PROSPERITY PLANNING, INC.
Latest 13F filing data - Q2 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NWL | 130K | $796.83K |
 | CBRE | 39K | $5.19M |
 | O | 29K | $1.78M |
 | AAPL | 12K | $3.37M |
 | BAC | 5K | $282.39K |
 | FCX | 5K | $284.33K |
 | BRK-B | 4K | $2.03M |
 | WMT | 2K | $221.31K |
 | YUM | 1K | $203.82K |
 | AMZN | 1K | $243.82K |
 | LOW | 995 | $219.39K |
 | GOOGL | 838 | $299.48K |
 | IDXX | 700 | $368.51K |
 | LLY | 508 | $609.31K |
 | AMAT | 389 | $281.25K |
Newell Brands Inc.
NWL
Shares Held
130K
Value
$796.83K
CBRE Group, Inc.
CBRE
Shares Held
39K
Value
$5.19M
Realty Income Corporation
O
Shares Held
29K
Value
$1.78M
Apple Inc.
AAPL
Shares Held
12K
Value
$3.37M
Bank of America Corporation
BAC
Shares Held
5K
Value
$282.39K
Freeport-McMoRan Inc.
FCX
Shares Held
5K
Value
$284.33K
Berkshire Hathaway Inc.
BRK-B
Shares Held
4K
Value
$2.03M
Walmart Inc.
WMT
Shares Held
2K
Value
$221.31K
Yum! Brands, Inc.
YUM
Shares Held
1K
Value
$203.82K
Amazon.com, Inc.
AMZN
Shares Held
1K
Value
$243.82K
Lowe's Companies, Inc.
LOW
Shares Held
995
Value
$219.39K
Alphabet Inc.
GOOGL
Shares Held
838
Value
$299.48K
IDEXX Laboratories, Inc.
IDXX
Shares Held
700
Value
$368.51K
Eli Lilly and Company
LLY
Shares Held
508
Value
$609.31K
Applied Materials, Inc.
AMAT
Shares Held
389
Value
$281.25K