Prosperity Financial Group, Inc. Incresed Positions in Q4 2025

Prosperity Financial Group, Inc.

  • $278 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
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
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
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
CAT
Caterpillar Inc

Industrials
294
+ 13.24%
$480.82 - $585.49 $141K - $172K
2.51K $1.44B
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
VTI
Vanguard Total Stock Market Et

ETFs
811
+ 39.99%
$321.8 - $337.95 $261K - $274K
2.84K $952M
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
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
1.51K
+ 3.04%
$93.79 - $100.35 $142K - $152K
51.2K $5.03B
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
FDG
American Centy ETF Tr Focused

ETFs
981
+ 7.25%
$121.53 - $129.6 $119K - $127K
14.5K $1.84B
ISRG
Intuitive Surgical Inc

Healthcare
83
+ 6.1%
$429.59 - $576.2 $35.7K - $47.8K
1.44K $818M
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
ESGY
American Centy ETF Tr Sustaina

ETFs
1.7K
+ 6.09%
N/A
29.6K $1.96B
RDIV
Invesco Exchange Traded Fd Tr

ETFs
2.41K
+ 25.24%
$49.98 - $53.0 $120K - $128K
11.9K $621M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2.23K
+ 53.63%
$50.55 - $50.74 $113K - $113K
6.39K $323M
TDIV
First Trust Nasdaq Technology

ETFs
1.77K
+ 5.21%
$96.0 - $102.5 $169K - $181K
35.6K $3.45B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
920
+ 4.75%
$76.84 - $80.86 $70.7K - $74.4K
20.3K $1.63B
PAVE
Global X Fds Us Infrastructure

ETFs
1.96K
+ 3.3%
$46.42 - $48.56 $91K - $95.2K
61.4K $2.94B
EMLP
First Tr Exchange Traded Iv

ETFs
2.76K
+ 28.69%
$37.38 - $38.54 $103K - $106K
12.4K $468M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
567
+ 9.53%
$149.52 - $158.91 $84.8K - $90.1K
6.52K $998M
PWR
Quanta Services, Inc.

Industrials
184
+ 7.73%
$412.21 - $453.83 $75.8K - $83.5K
2.56K $1.08B
GS
Goldman Sachs Group Inc

Financial Services
71
+ 18.02%
$744.6 - $838.97 $52.9K - $59.6K
465 $409M
CSCO
Cisco Systems, Inc.

Technology
526
+ 8.54%
$67.46 - $78.0 $35.5K - $41K
6.69K $515M
FTCS
First Trust Capital Strength E

ETFs
1.2K
+ 7.74%
$90.55 - $93.84 $108K - $112K
16.7K $1.54B
WMT
Walmart Inc.

Consumer Defensive
183
+ 2.69%
$101.18 - $109.03 $18.5K - $20K
6.99K $779M
New York Life Invts Active E
3.24K
+ 15.59%
N/A
24K $617M
MPWR
Monolithic Power Systems Inc

Technology
93
+ 9.83%
$904.44 - $1105.05 $84.1K - $103K
1.04K $942M
SKYY
First Trust Cloud Computing Et

ETFs
996
+ 7.15%
$131.95 - $143.46 $131K - $143K
14.9K $1.94B
SHOP
Shopify Inc.

Technology
200
+ 8.9%
$146.04 - $179.01 $29.2K - $35.8K
2.45K $394M
PH
Parker Hannifin Corp

Industrials
14
+ 3.99%
$716.66 - $857.93 $10K - $12K
365 $321M
DE
Deere & CO

Industrials
94
+ 7.93%
$439.11 - $480.78 $41.3K - $45.2K
1.28K $596M
TXT
Textron Inc

Industrials
429
+ 7.33%
$79.42 - $87.34 $34.1K - $37.5K
6.28K $548M
The Alger ETF Trust
1.66K
+ 26.34%
N/A
7.96K $274M
LVHI
Franklin International Low Vol

ETFs
668
+ 8.09%
$34.73 - $36.81 $23.2K - $24.6K
8.92K $329M
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
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