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 2 of 23

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464288877

Shares:202.5K

Value:$11.9M

% of Portfolio:0.9% ($11.9M/$1.3B)

464287473

IWS|464287473

Shares:92.8K

Value:$11.7M

% of Portfolio:0.9% ($11.7M/$1.3B)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:46.2K

Value:$11.3M

% of Portfolio:0.9% ($11.3M/$1.3B)

33734H106

Shares:249.2K

Value:$11.1M

% of Portfolio:0.9% ($11.1M/$1.3B)

69374H881

Shares:201.6K

Value:$11.0M

% of Portfolio:0.9% ($11.0M/$1.3B)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:11.4K

Value:$10.8M

% of Portfolio:0.8% ($10.8M/$1.3B)

VISA INC.

V|92826C839

Shares:30.2K

Value:$10.6M

% of Portfolio:0.8% ($10.6M/$1.3B)

464289438

Shares:48.8K

Value:$10.3M

% of Portfolio:0.8% ($10.3M/$1.3B)

464288885

EFG|464288885

Shares:100.1K

Value:$10.0M

% of Portfolio:0.8% ($10.0M/$1.3B)

Alphabet Inc.

GOOGL|02079K305

Shares:61.2K

Value:$9.5M

% of Portfolio:0.7% ($9.5M/$1.3B)

HOME DEPOT, INC.

HD|437076102

Shares:24.1K

Value:$8.8M

% of Portfolio:0.7% ($8.8M/$1.3B)

EXXON MOBIL CORP

XOM|30231G102

Shares:72.2K

Value:$8.6M

% of Portfolio:0.7% ($8.6M/$1.3B)

97717X669

Shares:107.0K

Value:$8.5M

% of Portfolio:0.7% ($8.5M/$1.3B)

33740F755

Shares:277.7K

Value:$8.2M

% of Portfolio:0.6% ($8.2M/$1.3B)

Broadcom Inc.

AVGO|11135F101

Shares:48.4K

Value:$8.1M

% of Portfolio:0.6% ($8.1M/$1.3B)

921943858

VEA|921943858

Shares:156.0K

Value:$7.9M

% of Portfolio:0.6% ($7.9M/$1.3B)

ELI LILLY & Co

LLY|532457108

Shares:9.6K

Value:$7.9M

% of Portfolio:0.6% ($7.9M/$1.3B)

46434V621

DGRO|46434V621

Shares:123.0K

Value:$7.6M

% of Portfolio:0.6% ($7.6M/$1.3B)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:28.4K

Value:$7.1M

% of Portfolio:0.5% ($7.1M/$1.3B)

97717W281

Shares:139.0K

Value:$6.7M

% of Portfolio:0.5% ($6.7M/$1.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464288877)✕	202.5K	QoQ +8.88% (+16.5K) YoY +18.81% (+32.1K)	All Managers (Combined)	$11.9M	0.9% ($11.9M/$1.3B)	QoQ +22.31% (+$2.2M) YoY +28.72% (+$2.7M)
(IWScusip464287473)	92.8K	QoQ -0.20% (-189) YoY +37.44% (+25.3K)	All Managers (Combined)	$11.7M	0.9% ($11.7M/$1.3B)	QoQ -2.80% (-$337.2K) YoY +38.15% (+$3.2M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	46.2K	QoQ +1.06% (+486) YoY +50.49% (+15.5K)	All Managers (Combined)	$11.3M	0.9% ($11.3M/$1.3B)	QoQ +3.42% (+$374.8K) YoY +84.29% (+$5.2M)
(cusip33734H106)✕	249.2K	QoQ -2.58% (-6.6K) YoY NEW(+249.2K)	All Managers (Combined)	$11.1M	0.9% ($11.1M/$1.3B)	QoQ -0.46% (-$52.2K) YoY NEW(+$11.1M)
(cusip69374H881)✕	201.6K	QoQ +2.98% (-5.8K) YoY +183.24% (+130.4K)	All Managers (Combined)	$11.0M	0.9% ($11.0M/$1.3B)	QoQ -0.15% (-$17.0K) YoY +166.91% (+$6.9M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	11.4K	QoQ -3.63% (-430) YoY +124.52% (+6.3K)	All Managers (Combined)	$10.8M	0.8% ($10.8M/$1.3B)	QoQ -0.53% (-$57.8K) YoY +189.83% (+$7.1M)
VISA INC.(Vcusip92826C839)	30.2K	QoQ -2.25% (-699) YoY +111.73% (+16.0K)	All Managers (Combined)	$10.6M	0.8% ($10.6M/$1.3B)	QoQ +8.38% (-$819.9K) YoY +165.87% (+$6.6M)
(cusip464289438)✕	48.8K	QoQ +21.25% (+8.6K) YoY NEW(+48.8K)	All Managers (Combined)	$10.3M	0.8% ($10.3M/$1.3B)	QoQ +8.71% (+$826.1K) YoY NEW(+$10.3M)
(EFGcusip464288885)	100.1K	QoQ -10.29% (-11.5K) YoY +25.71% (+20.5K)	All Managers (Combined)	$10.0M	0.8% ($10.0M/$1.3B)	QoQ -7.35% (-$794.3K) YoY +21.12% (+$1.7M)
Alphabet Inc.(GOOGLcusip02079K305)	61.2K	QoQ -3.60% (-2.3K) YoY +91.45% (+29.2K)	All Managers (Combined)	$9.5M	0.7% ($9.5M/$1.3B)	QoQ -21.25% (-$2.6M) YoY +96.16% (+$4.6M)
HOME DEPOT, INC.(HDcusip437076102)	24.1K	QoQ -1.09% (-267) YoY +35.22% (+6.3K)	All Managers (Combined)	$8.8M	0.7% ($8.8M/$1.3B)	QoQ -6.81% (-$646.4K) YoY +29.19% (+$2.0M)
EXXON MOBIL CORP(XOMcusip30231G102)	72.2K	QoQ +11.75% (+7.6K) YoY +4.80% (+3.3K)	All Managers (Combined)	$8.6M	0.7% ($8.6M/$1.3B)	QoQ +23.55% (+$1.6M) YoY +7.23% (+$579.1K)
(cusip97717X669)✕	107.0K	QoQ -1.89% (-2.1K) YoY -23.33% (-32.6K)	All Managers (Combined)	$8.5M	0.7% ($8.5M/$1.3B)	QoQ -3.19% (-$282.1K) YoY -19.63% (-$2.1M)
(cusip33740F755)✕	277.7K	QoQ +55.14% (+98.7K) YoY NEW(+277.7K)	All Managers (Combined)	$8.2M	0.6% ($8.2M/$1.3B)	QoQ +51.17% (+$2.8M) YoY NEW(+$8.2M)
Broadcom Inc.(AVGOcusip11135F101)	48.4K	QoQ +11.19% (-4.9K) YoY +1317.70% (+44.9K)	All Managers (Combined)	$8.1M	0.6% ($8.1M/$1.3B)	QoQ -19.69% (-$2.0M) YoY +79.06% (+$3.6M)
(VEAcusip921943858)	156.0K	QoQ -6.06% (-10.1K) YoY -28.47% (-62.1K)	All Managers (Combined)	$7.9M	0.6% ($7.9M/$1.3B)	QoQ -0.14% (-$11.8K) YoY -27.53% (-$3.0M)
ELI LILLY & Co(LLYcusip532457108)	9.6K	QoQ -1.00% (-97) YoY +181.47% (+6.2K)	All Managers (Combined)	$7.9M	0.6% ($7.9M/$1.3B)	QoQ +5.91% (-$440.5K) YoY +198.85% (+$5.3M)
(DGROcusip46434V621)	123.0K	QoQ +6.77% (+7.8K) YoY NEW(+123.0K)	All Managers (Combined)	$7.6M	0.6% ($7.6M/$1.3B)	QoQ +7.54% (+$532.7K) YoY NEW(+$7.6M)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	28.4K	QoQ +0.85% (+241) YoY -8.42% (-2.6K)	All Managers (Combined)	$7.1M	0.5% ($7.1M/$1.3B)	QoQ +14.08% (+$870.3K) YoY +19.24% (-$1.1M)
(cusip97717W281)✕	139.0K	QoQ -3.40% (-4.9K) YoY -29.78% (-58.9K)	All Managers (Combined)	$6.7M	0.5% ($6.7M/$1.3B)	QoQ -4.60% (-$324.3K) YoY -33.30% (-$3.4M)