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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Prosperity Consulting Group, LLC

Quarter ended Q2 2024 · Filed August 8, 2024 · Accession 0001437749-24-025576

Total Value
$737.5M
Positions
303
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (303)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200110,788$60.6M8.22%
2ISHARES TR464287226461,043$44.8M6.07%
3J P MORGAN EXCHANGE TRADED F46641Q332577,549$32.7M4.44%
4APPLE INCAAPL97,863$20.6M2.79%
5INVESCO EXCH TRADED FD TR IIIVZ94,138$18.6M2.52%
6SPDR SER TR78464A763121,509$15.5M2.10%
7SCHWAB STRATEGIC TR808524797196,775$15.3M2.07%
8ISHARES TR464287309162,871$15.1M2.04%
9MICROSOFT CORPMSFT31,820$14.2M1.93%
10SPDR S&P 500 ETF TRSPY23,956$13.0M1.77%
11VANGUARD TAX-MANAGED FDS921943858193,785$9.6M1.30%
12WISDOMTREE TRWT118,887$9.3M1.26%
13AMAZON COM INCAMZN47,795$9.2M1.25%
14ISHARES TR464288877168,932$9.0M1.22%
15WISDOMTREE TRWT171,240$8.8M1.19%
16ISHARES TR46428888578,878$8.1M1.09%
17ISHARES TR46428747366,740$8.1M1.09%
18EXXON MOBIL CORPXOM63,950$7.4M1.00%
19WISDOMTREE TRWT224,481$7.0M0.95%
20NVIDIA CORPORATIONNVDA56,197$6.9M0.94%
21QUALCOMM INCQCOM33,880$6.7M0.92%
22MERCK & CO INCMRK51,960$6.4M0.87%
23SAP SESAPGF31,352$6.3M0.86%
24JPMORGAN CHASE & CO.VYLD31,183$6.3M0.86%
25ONEOK INC NEWOKE73,095$6.0M0.81%
26REPUBLIC SVCS INC76075910029,479$5.7M0.78%
27ALPHABET INCGOOG31,273$5.7M0.77%
28TAIWAN SEMICONDUCTOR MFG LTD87403910032,458$5.6M0.76%
29FIRST TR EXCHNG TRADED FD VI33740F623127,745$5.5M0.75%
30VANGUARD SPECIALIZED FUNDS92190884429,213$5.3M0.72%
31BROADCOM INCAVGO3,311$5.3M0.72%
32ISHARES TR46428748148,052$5.3M0.72%
33WATSCO INCWSO-B11,441$5.3M0.72%
34ISHARES TR46428765525,943$5.3M0.71%
35FIRST TR EXCHNG TRADED FD VI33740F854135,348$5.1M0.69%
36VANGUARD SCOTTSDALE FDS92206C66462,251$5.1M0.69%
37HOME DEPOT INCHD14,176$4.9M0.66%
38MCDONALDS CORPMCD18,654$4.8M0.64%
39VANGUARD BD INDEX FDS92193782759,908$4.6M0.62%
40INTERNATIONAL BUSINESS MACHSINTR26,476$4.6M0.62%
41ARES MANAGEMENT CORPORATIONARES-PB33,930$4.5M0.61%
42ISHARES TR46428761412,387$4.5M0.61%
43SNAP ON INCSNA17,049$4.5M0.60%
44PACER FDS TR69374H88181,552$4.4M0.60%
45SCHWAB STRATEGIC TR80852460792,322$4.4M0.59%
46RELX PLCRLXXF93,812$4.3M0.58%
47VERIZON COMMUNICATIONS INCVZ100,032$4.1M0.56%
48ABBVIE INCABBV23,776$4.1M0.55%
49COSTCO WHSL CORP NEW22160K1054,552$3.9M0.52%
50BERKSHIRE HATHAWAY INC DELBRK-A9,442$3.8M0.52%
51PROCTER AND GAMBLE CO74271810923,139$3.8M0.52%
52AUTOMATIC DATA PROCESSING INADP15,891$3.8M0.51%
53ISHARES INC46434G10369,593$3.7M0.51%
54VANECK ETF TRUST92189F528218,623$3.7M0.50%
55VISA INCV13,599$3.6M0.48%
56FIDELITY MERRIMACK STR TR31618830975,153$3.4M0.46%
57UNILEVER PLCUNLYF61,302$3.4M0.46%
58TEXAS INSTRS INC88250810416,893$3.3M0.45%
59META PLATFORMS INCMETA6,510$3.3M0.45%
60INVESCO QQQ TRIVZ6,734$3.2M0.44%
61BONDBLOXX ETF TRUST09789C78861,515$3.1M0.42%
62CISCO SYS INCCSCO64,228$3.1M0.41%
63KIMBERLY-CLARK CORPKMB22,028$3.0M0.41%
64ALPHABET INCGOOG16,404$3.0M0.41%
65ELI LILLY & COLLY3,279$3.0M0.40%
66AIR PRODS & CHEMS INCAIIR11,103$2.9M0.39%
67WEC ENERGY GROUP INCWEC35,648$2.8M0.38%
68ISHARES TR46428870348,297$2.8M0.38%
69MCCORMICK & CO INCMKC-V39,406$2.8M0.38%
70SPDR SER TR78464A20131,538$2.7M0.37%
71VANECK ETF TRUST92189F43795,504$2.7M0.37%
72J P MORGAN EXCHANGE TRADED F46641Q21746,097$2.6M0.35%
73MID-AMER APT CMNTYS INC59522J10318,038$2.6M0.35%
74AMERICAN CENTY ETF TR02507260442,076$2.6M0.35%
75WORLD GOLD TRGLDW55,559$2.6M0.35%
76GILEAD SCIENCES INCGILD36,370$2.5M0.34%
77AMERICAN WTR WKS CO INC NEW03042010319,214$2.5M0.34%
78AMERICAN EXPRESS COAXP10,402$2.4M0.33%
79MEDTRONIC PLCMDT30,500$2.4M0.33%
80SANOFISNYNF49,225$2.4M0.32%
81AMERICAN CENTY ETF TR02507280236,594$2.4M0.32%
82HERSHEY COHSY12,917$2.4M0.32%
83BRITISH AMERN TOB PLC11044810775,154$2.3M0.32%
84INVESCO EXCHANGE TRADED FD TIVZ47,350$2.3M0.31%
85ISHARES TR46428841421,436$2.3M0.31%
86PAYPAL HLDGS INCPYPL39,100$2.3M0.31%
87PIMCO ETF TR72201R86642,952$2.2M0.30%
88ISHARES TR46428985929,769$2.2M0.30%
89ISHARES TR46428986739,284$2.2M0.30%
90SONY GROUP CORPSNEJF26,031$2.2M0.30%
91WISDOMTREE TRWT47,271$2.2M0.30%
92NATIONAL GRID PLCNMPWP38,108$2.2M0.29%
93BANK NEW YORK MELLON CORP06405810036,014$2.2M0.29%
94REALTY INCOME CORPO40,535$2.1M0.29%
95BANK AMERICA CORP06050510453,039$2.1M0.29%
96WALMART INCWMT30,955$2.1M0.28%
97SHELL PLCRYDAF29,025$2.1M0.28%
98ISHARES TR46432F33912,128$2.1M0.28%
99VANGUARD INDEX FDS92290865212,089$2.0M0.28%
100CATERPILLAR INCCAT6,080$2.0M0.27%
101UNITEDHEALTH GROUP INCUNH3,948$2.0M0.27%
102ORACLE CORPORCL-PD14,036$2.0M0.27%
103SPDR SER TR78468R62220,865$2.0M0.27%
104GALLAGHER ARTHUR J & CO3635761097,393$1.9M0.26%
105AMGEN INCAMGN5,906$1.8M0.25%
106SELECT SECTOR SPDR TR81369Y8037,525$1.7M0.23%
107PFIZER INCPFE57,280$1.6M0.22%
108JOHNSON & JOHNSONJNJ10,898$1.6M0.22%
109ISHARES TR46429B59827,934$1.6M0.21%
110ACCENTURE PLC IRELANDACN4,836$1.5M0.20%
111INVESCO EXCHANGE TRADED FD TIVZ26,498$1.5M0.20%
112LINDE PLCLIN3,187$1.4M0.19%
113ISHARES TR46428744014,921$1.4M0.19%
114COCA COLA COKO21,492$1.4M0.19%
115VANGUARD INDEX FDS9229087448,445$1.4M0.18%
116HONEYWELL INTL INC4385161066,312$1.3M0.18%
117NETFLIX INCNFLX1,899$1.3M0.17%
118PHILIP MORRIS INTL INC71817210912,595$1.3M0.17%
119VANGUARD INDEX FDS9229085955,074$1.3M0.17%
120ISHARES TR46428746515,445$1.2M0.16%
121VANGUARD INDEX FDS9229086374,633$1.2M0.16%
122CHEVRON CORP NEWCVX7,329$1.1M0.16%
123FIRST TR EXCHNG TRADED FD VI33740F68029,072$1.1M0.15%
124ISHARES TR46428717610,649$1.1M0.15%
125PEPSICO INCPEP6,777$1.1M0.15%
126PARKER-HANNIFIN CORPPH2,198$1.1M0.15%
127INVESCO EXCH TRADED FD TR IIIVZ52,208$1.0M0.14%
1281 800 FLOWERS COM INCFLWS102,005$971,0880.13%
129GENERAL DYNAMICS CORPGD3,342$969,5810.13%
130ABBOTT LABSABLZF9,137$949,4150.13%
131VANGUARD INDEX FDS9229087362,404$899,1240.12%
132AMERIPRISE FINL INC03076C1062,086$891,2220.12%
133TESLA INCTSLA4,473$885,1170.12%
134ISHARES TR46429B7478,449$840,5910.11%
135AT&T INCT-PC43,225$826,0360.11%
136ASML HOLDING N VASMLF807$825,3430.11%
137INTUITIVE SURGICAL INCISRG1,831$814,5200.11%
138LOCKHEED MARTIN CORPLMT1,734$810,1080.11%
139THOMSON REUTERS CORP.TMSOF4,758$802,0560.11%
140VANGUARD INTL EQUITY INDEX F92204285818,149$794,2110.11%
141SOUTHERN COSOMN10,176$789,3270.11%
142CONOCOPHILLIPSCOP6,774$774,8100.11%
143DISNEY WALT CO2546871067,606$755,1940.10%
144FIRST TR EXCHNG TRADED FD VI33740F75525,639$741,4800.10%
145ISHARES TR46429B26732,193$726,5960.10%
146BLACKSTONE INCBX5,823$720,8670.10%
147CONSTELLATION ENERGY CORPCEG3,575$715,9500.10%
148BOSTON SCIENTIFIC CORPBSX9,192$707,8760.10%
149ISHARES TR4642875984,048$706,2850.10%
150ISHARES TR46428987516,335$702,5510.10%
151INTUITINTU1,066$700,8520.10%
152RTX CORPORATIONRTX6,952$697,9160.09%
153EATON CORP PLCETN2,221$696,3950.09%
154ISHARES TR46428750711,785$689,6680.09%
155PROGRESSIVE CORP7433151033,244$673,8110.09%
156PRUDENTIAL FINL INCPUKPF5,707$668,8030.09%
157ARISTA NETWORKS INCANET1,876$657,5000.09%
158APPLIED MATLS INC0382221052,785$657,2320.09%
159MASTERCARD INCORPORATEDMA1,484$654,5300.09%
160BLACKROCK INCBLK826$650,3260.09%
161SERVICENOW INCNOW812$638,7760.09%
162TJX COS INC NEW8725401095,799$638,5200.09%
163VANGUARD INDEX FDS9229087692,356$630,3820.09%
164OREILLY AUTOMOTIVE INC67103H107591$624,1310.08%
165VANGUARD WHITEHALL FDS9219464065,221$619,2620.08%
166SPDR SER TR78468R6636,665$611,7120.08%
167METLIFE INCMET-PF8,527$598,4760.08%
168COMCAST CORP NEWCCZ15,251$597,2110.08%
169SYNOPSYS INCSNPS1,000$595,0600.08%
170ALTRIA GROUP INCMO13,045$594,1890.08%
171SUPERIOR GROUP OF CO INCSGC31,392$593,6230.08%
172SELECT SECTOR SPDR TR81369Y2094,045$589,5960.08%
173ISHARES TR4642876221,958$582,4660.08%
174FIRST TR EXCHNG TRADED FD VI33740F65624,682$581,7550.08%
175PNC FINL SVCS GROUP INC6934751053,721$578,5310.08%
176SELECT SECTOR SPDR TR81369Y4073,172$578,4990.08%
177SALESFORCE INCCRM2,238$575,3900.08%
178NXP SEMICONDUCTORS N VNXPI2,113$568,5870.08%
179ISHARES TR46428988315,030$555,0140.08%
180MOODYS CORPMCO1,318$554,7860.08%
181DEXCOM INCDXCM4,857$550,6870.07%
182LOWES COS INC5486611072,488$548,6030.07%
183CONSOLIDATED EDISON INCED6,087$544,3080.07%
184J P MORGAN EXCHANGE TRADED F46641Q65410,645$540,2040.07%
185ISHARES TR4642882738,644$532,7860.07%
1863M COMMM5,123$523,4750.07%
187ECOLAB INCECL2,152$512,1760.07%
188SHERWIN WILLIAMS COSHW1,700$507,3990.07%
189FORD MTR CO DEL34537086040,442$507,1450.07%
190BOEING COBA-PA2,772$504,5550.07%
191FIRST TR EXCHNG TRADED FD VI33740F69812,644$503,1860.07%
192EMERSON ELEC COEMR4,536$499,7400.07%
193CINTAS CORPCTAS713$499,4750.07%
194US BANCORP DELUSB-PS12,398$492,2010.07%
195FREEPORT-MCMORAN INCFCX9,960$484,0560.07%
196ZOETIS INCZTS2,774$480,8480.07%
197NOVO-NORDISK A SNONOF3,354$478,7500.06%
198BP PLCBPPFF12,829$463,1280.06%
199DOW INCDOW8,561$454,1870.06%
200MARSH & MCLENNAN COS INC5717481022,125$447,7920.06%
201WENDYS CO95058W10026,399$447,7270.06%
202JANUS HENDERSON GROUP PLCJHG13,127$442,5110.06%
203CSX CORPCSX13,193$441,3100.06%
204ROPER TECHNOLOGIES INCROP778$438,5270.06%
205FIRST TR EXCHNG TRADED FD VI33740U3079,837$430,4650.06%
206SELECT SECTOR SPDR TR81369Y60510,410$427,9410.06%
207SELECT SECTOR SPDR TR81369Y3085,584$427,6050.06%
208PROSHARES TR74347R2064,280$427,1950.06%
209NORTHWESTERN ENERGY GROUP INNWE8,489$425,1290.06%
210DANAHER CORPORATION2358511021,676$418,8180.06%
211VERTEX PHARMACEUTICALS INCVRTX892$418,0980.06%
212MONRO INCMNRO17,459$416,5720.06%
213SYSCO CORPSYY5,812$414,9290.06%
214PROLOGIS INC.PLDGP3,693$414,7610.06%
215SSGA ACTIVE ETF TR78467V84810,212$405,6210.06%
216FIRST TR EXCHNG TRADED FD VI33740U86918,325$400,5850.05%
217ESCALADE INCESCA29,023$400,2270.05%
218ISHARES TR4642874994,896$396,9680.05%
219BAR HBR BANKSHARES06684910014,689$394,8400.05%
220STEELCASE INC85815520330,301$392,7010.05%
221HARBOR ETF TRUST41151J50517,439$392,2910.05%
222ONTO INNOVATION INCONTO1,773$389,2800.05%
223HOWMET AEROSPACE INCHWM4,958$384,8900.05%
224MARRIOTT INTL INC NEW5719032021,573$380,4020.05%
225MARTIN MARIETTA MATLS INC573284106702$380,3440.05%
226SCHWAB STRATEGIC TR8085243003,751$378,2190.05%
227PUBLIC SVC ENTERPRISE GRP IN7445731065,102$376,0170.05%
228FIFTH THIRD BANCORPFITBM10,287$375,3730.05%
229OLD REP INTL CORP68022310411,992$370,5530.05%
230MSC INDL DIRECT INC5535301064,665$369,9810.05%
231EXELON CORPEXC10,649$368,5510.05%
232KINDER MORGAN INC DELEP-PC18,257$362,7630.05%
233VANGUARD BD INDEX FDS9219378194,749$355,6260.05%
234THE TRADE DESK INC88339J1053,599$351,5140.05%
235J P MORGAN EXCHANGE TRADED F46641Q8376,897$348,1080.05%
236L3HARRIS TECHNOLOGIES INCLHX1,523$342,0350.05%
237DEERE & CODE915$341,8220.05%
238ADOBE INCADBE613$340,5460.05%
239BRISTOL-MYERS SQUIBB COCELG-RI8,186$339,9580.05%
240TARGET CORPTGT2,295$339,7980.05%
241JOHNSON CTLS INTL PLCG515021054,960$329,6910.04%
242CITIGROUP INCC-PR5,174$328,3250.04%
243VANGUARD SCOTTSDALE FDS92206C8704,103$327,9530.04%
244COLGATE PALMOLIVE COCL3,372$327,2170.04%
245WESTWOOD HLDGS GROUP INC96176510426,608$324,0850.04%
246POSTAL REALTY TRUST INCPSTL24,109$321,3730.04%
247SPDR SER TR78468R8537,727$320,8860.04%
248VANGUARD INDEX FDS922908363641$320,6960.04%
249INVESCO EXCH TRADED FD TR IIIVZ11,494$320,3280.04%
250SPDR GOLD TRGLD1,441$309,8290.04%
251INTEL CORPINTC9,971$308,7900.04%
252LAMAR ADVERTISING CO NEWLAMR2,580$308,3870.04%
253SPROTT INCSII7,360$304,6300.04%
254MONDELEZ INTL INC6092071054,650$304,2970.04%
255ETHAN ALLEN INTERIORS INCETD10,892$303,7780.04%
256SELECT SECTOR SPDR TR81369Y7042,480$302,1970.04%
257FIRST TR EXCHNG TRADED FD VI33740F6727,837$300,8560.04%
258WELLS FARGO CO NEW9497461014,993$296,5340.04%
259ACCO BRANDS CORPACCO62,767$295,0050.04%
260VANGUARD INDEX FDS9229086111,586$289,4770.04%
261PIMCO ETF TR72201R8332,844$286,2490.04%
262AMERICAN ELEC PWR CO INC0255371013,241$284,3650.04%
263GOLDMAN SACHS ETF TRNVGLF2,823$282,5260.04%
264UNITED PARCEL SERVICE INCUPS2,060$281,9270.04%
265ADVANCED MICRO DEVICES INCAMD1,729$280,4610.04%
266SOUTHWEST AIRLS CO8447411089,803$280,4600.04%
267CME GROUP INCCME1,401$275,4370.04%
268GE AEROSPACE3696043011,717$272,8900.04%
269VANGUARD INDEX FDS9229085533,250$272,2100.04%
270SUPER MICRO COMPUTER INCSMCI329$269,5660.04%
271EASTMAN CHEM COEMN2,662$260,7960.04%
272BRIDGEWATER BANCSHARES INCBWBBP22,278$258,6480.04%
273WASTE MGMT INC DEL94106L1091,211$258,3100.04%
274COMPASS DIVERSIFIEDCODI-PC11,746$257,1200.03%
275CHUBB LIMITEDCB995$253,6910.03%
276NIKE INCNKE3,309$249,3710.03%
277TRANE TECHNOLOGIES PLCTT758$249,3290.03%
278VANGUARD INTL EQUITY INDEX F9220427754,217$247,2790.03%
279MCKESSON CORPMCK417$243,5450.03%
280FIRST TR EXCHNG TRADED FD VI33740U5055,445$231,6850.03%
281CHIPOTLE MEXICAN GRILL INCCMG3,620$226,7930.03%
282CROWN CASTLE INCCCI2,262$220,9970.03%
283ISHARES TR4642876711,707$217,6700.03%
284BANK HAWAII CORP0625401093,803$217,5700.03%
285E L F BEAUTY INCELF1,030$217,0420.03%
286SPDR SER TR78464A1281,259$216,6490.03%
287FIRST TR EXCHNG TRADED FD VI33740F6498,309$216,4910.03%
288BECTON DICKINSON & COBDX922$215,4080.03%
289RALPH LAUREN CORPRL1,228$214,9740.03%
290DOMINION ENERGY INCD4,318$211,5800.03%
291FASTENAL COFAST3,362$211,2500.03%
292CVS HEALTH CORPCVS3,534$208,7450.03%
293ISHARES TR46435G2504,491$208,5470.03%
294MODERNA INCMRNA1,748$207,5750.03%
295THE CIGNA GROUP125523100623$205,9760.03%
296RESOURCES CONNECTION INCRGP18,477$203,9860.03%
297VANGUARD INDEX FDS922908751932$203,1770.03%
298AMERICAN TOWER CORP NEW03027X1001,036$201,4410.03%
299HUNTINGTON BANCSHARES INCHBANP13,886$183,0170.02%
300EVOLUTION PETE CORP30049A10734,297$180,7450.02%
301THORNBURG INCM BUILDER OPP T88521310810,000$161,3000.02%
302FS CREDIT OPPORTUNITIES CORPFSCO15,702$100,0220.01%
303LLOYDS BANKING GROUP PLCLLOBF21,396$58,4110.01%