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 20 of 23

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BAR HARBOR BANKSHARES

BHB|066849100

Shares:9.1K

Value:$269.8K

% of Portfolio:0.0% ($269.8K/$1.3B)

TRAVELERS COMPANIES, INC.

TRV|89417E109

Shares:1.0K

Value:$269.8K

% of Portfolio:0.0% ($269.8K/$1.3B)

L3HARRIS TECHNOLOGIES, INC. /DE/

LHX|502431109

Shares:1.3K

Value:$265.8K

% of Portfolio:0.0% ($265.8K/$1.3B)

33733E500

Shares:9.2K

Value:$264.6K

% of Portfolio:0.0% ($264.6K/$1.3B)

SCHLUMBERGER LIMITED/NV

SLB|806857108

Shares:6.2K

Value:$261.0K

% of Portfolio:0.0% ($261.0K/$1.3B)

Lloyds Banking Group plc

LYG|539439109

Shares:68.3K

Value:$261.0K

% of Portfolio:0.0% ($261.0K/$1.3B)

ACUITY BRANDS INC

AYI|00508Y102

Shares:985

Value:$259.4K

% of Portfolio:0.0% ($259.4K/$1.3B)

EASTMAN CHEMICAL CO

EMN|277432100

Shares:2.9K

Value:$258.7K

% of Portfolio:0.0% ($258.7K/$1.3B)

EQUINIX INC

EQIX|29444U700

Shares:317

Value:$258.5K

% of Portfolio:0.0% ($258.5K/$1.3B)

41151J505

Shares:10.6K

Value:$255.2K

% of Portfolio:0.0% ($255.2K/$1.3B)

78468R853

Shares:6.3K

Value:$255.1K

% of Portfolio:0.0% ($255.1K/$1.3B)

DOW INC.

DOW|260557103

Shares:7.3K

Value:$254.2K

% of Portfolio:0.0% ($254.2K/$1.3B)

72201R593

Shares:9.4K

Value:$251.9K

% of Portfolio:0.0% ($251.9K/$1.3B)

921937819

BIV|921937819

Shares:3.3K

Value:$250.6K

% of Portfolio:0.0% ($250.6K/$1.3B)

ANALOG DEVICES INC

ADI|032654105

Shares:1.2K

Value:$250.5K

% of Portfolio:0.0% ($250.5K/$1.3B)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:708

Value:$249.6K

% of Portfolio:0.0% ($249.6K/$1.3B)

74933W213

Shares:4.9K

Value:$248.7K

% of Portfolio:0.0% ($248.7K/$1.3B)

ATMOS ENERGY CORP

ATO|049560105

Shares:1.6K

Value:$247.9K

% of Portfolio:0.0% ($247.9K/$1.3B)

Wendy's Co

WEN|95058W100

Shares:16.9K

Value:$246.6K

% of Portfolio:0.0% ($246.6K/$1.3B)

SUPERIOR GROUP OF COMPANIES, INC.

SGC|868358102

Shares:22.5K

Value:$246.4K

% of Portfolio:0.0% ($246.4K/$1.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
BAR HARBOR BANKSHARES(BHBcusip066849100)	9.1K	QoQ -6.87% (-675) YoY -16.07% (-1.8K)	All Managers (Combined)	$269.8K	0.0% ($269.8K/$1.3B)	QoQ -10.16% (-$30.5K) YoY -6.50% (-$18.8K)
TRAVELERS COMPANIES, INC.(TRVcusip89417E109)	1.0K	QoQ +2.92% (+29) YoY NEW(+1.0K)	All Managers (Combined)	$269.8K	0.0% ($269.8K/$1.3B)	QoQ +12.99% (+$31.0K) YoY NEW(+$269.8K)
L3HARRIS TECHNOLOGIES, INC. /DE/(LHXcusip502431109)	1.3K	QoQ +9.86% (+114) YoY NEW(+1.3K)	All Managers (Combined)	$265.8K	0.0% ($265.8K/$1.3B)	QoQ +9.35% (+$22.7K) YoY NEW(+$265.8K)
(cusip33733E500)✕	9.2K	QoQ -4.92% (-479) YoY NEW(+9.2K)	All Managers (Combined)	$264.6K	0.0% ($264.6K/$1.3B)	QoQ -19.80% (-$65.3K) YoY NEW(+$264.6K)
SCHLUMBERGER LIMITED/NV(SLBcusip806857108)	6.2K	QoQ -1.12% (-71) YoY NEW(+6.2K)	All Managers (Combined)	$261.0K	0.0% ($261.0K/$1.3B)	QoQ +7.80% (-$18.9K) YoY NEW(+$261.0K)
Lloyds Banking Group plc(LYGcusip539439109)	68.3K	QoQ +3.00% (+2.0K) YoY -22.31% (-19.6K)	All Managers (Combined)	$261.0K	0.0% ($261.0K/$1.3B)	QoQ +44.66% (+$80.6K) YoY +14.57% (-$33.2K)
ACUITY BRANDS INC(AYIcusip00508Y102)	985	QoQ +2.71% (-26) YoY NEW(+985)	All Managers (Combined)	$259.4K	0.0% ($259.4K/$1.3B)	QoQ -7.39% (-$20.7K) YoY NEW(+$259.4K)
EASTMAN CHEMICAL CO(EMNcusip277432100)	2.9K	QoQ NEW(+2.9K) YoY +15.63% (+397)	All Managers (Combined)	$258.7K	0.0% ($258.7K/$1.3B)	QoQ NEW(+$258.7K) YoY +1.66% (+$4.2K)
EQUINIX INC(EQIXcusip29444U700)	317	QoQ +10.45% (-30) YoY NEW(+317)	All Managers (Combined)	$258.5K	0.0% ($258.5K/$1.3B)	QoQ -4.48% (-$12.1K) YoY NEW(+$258.5K)
(cusip41151J505)✕	10.6K	QoQ -13.09% (-1.6K) YoY NEW(+10.6K)	All Managers (Combined)	$255.2K	0.0% ($255.2K/$1.3B)	QoQ -5.57% (-$15.1K) YoY NEW(+$255.2K)
(cusip78468R853)✕	6.3K	QoQ -5.05% (-333) YoY -50.23% (-6.3K)	All Managers (Combined)	$255.1K	0.0% ($255.1K/$1.3B)	QoQ -13.83% (-$41.0K) YoY -52.86% (-$286.2K)
DOW INC.(DOWcusip260557103)	7.3K	QoQ NEW(+7.3K) YoY -18.88% (-1.7K)	All Managers (Combined)	$254.2K	0.0% ($254.2K/$1.3B)	QoQ NEW(+$254.2K) YoY -51.10% (-$265.6K)
(cusip72201R593)✕	9.4K	QoQ NEW(+9.4K) YoY NEW(+9.4K)	All Managers (Combined)	$251.9K	0.0% ($251.9K/$1.3B)	QoQ NEW(+$251.9K) YoY NEW(+$251.9K)
(BIVcusip921937819)	3.3K	QoQ -30.38% (-1.4K) YoY -37.77% (-2.0K)	All Managers (Combined)	$250.6K	0.0% ($250.6K/$1.3B)	QoQ -28.66% (-$100.7K) YoY -36.80% (-$145.9K)
ANALOG DEVICES INC(ADIcusip032654105)	1.2K	QoQ NEW(+1.2K) YoY NEW(+1.2K)	All Managers (Combined)	$250.5K	0.0% ($250.5K/$1.3B)	QoQ NEW(+$250.5K) YoY NEW(+$250.5K)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	708	QoQ -10.26% (-81) YoY NEW(+708)	All Managers (Combined)	$249.6K	0.0% ($249.6K/$1.3B)	QoQ -7.53% (-$20.3K) YoY NEW(+$249.6K)
(cusip74933W213)✕	4.9K	QoQ NEW(+4.9K) YoY NEW(+4.9K)	All Managers (Combined)	$248.7K	0.0% ($248.7K/$1.3B)	QoQ NEW(+$248.7K) YoY NEW(+$248.7K)
ATMOS ENERGY CORP(ATOcusip049560105)	1.6K	QoQ +0.62% (+10) YoY NEW(+1.6K)	All Managers (Combined)	$247.9K	0.0% ($247.9K/$1.3B)	QoQ +11.68% (+$25.9K) YoY NEW(+$247.9K)
Wendy's Co(WENcusip95058W100)	16.9K	QoQ -1.27% (-218) YoY -16.24% (-3.3K)	All Managers (Combined)	$246.6K	0.0% ($246.6K/$1.3B)	QoQ -11.39% (-$31.7K) YoY -34.96% (-$132.6K)
SUPERIOR GROUP OF COMPANIES, INC.(SGCcusip868358102)	22.5K	QoQ -4.32% (-1.0K) YoY -37.70% (-13.6K)	All Managers (Combined)	$246.4K	0.0% ($246.4K/$1.3B)	QoQ -36.67% (-$142.7K) YoY -58.74% (-$350.9K)