Prosperity Consulting Group, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
PC Prosperity Consulting Group, LLC | Institutional Filer | ▲ 1.08% | $2.25B | 518 |
Current Portfolio Holdings
Showing all 518 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 442K | $288.8M | 12.85% |
| 2 | EFA | ISHARES TR | — | 1.1M | $108.1M | 4.81% |
| 3 | JEPI | J P MORGAN EXCHANGE TRADED F | — | 1.4M | $77.7M | 3.46% |
| 4 | QQQ | Invesco QQQ Trust | — | 126K | $72.7M | 3.24% |
| 5 | IWY | ISHARES TR | — | 292K | $72.7M | 3.23% |
| 6 | AAPL | Apple Inc. | Technology | 274K | $69.5M | 3.09% |
| 7 | MGV | VANGUARD WORLD FD | — | 373K | $54.1M | 2.41% |
| 8 | QQQM | INVESCO EXCH TRADED FD TR II | — | 220K | $52.4M | 2.33% |
| 9 | QUAL | ISHARES TR | — | 265K | $50.8M | 2.26% |
| 10 | ICSH | ISHARES TR | — | 894K | $45.2M | 2.01% |
| 11 | EFV | ISHARES TR | — | 580K | $43.1M | 1.92% |
| 12 | AGG | ISHARES TR | — | 375K | $37.2M | 1.66% |
| 13 | SPY | SPDR S&P 500 ETF Trust | — | 56K | $36.3M | 1.61% |
| 14 | XLK | Technology Select Sector SPDR Fund | — | 261K | $34.7M | 1.55% |
| 15 | VO | VANGUARD INDEX FDS | — | 114K | $32.8M | 1.46% |
Showing 1 to 15 of 518 holdings