Prosperity Consulting Group, LLC

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0001910398

Type: FundHoldings: 459Value: $1.3BLatest: 2025Q1

Prosperity Consulting Group, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 459 holdings worth $1.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "NWE",
  "ARES",
  null,
  null,
  "RF",
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  "SMCI",
  null,
  null,
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  null,
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  "AXP",
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  "T",
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  "AVGO",
  "LOW",
  null,
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  "BOH",
  "BSX",
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  null,
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  "DUK",
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  null,
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  null,
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  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,
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  null,
  "IJH",
  null,
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  null,
  null,
  "SGC",
  null,
  null,
  null,
  null,
  "KMI",
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  "LAZ",
  "IWS",
  "LIN",
  "EXG",
  "MPC",
  "MMC",
  null,
  "PWR",
  "MA",
  "MDT",
  "MSFT",
  "MAA",
  "MDLZ",
  "MS",
  "TMUS",
  "NDAQ",
  "EQIX",
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  "EPR",
  "EXC",
  "EPM",
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  "NI",
  "OXY",
  null,
  null,
  null,
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  "HSY",
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  "IJR",
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  "ANET",
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  "KLAC",
  "IWD",
  "KR",
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  "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",
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  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",
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  "EW",
  "TT",
  "ATO",
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  "AMD",
  "SONY",
  "SDY",
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  "IP",
  "F",
  "WEC",
  "AJG",
  "WM",
  "FTNT",
  "IWP",
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  null,
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  null,
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  null,
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  null,
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  null,
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  "VLO",
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  null,
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  "V",
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  "WEN",
  null,
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  "WHR",
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  null,
  null,
  null,
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  null,
  null,
  null,
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  "DTE",
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  "FNF",
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  "SCHD",
  "ET",
  "DVY",
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  "SCHA",
  "NSC",
  null,
  "JCI",
  "NXPI",
  "SO",
  null,
  "TTD",
  "SON",
  "PSX",
  "CRM",
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  null,
  null,
  null,
  "LYB",
  null,
  null,
  "GEV",
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  "DGRO",
  "MCK",
  null,
  null,
  null,
  "AME",
  "KMB",
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  "BRK-B",
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  null,
  "BMY",
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  "C",
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  "CPRT",
  "ED",
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  "DHR",
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  "NEE",
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  "QQQ",
  "IWM",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  null,
  "AWK",
  "MO",
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  "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 • $1.3B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 23

Sort by:

464287200

IVV|464287200

Shares:132.6K

Value:$74.5M

% of Portfolio:5.8% ($74.5M/$1.3B)

Apple Inc.

AAPL|037833100

Shares:262.9K

Value:$58.4M

% of Portfolio:4.5% ($58.4M/$1.3B)

46641Q332

Shares:764.0K

Value:$43.7M

% of Portfolio:3.4% ($43.7M/$1.3B)

464287226

Shares:397.8K

Value:$39.3M

% of Portfolio:3.0% ($39.3M/$1.3B)

808524797

SCHD|808524797

Shares:1.2M

Value:$33.2M

% of Portfolio:2.6% ($33.2M/$1.3B)

81369Y803

XLK|81369Y803

Shares:136.3K

Value:$28.1M

% of Portfolio:2.2% ($28.1M/$1.3B)

MICROSOFT CORP

MSFT|594918104

Shares:68.2K

Value:$25.6M

% of Portfolio:2.0% ($25.6M/$1.3B)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:45.4K

Value:$25.4M

% of Portfolio:2.0% ($25.4M/$1.3B)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:38.7K

Value:$20.6M

% of Portfolio:1.6% ($20.6M/$1.3B)

46138G649

Shares:103.3K

Value:$19.9M

% of Portfolio:1.5% ($19.9M/$1.3B)

AMAZON COM INC

AMZN|023135106

Shares:84.4K

Value:$16.1M

% of Portfolio:1.2% ($16.1M/$1.3B)

464287309

IVW|464287309

Shares:164.6K

Value:$15.3M

% of Portfolio:1.2% ($15.3M/$1.3B)

78464A763

SDY|78464A763

Shares:110.0K

Value:$14.9M

% of Portfolio:1.2% ($14.9M/$1.3B)

464288638

Shares:279.9K

Value:$14.7M

% of Portfolio:1.1% ($14.7M/$1.3B)

NVIDIA CORP

NVDA|67066G104

Shares:130.1K

Value:$14.1M

% of Portfolio:1.1% ($14.1M/$1.3B)

81369Y407

Shares:70.4K

Value:$13.9M

% of Portfolio:1.1% ($13.9M/$1.3B)

81369Y209

Shares:94.7K

Value:$13.8M

% of Portfolio:1.1% ($13.8M/$1.3B)

46641Q837

Shares:272.0K

Value:$13.8M

% of Portfolio:1.1% ($13.8M/$1.3B)

81369Y852

Shares:137.0K

Value:$13.2M

% of Portfolio:1.0% ($13.2M/$1.3B)

81369Y605

Shares:249.1K

Value:$12.4M

% of Portfolio:1.0% ($12.4M/$1.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IVVcusip464287200)	132.6K	QoQ +1.55% (-2.0K) YoY +28.81% (+29.7K)	All Managers (Combined)	$74.5M	5.8% ($74.5M/$1.3B)	QoQ -3.06% (-$2.4M) YoY +37.67% (+$20.4M)
Apple Inc.(AAPLcusip037833100)	262.9K	QoQ -1.62% (-4.4K) YoY +134.78% (+150.9K)	All Managers (Combined)	$58.4M	4.5% ($58.4M/$1.3B)	QoQ -12.74% (-$8.5M) YoY +204.14% (+$39.2M)
(cusip46641Q332)✕	764.0K	QoQ +7.58% (+53.9K) YoY +78.15% (+335.2K)	All Managers (Combined)	$43.7M	3.4% ($43.7M/$1.3B)	QoQ +6.85% (+$2.8M) YoY +75.94% (+$18.8M)
(cusip464287226)✕	397.8K	QoQ -10.73% (-47.9K) YoY -31.18% (-180.2K)	All Managers (Combined)	$39.3M	3.0% ($39.3M/$1.3B)	QoQ -8.87% (-$3.8M) YoY -30.49% (-$17.3M)
(SCHDcusip808524797)	1.2M	QoQ +9.92% (+107.2K) YoY +484.21% (+984.2K)	All Managers (Combined)	$33.2M	2.6% ($33.2M/$1.3B)	QoQ +12.50% (+$3.7M) YoY +102.58% (+$16.8M)
(XLKcusip81369Y803)	136.3K	QoQ +0.73% (-993) YoY +1538.26% (+128.0K)	All Managers (Combined)	$28.1M	2.2% ($28.1M/$1.3B)	QoQ -10.54% (-$3.3M) YoY +1524.18% (+$26.4M)
MICROSOFT CORP(MSFTcusip594918104)	68.2K	QoQ +0.48% (-327) YoY +128.04% (+38.3K)	All Managers (Combined)	$25.6M	2.0% ($25.6M/$1.3B)	QoQ -10.51% (-$3.0M) YoY +103.47% (+$13.0M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	45.4K	QoQ +12.46% (+5.0K) YoY +22580.50% (+45.2K)	All Managers (Combined)	$25.4M	2.0% ($25.4M/$1.3B)	QoQ +7.34% (+$1.7M) YoY +1496033.13% (+$25.4M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	38.7K	QoQ +1.79% (+683) YoY +287.61% (+28.7K)	All Managers (Combined)	$20.6M	1.6% ($20.6M/$1.3B)	QoQ +19.60% (+$3.4M) YoY +390.90% (+$16.4M)
(cusip46138G649)✕	103.3K	QoQ +2.43% (-2.5K) YoY +9.69% (+9.1K)	All Managers (Combined)	$19.9M	1.5% ($19.9M/$1.3B)	QoQ -6.05% (-$1.3M) YoY +15.89% (+$2.7M)
AMAZON COM INC(AMZNcusip023135106)	84.4K	QoQ +0.97% (-817) YoY +50.74% (+28.4K)	All Managers (Combined)	$16.1M	1.2% ($16.1M/$1.3B)	QoQ -12.42% (-$2.3M) YoY +59.00% (+$6.0M)
(IVWcusip464287309)	164.6K	QoQ -2.31% (-3.9K) YoY -4.15% (-7.1K)	All Managers (Combined)	$15.3M	1.2% ($15.3M/$1.3B)	QoQ -10.68% (-$1.8M) YoY +5.37% (-$779.3K)
(SDYcusip78464A763)	110.0K	QoQ -4.11% (-4.7K) YoY -14.81% (-19.1K)	All Managers (Combined)	$14.9M	1.2% ($14.9M/$1.3B)	QoQ -1.51% (-$229.5K) YoY -11.92% (-$2.0M)
(cusip464288638)✕	279.9K	QoQ +5.38% (+14.3K) YoY NEW(+279.9K)	All Managers (Combined)	$14.7M	1.1% ($14.7M/$1.3B)	QoQ +7.45% (+$1.0M) YoY NEW(+$14.7M)
NVIDIA CORP(NVDAcusip67066G104)	130.1K	QoQ +1.87% (-2.4K) YoY +2251.78% (+124.6K)	All Managers (Combined)	$14.1M	1.1% ($14.1M/$1.3B)	QoQ -17.77% (-$3.0M) YoY +182.09% (+$9.1M)
(cusip81369Y407)✕	70.4K	QoQ +1.66% (-1.2K) YoY +2118.53% (+67.2K)	All Managers (Combined)	$13.9M	1.1% ($13.9M/$1.3B)	QoQ -10.51% (-$1.6M) YoY +2282.55% (+$13.3M)
(cusip81369Y209)✕	94.7K	QoQ -5.74% (-5.8K) YoY +2202.91% (+90.6K)	All Managers (Combined)	$13.8M	1.1% ($13.8M/$1.3B)	QoQ +0.03% (-$5.1K) YoY +2175.96% (+$13.2M)
(cusip46641Q837)✕	272.0K	QoQ -2.12% (-5.9K) YoY +1931.27% (+258.6K)	All Managers (Combined)	$13.8M	1.1% ($13.8M/$1.3B)	QoQ -1.61% (-$226.6K) YoY +1938.54% (+$13.1M)
(cusip81369Y852)✕	137.0K	QoQ +3.02% (+4.0K) YoY NEW(+137.0K)	All Managers (Combined)	$13.2M	1.0% ($13.2M/$1.3B)	QoQ +2.64% (+$340.8K) YoY NEW(+$13.2M)
(cusip81369Y605)✕	249.1K	QoQ +4.97% (+11.8K) YoY +1988.28% (+237.1K)	All Managers (Combined)	$12.4M	1.0% ($12.4M/$1.3B)	QoQ +8.19% (+$939.5K) YoY +2369.62% (+$11.9M)