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CIK: 0001910398
Total reported value
$2.6B
$2.6B
303 檔
6.7%
At the close of Q2 2024, Prosperity Consulting Group, LLC disclosed equity holdings valued at approximately $2.6B, spread across 303 reported holdings.
During Q2 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 303 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.22% | -0.60% | +7.62% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 6.07% | -0.33% | -20.23% | |
| 3 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 4.44% | -0.47% | +34.68% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.79% | +0.06% | -12.59% | |
| 5 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 2.52% | +0.40% | -0.01% | |
| 6 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 2.10% | -0.08% | -5.90% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.07% | -0.15% | -3.19% | |
| 8 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.04% | +0.02% | -5.17% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.93% | -0.09% | +6.47% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.77% | -0.01% | -79.73% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.30% | -0.03% | -11.15% | |
| 12 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.26% | -0.05% | -14.83% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.25% | +0.05% | -14.61% | |
| 14 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.22% | -0.11% | -0.88% | |
| 15 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 1.19% | -0.05% | -13.48% | |
| 16 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.09% | +0.03% | -0.90% | |
| 17 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 1.09% | +0.04% | -1.17% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 1.00% | -0.14% | -7.13% | |
| 19 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 0.95% | -0.02% | -15.73% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 0.94% | +0.14% | +915.67% | |
| 21 | QCOM | Qualcomm Inc | Stock-Tech | 0.92% | +0.03% | -8.24% | |
| 22 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.87% | -0.01% | -7.69% | |
| 23 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.86% | -0.04% | -9.30% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.86% | -0.01% | +1.63% | |
| 25 | OKE | Oneok Inc | Stock-Energy | 0.81% | -0.06% | -9.23% | |
| 26 | RSG | Republic Services Inc | Stock-Industrials | 0.78% | -0.03% | -7.88% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.77% | +0.18% | -2.17% | |
| 28 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.76% | +0.10% | -27.00% | |
| 29 | FJAN | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.75% | -0.01% | -9.98% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.72% | -0.02% | -4.50% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.72% | +0.06% | -2.93% | |
| 32 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.72% | +0.06% | -0.80% | |
| 33 | WSO | Watsco Inc | Stock-Industrials | 0.72% | -0.01% | -8.46% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.71% | +0.01% | -13.23% | |
| 35 | DAUG | Ft Vest U.s. Equity Deep Buf | ETF-Other | 0.69% | -0.01% | -6.96% | |
| 36 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.69% | +0.02% | -1.66% | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.66% | -0.03% | -20.53% | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.64% | -0.06% | -15.86% | |
| 39 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.62% | -0.02% | -1.76% | |
| 40 | IBM | Intl Business Machines CORP | Stock-Tech | 0.62% | — | -14.49% | |
| 41 | ARES | Ares Management CORP - A | Stock-Financials | 0.61% | -0.01% | -11.98% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.61% | +0.07% | -0.90% | |
| 43 | SNA | Snap-on Inc | Stock-Industrials | 0.60% | -0.01% | -11.00% | |
| 44 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.60% | -0.05% | +14.59% | |
| 45 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.59% | — | -15.12% | |
| 46 | RELX | Relx PLC - Spon Adr | Stock-Industrials | 0.58% | -0.08% | -12.92% | |
| 47 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.56% | -0.05% | -27.26% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.55% | +0.02% | -21.46% | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.52% | -0.11% | -10.27% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.52% | -0.07% | -5.37% |
According to official SEC Form 13F filings, Prosperity Consulting Group, LLC reported a total U.S. public equity portfolio value of $2.6B across 303 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, AGG, JEPI) accounted for 6.7% of total reported equity market value during Q2 2024.
During Q2 2024, Prosperity Consulting Group, LLC's top holdings by market value included IVV (8.2%)、AGG (6.1%)、JEPI (4.4%). The largest single position, IVV, represented 8.2% of total portfolio value.
In Q2 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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