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 9 of 23

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METLIFE INC

MET|59156R108

Shares:22.0K

Value:$1.8M

CINCINNATI FINANCIAL CORP

CINF|172062101

Shares:11.9K

Value:$1.8M

464287465

EFA|464287465

Shares:21.1K

Value:$1.7M

Trane Technologies plc

TT|G8994E103

Shares:5.1K

Value:$1.7M

ABBOTT LABORATORIES

ABT|002824100

Shares:12.9K

Value:$1.7M

Blackstone Inc.

BX|09260D107

Shares:12.0K

Value:$1.7M

ADOBE INC.

ADBE|00724F101

Shares:4.3K

Value:$1.6M

AMGEN INC

AMGN|031162100

Shares:5.2K

Value:$1.6M

BP PLC

BP|055622104

Shares:47.3K

Value:$1.6M

ENTERGY CORP /DE/

ETR|29364G103

Shares:18.5K

Value:$1.6M

46137V738

Shares:26.5K

Value:$1.6M

33734X143

Shares:14.7K

Value:$1.5M

FIFTH THIRD BANCORP

FITB|316773100

Shares:38.6K

Value:$1.5M

78468R622

Shares:15.7K

Value:$1.5M

922908744

VTV|922908744

Shares:8.5K

Value:$1.5M

Salesforce, Inc.

CRM|79466L302

Shares:5.4K

Value:$1.5M

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:3.0K

Value:$1.5M

Accenture plc

ACN|G1151C101

Shares:4.6K

Value:$1.4M

69374H857

Shares:38.0K

Value:$1.4M

LOCKHEED MARTIN CORP

LMT|539830109

Shares:3.1K

Value:$1.4M

Instrument	Shares		Other Manager	Value
METLIFE INC(METcusip59156R108)	22.0K	QoQ -3.23% (-735) YoY +164.90% (+13.7K)	All Managers (Combined)	$1.8M	QoQ -5.10% (-$95.2K) YoY +186.98% (+$1.2M)
CINCINNATI FINANCIAL CORP(CINFcusip172062101)	11.9K	QoQ -2.46% (-300) YoY NEW(+11.9K)	All Managers (Combined)	$1.8M	QoQ +0.26% (-$4.7K) YoY NEW(+$1.8M)
(EFAcusip464287465)	21.1K	QoQ +38.43% (+5.9K) YoY +25.75% (+4.3K)	All Managers (Combined)	$1.7M	QoQ +49.63% (+$571.8K) YoY +28.69% (+$384.3K)
Trane Technologies plc(TTcusipG8994E103)	5.1K	QoQ -15.45% (-933) YoY +612.70% (+4.4K)	All Managers (Combined)	$1.7M	QoQ -22.88% (-$510.1K) YoY +699.88% (+$1.5M)
ABBOTT LABORATORIES(ABTcusip002824100)	12.9K	QoQ +3.68% (+459) YoY +40.41% (+3.7K)	All Managers (Combined)	$1.7M	QoQ +21.60% (+$304.1K) YoY +63.87% (+$667.3K)
Blackstone Inc.(BXcusip09260D107)	12.0K	QoQ -4.31% (-543) YoY +45.60% (+3.8K)	All Managers (Combined)	$1.7M	QoQ -22.43% (-$486.4K) YoY +54.92% (+$596.3K)
ADOBE INC.(ADBEcusip00724F101)	4.3K	QoQ -32.80% (-2.1K) YoY +288.59% (+3.2K)	All Managers (Combined)	$1.6M	QoQ -42.04% (-$1.2M) YoY +195.36% (+$1.1M)
AMGEN INC(AMGNcusip031162100)	5.2K	QoQ +0.90% (+47) YoY -12.75% (-767)	All Managers (Combined)	$1.6M	QoQ +20.60% (+$279.2K) YoY -4.40% (-$75.3K)
BP PLC(BPcusip055622104)	47.3K	QoQ -2.13% (-1.0K) YoY +214.88% (+32.3K)	All Managers (Combined)	$1.6M	QoQ +11.86% (-$169.4K) YoY +182.38% (+$1.0M)
ENTERGY CORP /DE/(ETRcusip29364G103)	18.5K	QoQ -1.23% (-231) YoY NEW(+18.5K)	All Managers (Combined)	$1.6M	QoQ +11.36% (-$161.7K) YoY NEW(+$1.6M)
(cusip46137V738)✕	26.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.6M	QoQ +4.63% (+$69.8K) YoY +4.99% (+$75.0K)
(cusip33734X143)✕	14.7K	QoQ -0.22% (-33) YoY NEW(+14.7K)	All Managers (Combined)	$1.5M	QoQ -0.72% (-$11.2K) YoY NEW(+$1.5M)
FIFTH THIRD BANCORP(FITBcusip316773100)	38.6K	QoQ -2.75% (-1.1K) YoY +290.59% (+28.7K)	All Managers (Combined)	$1.5M	QoQ -9.84% (-$165.3K) YoY +311.49% (+$1.1M)
(cusip78468R622)✕	15.7K	QoQ -3.61% (-587) YoY -42.35% (-11.5K)	All Managers (Combined)	$1.5M	QoQ -3.79% (-$58.8K) YoY -42.29% (-$1.1M)
(VTVcusip922908744)	8.5K	QoQ -0.79% (-68) YoY +3.71% (+305)	All Managers (Combined)	$1.5M	QoQ +1.21% (-$17.7K) YoY +9.99% (+$133.8K)
Salesforce, Inc.(CRMcusip79466L302)	5.4K	QoQ +2.45% (-130) YoY +171.83% (+3.4K)	All Managers (Combined)	$1.5M	QoQ -17.76% (-$315.0K) YoY +142.21% (+$856.2K)
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	3.0K	QoQ +2.91% (+85) YoY NEW(+3.0K)	All Managers (Combined)	$1.5M	QoQ +23.89% (+$280.9K) YoY NEW(+$1.5M)
Accenture plc(ACNcusipG1151C101)	4.6K	QoQ -21.93% (-1.3K) YoY -25.07% (-1.5K)	All Managers (Combined)	$1.4M	QoQ -30.75% (-$636.3K) YoY -32.55% (-$691.5K)
(cusip69374H857)✕	38.0K	QoQ -60.86% (-59.1K) YoY NEW(+38.0K)	All Managers (Combined)	$1.4M	QoQ -66.65% (-$2.9M) YoY NEW(+$1.4M)
LOCKHEED MARTIN CORP(LMTcusip539830109)	3.1K	QoQ -0.25% (-8) YoY +87.54% (+1.5K)	All Managers (Combined)	$1.4M	QoQ -8.31% (-$127.5K) YoY +84.18% (+$642.5K)