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CIK: 0001910398
Total reported value
$2.6B
$2.6B
459 檔
9.4%
In Q1 2025, Prosperity Consulting Group, LLC's U.S. equity holdings reached a combined market value of $2.6B, distributed across 459 disclosed stock positions.
During Q1 2025, 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 459 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.76% | -0.60% | +1.55% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.51% | +0.06% | -1.63% | |
| 3 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 3.37% | -0.47% | +7.58% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.04% | -0.33% | -10.74% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.57% | -0.15% | +9.93% | |
| 6 | XLK | Ss Technology Select Sector | ETF-Tech | 2.18% | +0.27% | +0.73% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.98% | -0.09% | +0.48% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.96% | -0.01% | +12.47% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.59% | -0.07% | +1.80% | |
| 10 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.54% | +0.40% | +2.43% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.24% | +0.05% | +0.98% | |
| 12 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.18% | +0.02% | -2.32% | |
| 13 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.15% | -0.08% | -4.11% | |
| 14 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.14% | -0.13% | +5.38% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.09% | +0.14% | +1.88% | |
| 16 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.07% | -0.05% | +1.67% | |
| 17 | XLV | Ss Health Care Select Sector | ETF-Other | 1.07% | -0.06% | -5.75% | |
| 18 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.06% | -0.11% | -2.12% | |
| 19 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.02% | -0.13% | +3.03% | |
| 20 | XLF | Ss Financial Select Sector | ETF-Other | 0.96% | -0.08% | +4.98% | |
| 21 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.92% | -0.11% | +8.89% | |
| 22 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.90% | +0.04% | -0.20% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.88% | -0.01% | +1.06% | |
| 24 | FVD | First Trust Value Line Dvd | ETF-Other | 0.86% | -0.07% | -2.59% | |
| 25 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.85% | -0.05% | +2.98% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.83% | -0.11% | -3.64% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.82% | +0.01% | -2.26% | |
| 28 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.80% | -0.52% | +21.26% | |
| 29 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.77% | +0.03% | -10.29% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.73% | +0.18% | -3.61% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.68% | -0.03% | -1.09% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.66% | -0.14% | +11.75% | |
| 33 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.66% | -0.05% | -1.90% | |
| 34 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.64% | +0.01% | +55.15% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.63% | +0.06% | +11.20% | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.61% | -0.03% | -6.06% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.61% | +0.08% | -1.00% | |
| 38 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.59% | -0.04% | +6.78% | |
| 39 | IBM | Intl Business Machines CORP | Stock-Tech | 0.55% | — | +0.86% | |
| 40 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 0.52% | -0.05% | -3.40% | |
| 41 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.51% | -0.04% | -10.53% | |
| 42 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 0.50% | -0.02% | -2.81% | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.50% | -0.02% | -13.75% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.49% | +0.01% | +3.99% | |
| 45 | OKE | Oneok Inc | Stock-Energy | 0.48% | -0.06% | -3.42% | |
| 46 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.48% | +0.03% | -5.66% | |
| 47 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.48% | -0.06% | -2.60% | |
| 48 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.47% | +0.06% | +6.05% | |
| 49 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.47% | -0.04% | +2.64% | |
| 50 | RSG | Republic Services Inc | Stock-Industrials | 0.46% | -0.03% | -3.04% |
According to official SEC Form 13F filings, Prosperity Consulting Group, LLC reported a total U.S. public equity portfolio value of $2.6B across 459 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, AAPL, JEPI) accounted for 9.4% of total reported equity market value during Q1 2025.
During Q1 2025, Prosperity Consulting Group, LLC's top holdings by market value included IVV (5.8%)、AAPL (4.5%)、JEPI (3.4%). The largest single position, IVV, represented 5.8% of total portfolio value.
In Q1 2025, 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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