PROSPERITY PLANNING, INC.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NWL | 99K | $340.78K |
 | CBRE | 36K | $4.93M |
 | O | 24K | $1.48M |
 | AAPL | 11K | $2.71M |
 | FCX | 5K | $264.51K |
 | BRK-B | 4K | $1.94M |
 | COP | 2K | $233.64K |
 | TYL | 1K | $456.74K |
 | PEP | 1K | $202.50K |
 | AMZN | 1K | $208.90K |
 | LOW | 986 | $232.97K |
 | GOOGL | 846 | $243.28K |
 | IDXX | 700 | $393.32K |
 | LLY | 508 | $467.24K |
Newell Brands Inc.
NWL
Shares Held
99K
Value
$340.78K
CBRE Group, Inc.
CBRE
Shares Held
36K
Value
$4.93M
Realty Income Corporation
O
Shares Held
24K
Value
$1.48M
Apple Inc.
AAPL
Shares Held
11K
Value
$2.71M
Freeport-McMoRan Inc.
FCX
Shares Held
5K
Value
$264.51K
Berkshire Hathaway Inc.
BRK-B
Shares Held
4K
Value
$1.94M
ConocoPhillips
COP
Shares Held
2K
Value
$233.64K
Tyler Technologies, Inc.
TYL
Shares Held
1K
Value
$456.74K
PepsiCo, Inc.
PEP
Shares Held
1K
Value
$202.50K
Amazon.com, Inc.
AMZN
Shares Held
1K
Value
$208.90K
Lowe's Companies, Inc.
LOW
Shares Held
986
Value
$232.97K
Alphabet Inc.
GOOGL
Shares Held
846
Value
$243.28K
IDEXX Laboratories, Inc.
IDXX
Shares Held
700
Value
$393.32K
Eli Lilly and Company
LLY
Shares Held
508
Value
$467.24K