Prosperity Advisers, LLC
CIK
2042930
Location
FORT WASHINGTON, PA
Portfolio Value
Micro
$9,550,281
Diversification
Diversified
Filing Date
Global Rank
#7,777
/ 8,232
▲ 164
Top Industry
Semiconductors
16.0%
3Y Alpha vs SPY
-13.7%
Period ended 2 months ago
Filed Apr 24, 2026 · 51d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+5.2%
SPY
+9.1%
Annualised alpha
-13.7%
Max drawdown
−9.7%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
19 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
12.5%
−0.0 pts
Top 5
52.0%
−1.0 pts
Top 10
74.7%
+0.3 pts
HHI
730
Diversified−8
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 45.0% | $4,295,176 |
| Consumer Cyclical | 21.2% | $2,021,020 |
| Utilities | 8.4% | $799,206 |
| Unclassified | 8.3% | $788,156 |
| Communication Services | 6.2% | $587,876 |
| Financial Services | 5.2% | $495,674 |
| Healthcare | 3.0% | $289,905 |
| Industrials | 2.9% | $273,268 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | +399 | 6,836 | $1,192,198 | |
| GLD | Spdr Gold Trust | +150 | 1,161 | $499,566 | |
| GOOGL | Alphabet Inc. | +108 | 966 | $277,782 | |
| AMZN | Amazon Com Inc | +91 | 3,731 | $777,055 | |
| META | Meta Platforms, Inc. | +69 | 542 | $310,094 | |
| MSFT | Microsoft Corp | +46 | 1,469 | $543,779 | |
| QQQ | Invesco Qqq Trust, Series 1 | +35 | 500 | $288,590 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MU | Micron Technology Inc | 610 | $206,082 | |
| No positions match the current search. | ||||
19 positions ·
$9,550,281 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Added | 6,836 | $1,192,198 | 12.48% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Held | 5,185 | $1,053,488 | 11.03% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 4,021 | $1,020,489 | 10.69% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 2,481 | $922,311 | 9.66% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 3,731 | $777,055 | 8.14% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,469 | $543,779 | 5.69% | |
| GLD |
Spdr Gold Trust
|
Added | 1,161 | $499,566 | 5.23% | |
| ED |
Consolidated Edison Inc
Utilities
|
Reduced | 3,968 | $449,098 | 4.70% | |
| PEG |
Public Service Enterprise Group Inc
Utilities
|
Held | 4,325 | $350,108 | 3.67% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Held | 978 | $321,654 | 3.37% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 542 | $310,094 | 3.25% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 1,186 | $289,905 | 3.04% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 500 | $288,590 | 3.02% | |
| BR |
Broadridge Financial Solutions, Inc.
Technology
|
Held | 1,718 | $279,140 | 2.92% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 966 | $277,782 | 2.91% | |
| BA |
Boeing Co
Industrials
|
Held | 1,373 | $273,268 | 2.86% | |
| WSFS |
Wsfs Financial Corp
Financial Services
|
Held | 4,112 | $269,171 | 2.82% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 770 | $226,503 | 2.37% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 610 | $206,082 | 2.16% |