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Home > Institutional Investor > Prosperity Consulting Group, Llc > 13F Holdings

Instuitional Investor - Prosperity Consulting Group, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 432,475 $323,876,262 12.25%
2.
Ishares Trust
 HYG 1,151,840 $119,653,113 4.53%
3.
Invesco Qqq Tr
 126,343 $93,039,344 3.52%
4.
Apple Inc.
 AAPL 285,583 $82,636,212 3.13%
5.
J P Morgan Exchange Traded F
 1,401,148 $79,136,838 2.99%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.