13F Filings for Prosperity Consulting Group, LLC (CIK: 1910398)
View the most recent portfolio holdings disclosed by Prosperity Consulting Group, LLC in their 13F filing.
| Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
|---|---|---|---|---|---|
| IVV - ISHARES TR(Class: CORE SP500 ETF) | 138.49K | $85.99M | 6.27% | Increased | 5.89K (4.0%, $11.48M) |
| AAPL - APPLE INC(Class: COM) | 259.08K | $53.15M | 3.88% | Decreased | 3.79K (1.0%, $5.24M) |
| JEPI - J P MORGAN EXCHANGE TRADED F(Class: EQUITY PREMIUM) | 815.08K | $46.34M | 3.38% | Increased | 51.10K (6.0%, $2.68M) |
| AGG - ISHARES TR(Class: CORE US AGGBD ET) | 378.43K | $37.54M | 2.74% | Decreased | 19.33K (4.0%, $1.81M) |
| XLK - SELECT SECTOR SPDR TR(Class: TECHNOLOGY) | 134.19K | $33.98M | 2.48% | Decreased | 2.13K (1.0%, $5.83M) |
| MSFT - MICROSOFT CORP(Class: COM) | 67.92K | $33.78M | 2.47% | Decreased | 235 (0.0%, $8.20M) |
| SCHD - SCHWAB STRATEGIC TR(Class: US DIVIDEND EQ) | 1.17M | $31.10M | 2.27% | Decreased | 13.86K (1.0%, $2.10M) |
| SPY - SPDR SP 500 ETF TR(Class: TR UNIT) | 44.44K | $27.46M | 2.00% | Decreased | 921 (2.0%, $2.08M) |
| QQQM - INVESCO EXCH TRADED FD TR II(Class: NASDAQ 100 ETF) | 109.91K | $24.96M | 1.82% | Increased | 6.63K (6.0%, $5.03M) |
| NVDA - NVIDIA CORPORATION(Class: COM) | 134.96K | $21.32M | 1.56% | Increased | 4.84K (3.0%, $7.22M) |
| AMZN - AMAZON COM INC(Class: COM) | 85.14K | $18.68M | 1.36% | Increased | 759 (0.0%, $2.62M) |
| BRK.B - BERKSHIRE HATHAWAY INC DEL(Class: CL B NEW) | 38.02K | $18.47M | 1.35% | Decreased | 657 (1.0%, $2.13M) |
| IVW - ISHARES TR(Class: SP 500 GRWT ETF) | 158.91K | $17.50M | 1.28% | Decreased | 5.71K (3.0%, $2.21M) |
| IGIB - ISHARES TR(Class: ISHS 5-10YR INVT) | 296.54K | $15.80M | 1.15% | Increased | 16.64K (5.0%, $1.10M) |
| XLC - SELECT SECTOR SPDR TR(Class: COMMUNICATION) | 136.23K | $14.78M | 1.08% | Decreased | 820 (0.0%, $1.57M) |
| JPST - J P MORGAN EXCHANGE TRADED F(Class: ULTRA SHRT ETF) | 286.65K | $14.53M | 1.06% | Increased | 14.63K (5.0%, $754.87K) |
| SDY - SPDR SERIES TRUST(Class: SP DIVID ETF) | 105.82K | $14.36M | 1.05% | Decreased | 4.18K (3.0%, $561.25K) |
| XLY - SELECT SECTOR SPDR TR(Class: SBI CONS DISCR) | 64.49K | $14.01M | 1.02% | Decreased | 5.89K (8.0%, $119.20K) |
| JPM - JPMORGAN CHASE CO.(Class: COM) | 46.81K | $13.57M | 0.99% | Increased | 634 (1.0%, $2.24M) |
| AVGO - BROADCOM INC(Class: COM) | 48.90K | $13.48M | 0.98% | Increased | 538 (1.0%, $5.38M) |
| N/A - ISHARES TR(Class: EAFE VALUE ETF) | 210.99K | $13.39M | 0.98% | Increased | 8.50K (4.0%, $1.46M) |
| IWS - ISHARES TR(Class: RUS MDCP VAL ETF) | 99.20K | $13.11M | 0.96% | Increased | 6.38K (6.0%, $1.42M) |
| XLF - SELECT SECTOR SPDR TR(Class: FINANCIAL) | 250.01K | $13.09M | 0.96% | Increased | 939 (0.0%, $686.79K) |
| XLV - SELECT SECTOR SPDR TR(Class: SBI HEALTHCARE) | 93.61K | $12.62M | 0.92% | Decreased | 1.09K (1.0%, $1.21M) |
| IWY - ISHARES TR(Class: RUS TP200 GR ETF) | 49.49K | $12.20M | 0.89% | Increased | 654 (1.0%, $1.90M) |