Prosperity Financial Group, Inc. Portfolio Holdings

Prosperity Financial Group, Inc.

  • $201 Billion
  • Q4 2024

Prosperity Financial Group, Inc. has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $201 Billion distributed in 174 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $14.4B, Nvidia Corp with a value of $9.32B, Microsoft Corp with a value of $8.23B, First Tr ETF Fd Iv First Tr Lo with a value of $6.73B, and Putnam ETF Tr Putnam Focused L with a value of $5.05B.

Examining the 13F form we can see an increase of $22.2B in the current position value, from $179B to 201B.

Prosperity Financial Group, Inc. is based out at San Ramon, CA

Below you can find more details about Prosperity Financial Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $201 Billion
ETFs: $67.8 Billion
Technology: $45.9 Billion
Consumer Cyclical: $11.3 Billion
Communication Services: $7.71 Billion
Financial Services: $7.14 Billion
Healthcare: $6.46 Billion
Industrials: $6.26 Billion
Consumer Defensive: $4.91 Billion
Other: $2.65 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.88T
$14.4 Billion 7.19% of portfolio
57,694
Q4 2024 Reduced 1.09%
$337B
$9.32 Billion 4.64% of portfolio
69,429
Q4 2024 Added 5.37%
$3.06T
$8.23 Billion 4.1% of portfolio
19,533
Q4 2024 Added 1.29%
$0
$6.73 Billion 3.35% of portfolio
138,317
Q4 2024 Added 32.85%
$0
$5.05 Billion 2.51% of portfolio
135,998
Q4 2024 Added 1.62%
$0
$4.51 Billion 2.25% of portfolio
116,297
Q4 2024 Added 3.66%
$0
$4.53 Billion 2.25% of portfolio
161,462
Q4 2024 Reduced 7.55%
$0
$4.05 Billion 2.02% of portfolio
52,633
Q4 2024 Reduced 0.04%
$0
$3.99 Billion 1.99% of portfolio
62,886
Q4 2024 Reduced 13.68%
$1.1T
$3.66 Billion 1.82% of portfolio
19,346
Q4 2024 Added 9.48%
Proshares Tr
-
$3.62 Billion 1.8% of portfolio
-
Q4 2024 Added 7.19%
Zacks Trust
-
$3.45 Billion 1.72% of portfolio
-
Q4 2024 Added 4.02%
-
$3.35 Billion 1.67% of portfolio
-
Q4 2024 Added 6.39%
$2.35T
$3.34 Billion 1.66% of portfolio
15,207
Q4 2024 Added 9.02%
$0
$3.26 Billion 1.62% of portfolio
48,847
Q4 2024 Added 4.99%
$52.8B
$3.22 Billion 1.6% of portfolio
43,501
Q4 2024 New
$232B
$2.82 Billion 1.41% of portfolio
37,340
Q4 2024 Reduced 20.73%
$0
$2.72 Billion 1.35% of portfolio
48,184
Q4 2024 Added 6.99%
First Tr Exchng Traded Fd Vi
-
$2.68 Billion 1.34% of portfolio
-
Q4 2024 Reduced 5.01%
$0
$2.61 Billion 1.3% of portfolio
139,391
Q4 2024 Added 6.53%
$95.5B
$2.6 Billion 1.29% of portfolio
11,209
Q4 2024 Added 15.89%
$1.12T
$2.55 Billion 1.27% of portfolio
6,303
Q4 2024 Added 53.54%
$0
$2.55 Billion 1.27% of portfolio
44,386
Q4 2024 Added 2.86%
$0
$2.51 Billion 1.25% of portfolio
21,036
Q4 2024 Added 0.62%
-
$2.48 Billion 1.23% of portfolio
-
Q4 2024 Reduced 2.21%
$0
$2.4 Billion 1.19% of portfolio
30,544
Q4 2024 Added 2.3%
$0
$2.19 Billion 1.09% of portfolio
21,923
Q4 2024 Added 3.47%
$0
$2.18 Billion 1.09% of portfolio
34,991
Q4 2024 Added 5.18%
$1.64T
$2.11 Billion 1.05% of portfolio
3,597
Q4 2024 Added 14.34%
-
$1.93 Billion 0.96% of portfolio
-
Q4 2024 Reduced 32.95%
$0
$1.83 Billion 0.91% of portfolio
45,278
Q4 2024 Added 120.52%
$0
$1.8 Billion 0.9% of portfolio
3,074
Q4 2024 Added 9.36%
Franklin Templeton ETF Tr
-
$1.73 Billion 0.86% of portfolio
-
Q4 2024 Added 11.72%
$581B
$1.67 Billion 0.83% of portfolio
5,289
Q4 2024 Added 8.34%
$422B
$1.63 Billion 0.81% of portfolio
4,196
Q4 2024 Reduced 3.63%
Pgim ETF Tr
-
$1.63 Billion 0.81% of portfolio
-
Q4 2024 Added 72.81%
$66.3B
$1.58 Billion 0.79% of portfolio
6,864
Q4 2024 Added 20.27%
$828B
$1.57 Billion 0.78% of portfolio
2,034
Q4 2024 Added 7.62%
$0
$1.5 Billion 0.75% of portfolio
25,994
Q4 2024 Reduced 2.23%
$811B
$1.48 Billion 0.74% of portfolio
6,192
Q4 2024 Added 1.08%
$0
$1.46 Billion 0.73% of portfolio
49,119
Q4 2024 Added 10.49%
$0
$1.37 Billion 0.68% of portfolio
6,352
Q4 2024 Added 2.09%
$123B
$1.27 Billion 0.63% of portfolio
3,833
Q4 2024 Added 15.8%
Grayscale Ethereum Trust ETF
-
$1.25 Billion 0.62% of portfolio
-
Q4 2024 New
$115B
$1.22 Billion 0.61% of portfolio
5,757
Q4 2024 Added 3.9%
$0
$1.11 Billion 0.55% of portfolio
26,840
Q4 2024 Added 5.22%
$0
$1.08 Billion 0.54% of portfolio
65,494
Q4 2024 New
$0
$1.09 Billion 0.54% of portfolio
15,819
Q4 2024 Reduced 11.41%
$0
$1.07 Billion 0.53% of portfolio
12,227
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 174
  • Current Value $201 Billion
  • Prior Value $179 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 28 stocks
  • Additional Purchases 96 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
Track This Portfolio

Track Prosperity Financial Group, Inc. Portfolio

Follow Prosperity Financial Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Prosperity Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Prosperity Financial Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email