Prosperity Financial Group, Inc. Portfolio Holdings

Prosperity Financial Group, Inc.

  • $235 Billion
  • Q2 2025

Prosperity Financial Group, Inc. has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $235 Billion distributed in 164 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $11.3B, Nvidia Corp with a value of $10.6B, Microsoft Corp with a value of $9.07B, First Tr Ex Tr Viii Ft Cboe Ve with a value of $6.88B, and Putnam ETF Tr Putnam Focused L with a value of $6.54B.

Examining the 13F form we can see an increase of $34.6B in the current position value, from $201B to 235B.

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 $235 Billion
ETFs: $73.1 Billion
Technology: $51.1 Billion
Consumer Cyclical: $12.2 Billion
Financial Services: $9.12 Billion
Communication Services: $8.25 Billion
Industrials: $5.9 Billion
Healthcare: $5.2 Billion
Consumer Defensive: $4.85 Billion
Other: $2.73 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$11.3 Billion 4.79% of portfolio
54,979
Q2 2025 Reduced 3.53%
$456B
$10.6 Billion 4.5% of portfolio
67,078
Q2 2025 Reduced 4.26%
$3.95T
$9.07 Billion 3.85% of portfolio
18,237
Q2 2025 Reduced 4.43%
$2.26T
$4.63 Billion 1.97% of portfolio
21,117
Q2 2025 Added 0.07%
-
$4.42 Billion 1.88% of portfolio
-
Q2 2025 Added 0.81%
$367B
$4.37 Billion 1.86% of portfolio
32,061
Q2 2025 Reduced 3.12%
$66.3B
$3.72 Billion 1.58% of portfolio
43,873
Q2 2025 Added 0.92%
-
$3.48 Billion 1.48% of portfolio
-
Q2 2025 Added 8.27%
$1.21T
$3.3 Billion 1.4% of portfolio
18,715
Q2 2025 Reduced 2.33%
$439B
$3.27 Billion 1.39% of portfolio
3,300
Q2 2025 Added 0.89%
$127B
$3.14 Billion 1.33% of portfolio
11,379
Q2 2025 Added 0.43%
$1.78T
$2.82 Billion 1.2% of portfolio
3,822
Q2 2025 Added 5.73%
$1.08T
$2.36 Billion 1.0% of portfolio
7,436
Q2 2025 Added 18.29%
$551B
$2.29 Billion 0.97% of portfolio
6,458
Q2 2025 Added 18.26%
$79.9B
$2.17 Billion 0.92% of portfolio
6,936
Q2 2025 Added 0.46%
$859B
$2.11 Billion 0.9% of portfolio
7,287
Q2 2025 Added 9.41%
$182B
$1.72 Billion 0.73% of portfolio
18,486
Q2 2025 Reduced 1.22%
-
$1.64 Billion 0.7% of portfolio
-
Q2 2025 Added 8.52%
$608B
$1.62 Billion 0.69% of portfolio
2,080
Q2 2025 Added 2.26%
$405B
$1.5 Billion 0.64% of portfolio
4,094
Q2 2025 Reduced 7.14%
$101B
$1.28 Billion 0.54% of portfolio
5,869
Q2 2025 Added 0.24%
$73.8B
$1.21 Billion 0.51% of portfolio
4,913
Q2 2025 Added 31.29%
$282B
$1.15 Billion 0.49% of portfolio
8,097
Q2 2025 Reduced 1.78%
$81.5B
$1.12 Billion 0.48% of portfolio
2,289
Q2 2025 Added 2.05%
$145B
$991 Million 0.42% of portfolio
2,776
Q2 2025 Added 16.05%
$133B
$964 Million 0.41% of portfolio
1,076
Q2 2025 Added 0.75%
$548B
$974 Million 0.41% of portfolio
1,734
Q2 2025 Added 17.32%
$621B
$888 Million 0.38% of portfolio
1,829
Q2 2025 Added 2.75%
$351B
$839 Million 0.36% of portfolio
4,520
Q2 2025 Reduced 2.48%
$56B
$814 Million 0.35% of portfolio
2,152
Q2 2025 Added 6.01%
$14.2B
$815 Million 0.35% of portfolio
18,401
Q2 2025 Added 1.01%
$172B
$799 Million 0.34% of portfolio
777
Q1 2025 Reduced 2.88%
$452B
$798 Million 0.34% of portfolio
5,223
Q2 2025 Reduced 5.36%
$218B
$798 Million 0.34% of portfolio
2,056
Q2 2025 Reduced 3.34%
$1.24T
$788 Million 0.33% of portfolio
4,439
Q2 2025 Reduced 10.47%
$281B
$699 Million 0.3% of portfolio
7,152
Q2 2025 Reduced 14.89%
$245B
$709 Million 0.3% of portfolio
2,272
Q2 2025 Added 18.33%
$182B
$694 Million 0.29% of portfolio
1,316
Q2 2025 Added 0.23%
$3.62B
$686 Million 0.29% of portfolio
17,240
Q2 2025 Reduced 0.9%
$38.7B
$679 Million 0.29% of portfolio
2,796
Q2 2025 Added 0.07%
$169B
$676 Million 0.29% of portfolio
1,244
Q2 2025 Added 3.32%
$210B
$679 Million 0.29% of portfolio
2,303
Q2 2025 Reduced 5.27%
$39.5B
$643 Million 0.27% of portfolio
879
Q2 2025 Added 3.29%
$150B
$624 Million 0.27% of portfolio
2,089
Q2 2025 Reduced 20.78%
$368B
$618 Million 0.26% of portfolio
3,880
Q2 2025 Reduced 8.58%
$302B
$556 Million 0.24% of portfolio
3,882
Q2 2025 Reduced 0.41%
$153B
$546 Million 0.23% of portfolio
1,074
Q2 2025 Reduced 0.83%
$102B
$482 Million 0.2% of portfolio
5,245
Q2 2025 Reduced 19.12%
$545B
$466 Million 0.2% of portfolio
348
Q2 2025 Reduced 9.14%

Summary

  • Portfolio
  • No. of Stocks 164
  • Current Value $235 Billion
  • Prior Value $201 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 30, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 18 stocks
  • Additional Purchases 87 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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