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 22 of 23

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92189F643

Shares:2.6K

Value:$227.1K

381430529

Shares:2.3K

Value:$226.1K

OGE ENERGY CORP.

OGE|670837103

Shares:4.9K

Value:$224.2K

72201R775

Shares:2.4K

Value:$224.1K

Elevance Health, Inc.

ELV|036752103

Shares:514

Value:$223.6K

GE Vernova Inc.

GEV|36828A101

Shares:730

Value:$222.9K

OCCIDENTAL PETROLEUM CORP /DE/

OXY|674599105

Shares:4.5K

Value:$222.3K

ENBRIDGE INC

ENB|29250N105

Shares:5.0K

Value:$221.5K

33740F441

Shares:6.1K

Value:$221.2K

CAVA GROUP, INC.

CAVA|148929102

Shares:2.5K

Value:$220.3K

Cigna Group

CI|125523100

Shares:666

Value:$219.0K

Lazard, Inc.

LAZ|52110M109

Shares:5.0K

Value:$216.8K

Phillips 66

PSX|718546104

Shares:1.7K

Value:$213.4K

DuPont de Nemours, Inc.

DD|26614N102

Shares:2.9K

Value:$213.3K

CVS HEALTH Corp

CVS|126650100

Shares:3.1K

Value:$213.1K

852234103

Shares:3.9K

Value:$212.6K

Owens Corning

OC|690742101

Shares:1.5K

Value:$211.4K

INTEL CORP

INTC|458140100

Shares:9.3K

Value:$211.3K

33740F482

Shares:5.7K

Value:$210.3K

33740F649

Shares:8.0K

Value:$209.7K

Instrument	Shares		Other Manager	Value
(cusip92189F643)✕	2.6K	QoQ -20.41% (-662) YoY NEW(+2.6K)	All Managers (Combined)	$227.1K	QoQ -24.46% (-$73.6K) YoY NEW(+$227.1K)
(cusip381430529)✕	2.3K	QoQ 0.00% (+0) YoY -21.60% (-622)	All Managers (Combined)	$226.1K	QoQ +0.26% (+$587) YoY -22.16% (-$64.4K)
OGE ENERGY CORP.(OGEcusip670837103)	4.9K	QoQ NEW(+4.9K) YoY NEW(+4.9K)	All Managers (Combined)	$224.2K	QoQ NEW(+$224.2K) YoY NEW(+$224.2K)
(cusip72201R775)✕	2.4K	QoQ +4.30% (+100) YoY NEW(+2.4K)	All Managers (Combined)	$224.1K	QoQ +6.66% (+$14.0K) YoY NEW(+$224.1K)
Elevance Health, Inc.(ELVcusip036752103)	514	QoQ NEW(+514) YoY NEW(+514)	All Managers (Combined)	$223.6K	QoQ NEW(+$223.6K) YoY NEW(+$223.6K)
GE Vernova Inc.(GEVcusip36828A101)	730	QoQ +3.25% (-23) YoY NEW(+730)	All Managers (Combined)	$222.9K	QoQ -4.17% (-$9.7K) YoY NEW(+$222.9K)
OCCIDENTAL PETROLEUM CORP /DE/(OXYcusip674599105)	4.5K	QoQ -9.81% (-490) YoY NEW(+4.5K)	All Managers (Combined)	$222.3K	QoQ -9.90% (-$24.4K) YoY NEW(+$222.3K)
ENBRIDGE INC(ENBcusip29250N105)	5.0K	QoQ -0.67% (-34) YoY NEW(+5.0K)	All Managers (Combined)	$221.5K	QoQ +3.68% (-$7.9K) YoY NEW(+$221.5K)
(cusip33740F441)✕	6.1K	QoQ 0.00% (-0) YoY NEW(+6.1K)	All Managers (Combined)	$221.2K	QoQ -1.72% (-$3.9K) YoY NEW(+$221.2K)
CAVA GROUP, INC.(CAVAcusip148929102)	2.5K	QoQ NEW(+2.5K) YoY NEW(+2.5K)	All Managers (Combined)	$220.3K	QoQ NEW(+$220.3K) YoY NEW(+$220.3K)
Cigna Group(CIcusip125523100)	666	QoQ NEW(+666) YoY NEW(+666)	All Managers (Combined)	$219.0K	QoQ NEW(+$219.0K) YoY NEW(+$219.0K)
Lazard, Inc.(LAZcusip52110M109)	5.0K	QoQ -3.72% (-194) YoY NEW(+5.0K)	All Managers (Combined)	$216.8K	QoQ -19.02% (-$51.0K) YoY NEW(+$216.8K)
Phillips 66(PSXcusip718546104)	1.7K	QoQ NEW(+1.7K) YoY NEW(+1.7K)	All Managers (Combined)	$213.4K	QoQ NEW(+$213.4K) YoY NEW(+$213.4K)
DuPont de Nemours, Inc.(DDcusip26614N102)	2.9K	QoQ NEW(+2.9K) YoY NEW(+2.9K)	All Managers (Combined)	$213.3K	QoQ NEW(+$213.3K) YoY NEW(+$213.3K)
CVS HEALTH Corp(CVScusip126650100)	3.1K	QoQ NEW(+3.1K) YoY -27.38% (-1.2K)	All Managers (Combined)	$213.1K	QoQ NEW(+$213.1K) YoY -38.32% (-$132.4K)
(cusip852234103)✕	3.9K	QoQ NEW(+3.9K) YoY -2.24% (-90)	All Managers (Combined)	$212.6K	QoQ NEW(+$212.6K) YoY -37.20% (-$126.0K)
Owens Corning(OCcusip690742101)	1.5K	QoQ +1.02% (-15) YoY NEW(+1.5K)	All Managers (Combined)	$211.4K	QoQ -15.24% (-$38.0K) YoY NEW(+$211.4K)
INTEL CORP(INTCcusip458140100)	9.3K	QoQ -22.23% (-2.7K) YoY -6.96% (-696)	All Managers (Combined)	$211.3K	QoQ -11.92% (-$28.6K) YoY -52.16% (-$230.4K)
(cusip33740F482)✕	5.7K	QoQ 0.00% (-0) YoY NEW(+5.7K)	All Managers (Combined)	$210.3K	QoQ -0.69% (-$1.5K) YoY NEW(+$210.3K)
(cusip33740F649)✕	8.0K	QoQ -1.07% (-87) YoY -3.47% (-289)	All Managers (Combined)	$209.7K	QoQ -6.06% (-$13.5K) YoY +1.59% (-$3.3K)