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 18 of 23

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H&R BLOCK INC

HRB|093671105

Shares:6.5K

Value:$354.4K

% of Portfolio:0.0% ($354.4K/$1.3B)

Chubb Ltd

CB|H1467J104

Shares:1.2K

Value:$354.3K

% of Portfolio:0.0% ($354.3K/$1.3B)

EMERSON ELECTRIC CO

EMR|291011104

Shares:3.2K

Value:$352.3K

% of Portfolio:0.0% ($352.3K/$1.3B)

33740F847

Shares:7.5K

Value:$349.5K

% of Portfolio:0.0% ($349.5K/$1.3B)

33740F763

Shares:7.1K

Value:$348.6K

% of Portfolio:0.0% ($348.6K/$1.3B)

MARTIN MARIETTA MATERIALS INC

MLM|573284106

Shares:727

Value:$347.6K

% of Portfolio:0.0% ($347.6K/$1.3B)

Johnson Controls International plc

JCI|G51502105

Shares:4.3K

Value:$347.1K

% of Portfolio:0.0% ($347.1K/$1.3B)

GENUINE PARTS CO

GPC|372460105

Shares:2.9K

Value:$344.3K

% of Portfolio:0.0% ($344.3K/$1.3B)

78468R812

Shares:2.2K

Value:$341.3K

% of Portfolio:0.0% ($341.3K/$1.3B)

RALPH LAUREN CORP

RL|751212101

Shares:1.5K

Value:$341.0K

% of Portfolio:0.0% ($341.0K/$1.3B)

33740U869

Shares:14.8K

Value:$336.8K

% of Portfolio:0.0% ($336.8K/$1.3B)

Palantir Technologies Inc.

PLTR|69608A108

Shares:4.0K

Value:$336.0K

% of Portfolio:0.0% ($336.0K/$1.3B)

COPART INC

CPRT|217204106

Shares:5.8K

Value:$330.8K

% of Portfolio:0.0% ($330.8K/$1.3B)

OLD REPUBLIC INTERNATIONAL CORP

ORI|680223104

Shares:8.3K

Value:$325.3K

% of Portfolio:0.0% ($325.3K/$1.3B)

33740F631

Shares:8.6K

Value:$325.1K

% of Portfolio:0.0% ($325.1K/$1.3B)

33740F664

Shares:7.8K

Value:$324.4K

% of Portfolio:0.0% ($324.4K/$1.3B)

33740F672

Shares:8.4K

Value:$323.5K

% of Portfolio:0.0% ($323.5K/$1.3B)

78468R549

Shares:4.5K

Value:$320.1K

% of Portfolio:0.0% ($320.1K/$1.3B)

JANUS HENDERSON GROUP PLC

JHG|G4474Y214

Shares:8.8K

Value:$317.1K

% of Portfolio:0.0% ($317.1K/$1.3B)

ALLSTATE CORP

ALL|020002101

Shares:1.5K

Value:$316.1K

% of Portfolio:0.0% ($316.1K/$1.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
H&R BLOCK INC(HRBcusip093671105)	6.5K	QoQ +16.58% (+918) YoY NEW(+6.5K)	All Managers (Combined)	$354.4K	0.0% ($354.4K/$1.3B)	QoQ +21.15% (+$61.9K) YoY NEW(+$354.4K)
Chubb Ltd(CBcusipH1467J104)	1.2K	QoQ +12.24% (+128) YoY +26.40% (+245)	All Managers (Combined)	$354.3K	0.0% ($354.3K/$1.3B)	QoQ +22.74% (+$65.7K) YoY +47.33% (+$113.8K)
EMERSON ELECTRIC CO(EMRcusip291011104)	3.2K	QoQ +3.37% (-105) YoY -28.07% (-1.3K)	All Managers (Combined)	$352.3K	0.0% ($352.3K/$1.3B)	QoQ -8.54% (-$32.9K) YoY -30.46% (-$154.4K)
(cusip33740F847)✕	7.5K	QoQ +2.04% (-150) YoY NEW(+7.5K)	All Managers (Combined)	$349.5K	0.0% ($349.5K/$1.3B)	QoQ -0.40% (-$1.4K) YoY NEW(+$349.5K)
(cusip33740F763)✕	7.1K	QoQ +4.10% (+282) YoY NEW(+7.1K)	All Managers (Combined)	$348.6K	0.0% ($348.6K/$1.3B)	QoQ +2.05% (+$7.0K) YoY NEW(+$348.6K)
MARTIN MARIETTA MATERIALS INC(MLMcusip573284106)	727	QoQ -1.22% (-9) YoY +30.52% (+170)	All Managers (Combined)	$347.6K	0.0% ($347.6K/$1.3B)	QoQ -8.56% (-$32.5K) YoY +1.64% (+$5.6K)
Johnson Controls International plc(JCIcusipG51502105)	4.3K	QoQ +8.24% (+330) YoY -10.17% (-491)	All Managers (Combined)	$347.1K	0.0% ($347.1K/$1.3B)	QoQ +9.86% (+$31.2K) YoY +10.15% (-$32.0K)
GENUINE PARTS CO(GPCcusip372460105)	2.9K	QoQ +0.48% (+14) YoY NEW(+2.9K)	All Managers (Combined)	$344.3K	0.0% ($344.3K/$1.3B)	QoQ +2.53% (+$8.5K) YoY NEW(+$344.3K)
(cusip78468R812)✕	2.2K	QoQ 0.00% (+0) YoY NEW(+2.2K)	All Managers (Combined)	$341.3K	0.0% ($341.3K/$1.3B)	QoQ +1.18% (+$4.0K) YoY NEW(+$341.3K)
RALPH LAUREN CORP(RLcusip751212101)	1.5K	QoQ +21.46% (+273) YoY +31.82% (+373)	All Managers (Combined)	$341.0K	0.0% ($341.0K/$1.3B)	QoQ +16.07% (+$47.2K) YoY +54.98% (+$121.0K)
(cusip33740U869)✕	14.8K	QoQ -2.85% (-436) YoY -34.42% (-7.8K)	All Managers (Combined)	$336.8K	0.0% ($336.8K/$1.3B)	QoQ +2.05% (-$6.8K) YoY -32.88% (-$165.0K)
Palantir Technologies Inc.(PLTRcusip69608A108)	4.0K	QoQ -17.18% (-826) YoY -63.32% (-6.9K)	All Managers (Combined)	$336.0K	0.0% ($336.0K/$1.3B)	QoQ -7.57% (-$27.6K) YoY +34.52% (-$86.2K)
COPART INC(CPRTcusip217204106)	5.8K	QoQ -10.09% (-656) YoY NEW(+5.8K)	All Managers (Combined)	$330.8K	0.0% ($330.8K/$1.3B)	QoQ -11.34% (-$42.3K) YoY NEW(+$330.8K)
OLD REPUBLIC INTERNATIONAL CORP(ORIcusip680223104)	8.3K	QoQ -6.23% (-551) YoY -52.34% (-9.1K)	All Managers (Combined)	$325.3K	0.0% ($325.3K/$1.3B)	QoQ +1.62% (-$5.2K) YoY -39.15% (-$209.3K)
(cusip33740F631)✕	8.6K	QoQ -5.68% (-516) YoY NEW(+8.6K)	All Managers (Combined)	$325.1K	0.0% ($325.1K/$1.3B)	QoQ -8.36% (-$29.7K) YoY NEW(+$325.1K)
(cusip33740F664)✕	7.8K	QoQ -8.21% (-700) YoY NEW(+7.8K)	All Managers (Combined)	$324.4K	0.0% ($324.4K/$1.3B)	QoQ -10.65% (-$38.7K) YoY NEW(+$324.4K)
(cusip33740F672)✕	8.4K	QoQ 0.00% (-0) YoY -3.56% (-312)	All Managers (Combined)	$323.5K	0.0% ($323.5K/$1.3B)	QoQ -2.59% (-$8.6K) YoY -1.69% (-$5.6K)
(cusip78468R549)✕	4.5K	QoQ -22.27% (-1.3K) YoY NEW(+4.5K)	All Managers (Combined)	$320.1K	0.0% ($320.1K/$1.3B)	QoQ -29.72% (-$135.4K) YoY NEW(+$320.1K)
JANUS HENDERSON GROUP PLC(JHGcusipG4474Y214)	8.8K	QoQ -6.19% (-579) YoY -35.21% (-4.8K)	All Managers (Combined)	$317.1K	0.0% ($317.1K/$1.3B)	QoQ -20.26% (-$80.6K) YoY -28.79% (-$128.3K)
ALLSTATE CORP(ALLcusip020002101)	1.5K	QoQ +2.48% (+37) YoY NEW(+1.5K)	All Managers (Combined)	$316.1K	0.0% ($316.1K/$1.3B)	QoQ +10.04% (+$28.9K) YoY NEW(+$316.1K)