CIK 1910398
Prosperity Consulting Group, LLC
Institutional 13F holdings & portfolio
Holdings
503
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 251–300 of 503
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FE | FIRSTENERGY CORP | 22K | $500K+ | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 17K | $500K+ | SH |
| RF | REGIONS FINANCIAL CORP NEW | 36K | $500K+ | SH |
| SCCO | SOUTHERN COPPER CORP | 7K | $500K+ | SH |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 16K | $500K+ | SH |
| AKRE | PROFESIONALLY MANAGED PORTFO | 14K | $500K+ | SH |
| FJUL | FIRST TR EXCHNG TRADED FD VI | 17K | $500K+ | SH |
| GDX | VANECK ETF TRUST | 11K | $500K+ | SH |
| LMT | LOCKHEED MARTIN CORP | 2K | $500K+ | SH |
| LOW | LOWES COS INC | 4K | $500K+ | SH |
| NI | NISOURCE INC | 22K | $500K+ | SH |
| AVDV | AMERICAN CENTY ETF TR | 10K | $500K+ | SH |
| BBJP | J P MORGAN EXCHANGE TRADED F | 14K | $500K+ | SH |
| BOND | PIMCO ETF TR | 10K | $500K+ | SH |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 3K | $500K+ | SH |
| DE | DEERE & CO | 2K | $500K+ | SH |
| NOW | SERVICENOW INC | 6K | $500K+ | SH |
| GLDM | WORLD GOLD TR | 10K | $500K+ | SH |
| USMV | ISHARES TR | 9K | $500K+ | SH |
| TT | TRANE TECHNOLOGIES PLC | 2K | $500K+ | SH |
| GD | GENERAL DYNAMICS CORP | 3K | $500K+ | SH |
| VB | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| ADBE | ADOBE INC | 2K | $500K+ | SH |
| APH | AMPHENOL CORP NEW | 6K | $500K+ | SH |
| EEM | ISHARES TR | 15K | $500K+ | SH |
| TFC | TRUIST FINL CORP | 16K | $500K+ | SH |
| PGR | PROGRESSIVE CORP | 4K | $500K+ | SH |
| D | DOMINION ENERGY INC | 14K | $500K+ | SH |
| DTE | DTE ENERGY CO | 6K | $500K+ | SH |
| MS | MORGAN STANLEY | 5K | $500K+ | SH |
| PAYX | PAYCHEX INC | 7K | $500K+ | SH |
| FNF | FIDELITY NATIONAL FINANCIAL | 15K | $500K+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 11K | $500K+ | SH |
| XEL | XCEL ENERGY INC | 11K | $500K+ | SH |
| ES | EVERSOURCE ENERGY | 11K | $500K+ | SH |
| EPP | ISHARES INC | 15K | $500K+ | SH |
| EWU | ISHARES TR | 18K | $500K+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 23K | $500K+ | SH |
| LQDW | ISHARES TR | 31K | $500K+ | SH |
| COP | CONOCOPHILLIPS | 8K | $500K+ | SH |
| STIP | ISHARES TR | 7K | $500K+ | SH |
| VGT | VANGUARD WORLD FD | 988 | $500K+ | SH |
| HWM | HOWMET AEROSPACE INC | 4K | $500K+ | SH |
| SRLN | SSGA ACTIVE ETF TR | 18K | $500K+ | SH |
| JMUB | J P MORGAN EXCHANGE TRADED F | 15K | $500K+ | SH |
| UBER | UBER TECHNOLOGIES INC | 9K | $500K+ | SH |
| SYK | STRYKER CORPORATION | 2K | $500K+ | SH |
| NSC | NORFOLK SOUTHN CORP | 3K | $500K+ | SH |
| TAXF | AMERICAN CENTY ETF TR | 15K | $500K+ | SH |
| AMAT | APPLIED MATLS INC | 3K | $500K+ | SH |