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

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CROWN CASTLE INC.

CCI|22822V101

Shares:2.0K

Value:$209.5K

% of Portfolio:0.0% ($209.5K/$1.3B)

BANK OF HAWAII CORP

BOH|062540109

Shares:3.0K

Value:$209.4K

% of Portfolio:0.0% ($209.4K/$1.3B)

BROADRIDGE FINANCIAL SOLUTIONS, INC.

BR|11133T103

Shares:863

Value:$209.2K

% of Portfolio:0.0% ($209.2K/$1.3B)

Fortinet, Inc.

FTNT|34959E109

Shares:2.1K

Value:$206.8K

% of Portfolio:0.0% ($206.8K/$1.3B)

WHIRLPOOL CORP /DE/

WHR|963320106

Shares:2.3K

Value:$206.0K

% of Portfolio:0.0% ($206.0K/$1.3B)

Hercules Capital, Inc.

HTGC|427096508

Shares:10.7K

Value:$204.9K

% of Portfolio:0.0% ($204.9K/$1.3B)

Compass Diversified Holdings

CODI|20451Q104

Shares:11.0K

Value:$204.6K

% of Portfolio:0.0% ($204.6K/$1.3B)

33740F771

Shares:4.8K

Value:$204.2K

% of Portfolio:0.0% ($204.2K/$1.3B)

BOEING CO

BA|097023105

Shares:1.2K

Value:$201.4K

% of Portfolio:0.0% ($201.4K/$1.3B)

78467V848

Shares:5.0K

Value:$200.6K

% of Portfolio:0.0% ($200.6K/$1.3B)

Thornburg Income Builder Opportunities Trust

TBLD|885213108

Shares:10.0K

Value:$179.4K

% of Portfolio:0.0% ($179.4K/$1.3B)

Postal Realty Trust, Inc.

PSTL|73757R102

Shares:12.3K

Value:$175.9K

% of Portfolio:0.0% ($175.9K/$1.3B)

EVOLUTION PETROLEUM CORP

EPM|30049A107

Shares:31.9K

Value:$165.4K

% of Portfolio:0.0% ($165.4K/$1.3B)

HUNTINGTON BANCSHARES INC /MD/

HBAN|446150104

Shares:10.2K

Value:$153.0K

% of Portfolio:0.0% ($153.0K/$1.3B)

MONRO, INC.

MNRO|610236101

Shares:10.0K

Value:$145.4K

% of Portfolio:0.0% ($145.4K/$1.3B)

PETROBRAS - PETROLEO BRASILEIRO SA

PBR|71654V408

Shares:10.0K

Value:$143.4K

% of Portfolio:0.0% ($143.4K/$1.3B)

RESOURCES CONNECTION, INC.

RGP|76122Q105

Shares:13.4K

Value:$87.7K

% of Portfolio:0.0% ($87.7K/$1.3B)

GERDAU S.A.

GGB|373737105

Shares:14.4K

Value:$40.9K

% of Portfolio:0.0% ($40.9K/$1.3B)

374Water Inc.

SCWO|88583P104

Shares:12.5K

Value:$4.3K

% of Portfolio:0.0% ($4.3K/$1.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
CROWN CASTLE INC.(CCIcusip22822V101)	2.0K	QoQ NEW(+2.0K) YoY -7.24% (-157)	All Managers (Combined)	$209.5K	0.0% ($209.5K/$1.3B)	QoQ NEW(+$209.5K) YoY -8.64% (-$19.8K)
BANK OF HAWAII CORP(BOHcusip062540109)	3.0K	QoQ -11.43% (-392) YoY -50.96% (-3.2K)	All Managers (Combined)	$209.4K	0.0% ($209.4K/$1.3B)	QoQ -14.25% (-$34.8K) YoY -45.79% (-$176.9K)
BROADRIDGE FINANCIAL SOLUTIONS, INC.(BRcusip11133T103)	863	QoQ NEW(+863) YoY NEW(+863)	All Managers (Combined)	$209.2K	0.0% ($209.2K/$1.3B)	QoQ NEW(+$209.2K) YoY NEW(+$209.2K)
Fortinet, Inc.(FTNTcusip34959E109)	2.1K	QoQ NEW(+2.1K) YoY NEW(+2.1K)	All Managers (Combined)	$206.8K	0.0% ($206.8K/$1.3B)	QoQ NEW(+$206.8K) YoY NEW(+$206.8K)
WHIRLPOOL CORP /DE/(WHRcusip963320106)	2.3K	QoQ -5.96% (-145) YoY NEW(+2.3K)	All Managers (Combined)	$206.0K	0.0% ($206.0K/$1.3B)	QoQ -25.97% (-$72.3K) YoY NEW(+$206.0K)
Hercules Capital, Inc.(HTGCcusip427096508)	10.7K	QoQ -20.42% (-2.7K) YoY NEW(+10.7K)	All Managers (Combined)	$204.9K	0.0% ($204.9K/$1.3B)	QoQ -23.91% (-$64.4K) YoY NEW(+$204.9K)
Compass Diversified Holdings(CODIcusip20451Q104)	11.0K	QoQ -7.92% (-944) YoY -39.32% (-7.1K)	All Managers (Combined)	$204.6K	0.0% ($204.6K/$1.3B)	QoQ -25.52% (-$70.1K) YoY -52.93% (-$230.2K)
(cusip33740F771)✕	4.8K	QoQ -11.68% (-641) YoY NEW(+4.8K)	All Managers (Combined)	$204.2K	0.0% ($204.2K/$1.3B)	QoQ -12.80% (-$30.0K) YoY NEW(+$204.2K)
BOEING CO(BAcusip097023105)	1.2K	QoQ -45.29% (-978) YoY -64.68% (-2.2K)	All Managers (Combined)	$201.4K	0.0% ($201.4K/$1.3B)	QoQ -47.29% (-$180.7K) YoY -68.79% (-$444.0K)
(cusip78467V848)✕	5.0K	QoQ NEW(+5.0K) YoY -60.39% (-7.6K)	All Managers (Combined)	$200.6K	0.0% ($200.6K/$1.3B)	QoQ NEW(+$200.6K) YoY -60.15% (-$302.8K)
Thornburg Income Builder Opportunities Trust(TBLDcusip885213108)	10.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$179.4K	0.0% ($179.4K/$1.3B)	QoQ +10.19% (+$16.6K) YoY +10.94% (+$17.7K)
Postal Realty Trust, Inc.(PSTLcusip73757R102)	12.3K	QoQ -9.38% (-1.3K) YoY -67.35% (-25.4K)	All Managers (Combined)	$175.9K	0.0% ($175.9K/$1.3B)	QoQ -0.84% (-$1.5K) YoY -67.44% (-$364.5K)
EVOLUTION PETROLEUM CORP(EPMcusip30049A107)	31.9K	QoQ -11.37% (-4.1K) YoY -40.25% (-21.5K)	All Managers (Combined)	$165.4K	0.0% ($165.4K/$1.3B)	QoQ -12.21% (-$23.0K) YoY -49.59% (-$162.7K)
HUNTINGTON BANCSHARES INC /MD/(HBANcusip446150104)	10.2K	QoQ NEW(+10.2K) YoY -25.63% (-3.5K)	All Managers (Combined)	$153.0K	0.0% ($153.0K/$1.3B)	QoQ NEW(+$153.0K) YoY -19.98% (-$38.2K)
MONRO, INC.(MNROcusip610236101)	10.0K	QoQ -6.54% (-703) YoY -37.19% (-5.9K)	All Managers (Combined)	$145.4K	0.0% ($145.4K/$1.3B)	QoQ -45.46% (-$121.2K) YoY -71.18% (-$359.1K)
PETROBRAS - PETROLEO BRASILEIRO SA(PBRcusip71654V408)	10.0K	QoQ 0.00% (+0) YoY -34.12% (-5.2K)	All Managers (Combined)	$143.4K	0.0% ($143.4K/$1.3B)	QoQ +11.50% (+$14.8K) YoY -37.89% (-$87.5K)
RESOURCES CONNECTION, INC.(RGPcusip76122Q105)	13.4K	QoQ +2.71% (-354) YoY -51.82% (-14.4K)	All Managers (Combined)	$87.7K	0.0% ($87.7K/$1.3B)	QoQ -21.25% (-$23.7K) YoY -76.05% (-$278.5K)
GERDAU S.A.(GGBcusip373737105)	14.4K	QoQ 0.00% (-0) YoY +20.00% (-2.4K)	All Managers (Combined)	$40.9K	0.0% ($40.9K/$1.3B)	QoQ -1.38% (-$576) YoY -22.89% (-$12.1K)
374Water Inc.(SCWOcusip88583P104)	12.5K	QoQ 0.00% (-0) YoY NEW(+12.5K)	All Managers (Combined)	$4.3K	0.0% ($4.3K/$1.3B)	QoQ -50.19% (-$4.3K) YoY NEW(+$4.3K)