Prosperity Consulting Group, LLC Q2 2025 Filing
Filed August 5, 2025
Portfolio Value
$1.4T
Holdings
448
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (448 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 138,494 | $86.0B | 6.27% | |
| 2 | AAPLAPPLE INC | 259,076 | $53.2B | 3.88% | |
| 3 | JEPIJ P MORGAN EXCHANGE TRADED F | 815,079 | $46.3B | 3.38% | |
| 4 | AGGISHARES TR | 378,434 | $37.5B | 2.74% | |
| 5 | XLKSELECT SECTOR SPDR TR | 134,190 | $34.0B | 2.48% | |
| 6 | MSFTMICROSOFT CORP | 67,917 | $33.8B | 2.47% | |
| 7 | SCHDSCHWAB STRATEGIC TR | 1,173,654 | $31.1B | 2.27% | |
| 8 | SPYSPDR S&P 500 ETF TR | 44,440 | $27.5B | 2.00% | |
| 9 | QQQMINVESCO EXCH TRADED FD TR II | 109,908 | $25.0B | 1.82% | |
| 10 | NVDANVIDIA CORPORATION | 134,964 | $21.3B | 1.56% | |
| 11 | AMZNAMAZON COM INC | 85,136 | $18.7B | 1.36% | |
| 12 | BRK/BBERKSHIRE HATHAWAY INC DEL | 38,019 | $18.5B | 1.35% | |
| 13 | IVWISHARES TR | 158,908 | $17.5B | 1.28% | |
| 14 | IGIBISHARES TR | 296,539 | $15.8B | 1.15% | |
| 15 | XLCSELECT SECTOR SPDR TR | 136,226 | $14.8B | 1.08% | |
| 16 | JPSTJ P MORGAN EXCHANGE TRADED F | 286,655 | $14.5B | 1.06% | |
| 17 | SDYSPDR SERIES TRUST | 105,821 | $14.4B | 1.05% | |
| 18 | XLYSELECT SECTOR SPDR TR | 64,486 | $14.0B | 1.02% | |
| 19 | JPMJPMORGAN CHASE & CO. | 46,809 | $13.6B | 0.99% | |
| 20 | AVGOBROADCOM INC | 48,896 | $13.5B | 0.98% | |
| 21 | EFVISHARES TR | 210,987 | $13.4B | 0.98% | |
| 22 | IWSISHARES TR | 99,197 | $13.1B | 0.96% | |
| 23 | XLFSELECT SECTOR SPDR TR | 250,009 | $13.1B | 0.96% | |
| 24 | XLVSELECT SECTOR SPDR TR | 93,609 | $12.6B | 0.92% | |
| 25 | IWYISHARES TR | 49,490 | $12.2B | 0.89% | |
| 26 | COWZPACER FDS TR | 209,534 | $11.5B | 0.84% | |
| 27 | COSTCOSTCO WHSL CORP NEW | 11,321 | $11.2B | 0.82% | |
| 28 | EFGISHARES TR | 99,553 | $11.1B | 0.81% | |
| 29 | BUFRFIRST TR EXCHNG TRADED FD VI | 344,345 | $11.0B | 0.80% | |
| 30 | GOOGLALPHABET INC | 61,761 | $10.9B | 0.79% | |
| 31 | FVDFIRST TR EXCHANGE-TRADED FD | 241,789 | $10.8B | 0.79% | |
| 32 | VVISA INC | 29,587 | $10.5B | 0.77% | |
| 33 | DGRWWISDOMTREE TR | 104,316 | $8.7B | 0.64% | |
| 34 | HDHOME DEPOT INC | 23,663 | $8.7B | 0.63% | |
| 35 | DGROISHARES TR | 133,013 | $8.5B | 0.62% | |
| 36 | VEAVANGUARD TAX-MANAGED FDS | 147,396 | $8.4B | 0.61% | |
| 37 | METAMETA PLATFORMS INC | 10,863 | $8.0B | 0.59% | |
| 38 | IBMINTERNATIONAL BUSINESS MACHS | 27,189 | $8.0B | 0.58% | |
| 39 | XOMEXXON MOBIL CORP | 71,094 | $7.7B | 0.56% | |
| 40 | IWPISHARES TR | 53,884 | $7.5B | 0.55% | |
| 41 | PPAINVESCO EXCHANGE TRADED FD T | 52,112 | $7.4B | 0.54% | |
| 42 | LLYELI LILLY & CO | 9,280 | $7.2B | 0.53% | |
| 43 | DGSWISDOMTREE TR | 129,306 | $7.1B | 0.52% | |
| 44 | GOOGALPHABET INC | 40,113 | $7.1B | 0.52% | |
| 45 | VTWOVANGUARD SCOTTSDALE FDS | 80,230 | $7.0B | 0.51% | |
| 46 | VIGVANGUARD SPECIALIZED FUNDS | 33,376 | $6.8B | 0.50% | |
| 47 | DESWISDOMTREE TR | 194,328 | $6.2B | 0.45% | |
| 48 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 26,999 | $6.1B | 0.45% | |
| 49 | SAPSAP SE | 19,801 | $6.0B | 0.44% | |
| 50 | IWMISHARES TR | 27,877 | $6.0B | 0.44% | |
| 51 | IWFISHARES TR | 13,978 | $5.9B | 0.43% | |
| 52 | AQLTISHARES TR | 69,750 | $5.8B | 0.42% | |
| 53 | XLISELECT SECTOR SPDR TR | 38,984 | $5.8B | 0.42% | |
| 54 | NDQINVESCO QQQ TR | 10,385 | $5.7B | 0.42% | |
| 55 | XEXGXEATON VANCE TAX-MANAGED GLOB | 653,612 | $5.7B | 0.42% | |
| 56 | JMSTJ P MORGAN EXCHANGE TRADED F | 111,763 | $5.7B | 0.42% | |
| 57 | VOTVANGUARD INDEX FDS | 19,866 | $5.6B | 0.41% | |
| 58 | MCDMCDONALDS CORP | 19,299 | $5.6B | 0.41% | |
| 59 | BSVVANGUARD BD INDEX FDS | 68,868 | $5.4B | 0.40% | |
| 60 | IEMGISHARES INC | 88,417 | $5.3B | 0.39% | |
| 61 | FDLFIRST TR EXCHANGE-TRADED FD | 124,626 | $5.2B | 0.38% | |
| 62 | BILSSPDR SERIES TRUST | 51,843 | $5.2B | 0.38% | |
| 63 | AOAISHARES TR | 59,661 | $5.0B | 0.36% | |
| 64 | OKEONEOK INC NEW | 60,411 | $4.9B | 0.36% | |
| 65 | DAUGFIRST TR EXCHNG TRADED FD VI | 116,079 | $4.8B | 0.35% | |
| 66 | GQ9SPDR GOLD TR | 15,745 | $4.8B | 0.35% | |
| 67 | ABBVABBVIE INC | 25,765 | $4.8B | 0.35% | |
| 68 | QCOMQUALCOMM INC | 29,575 | $4.7B | 0.34% | |
| 69 | ARESARES MANAGEMENT CORPORATION | 26,864 | $4.7B | 0.34% | |
| 70 | MUNIPIMCO ETF TR | 89,984 | $4.6B | 0.34% | |
| 71 | WSOWATSCO INC | 10,158 | $4.5B | 0.33% | |
| 72 | CITCINTAS CORP | 19,851 | $4.4B | 0.32% | |
| 73 | BACVERIZON COMMUNICATIONS INC | 101,463 | $4.4B | 0.32% | |
| 74 | FBNDFIDELITY MERRIMACK STR TR | 94,674 | $4.3B | 0.32% | |
| 75 | WMTWALMART INC | 43,586 | $4.3B | 0.31% | |
| 76 | EPIWISDOMTREE TR | 88,580 | $4.2B | 0.31% | |
| 77 | TXNTEXAS INSTRS INC | 19,971 | $4.1B | 0.30% | |
| 78 | SNASNAP ON INC | 13,252 | $4.1B | 0.30% | |
| 79 | MRSHMARSH & MCLENNAN COS INC | 18,748 | $4.1B | 0.30% | |
| 80 | VONGVANGUARD SCOTTSDALE FDS | 36,414 | $4.0B | 0.29% | |
| 81 | 4I1PHILIP MORRIS INTL INC | 21,784 | $4.0B | 0.29% | |
| 82 | AORISHARES TR | 63,676 | $3.9B | 0.29% | |
| 83 | BKBANK NEW YORK MELLON CORP | 42,959 | $3.9B | 0.29% | |
| 84 | ADPAUTOMATIC DATA PROCESSING IN | 12,664 | $3.9B | 0.28% | |
| 85 | PGPROCTER AND GAMBLE CO | 24,062 | $3.8B | 0.28% | |
| 86 | RELXRELX PLC | 68,544 | $3.7B | 0.27% | |
| 87 | MAMASTERCARD INCORPORATED | 6,423 | $3.6B | 0.26% | |
| 88 | AJGGALLAGHER ARTHUR J & CO | 11,244 | $3.6B | 0.26% | |
| 89 | CSCOCISCO SYS INC | 51,407 | $3.6B | 0.26% | |
| 90 | XLUSELECT SECTOR SPDR TR | 43,369 | $3.5B | 0.26% | |
| 91 | MRKMERCK & CO INC | 43,921 | $3.5B | 0.25% | |
| 92 | SCHASCHWAB STRATEGIC TR | 137,237 | $3.5B | 0.25% | |
| 93 | XFEBFIRST TR EXCH TRADED FD III | 193,676 | $3.4B | 0.25% | |
| 94 | SHYGISHARES TR | 78,625 | $3.4B | 0.25% | |
| 95 | FJANFIRST TR EXCHNG TRADED FD VI | 70,214 | $3.3B | 0.24% | |
| 96 | UNHUNITEDHEALTH GROUP INC | 10,609 | $3.3B | 0.24% | |
| 97 | WMWASTE MGMT INC DEL | 14,274 | $3.3B | 0.24% | |
| 98 | GILDGILEAD SCIENCES INC | 29,404 | $3.3B | 0.24% | |
| 99 | RSGREPUBLIC SVCS INC | 13,208 | $3.3B | 0.24% | |
| 100 | HCAHCA HEALTHCARE INC | 8,496 | $3.3B | 0.24% |
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