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 Companies Only

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%
$1.11T
$3.66 Billion 1.82% of portfolio
19,346
Q4 2024 Added 9.48%
-
$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%
$52.8B
$3.22 Billion 1.6% of portfolio
43,501
Q4 2024 New
$477B
$2.99 Billion 1.49% of portfolio
3,260
Q4 2024 Added 3.52%
$232B
$2.82 Billion 1.41% of portfolio
37,340
Q4 2024 Reduced 20.73%
$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%
-
$2.48 Billion 1.23% of portfolio
-
Q4 2024 Reduced 2.21%
$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%
$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%
$828B
$1.57 Billion 0.78% of portfolio
2,034
Q4 2024 Added 7.62%
$811B
$1.48 Billion 0.74% of portfolio
6,192
Q4 2024 Added 1.08%
$123B
$1.27 Billion 0.63% of portfolio
3,833
Q4 2024 Added 15.8%
$115B
$1.22 Billion 0.61% of portfolio
5,757
Q4 2024 Added 3.9%
$180B
$1.01 Billion 0.5% of portfolio
8,348
Q4 2024 Added 58.38%
$497B
$965 Million 0.48% of portfolio
1,908
Q4 2024 Added 10.1%
$89.6B
$969 Million 0.48% of portfolio
2,281
Q4 2024 Added 14.34%
$245B
$944 Million 0.47% of portfolio
2,684
Q4 2024 Reduced 10.53%
$1.14T
$930 Million 0.46% of portfolio
4,884
Q4 2024 Added 8.94%
$200B
$848 Million 0.42% of portfolio
800
Q4 2024 Added 22.89%
$342B
$819 Million 0.41% of portfolio
4,608
Q4 2024 Added 0.61%
$624B
$797 Million 0.4% of portfolio
1,759
Q4 2024 Added 2.33%
$285B
$794 Million 0.4% of portfolio
8,792
Q4 2024 Reduced 0.36%
$540B
$781 Million 0.39% of portfolio
1,483
Q4 2024 Added 12.09%
$70.9B
$782 Million 0.39% of portfolio
3,888
Q4 2024 Added 9.89%
$187B
$780 Million 0.39% of portfolio
2,149
Q4 2024 Added 13.7%
$6.24B
$764 Million 0.38% of portfolio
17,477
Q4 2024 Added 28.72%
$405B
$702 Million 0.35% of portfolio
4,185
Q4 2024 Added 2.62%
$411B
$694 Million 0.35% of portfolio
4,797
Q4 2024 Added 8.58%
$108B
$666 Million 0.33% of portfolio
1,057
Q4 2024 Reduced 0.94%
$177B
$642 Million 0.32% of portfolio
1,289
Q4 2024 Added 23.0%
$209B
$612 Million 0.3% of portfolio
1,173
Q4 2024 Added 27.78%
$305B
$566 Million 0.28% of portfolio
3,908
Q4 2024 Added 6.17%
-
$513 Million 0.26% of portfolio
-
Q4 2024 Reduced 5.17%
$35B
$514 Million 0.26% of portfolio
2,793
Q3 2024 New
$32.9B
$517 Million 0.26% of portfolio
874
Q4 2024 New
$94.5B
$532 Million 0.26% of portfolio
6,464
Q4 2024 Added 0.47%
$15.9B
$494 Million 0.25% of portfolio
14,249
Q4 2024 Added 18.13%
$39.4B
$496 Million 0.25% of portfolio
712
Q4 2024 Added 18.27%
$141B
$432 Million 0.22% of portfolio
1,020
Q4 2024 Added 13.21%
$0
$452 Million 0.22% of portfolio
34,100
Q4 2024 Reduced 6.7%
$330B
$415 Million 0.21% of portfolio
1,242
Q4 2024 Added 21.29%
$15.5B
$419 Million 0.21% of portfolio
5,483
Q4 2024 Added 19.66%

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