Prosperity Consulting Group, LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationowings mills, MD
- CIK0001910398
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
463 | $1.33B | IVV, AAPL, AGG, JEPI | 13F-HR | Feb 14, 2025 | 000143774925003898 | ||
458 | $1.28B | IVV, AAPL, AGG, JEPI | 13F-HR | Oct 15, 2024 | 000143774924031199 | ||
303 | $737.46M | IVV, AGG, JEPI, AAPL | 13F-HR | Aug 8, 2024 | 000143774924025576 | ||
331 | $797.74M | AGG, IVV, JEPI, AAPL | 13F-HR | May 1, 2024 | 000143774924014075 | ||
202 | $298.50M | IVV, JEPI, AAPL, SPY | 13F-HR | Feb 13, 2024 | 000143774924003860 | ||
147 | $217.61M | IVV, SPY, AAPL, IWM | 13F-HR | Nov 14, 2023 | 000143774923031702 | ||
105 | $162.78M | IVV, IWM, KRE, AAPL | 13F-HR | Jul 25, 2023 | 000143774923020593 | ||
104 | $158.20M | IVV, IWM, KRE, JPST | 13F-HR | Apr 24, 2023 | 000143774923010853 | ||
101 | $150.04M | IVV, KRE, JPST, IWM | 13F-HR | Feb 8, 2023 | 000143774923002752 | ||
96 | $121.87M | IVV, JPST, KRE, DAUG | 13F-HR | Oct 17, 2022 | 000143774922024196 | ||
88 | $115.42M | IVV, KRE, JPST, IWM | 13F-HR | Jul 25, 2022 | 000143774922017678 | ||
94 | $134.66M | IVV, KRE, JPST, AMZN | 13F-HR | Apr 19, 2022 | 000143774922009232 | ||
97 | $133.27M | IVV, KRE, JPST, IWM | 13F-HR | Feb 10, 2022 | 000143774922002983 |