Holdings
Prosperity Planning, Inc.
As of Sep 30, 2026, Prosperity Planning, Inc. reported 15 positions worth US$16.3M. Largest: Cbre Group Inc, Apple Inc and Berkshire Hathaway Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Cbre Group Inc | 38,501 | US$4.95M | no change | Sep 30, 2026 |
| Apple Inc | 11,740 | US$3.91M | +83 | Sep 30, 2026 |
| Berkshire Hathaway Inc. | 4,136 | US$2.06M | +69 | Sep 30, 2026 |
| Realty Income Corporation | 28,749 | US$1.56M | −23 | Sep 30, 2026 |
| Newell Brands Inc. | 130K | US$685K | −6 | Sep 30, 2026 |
| Eli Lilly And Company | 535 | US$619K | +27 | Sep 30, 2026 |
| Deere & Company | 571 | US$383K | new | Sep 30, 2026 |
| Idexx Laboratories, Inc. | 700 | US$366K | no change | Sep 30, 2026 |
| Amazon.com, Inc. | 1,275 | US$318K | +252 | Sep 30, 2026 |
| Freeport-mcmoran, Inc. | 4,500 | US$315K | −21 | Sep 30, 2026 |