Prospect Financial Group LLC Portfolio Holdings

Prospect Financial Group LLC

  • $81.3 Billion
  • Q4 2024

Prospect Financial Group LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $81.3 Billion distributed in 59 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Total with a value of $7.21B, Pinterest, Inc. with a value of $6.87B, Vanguard Total International B with a value of $5.64B, Vanguard Total Stock Market Et with a value of $4.91B, and Dimensional ETF Tr Emerging Mk with a value of $4.73B.

Examining the 13F form we can see an increase of $81.3B in the current position value.

Prospect Financial Group LLC is based out at Arlington, VA

Below you can find more details about Prospect Financial Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $81.3 Billion
ETFs: $60.3 Billion
Communication Services: $8.86 Billion
Technology: $5.85 Billion
Financial Services: $2.51 Billion
Healthcare: $1.6 Billion
Consumer Cyclical: $614 Million
Energy: $576 Million
Consumer Defensive: $503 Million
Other: $21.3 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 59
  • Current Value $81.3 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 59 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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