Prosperity Financial Group, Inc. Portfolio Holdings by Sector

Prosperity Financial Group, Inc.

$201 Billion
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs LMBS PGRO AIRR CIBR GBTC JEPQ FRTY JEPI 58 stocks	$67.4 Million 42.11% of portfolio	41	13	9	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$14.4 Million 9.03% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO AMD MPWR NVDA 5 stocks	$13.5 Million 8.44% of portfolio	5	-	2	-	0 Calls 1 Puts
Software—Infrastructure \| Technology MSFT PLTR IOT ADBE PLTR 5 stocks	$12.5 Million 7.82% of portfolio	4	1	1	-	0 Calls 1 Puts
Internet Content & Information \| Communication Services GOOGL META GOOG TWLO TWLO 5 stocks	$6.92 Million 4.32% of portfolio	5	-	2	-	1 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT 2 stocks	$3.78 Million 2.36% of portfolio	1	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA RACE NIO NIO 4 stocks	$3.63 Million 2.27% of portfolio	4	-	2	-	1 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$3.34 Million 2.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY ABBV JNJ PFE 4 stocks	$3.32 Million 2.07% of portfolio	3	1	-	-	0 Calls 0 Puts
Software—Application \| Technology NOW HUBS COIN CRM WDAY SHOP HTCR CLSK 9 stocks	$3.05 Million 1.91% of portfolio	7	1	3	-	1 Calls 0 Puts
Credit Services \| Financial Services V MA 2 stocks	$2.45 Million 1.53% of portfolio	2	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$1.63 Million 1.02% of portfolio	-	1	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical RCL 1 stocks	$1.58 Million 0.99% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ETN PH 2 stocks	$1.54 Million 0.96% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$1.48 Million 0.93% of portfolio	1	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH ELV 2 stocks	$1.32 Million 0.82% of portfolio	2	-	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials EME KBR FIX STRL 4 stocks	$1.29 Million 0.8% of portfolio	4	-	1	-	0 Calls 0 Puts
Information Technology Services \| Technology ACN IBM 2 stocks	$1.28 Million 0.8% of portfolio	1	1	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services MMC 1 stocks	$1.22 Million 0.76% of portfolio	1	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT DE 2 stocks	$1.21 Million 0.76% of portfolio	2	-	-	-	0 Calls 0 Puts
Waste Management \| Industrials RSG CLH 2 stocks	$1.04 Million 0.65% of portfolio	2	-	1	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TXT TDG LMT 3 stocks	$983,351 0.61% of portfolio	3	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX XOM 2 stocks	$807,378 0.5% of portfolio	2	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$797,320 0.5% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities SO CMS 2 stocks	$733,015 0.46% of portfolio	1	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$701,691 0.44% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology KLAC 1 stocks	$666,037 0.42% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare LNTH ZTS 2 stocks	$647,707 0.4% of portfolio	1	1	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services SPGI 1 stocks	$641,961 0.4% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG 1 stocks	$612,259 0.38% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services GAIN NCV 2 stocks	$544,306 0.34% of portfolio	1	1	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services TTWO 1 stocks	$514,135 0.32% of portfolio	-	-	-	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical MGM 1 stocks	$493,728 0.31% of portfolio	1	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP KO 2 stocks	$431,478 0.27% of portfolio	2	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$398,229 0.25% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$389,401 0.24% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical DPZ 1 stocks	$341,265 0.21% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Healthcare Facilities \| Real Estate WELL MPW 2 stocks	$313,520 0.2% of portfolio	1	1	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials MLM 1 stocks	$292,856 0.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$275,418 0.17% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate EQIX 1 stocks	$267,781 0.17% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT 1 stocks	$255,222 0.16% of portfolio	-	1	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical LULU LVLU 2 stocks	$244,135 0.15% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy ET 1 stocks	$208,634 0.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP 1 stocks	$206,667 0.13% of portfolio	1	-	1	-	0 Calls 0 Puts
Health Information Services \| Healthcare TDOC TDOC 2 stocks	$189,072 0.12% of portfolio	2	-	2	-	1 Calls 0 Puts
Biotechnology \| Healthcare AVXL AVXL SLS 3 stocks	$123,656 0.08% of portfolio	3	-	3	-	1 Calls 0 Puts
Real Estate Services \| Real Estate LODE 1 stocks	$23,217 0.01% of portfolio	-	1	-	-	0 Calls 0 Puts

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Prosperity Financial Group, Inc. Portfolio Holdings by Sector

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