Prosperity Consulting Group, LLC

13F Portfolio Filings

Latest 13F report
Q3 2024 - Oct 15, 2024
Value $
$1.28B
Signature - Title
Steven Wang - Portfolio Manager
Location
10065 Red Run Boulevard, Suite 200, Owings Mills, MD
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 458 $1.28B +$537M -$35.1M +$502M IVV, AAPL, AGG, JEPI, SCHD 13F-HR 10/15/2024, 09:00 AM
Q2 2024 303 $737M +$36M -$101M -$65M IVV, AGG, JEPI, AAPL, QQQM 13F-HR 8/8/2024, 04:27 PM
Q1 2024 330 $797M +$488M -$10.7M +$477M AGG, IVV, JEPI, AAPL, QQQM 13F-HR 5/1/2024, 08:54 AM
Q4 2023 202 $299M +$76.1M -$17M +$59M IVV, JEPI, AAPL, SPY, MSFT 13F-HR 2/13/2024, 12:59 PM
Q3 2023 147 $218M +$65.7M -$4.93M +$60.8M IVV, SPY, AAPL, IWM, MSFT 13F-HR 11/13/2023, 07:30 PM
Q2 2023 105 $163M +$3.75M -$8.39M -$4.64M IVV, IWM, SDY, AAPL, AVDV 13F-HR 7/25/2023, 10:05 AM
Q1 2023 104 $158M +$7.94M -$7.44M +$505K IVV, IWM, SDY, JPST, AVDV 13F-HR 4/24/2023, 06:07 AM
Q4 2022 101 $150M +$23.3M -$3.11M +$20.2M IVV, SDY, JPST, IWM, DAUG 13F-HR 2/8/2023, 11:18 AM
Q3 2022 96 $122M +$17.7M -$1.56M +$16.2M IVV, JPST, SDY, DAUG, IWM 13F-HR 10/17/2022, 06:06 AM
Q2 2022 88 $115M +$8.69M -$5.75M +$2.94M IVV, SDY, JPST, IWM, AAPL 13F-HR 7/25/2022, 12:46 PM
Q1 2022 94 $135M +$8.81M -$5.55M +$3.25M IVV, SDY, JPST, AMZN, AAPL 13F-HR 4/19/2022, 05:03 PM
Q4 2021 97 $132M $0 $0 IVV, SDY, JPST, IWM, AAPL 13F-HR 2/10/2022, 02:28 PM