Prosperity Consulting Group, LLC Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$1.3T
Holdings
463
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (463 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 130,577 | $76.9B | 5.79% | |
| 2 | AAPLAPPLE INC | 267,220 | $66.9B | 5.04% | |
| 3 | AGGISHARES TR | 445,622 | $43.2B | 3.25% | |
| 4 | JEPIJ P MORGAN EXCHANGE TRADED F | 710,119 | $40.9B | 3.07% | |
| 5 | XLKSELECT SECTOR SPDR TR | 135,327 | $31.5B | 2.37% | |
| 6 | SCHDSCHWAB STRATEGIC TR | 1,080,263 | $29.5B | 2.22% | |
| 7 | MSFTMICROSOFT CORP | 67,825 | $28.6B | 2.15% | |
| 8 | SPYSPDR S&P 500 ETF TR | 40,332 | $23.6B | 1.78% | |
| 9 | QQQMINVESCO EXCH TRADED FD TR II | 100,822 | $21.2B | 1.60% | |
| 10 | AMZNAMAZON COM INC | 83,560 | $18.3B | 1.38% | |
| 11 | BRK/BBERKSHIRE HATHAWAY INC DEL | 37,993 | $17.2B | 1.30% | |
| 12 | NVDANVIDIA CORPORATION | 127,727 | $17.2B | 1.29% | |
| 13 | IVWISHARES TR | 168,521 | $17.1B | 1.29% | |
| 14 | XLYSELECT SECTOR SPDR TR | 69,218 | $15.5B | 1.17% | |
| 15 | SDYSPDR SER TR | 114,715 | $15.2B | 1.14% | |
| 16 | JPSTJ P MORGAN EXCHANGE TRADED F | 277,931 | $14.0B | 1.05% | |
| 17 | XLVSELECT SECTOR SPDR TR | 100,469 | $13.8B | 1.04% | |
| 18 | IGIBISHARES TR | 265,602 | $13.7B | 1.03% | |
| 19 | XLCSELECT SECTOR SPDR TR | 133,016 | $12.9B | 0.97% | |
| 20 | IWSISHARES TR | 93,004 | $12.0B | 0.91% | |
| 21 | GOOGLALPHABET INC | 63,495 | $12.0B | 0.90% | |
| 22 | XLFSELECT SECTOR SPDR TR | 237,258 | $11.5B | 0.86% | |
| 23 | FVDFIRST TR VALUE LINE DIVID IN | 255,867 | $11.2B | 0.84% | |
| 24 | COWZPACER FDS TR | 195,746 | $11.1B | 0.83% | |
| 25 | JPMJPMORGAN CHASE & CO. | 45,689 | $11.0B | 0.82% | |
| 26 | COSTCOSTCO WHSL CORP NEW | 11,820 | $10.8B | 0.82% | |
| 27 | EFGISHARES TR | 111,545 | $10.8B | 0.81% | |
| 28 | AVGOBROADCOM INC | 43,488 | $10.1B | 0.76% | |
| 29 | VVISA INC | 30,930 | $9.8B | 0.74% | |
| 30 | EFVISHARES TR | 185,960 | $9.8B | 0.73% | |
| 31 | HDHOME DEPOT INC | 24,390 | $9.5B | 0.71% | |
| 32 | IWYISHARES TR | 40,274 | $9.5B | 0.71% | |
| 33 | DGRWWISDOMTREE TR | 109,085 | $8.8B | 0.66% | |
| 34 | VEAVANGUARD TAX-MANAGED FDS | 166,061 | $7.9B | 0.60% | |
| 35 | VIGVANGUARD SPECIALIZED FUNDS | 38,697 | $7.6B | 0.57% | |
| 36 | LLYELI LILLY & CO | 9,653 | $7.5B | 0.56% | |
| 37 | GOOGALPHABET INC | 39,034 | $7.4B | 0.56% | |
| 38 | JMSTJ P MORGAN EXCHANGE TRADED F | 146,231 | $7.4B | 0.56% | |
| 39 | DESWISDOMTREE TR | 210,280 | $7.2B | 0.54% | |
| 40 | DGROISHARES TR | 115,168 | $7.1B | 0.53% | |
| 41 | DGSWISDOMTREE TR | 143,871 | $7.0B | 0.53% | |
| 42 | XOMEXXON MOBIL CORP | 64,583 | $6.9B | 0.52% | |
| 43 | SAPSAP SE | 27,610 | $6.8B | 0.51% | |
| 44 | OKEONEOK INC NEW | 65,289 | $6.6B | 0.49% | |
| 45 | UNHUNITEDHEALTH GROUP INC | 12,535 | $6.3B | 0.48% | |
| 46 | IWPISHARES TR | 49,230 | $6.2B | 0.47% | |
| 47 | IBMINTERNATIONAL BUSINESS MACHS | 28,115 | $6.2B | 0.47% | |
| 48 | NDQINVESCO QQQ TR | 11,777 | $6.0B | 0.45% | |
| 49 | MCDMCDONALDS CORP | 20,320 | $5.9B | 0.44% | |
| 50 | PPAINVESCO EXCHANGE TRADED FD T | 50,813 | $5.8B | 0.44% | |
| 51 | VTWOVANGUARD SCOTTSDALE FDS | 65,185 | $5.8B | 0.44% | |
| 52 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 28,606 | $5.6B | 0.43% | |
| 53 | METAMETA PLATFORMS INC | 9,589 | $5.6B | 0.42% | |
| 54 | VOTVANGUARD INDEX FDS | 22,066 | $5.6B | 0.42% | |
| 55 | IWFISHARES TR | 13,687 | $5.5B | 0.41% | |
| 56 | BUFRFIRST TR EXCHNG TRADED FD VI | 178,980 | $5.5B | 0.41% | |
| 57 | FJANFIRST TR EXCHNG TRADED FD VI | 116,097 | $5.3B | 0.40% | |
| 58 | WSOWATSCO INC | 11,100 | $5.3B | 0.40% | |
| 59 | IWMISHARES TR | 23,427 | $5.2B | 0.39% | |
| 60 | ARESARES MANAGEMENT CORPORATION | 29,055 | $5.1B | 0.39% | |
| 61 | RSGREPUBLIC SVCS INC | 25,392 | $5.1B | 0.38% | |
| 62 | SNASNAP ON INC | 14,613 | $5.0B | 0.37% | |
| 63 | MRKMERCK & CO INC | 48,968 | $4.9B | 0.37% | |
| 64 | DAUGFIRST TR EXCHNG TRADED FD VI | 122,356 | $4.9B | 0.37% | |
| 65 | BSVVANGUARD BD INDEX FDS | 61,873 | $4.8B | 0.36% | |
| 66 | XEXGXEATON VANCE TAX-MANAGED GLOB | 584,949 | $4.8B | 0.36% | |
| 67 | QCOMQUALCOMM INC | 30,800 | $4.7B | 0.36% | |
| 68 | ABBVABBVIE INC | 26,614 | $4.7B | 0.36% | |
| 69 | XLISELECT SECTOR SPDR TR | 35,686 | $4.7B | 0.35% | |
| 70 | BACVERIZON COMMUNICATIONS INC | 117,457 | $4.7B | 0.35% | |
| 71 | MUBISHARES TR | 42,071 | $4.5B | 0.34% | |
| 72 | CALFPACER FDS TR | 97,176 | $4.3B | 0.32% | |
| 73 | PGPROCTER AND GAMBLE CO | 25,292 | $4.2B | 0.32% | |
| 74 | VONGVANGUARD SCOTTSDALE FDS | 40,715 | $4.2B | 0.32% | |
| 75 | WMTWALMART INC | 45,785 | $4.1B | 0.31% | |
| 76 | FDLFIRST TR MORNINGSTAR DIVID L | 102,672 | $4.1B | 0.31% | |
| 77 | MRSHMARSH & MCLENNAN COS INC | 19,030 | $4.0B | 0.30% | |
| 78 | CITCINTAS CORP | 22,077 | $4.0B | 0.30% | |
| 79 | SCHASCHWAB STRATEGIC TR | 154,537 | $4.0B | 0.30% | |
| 80 | ADPAUTOMATIC DATA PROCESSING IN | 13,407 | $3.9B | 0.30% | |
| 81 | IEMGISHARES INC | 73,361 | $3.8B | 0.29% | |
| 82 | AJGGALLAGHER ARTHUR J & CO | 13,053 | $3.7B | 0.28% | |
| 83 | RELXRELX PLC | 78,468 | $3.6B | 0.27% | |
| 84 | TSLATESLA INC | 8,722 | $3.5B | 0.27% | |
| 85 | FBNDFIDELITY MERRIMACK STR TR | 78,378 | $3.5B | 0.26% | |
| 86 | SHYGISHARES TR | 82,319 | $3.5B | 0.26% | |
| 87 | MAMASTERCARD INCORPORATED | 6,450 | $3.4B | 0.26% | |
| 88 | SOXXISHARES TR | 15,637 | $3.4B | 0.25% | |
| 89 | GQ9SPDR GOLD TR | 13,910 | $3.4B | 0.25% | |
| 90 | IWDISHARES TR | 18,058 | $3.3B | 0.25% | |
| 91 | PYPLPAYPAL HLDGS INC | 39,107 | $3.3B | 0.25% | |
| 92 | AOAISHARES TR | 43,368 | $3.3B | 0.25% | |
| 93 | CSCOCISCO SYS INC | 55,810 | $3.3B | 0.25% | |
| 94 | BACBANK AMERICA CORP | 74,606 | $3.3B | 0.25% | |
| 95 | LINLINDE PLC | 7,788 | $3.3B | 0.25% | |
| 96 | SMBVANECK ETF TRUST | 185,647 | $3.2B | 0.24% | |
| 97 | WECWEC ENERGY GROUP INC | 33,163 | $3.1B | 0.23% | |
| 98 | TMOTHERMO FISHER SCIENTIFIC INC | 5,991 | $3.1B | 0.23% | |
| 99 | NDAQNASDAQ INC | 40,173 | $3.1B | 0.23% | |
| 100 | BKBANK NEW YORK MELLON CORP | 39,907 | $3.1B | 0.23% |
Page 1 of 5Next