Prosperity Consulting Group, LLC
Top Portfolio Positions
313 positions ·
$736,325,710 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
126,020 | $72,736,223 | 9.88% | |
| AAPL |
Apple Inc.
Technology
|
273,815 | $69,491,508 | 9.44% | |
| SPY |
Spdr S&P 500 ETF Trust
|
55,754 | $36,259,056 | 4.92% | |
| NVDA |
Nvidia Corp
Technology
|
164,073 | $28,614,331 | 3.89% | |
| MSFT |
Microsoft Corp
Technology
|
70,977 | $26,273,556 | 3.57% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
73,689 | $21,190,008 | 2.88% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
98,328 | $20,478,772 | 2.78% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
38,939 | $18,659,568 | 2.53% | |
| AVGO |
Broadcom Inc.
Technology
|
51,343 | $15,891,171 | 2.16% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
45,590 | $13,410,754 | 1.82% |
Portfolio Trend
18 quarters · across all stocks
Holdings in BWB
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $394,320 | 22,278 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $390,533 | 22,278 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $392,092 | 22,278 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $354,442 | 22,278 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $309,441 | 22,278 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $300,975 | 22,278 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $315,679 | 22,278 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $258,647 | 22,278 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $259,315 | 22,278 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $301,198 | 22,278 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $211,195 | 22,278 | Shares | Sole | 2023-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||