StockDriftsStockDriftsTop 50 Prosperity Consulting Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 12.86% | 442.2K | $288.8M | +2.42%(+10.44K) | $601.51(+23.98%) | 2026-03-31 | |
| EFA | ISHARES TR | 4.81% | 1.11M | $108.1M | +11.79%(+117.35K) | $92.22(+12.58%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 3.46% | 1.37M | $77.7M | +7.10%(+90.88K) | $56.54(-1.08%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 3.24% | 126.0K | $72.7M | +0.57%(+714) | $569.28(+25.55%) | 2026-03-31 | |
| IWY | ISHARES TR | 3.24% | 292.1K | $72.7M | +45.60%(+91.47K) | $237.23(+23.09%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.07% | 272.0K | $69.0M | +1.02%(+2.76K) | $201.32(+48.45%) | 2026-03-31 | |
| MGV | VANGUARD WORLD FD | 2.41% | 373.1K | $54.1M | +0.98%(+3.62K) | $135.51(+14.50%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 2.33% | 220.3K | $52.4M | +77.29%(+96.05K) | $201.04(+46.32%) | 2026-03-31 | |
| QUAL | ISHARES TR | 2.26% | 265.1K | $50.8M | +0.54%(+1.41K) | $189.80(+11.16%) | 2026-03-31 | |
| ICSH | ISHARES TR | 2.01% | 893.6K | $45.2M | +12.34%(+98.14K) | $50.70(-0.36%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.81% | +43.55% |
| Top 20 Holdings Unweighted | +13.33% | +45.57% |
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