Prosperity Financial Group, Inc. Portfolio Holdings

Prosperity Financial Group, Inc.

  • $273 Billion
  • Q3 2025

Prosperity Financial Group, Inc. has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $273 Billion distributed in 185 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $14.3B, Nvidia Corp with a value of $12.6B, Microsoft Corp with a value of $9.71B, Putnam ETF Tr Putnam Focused L with a value of $7.24B, and First Tr Ex Tr Viii Ft Cboe Ve with a value of $6.7B.

Examining the 13F form we can see an increase of $38B in the current position value, from $235B to 273B.

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 $273 Billion
ETFs: $83.2 Billion
Technology: $58.9 Billion
Consumer Cyclical: $14.3 Billion
Financial Services: $10.6 Billion
Communication Services: $10.2 Billion
Industrials: $6.63 Billion
Healthcare: $5.03 Billion
Consumer Defensive: $4.9 Billion
Other: $3.32 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$14.3 Billion 5.21% of portfolio
55,987
Q3 2025 Added 1.83%
$465B
$12.6 Billion 4.59% of portfolio
67,285
Q3 2025 Added 0.31%
$3.78T
$9.71 Billion 3.55% of portfolio
18,740
Q3 2025 Added 2.76%
-
$4.96 Billion 1.81% of portfolio
-
Q3 2025 Added 1.18%
$342B
$4.76 Billion 1.74% of portfolio
26,109
Q3 2025 Reduced 18.56%
$1.65T
$4.71 Billion 1.72% of portfolio
19,382
Q3 2025 Added 3.56%
$2.39T
$4.51 Billion 1.65% of portfolio
20,529
Q3 2025 Reduced 2.78%
$139B
$4.2 Billion 1.54% of portfolio
12,736
Q3 2025 Added 11.93%
-
$4.01 Billion 1.47% of portfolio
-
Q3 2025 Added 10.21%
$51.1B
$3.68 Billion 1.35% of portfolio
41,040
Q3 2025 Reduced 6.46%
$1.29T
$3.4 Billion 1.24% of portfolio
7,653
Q3 2025 Added 2.92%
$881B
$3.28 Billion 1.2% of portfolio
10,390
Q3 2025 Added 42.58%
$404B
$3.12 Billion 1.14% of portfolio
3,374
Q3 2025 Added 2.24%
$1.37T
$3.02 Billion 1.1% of portfolio
4,111
Q3 2025 Added 7.56%
$64.5B
$2.41 Billion 0.88% of portfolio
7,439
Q3 2025 Added 7.25%
$533B
$2.33 Billion 0.85% of portfolio
6,811
Q3 2025 Added 5.47%
$181B
$1.82 Billion 0.67% of portfolio
18,585
Q3 2025 Added 0.54%
-
$1.75 Billion 0.64% of portfolio
-
Q3 2025 Added 13.36%
$367B
$1.66 Billion 0.61% of portfolio
4,086
Q3 2025 Reduced 0.2%
$237B
$1.61 Billion 0.59% of portfolio
6,780
Q3 2025 Added 452.12%
$388B
$1.42 Billion 0.52% of portfolio
8,754
Q3 2025 Added 8.11%
$662B
$1.31 Billion 0.48% of portfolio
2,600
Q3 2025 Added 42.15%
$140B
$1.25 Billion 0.46% of portfolio
3,344
Q3 2025 Added 20.46%
$66.3B
$1.22 Billion 0.45% of portfolio
5,329
Q3 2025 Added 8.47%
$76.2B
$1.18 Billion 0.43% of portfolio
2,439
Q3 2025 Added 6.55%
$161B
$1.17 Billion 0.43% of portfolio
1,086
Q3 2025 Added 0.93%
$1.74T
$1.08 Billion 0.4% of portfolio
4,439
Q2 2025 Reduced 10.47%
$89.7B
$1.07 Billion 0.39% of portfolio
5,298
Q3 2025 Reduced 9.73%
$291B
$1.06 Billion 0.39% of portfolio
2,220
Q3 2025 Added 7.98%
$414B
$1.05 Billion 0.38% of portfolio
4,540
Q3 2025 Added 0.44%
$512B
$1.02 Billion 0.37% of portfolio
1,789
Q3 2025 Added 3.17%
$971B
$1 Billion 0.37% of portfolio
1,315
Q3 2025 Reduced 36.78%
$61.4B
$986 Million 0.36% of portfolio
2,380
Q3 2025 Added 10.59%
$522B
$976 Million 0.36% of portfolio
5,265
Q3 2025 Added 0.8%
-
$968 Million 0.35% of portfolio
-
Q3 2025 New
$43.2B
$871 Million 0.32% of portfolio
946
Q3 2025 Added 7.62%
$300B
$844 Million 0.31% of portfolio
2,445
Q3 2025 Added 7.61%
$169B
$773 Million 0.28% of portfolio
840
Q3 2025 Added 8.11%
$39.1B
$722 Million 0.26% of portfolio
2,796
Q2 2025 Added 0.07%
$11.6B
$704 Million 0.26% of portfolio
19,293
Q3 2025 Added 4.85%
$279B
$702 Million 0.26% of portfolio
6,809
Q3 2025 Reduced 4.8%
$159B
$686 Million 0.25% of portfolio
1,409
Q3 2025 Added 7.07%
$4.19B
$693 Million 0.25% of portfolio
18,594
Q3 2025 Added 7.85%
$266B
$650 Million 0.24% of portfolio
2,302
Q3 2025 Reduced 0.04%
$303B
$616 Million 0.23% of portfolio
3,969
Q3 2025 Added 2.24%
$193B
$609 Million 0.22% of portfolio
1,361
Q3 2025 Added 9.41%
$346B
$597 Million 0.22% of portfolio
3,885
Q3 2025 Added 0.13%
$144B
$542 Million 0.2% of portfolio
1,185
Q3 2025 Added 10.34%
$17.1B
$495 Million 0.18% of portfolio
5,855
Q3 2025 Added 6.49%

Summary

  • Portfolio
  • No. of Stocks 185
  • Current Value $273 Billion
  • Prior Value $235 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 19 stocks
  • Additional Purchases 104 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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