PC
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Prosperity Consulting Group, LLC13F | |
| Prosperity Consulting Group, LLC | |
| Last update 2025-05-07 | 459 Stocks (28 new) |
| Value $1.29 Bil | Turnover 4 % |
Prosperity Consulting Group, L... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 132,601 | 74,508.7 | +1.55% | 5.760 | +0.09% | 0.010 | +23.44% | +6.52% | 618,787.4 | ||
AAPL | Apple Inc | 262,866 | 58,390.5 | -1.63% | 4.510 | -0.08% | 0.000 | +15.76% | -16.03% | 3,133,237.6 | Hardware | |
JEPI | JPMorgan Equity Premium Income ETF | 763,976 | 43,653.6 | +7.58% | 3.370 | +0.24% | 0.120 | +11.86% | +2.87% | 40,803.7 | ||
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 397,767 | 39,347.1 | -10.74% | 3.040 | -0.35% | 0.030 | +0.88% | +3.23% | 127,782.4 | ||
SCHD | Schwab US Dividend Equity ETF | 1,187,512 | 33,202.8 | +9.93% | 2.570 | +0.23% | 0.050 | +9.32% | +0.70% | 70,339.3 | ||
XLK | Technology Select Sector SPDR ETF | 136,320 | 28,147.3 | +0.73% | 2.180 | +0.02% | 0.040 | +39.08% | +9.93% | 80,087.8 | ||
MSFT | Microsoft Corp | 68,152 | 25,583.8 | +0.48% | 1.980 | +0.01% | 0.000 | +39.03% | +18.27% | 3,691,075.6 | Software | |
SPY | SPDR S&P 500 ETF Trust | 45,361 | 25,374.4 | +12.47% | 1.960 | +0.22% | 0.000 | +23.25% | +6.39% | 637,496.4 | ||
BRK.B | Berkshire Hathaway Inc | 38,676 | 20,598.1 | +1.80% | 1.590 | +0.03% | 0.000 | -2.56% | +5.42% | 1,030,847.7 | Insurance | |
QQQM | Invesco NASDAQ 100 ETF | 103,273 | 19,933.8 | +2.43% | 1.540 | +0.04% | 0.050 | +30.29% | +8.21% | 52,630.1 |
Prosperity Consulting Group, LLC's Historical Top Holdings Breakdowns
Prosperity Consulting Group, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 2025-03-31 | Reduce Reduce | -0.35% | 95.85 ($97.76) 99.25 | $98.09 | 0.34% | Reduce -10.74% | 397,767 | -47,855 | |
BRK.A | Berkshire Hathaway Inc | 2025-03-31 | New Buy New Buy | +0.25% | 663000 ($729331) 801950 | $717,245.02 | -1.66% | New holding | 4 | 4 | |
JEPI | JPMorgan Equity Premium Income ETF | 2025-03-31 | Add Add | +0.24% | 56.17 ($58.26) 59.71 | $56.65 | -2.77% | Add 7.58% | 763,976 | 53,857 | |
BUFR | FT Vest Laddered Buffer ETF | 2025-03-31 | Add Add | +0.23% | 29.34 ($30.56) 31.31 | $31.86 | 4.24% | Add 55.15% | 277,682 | 98,702 | |
SCHD | Schwab US Dividend Equity ETF | 2025-03-31 | Add Add | +0.23% | 27.01 ($27.88) 28.54 | $27.01 | -3.12% | Add 9.93% | 1,187,512 | 107,249 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Add Add | +0.22% | 551.42 ($587.78) 612.93 | $620.19 | 5.51% | Add 12.47% | 45,361 | 5,029 | |
IWD | iShares Russell 1000 Value ETF | 2025-03-31 | Reduce Reduce | -0.20% | 182.82 ($190.45) 196.21 | $195.64 | 2.73% | Reduce -81.38% | 3,362 | -14,696 | |
CALF | Pacer US Small Cap Cash Cows ETF | 2025-03-31 | Reduce Reduce | -0.19% | 36.64 ($41.46) 45.76 | $40.87 | -1.42% | Reduce -60.87% | 38,026 | -59,150 | |
IWY | iShares Russell Top 200 Growth ETF | 2025-03-31 | Add Add | +0.14% | 210.19 ($230.05) 243.33 | $246.32 | 7.07% | Add 21.26% | 48,836 | 8,562 | |
IEFA | iShares Core MSCI EAFE ETF | 2025-03-31 | Add Add | +0.13% | 69.57 ($74.78) 78.65 | $82.71 | 10.61% | Add 70.51% | 54,227 | 22,424 |
Prosperity Consulting Group, LLC Total Holding History ($B)
Prosperity Consulting Group, LLC's Asset Allocation
Prosperity Consulting Group, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Prosperity Consulting Group, LLC's Hypothetical Growth since 2025-03-31
Prosperity Consulting Group, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Prosperity Consulting Group, LLC's Holdings Heat Map
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Prosperity Consulting Group, LLC's Holdings Bubble Chart
Prosperity Consulting Group, LLC News
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