Prosperity Financial Group, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, Prosperity Financial Group, Inc. held in its portfolio 177 assets valued at $277,883,815 (i.e. $277.88M).
The most valuable assets in the portfolio included: APPLE INC ($17.02M), NVIDIA CORPORATION ($12.26M), and MICROSOFT CORP ($9.31M).
The chart below shows the top 10 valuable assets, and the table below shows the top 177 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Prosperity Financial Group, Inc. - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 62625 | 17025363 | COM |
| NVIDIA CORPORATION | 65731 | 12258828 | COM |
| MICROSOFT CORP | 19243 | 9306190 | COM |
| PUTNAM ETF TRUST | 152929 | 6968957 | FOCUSED LAR CAP |
| ALPHABET INC | 21223 | 6642668 | CAP STK CL A |
| PROSHARES TR | 143472 | 6546625 | S&P 500 HIGH INC |
| FIRST TR EXCHNG TRADED FD VI | 284402 | 6384199 | FT VEST NASD 100 |
| PGIM ETF TR | 54026 | 6008972 | JENNISON FOC GWT |
| PUTNAM ETF TRUST | 131752 | 5882248 | FOCSD LARCP GWT |
| FIRST TR EXCHANGE-TRADED FD | 123594 | 5288587 | INDXX AEROSPACE |
| FIRST TR EXCHANGE TRADED FD | 51191 | 5033090 | RBA INDL ETF |
| MFS ACTIVE EXCHANGE TRADED F | 177349 | 5019745 | GROWTH ETF |
| AMAZON COM INC | 21479 | 4957783 | COM |
| BROADCOM INC | 13884 | 4805298 | COM |
| SANDISK CORP | 19551 | 4641016 | COM |
| AMERICAN CENTY ETF TR | 60218 | 4562702 | US LARGE CAP VLU |
| PALANTIR TECHNOLOGIES INC | 24485 | 4352209 | CL A |
| TESLA INC | 9628 | 4329679 | COM |
| PGIM ETF TR | 102103 | 4292389 | TOTAL RETURN BON |
| FIRST TR EXCHANGE-TRADED FD | 152097 | 3991033 | FT VEST RIS |
| ZACKS TRUST | 132834 | 3958453 | FOCUS GROWTH ETF |
| FIRST TR EXCHANGE TRADED FD | 35619 | 3449380 | NASD TECH DIV |
| FIRST TR EXCHANGE-TRADED FD | 171043 | 3441381 | VEST INVESTMENT |
| JPMORGAN CHASE & CO. | 10660 | 3434850 | COM |
| STARBOARD INVT TR | 116219 | 3319219 | ADAPTIVE ALPHA |
| NEW YORK LIFE INVESTMENTS ET | 98409 | 3193364 | NYLI FTSE INTERN |
| SPDR SERIES TRUST | 34813 | 3183901 | STATE STREET SPD |
| META PLATFORMS INC | 4568 | 3015031 | CL A |
| DBX ETF TR | 80914 | 2966301 | XTRACKERS US NAT |
| GLOBAL X FDS | 61431 | 2935796 | US INFR DEV ETF |
| COSTCO WHSL CORP NEW | 3384 | 2918243 | COM |
| GOLDMAN SACHS ETF TR | 54963 | 2902036 | S&P 500 PREMIUM |
| FIRST TR EXCHANGE TRADED FD | 40510 | 2894430 | NASDAQ CYB ETF |
| ETFIS SER TR I | 35130 | 2773514 | VIRTUS REAVES UT |
| GRAYSCALE BITCOIN TRUST ETF | 39055 | 2669800 | SHS REP COM UT |
| ADVANCED MICRO DEVICES INC | 9484 | 2031093 | COM |
| AMERICAN CENTY ETF TR | 17451 | 1998484 | US QUALITY GROW |
| ZACKS TRUST | 53262 | 1970161 | SMALL/MID CAP |
| AMERICAN CENTY ETF TR | 29635 | 1957233 | LARGE CAP GROWTH |
| FIRST TR EXCHANGE TRADED FD | 14927 | 1941704 | CLOUD COMPUTING |
| SPDR S&P 500 ETF TR | 2788 | 1901409 | TR UNIT |
| AMERICAN CENTY ETF TR | 14509 | 1840394 | FOCUSED DYNAMIC |
| SALESFORCE INC | 6879 | 1822190 | COM |
| GLOBAL X FDS | 83011 | 1751532 | DATA CTR & DIGIT |
| FIRST TR EXCHNG TRADED FD VI | 65940 | 1749388 | FT VEST LAD |
| COLUMBIA ETF TR I | 42076 | 1718384 | RESH ENHNC COR |
| VISA INC | 4776 | 1675012 | COM CL A |
| CAPITAL GROUP INTERNATIONAL | 51478 | 1673035 | SHS |
| ELI LILLY & CO | 1490 | 1600853 | COM |
| FIRST TR EXCHANGE-TRADED FD | 16667 | 1541869 | CAP STRENGTH ETF |
| GLOBAL X FDS | 23564 | 1526712 | DEFENSE TECH ETF |
| MFS ACTIVE EXCHANGE TRADED F | 57477 | 1525440 | VALUE ETF |
| UBER TECHNOLOGIES INC | 18623 | 1521685 | COM |
| GOLDMAN SACHS ETF TR | 11354 | 1502955 | ACTIVEBETA US LG |
| ZSCALER INC | 6484 | 1458381 | COM |
| CATERPILLAR INC | 2514 | 1440195 | COM |
| BERKSHIRE HATHAWAY INC DEL | 2615 | 1314430 | CL B NEW |
| HOME DEPOT INC | 3762 | 1294550 | COM |
| PACER FDS TR | 35399 | 1246399 | US LRG CP CASH |
| KLA CORP | 998 | 1212650 | COM NEW |
| EATON CORP PLC | 3684 | 1173391 | SHS |
| CAPITAL GRP FIXED INCM ETF T | 42720 | 1132934 | CORE BOND ETF |
| VIKING HOLDINGS LTD | 15599 | 1113925 | ORD SHS |
| QUANTA SVCS INC | 2564 | 1082162 | COM |
| JOHNSON & JOHNSON | 5066 | 1048383 | COM |
| MASTERCARD INCORPORATED | 1782 | 1017578 | CL A |
| ABBVIE INC | 4452 | 1017278 | COM |
| FIRST TR EXCHNG TRADED FD VI | 29217 | 1007178 | ACTV FCTR MDCP |
| ALPHABET INC | 3205 | 1005594 | CAP STK CL C |
| ROYAL CARIBBEAN GROUP | 3587 | 1000486 | COM |
| FIRST TR EXCHANGE TRADED FD | 6519 | 997543 | NASDQ CLN EDGE |
| LAM RESEARCH CORP | 5794 | 991817 | COM NEW |
| FIRST TR EXCHANGE-TRADED FD | 47470 | 987376 | STRUCTURED CR IN |
| FERRARI N V | 2643 | 976747 | COM |
| FEDERATED HERMES ETF TRUST | 31164 | 969515 | MDT LARGE CAP |
| J P MORGAN EXCHANGE TRADED F | 12865 | 960848 | EQUITY FOCUS ETF |
| VANGUARD INDEX FDS | 2839 | 951712 | TOTAL STK MKT |
| NEW YORK LIFE INVTS ACTIVE E | 44385 | 942294 | NYLI MACKAY CORE |
| MONOLITHIC PWR SYS INC | 1039 | 941708 | COM |
| GRAYSCALE ETHEREUM TRUST ETF | 38344 | 934443 | SHS |
| ISHARES TR | 1359 | 930626 | CORE S&P500 ETF |
| FEDERATED HERMES ETF TRUST | 36385 | 923815 | HERMES TOTAL RET |
| GOLDMAN SACHS ETF TR | 17066 | 902279 | NASDAQ-100 PREMI |
| VANGUARD INDEX FDS | 1781 | 868879 | GROWTH ETF |
| ASTERA LABS INC | 5215 | 867567 | COM |
| UNITEDHEALTH GROUP INC | 2548 | 841120 | COM |
| WISDOMTREE TR | 24979 | 824807 | EQUITY PREMIUM |
| INTUITIVE SURGICAL INC | 1444 | 817824 | COM NEW |
| REPUBLIC SVCS INC | 3806 | 806580 | COM |
| PROSHARES TR | 9860 | 785645 | LARGE CAP CRE |
| WALMART INC | 6992 | 778968 | COM |
| J P MORGAN EXCHANGE TRADED F | 13471 | 771082 | EQUITY PREMIUM |
| SPDR GOLD TR | 1942 | 769634 | GOLD SHS |
| TOAST INC | 20831 | 739709 | CL A |
| GOLDMAN SACHS PHYSICAL GOLD | 16948 | 721137 | UNIT |
| TAKE-TWO INTERACTIVE SOFTWAR | 2795 | 715604 | COM |
| SAMSARA INC | 20091 | 712226 | COM CL A |
| SERVICENOW INC | 4486 | 687210 | COM |
| ISHARES TR | 5714 | 681966 | 3 7 YR TREAS BD |
| INVESCO EXCHANGE TRADED FD T | 4281 | 670467 | AEROSPACE DEFN |
| DBX ETF TR | 13612 | 654873 | XTRACK MSCI EAFE |
| INTERNATIONAL BUSINESS MACHS | 2107 | 624212 | COM |
| INVESCO EXCH TRADED FD TR II | 11939 | 621296 | S&P ULTRA DIVIDE |
| NEW YORK LIFE INVTS ACTIVE E | 23996 | 617491 | NYLI MACKAY SECU |
| CHEVRON CORP NEW | 4026 | 613589 | COM |
| FIRST TR EXCHANGE-TRADED FD | 15881 | 608544 | SMID RISNG ETF |
| INVESCO EXCHANGE TRADED FD T | 5165 | 601221 | DORSEY WRIGHT MO |
| DEERE & CO | 1279 | 595600 | COM |
| PROSHARES TR | 14396 | 571521 | RUSSELL 2000 HIG |
| TEXTRON INC | 6284 | 547776 | COM |
| PROCTER AND GAMBLE CO | 3740 | 536013 | COM |
| J P MORGAN EXCHANGE TRADED F | 9080 | 527739 | NASDAQ EQT PREM |
| CISCO SYS INC | 6687 | 515066 | COM |
| FIRST TR EXCHNG TRADED FD VI | 14930 | 475364 | FT VEST NAS |
| FIRST TR EXCHANGE-TRADED FD | 12363 | 468200 | NO AMER ENERGY |
| SOUTHERN CO | 4911 | 428255 | COM |
| TRANSDIGM GROUP INC | 321 | 426882 | COM |
| VANGUARD WORLD FD | 1670 | 419454 | MEGA CAP INDEX |
| MARTIN MARIETTA MATLS INC | 659 | 410333 | COM |
| GOLDMAN SACHS GROUP INC | 465 | 408735 | COM |
| COHERENT CORP | 2184 | 403101 | COM |
| SHOPIFY INC | 2448 | 394055 | CL A SUB VTG SHS |
| DOMINOS PIZZA INC | 927 | 386392 | COM |
| FRANKLIN TEMPLETON ETF TR | 8077 | 377923 | FRANKLIN FOCUSED |
| LISTED FDS TR | 14391 | 362797 | SWAN HEDGED EQTY |
| WELLTOWER INC | 1948 | 361568 | COM |
| PGIM ETF TR | 6700 | 337446 | SHRT DUR HGH YLD |
| LEGG MASON ETF INVT | 8922 | 328504 | FRANKLIN INTL LW |
| JANUS DETROIT STR TR | 6391 | 323241 | HENDRSON AAA CL |
| PARKER-HANNIFIN CORP | 365 | 320820 | COM |
| SPDR INDEX SHS FDS | 7170 | 318420 | PORTFOLIO DEVLPD |
| GOLDMAN SACHS ETF TR | 3071 | 306916 | ACCES TREASURY |
| CAPITAL GROUP GROWTH ETF | 6835 | 303961 | SHS CREATION UNI |
| EQUINIX INC | 396 | 303399 | COM |
| ISHARES TR | 783 | 302758 | RUSSELL 3000 ETF |
| WORKDAY INC | 1408 | 302410 | CL A |
| AMERICAN EXPRESS CO | 809 | 299275 | COM |
| FIRST TR EXCHNG TRADED FD VI | 7556 | 299216 | FT VEST U.S EQT |
| FIRST TR EXCHANGE TRADED FD | 8557 | 277579 | BLOOMBERG NUCLEA |
| THE ALGER ETF TRUST | 7957 | 273561 | CONCENTRATED EQT |
| THE ALGER ETF TRUST | 12931 | 272253 | MID CAP 40 ETF |
| ISHARES TR | 1105 | 272101 | RUSSELL 2000 ETF |
| ISHARES TR | 565 | 267440 | RUS 1000 GRW ETF |
| COCA COLA CO | 3823 | 267286 | COM |
| AMERICAN CENTY ETF TR | 2348 | 262459 | US EQT ETF |
| ABBOTT LABS | 2082 | 260834 | COM |
| FIRST TR EXCHNG TRADED FD VI | 7491 | 256642 | FT VEST LADDERED |
| GRAYSCALE BITCOIN MINI TR ET | 6542 | 253372 | SHS NEW |
| EXXON MOBIL CORP | 2071 | 249273 | COM |
| STERLING INFRASTRUCTURE INC | 799 | 244678 | COM |
| NETFLIX INC | 2608 | 244526 | COM |
| ORACLE CORP | 1247 | 243053 | COM |
| ISHARES TR | 1697 | 239515 | SELECT DIVID ETF |
| BROADRIDGE FINL SOLUTIONS IN | 1071 | 239015 | COM |
| FIRST TR EXCHANGE TRADED FD | 3433 | 238499 | RISNG DIVD ACHIV |
| DISNEY WALT CO | 2090 | 237800 | COM |
| VANGUARD WORLD FD | 573 | 236517 | MEGA GRWTH IND |
| L3HARRIS TECHNOLOGIES INC | 794 | 233095 | COM |
| AUTOMATIC DATA PROCESSING IN | 874 | 224819 | COM |
| FIRST TR EXCHANGE-TRADED FD | 4561 | 224156 | FT VEST S&P 500 |
| GLADSTONE INVT CORP | 16000 | 223520 | COM |
| INVESCO EXCHANGE TRADED FD T | 2944 | 220974 | S&P500 QUALITY |
| MARSH & MCLENNAN COS INC | 1176 | 218172 | COM |
| QUALCOMM INC | 1270 | 217234 | COM |
| GALLAGHER ARTHUR J & CO | 826 | 213761 | COM |
| FRANKLIN TEMPLETON ETF TR | 5436 | 211406 | INTL COR DIV TIL |
| ISHARES TR | 3041 | 211106 | CORE DIV GRWTH |
| TALEN ENERGY CORP | 563 | 211035 | COM |
| INVESCO QQQ TR | 340 | 208766 | UNIT SER 1 |
| SPDR DOW JONES INDL AVERAGE | 425 | 204242 | UT SER 1 |
| TIDAL TRUST II | 7908 | 203157 | BLUEPRINT CHESAP |
| AMEREN CORP | 2027 | 202440 | COM |
| ENERGY TRANSFER L P | 10250 | 169023 | COM UT LTD PTN |
| NIO INC | 31900 | 162690 | SPON ADS |
| CLEANSPARK INC | 12295 | 124425 | COM NEW |
| INNOVIZ TECHNOLOGIES LTD | 17550 | 14972 | SHS |
| HEARTCORE ENTERPRISES INC | 15000 | 4578 | COM |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.