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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 $298,501,502
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 70,774 $33,803,644 11.32%
2.
J P Morgan Exchange Traded F
 275,638 $15,154,551 5.07%
3.
Apple Inc.
 AAPL 61,943 $11,925,835 3.99%
4.
Spdr S & P 500 Etf Trust
 SPY 24,500 $11,644,947 3.9%
5.
Microsoft Corp
 MSFT 25,890 $9,735,721 3.26%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)