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 5 of 23

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33740F623

Shares:88.5K

Value:$3.9M

% of Portfolio:0.3% ($3.9M/$1.3B)

Walmart Inc.

WMT|931142103

Shares:44.1K

Value:$3.9M

% of Portfolio:0.3% ($3.9M/$1.3B)

97717W422

Shares:87.7K

Value:$3.8M

% of Portfolio:0.3% ($3.8M/$1.3B)

92206C680

VONG|92206C680

Shares:40.9K

Value:$3.8M

% of Portfolio:0.3% ($3.8M/$1.3B)

Bank of New York Mellon Corp

BK|064058100

Shares:45.1K

Value:$3.8M

% of Portfolio:0.3% ($3.8M/$1.3B)

RELX PLC

RELX|759530108

Shares:71.1K

Value:$3.6M

% of Portfolio:0.3% ($3.6M/$1.3B)

WEC ENERGY GROUP, INC.

WEC|92939U106

Shares:31.7K

Value:$3.5M

% of Portfolio:0.3% ($3.5M/$1.3B)

808524607

SCHA|808524607

Shares:146.7K

Value:$3.4M

% of Portfolio:0.3% ($3.4M/$1.3B)

LINDE PLC

LIN|G54950103

Shares:7.4K

Value:$3.4M

% of Portfolio:0.3% ($3.4M/$1.3B)

Mastercard Inc

MA|57636Q104

Shares:6.3K

Value:$3.4M

% of Portfolio:0.3% ($3.4M/$1.3B)

Philip Morris International Inc.

PM|718172109

Shares:21.3K

Value:$3.4M

% of Portfolio:0.3% ($3.4M/$1.3B)

33739E108

Shares:189.6K

Value:$3.3M

% of Portfolio:0.3% ($3.3M/$1.3B)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:54.0K

Value:$3.3M

% of Portfolio:0.3% ($3.3M/$1.3B)

WASTE MANAGEMENT INC

WM|94106L109

Shares:14.1K

Value:$3.3M

% of Portfolio:0.3% ($3.3M/$1.3B)

46434V407

Shares:76.9K

Value:$3.3M

% of Portfolio:0.3% ($3.3M/$1.3B)

81369Y886

Shares:40.9K

Value:$3.2M

% of Portfolio:0.2% ($3.2M/$1.3B)

92189F437

Shares:111.5K

Value:$3.2M

% of Portfolio:0.2% ($3.2M/$1.3B)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:4

Value:$3.2M

% of Portfolio:0.2% ($3.2M/$1.3B)

464288414

MUB|464288414

Shares:29.5K

Value:$3.1M

% of Portfolio:0.2% ($3.1M/$1.3B)

464289867

Shares:53.9K

Value:$3.1M

% of Portfolio:0.2% ($3.1M/$1.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33740F623)✕	88.5K	QoQ -23.76% (-27.6K) YoY -37.63% (-53.4K)	All Managers (Combined)	$3.9M	0.3% ($3.9M/$1.3B)	QoQ -26.34% (-$1.4M) YoY -34.11% (-$2.0M)
Walmart Inc.(WMTcusip931142103)	44.1K	QoQ -3.59% (-1.6K) YoY +45.88% (+13.9K)	All Managers (Combined)	$3.9M	0.3% ($3.9M/$1.3B)	QoQ -6.32% (-$261.5K) YoY +112.84% (+$2.1M)
(cusip97717W422)✕	87.7K	QoQ +37.48% (+23.9K) YoY NEW(+87.7K)	All Managers (Combined)	$3.8M	0.3% ($3.8M/$1.3B)	QoQ +32.74% (+$945.8K) YoY NEW(+$3.8M)
(VONGcusip92206C680)	40.9K	QoQ +0.35% (-144) YoY NEW(+40.9K)	All Managers (Combined)	$3.8M	0.3% ($3.8M/$1.3B)	QoQ -9.85% (-$414.5K) YoY NEW(+$3.8M)
Bank of New York Mellon Corp(BKcusip064058100)	45.1K	QoQ +12.94% (+5.2K) YoY +25.00% (+9.0K)	All Managers (Combined)	$3.8M	0.3% ($3.8M/$1.3B)	QoQ +23.28% (+$714.1K) YoY +81.95% (+$1.7M)
RELX PLC(RELXcusip759530108)	71.1K	QoQ -9.36% (-7.3K) YoY -33.98% (-36.6K)	All Managers (Combined)	$3.6M	0.3% ($3.6M/$1.3B)	QoQ +0.59% (-$21.1K) YoY -23.12% (-$1.1M)
WEC ENERGY GROUP, INC.(WECcusip92939U106)	31.7K	QoQ -4.34% (-1.4K) YoY -39.13% (-20.4K)	All Managers (Combined)	$3.5M	0.3% ($3.5M/$1.3B)	QoQ +10.85% (-$338.4K) YoY -19.23% (-$823.1K)
(SCHAcusip808524607)	146.7K	QoQ -5.06% (-7.8K) YoY +34.88% (-37.9K)	All Managers (Combined)	$3.4M	0.3% ($3.4M/$1.3B)	QoQ -13.98% (-$558.7K) YoY -35.81% (-$1.9M)
LINDE PLC(LINcusipG54950103)	7.4K	QoQ -5.25% (-409) YoY +135.44% (+4.2K)	All Managers (Combined)	$3.4M	0.3% ($3.4M/$1.3B)	QoQ +5.38% (-$175.4K) YoY +136.12% (+$2.0M)
Mastercard Inc(MAcusip57636Q104)	6.3K	QoQ -2.88% (-186) YoY +269.77% (+4.6K)	All Managers (Combined)	$3.4M	0.3% ($3.4M/$1.3B)	QoQ +1.07% (-$36.5K) YoY +320.93% (+$2.6M)
Philip Morris International Inc.(PMcusip718172109)	21.3K	QoQ +0.16% (+35) YoY +60.54% (+8.0K)	All Managers (Combined)	$3.4M	0.3% ($3.4M/$1.3B)	QoQ +32.10% (+$823.2K) YoY +178.15% (+$2.2M)
(cusip33739E108)✕	189.6K	QoQ +18.50% (+29.6K) YoY NEW(+189.6K)	All Managers (Combined)	$3.3M	0.3% ($3.3M/$1.3B)	QoQ +17.76% (+$503.2K) YoY NEW(+$3.3M)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	54.0K	QoQ -3.23% (-1.8K) YoY -19.47% (-13.1K)	All Managers (Combined)	$3.3M	0.3% ($3.3M/$1.3B)	QoQ +0.87% (-$28.8K) YoY -0.43% (-$14.7K)
WASTE MANAGEMENT INC(WMcusip94106L109)	14.1K	QoQ -1.32% (-190) YoY +935.75% (+12.8K)	All Managers (Combined)	$3.3M	0.3% ($3.3M/$1.3B)	QoQ +13.20% (-$381.9K) YoY +1024.56% (+$3.0M)
(cusip46434V407)✕	76.9K	QoQ -6.63% (-5.5K) YoY NEW(+76.9K)	All Managers (Combined)	$3.3M	0.3% ($3.3M/$1.3B)	QoQ -6.83% (-$239.8K) YoY NEW(+$3.3M)
(cusip81369Y886)✕	40.9K	QoQ +17.61% (+6.1K) YoY NEW(+40.9K)	All Managers (Combined)	$3.2M	0.2% ($3.2M/$1.3B)	QoQ +22.52% (+$592.7K) YoY NEW(+$3.2M)
(cusip92189F437)✕	111.5K	QoQ +11.38% (+11.4K) YoY +23.86% (+21.5K)	All Managers (Combined)	$3.2M	0.2% ($3.2M/$1.3B)	QoQ +12.12% (+$347.9K) YoY +23.18% (+$605.3K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	4	QoQ NEW(+4) YoY NEW(+4)	All Managers (Combined)	$3.2M	0.2% ($3.2M/$1.3B)	QoQ NEW(+$3.2M) YoY NEW(+$3.2M)
(MUBcusip464288414)	29.5K	QoQ -29.86% (-12.6K) YoY +26.74% (+6.2K)	All Managers (Combined)	$3.1M	0.2% ($3.1M/$1.3B)	QoQ -30.59% (-$1.4M) YoY +24.20% (+$606.2K)
(cusip464289867)✕	53.9K	QoQ +10.98% (+5.3K) YoY +49.54% (+17.9K)	All Managers (Combined)	$3.1M	0.2% ($3.1M/$1.3B)	QoQ +11.46% (+$319.2K) YoY +54.64% (+$1.1M)