Prosperity-Financial-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "MPWR",
  "ACN",
  "ABT",
  "ABBV",
  "ADBE",
  null,
  "GOOGL",
  "CAT",
  "AVGO",
  null,
  null,
  null,
  null,
  null,
  null,
  "DBEF",
  "DUK",
  null,
  null,
  "QS",
  null,
  null,
  null,
  null,
  "HD",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
  null,
  null,
  null,
  null,
  "ISRG",
  null,
  null,
  "HUBS",
  "HTCR",
  null,
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "LRCX",
  null,
  "SLS",
  "MMC",
  "PWR",
  "MA",
  "MSFT",
  null,
  "EQIX",
  null,
  "KLAC",
  null,
  null,
  null,
  null,
  "IWF",
  "PEP",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  null,
  "MPW",
  "IOT",
  "SPGI",
  "NOW",
  "SHOP",
  "SPDW",
  "GLD",
  null,
  "RSG",
  "SPLG",
  "IBM",
  "TDG",
  "UBER",
  "RCL",
  null,
  "IWV",
  null,
  null,
  "TOST",
  "TXT",
  null,
  "GAIN",
  null,
  null,
  null,
  "MGC",
  "AEE",
  "AMD",
  "WM",
  null,
  "GSLC",
  "AEP",
  null,
  "RACE",
  "AMZN",
  "NIO",
  "TTWO",
  "CMS",
  null,
  "VUG",
  "VTV",
  "V",
  "WMT",
  "WELL",
  "WDAY",
  null,
  "ET",
  "MGM",
  null,
  "SO",
  "CRM",
  null,
  null,
  "DGRO",
  null,
  null,
  null,
  "ADP",
  "BRK-B",
  "CVX",
  "CSCO",
  "CLSK",
  "KO",
  "COST",
  "DE",
  "DPZ",
  "QQQ",
  "IWM",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PH",
  "MLM",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 161
Total Value: 195940421
Accession Number: 0001172661-25-002250
Form Type: 13F-HR
CIK: prosperity-financial-group
Manager Name: Prosperity-Financial-Group

Data Enrichment

61% identified

98 identified63 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

161 positions • $195.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:5.9K

Value:$1.4M

% of Portfolio:0.7% ($1.4M/$195.9M)

ROYAL CARIBBEAN CRUISES LTD

RCL|V7780T103

Shares:6.9K

Value:$1.4M

% of Portfolio:0.7% ($1.4M/$195.9M)

33733E104

Shares:15.3K

Value:$1.4M

% of Portfolio:0.7% ($1.4M/$195.9M)

Uber Technologies, Inc

UBER|90353T100

Shares:18.7K

Value:$1.4M

% of Portfolio:0.7% ($1.4M/$195.9M)

025072380

Shares:25.1K

Value:$1.3M

% of Portfolio:0.7% ($1.3M/$195.9M)

33734X192

Shares:12.3K

Value:$1.3M

% of Portfolio:0.6% ($1.3M/$195.9M)

381430503

GSLC|381430503

Shares:10.7K

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$195.9M)

37954Y236

Shares:68.9K

Value:$1.1M

% of Portfolio:0.6% ($1.1M/$195.9M)

78464A854

SPLG|78464A854

Shares:16.4K

Value:$1.1M

% of Portfolio:0.6% ($1.1M/$195.9M)

45409B560

Shares:39.0K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$195.9M)

37960A529

Shares:23.0K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$195.9M)

025072810

Shares:11.5K

Value:$1.0M

% of Portfolio:0.5% ($1.0M/$195.9M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:1.9K

Value:$1.0M

% of Portfolio:0.5% ($1.0M/$195.9M)

19761L706

Shares:30.0K

Value:$995.2K

% of Portfolio:0.5% ($995.2K/$195.9M)

AbbVie Inc.

ABBV|00287Y109

Shares:4.6K

Value:$971.0K

% of Portfolio:0.5% ($971.0K/$195.9M)

Ferrari N.V.

RACE|N3167Y103

Shares:2.2K

Value:$959.7K

% of Portfolio:0.5% ($959.7K/$195.9M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.8K

Value:$948.0K

% of Portfolio:0.5% ($948.0K/$195.9M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:5.5K

Value:$915.4K

% of Portfolio:0.5% ($915.4K/$195.9M)

REPUBLIC SERVICES, INC.

RSG|760759100

Shares:3.7K

Value:$906.3K

% of Portfolio:0.5% ($906.3K/$195.9M)

31423L701

Shares:31.6K

Value:$874.2K

% of Portfolio:0.4% ($874.2K/$195.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	5.9K	QoQ +1.70% (+98) YoY +2.62% (+150)	All Managers (Combined)	$1.4M	0.7% ($1.4M/$195.9M)	QoQ +16.83% (+$205.9K) YoY +21.58% (+$253.7K)
ROYAL CARIBBEAN CRUISES LTD(RCLcusipV7780T103)	6.9K	QoQ +0.58% (-40) YoY +45.59% (+2.2K)	All Managers (Combined)	$1.4M	0.7% ($1.4M/$195.9M)	QoQ -10.42% (-$165.1K) YoY +115.16% (+$759.2K)
(cusip33733E104)✕	15.3K	QoQ +25.16% (+3.1K) YoY NEW(+15.3K)	All Managers (Combined)	$1.4M	0.7% ($1.4M/$195.9M)	QoQ +27.75% (+$298.0K) YoY NEW(+$1.4M)
Uber Technologies, Inc(UBERcusip90353T100)	18.7K	QoQ NEW(+18.7K) YoY NEW(+18.7K)	All Managers (Combined)	$1.4M	0.7% ($1.4M/$195.9M)	QoQ NEW(+$1.4M) YoY NEW(+$1.4M)
(cusip025072380)✕	25.1K	QoQ -3.41% (-887) YoY +0.55% (+139)	All Managers (Combined)	$1.3M	0.7% ($1.3M/$195.9M)	QoQ -14.78% (-$221.9K) YoY +0.34% (+$4.4K)
(cusip33734X192)✕	12.3K	QoQ -41.31% (-8.7K) YoY -42.58% (-9.2K)	All Managers (Combined)	$1.3M	0.6% ($1.3M/$195.9M)	QoQ -49.63% (-$1.2M) YoY -38.59% (-$793.3K)
(GSLCcusip381430503)	10.7K	QoQ +39.63% (+3.0K) YoY +49.25% (+3.5K)	All Managers (Combined)	$1.2M	0.6% ($1.2M/$195.9M)	QoQ +33.45% (+$296.0K) YoY +58.30% (+$434.9K)
(cusip37954Y236)✕	68.9K	QoQ +5.25% (+3.4K) YoY NEW(+68.9K)	All Managers (Combined)	$1.1M	0.6% ($1.1M/$195.9M)	QoQ +3.40% (+$36.9K) YoY NEW(+$1.1M)
(SPLGcusip78464A854)	16.4K	QoQ +3.71% (-587) YoY +26.28% (+3.4K)	All Managers (Combined)	$1.1M	0.6% ($1.1M/$195.9M)	QoQ -1.07% (-$11.7K) YoY +34.97% (+$279.5K)
(cusip45409B560)✕	39.0K	QoQ +19.31% (+6.3K) YoY NEW(+39.0K)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$195.9M)	QoQ +26.00% (+$221.3K) YoY NEW(+$1.1M)
(cusip37960A529)✕	23.0K	QoQ +34.99% (+6.0K) YoY NEW(+23.0K)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$195.9M)	QoQ +67.97% (+$434.0K) YoY NEW(+$1.1M)
(cusip025072810)✕	11.5K	QoQ NEW(+11.5K) YoY NEW(+11.5K)	All Managers (Combined)	$1.0M	0.5% ($1.0M/$195.9M)	QoQ NEW(+$1.0M) YoY NEW(+$1.0M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	1.9K	QoQ +0.62% (+12) YoY -3.61% (-72)	All Managers (Combined)	$1.0M	0.5% ($1.0M/$195.9M)	QoQ +4.19% (+$40.5K) YoY +2.02% (-$19.9K)
(cusip19761L706)✕	30.0K	QoQ +62.07% (+11.5K) YoY NEW(+30.0K)	All Managers (Combined)	$995.2K	0.5% ($995.2K/$195.9M)	QoQ +55.47% (+$355.1K) YoY NEW(+$995.2K)
AbbVie Inc.(ABBVcusip00287Y109)	4.6K	QoQ +0.58% (+27) YoY -7.52% (-377)	All Managers (Combined)	$971.0K	0.5% ($971.0K/$195.9M)	QoQ +18.59% (+$152.3K) YoY +6.38% (-$58.3K)
Ferrari N.V.(RACEcusipN3167Y103)	2.2K	QoQ -1.66% (-38) YoY +44.15% (+687)	All Managers (Combined)	$959.7K	0.5% ($959.7K/$195.9M)	QoQ -0.96% (-$9.3K) YoY +41.48% (+$281.4K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.8K	QoQ +1.19% (+21) YoY +4.21% (+72)	All Managers (Combined)	$948.0K	0.5% ($948.0K/$195.9M)	QoQ +18.89% (+$150.7K) YoY +31.98% (+$229.7K)
JOHNSON & JOHNSON(JNJcusip478160104)	5.5K	QoQ +15.05% (+722) YoY +35.10% (+1.4K)	All Managers (Combined)	$915.4K	0.5% ($915.4K/$195.9M)	QoQ +31.94% (+$221.6K) YoY +41.64% (+$269.1K)
REPUBLIC SERVICES, INC.(RSGcusip760759100)	3.7K	QoQ -3.75% (-146) YoY +27.97% (+818)	All Managers (Combined)	$906.3K	0.5% ($906.3K/$195.9M)	QoQ +15.85% (-$124.0K) YoY +61.87% (+$346.4K)
(cusip31423L701)✕	31.6K	QoQ +25.49% (+6.4K) YoY NEW(+31.6K)	All Managers (Combined)	$874.2K	0.4% ($874.2K/$195.9M)	QoQ +27.95% (+$191.0K) YoY NEW(+$874.2K)