Prosperity Financial Group, Inc. Purchases in Q4 2025

Prosperity Financial Group, Inc.

  • $278 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
First Tr Exchng Traded Fd Vi
284K
New
N/A
284K $6.38B
UTES
Virtus Reaves Utilities ETF
35.1K
New
N/A
35.1K $2.77B
AAPL
Apple Inc.

Technology
6.64K
+ 11.86%
$245.27 - $275.25 $1.63M - $1.83M
62.6K $17B
Sandisk Corp
1.25K
+ 6.85%
N/A
19.6K $4.64B
GOOGL
Alphabet Inc.

Communication Services
1.84K
+ 9.5%
$236.57 - $291.31 $436K - $536K
21.2K $6.64B
Capital Group International
51.5K
New
N/A
51.5K $1.67B
Mfs Active Exchange Traded F
57.5K
New
N/A
57.5K $1.53B
Proshares Tr
31.2K
+ 27.81%
N/A
143K $6.55B
Mfs Active Exchange Traded F
42.2K
+ 31.18%
N/A
177K $5.02B
Capital Grp Fixed Incm ETF T
42.7K
New
N/A
42.7K $1.13B
First Tr Exchange Traded Fd
47.5K
New
N/A
47.5K $987M
Astera Labs Inc
5.22K
New
N/A
5.22K $868M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
16.9K
New
$38.05 - $43.23 $645K - $733K
16.9K $721M
TSLA
Tesla, Inc.

Consumer Cyclical
1.48K
+ 19.27%
$401.99 - $468.37 $593K - $691K
9.13K $4.1B
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
15.1K
+ 17.3%
$42.07 - $42.69 $633K - $643K
102K $4.29B
AMD
Advanced Micro Devices Inc

Technology
730
+ 8.34%
$164.01 - $264.33 $120K - $193K
9.48K $2.03B
AVGO
Broadcom Inc.

Technology
1.15K
+ 9.01%
$324.63 - $385.98 $373K - $443K
13.9K $4.81B
LLY
Eli Lilly & CO

Healthcare
175
+ 13.31%
$799.57 - $1025.28 $140K - $179K
1.49K $1.6B
Proshares Tr
14.4K
New
N/A
14.4K $572M
AMZN
Amazon Com Inc

Consumer Cyclical
950
+ 4.63%
$213.04 - $254.0 $202K - $241K
21.5K $4.96B
CAT
Caterpillar Inc

Industrials
294
+ 13.24%
$480.82 - $585.49 $141K - $172K
2.51K $1.44B
Franklin Templeton ETF Tr
8.08K
New
N/A
8.08K $378M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
3.05K
+ 114.57%
$119.13 - $120.38 $363K - $367K
5.71K $682M
MISL
First Tr Exchange Traded Fd In
3.94K
+ 3.29%
N/A
124K $5.29B
Lam Research Corp
827
+ 16.65%
N/A
5.79K $992M
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
5.96K
+ 6.44%
$30.8 - $32.74 $184K - $195K
98.4K $3.19B
GBIL
Goldman Sachs Access Treasury

ETFs
3.07K
New
$99.91 - $100.24 $307K - $308K
3.07K $307M
WDAY
Workday, Inc.

Technology
1.41K
New
$223.49 - $245.67 $315K - $346K
1.41K $302M
AXP
American Express CO

Financial Services
809
New
$316.26 - $372.77 $256K - $302K
809 $299M
VTI
Vanguard Total Stock Market Et

ETFs
811
+ 39.99%
$321.8 - $337.95 $261K - $274K
2.84K $952M
First Tr Exchange Traded Fd
8.56K
New
N/A
8.56K $278M
Pgim ETF Tr
1.82K
+ 3.49%
N/A
54K $6.01B
AVLV
American Centy ETF Tr Avantis
522
+ 0.87%
$70.14 - $73.74 $36.6K - $38.5K
60.2K $4.56B
Zacks Trust
6.27K
+ 4.95%
N/A
133K $3.96B
STRL
Sterling Construction CO Inc

Industrials
799
New
$326.6 - $411.07 $261K - $328K
799 $245M
RDVY
First Trust Rising Dividend Ac

ETFs
3.43K
New
$65.02 - $68.31 $223K - $235K
3.43K $238M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
1.51K
+ 3.04%
$93.79 - $100.35 $142K - $152K
51.2K $5.03B
QCOM
Qualcomm Inc

Technology
1.27K
New
$153.59 - $187.68 $195K - $238K
1.27K $217M
CRM
Salesforce, Inc.

Technology
99
+ 1.46%
$235.69 - $263.41 $23.3K - $26.1K
6.88K $1.82B
First Tr Exchng Traded Fd Vi
6.59K
+ 11.1%
N/A
65.9K $1.75B
FLQH
Franklin Templeton Libertyq In

ETFs
5.44K
New
N/A
5.44K $211M
FDG
American Centy ETF Tr Focused

ETFs
981
+ 7.25%
$121.53 - $129.6 $119K - $127K
14.5K $1.84B
DGRO
Ishares Core Dividend Growth E

ETFs
3.04K
New
$66.93 - $69.17 $204K - $210K
3.04K $211M
ISRG
Intuitive Surgical Inc

Healthcare
83
+ 6.1%
$429.59 - $576.2 $35.7K - $47.8K
1.44K $818M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
425
New
$454.87 - $482.76 $193K - $205K
425 $204M
Tidal Trust Ii
7.91K
New
N/A
7.91K $203M
Dbx ETF Tr
4.34K
+ 5.67%
N/A
80.9K $2.97B
VPN
Global X Fds Data Ctr Reits &

ETFs
5.4K
+ 6.95%
N/A
83K $1.75B
JPM
Jpmorgan Chase & CO

Financial Services
270
+ 2.6%
$294.11 - $320.41 $79.4K - $86.5K
10.7K $3.43B
Activity Summary
Buys All Purchases 113 New Holdings 23 Increased Positions 90 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 1 Puts 0
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