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CIK: 0001910398
Total reported value
$2.6B
$2.6B
458 檔
9.5%
During the Q3 2024 filing period, Prosperity Consulting Group, LLC (CIK: 0001910398) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.6B across 458 reported positions.
During Q3 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 458 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.66% | -0.60% | +13.58% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.83% | +0.06% | +171.54% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.77% | -0.33% | +3.44% | |
| 4 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 3.03% | -0.47% | +12.97% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.27% | -0.15% | +74.66% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.19% | -0.09% | +104.71% | |
| 7 | XLK | Ss Technology Select Sector | ETF-Tech | 2.01% | +0.27% | +1417.75% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.71% | -0.01% | +59.02% | |
| 9 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.55% | +0.40% | +4.87% | |
| 10 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.32% | -0.08% | -2.32% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.27% | -0.07% | +274.15% | |
| 12 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.27% | +0.02% | +4.24% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.19% | +0.05% | +71.46% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.04% | +0.14% | +95.74% | |
| 15 | XLV | Ss Health Care Select Sector | ETF-Other | 1.04% | -0.06% | +2040.91% | |
| 16 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.96% | +0.04% | +38.81% | |
| 17 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.94% | -0.11% | +3352.14% | |
| 18 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.94% | -0.13% | — | |
| 19 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.89% | -0.05% | +1704.00% | |
| 20 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.82% | -0.11% | +7.64% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.81% | +0.18% | +99.59% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.80% | -0.11% | +152.81% | |
| 23 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.78% | -0.13% | — | |
| 24 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.78% | -0.05% | +111.83% | |
| 25 | FVD | First Trust Value Line Dvd | ETF-Other | 0.77% | -0.07% | — | |
| 26 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.74% | -0.05% | -3.52% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.74% | -0.01% | +44.51% | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 0.74% | -0.03% | +64.45% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.73% | -0.03% | -8.27% | |
| 30 | XLF | Ss Financial Select Sector | ETF-Other | 0.71% | -0.08% | +1826.46% | |
| 31 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.70% | +0.03% | +5.60% | |
| 32 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 0.67% | -0.05% | -6.14% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.64% | -0.14% | +10.14% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.64% | +0.01% | +119.87% | |
| 35 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 0.63% | -0.02% | +4.39% | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.60% | +0.06% | +1240.98% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.60% | -0.02% | +31.90% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.58% | +0.08% | +154.50% | |
| 39 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.57% | +0.03% | +216.34% | |
| 40 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.56% | -0.52% | — | |
| 41 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.52% | -0.04% | -7.73% | |
| 42 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.51% | -0.04% | +1106.86% | |
| 43 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.50% | -0.06% | +11.82% | |
| 44 | IBM | Intl Business Machines CORP | Stock-Tech | 0.49% | — | +6.75% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.48% | +0.01% | +124.82% | |
| 46 | OKE | Oneok Inc | Stock-Energy | 0.48% | -0.06% | -7.75% | |
| 47 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.47% | -0.01% | +2.67% | |
| 48 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.47% | -0.04% | — | |
| 49 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.46% | +0.02% | +4.90% | |
| 50 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.45% | +0.06% | +2.22% |
According to official SEC Form 13F filings, Prosperity Consulting Group, LLC reported a total U.S. public equity portfolio value of $2.6B across 458 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, AAPL, AGG) accounted for 9.5% of total reported equity market value during Q3 2024.
During Q3 2024, Prosperity Consulting Group, LLC's top holdings by market value included IVV (5.7%)、AAPL (4.8%)、AGG (3.8%). The largest single position, IVV, represented 5.7% of total portfolio value.
In Q3 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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