Prosperity Consulting Group, LLC Portfolio Holdings
Prosperity Consulting Group, LLC
- $1.26 Billion
- Q3 2024
Prosperity Consulting Group, LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.26 Billion distributed in 458 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 $72.6M, Apple Inc. with a value of $61.9M, Ishares Core U.S. Aggregate Bo with a value of $48.3M, J P Morgan Exchange Traded Fd with a value of $38.8M, and Schwab Strategic Tr Us Dividen with a value of $29.1M.
Examining the 13F form we can see an increase of $539M in the current position value, from $721M to 1.26B.
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 458
- Current Value $1.26 Billion
- Prior Value $721 Million
- Filing
- Period Q3 2024
- Filing Date October 15, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 166 stocks
- Additional Purchases 161 stocks
- Sold out of 0 stocks
- Reduced holdings in 123 stocks