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 6 of 23

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72201R866

Shares:59.0K

Value:$3.0M

HCA Healthcare, Inc.

HCA|40412C101

Shares:8.7K

Value:$3.0M

92189F528

Shares:175.9K

Value:$3.0M

33738D101

Shares:75.7K

Value:$2.8M

GILEAD SCIENCES, INC.

GILD|375558103

Shares:25.3K

Value:$2.8M

American Water Works Company, Inc.

AWK|030420103

Shares:19.2K

Value:$2.8M

COCA COLA CO

KO|191216100

Shares:39.4K

Value:$2.8M

464288703

Shares:46.7K

Value:$2.8M

NASDAQ, INC.

NDAQ|631103108

Shares:36.5K

Value:$2.8M

S&P Global Inc.

SPGI|78409V104

Shares:5.4K

Value:$2.7M

UNILEVER PLC

UL|904767704

Shares:45.8K

Value:$2.7M

81369Y308

Shares:32.5K

Value:$2.7M

Air Products & Chemicals, Inc.

APD|009158106

Shares:9.0K

Value:$2.7M

922908512

VOE|922908512

Shares:16.3K

Value:$2.6M

46138E354

Shares:34.3K

Value:$2.6M

VALERO ENERGY CORP/TX

VLO|91913Y100

Shares:19.3K

Value:$2.6M

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:39.1K

Value:$2.6M

78464A201

Shares:30.6K

Value:$2.5M

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:60.6K

Value:$2.5M

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:13.9K

Value:$2.5M

Instrument	Shares		Other Manager	Value
(cusip72201R866)✕	59.0K	QoQ +27.99% (+12.9K) YoY +44.40% (+18.1K)	All Managers (Combined)	$3.0M	QoQ +27.55% (+$657.2K) YoY +41.87% (+$898.0K)
HCA Healthcare, Inc.(HCAcusip40412C101)	8.7K	QoQ -5.25% (-485) YoY NEW(+8.7K)	All Managers (Combined)	$3.0M	QoQ +9.07% (-$251.5K) YoY NEW(+$3.0M)
(cusip92189F528)✕	175.9K	QoQ -5.23% (-9.7K) YoY -25.64% (-60.7K)	All Managers (Combined)	$3.0M	QoQ -4.98% (-$158.3K) YoY -25.14% (-$1.0M)
(cusip33738D101)✕	75.7K	QoQ +3.32% (+2.4K) YoY NEW(+75.7K)	All Managers (Combined)	$2.8M	QoQ +8.65% (+$226.2K) YoY NEW(+$2.8M)
GILEAD SCIENCES, INC.(GILDcusip375558103)	25.3K	QoQ -5.59% (-1.5K) YoY -52.25% (-27.7K)	All Managers (Combined)	$2.8M	QoQ +14.51% (-$359.3K) YoY -26.96% (-$1.0M)
American Water Works Company, Inc.(AWKcusip030420103)	19.2K	QoQ -5.17% (-1.0K) YoY -34.13% (-9.9K)	All Managers (Combined)	$2.8M	QoQ +12.36% (-$311.5K) YoY -20.49% (-$729.9K)
COCA COLA CO(KOcusip191216100)	39.4K	QoQ -2.73% (-1.1K) YoY +71.52% (+16.4K)	All Managers (Combined)	$2.8M	QoQ +11.88% (-$300.0K) YoY +100.79% (+$1.4M)
(cusip464288703)✕	46.7K	QoQ +0.07% (-36) YoY -6.31% (-3.1K)	All Managers (Combined)	$2.8M	QoQ -6.40% (-$189.7K) YoY -9.22% (-$281.3K)
NASDAQ, INC.(NDAQcusip631103108)	36.5K	QoQ -9.24% (-3.7K) YoY NEW(+36.5K)	All Managers (Combined)	$2.8M	QoQ -10.94% (-$340.1K) YoY NEW(+$2.8M)
S&P Global Inc.(SPGIcusip78409V104)	5.4K	QoQ -6.91% (-400) YoY NEW(+5.4K)	All Managers (Combined)	$2.7M	QoQ -5.03% (-$145.0K) YoY NEW(+$2.7M)
UNILEVER PLC(ULcusip904767704)	45.8K	QoQ -5.20% (-2.5K) YoY -38.99% (-29.3K)	All Managers (Combined)	$2.7M	QoQ -0.43% (-$12.0K) YoY -27.62% (-$1.0M)
(cusip81369Y308)✕	32.5K	QoQ -10.07% (-3.6K) YoY +455.57% (+26.7K)	All Managers (Combined)	$2.7M	QoQ -6.57% (-$186.9K) YoY +494.21% (+$2.2M)
Air Products & Chemicals, Inc.(APDcusip009158106)	9.0K	QoQ -4.35% (-409) YoY -39.71% (-5.9K)	All Managers (Combined)	$2.7M	QoQ -2.74% (-$74.7K) YoY -26.61% (-$962.0K)
(VOEcusip922908512)	16.3K	QoQ -8.22% (-1.5K) YoY NEW(+16.3K)	All Managers (Combined)	$2.6M	QoQ -8.92% (-$255.8K) YoY NEW(+$2.6M)
(cusip46138E354)✕	34.3K	QoQ +1.19% (+405) YoY NEW(+34.3K)	All Managers (Combined)	$2.6M	QoQ +8.01% (+$190.1K) YoY NEW(+$2.6M)
VALERO ENERGY CORP/TX(VLOcusip91913Y100)	19.3K	QoQ -3.80% (-764) YoY NEW(+19.3K)	All Managers (Combined)	$2.6M	QoQ +3.63% (-$89.7K) YoY NEW(+$2.6M)
PayPal Holdings, Inc.(PYPLcusip70450Y103)	39.1K	QoQ +0.04% (-19) YoY +1.06% (-413)	All Managers (Combined)	$2.6M	QoQ -23.51% (-$784.8K) YoY -1.55% (-$40.4K)
(cusip78464A201)✕	30.6K	QoQ -0.04% (-13) YoY -6.59% (-2.2K)	All Managers (Combined)	$2.5M	QoQ -8.17% (-$226.0K) YoY -11.12% (-$317.8K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	60.6K	QoQ -18.71% (-14.0K) YoY +0.61% (+372)	All Managers (Combined)	$2.5M	QoQ -22.81% (-$748.1K) YoY +10.72% (+$245.2K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	13.9K	QoQ -3.85% (-557) YoY -34.76% (-7.4K)	All Managers (Combined)	$2.5M	QoQ -7.85% (-$213.0K) YoY -32.70% (-$1.2M)