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 7 of 23

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Marathon Petroleum Corp

MPC|56585A102

Shares:16.7K

Value:$2.4M

AT&T INC.

T|00206R102

Shares:85.3K

Value:$2.4M

KIMBERLY CLARK CORP

KMB|494368103

Shares:16.9K

Value:$2.4M

464287523

Shares:12.8K

Value:$2.4M

ALTRIA GROUP, INC.

MO|02209S103

Shares:39.9K

Value:$2.4M

T-Mobile US, Inc.

TMUS|872590104

Shares:9.0K

Value:$2.4M

MCCORMICK & CO INC

MKC|579780206

Shares:28.9K

Value:$2.4M

British American Tobacco p.l.c.

BTI|110448107

Shares:57.0K

Value:$2.4M

922908751

VB|922908751

Shares:10.6K

Value:$2.4M

JOHNSON & JOHNSON

JNJ|478160104

Shares:14.1K

Value:$2.3M

025072604

AVEM|025072604

Shares:38.8K

Value:$2.3M

TJX COMPANIES INC /DE/

TJX|872540109

Shares:18.9K

Value:$2.3M

AMERICAN EXPRESS CO

AXP|025816109

Shares:8.4K

Value:$2.3M

97717W505

Shares:44.5K

Value:$2.2M

464288513

Shares:27.2K

Value:$2.1M

Tesla, Inc.

TSLA|88160R101

Shares:8.2K

Value:$2.1M

MID AMERICA APARTMENT COMMUNITIES INC.

MAA|59522J103

Shares:12.3K

Value:$2.1M

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:4.1K

Value:$2.0M

Parker-Hannifin Corp

PH|701094104

Shares:3.3K

Value:$2.0M

PEPSICO INC

PEP|713448108

Shares:13.5K

Value:$2.0M

Instrument	Shares		Other Manager	Value
Marathon Petroleum Corp(MPCcusip56585A102)	16.7K	QoQ -6.13% (-1.1K) YoY NEW(+16.7K)	All Managers (Combined)	$2.4M	QoQ -1.96% (-$48.7K) YoY NEW(+$2.4M)
AT&T INC.(Tcusip00206R102)	85.3K	QoQ +0.76% (+650) YoY +64.84% (+33.5K)	All Managers (Combined)	$2.4M	QoQ +25.15% (+$484.7K) YoY +164.87% (+$1.5M)
KIMBERLY CLARK CORP(KMBcusip494368103)	16.9K	QoQ -7.19% (-1.3K) YoY -43.75% (-13.2K)	All Managers (Combined)	$2.4M	QoQ +0.72% (-$17.3K) YoY -38.16% (-$1.5M)
(cusip464287523)✕	12.8K	QoQ -18.43% (-2.9K) YoY NEW(+12.8K)	All Managers (Combined)	$2.4M	QoQ -28.78% (-$969.8K) YoY NEW(+$2.4M)
ALTRIA GROUP, INC.(MOcusip02209S103)	39.9K	QoQ +0.12% (+50) YoY +124.34% (+22.1K)	All Managers (Combined)	$2.4M	QoQ +14.92% (+$311.0K) YoY +208.69% (+$1.6M)
T-Mobile US, Inc.(TMUScusip872590104)	9.0K	QoQ -2.39% (-220) YoY NEW(+9.0K)	All Managers (Combined)	$2.4M	QoQ +17.94% (-$363.6K) YoY NEW(+$2.4M)
MCCORMICK & CO INC(MKCcusip579780206)	28.9K	QoQ -4.83% (-1.5K) YoY -45.02% (-23.7K)	All Managers (Combined)	$2.4M	QoQ +2.74% (-$63.5K) YoY -41.08% (-$1.7M)
British American Tobacco p.l.c.(BTIcusip110448107)	57.0K	QoQ -2.46% (-1.4K) YoY -52.34% (-62.6K)	All Managers (Combined)	$2.4M	QoQ +11.09% (-$235.6K) YoY -35.36% (-$1.3M)
(VBcusip922908751)	10.6K	QoQ +24.96% (+2.1K) YoY +743.16% (+9.3K)	All Managers (Combined)	$2.4M	QoQ +15.32% (+$312.6K) YoY +718.07% (+$2.1M)
JOHNSON & JOHNSON(JNJcusip478160104)	14.1K	QoQ -8.79% (-1.4K) YoY +25.35% (+2.9K)	All Managers (Combined)	$2.3M	QoQ +4.58% (-$102.5K) YoY +31.42% (+$559.4K)
(AVEMcusip025072604)	38.8K	QoQ -3.13% (-1.3K) YoY -14.37% (-6.5K)	All Managers (Combined)	$2.3M	QoQ -0.86% (-$20.3K) YoY -11.11% (-$292.1K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	18.9K	QoQ -14.36% (-3.2K) YoY +294.01% (+14.1K)	All Managers (Combined)	$2.3M	QoQ -13.66% (-$364.3K) YoY +373.15% (+$1.8M)
AMERICAN EXPRESS CO(AXPcusip025816109)	8.4K	QoQ +0.10% (-9) YoY -18.80% (-1.9K)	All Managers (Combined)	$2.3M	QoQ -9.24% (-$229.8K) YoY -4.05% (-$95.4K)
(cusip97717W505)✕	44.5K	QoQ -2.18% (-995) YoY -11.81% (-6.0K)	All Managers (Combined)	$2.2M	QoQ -4.96% (-$115.3K) YoY -10.45% (-$257.6K)
(cusip464288513)✕	27.2K	QoQ -4.51% (-1.3K) YoY NEW(+27.2K)	All Managers (Combined)	$2.1M	QoQ -4.22% (-$94.8K) YoY NEW(+$2.1M)
Tesla, Inc.(TSLAcusip88160R101)	8.2K	QoQ -6.51% (-568) YoY +57.53% (+3.0K)	All Managers (Combined)	$2.1M	QoQ -40.00% (-$1.4M) YoY +132.24% (+$1.2M)
MID AMERICA APARTMENT COMMUNITIES INC.(MAAcusip59522J103)	12.3K	QoQ -7.63% (-1.0K) YoY NEW(+12.3K)	All Managers (Combined)	$2.1M	QoQ +0.13% (-$2.8K) YoY NEW(+$2.1M)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	4.1K	QoQ -31.29% (-1.9K) YoY NEW(+4.1K)	All Managers (Combined)	$2.0M	QoQ -34.28% (-$1.1M) YoY NEW(+$2.0M)
Parker-Hannifin Corp(PHcusip701094104)	3.3K	QoQ +4.31% (-138) YoY +142.41% (+2.0K)	All Managers (Combined)	$2.0M	QoQ -0.30% (-$6.3K) YoY +165.12% (+$1.3M)
PEPSICO INC(PEPcusip713448108)	13.5K	QoQ -0.70% (-95) YoY +118.54% (+7.3K)	All Managers (Combined)	$2.0M	QoQ -2.08% (-$43.1K) YoY +87.22% (+$941.0K)