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Home > Institutional Investor > Prosperity Consulting Group, Llc > Profile

Instuitional Investor - Prosperity Consulting Group, Llc

Fund Profile
Filing Period:
Fund Name: Prosperity Consulting Group, Llc
Portfolio Value $1,370,460,094
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 138,494 $85,990,864 6.27%
2.
Apple Inc.
 AAPL 259,076 $53,154,642 3.88%
3.
J P Morgan Exchange Traded F
 815,079 $46,337,225 3.38%
4.
Ishares Trust
 IEF 378,434 $37,540,682 2.74%
5.
Sector Spdr Trust
 XLB 134,190 $33,981,010 2.48%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)