$218 Million is the total value of Prosperity Consulting Group, LLC's 147 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DFEB | FIRST TR EXCHNG TRADED FD VIus eqt deep dufr | $258,696 | -1.5% | 7,424 | 0.0% | 0.12% | -26.1% | |
| FDEC | FIRST TR EXCHNG TRADED FD VIft cboe eqty bfr | $226,201 | -2.3% | 6,428 | 0.0% | 0.10% | -26.8% | |
| DOCT | FIRST TR EXCHNG TRADED FD VIvest us eqt dep | $210,602 | -0.8% | 6,085 | 0.0% | 0.10% | -25.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 8 | Q3 2023 | 15.5% |
| SPDR SER TR | 8 | Q3 2023 | 6.5% |
| J P MORGAN EXCHANGE-TRADED F | 8 | Q3 2023 | 5.9% |
| ISHARES TR | 8 | Q3 2023 | 4.8% |
| APPLE INC | 8 | Q3 2023 | 4.2% |
| AMAZON COM INC | 8 | Q3 2023 | 4.3% |
| MICROSOFT CORP | 8 | Q3 2023 | 3.2% |
| J P MORGAN EXCHANGE-TRADED F | 8 | Q3 2023 | 3.4% |
| VANGUARD TAX-MANAGED INTL FD | 8 | Q3 2023 | 2.9% |
| JPMORGAN CHASE & CO | 8 | Q3 2023 | 2.3% |
View Prosperity Consulting Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-01 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-07-25 |
| 13F-HR | 2023-04-24 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-10-17 |
| 13F-HR | 2022-07-25 |
| 13F-HR | 2022-04-19 |
| 13F-HR | 2022-02-10 |
View Prosperity Consulting Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.