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 8 of 23

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46137V217

Shares:45.7K

Value:$2.0M

Sony Group Corp

SONY|835699307

Shares:78.7K

Value:$2.0M

81369Y506

Shares:21.2K

Value:$2.0M

Sanofi

SNY|80105N105

Shares:35.5K

Value:$2.0M

CHEVRON CORP

CVX|166764100

Shares:11.6K

Value:$1.9M

REALTY INCOME CORP

O|756109104

Shares:33.5K

Value:$1.9M

WILLIAMS COMPANIES, INC.

WMB|969457100

Shares:32.5K

Value:$1.9M

Duke Energy CORP

DUK|26441C204

Shares:15.7K

Value:$1.9M

SYNOPSYS INC

SNPS|871607107

Shares:4.4K

Value:$1.9M

Walt Disney Co

DIS|254687106

Shares:19.0K

Value:$1.9M

33733E104

Shares:20.6K

Value:$1.9M

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:16.9K

Value:$1.8M

464287176

Shares:16.6K

Value:$1.8M

KROGER CO

KR|501044101

Shares:26.9K

Value:$1.8M

NATIONAL GRID PLC

NGG|636274409

Shares:27.6K

Value:$1.8M

NETFLIX INC

NFLX|64110L106

Shares:1.9K

Value:$1.8M

Shell plc

SHEL|780259305

Shares:24.5K

Value:$1.8M

Medtronic plc

MDT|G5960L103

Shares:20.0K

Value:$1.8M

33738D309

Shares:39.3K

Value:$1.8M

78468R663

Shares:19.4K

Value:$1.8M

Instrument	Shares		Other Manager	Value
(cusip46137V217)✕	45.7K	QoQ -0.17% (-78) YoY -6.59% (-3.2K)	All Managers (Combined)	$2.0M	QoQ -9.63% (-$213.5K) YoY -19.25% (-$477.6K)
Sony Group Corp(SONYcusip835699307)	78.7K	QoQ -10.81% (-9.5K) YoY +83.30% (-35.8K)	All Managers (Combined)	$2.0M	QoQ +7.01% (-$131.0K) YoY -45.71% (-$1.7M)
(cusip81369Y506)✕	21.2K	QoQ -10.96% (-2.6K) YoY +276.84% (+15.6K)	All Managers (Combined)	$2.0M	QoQ -2.87% (-$58.5K) YoY +273.02% (+$1.4M)
Sanofi(SNYcusip80105N105)	35.5K	QoQ -6.23% (-2.4K) YoY -53.90% (-41.5K)	All Managers (Combined)	$2.0M	QoQ +7.81% (-$142.9K) YoY -47.39% (-$1.8M)
CHEVRON CORP(CVXcusip166764100)	11.6K	QoQ -3.50% (-423) YoY +32.92% (+2.9K)	All Managers (Combined)	$1.9M	QoQ +11.45% (-$200.2K) YoY +40.98% (+$566.3K)
REALTY INCOME CORP(Ocusip756109104)	33.5K	QoQ -7.87% (-2.9K) YoY -45.49% (-28.0K)	All Managers (Combined)	$1.9M	QoQ +0.05% (-$1.0K) YoY -41.55% (-$1.4M)
WILLIAMS COMPANIES, INC.(WMBcusip969457100)	32.5K	QoQ +24.01% (+6.3K) YoY +410.56% (+26.1K)	All Managers (Combined)	$1.9M	QoQ +36.93% (+$523.6K) YoY +682.93% (+$1.7M)
Duke Energy CORP(DUKcusip26441C204)	15.7K	QoQ -4.20% (-691) YoY +505.23% (+13.1K)	All Managers (Combined)	$1.9M	QoQ +8.44% (-$149.3K) YoY +663.29% (+$1.7M)
SYNOPSYS INC(SNPScusip871607107)	4.4K	QoQ -2.30% (-104) YoY +457.90% (+3.6K)	All Managers (Combined)	$1.9M	QoQ -13.67% (-$299.9K) YoY +318.64% (+$1.4M)
Walt Disney Co(DIScusip254687106)	19.0K	QoQ -3.34% (-658) YoY +109.27% (+9.9K)	All Managers (Combined)	$1.9M	QoQ -14.32% (-$313.6K) YoY +68.80% (+$764.2K)
(cusip33733E104)✕	20.6K	QoQ -5.79% (-1.3K) YoY NEW(+20.6K)	All Managers (Combined)	$1.9M	QoQ -3.83% (-$73.9K) YoY NEW(+$1.9M)
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	16.9K	QoQ -2.85% (-497) YoY +453.92% (+13.9K)	All Managers (Combined)	$1.8M	QoQ +15.09% (-$242.4K) YoY +603.00% (+$1.6M)
(cusip464287176)✕	16.6K	QoQ +72.49% (+7.0K) YoY +2.77% (+448)	All Managers (Combined)	$1.8M	QoQ +79.84% (+$818.3K) YoY +6.29% (+$109.2K)
KROGER CO(KRcusip501044101)	26.9K	QoQ -2.11% (-580) YoY NEW(+26.9K)	All Managers (Combined)	$1.8M	QoQ +8.35% (-$140.4K) YoY NEW(+$1.8M)
NATIONAL GRID PLC(NGGcusip636274409)	27.6K	QoQ -5.02% (-1.5K) YoY -49.36% (-26.9K)	All Managers (Combined)	$1.8M	QoQ +4.86% (-$83.9K) YoY -51.30% (-$1.9M)
NETFLIX INC(NFLXcusip64110L106)	1.9K	QoQ -4.50% (-91) YoY +32.64% (+475)	All Managers (Combined)	$1.8M	QoQ -0.08% (-$1.6K) YoY +103.67% (+$916.1K)
Shell plc(SHELcusip780259305)	24.5K	QoQ -4.11% (-1.1K) YoY -28.25% (-9.7K)	All Managers (Combined)	$1.8M	QoQ +12.15% (-$194.9K) YoY -21.57% (-$494.7K)
Medtronic plc(MDTcusipG5960L103)	20.0K	QoQ +1.30% (+257) YoY -58.34% (-28.0K)	All Managers (Combined)	$1.8M	QoQ +13.95% (+$220.1K) YoY -57.04% (-$2.4M)
(cusip33738D309)✕	39.3K	QoQ -7.52% (-3.2K) YoY NEW(+39.3K)	All Managers (Combined)	$1.8M	QoQ -8.70% (-$171.1K) YoY NEW(+$1.8M)
(cusip78468R663)✕	19.4K	QoQ -23.67% (-6.0K) YoY NEW(+19.4K)	All Managers (Combined)	$1.8M	QoQ -23.42% (-$544.9K) YoY NEW(+$1.8M)