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

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464287614

IWF|464287614

Shares:13.6K

Value:$4.9M

336917109

Shares:112.3K

Value:$4.9M

Snap-on Inc

SNA|833034101

Shares:14.0K

Value:$4.7M

QUALCOMM INC/DE

QCOM|747525103

Shares:30.5K

Value:$4.7M

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:102.7K

Value:$4.7M

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:18.9K

Value:$4.6M

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:27.5K

Value:$4.6M

33740F854

Shares:117.4K

Value:$4.6M

46434G103

IEMG|46434G103

Shares:79.0K

Value:$4.3M

SPDR GOLD TRUST

GLD|78463V107

Shares:14.8K

Value:$4.3M

CINTAS CORP

CTAS|172908105

Shares:20.7K

Value:$4.3M

PROCTER & GAMBLE Co

PG|742718109

Shares:24.9K

Value:$4.3M

Merck & Co., Inc.

MRK|58933Y105

Shares:47.1K

Value:$4.2M

316188309

Shares:91.6K

Value:$4.2M

464287655

IWM|464287655

Shares:20.8K

Value:$4.2M

Ares Management Corp

ARES|03990B101

Shares:28.2K

Value:$4.1M

46432F842

IEFA|46432F842

Shares:54.2K

Value:$4.1M

Arthur J. Gallagher & Co.

AJG|363576109

Shares:11.8K

Value:$4.1M

464289859

Shares:53.0K

Value:$4.1M

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:13.0K

Value:$4.0M

Instrument	Shares		Other Manager	Value
(IWFcusip464287614)	13.6K	QoQ -0.59% (-82) YoY +8.84% (+1.1K)	All Managers (Combined)	$4.9M	QoQ -10.62% (-$584.0K) YoY +16.60% (+$699.4K)
(cusip336917109)✕	112.3K	QoQ +9.40% (+9.7K) YoY NEW(+112.3K)	All Managers (Combined)	$4.9M	QoQ +18.04% (+$745.8K) YoY NEW(+$4.9M)
Snap-on Inc(SNAcusip833034101)	14.0K	QoQ -4.04% (-591) YoY -26.80% (-5.1K)	All Managers (Combined)	$4.7M	QoQ -4.73% (-$235.1K) YoY -16.72% (-$949.2K)
QUALCOMM INC/DE(QCOMcusip747525103)	30.5K	QoQ -0.88% (-273) YoY -17.32% (-6.4K)	All Managers (Combined)	$4.7M	QoQ -0.89% (-$42.3K) YoY -24.98% (-$1.6M)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	102.7K	QoQ -12.53% (-14.7K) YoY -25.29% (-34.8K)	All Managers (Combined)	$4.7M	QoQ -0.78% (-$36.9K) YoY -19.23% (-$1.1M)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	18.9K	QoQ -0.94% (-180) YoY +802.77% (+16.8K)	All Managers (Combined)	$4.6M	QoQ +13.80% (-$557.8K) YoY +969.32% (+$4.2M)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	27.5K	QoQ -3.90% (-1.1K) YoY -38.17% (-17.0K)	All Managers (Combined)	$4.6M	QoQ -19.23% (-$1.1M) YoY -24.56% (-$1.5M)
(cusip33740F854)✕	117.4K	QoQ -4.03% (-4.9K) YoY -19.29% (-28.1K)	All Managers (Combined)	$4.6M	QoQ -6.17% (-$299.7K) YoY -15.37% (-$827.4K)
(IEMGcusip46434G103)	79.0K	QoQ +7.74% (+5.7K) YoY +17.95% (+12.0K)	All Managers (Combined)	$4.3M	QoQ +11.35% (+$435.0K) YoY +23.37% (+$808.3K)
SPDR GOLD TRUST(GLDcusip78463V107)	14.8K	QoQ +6.25% (+870) YoY +897.97% (+13.3K)	All Managers (Combined)	$4.3M	QoQ +26.44% (+$890.7K) YoY +1297.80% (+$4.0M)
CINTAS CORP(CTAScusip172908105)	20.7K	QoQ -6.25% (-1.4K) YoY +3910.65% (+20.2K)	All Managers (Combined)	$4.3M	QoQ +5.45% (-$220.0K) YoY +1099.21% (+$3.9M)
PROCTER & GAMBLE Co(PGcusip742718109)	24.9K	QoQ -1.39% (-352) YoY +4.71% (+1.1K)	All Managers (Combined)	$4.3M	QoQ +0.23% (-$10.0K) YoY +9.98% (+$385.9K)
Merck & Co., Inc.(MRKcusip58933Y105)	47.1K	QoQ -3.73% (-1.8K) YoY -16.25% (-9.1K)	All Managers (Combined)	$4.2M	QoQ -13.13% (-$639.9K) YoY -43.02% (-$3.2M)
(cusip316188309)✕	91.6K	QoQ +16.84% (+13.2K) YoY +24.25% (+17.9K)	All Managers (Combined)	$4.2M	QoQ +18.87% (+$663.8K) YoY +25.18% (+$841.2K)
(IWMcusip464287655)	20.8K	QoQ -11.07% (-2.6K) YoY -30.32% (-9.1K)	All Managers (Combined)	$4.2M	QoQ -19.71% (-$1.0M) YoY -33.90% (-$2.1M)
Ares Management Corp(AREScusip03990B101)	28.2K	QoQ -2.83% (-823) YoY -26.76% (-10.3K)	All Managers (Combined)	$4.1M	QoQ -19.52% (-$1.0M) YoY -19.25% (-$987.2K)
(IEFAcusip46432F842)	54.2K	QoQ +70.50% (+22.4K) YoY NEW(+54.2K)	All Managers (Combined)	$4.1M	QoQ +83.53% (+$1.9M) YoY NEW(+$4.1M)
Arthur J. Gallagher & Co.(AJGcusip363576109)	11.8K	QoQ -9.49% (-1.2K) YoY +69.91% (+4.9K)	All Managers (Combined)	$4.1M	QoQ +10.07% (-$373.3K) YoY +134.60% (+$2.3M)
(cusip464289859)✕	53.0K	QoQ +22.17% (+9.6K) YoY +122.50% (+29.2K)	All Managers (Combined)	$4.1M	QoQ +22.00% (+$731.1K) YoY +131.71% (+$2.3M)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	13.0K	QoQ -2.78% (-373) YoY -28.76% (-5.3K)	All Managers (Combined)	$4.0M	QoQ +1.46% (-$57.6K) YoY -12.85% (-$587.2K)