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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, ISPY, PVAL, and represent 18.59% of Prosperity Financial Group's stock portfolio.
Added to shares of these 10 stocks: AAPL, ABBV, HFXI, AVUV, TJX, CGIC, Transamerica Large Value Active Etf, ROK, JPM, UTES.
Started 21 new stock positions in OPER, PAYR, ROK, LMT, Transamerica Large Value Active Etf, SPEM, ROST, BIL, AVUV, ACYN. SHV, VIGI, EME, PNNT, DUK, CMS, INCM, FXN, FIX, MCD, TJX.
Reduced shares in these 10 stocks: SNDK (-$11M), PGRO, AVGO, QCOC, CIBR, SKYY, PVAL, ALAB, MISL, AIRR.
Sold out of its positions in ALAB, BR, DIS, KNG, FFOG, AJG, BTC, QQQ, MRSH, ORCL. QCOM, DIA, TLN, WDAY, INVZ.
Prosperity Financial Group was a net seller of stock by $-2.6M.
Prosperity Financial Group has $271M in assets under management (AUM), dropping by -2.56%.
Central Index Key (CIK): 0001991334

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Portfolio Holdings for Prosperity Financial Group

Prosperity Financial Group holds 186 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	6.9	$19M	+18%	74k	253.79	View chart
NVIDIA Corporation (NVDA)	4.3	$12M		66k	174.40	View chart
Microsoft Corporation (MSFT)	2.7	$7.3M	+2%	20k	370.17	View chart
Proshares Tr S&p 500 High Inc (ISPY)	2.4	$6.5M	+4%	151k	43.35	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	2.3	$6.2M	-12%	134k	46.40	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.3	$6.2M		22k	287.56	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	1.9	$5.1M	-10%	46k	110.78	View chart
Pgim Etf Tr Jennison Foc Gwt (PJFG)	1.8	$5.0M	-5%	51k	97.38	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCOC)	1.8	$4.8M	-23%	217k	21.99	View chart
First Tr Exchange-traded Indxx Aerospace (MISL)	1.7	$4.7M	-14%	105k	44.71	View chart
New York Life Investments Et Nyli Ftse Intern (HFXI)	1.7	$4.7M	+42%	140k	33.58	View chart
Amazon (AMZN)	1.6	$4.5M		21k	208.27	View chart
Pgim Etf Tr Total Return Bon (PTRB)	1.6	$4.5M	+5%	107k	41.51	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.6	$4.4M	-9%	55k	80.61	View chart
Mfs Active Exchange Traded F Growth Etf (MFSG)	1.6	$4.3M	-4%	170k	25.59	View chart
JPMorgan Chase & Co. (JPM)	1.5	$4.0M	+29%	14k	294.17	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	1.5	$4.0M	+2%	157k	25.55	View chart
Etfis Ser Tr I Virtus Reaves Ut (UTES)	1.3	$3.6M	+28%	45k	79.90	View chart
Putnam Etf Trust Focsd Larcp Gwt (PGRO)	1.3	$3.6M	-31%	90k	40.29	View chart
Palantir Technologies Cl A (PLTR)	1.3	$3.6M		25k	146.28	View chart
First Tr Exchange-traded Vest Investment (LQTI)	1.3	$3.5M	+5%	181k	19.58	View chart
Zacks Trust Focus Growth Etf (GROZ)	1.3	$3.5M	-3%	128k	27.57	View chart
Tesla Motors (TSLA)	1.3	$3.4M	-3%	9.3k	371.73	View chart
Costco Wholesale Corporation (COST)	1.2	$3.3M		3.3k	996.35	View chart
Starboard Invt Tr Adaptive Alpha (AGOX)	1.1	$3.1M		116k	26.62	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	1.1	$3.0M	-9%	32k	93.66	View chart
Capital Group International SHS (CGIC)	1.1	$2.9M	+72%	89k	33.11	View chart
Dbx Etf Tr Xtrackers Us Nat (CRTC)	1.1	$2.8M		80k	35.45	View chart
Global X Fds Us Infr Dev Etf (PAVE)	1.0	$2.8M	-10%	55k	50.81	View chart
Broadcom (AVGO)	1.0	$2.8M	-34%	9.1k	309.50	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	1.0	$2.7M		55k	50.04	View chart
Meta Platforms Cl A (META)	1.0	$2.7M	+2%	4.7k	572.11	View chart
Abbvie (ABBV)	0.9	$2.5M	+159%	12k	217.49	View chart
Global X Fds Defense Tech Etf (SHLD)	0.9	$2.4M	+41%	33k	70.84	View chart
Caterpillar (CAT)	0.8	$2.2M	+23%	3.1k	708.46	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.8	$2.0M		39k	52.76	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.7	$2.0M	+20%	51k	38.98	View chart
Advanced Micro Devices (AMD)	0.7	$2.0M	+2%	9.7k	203.43	View chart
Zacks Trust Small/mid Cap (SMIZ)	0.7	$1.9M	-3%	51k	37.07	View chart
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)	0.7	$1.9M	+8%	71k	26.27	View chart
Sandisk Corp (SNDK)	0.7	$1.8M	-85%	2.9k	635.34	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.6	$1.8M	-2%	2.7k	650.43	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.6	$1.7M	-6%	16k	105.03	View chart
Global X Fds Data Ctr & Digit (DTCR)	0.6	$1.7M	-15%	70k	23.96	View chart
Spdr Series Trust State Street Spd (SPYM)	0.6	$1.6M	+3%	21k	76.54	View chart
Mfs Active Exchange Traded F Value Etf (MFSV)	0.6	$1.5M		58k	26.73	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.6	$1.5M		16k	92.76	View chart
American Centy Etf Tr Focused Dynamic (FDG)	0.6	$1.5M	-8%	13k	114.05	View chart
Visa Com Cl A (V)	0.5	$1.5M		4.9k	302.25	View chart
Kla Corp Com New (KLAC)	0.5	$1.4M	-2%	978.00	1472.42	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.5	$1.4M	+35%	8.8k	163.59	View chart
Quanta Services (PWR)	0.5	$1.4M	+2%	2.6k	549.02	View chart
Eli Lilly & Co. (LLY)	0.5	$1.4M	+4%	1.6k	919.92	View chart
Eaton Corp SHS (ETN)	0.5	$1.4M	+7%	4.0k	357.67	View chart
American Centy Etf Tr Large Cap Growth (ACGR)	0.5	$1.4M	-20%	24k	59.41	View chart
First Tr Exchange-traded Structured Cr In (SCIO)	0.5	$1.4M	+41%	67k	20.64	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.5	$1.4M	+22%	52k	26.26	View chart
Uber Technologies (UBER)	0.5	$1.3M		19k	71.93	View chart
Republic Services (RSG)	0.5	$1.3M	+58%	6.0k	219.03	View chart
Lam Research Corp Com New (LRCX)	0.5	$1.3M	+4%	6.1k	213.66	View chart
Intuitive Surgical Com New (ISRG)	0.5	$1.3M	+93%	2.8k	460.99	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.5	$1.3M	-10%	10k	125.13	View chart
Home Depot (HD)	0.5	$1.3M		3.8k	328.88	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.5	$1.3M	NEW	11k	110.47	View chart
TJX Companies (TJX)	0.5	$1.3M	NEW	7.9k	159.71	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$1.3M		2.6k	479.20	View chart
Johnson & Johnson (JNJ)	0.5	$1.2M		5.0k	244.46	View chart
Viking Holdings Ord Shs (VIK)	0.4	$1.2M	+2%	16k	73.48	View chart
2023 Etf Series Trust Transamerica Lar	0.4	$1.2M	NEW	47k	25.10	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.4	$1.1M	+45%	25k	46.19	View chart
Monolithic Power Systems (MPWR)	0.4	$1.1M		1.0k	1093.35	View chart
New York Life Invts Active E Nyli Mackay Core (CPLB)	0.4	$1.1M	+19%	53k	20.98	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.4	$1.1M	-56%	18k	62.68	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.4	$1.1M	-7%	33k	33.74	View chart
salesforce (CRM)	0.4	$1.1M	-17%	5.7k	186.66	View chart
First Tr Exchng Traded Fd Vi Actv Fctr Mdcp (AFMC)	0.4	$1.0M		30k	35.51	View chart
Royal Caribbean Cruises (RCL)	0.4	$1.0M	+3%	3.7k	275.18	View chart
Rockwell Automation (ROK)	0.4	$1.0M	NEW	2.8k	358.88	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$1.0M	+11%	3.2k	320.77	View chart
Federated Hermes Etf Trust Mdt Large Cap (FLCV)	0.4	$996k		32k	31.50	View chart
Federated Hermes Etf Trust Hermes Total Ret (FTRB)	0.4	$963k	+5%	38k	25.14	View chart
Wisdomtree Tr Equity Premium (WTPI)	0.4	$959k	+20%	30k	31.91	View chart
Wal-Mart Stores (WMT)	0.4	$953k	+9%	7.7k	124.28	View chart
New York Life Invts Active E Nyli Mackay Secu (SECR)	0.3	$939k	+52%	37k	25.65	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$928k		3.2k	286.82	View chart
Ferrari Nv Ord (RACE)	0.3	$918k	+2%	2.7k	338.45	View chart
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)	0.3	$905k	-2%	13k	71.81	View chart
Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ)	0.3	$899k	+6%	18k	49.49	View chart
Zscaler Incorporated (ZS)	0.3	$879k	-3%	6.3k	140.29	View chart
Mastercard Incorporated Cl A (MA)	0.3	$864k	-3%	1.7k	499.70	View chart
Chevron Corporation (CVX)	0.3	$860k	+3%	4.2k	206.92	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$844k		2.0k	430.29	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$810k	-8%	1.2k	653.12	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$781k		1.8k	436.79	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.3	$761k	+21%	19k	39.43	View chart
Deere & Company (DE)	0.3	$756k	+4%	1.3k	563.12	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.3	$751k	+5%	4.5k	165.69	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$748k	-2%	13k	56.68	View chart
Proshares Tr Large Cap Cre (CSM)	0.3	$739k		9.9k	74.82	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.3	$737k	+214%	11k	68.28	View chart
UnitedHealth (UNH)	0.3	$724k	+5%	2.7k	270.59	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.3	$688k	+2%	14k	49.40	View chart
Spdr Series Trust State Street Spd (SPTM)	0.3	$679k	-26%	8.6k	79.06	View chart
Samsara Com Cl A (IOT)	0.2	$658k	+3%	21k	31.69	View chart
Grayscale Ethereum Staking E SHS (ETHE)	0.2	$655k		38k	17.07	View chart
Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV)	0.2	$642k	-3%	12k	55.66	View chart
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)	0.2	$624k		5.2k	120.74	View chart
Toast Cl A (TOST)	0.2	$573k	+3%	22k	26.51	View chart
Textron (TXT)	0.2	$566k	+2%	6.5k	87.56	View chart
Proshares Tr Russell 2000 Hig (ITWO)	0.2	$564k		14k	39.78	View chart
Take-Two Interactive Software (TTWO)	0.2	$559k		2.8k	197.50	View chart
Procter & Gamble Company (PG)	0.2	$555k	+2%	3.8k	144.45	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.2	$542k		12k	43.66	View chart
Coherent Corp (COHR)	0.2	$520k		2.2k	238.21	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$518k	+2%	9.3k	55.52	View chart
International Business Machines (IBM)	0.2	$518k		2.1k	242.41	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.2	$506k	+39%	13k	40.54	View chart
Cisco Systems (CSCO)	0.2	$503k	-2%	6.5k	77.59	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$492k	-27%	4.1k	118.60	View chart
Servicenow (NOW)	0.2	$481k	+2%	4.6k	104.55	View chart
Southern Company (SO)	0.2	$477k		4.9k	96.52	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	0.2	$464k		15k	31.25	View chart
Goldman Sachs (GS)	0.2	$448k	+13%	529.00	845.99	View chart
Equinix (EQIX)	0.2	$419k	+7%	427.00	980.25	View chart
Federated Hermes Etf Trust Enhanced Income (PAYR)	0.2	$418k	NEW	7.8k	53.62	View chart
Martin Marietta Materials (MLM)	0.1	$403k	+3%	684.00	588.68	View chart
Vanguard World Mega Cap Index (MGC)	0.1	$395k		1.7k	236.35	View chart
TransDigm Group Incorporated (TDG)	0.1	$387k	+4%	334.00	1158.96	View chart
Welltower Inc Com reit (WELL)	0.1	$367k	-4%	1.9k	197.71	View chart
Listed Fds Tr Swan Hedged Eqty (HEGD)	0.1	$360k		15k	24.70	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$348k	+13%	3.5k	100.19	View chart
Exxon Mobil Corporation (XOM)	0.1	$345k		2.0k	169.70	View chart
Domino's Pizza (DPZ)	0.1	$344k	+3%	960.00	358.80	View chart
Parker-Hannifin Corporation (PH)	0.1	$341k	+4%	381.00	895.24	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$336k	+51%	4.5k	75.19	View chart
Spdr Series Trust State Street Spd (XAR)	0.1	$335k		1.3k	253.99	View chart
Pgim Etf Tr Shrt Dur Hgh Yld (PSH)	0.1	$332k		6.7k	49.60	View chart
Sterling Construction Company (STRL)	0.1	$326k		801.00	407.27	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$324k		6.4k	50.37	View chart
The Alger Etf Trust Concentrated Eqt (CNEQ)	0.1	$315k	+27%	10k	31.12	View chart
Spdr Series Trust State Street Spd (BIL)	0.1	$311k	NEW	3.4k	91.64	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.1	$308k	NEW	2.8k	110.39	View chart
First Tr Exchange-traded Vest Laddered (ACYN)	0.1	$306k	NEW	15k	20.38	View chart
Etf Ser Solutions Clearshs Ultra (OPER)	0.1	$305k	NEW	3.0k	100.08	View chart
L3harris Technologies (LHX)	0.1	$301k	+9%	871.00	345.15	View chart
Coca-Cola Company (KO)	0.1	$299k	+2%	3.9k	76.06	View chart
First Tr Exchange-traded Bloomberg Nuclea (RCTR)	0.1	$298k		8.6k	34.80	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)	0.1	$296k		7.5k	39.42	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$291k		2.5k	118.62	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$290k		783.00	370.50	View chart
Emcor (EME)	0.1	$285k	NEW	386.00	738.31	View chart
Spdr Series Trust State Street Spd (LGLV)	0.1	$284k		1.6k	178.10	View chart
Comfort Systems USA (FIX)	0.1	$283k	NEW	205.00	1378.99	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.1	$277k	NEW	5.9k	46.91	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	0.1	$275k	+27%	6.9k	39.81	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$274k		1.1k	247.94	View chart
American Express Company (AXP)	0.1	$269k	+9%	889.00	302.52	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$265k	-3%	6.6k	40.19	View chart
Tidal Trust Ii Blueprint Chesap (TFPN)	0.1	$257k	+16%	9.2k	27.81	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$253k		1.7k	151.41	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$252k	-3%	2.3k	111.18	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$248k	-2%	7.3k	33.77	View chart
Duke Energy Corp Com New (DUK)	0.1	$244k	NEW	1.9k	130.94	View chart
Netflix (NFLX)	0.1	$241k	-3%	2.5k	96.15	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$241k		565.00	426.44	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.1	$238k	-27%	5.2k	45.65	View chart
The Alger Etf Trust Mid Cap 40 Etf (FRTY)	0.1	$237k	-6%	12k	19.48	View chart
Ameren Corporation (AEE)	0.1	$228k	+2%	2.1k	109.91	View chart
Ross Stores (ROST)	0.1	$226k	NEW	1.0k	216.63	View chart
First Tr Exchange-traded Energy Alphadx (FXN)	0.1	$224k	NEW	10k	22.46	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$224k	+4%	3.2k	70.18	View chart
Gladstone Investment Corporation (GAIN)	0.1	$223k		16k	14.20	View chart
Abbott Laboratories (ABT)	0.1	$220k	+2%	2.1k	102.65	View chart
CMS Energy Corporation (CMS)	0.1	$217k	NEW	2.8k	77.59	View chart
First Tr Exchange-traded Cloud Computing (SKYY)	0.1	$217k	-86%	2.0k	109.36	View chart
Franklin Templeton Etf Tr Income Focus Etf (INCM)	0.1	$214k	NEW	7.5k	28.75	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$213k	NEW	2.4k	88.46	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$211k		573.00	367.62	View chart
McDonald's Corporation (MCD)	0.1	$207k	NEW	666.00	310.90	View chart
Automatic Data Processing (ADP)	0.1	$205k	+15%	1.0k	203.18	View chart
Lockheed Martin Corporation (LMT)	0.1	$204k	NEW	337.00	604.61	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$204k	+2%	11k	19.30	View chart
Nio Spon Ads (NIO)	0.1	$147k	-23%	24k	6.03	View chart
Cleanspark Com New (CLSK)	0.0	$105k		12k	8.51	View chart
PennantPark Investment (PNNT)	0.0	$52k	NEW	12k	4.49	View chart
Heartcore Enterprises (HTCR)	0.0	$3.4k		15k	0.22	View chart

Past Filings by Prosperity Financial Group

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

Prosperity Financial Group 2026 Q1 filed May 13, 2026
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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