PROSPERITY PLANNING, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NWL | 99K | $520.60K |
 | CBRE | 44K | $6.86M |
 | O | 24K | $1.48M |
 | AAPL | 10K | $2.64M |
 | BRK-B | 4K | $2.01M |
 | TYL | 1K | $697.89K |
 | LOW | 986 | $247.79K |
 | ORCL | 764 | $214.87K |
 | IDXX | 700 | $447.22K |
 | LLY | 430 | $328.09K |
Newell Brands Inc.
NWL
Shares Held
99K
Value
$520.60K
CBRE Group, Inc.
CBRE
Shares Held
44K
Value
$6.86M
Realty Income Corporation
O
Shares Held
24K
Value
$1.48M
Apple Inc.
AAPL
Shares Held
10K
Value
$2.64M
Berkshire Hathaway Inc.
BRK-B
Shares Held
4K
Value
$2.01M
Tyler Technologies, Inc.
TYL
Shares Held
1K
Value
$697.89K
Lowe's Companies, Inc.
LOW
Shares Held
986
Value
$247.79K
Oracle Corporation
ORCL
Shares Held
764
Value
$214.87K
IDEXX Laboratories, Inc.
IDXX
Shares Held
700
Value
$447.22K
Eli Lilly and Company
LLY
Shares Held
430
Value
$328.09K