Prosperity Consulting Group, LLC Q1 2025 Filing
Filed May 7, 2025
Portfolio Value
$1.3T
Holdings
459
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (459 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 132,601 | $74.5B | 5.76% | |
| 2 | AAPLAPPLE INC | 262,866 | $58.4B | 4.51% | |
| 3 | JEPIJ P MORGAN EXCHANGE TRADED F | 763,976 | $43.7B | 3.37% | |
| 4 | AGGISHARES TR | 397,767 | $39.3B | 3.04% | |
| 5 | SCHDSCHWAB STRATEGIC TR | 1,187,512 | $33.2B | 2.57% | |
| 6 | XLKSELECT SECTOR SPDR TR | 136,320 | $28.1B | 2.18% | |
| 7 | MSFTMICROSOFT CORP | 68,152 | $25.6B | 1.98% | |
| 8 | SPYSPDR S&P 500 ETF TR | 45,361 | $25.4B | 1.96% | |
| 9 | BRK/BBERKSHIRE HATHAWAY INC DEL | 38,676 | $20.6B | 1.59% | |
| 10 | QQQMINVESCO EXCH TRADED FD TR II | 103,273 | $19.9B | 1.54% | |
| 11 | AMZNAMAZON COM INC | 84,377 | $16.1B | 1.24% | |
| 12 | IVWISHARES TR | 164,617 | $15.3B | 1.18% | |
| 13 | SDYSPDR SER TR | 109,997 | $14.9B | 1.15% | |
| 14 | IGIBISHARES TR | 279,903 | $14.7B | 1.14% | |
| 15 | NVDANVIDIA CORPORATION | 130,124 | $14.1B | 1.09% | |
| 16 | XLYSELECT SECTOR SPDR TR | 70,372 | $13.9B | 1.07% | |
| 17 | XLVSELECT SECTOR SPDR TR | 94,696 | $13.8B | 1.07% | |
| 18 | JPSTJ P MORGAN EXCHANGE TRADED F | 272,028 | $13.8B | 1.06% | |
| 19 | XLCSELECT SECTOR SPDR TR | 137,046 | $13.2B | 1.02% | |
| 20 | XLFSELECT SECTOR SPDR TR | 249,070 | $12.4B | 0.96% | |
| 21 | EFVISHARES TR | 202,486 | $11.9B | 0.92% | |
| 22 | IWSISHARES TR | 92,815 | $11.7B | 0.90% | |
| 23 | JPMJPMORGAN CHASE & CO. | 46,175 | $11.3B | 0.88% | |
| 24 | FVDFIRST TR VALUE LINE DIVID IN | 249,246 | $11.1B | 0.86% | |
| 25 | COWZPACER FDS TR | 201,584 | $11.0B | 0.85% | |
| 26 | COSTCOSTCO WHSL CORP NEW | 11,390 | $10.8B | 0.83% | |
| 27 | VVISA INC | 30,231 | $10.6B | 0.82% | |
| 28 | IWYISHARES TR | 48,836 | $10.3B | 0.80% | |
| 29 | EFGISHARES TR | 100,066 | $10.0B | 0.77% | |
| 30 | GOOGLALPHABET INC | 61,205 | $9.5B | 0.73% | |
| 31 | HDHOME DEPOT INC | 24,123 | $8.8B | 0.68% | |
| 32 | XOMEXXON MOBIL CORP | 72,174 | $8.6B | 0.66% | |
| 33 | DGRWWISDOMTREE TR | 107,014 | $8.5B | 0.66% | |
| 34 | BUFRFIRST TR EXCHNG TRADED FD VI | 277,682 | $8.2B | 0.64% | |
| 35 | AVGOBROADCOM INC | 48,358 | $8.1B | 0.63% | |
| 36 | VEAVANGUARD TAX-MANAGED FDS | 155,996 | $7.9B | 0.61% | |
| 37 | LLYELI LILLY & CO | 9,556 | $7.9B | 0.61% | |
| 38 | DGROISHARES TR | 122,971 | $7.6B | 0.59% | |
| 39 | IBMINTERNATIONAL BUSINESS MACHS | 28,356 | $7.1B | 0.55% | |
| 40 | DGSWISDOMTREE TR | 138,974 | $6.7B | 0.52% | |
| 41 | JMSTJ P MORGAN EXCHANGE TRADED F | 130,828 | $6.7B | 0.51% | |
| 42 | DESWISDOMTREE TR | 204,379 | $6.5B | 0.50% | |
| 43 | VIGVANGUARD SPECIALIZED FUNDS | 33,376 | $6.5B | 0.50% | |
| 44 | GOOGALPHABET INC | 40,591 | $6.3B | 0.49% | |
| 45 | OKEONEOK INC NEW | 63,054 | $6.3B | 0.48% | |
| 46 | UNHUNITEDHEALTH GROUP INC | 11,825 | $6.2B | 0.48% | |
| 47 | MCDMCDONALDS CORP | 19,792 | $6.2B | 0.48% | |
| 48 | IWPISHARES TR | 52,206 | $6.1B | 0.47% | |
| 49 | PPAINVESCO EXCHANGE TRADED FD T | 52,154 | $6.1B | 0.47% | |
| 50 | RSGREPUBLIC SVCS INC | 24,620 | $6.0B | 0.46% | |
| 51 | METAMETA PLATFORMS INC | 10,196 | $5.9B | 0.45% | |
| 52 | VTWOVANGUARD SCOTTSDALE FDS | 71,532 | $5.8B | 0.45% | |
| 53 | ABBVABBVIE INC | 26,407 | $5.5B | 0.43% | |
| 54 | SAPSAP SE | 20,532 | $5.5B | 0.43% | |
| 55 | NDQINVESCO QQQ TR | 11,748 | $5.5B | 0.43% | |
| 56 | WSOWATSCO INC | 10,623 | $5.4B | 0.42% | |
| 57 | BSVVANGUARD BD INDEX FDS | 66,882 | $5.2B | 0.40% | |
| 58 | XLISELECT SECTOR SPDR TR | 39,265 | $5.1B | 0.40% | |
| 59 | VOTVANGUARD INDEX FDS | 20,660 | $5.1B | 0.39% | |
| 60 | XEXGXEATON VANCE TAX-MANAGED GLOB | 604,050 | $4.9B | 0.38% | |
| 61 | IWFISHARES TR | 13,605 | $4.9B | 0.38% | |
| 62 | FDLFIRST TR MORNINGSTAR DIVID L | 112,325 | $4.9B | 0.38% | |
| 63 | SNASNAP ON INC | 14,022 | $4.7B | 0.37% | |
| 64 | QCOMQUALCOMM INC | 30,527 | $4.7B | 0.36% | |
| 65 | BACVERIZON COMMUNICATIONS INC | 102,739 | $4.7B | 0.36% | |
| 66 | MRSHMARSH & MCLENNAN COS INC | 18,850 | $4.6B | 0.36% | |
| 67 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 27,488 | $4.6B | 0.35% | |
| 68 | DAUGFIRST TR EXCHNG TRADED FD VI | 117,414 | $4.6B | 0.35% | |
| 69 | IEMGISHARES INC | 79,043 | $4.3B | 0.33% | |
| 70 | GQ9SPDR GOLD TR | 14,780 | $4.3B | 0.33% | |
| 71 | CITCINTAS CORP | 20,695 | $4.3B | 0.33% | |
| 72 | PGPROCTER AND GAMBLE CO | 24,940 | $4.3B | 0.33% | |
| 73 | MRKMERCK & CO INC | 47,141 | $4.2B | 0.33% | |
| 74 | FBNDFIDELITY MERRIMACK STR TR | 91,580 | $4.2B | 0.32% | |
| 75 | IWMISHARES TR | 20,832 | $4.2B | 0.32% | |
| 76 | ARESARES MANAGEMENT CORPORATION | 28,232 | $4.1B | 0.32% | |
| 77 | AQLTISHARES TR | 54,227 | $4.1B | 0.32% | |
| 78 | AJGGALLAGHER ARTHUR J & CO | 11,814 | $4.1B | 0.32% | |
| 79 | AOAISHARES TR | 52,987 | $4.1B | 0.31% | |
| 80 | ADPAUTOMATIC DATA PROCESSING IN | 13,034 | $4.0B | 0.31% | |
| 81 | FJANFIRST TR EXCHNG TRADED FD VI | 88,501 | $3.9B | 0.30% | |
| 82 | WMTWALMART INC | 44,141 | $3.9B | 0.30% | |
| 83 | EPIWISDOMTREE TR | 87,714 | $3.8B | 0.30% | |
| 84 | VONGVANGUARD SCOTTSDALE FDS | 40,859 | $3.8B | 0.29% | |
| 85 | BKBANK NEW YORK MELLON CORP | 45,072 | $3.8B | 0.29% | |
| 86 | RELXRELX PLC | 71,119 | $3.6B | 0.28% | |
| 87 | WECWEC ENERGY GROUP INC | 31,721 | $3.5B | 0.27% | |
| 88 | SCHASCHWAB STRATEGIC TR | 146,716 | $3.4B | 0.27% | |
| 89 | LINLINDE PLC | 7,379 | $3.4B | 0.27% | |
| 90 | MAMASTERCARD INCORPORATED | 6,264 | $3.4B | 0.27% | |
| 91 | 4I1PHILIP MORRIS INTL INC | 21,338 | $3.4B | 0.26% | |
| 92 | XFEBFIRST TR EXCH TRADED FD III | 189,624 | $3.3B | 0.26% | |
| 93 | CSCOCISCO SYS INC | 54,007 | $3.3B | 0.26% | |
| 94 | WMWASTE MGMT INC DEL | 14,138 | $3.3B | 0.25% | |
| 95 | SHYGISHARES TR | 76,854 | $3.3B | 0.25% | |
| 96 | XLUSELECT SECTOR SPDR TR | 40,889 | $3.2B | 0.25% | |
| 97 | ANGLVANECK ETF TRUST | 111,459 | $3.2B | 0.25% | |
| 98 | BRK-BBERKSHIRE HATHAWAY INC DEL | 4 | $3.2B | 0.25% | |
| 99 | MUBISHARES TR | 29,505 | $3.1B | 0.24% | |
| 100 | AORISHARES TR | 53,913 | $3.1B | 0.24% |
Page 1 of 5Next