Prosperity Consulting Group, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.31 Billion distributed in 463 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $76.9M, Apple Inc. with a value of $66.9M, Ishares Core U.S. Aggregate Bo with a value of $43.2M, J P Morgan Exchange Traded Fd with a value of $40.9M, and Technology Sector Spdr with a value of $31.5M.
Examining the 13F form we can see an increase of $47.4M in the current position value, from $1.26B to 1.31B.
Below you can find more details about Prosperity Consulting Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.31 Billion
ETFs: $718 Million
Technology: $176 Million
Financial Services: $106 Million
Healthcare: $51.3 Million
Industrials: $49.7 Million
Consumer Cyclical: $49.5 Million
Consumer Defensive: $43.4 Million
Communication Services: $42.2 Million
Other: $67.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
