Prosperity Consulting Group, LLC Q3 2024 Filing

Filed October 15, 2024

Portfolio Value

$1.3B

Holdings

458

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (458 positions)

#StockSharesValue% PortfolioType
1
IVVISHARES TR
125,833$72.6T5663070.73%
2
AAPLAPPLE INC
265,733$61.9T4830808.36%
3
AGGISHARES TR
476,893$48.3T3768070.86%
4
JEPIJ P MORGAN EXCHANGE TRADED F
652,445$38.8T3029364.71%
5
SCHDSCHWAB STRATEGIC TR
343,683$29.1T2266659.28%
6
MSFTMICROSOFT CORP
65,140$28.0T2186951.43%
7
XLKSELECT SECTOR SPDR TR
114,211$25.8T2011744.28%
8
SPYSPDR S&P 500 ETF TR
38,096$21.9T1705414.58%
9
QQQMINVESCO EXCH TRADED FD TR II
98,718$19.8T1546976.72%
10
SDYSPDR SER TR
118,696$16.9T1315423.33%
11
BRK/BBERKSHIRE HATHAWAY INC DEL
35,327$16.3T1268608.66%
12
IVWISHARES TR
169,784$16.3T1268391.61%
13
AMZNAMAZON COM INC
81,951$15.3T1191392.13%
14
NVDANVIDIA CORPORATION
109,998$13.4T1042228.69%
15
XLVSELECT SECTOR SPDR TR
86,600$13.3T1040664.81%
16
IWSISHARES TR
92,642$12.3T955916.18%
17
JPSTJ P MORGAN EXCHANGE TRADED F
238,094$12.1T942577.29%
18
IGIBISHARES TR
223,471$12.0T936644.64%
19
XLYSELECT SECTOR SPDR TR
57,223$11.5T894577.39%
20
EFVISHARES TR
181,841$10.5T816213.23%
21
GOOGLALPHABET INC
62,418$10.4T807693.14%
22
COSTCOSTCO WHSL CORP NEW
11,508$10.2T795981.16%
23
XLCSELECT SECTOR SPDR TR
111,042$10.0T783198.41%
24
COWZPACER FDS TR
172,750$10.0T779449.05%
25
FVDFIRST TR VALUE LINE DIVID IN
218,191$9.9T774410.39%
26
DGRWWISDOMTREE TR
114,708$9.5T744706.51%
27
JPMJPMORGAN CHASE & CO.
45,063$9.5T741357.10%
28
HDHOME DEPOT INC
23,313$9.4T737043.65%
29
VEAVANGUARD TAX-MANAGED FDS
177,768$9.4T732467.03%
30
XLFSELECT SECTOR SPDR TR
200,545$9.1T709118.21%
31
EFGISHARES TR
83,293$9.0T699585.08%
32
DGSWISDOMTREE TR
160,731$8.6T673427.46%
33
XOMEXXON MOBIL CORP
70,435$8.3T644184.78%
34
VVISA INC
29,900$8.2T641425.53%
35
DESWISDOMTREE TR
234,331$8.1T630581.08%
36
AVGOBROADCOM INC
44,400$7.7T597576.56%
37
VIGVANGUARD SPECIALIZED FUNDS
38,533$7.6T595446.63%
38
LLYELI LILLY & CO
8,345$7.4T576821.50%
39
UNHUNITEDHEALTH GROUP INC
12,489$7.3T569735.07%
40
IWYISHARES TR
32,521$7.2T558345.40%
41
SAPSAP SE
28,929$6.6T517101.98%
42
JMSTJ P MORGAN EXCHANGE TRADED F
128,470$6.5T510597.66%
43
MCDMCDONALDS CORP
20,858$6.4T495561.95%
44
IBMINTERNATIONAL BUSINESS MACHS
28,263$6.2T487512.64%
45
GOOGALPHABET INC
36,879$6.2T481064.35%
46
OKEONEOK INC NEW
67,428$6.1T479423.54%
47
MRKMERCK & CO INC
53,349$6.1T472678.61%
48
DGROISHARES TR
96,425$6.0T471636.00%
49
VTWOVANGUARD SCOTTSDALE FDS
65,303$5.8T455292.79%
50
IWPISHARES TR
49,117$5.8T449484.66%
51
NDQINVESCO QQQ TR
11,719$5.7T446260.79%
52
WSOWATSCO INC
11,494$5.7T441111.18%
53
IWMISHARES TR
24,734$5.5T426277.22%
54
VOTVANGUARD INDEX FDS
22,434$5.5T426161.44%
55
QCOMQUALCOMM INC
32,057$5.5T425323.32%
56
BACVERIZON COMMUNICATIONS INC
120,682$5.4T422865.00%
57
FJANFIRST TR EXCHNG TRADED FD VI
121,100$5.4T422535.91%
58
RSGREPUBLIC SVCS INC
26,730$5.4T418852.40%
59
DAUGFIRST TR EXCHNG TRADED FD VI
133,570$5.2T407789.88%
60
ABBVABBVIE INC
26,427$5.2T407184.04%
61
PPAINVESCO EXCHANGE TRADED FD T
45,281$5.2T406180.99%
62
TSMTAIWAN SEMICONDUCTOR MFG LTD
29,583$5.1T400852.63%
63
BSVVANGUARD BD INDEX FDS
63,318$5.0T388743.98%
64
IWFISHARES TR
12,918$4.8T378347.46%
65
ARESARES MANAGEMENT CORPORATION
30,746$4.8T373839.58%
66
METAMETA PLATFORMS INC
8,246$4.7T368269.89%
67
MUBISHARES TR
41,538$4.5T352057.05%
68
SNASNAP ON INC
15,432$4.5T348826.86%
69
CITCINTAS CORP
21,383$4.4T343480.24%
70
XEXGXEATON VANCE TAX-MANAGED GLOB
496,811$4.3T338006.52%
71
PGPROCTER AND GAMBLE CO
24,732$4.3T334212.30%
72
BUFRFIRST TR EXCHNG TRADED FD VI
142,877$4.3T333200.75%
73
IEMGISHARES INC
72,326$4.2T323964.26%
74
SCHASCHWAB STRATEGIC TR
78,464$4.0T315280.55%
75
ADPAUTOMATIC DATA PROCESSING IN
14,321$4.0T309208.01%
76
RELXRELX PLC
83,287$4.0T308405.87%
77
MRSHMARSH & MCLENNAN COS INC
17,586$3.9T306096.73%
78
XLISELECT SECTOR SPDR TR
28,403$3.8T300146.76%
79
CALFPACER FDS TR
81,021$3.8T294074.61%
80
HCAHCA HEALTHCARE INC
9,138$3.7T289764.59%
81
VONGVANGUARD SCOTTSDALE FDS
37,959$3.7T285854.98%
82
FDLFIRST TR MORNINGSTAR DIVID L
87,019$3.7T284815.26%
83
FBNDFIDELITY MERRIMACK STR TR
78,076$3.6T284723.27%
84
WMTWALMART INC
44,876$3.6T282731.29%
85
TMOTHERMO FISHER SCIENTIFIC INC
5,804$3.6T280089.62%
86
SHYGISHARES TR
82,670$3.6T280062.78%
87
LINLINDE PLC
7,456$3.6T277407.22%
88
ADBEADOBE INC
6,629$3.4T267800.28%
89
AJGGALLAGHER ARTHUR J & CO
12,030$3.4T264100.55%
90
WECWEC ENERGY GROUP INC
34,863$3.4T261617.10%
91
ULUNILEVER PLC
51,406$3.3T260541.88%
92
SMBVANECK ETF TRUST
192,765$3.3T260040.43%
93
SOXXISHARES TR
14,179$3.3T255096.09%
94
MAMASTERCARD INCORPORATED
6,595$3.3T254104.82%
95
AWCAMERICAN WTR WKS CO INC NEW
21,768$3.2T248376.98%
96
CSCOCISCO SYS INC
58,183$3.1T241597.10%
97
AOAISHARES TR
39,183$3.1T241239.44%
98
TXNTEXAS INSTRS INC
14,885$3.1T239904.72%
99
PYPLPAYPAL HLDGS INC
39,081$3.0T237927.64%
100
GQ9SPDR GOLD TR
12,453$3.0T236159.35%
Page 1 of 5Next