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Prosperity Financial Group

Latest statistics and disclosures from Prosperity Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, NVDA, MSFT, PVAL, GOOGL, and represent 18.79% of Prosperity Financial Group's stock portfolio.
Added to shares of these 10 stocks: QCOC (+$6.4M), UTES, AAPL, CGIC, MFSV, ISPY, MFSG, CGCB, VIK, SCIO.
Started 23 new stock positions in AAAU, MFSV, SCIO, ORCL, QCOC, RCTR, QCOM, CGIC, STRL, DIVI. GBIL, VIK, UTES, DGRO, ALAB, FFOG, RDVY, ITWO, TFPN, AXP, WDAY, DIA, CGCB.
Reduced shares in these 10 stocks: QMAR (-$6.7M), FRTY, JEPQ, JEPI, PBDC, QGRO, RCL, DBEF, FHYS, CIBR.
Sold out of its positions in BABA, CMS, CRDL, COIN, CRWD, DUK, INQQ, FHYS, QMAR, SOXX. OPEN, PULS, PEP, PFE, PBDC, SPGI, BWX, XLE, SLS, VTV.
Prosperity Financial Group was a net buyer of stock by $1.8M.
Prosperity Financial Group has $278M in assets under management (AUM), dropping by 1.62%.
Central Index Key (CIK): 0001991334

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Portfolio Holdings for Prosperity Financial Group

Prosperity Financial Group holds 180 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	6.1	$17M	+11%	63k	271.86	View chart
NVIDIA Corporation (NVDA)	4.4	$12M	-3%	66k	186.50	View chart
Microsoft Corporation (MSFT)	3.3	$9.3M	+2%	19k	483.61	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	2.5	$7.0M	-9%	153k	45.57	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.4	$6.6M	+9%	21k	312.99	View chart
Proshares Tr S&p 500 High Inc (ISPY)	2.4	$6.5M	+27%	144k	45.63	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCOC)	2.3	$6.4M	NEW	284k	22.45	View chart
Pgim Etf Tr Jennison Foc Gwt (PJFG)	2.2	$6.0M	+3%	54k	111.22	View chart
Putnam Etf Trust Focsd Larcp Gwt (PGRO)	2.1	$5.9M		132k	44.65	View chart
First Tr Exchange-traded Indxx Aerospace (MISL)	1.9	$5.3M	+3%	124k	42.79	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	1.8	$5.0M	+3%	51k	98.32	View chart
Mfs Active Exchange Traded F Growth Etf (MFSG)	1.8	$5.0M	+31%	177k	28.30	View chart
Amazon (AMZN)	1.8	$5.0M	+4%	22k	230.82	View chart
Broadcom (AVGO)	1.7	$4.8M	+9%	14k	346.10	View chart
Sandisk Corp (SNDK)	1.7	$4.6M	+6%	20k	237.38	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.6	$4.6M		60k	75.77	View chart
Palantir Technologies Cl A (PLTR)	1.6	$4.4M	-6%	25k	177.75	View chart
Tesla Motors (TSLA)	1.6	$4.3M	+18%	9.6k	449.70	View chart
Pgim Etf Tr Total Return Bon (PTRB)	1.5	$4.3M	+17%	102k	42.04	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	1.4	$4.0M	-2%	152k	26.24	View chart
Zacks Trust Focus Growth Etf (GROZ)	1.4	$4.0M	+4%	133k	29.80	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	1.2	$3.4M	+5%	36k	96.84	View chart
First Tr Exchange-traded Vest Investment (LQTI)	1.2	$3.4M		171k	20.12	View chart
JPMorgan Chase & Co. (JPM)	1.2	$3.4M	+2%	11k	322.22	View chart
Starboard Invt Tr Adaptive Alpha (AGOX)	1.2	$3.3M		116k	28.56	View chart
New York Life Investments Et Nyli Ftse Intern (HFXI)	1.1	$3.2M	+6%	98k	32.45	View chart
Meta Platforms Cl A (META)	1.1	$3.0M	+11%	4.6k	660.03	View chart
Dbx Etf Tr Xtrackers Us Nat (CRTC)	1.1	$3.0M	+5%	81k	36.66	View chart
Global X Fds Us Infr Dev Etf (PAVE)	1.1	$2.9M	+3%	61k	47.79	View chart
Costco Wholesale Corporation (COST)	1.1	$2.9M		3.4k	862.37	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	1.0	$2.9M		55k	52.80	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	1.0	$2.9M	-21%	41k	71.45	View chart
Etfis Ser Tr I Virtus Reaves Ut (UTES)	1.0	$2.8M	NEW	35k	78.95	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	1.0	$2.7M	-4%	39k	68.36	View chart
Advanced Micro Devices (AMD)	0.7	$2.0M	+8%	9.5k	214.16	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.7	$2.0M	-41%	18k	114.52	View chart
Zacks Trust Small/mid Cap (SMIZ)	0.7	$2.0M		53k	36.99	View chart
American Centy Etf Tr Large Cap Growth (ACGR)	0.7	$2.0M	+6%	30k	66.04	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.7	$1.9M	+7%	15k	130.08	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$1.9M	-5%	2.8k	682.00	View chart
American Centy Etf Tr Focused Dynamic (FDG)	0.7	$1.8M	+7%	15k	126.84	View chart
salesforce (CRM)	0.7	$1.8M		6.9k	264.89	View chart
Global X Fds Data Ctr & Digit (DTCR)	0.6	$1.8M	+6%	83k	21.10	View chart
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)	0.6	$1.7M	+11%	66k	26.53	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.6	$1.7M		42k	40.84	View chart
Visa Com Cl A (V)	0.6	$1.7M	-29%	4.8k	350.71	View chart
Capital Group International SHS (CGIC)	0.6	$1.7M	NEW	52k	32.50	View chart
Spdr Series Trust State Street Spd (SPYM)	0.6	$1.6M	+4%	20k	80.22	View chart
Eli Lilly & Co. (LLY)	0.6	$1.6M	+13%	1.5k	1074.40	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.6	$1.5M	+7%	17k	92.51	View chart
Global X Fds Defense Tech Etf (SHLD)	0.5	$1.5M		24k	64.79	View chart
Mfs Active Exchange Traded F Value Etf (MFSV)	0.5	$1.5M	NEW	58k	26.54	View chart
Uber Technologies (UBER)	0.5	$1.5M		19k	81.71	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.5	$1.5M		11k	132.37	View chart
Zscaler Incorporated (ZS)	0.5	$1.5M		6.5k	224.92	View chart
Caterpillar (CAT)	0.5	$1.4M	+13%	2.5k	572.87	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$1.3M		2.6k	502.65	View chart
Home Depot (HD)	0.5	$1.3M	-7%	3.8k	344.11	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.4	$1.2M		35k	35.21	View chart
Kla Corp Com New (KLAC)	0.4	$1.2M	-8%	998.00	1215.08	View chart
Eaton Corp SHS (ETN)	0.4	$1.2M	+10%	3.7k	318.51	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.4	$1.1M	NEW	43k	26.52	View chart
Viking Holdings Ord Shs (VIK)	0.4	$1.1M	NEW	16k	71.41	View chart
Quanta Services (PWR)	0.4	$1.1M	+7%	2.6k	422.06	View chart
Johnson & Johnson (JNJ)	0.4	$1.0M	-3%	5.1k	206.94	View chart
Mastercard Incorporated Cl A (MA)	0.4	$1.0M		1.8k	571.03	View chart
Abbvie (ABBV)	0.4	$1.0M		4.5k	228.50	View chart
First Tr Exchng Traded Fd Vi Actv Fctr Mdcp (AFMC)	0.4	$1.0M	+2%	29k	34.47	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$1.0M	-27%	3.2k	313.76	View chart
Royal Caribbean Cruises (RCL)	0.4	$1.0M	-51%	3.6k	278.92	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.4	$998k	+9%	6.5k	153.02	View chart
Lam Research Corp Com New (LRCX)	0.4	$992k	+16%	5.8k	171.18	View chart
First Tr Exchange-traded Structured Cr In (SCIO)	0.4	$987k	NEW	48k	20.80	View chart
Ferrari Nv Ord (RACE)	0.4	$977k	+8%	2.6k	369.56	View chart
Federated Hermes Etf Trust Mdt Large Cap (FLCV)	0.3	$970k		31k	31.11	View chart
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)	0.3	$961k	-3%	13k	74.69	View chart
Spdr Series Trust State Street Spd (SPTM)	0.3	$958k	-4%	12k	82.50	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$952k	+39%	2.8k	335.23	View chart
New York Life Invts Active E Nyli Mackay Core (CPLB)	0.3	$942k	-7%	44k	21.23	View chart
Monolithic Power Systems (MPWR)	0.3	$942k	+9%	1.0k	906.36	View chart
Grayscale Ethereum Trust Etf SHS (ETHE)	0.3	$934k		38k	24.37	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$931k		1.4k	684.79	View chart
Federated Hermes Etf Trust Hermes Total Ret (FTRB)	0.3	$924k	-6%	36k	25.39	View chart
Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ)	0.3	$902k	-3%	17k	52.87	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$869k		1.8k	487.86	View chart
Astera Labs (ALAB)	0.3	$868k	NEW	5.2k	166.36	View chart
UnitedHealth (UNH)	0.3	$841k	+4%	2.5k	330.11	View chart
Wisdomtree Tr Equity Premium (WTPI)	0.3	$825k	-3%	25k	33.02	View chart
Intuitive Surgical Com New (ISRG)	0.3	$818k	+6%	1.4k	566.36	View chart
Republic Services (RSG)	0.3	$807k	-28%	3.8k	211.92	View chart
Proshares Tr Large Cap Cre (CSM)	0.3	$786k		9.9k	79.68	View chart
Wal-Mart Stores (WMT)	0.3	$779k	+2%	7.0k	111.41	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$771k	-75%	14k	57.24	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$770k	-10%	1.9k	396.31	View chart
Toast Cl A (TOST)	0.3	$740k	+7%	21k	35.51	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.3	$721k	NEW	17k	42.55	View chart
Take-Two Interactive Software (TTWO)	0.3	$716k		2.8k	256.03	View chart
Samsara Com Cl A (IOT)	0.3	$712k	+8%	20k	35.45	View chart
Servicenow (NOW)	0.2	$687k	+434%	4.5k	153.19	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$682k	+114%	5.7k	119.35	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.2	$671k		4.3k	156.61	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.2	$655k	-61%	14k	48.11	View chart
International Business Machines (IBM)	0.2	$624k	-8%	2.1k	296.26	View chart
Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV)	0.2	$621k	+25%	12k	52.04	View chart
New York Life Invts Active E Nyli Mackay Secu (SECR)	0.2	$618k	+15%	24k	25.73	View chart
Chevron Corporation (CVX)	0.2	$614k		4.0k	152.41	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.2	$609k		16k	38.32	View chart
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)	0.2	$601k		5.2k	116.40	View chart
Deere & Company (DE)	0.2	$596k	+7%	1.3k	465.68	View chart
Proshares Tr Russell 2000 Hig (ITWO)	0.2	$572k	NEW	14k	39.70	View chart
Textron (TXT)	0.2	$548k	+7%	6.3k	87.17	View chart
Procter & Gamble Company (PG)	0.2	$536k	-3%	3.7k	143.32	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$528k	-83%	9.1k	58.12	View chart
Cisco Systems (CSCO)	0.2	$515k	+8%	6.7k	77.03	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	0.2	$475k		15k	31.84	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.2	$468k	+28%	12k	37.87	View chart
Southern Company (SO)	0.2	$428k	-4%	4.9k	87.20	View chart
TransDigm Group Incorporated (TDG)	0.2	$427k	+8%	321.00	1329.85	View chart
Vanguard World Mega Cap Index (MGC)	0.2	$420k		1.7k	251.17	View chart
Martin Marietta Materials (MLM)	0.1	$410k	+7%	659.00	622.66	View chart
Goldman Sachs (GS)	0.1	$409k	+18%	465.00	879.00	View chart
Coherent Corp (COHR)	0.1	$403k		2.2k	184.57	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$394k	+8%	2.4k	160.97	View chart
Domino's Pizza (DPZ)	0.1	$386k	+6%	927.00	416.82	View chart
Franklin Templeton Etf Tr Franklin Focused (FFOG)	0.1	$378k	NEW	8.1k	46.79	View chart
Listed Fds Tr Swan Hedged Eqty (HEGD)	0.1	$363k	-3%	14k	25.21	View chart
Welltower Inc Com reit (WELL)	0.1	$362k		1.9k	185.61	View chart
Pgim Etf Tr Shrt Dur Hgh Yld (PSH)	0.1	$337k	-69%	6.7k	50.37	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.1	$329k	+8%	8.9k	36.82	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$323k	+53%	6.4k	50.58	View chart
Parker-Hannifin Corporation (PH)	0.1	$321k	+3%	365.00	878.96	View chart
Spdr Series Trust State Street Spd (XAR)	0.1	$318k		1.3k	241.25	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$318k	-11%	7.2k	44.41	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$307k	NEW	3.1k	99.94	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$304k		6.8k	44.47	View chart
Equinix (EQIX)	0.1	$303k	+10%	396.00	766.16	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$303k		783.00	386.66	View chart
Workday Cl A (WDAY)	0.1	$302k	NEW	1.4k	214.78	View chart
American Express Company (AXP)	0.1	$299k	NEW	809.00	369.93	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)	0.1	$299k		7.6k	39.60	View chart
Spdr Series Trust State Street Spd (LGLV)	0.1	$280k		1.6k	175.57	View chart
First Tr Exchange Traded Bloomberg Nuclea (RCTR)	0.1	$278k	NEW	8.6k	32.44	View chart
The Alger Etf Trust Concentrated Eqt (CNEQ)	0.1	$274k	+26%	8.0k	34.38	View chart
The Alger Etf Trust Mid Cap 40 Etf (FRTY)	0.1	$272k	-93%	13k	21.05	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$272k		1.1k	246.25	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$267k	-3%	565.00	473.35	View chart
Coca-Cola Company (KO)	0.1	$267k	-3%	3.8k	69.92	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$263k	-3%	2.3k	111.78	View chart
Abbott Laboratories (ABT)	0.1	$261k		2.1k	125.28	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$257k		7.5k	34.26	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.1	$253k	-7%	6.5k	38.73	View chart
Exxon Mobil Corporation (XOM)	0.1	$249k		2.1k	120.36	View chart
Sterling Construction Company (STRL)	0.1	$245k	NEW	799.00	306.23	View chart
Netflix (NFLX)	0.1	$245k	+550%	2.6k	93.76	View chart
Oracle Corporation (ORCL)	0.1	$243k	NEW	1.2k	194.91	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$240k	+3%	1.7k	141.14	View chart
Broadridge Financial Solutions (BR)	0.1	$239k	-7%	1.1k	223.17	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$239k	NEW	3.4k	69.47	View chart
Walt Disney Company (DIS)	0.1	$238k	+13%	2.1k	113.78	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$237k		573.00	412.77	View chart
L3harris Technologies (LHX)	0.1	$233k	+19%	794.00	293.57	View chart
Automatic Data Processing (ADP)	0.1	$225k	+19%	874.00	257.23	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.1	$224k	-15%	4.6k	49.15	View chart
Gladstone Investment Corporation (GAIN)	0.1	$224k	-17%	16k	13.97	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$221k		2.9k	75.06	View chart
Marsh & McLennan Companies	0.1	$218k	-77%	1.2k	185.52	View chart
Qualcomm (QCOM)	0.1	$217k	NEW	1.3k	171.05	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$214k	-22%	826.00	258.79	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	0.1	$211k	NEW	5.4k	38.89	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$211k	NEW	3.0k	69.42	View chart
Talen Energy Corp (TLN)	0.1	$211k	+3%	563.00	374.84	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$209k	-50%	340.00	614.02	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$204k	NEW	425.00	480.57	View chart
Tidal Trust Ii Blueprint Chesap (TFPN)	0.1	$203k	NEW	7.9k	25.69	View chart
Ameren Corporation (AEE)	0.1	$202k		2.0k	99.87	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$169k	-5%	10k	16.49	View chart
Nio Spon Ads Call Option (NIO)	0.1	$163k		32k	5.10	View chart
Cleanspark Com New (CLSK)	0.0	$124k		12k	10.12	View chart
Innoviz Technologies SHS Call Option (INVZ)	0.0	$15k		18k	0.85	View chart
Heartcore Enterprises (HTCR)	0.0	$4.6k		15k	0.31	View chart

Past Filings by Prosperity Financial Group

SEC 13F filings are viewable for Prosperity Financial Group going back to 2023

Prosperity Financial Group 2025 Q4 filed Jan. 26, 2026
Prosperity Financial Group 2025 Q3 filed Nov. 14, 2025
Prosperity Financial Group 2025 Q2 filed July 30, 2025
Prosperity Financial Group 2025 Q1 filed May 15, 2025
Prosperity Financial Group 2024 Q4 filed Feb. 7, 2025
Prosperity Financial Group 2024 Q3 filed Nov. 13, 2024
Prosperity Financial Group 2024 Q2 filed Aug. 14, 2024
Prosperity Financial Group 2024 Q1 filed May 15, 2024
Prosperity Financial Group 2023 Q3 filed Nov. 7, 2023
Prosperity Financial Group 2022 Q4 filed Sept. 12, 2023
Prosperity Financial Group 2023 Q1 filed Sept. 12, 2023
Prosperity Financial Group 2023 Q2 filed Sept. 12, 2023

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