Prosperity Consulting Group, LLC holdings history

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173 is the total number of securities Prosperity Consulting Group, LLC has owned. The longest Prosperity Consulting Group, LLC has owned a single stock is 8 quarters.

Prosperity Consulting Group, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
IVV ISHARES TR889.76%13.22%15.52%Q4 2021Q3 20238
SDY SPDR SER TR882.94%5.17%6.51%Q4 2021Q3 20238
JPST J P MORGAN EXCHANGE-TR...882.35%4.45%5.94%Q4 2021Q3 20238
IWM ISHARES TR883.40%4.09%4.82%Q4 2021Q3 20238
AAPL APPLE INC882.90%3.60%4.20%Q4 2021Q3 20238
AMZN AMAZON COM INC882.08%2.99%4.34%Q4 2021Q3 20238
MSFT MICROSOFT CORP882.11%2.57%3.21%Q4 2021Q3 20238
JMST J P MORGAN EXCHANGE-TR...880.88%2.30%3.38%Q4 2021Q3 20238
VEA VANGUARD TAX-MANAGED I...881.69%2.19%2.87%Q4 2021Q3 20238
JPM JPMORGAN CHASE & CO881.69%1.88%2.26%Q4 2021Q3 20238
V VISA INC881.35%1.84%2.23%Q4 2021Q3 20238
VXF VANGUARD INDEX FDS881.00%1.81%2.43%Q4 2021Q3 20238
SCHD SCHWAB STRATEGIC TR881.04%1.75%2.27%Q4 2021Q3 20238
COST COSTCO WHSL CORP NEW881.19%1.58%1.96%Q4 2021Q3 20238
GOOGL ALPHABET INC881.19%1.50%1.97%Q4 2021Q3 20238
BRKB BERKSHIRE HATHAWAY INC...881.28%1.44%1.71%Q4 2021Q3 20238
QQQ INVESCO QQQ TR881.06%1.44%1.80%Q4 2021Q3 20238
SPY SPDR S&P 500 ETF TR880.81%1.40%4.82%Q4 2021Q3 20238
SCZ ISHARES TR880.75%1.34%1.83%Q4 2021Q3 20238
PFE PFIZER INC880.74%1.31%1.65%Q4 2021Q3 20238
CSCO CISCO SYS INC881.15%1.31%1.56%Q4 2021Q3 20238
VWO VANGUARD INTL EQUITY I...880.56%1.26%1.87%Q4 2021Q3 20238
BAC BK OF AMERICA CORP880.67%1.22%1.88%Q4 2021Q3 20238
PG PROCTER AND GAMBLE CO880.96%1.17%1.35%Q4 2021Q3 20238
VCSH VANGUARD SCOTTSDALE FDS880.34%1.15%1.88%Q4 2021Q3 20238
VZ VERIZON COMMUNICATIONS...880.52%0.98%1.40%Q4 2021Q3 20238
JNJ JOHNSON & JOHNSON880.66%0.89%1.16%Q4 2021Q3 20238
BMY BRISTOL-MYERS SQUIBB CO880.27%0.81%1.30%Q4 2021Q3 20238
VNQ VANGUARD INDEX FDS880.54%0.80%1.20%Q4 2021Q3 20238
GOOG ALPHABET INC880.54%0.74%0.98%Q4 2021Q3 20238
AVGO BROADCOM INC880.55%0.65%0.80%Q4 2021Q3 20238
T AT&T INC880.33%0.64%0.87%Q4 2021Q3 20238
LUV SOUTHWEST AIRLS CO880.28%0.63%0.97%Q4 2021Q3 20238
RTX RTX CORPORATION880.23%0.61%0.92%Q4 2021Q3 20238
KO COCA COLA CO880.46%0.60%0.76%Q4 2021Q3 20238
TSM TAIWAN SEMICONDUCTOR M...880.37%0.59%0.81%Q4 2021Q3 20238
UNH UNITEDHEALTH GROUP INC880.34%0.57%0.87%Q4 2021Q3 20238
MCD MCDONALDS CORP880.46%0.53%0.75%Q4 2021Q3 20238
PM PHILIP MORRIS INTL INC880.37%0.53%0.69%Q4 2021Q3 20238
SYY SYSCO CORP880.25%0.52%0.74%Q4 2021Q3 20238
AJG GALLAGHER ARTHUR J & CO880.44%0.51%0.56%Q4 2021Q3 20238
VTI VANGUARD INDEX FDS880.18%0.50%0.70%Q4 2021Q3 20238
HD HOME DEPOT INC880.39%0.50%0.61%Q4 2021Q3 20238
DIS DISNEY WALT CO880.30%0.48%0.66%Q4 2021Q3 20238
PGR PROGRESSIVE CORP880.22%0.47%0.67%Q4 2021Q3 20238
BA BOEING CO880.33%0.46%0.54%Q4 2021Q3 20238
IWB ISHARES TR880.23%0.44%0.50%Q4 2021Q3 20238
FB META PLATFORMS INC880.18%0.42%0.73%Q4 2021Q3 20238
EFA ISHARES TR880.30%0.38%0.44%Q4 2021Q3 20238
PEP PEPSICO INC880.32%0.36%0.41%Q4 2021Q3 20238
QQQJ INVESCO EXCH TRADED FD...880.28%0.35%0.44%Q4 2021Q3 20238
LOW LOWES COS INC880.24%0.33%0.40%Q4 2021Q3 20238
NVDA NVIDIA CORPORATION880.18%0.32%0.62%Q4 2021Q3 20238
ED CONSOLIDATED EDISON INC880.20%0.32%0.42%Q4 2021Q3 20238
VUG VANGUARD INDEX FDS880.25%0.29%0.33%Q4 2021Q3 20238
TXN TEXAS INSTRS INC880.17%0.29%0.36%Q4 2021Q3 20238
WMT WALMART INC880.20%0.28%0.56%Q4 2021Q3 20238
CAT CATERPILLAR INC880.19%0.27%0.66%Q4 2021Q3 20238
MRK MERCK & CO INC880.20%0.27%0.60%Q4 2021Q3 20238
IJH ISHARES TR880.18%0.27%0.30%Q4 2021Q3 20238
IWO ISHARES TR880.11%0.27%0.40%Q4 2021Q3 20238
VTWO VANGUARD SCOTTSDALE FDS880.17%0.24%0.29%Q4 2021Q3 20238
MA MASTERCARD INCORPORATED880.19%0.23%0.28%Q4 2021Q3 20238
FAST FASTENAL CO880.12%0.23%0.41%Q4 2021Q3 20238
VLU SPDR SER TR880.13%0.22%0.29%Q4 2021Q3 20238
SNA SNAP ON INC880.16%0.21%0.25%Q4 2021Q3 20238
PNC PNC FINL SVCS GROUP INC880.14%0.21%0.33%Q4 2021Q3 20238
DE DEERE & CO880.14%0.21%0.29%Q4 2021Q3 20238
BIV VANGUARD BD INDEX FDS880.10%0.19%0.24%Q4 2021Q3 20238
VOD VODAFONE GROUP PLC NEW880.09%0.18%0.27%Q4 2021Q3 20238
VB VANGUARD INDEX FDS880.10%0.17%0.22%Q4 2021Q3 20238
BDX BECTON DICKINSON & CO880.11%0.17%0.21%Q4 2021Q3 20238
QQQM INVESCO EXCH TRADED FD...770.21%1.30%2.29%Q1 2022Q3 20237
BX BLACKSTONE INC770.38%0.56%0.85%Q1 2022Q3 20237
ABBV ABBVIE INC430.17%0.26%0.55%Q4 2021Q3 20237
TSLA TESLA INC430.14%0.23%0.32%Q4 2021Q3 20237
LMT LOCKHEED MARTIN CORP430.16%0.18%0.22%Q4 2021Q3 20237
TROW PRICE T ROWE GROUP INC770.13%0.18%0.23%Q4 2021Q2 20237
SLY SPDR SER TR660.44%0.54%0.59%Q4 2021Q1 20236
F FORD MTR CO DEL660.39%0.52%0.59%Q2 2022Q3 20236
XLP SELECT SECTOR SPDR TR510.14%0.18%0.21%Q4 2021Q3 20236
GLD SPDR GOLD TR660.13%0.18%0.22%Q2 2022Q3 20236
NKE NIKE INC330.14%0.17%0.20%Q4 2021Q2 20236
TGT TARGET CORP310.10%0.17%0.21%Q4 2021Q3 20236
DAUG FIRST TR EXCHNG TRADED...552.44%3.37%4.15%Q3 2022Q3 20235
JEPI J P MORGAN EXCHANGE TR...550.50%1.61%2.28%Q3 2022Q3 20235
HON HONEYWELL INTL INC550.55%0.79%0.94%Q3 2022Q3 20235
DSEP FIRST TR EXCHNG TRADED...550.54%0.70%0.88%Q3 2022Q3 20235
VTV VANGUARD INDEX FDS550.50%0.69%0.93%Q3 2022Q3 20235
AMP AMERIPRISE FINL INC550.29%0.36%0.38%Q3 2022Q3 20235
MMM 3M CO550.25%0.30%0.34%Q4 2021Q4 20225
MDLZ MONDELEZ INTL INC550.23%0.25%0.28%Q3 2022Q3 20235
FSEP FIRST TR EXCHNG TRADED...550.18%0.20%0.23%Q3 2022Q3 20235
PREDICTIVE ONCOLOGY INC550.00%0.00%0.01%Q1 2022Q1 20235
AVDV AMERICAN CENTY ETF TR442.37%3.15%3.51%Q4 2022Q3 20234
AVEM AMERICAN CENTY ETF TR441.56%2.13%2.40%Q4 2022Q3 20234
YDEC FIRST TR EXCHNG TRADED...440.32%0.45%0.56%Q4 2022Q3 20234
INTC INTEL CORP310.10%0.18%0.22%Q4 2021Q3 20234
WARNER BROS DISCOVERY INC440.07%0.10%0.13%Q2 2022Q1 20234
ORGANIGRAM HLDGS INC440.01%0.01%0.01%Q4 2021Q3 20224
LINDE PLC330.51%0.61%0.67%Q1 2023Q3 20233
IWF ISHARES TR210.12%0.38%0.79%Q4 2021Q3 20233
XOM EXXON MOBIL CORP330.21%0.27%0.39%Q1 2023Q3 20233
GD GENERAL DYNAMICS CORP330.22%0.24%0.25%Q1 2023Q3 20233
DDEC FIRST TR EXCHNG TRADED...330.20%0.22%0.23%Q4 2022Q2 20233
VIG VANGUARD SPECIALIZED F...210.12%0.16%0.17%Q4 2021Q3 20233
DFEB FIRST TR EXCHNG TRADED...330.12%0.15%0.16%Q1 2023Q3 20233
FDEC FIRST TR EXCHNG TRADED...330.10%0.13%0.14%Q1 2023Q3 20233
PLD PROLOGIS INC.220.95%0.95%0.96%Q4 2021Q1 20222
FBND FIDELITY MERRIMACK STR TR220.74%0.85%0.96%Q4 2021Q1 20222
LIN LINDE PLC220.65%0.66%0.66%Q3 2022Q4 20222
FIRST TR EXCHNG TRADED...220.56%0.56%0.57%Q4 2022Q1 20232
YJUN FIRST TR EXCHNG TRADED...220.44%0.52%0.60%Q2 2023Q3 20232
NFLX NETFLIX INC220.34%0.36%0.37%Q4 2021Q1 20222
SPSM SPDR SER TR220.26%0.33%0.40%Q2 2023Q3 20232
ORCL ORACLE CORP220.13%0.33%0.52%Q2 2023Q3 20232
CVX CHEVRON CORP NEW110.17%0.25%0.33%Q1 2022Q3 20232
PYPL PAYPAL HLDGS INC220.24%0.25%0.26%Q4 2021Q1 20222
HMOP HARTFORD FDS EXCHANGE ...220.18%0.21%0.24%Q4 2021Q1 20222
SASR SANDY SPRING BANCORP INC220.15%0.15%0.16%Q4 2021Q1 20222
FIRST TR EXCHNG TRADED...220.12%0.13%0.14%Q4 2022Q1 20232
CVS CVS HEALTH CORP110.10%0.13%0.15%Q4 2021Q3 20232
DOCT FIRST TR EXCHNG TRADED...220.10%0.11%0.13%Q2 2023Q3 20232
SCHA SCHWAB STRATEGIC TR112.70%2.70%2.70%Q3 2023Q3 20231
IWS ISHARES TR111.16%1.16%1.16%Q3 2023Q3 20231
AGG ISHARES TR111.05%1.05%1.05%Q3 2023Q3 20231
AMGN AMGEN INC110.70%0.70%0.70%Q3 2023Q3 20231
BGS B & G FOODS INC NEW110.54%0.54%0.54%Q4 2021Q4 20211
XLK SELECT SECTOR SPDR TR110.48%0.48%0.48%Q3 2023Q3 20231
TSN TYSON FOODS INC110.46%0.46%0.46%Q4 2021Q4 20211
IWP ISHARES TR110.42%0.42%0.42%Q3 2023Q3 20231
EFV ISHARES TR110.41%0.41%0.41%Q3 2023Q3 20231
EIG EMPLOYERS HLDGS INC110.38%0.38%0.38%Q4 2021Q4 20211
IWD ISHARES TR110.36%0.36%0.36%Q3 2023Q3 20231
ABT ABBOTT LABS110.32%0.32%0.32%Q3 2023Q3 20231
AXP AMERICAN EXPRESS CO110.29%0.29%0.29%Q3 2023Q3 20231
NOC NORTHROP GRUMMAN CORP110.28%0.28%0.28%Q4 2021Q4 20211
DJUL FIRST TR EXCHNG TRADED...110.25%0.25%0.25%Q3 2023Q3 20231
IBM INTERNATIONAL BUSINESS...110.24%0.24%0.24%Q3 2023Q3 20231
TIP ISHARES TR110.24%0.24%0.24%Q3 2022Q3 20221
XLV SELECT SECTOR SPDR TR110.21%0.21%0.21%Q3 2023Q3 20231
XLY SELECT SECTOR SPDR TR110.20%0.20%0.20%Q3 2023Q3 20231
EFG ISHARES TR110.20%0.20%0.20%Q3 2023Q3 20231
ASML ASML HOLDING N V110.19%0.19%0.19%Q3 2023Q3 20231
COP CONOCOPHILLIPS110.17%0.17%0.17%Q3 2023Q3 20231
TOTL SSGA ACTIVE ETF TR110.16%0.16%0.16%Q3 2023Q3 20231
LLY ELI LILLY & CO110.15%0.15%0.15%Q3 2023Q3 20231
CMCSA COMCAST CORP NEW110.15%0.15%0.15%Q3 2023Q3 20231
ADBE ADOBE INC110.14%0.14%0.14%Q3 2023Q3 20231
XLF SELECT SECTOR SPDR TR110.14%0.14%0.14%Q3 2023Q3 20231
ACN ACCENTURE PLC IRELAND110.14%0.14%0.14%Q3 2023Q3 20231
YMAR FIRST TR EXCHNG TRADED...110.13%0.13%0.13%Q2 2023Q2 20231
JNK SPDR SER TR110.13%0.13%0.13%Q3 2023Q3 20231
BSX BOSTON SCIENTIFIC CORP110.13%0.13%0.13%Q3 2023Q3 20231
VO VANGUARD INDEX FDS110.12%0.12%0.12%Q2 2023Q2 20231
ETN EATON CORP PLC110.12%0.12%0.12%Q3 2023Q3 20231
INTU INTUIT110.11%0.11%0.11%Q3 2023Q3 20231
PRU PRUDENTIAL FINL INC110.11%0.11%0.11%Q3 2023Q3 20231
GUGGENHEIM ACTIVE ALLO...110.11%0.11%0.11%Q3 2022Q3 20221
D DOMINION ENERGY INC110.11%0.11%0.11%Q3 2023Q3 20231
SO SOUTHERN CO110.11%0.11%0.11%Q3 2023Q3 20231
ZTS ZOETIS INC110.10%0.10%0.10%Q3 2023Q3 20231
MDT MEDTRONIC PLC110.10%0.10%0.10%Q3 2023Q3 20231
MCO MOODYS CORP110.10%0.10%0.10%Q3 2023Q3 20231
SLQT SELECTQUOTE INC110.10%0.10%0.10%Q4 2021Q4 20211
MO ALTRIA GROUP INC110.10%0.10%0.10%Q3 2023Q3 20231
MET METLIFE INC110.10%0.10%0.10%Q3 2023Q3 20231
IWR ISHARES TR110.10%0.10%0.10%Q3 2023Q3 20231
BLK BLACKROCK INC110.10%0.10%0.10%Q3 2023Q3 20231
BWB BRIDGEWATER BANCSHARES...110.10%0.10%0.10%Q3 2023Q3 20231
VOO VANGUARD INDEX FDS110.09%0.09%0.09%Q3 2023Q3 20231
SNPS SYNOPSYS INC110.09%0.09%0.09%Q3 2023Q3 20231
QCOM QUALCOMM INC110.09%0.09%0.09%Q3 2023Q3 20231
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The securities at the top of the list , including ISHARES TR, SPDR SER TR, and J P MORGAN EXCHANGE-TRADED F, are the highest-conviction holdings of Prosperity Consulting Group, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Prosperity Consulting Group, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Prosperity Consulting Group, LLC owns currently or has owned in the past.