Prosperity Consulting Group, LLC
The Prosperity Consulting Group, LLC, headquartered in Owings Mills, Maryland, is a wealth management and financial planning firm founded to provide comprehensive, objective financial planning and investment advice to individuals, families, and businesses. With approximately 51 employees, the firm offers services in investment, retirement, estate, tax, and insurance planning. Prosperity employs a team of CFP professionals, CPAs, and insurance professionals to deliver tailored financial solutions for their clients' long-term success.
Investment Strategy
The Prosperity Consulting Group emphasizes providing objective, holistic financial planning and investment advice, dedicated to helping clients achieve their financial goals through a comprehensive approach covering investment, retirement, estate, tax, business, and insurance planning. The firm acts as a fiduciary, delivering customized portfolio strategies based on each client’s needs and preferences, and strives for financial security, peace of mind, and success. Investment decisions are guided by detailed planning and continuous client collaboration.
Top Holdings
Equity Positions (447)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 6.27% | $86.0M | 138,494 | $509.93 | $620.90 | +$11.5M |
A AAPL | APPLE INC | 3.88% | $53.2M | 259,076 | $211.36 | $205.17 | -$5.2M |
J JEPI | J P MORGAN EXCHANGE TRADED F | 3.38% | $46.3M | 815,079 | $56.36 | $56.85 | +$2.7M |
A AGG | ISHARES TR | 2.74% | $37.5M | 378,434 | $97.07 | $99.20 | -$1.8M |
X XLK | SELECT SECTOR SPDR TR | 2.48% | $34.0M | 134,190 | $223.84 | $253.23 | +$5.8M |