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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Prosperity-Financial-Group
Data Enrichment
61% identified98 identified63 unidentified
Holdings
161 positions • $195.9M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
QuantumScape Corp(QScusip74767V109) | 2.0K | QoQ NEW(+2.0K) YoY NEW(+2.0K) | All Managers (Combined) | $8.3K | 0.0% ($8.3K/$195.9M) | QoQ NEW(+$8.3K) YoY NEW(+$8.3K) |