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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, QMAR, and represent 18.52% of Prosperity Financial Group's stock portfolio.
Added to shares of these 10 stocks: CRTC, CRM, COWG, JPM, FHYS, WTPI, HFXI, PTRB, AVGO, CPLB.
Started 19 new stock positions in TLN, LHX, WTPI, JAAA, COHR, COIN, BABA, FHYS, AEE, OPEN. SOXX, CRTC, ADP, CNEQ, PEP, INVZ, COWG, CRDL, MGK.
Reduced shares in these 10 stocks: PLTR, , LLY, UBER, QMAR, HUBS, ISPY, GBTC, LMT, .
Sold out of its positions in FXN, HUBS, LMT, WM, ACN.
Prosperity Financial Group was a net buyer of stock by $17M.
Prosperity Financial Group has $274M in assets under management (AUM), dropping by 16.14%.
Central Index Key (CIK): 0001991334

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Portfolio Holdings for Prosperity Financial Group

Prosperity Financial Group holds 177 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	5.2	$14M		56k	254.63	View chart
NVIDIA Corporation (NVDA)	4.7	$13M		68k	186.58	View chart
Microsoft Corporation (MSFT)	3.5	$9.7M	+2%	19k	517.96	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	2.6	$7.2M	+4%	170k	42.72	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)	2.5	$6.7M	-6%	208k	32.18	View chart
Putnam Etf Trust Focsd Larcp Gwt (PGRO)	2.2	$5.9M	+4%	132k	44.45	View chart
Pgim Etf Tr Jennison Foc Gwt (PJFG)	2.1	$5.8M	+2%	52k	110.32	View chart
Proshares Tr S&p 500 High Inc (ISPY)	1.9	$5.1M	-5%	112k	45.11	View chart
First Tr Exchange-traded Indxx Aerospace (MISL)	1.8	$5.0M		120k	41.45	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	1.8	$4.8M		50k	96.68	View chart
Palantir Technologies Cl A (PLTR)	1.7	$4.8M	-18%	26k	182.42	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.7	$4.7M	+3%	19k	243.10	View chart
Amazon (AMZN)	1.6	$4.5M	-2%	21k	219.57	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.6	$4.3M		60k	72.26	View chart
Broadcom (AVGO)	1.5	$4.2M	+11%	13k	329.93	View chart
The Alger Etf Trust Mid Cap 40 Etf (FRTY)	1.5	$4.2M		187k	22.39	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	1.5	$4.0M	+10%	155k	25.85	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	1.4	$3.9M	+3%	52k	76.01	View chart
Mfs Active Exchange Traded F Growth Etf (MFSG)	1.4	$3.8M		135k	28.15	View chart
Zacks Trust Focus Growth Etf (GROZ)	1.4	$3.7M	+4%	127k	29.34	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	1.3	$3.7M	-6%	41k	89.77	View chart
Pgim Etf Tr Total Return Bon (PTRB)	1.3	$3.7M	+21%	87k	42.20	View chart
Tesla Motors Put Option (TSLA)	1.3	$3.6M	+9%	8.2k	444.72	View chart
Starboard Invt Tr Adaptive Alpha (AGOX)	1.3	$3.6M	+5%	116k	30.70	View chart
First Tr Exchange-traded Vest Investment (LQTI)	1.3	$3.5M	+2%	170k	20.41	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	1.2	$3.4M		30k	114.40	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	1.2	$3.3M	+5%	34k	98.59	View chart
JPMorgan Chase & Co. (JPM)	1.2	$3.3M	+42%	10k	315.45	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	1.2	$3.2M	+2%	56k	57.52	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.2	$3.2M	+7%	56k	57.10	View chart
Costco Wholesale Corporation (COST)	1.1	$3.1M	+2%	3.4k	925.83	View chart
Meta Platforms Cl A (META)	1.1	$3.0M	+7%	4.1k	734.48	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	1.1	$2.9M	+13%	56k	52.23	View chart
New York Life Investments Et Nyli Ftse Intern (HFXI)	1.0	$2.9M	+30%	93k	31.01	View chart
Global X Fds Us Infr Dev Etf (PAVE)	1.0	$2.8M	+12%	60k	47.63	View chart
Dbx Etf Tr Xtrackers Us Nat (CRTC)	1.0	$2.8M	NEW	77k	36.43	View chart
Royal Caribbean Cruises (RCL)	0.9	$2.4M	+7%	7.4k	323.58	View chart
Visa Com Cl A (V)	0.9	$2.3M	+5%	6.8k	341.42	View chart
Sandisk Corp (SNDK)	0.8	$2.1M	+7%	18k	112.20	View chart
Zacks Trust Small/mid Cap (SMIZ)	0.7	$2.0M		53k	37.35	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$2.0M	+3%	3.0k	666.18	View chart
Zscaler Incorporated (ZS)	0.7	$1.9M		6.5k	299.66	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.7	$1.9M	+7%	14k	134.42	View chart
American Centy Etf Tr Large Cap Growth (ACGR)	0.7	$1.8M	+7%	28k	65.21	View chart
Uber Technologies (UBER)	0.7	$1.8M	-20%	19k	97.97	View chart
Putnam Etf Trust Bdc Income Etf (PBDC)	0.6	$1.7M	+13%	55k	31.78	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.6	$1.7M	+5%	42k	40.35	View chart
Home Depot (HD)	0.6	$1.7M		4.1k	405.24	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.6	$1.6M		35k	46.42	View chart
Global X Fds Defense Tech Etf (SHLD)	0.6	$1.6M		23k	70.24	View chart
American Centy Etf Tr Focused Dynamic (FDG)	0.6	$1.6M	+8%	14k	120.44	View chart
salesforce (CRM)	0.6	$1.6M	+452%	6.8k	237.02	View chart
Global X Fds Data Ctr & Digit (DTCR)	0.6	$1.6M	+9%	78k	20.48	View chart
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)	0.6	$1.5M	+7%	59k	25.90	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.6	$1.5M	+8%	19k	78.34	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.5	$1.5M	+4%	11k	130.28	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.5	$1.4M		16k	93.64	View chart
Advanced Micro Devices (AMD)	0.5	$1.4M	+8%	8.8k	161.79	View chart
Grayscale Ethereum Trust Etf SHS (ETHE)	0.5	$1.3M	-9%	38k	34.27	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$1.3M	+42%	2.6k	502.74	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.5	$1.3M	NEW	35k	36.30	View chart
Eaton Corp SHS (ETN)	0.5	$1.3M	+20%	3.3k	374.25	View chart
Republic Services (RSG)	0.4	$1.2M	+8%	5.3k	229.52	View chart
Ferrari Nv Ord (RACE)	0.4	$1.2M	+6%	2.4k	485.22	View chart
Kla Corp Com New (KLAC)	0.4	$1.2M		1.1k	1078.60	View chart
Pgim Etf Tr Shrt Dur Hgh Yld (PSH)	0.4	$1.1M	+10%	22k	50.79	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$1.1M		4.4k	243.58	View chart
Marsh & McLennan Companies (MMC)	0.4	$1.1M	-9%	5.3k	201.53	View chart
Caterpillar (CAT)	0.4	$1.1M	+7%	2.2k	477.15	View chart
Abbvie (ABBV)	0.4	$1.1M		4.5k	231.57	View chart
New York Life Invts Active E Nyli Mackay Core (CPLB)	0.4	$1.0M	+63%	48k	21.38	View chart
Mastercard Incorporated Cl A (MA)	0.4	$1.0M	+3%	1.8k	568.81	View chart
Eli Lilly & Co. (LLY)	0.4	$1.0M	-36%	1.3k	763.03	View chart
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)	0.4	$992k	+17%	13k	74.09	View chart
Quanta Services (PWR)	0.4	$986k	+10%	2.4k	414.42	View chart
Federated Hermes Etf Trust Hermes Total Ret (FTRB)	0.4	$986k	+23%	39k	25.39	View chart
First Tr Exchng Traded Fd Vi Actv Fctr Mdcp (AFMC)	0.4	$977k	+5%	29k	34.31	View chart
Johnson & Johnson (JNJ)	0.4	$976k		5.3k	185.42	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	0.4	$976k		12k	80.65	View chart
Federated Hermes Etf Trust Short Duration H (FHYS)	0.4	$968k	NEW	42k	23.26	View chart
Federated Hermes Etf Trust Mdt Large Cap (FLCV)	0.3	$942k		31k	30.49	View chart
Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ)	0.3	$931k	+4%	18k	52.46	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$913k	-2%	1.4k	669.56	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.3	$899k	+9%	6.0k	151.09	View chart
Monolithic Power Systems (MPWR)	0.3	$871k	+7%	946.00	920.64	View chart
Wisdomtree Tr Equity Premium (WTPI)	0.3	$860k	NEW	26k	33.27	View chart
UnitedHealth (UNH)	0.3	$844k	+7%	2.4k	345.34	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$843k	+9%	1.8k	479.61	View chart
Servicenow (NOW)	0.3	$773k	+8%	840.00	920.28	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$770k		2.2k	355.47	View chart
Proshares Tr Large Cap Cre (CSM)	0.3	$770k	-7%	10k	76.57	View chart
Take-Two Interactive Software (TTWO)	0.3	$722k		2.8k	258.36	View chart
Toast Cl A (TOST)	0.3	$704k	+4%	19k	36.51	View chart
Wal-Mart Stores (WMT)	0.3	$702k	-4%	6.8k	103.07	View chart
Samsara Com Cl A (IOT)	0.3	$693k	+7%	19k	37.25	View chart
S&p Global (SPGI)	0.3	$686k	+7%	1.4k	486.71	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$666k	+48%	2.0k	328.27	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.2	$665k		4.3k	155.47	View chart
Lam Research Corp Com New (LRCX)	0.2	$665k	+5%	5.0k	133.90	View chart
International Business Machines (IBM)	0.2	$650k		2.3k	282.16	View chart
Chevron Corporation (CVX)	0.2	$616k	+2%	4.0k	155.31	View chart
Exchange Traded Concepts Tru Inqq The India I (INQQ)	0.2	$615k	+3%	39k	15.60	View chart
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)	0.2	$610k		5.2k	118.08	View chart
Intuitive Surgical Com New (ISRG)	0.2	$609k	+9%	1.4k	447.23	View chart
Procter & Gamble Company (PG)	0.2	$597k		3.9k	153.69	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.2	$596k	-7%	16k	38.02	View chart
New York Life Invts Active E Nyli Mackay Secu (SECR)	0.2	$544k	+164%	21k	26.18	View chart
Deere & Company (DE)	0.2	$542k	+10%	1.2k	457.62	View chart
Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV)	0.2	$497k		9.5k	52.12	View chart
Textron (TXT)	0.2	$495k	+6%	5.9k	84.49	View chart
Southern Company (SO)	0.2	$489k		5.2k	94.79	View chart
Netflix (NFLX)	0.2	$481k	+15%	401.00	1198.92	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$467k		2.5k	186.49	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	0.2	$465k		15k	31.11	View chart
Cisco Systems (CSCO)	0.2	$422k		6.2k	68.42	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$413k	-6%	688.00	600.84	View chart
Vanguard World Mega Cap Index (MGC)	0.1	$405k		1.7k	244.09	View chart
TransDigm Group Incorporated (TDG)	0.1	$390k	+5%	296.00	1318.02	View chart
Martin Marietta Materials (MLM)	0.1	$386k	+8%	613.00	630.28	View chart
Domino's Pizza (DPZ)	0.1	$375k	+7%	868.00	431.71	View chart
Listed Fds Tr Swan Hedged Eqty (HEGD)	0.1	$371k	-3%	15k	24.92	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$368k	-3%	9.6k	38.29	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.1	$357k	-18%	7.1k	50.63	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$347k	-2%	8.1k	42.79	View chart
Welltower Inc Com reit (WELL)	0.1	$347k		1.9k	178.14	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$334k	+2%	2.2k	148.61	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$332k	+17%	1.1k	309.74	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$318k	+9%	2.7k	119.51	View chart
Goldman Sachs (GS)	0.1	$314k	+21%	394.00	796.35	View chart
Spdr Series Trust Aerospace Def (XAR)	0.1	$310k		1.3k	234.97	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$297k	+3%	6.8k	43.92	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$297k		782.00	379.24	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)	0.1	$294k		7.6k	38.88	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$291k	-2%	3.3k	89.34	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.1	$287k	+19%	8.3k	34.75	View chart
Spdr Series Trust Ssga Us Lrg Etf (LGLV)	0.1	$284k		1.6k	178.16	View chart
Equinix (EQIX)	0.1	$280k	+18%	357.00	783.24	View chart
Abbott Laboratories (ABT)	0.1	$278k		2.1k	133.97	View chart
Broadridge Financial Solutions (BR)	0.1	$275k		1.2k	238.17	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$273k		583.00	468.45	View chart
Gladstone Investment Corporation (GAIN)	0.1	$268k	-21%	19k	13.82	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$267k		1.1k	242.11	View chart
Parker-Hannifin Corporation (PH)	0.1	$266k	+2%	351.00	758.15	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$266k	-6%	2.4k	108.70	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.1	$265k	-24%	5.4k	49.31	View chart
Coca-Cola Company (KO)	0.1	$263k	+3%	4.0k	66.34	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$250k		7.5k	33.42	View chart
Nio Spon Ads (NIO)	0.1	$243k	+25%	32k	7.62	View chart
Coherent Corp (COHR)	0.1	$235k	NEW	2.2k	107.72	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$234k		1.6k	142.10	View chart
Duke Energy Corp Com New (DUK)	0.1	$234k		1.9k	123.75	View chart
Exxon Mobil Corporation (XOM)	0.1	$234k		2.1k	112.80	View chart
Talen Energy Corp (TLN)	0.1	$232k	NEW	546.00	425.38	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$231k	NEW	573.00	402.42	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$230k		4.6k	49.84	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$226k	NEW	1.3k	178.73	View chart
The Alger Etf Trust Concentrated Eqt (CNEQ)	0.1	$222k	NEW	6.3k	35.16	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$220k	+6%	3.0k	73.30	View chart
Spdr Series Trust Bloomberg Intl T (BWX)	0.1	$217k		9.4k	23.00	View chart
CMS Energy Corporation (CMS)	0.1	$217k		3.0k	73.26	View chart
Pepsi (PEP)	0.1	$216k	NEW	1.5k	140.49	View chart
Automatic Data Processing (ADP)	0.1	$214k	NEW	730.00	293.50	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$212k	NEW	780.00	271.12	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$211k	NEW	4.2k	50.78	View chart
Ameren Corporation (AEE)	0.1	$211k	NEW	2.0k	104.41	View chart
Walt Disney Company (DIS)	0.1	$211k	+13%	1.8k	114.51	View chart
Pfizer (PFE)	0.1	$207k	-15%	8.1k	25.48	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$204k	-4%	415.00	490.38	View chart
L3harris Technologies (LHX)	0.1	$203k	NEW	665.00	305.41	View chart
Coinbase Global Com Cl A Call Option (COIN)	0.1	$202k	NEW	597.00	337.49	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$187k	+3%	11k	17.16	View chart
Cleanspark Com New (CLSK)	0.1	$178k		12k	14.50	View chart
Opendoor Technologies (OPEN)	0.0	$116k	NEW	15k	7.97	View chart
Innoviz Technologies SHS Call Option (INVZ)	0.0	$36k	NEW	18k	2.04	View chart
Cardiol Therapeutics Com Cl A Call Option (CRDL)	0.0	$32k	NEW	30k	1.07	View chart
Sellas Life Sciences Group I Com New (SLS)	0.0	$30k	+12%	19k	1.61	View chart
Heartcore Enterprises (HTCR)	0.0	$12k	-30%	15k	0.81	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 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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