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CIK: 0001910398
Total reported value
$2.6B
$2.6B
330 檔
6.5%
The Q1 2024 SEC filing reveals that Prosperity Consulting Group, LLC held a total portfolio value of $2.6B, covering 330 public equity positions.
During Q1 2024, Prosperity Consulting Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 330 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 7.10% | -0.33% | +1035.56% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.78% | -0.60% | +45.45% | |
| 3 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 3.11% | -0.47% | +55.57% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.41% | +0.06% | +80.74% | |
| 5 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 2.16% | +0.40% | +142.19% | |
| 6 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 2.12% | -0.08% | +144.49% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.05% | -0.15% | +130.29% | |
| 8 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.82% | +0.02% | — | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.68% | -0.01% | +382.39% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.58% | -0.09% | +15.43% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.37% | -0.03% | +150.64% | |
| 12 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.33% | -0.05% | — | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.27% | +0.05% | +12.46% | |
| 14 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 1.26% | -0.05% | — | |
| 15 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.16% | -0.11% | +309.56% | |
| 16 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 1.09% | -0.02% | — | |
| 17 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 1.06% | +0.04% | +110.46% | |
| 18 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.04% | +0.03% | +403.84% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 1.00% | -0.14% | +628.62% | |
| 20 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.93% | -0.01% | +233.52% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 0.86% | -0.03% | +261.70% | |
| 22 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.85% | -0.04% | — | |
| 23 | OKE | Oneok Inc | Stock-Energy | 0.81% | -0.06% | — | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.79% | +0.01% | -10.54% | |
| 25 | QCOM | Qualcomm Inc | Stock-Tech | 0.78% | +0.03% | +876.26% | |
| 26 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.78% | -0.06% | +210.68% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.77% | -0.01% | +6.15% | |
| 28 | RSG | Republic Services Inc | Stock-Industrials | 0.77% | -0.03% | — | |
| 29 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.76% | +0.10% | +450.50% | |
| 30 | FJAN | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.75% | -0.01% | +563.15% | |
| 31 | IBM | Intl Business Machines CORP | Stock-Tech | 0.74% | — | +570.94% | |
| 32 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.72% | -0.05% | +243.98% | |
| 33 | SNA | Snap-on Inc | Stock-Industrials | 0.71% | -0.01% | +1314.84% | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.70% | -0.02% | +1686.74% | |
| 35 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.69% | +0.06% | +252.25% | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.69% | +0.02% | +237.50% | |
| 37 | WSO | Watsco Inc | Stock-Industrials | 0.68% | -0.01% | — | |
| 38 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.67% | +0.02% | +387.80% | |
| 39 | DAUG | Ft Vest U.s. Equity Deep Buf | ETF-Other | 0.67% | -0.01% | -9.09% | |
| 40 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.67% | — | -10.46% | |
| 41 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 0.64% | — | — | |
| 42 | ARES | Ares Management CORP - A | Stock-Financials | 0.64% | -0.01% | — | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.63% | +0.14% | +35.18% | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.60% | +0.18% | +5.97% | |
| 45 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.59% | -0.02% | +497.40% | |
| 46 | RELX | Relx PLC - Spon Adr | Stock-Industrials | 0.58% | -0.08% | — | |
| 47 | ADP | Automatic Data Processing | Stock-Tech | 0.57% | -0.01% | — | |
| 48 | AVGO | Broadcom Inc | Stock-Tech | 0.57% | +0.06% | +65.74% | |
| 49 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.54% | -0.02% | — | |
| 50 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.53% | +0.07% | +99.87% |
According to official SEC Form 13F filings, Prosperity Consulting Group, LLC reported a total U.S. public equity portfolio value of $2.6B across 330 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AGG, IVV, JEPI) accounted for 6.5% of total reported equity market value during Q1 2024.
During Q1 2024, Prosperity Consulting Group, LLC's top holdings by market value included AGG (7.1%)、IVV (6.8%)、JEPI (3.1%). The largest single position, AGG, represented 7.1% of total portfolio value.
In Q1 2024, Prosperity Consulting Group, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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