Prosperity Consulting Group, LLC Portfolio Holdings
Prosperity Consulting Group, LLC
- $1.31 Billion
- Q4 2024
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.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 463
- Current Value $1.31 Billion
- Prior Value $1.26 Billion
- Filing
- Period Q4 2024
- Filing Date February 14, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 28 stocks
- Additional Purchases 238 stocks
- Sold out of 0 stocks
- Reduced holdings in 172 stocks