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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Prosperity-Consulting-Group
Data Enrichment
74% identified340 identified119 unidentified
Holdings
459 positions • $1.3B total value
Manager:
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Page 6 of 23
72201R866
Shares:59.0K
Value:$3.0M
% of Portfolio:0.2% ($3.0M/$1.3B)
92189F528
Shares:175.9K
Value:$3.0M
% of Portfolio:0.2% ($3.0M/$1.3B)
33738D101
Shares:75.7K
Value:$2.8M
% of Portfolio:0.2% ($2.8M/$1.3B)
Shares:19.2K
Value:$2.8M
% of Portfolio:0.2% ($2.8M/$1.3B)
464288703
Shares:46.7K
Value:$2.8M
% of Portfolio:0.2% ($2.8M/$1.3B)
81369Y308
Shares:32.5K
Value:$2.7M
% of Portfolio:0.2% ($2.7M/$1.3B)
46138E354
Shares:34.3K
Value:$2.6M
% of Portfolio:0.2% ($2.6M/$1.3B)
78464A201
Shares:30.6K
Value:$2.5M
% of Portfolio:0.2% ($2.5M/$1.3B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip72201R866)✕ | 59.0K | All Managers (Combined) | $3.0M | 0.2% ($3.0M/$1.3B) | ||
| 8.7K | QoQ -5.25% (-485)YoY NEW(+8.7K) | All Managers (Combined) | $3.0M | 0.2% ($3.0M/$1.3B) | YoY NEW(+$3.0M) | |
(cusip92189F528)✕ | 175.9K | All Managers (Combined) | $3.0M | 0.2% ($3.0M/$1.3B) | ||
(cusip33738D101)✕ | 75.7K | YoY NEW(+75.7K) | All Managers (Combined) | $2.8M | 0.2% ($2.8M/$1.3B) | YoY NEW(+$2.8M) |
| 25.3K | All Managers (Combined) | $2.8M | 0.2% ($2.8M/$1.3B) | |||
| 19.2K | All Managers (Combined) | $2.8M | 0.2% ($2.8M/$1.3B) | |||
COCA COLA CO(KOcusip191216100) | 39.4K | All Managers (Combined) | $2.8M | 0.2% ($2.8M/$1.3B) | ||
(cusip464288703)✕ | 46.7K | QoQ +0.07% (-36) | All Managers (Combined) | $2.8M | 0.2% ($2.8M/$1.3B) | |
NASDAQ, INC.(NDAQcusip631103108) | 36.5K | YoY NEW(+36.5K) | All Managers (Combined) | $2.8M | 0.2% ($2.8M/$1.3B) | YoY NEW(+$2.8M) |
S&P Global Inc.(SPGIcusip78409V104) | 5.4K | QoQ -6.91% (-400)YoY NEW(+5.4K) | All Managers (Combined) | $2.7M | 0.2% ($2.7M/$1.3B) | YoY NEW(+$2.7M) |
UNILEVER PLC(ULcusip904767704) | 45.8K | All Managers (Combined) | $2.7M | 0.2% ($2.7M/$1.3B) | ||
(cusip81369Y308)✕ | 32.5K | All Managers (Combined) | $2.7M | 0.2% ($2.7M/$1.3B) | ||
| 9.0K | All Managers (Combined) | $2.7M | 0.2% ($2.7M/$1.3B) | |||
| 16.3K | YoY NEW(+16.3K) | All Managers (Combined) | $2.6M | 0.2% ($2.6M/$1.3B) | YoY NEW(+$2.6M) | |
(cusip46138E354)✕ | 34.3K | QoQ +1.19% (+405)YoY NEW(+34.3K) | All Managers (Combined) | $2.6M | 0.2% ($2.6M/$1.3B) | YoY NEW(+$2.6M) |
| 19.3K | QoQ -3.80% (-764)YoY NEW(+19.3K) | All Managers (Combined) | $2.6M | 0.2% ($2.6M/$1.3B) | YoY NEW(+$2.6M) | |
| 39.1K | QoQ +0.04% (-19)YoY +1.06% (-413) | All Managers (Combined) | $2.6M | 0.2% ($2.6M/$1.3B) | ||
(cusip78464A201)✕ | 30.6K | QoQ -0.04% (-13) | All Managers (Combined) | $2.5M | 0.2% ($2.5M/$1.3B) | |
| 60.6K | All Managers (Combined) | $2.5M | 0.2% ($2.5M/$1.3B) | |||
| 13.9K | All Managers (Combined) | $2.5M | 0.2% ($2.5M/$1.3B) |