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:
Search and click to pin securities to the top
Page 8 of 23
46137V217
Shares:45.7K
Value:$2.0M
% of Portfolio:0.2% ($2.0M/$1.3B)
81369Y506
Shares:21.2K
Value:$2.0M
% of Portfolio:0.2% ($2.0M/$1.3B)
33733E104
Shares:20.6K
Value:$1.9M
% of Portfolio:0.1% ($1.9M/$1.3B)
464287176
Shares:16.6K
Value:$1.8M
% of Portfolio:0.1% ($1.8M/$1.3B)
33738D309
Shares:39.3K
Value:$1.8M
% of Portfolio:0.1% ($1.8M/$1.3B)
78468R663
Shares:19.4K
Value:$1.8M
% of Portfolio:0.1% ($1.8M/$1.3B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip46137V217)✕ | 45.7K | QoQ -0.17% (-78) | All Managers (Combined) | $2.0M | 0.2% ($2.0M/$1.3B) | |
Sony Group Corp(SONYcusip835699307) | 78.7K | All Managers (Combined) | $2.0M | 0.2% ($2.0M/$1.3B) | ||
(cusip81369Y506)✕ | 21.2K | All Managers (Combined) | $2.0M | 0.2% ($2.0M/$1.3B) | ||
| 35.5K | All Managers (Combined) | $2.0M | 0.2% ($2.0M/$1.3B) | |||
CHEVRON CORP(CVXcusip166764100) | 11.6K | All Managers (Combined) | $1.9M | 0.2% ($1.9M/$1.3B) | ||
REALTY INCOME CORP(Ocusip756109104) | 33.5K | All Managers (Combined) | $1.9M | 0.2% ($1.9M/$1.3B) | ||
| 32.5K | All Managers (Combined) | $1.9M | 0.2% ($1.9M/$1.3B) | |||
Duke Energy CORP(DUKcusip26441C204) | 15.7K | All Managers (Combined) | $1.9M | 0.1% ($1.9M/$1.3B) | ||
SYNOPSYS INC(SNPScusip871607107) | 4.4K | All Managers (Combined) | $1.9M | 0.1% ($1.9M/$1.3B) | ||
Walt Disney Co(DIScusip254687106) | 19.0K | All Managers (Combined) | $1.9M | 0.1% ($1.9M/$1.3B) | ||
(cusip33733E104)✕ | 20.6K | YoY NEW(+20.6K) | All Managers (Combined) | $1.9M | 0.1% ($1.9M/$1.3B) | YoY NEW(+$1.9M) |
| 16.9K | All Managers (Combined) | $1.8M | 0.1% ($1.8M/$1.3B) | |||
(cusip464287176)✕ | 16.6K | All Managers (Combined) | $1.8M | 0.1% ($1.8M/$1.3B) | ||
| 26.9K | QoQ -2.11% (-580)YoY NEW(+26.9K) | All Managers (Combined) | $1.8M | 0.1% ($1.8M/$1.3B) | YoY NEW(+$1.8M) | |
| 27.6K | All Managers (Combined) | $1.8M | 0.1% ($1.8M/$1.3B) | |||
NETFLIX INC(NFLXcusip64110L106) | 1.9K | QoQ -4.50% (-91) | All Managers (Combined) | $1.8M | 0.1% ($1.8M/$1.3B) | |
| 24.5K | All Managers (Combined) | $1.8M | 0.1% ($1.8M/$1.3B) | |||
Medtronic plc(MDTcusipG5960L103) | 20.0K | All Managers (Combined) | $1.8M | 0.1% ($1.8M/$1.3B) | ||
(cusip33738D309)✕ | 39.3K | YoY NEW(+39.3K) | All Managers (Combined) | $1.8M | 0.1% ($1.8M/$1.3B) | YoY NEW(+$1.8M) |
(cusip78468R663)✕ | 19.4K | YoY NEW(+19.4K) | All Managers (Combined) | $1.8M | 0.1% ($1.8M/$1.3B) | YoY NEW(+$1.8M) |