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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, AIRR, GOOGL, ISPY, and represent 17.87% of Prosperity Financial Group's stock portfolio.
Added to shares of these 10 stocks: ALAI (+$5.3M), QMMY (+$5.1M), AMAX, AVXC, KLAC, AIRR, ACYN, FDG, JAAA, SCIO.
Started 17 new stock positions in AMAX, USRT, AVXC, ASML, CRWD, JHML, IESC, QMMY, INTC, QCOM. DIA, MU, ALAI, SPMC, TSM, AMAT, GE.
Reduced shares in these 10 stocks: QCOC, SNDK, UTES, AGOX, QGRO, , NVDA, AAAU, COWG, JEPI.
Sold out of its positions in ABT, OPER, UTES, XOM, FTCS, FXN, SKYY, AAAU, Heartcore Enterprises, IWM. IEI, SHV, JEPI, LMT, MCD, NFLX, COWG, BIL, AGOX.
Prosperity Financial Group was a net buyer of stock by $16M.
Prosperity Financial Group has $323M in assets under management (AUM), dropping by 19.16%.
Central Index Key (CIK): 0001991334

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Portfolio Holdings for Prosperity Financial Group

Prosperity Financial Group holds 184 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	6.7	$22M		74k	289.36	View chart
NVIDIA Corporation (NVDA)	3.7	$12M	-9%	60k	200.09	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	2.7	$8.6M	+40%	64k	133.25	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.5	$8.1M	+5%	23k	357.37	View chart
Proshares Tr S&p 500 High Etf (ISPY)	2.3	$7.5M	+3%	156k	48.19	View chart
Microsoft Corporation (MSFT)	2.3	$7.4M		20k	373.03	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	2.1	$6.8M		134k	50.95	View chart
Pgim Etf Tr Jennison Foc Gwt (PJFG)	1.9	$6.0M		52k	116.02	View chart
Advanced Micro Devices (AMD)	1.8	$5.7M	+2%	9.9k	580.91	View chart
New York Life Investments Et Ftse Intl Eqty C (HFXI)	1.8	$5.7M	+7%	150k	38.09	View chart
The Alger Etf Trust Ai Enablers Adop (ALAI)	1.6	$5.3M	NEW	116k	45.64	View chart
Mfs Active Exchange Traded F Growth Etf (MFSG)	1.6	$5.2M		172k	30.27	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.6	$5.2M	+4%	57k	91.21	View chart
Amazon (AMZN)	1.6	$5.2M		22k	238.34	View chart
First Tr Exchng Traded Fd Vi Vest Nasdaq 100 (QMMY)	1.6	$5.1M	NEW	191k	26.49	View chart
First Tr Exchange-traded Indxx Aerospace (MISL)	1.5	$4.8M		106k	45.77	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	1.5	$4.7M	+3%	161k	29.40	View chart
Pgim Etf Tr Tota Retu Bd Etf (PTRB)	1.4	$4.5M		109k	41.46	View chart
JPMorgan Chase & Co. (JPM)	1.4	$4.5M		14k	327.35	View chart
Starboard Invt Tr Adaptive Hdgd Mu (AMAX)	1.4	$4.5M	NEW	606k	7.40	View chart
Putnam Etf Trust Focsd Larcp Gwt (PGRO)	1.4	$4.4M	+2%	92k	47.66	View chart
Zacks Trust Focus Growth Etf (GROZ)	1.3	$4.2M	+2%	131k	31.78	View chart
Tesla Motors (TSLA)	1.2	$4.0M	+2%	9.5k	420.62	View chart
First Tr Exchange-traded Vest Investment (LQTI)	1.2	$3.9M	+12%	204k	19.31	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	1.2	$3.8M	+25%	69k	55.57	View chart
American Centy Etf Tr Avan Emer Ex Etf (AVXC)	1.2	$3.7M	NEW	44k	85.65	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	1.2	$3.7M		33k	114.88	View chart
Broadcom (AVGO)	1.1	$3.6M	+5%	9.6k	377.76	View chart
Capital Group International SHS (CGIC)	1.0	$3.4M	+4%	93k	36.39	View chart
Costco Wholesale Corporation (COST)	1.0	$3.3M	+4%	3.5k	935.48	View chart
Caterpillar (CAT)	1.0	$3.2M	-3%	3.0k	1064.90	View chart
American Centy Etf Tr Focused Dynamic (FDG)	1.0	$3.2M	+81%	24k	133.10	View chart
Dbx Etf Tr Xtra Us Natl Etf (CRTC)	1.0	$3.2M		81k	38.99	View chart
Global X Fds Us Infr Dev Etf (PAVE)	1.0	$3.1M	-3%	53k	58.92	View chart
Meta Platforms Cl A (META)	0.9	$3.0M	+12%	5.3k	563.30	View chart
Kla Corp Com New (KLAC)	0.9	$2.9M	+896%	9.7k	301.71	View chart
Abbvie (ABBV)	0.9	$2.9M		12k	251.66	View chart
Palantir Technologies Cl A (PLTR)	0.9	$2.9M		25k	116.67	View chart
Sandisk Corp (SNDK)	0.8	$2.7M	-58%	1.2k	2273.73	View chart
Lam Research Corp Com New (LRCX)	0.8	$2.6M		6.1k	433.33	View chart
First Tr Exchange-traded Structured Cr In (SCIO)	0.8	$2.6M	+84%	124k	20.67	View chart
Zacks Trust Small/mid Cap (SMIZ)	0.7	$2.3M		52k	44.62	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.7	$2.2M		51k	43.28	View chart
Global X Fds Data Ctr Dig Etf (DTCR)	0.7	$2.1M		70k	30.37	View chart
Global X Fds Defense Tech Etf (SHLD)	0.6	$2.1M	+4%	35k	59.71	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.6	$2.0M		2.7k	746.93	View chart
Quanta Services (PWR)	0.6	$2.0M	+4%	2.7k	720.04	View chart
Eli Lilly & Co. (LLY)	0.6	$1.9M	+2%	1.6k	1200.03	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.6	$1.9M	+3%	22k	87.88	View chart
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)	0.5	$1.8M	-11%	63k	27.93	View chart
First Tr Exchange-traded Vest Laddered (ACYN)	0.5	$1.8M	+464%	85k	20.79	View chart
Eaton Corp SHS (ETN)	0.5	$1.8M	+3%	4.1k	426.12	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.5	$1.7M		38k	45.52	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.5	$1.7M	+3%	9.1k	191.77	View chart
Viking Holdings Ord Shs (VIK)	0.5	$1.7M		16k	104.67	View chart
Mfs Active Exchange Traded F Value Etf (MFSV)	0.5	$1.6M		57k	28.57	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.5	$1.6M	+401%	32k	50.49	View chart
American Centy Etf Tr Larg Ca Grow Etf (ACGR)	0.5	$1.6M		24k	69.13	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.5	$1.6M		18k	89.85	View chart
Visa Com Cl A (V)	0.5	$1.5M	-8%	4.4k	343.15	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.5	$1.5M	+5%	12k	124.77	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.5	$1.5M	+2%	10k	141.89	View chart
Monolithic Power Systems (MPWR)	0.5	$1.5M	+3%	1.1k	1382.37	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.4	$1.4M	+3%	54k	26.18	View chart
Rockwell Automation (ROK)	0.4	$1.4M		2.8k	495.10	View chart
Ross Stores (ROST)	0.4	$1.4M	+525%	6.5k	212.85	View chart
Deere & Company (DE)	0.4	$1.3M	+58%	2.1k	634.59	View chart
Republic Services (RSG)	0.4	$1.3M	+3%	6.3k	213.10	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$1.3M		2.7k	500.39	View chart
2023 Etf Series Trust Tran Larg Va Etf (TALV)	0.4	$1.3M		48k	27.51	View chart
Home Depot (HD)	0.4	$1.3M	-3%	3.7k	352.74	View chart
TJX Companies (TJX)	0.4	$1.3M	+6%	8.4k	151.51	View chart
Johnson & Johnson (JNJ)	0.4	$1.2M	-2%	4.9k	253.98	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$1.2M	+5%	3.3k	370.11	View chart
First Tr Exchng Traded Fd Vi Actv Fctr Mdcp (AFMC)	0.4	$1.2M		30k	40.98	View chart
Royal Caribbean Cruises (RCL)	0.4	$1.2M	+3%	3.8k	317.53	View chart
Intuitive Surgical Com New (ISRG)	0.4	$1.2M	+5%	2.9k	397.68	View chart
New York Life Invts Active E Mack Core Bd Etf (CPLB)	0.4	$1.2M	+4%	56k	20.90	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.4	$1.2M	+31%	14k	81.06	View chart
Federated Hermes Etf Trust Mdt Large Cap (FLCV)	0.4	$1.2M		32k	35.86	View chart
UnitedHealth (UNH)	0.3	$1.1M		2.7k	415.65	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$1.1M	-2%	3.2k	353.37	View chart
Uber Technologies (UBER)	0.3	$1.1M	-16%	16k	72.16	View chart
Goldman Sachs Etf Tr Nasda 100 Etf (GPIQ)	0.3	$1.1M		19k	59.31	View chart
New York Life Invts Active E Mackay Securiti (SECR)	0.3	$1.1M	+17%	43k	25.38	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$1.0M	+12%	1.4k	748.94	View chart
Federated Hermes Etf Trust Tota Retu Bd Etf (FTRB)	0.3	$1.0M	+8%	42k	25.10	View chart
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)	0.3	$1.0M		13k	80.33	View chart
Ferrari Nv Ord (RACE)	0.3	$1.0M		2.7k	372.29	View chart
Wisdomtree Tr Equity Premium (WTPI)	0.3	$999k		31k	32.79	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$961k	+524%	11k	86.14	View chart
salesforce (CRM)	0.3	$903k		5.8k	156.68	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.3	$887k	+6%	21k	43.14	View chart
Zscaler Incorporated (ZS)	0.3	$885k		6.3k	141.15	View chart
Coherent Corp (COHR)	0.3	$867k		2.2k	394.47	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.3	$853k	+145%	8.5k	100.16	View chart
Mastercard Incorporated Cl A (MA)	0.3	$819k	-7%	1.6k	513.65	View chart
Wal-Mart Stores (WMT)	0.3	$817k	-5%	7.2k	113.27	View chart
Proshares Tr Large Cap Cre (CSM)	0.3	$808k	-4%	9.5k	85.22	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.2	$800k		4.5k	176.69	View chart
Invesco Exchange Traded Fd T Dors Wri Mom Etf (PDP)	0.2	$784k		5.2k	151.76	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.2	$767k		14k	54.63	View chart
Sterling Construction Company (STRL)	0.2	$758k	+12%	903.00	839.36	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.2	$717k	-7%	7.9k	90.79	View chart
Chevron Corporation (CVX)	0.2	$709k	+2%	4.3k	165.76	View chart
Take-Two Interactive Software (TTWO)	0.2	$701k		2.8k	249.98	View chart
Samsara Com Cl A (IOT)	0.2	$695k	+3%	21k	32.43	View chart
Cisco Systems (CSCO)	0.2	$691k	-9%	5.9k	117.48	View chart
Proshares Tr Rus 2000 Hig Etf (ITWO)	0.2	$670k		14k	46.96	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$649k	-10%	1.8k	368.38	View chart
Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV)	0.2	$638k	-4%	11k	58.00	View chart
Toast Cl A (TOST)	0.2	$618k	+2%	22k	27.82	View chart
Textron (TXT)	0.2	$616k	+3%	6.7k	91.73	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$590k	+2%	9.6k	61.46	View chart
Intel Corporation (INTC)	0.2	$579k	NEW	4.1k	139.65	View chart
Micron Technology (MU)	0.2	$563k	NEW	488.00	1154.29	View chart
The Alger Etf Trust Concentrated Eqt (CNEQ)	0.2	$562k	+34%	14k	41.27	View chart
Qualcomm (QCOM)	0.2	$554k	NEW	3.0k	184.79	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.2	$544k		13k	43.50	View chart
Goldman Sachs (GS)	0.2	$539k		533.00	1011.37	View chart
Procter & Gamble Company (PG)	0.2	$521k	-7%	3.6k	146.67	View chart
International Business Machines (IBM)	0.2	$516k	-14%	1.8k	281.33	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.2	$513k		13k	40.59	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	0.2	$501k		15k	33.79	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.2	$496k	+77%	4.3k	114.18	View chart
Federated Hermes Etf Trust Enhanced Income (PAYR)	0.2	$493k	+17%	9.2k	53.65	View chart
Grayscale Ethereum Staking E SHS (ETHE)	0.2	$489k		38k	12.76	View chart
Comfort Systems USA (FIX)	0.2	$488k	+20%	246.00	1981.95	View chart
Servicenow (NOW)	0.1	$480k	+5%	4.8k	99.28	View chart
TransDigm Group Incorporated (TDG)	0.1	$470k	+5%	353.00	1332.04	View chart
Equinix (EQIX)	0.1	$466k	+4%	447.00	1042.41	View chart
Southern Company (SO)	0.1	$457k	-3%	4.8k	95.71	View chart
Vanguard World Mega Cap Index (MGC)	0.1	$455k		1.7k	273.63	View chart
Welltower Inc Com reit (WELL)	0.1	$425k		1.9k	226.97	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$408k		4.5k	90.12	View chart
Martin Marietta Materials (MLM)	0.1	$402k		697.00	576.71	View chart
Parker-Hannifin Corporation (PH)	0.1	$377k		385.00	978.12	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.1	$377k	-80%	3.2k	118.08	View chart
Spdr Series Trust St Str Sp Aero (XAR)	0.1	$375k		1.3k	283.80	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.1	$368k	+40%	7.3k	50.39	View chart
Listed Fds Tr Swan Hedged Eqty (HEGD)	0.1	$359k	-7%	14k	26.66	View chart
Emcor (EME)	0.1	$340k	+6%	410.00	829.88	View chart
Pgim Etf Tr Shrt Dur Hgh Yld (PSH)	0.1	$334k		6.7k	49.88	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$334k		782.00	426.74	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)	0.1	$327k	+5%	7.9k	41.19	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$324k	NEW	425.00	763.14	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	0.1	$319k	+8%	7.5k	42.72	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.1	$313k		6.6k	47.20	View chart
American Express Company (AXP)	0.1	$310k	+3%	917.00	338.51	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.1	$309k		6.0k	51.78	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$294k	NEW	148.00	1989.44	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.1	$292k	NEW	4.4k	66.45	View chart
Domino's Pizza (DPZ)	0.1	$291k	+2%	984.00	296.06	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$290k		2.3k	128.08	View chart
The Alger Etf Trust Mid Cap 40 Etf (FRTY)	0.1	$290k	-3%	12k	24.82	View chart
First Tr Exchange-traded Bloo Nuc Pwr Etf (RCTR)	0.1	$289k		8.6k	33.66	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCOC)	0.1	$283k	-94%	12k	23.92	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$281k	+300%	2.3k	124.17	View chart
Spdr Series Trust St Str R1k Lowv (LGLV)	0.1	$281k	-3%	1.5k	181.46	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$279k	+15%	3.7k	75.79	View chart
Automatic Data Processing (ADP)	0.1	$276k	+22%	1.2k	223.95	View chart
Applied Materials (AMAT)	0.1	$276k	NEW	381.00	723.62	View chart
Coca-Cola Company (KO)	0.1	$275k	-14%	3.4k	81.28	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$272k	+3%	1.7k	156.30	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$268k	NEW	562.00	477.57	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.1	$268k		7.3k	36.53	View chart
Ge Aerospace Com New (GE)	0.1	$267k	NEW	713.00	373.74	View chart
Tidal Trust Ii Blue Ch Asse Etf (TFPN)	0.1	$264k	-9%	8.4k	31.51	View chart
L3harris Technologies (LHX)	0.1	$257k		883.00	290.59	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$254k	+12%	2.7k	93.38	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$252k	+400%	2.9k	87.94	View chart
Gladstone Investment Corporation (GAIN)	0.1	$243k		16k	15.46	View chart
Ies Hldgs (IESC)	0.1	$239k	NEW	325.00	734.66	View chart
Duke Energy Corp Com New (DUK)	0.1	$238k		1.9k	126.58	View chart
Ameren Corporation (AEE)	0.1	$236k		2.1k	113.06	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.1	$229k	NEW	2.6k	89.18	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$222k	NEW	425.00	522.39	View chart
Franklin Templeton Etf Tr Income Focus Etf (INCM)	0.1	$221k	+2%	7.7k	28.86	View chart
CMS Energy Corporation (CMS)	0.1	$208k	-2%	2.7k	76.52	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$202k		11k	19.12	View chart
Cleanspark Com New (CLSK)	0.1	$190k	+6%	13k	14.55	View chart
Nio Spon Ads (NIO)	0.0	$124k		25k	5.06	View chart
Sound Point Meridian Cap Common Stock (SPMC)	0.0	$101k	NEW	10k	9.90	View chart
PennantPark Investment (PNNT)	0.0	$46k	+14%	13k	3.47	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 Q2 filed July 28, 2026
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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