PROSPERITY PLANNING, INC.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NWL | 99K | $369.59K |
 | CBRE | 31K | $5.02M |
 | O | 24K | $1.37M |
 | AAPL | 10K | $2.81M |
 | BRK-B | 4K | $2.04M |
 | TYL | 1K | $605.57K |
 | LOW | 986 | $237.78K |
 | IDXX | 700 | $473.57K |
 | LLY | 442 | $475.01K |
Newell Brands Inc.
NWL
Shares Held
99K
Value
$369.59K
CBRE Group, Inc.
CBRE
Shares Held
31K
Value
$5.02M
Realty Income Corporation
O
Shares Held
24K
Value
$1.37M
Apple Inc.
AAPL
Shares Held
10K
Value
$2.81M
Berkshire Hathaway Inc.
BRK-B
Shares Held
4K
Value
$2.04M
Tyler Technologies, Inc.
TYL
Shares Held
1K
Value
$605.57K
Lowe's Companies, Inc.
LOW
Shares Held
986
Value
$237.78K
IDEXX Laboratories, Inc.
IDXX
Shares Held
700
Value
$473.57K
Eli Lilly and Company
LLY
Shares Held
442
Value
$475.01K