers (Combined)	$418.0K	0.0% ($418.0K/$1.3B)	QoQ -54.69% (-$504.6K) YoY -0.65% (-$2.8K)
(RSPcusip46137V357)	2.4K	QoQ -6.55% (-168) YoY NEW(+2.4K)	All Managers (Combined)	$414.7K	0.0% ($414.7K/$1.3B)	QoQ -7.62% (-$34.2K) YoY NEW(+$414.7K)
(TOWNcusip89214P109)	12.1K	QoQ 0.00% (+0) YoY NEW(+12.1K)	All Managers (Combined)	$413.7K	0.0% ($413.7K/$1.3B)	QoQ +0.38% (+$1.6K) YoY NEW(+$413.7K)
BECTON DICKINSON & CO(BDXcusip075887109)	1.8K	QoQ +64.62% (+707) YoY +43.39% (+545)	All Managers (Combined)	$412.6K	0.0% ($412.6K/$1.3B)	QoQ +66.29% (+$164.5K) YoY +32.72% (+$101.7K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	4.0K	QoQ -40.80% (-2.8K) YoY +9.39% (-343)	All Managers (Combined)	$410.2K	0.0% ($410.2K/$1.3B)	QoQ -49.64% (-$404.5K) YoY -37.72% (-$248.5K)
Mondelez International, Inc.(MDLZcusip609207105)	6.0K	QoQ +5.55% (+318) YoY -3.15% (-197)	All Managers (Combined)	$410.0K	0.0% ($410.0K/$1.3B)	QoQ +19.89% (+$68.1K) YoY -6.13% (-$26.8K)
(VGTcusip92204A702)	744	QoQ 0.00% (-0) YoY NEW(+744)	All Managers (Combined)	$403.5K	0.0% ($403.5K/$1.3B)	QoQ -12.77% (-$59.1K) YoY NEW(+$403.5K)
(IWRcusip464287499)	4.7K	QoQ -1.15% (-55) YoY -8.74% (-451)	All Managers (Combined)	$400.2K	0.0% ($400.2K/$1.3B)	QoQ -4.87% (-$20.5K) YoY -7.68% (-$33.3K)
(cusip09789C788)✕	7.8K	QoQ -10.09% (-876) YoY -92.35% (-94.2K)	All Managers (Combined)	$392.9K	0.0% ($392.9K/$1.3B)	QoQ -9.78% (-$42.6K) YoY -92.34% (-$4.7M)
DANAHER CORP /DE/(DHRcusip235851102)	1.9K	QoQ -62.47% (-3.1K) YoY +34.01% (+479)	All Managers (Combined)	$386.9K	0.0% ($386.9K/$1.3B)	QoQ -66.48% (-$767.6K) YoY +10.02% (+$35.2K)
(VWOcusip922042858)	8.5K	QoQ -37.59% (-5.1K) YoY -55.65% (-10.6K)	All Managers (Combined)	$383.4K	0.0% ($383.4K/$1.3B)	QoQ -35.86% (-$214.4K) YoY -51.95% (-$414.6K)
NOVAGOLD RESOURCES INC(NGcusip66987E206)	129.5K	QoQ +0.77% (-1.0K) YoY -41.92% (-93.5K)	All Managers (Combined)	$378.1K	0.0% ($378.1K/$1.3B)	QoQ -11.62% (-$49.8K) YoY -43.47% (-$290.9K)
(SCHGcusip808524300)	15.1K	QoQ +0.11% (-17) YoY +301.65% (+11.3K)	All Managers (Combined)	$377.2K	0.0% ($377.2K/$1.3B)	QoQ -10.05% (-$42.2K) YoY +8.47% (+$29.5K)
(cusip33740F656)✕	15.7K	QoQ -30.58% (-6.9K) YoY -38.03% (-9.6K)	All Managers (Combined)	$372.6K	0.0% ($372.6K/$1.3B)	QoQ -27.07% (-$138.4K) YoY -37.53% (-$223.9K)
SONOCO PRODUCTS CO(SONcusip835495102)	7.8K	QoQ -6.82% (-573) YoY NEW(+7.8K)	All Managers (Combined)	$369.7K	0.0% ($369.7K/$1.3B)	QoQ -9.89% (-$40.6K) YoY NEW(+$369.7K)
(VCITcusip92206C870)	4.5K	QoQ -4.65% (-220) YoY +9.62% (+396)	All Managers (Combined)	$368.8K	0.0% ($368.8K/$1.3B)	QoQ -2.88% (-$10.9K) YoY +11.32% (+$37.5K)
MORGAN STANLEY(MScusip617446448)	3.2K	QoQ +5.05% (-152) YoY NEW(+3.2K)	All Managers (Combined)	$368.6K	0.0% ($368.6K/$1.3B)	QoQ -2.51% (-$9.5K) YoY NEW(+$368.6K)
(VOcusip922908629)	1.4K	QoQ -1.83% (-26) YoY NEW(+1.4K)	All Managers (Combined)	$359.0K	0.0% ($359.0K/$1.3B)	QoQ -3.85% (-$14.4K) YoY NEW(+$359.0K)