Prosperity Financial Group, Inc. Portfolio Holdings

Prosperity Financial Group, Inc.

  • $179 Billion
  • Q3 2024

Prosperity Financial Group, Inc. has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $179 Billion distributed in 157 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $13.6B, Microsoft Corp with a value of $8.3B, Nvidia Corp with a value of $8B, First Tr ETF Fd Iv First Tr Lo with a value of $5.14B, and Putnam ETF Tr Putnam Focused L with a value of $5.08B.

Examining the 13F form we can see an increase of $20.1B in the current position value, from $158B to 179B.

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 $179 Billion
ETFs: $61.4 Billion
Technology: $40 Billion
Consumer Cyclical: $8.2 Billion
Healthcare: $7.4 Billion
Communication Services: $6.69 Billion
Financial Services: $6.58 Billion
Industrials: $4.96 Billion
Consumer Defensive: $4.67 Billion
Other: $2.61 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.92T
$13.6 Billion 7.61% of portfolio
58,328
Q3 2024 Reduced 1.56%
$3.12T
$8.3 Billion 4.65% of portfolio
19,284
Q3 2024 Added 6.84%
$345B
$8 Billion 4.48% of portfolio
65,893
Q3 2024 Added 35.19%
-
$3.28 Billion 1.84% of portfolio
-
Q3 2024 Added 175.85%
$1.13T
$2.93 Billion 1.64% of portfolio
17,671
Q3 2024 Added 4.14%
-
$2.83 Billion 1.59% of portfolio
-
Q3 2024 Added 0.89%
$403B
$2.79 Billion 1.56% of portfolio
3,149
Q3 2024 Added 6.06%
$2.24T
$2.6 Billion 1.46% of portfolio
13,949
Q3 2024 Added 4.6%
-
$2.57 Billion 1.44% of portfolio
-
Q3 2024 Added 17.2%
$1.34T
$1.8 Billion 1.01% of portfolio
3,146
Q3 2024 Reduced 6.51%
$398B
$1.76 Billion 0.99% of portfolio
4,354
Q3 2024 Added 0.02%
$148B
$1.75 Billion 0.98% of portfolio
47,103
Q3 2024 Added 2.5%
$739B
$1.67 Billion 0.94% of portfolio
1,890
Q3 2024 Added 3.28%
$94B
$1.67 Billion 0.93% of portfolio
9,672
Q3 2024 Added 955.9%
$514B
$1.34 Billion 0.75% of portfolio
4,882
Q3 2024 Added 5.22%
$704B
$1.29 Billion 0.72% of portfolio
6,126
Q3 2024 Added 6.23%
$132B
$1.1 Billion 0.61% of portfolio
3,310
Q3 2024 Added 150.76%
$1.2T
$1.07 Billion 0.6% of portfolio
4,105
Q3 2024 Reduced 4.16%
$220B
$1.06 Billion 0.59% of portfolio
3,000
Q3 2024 Reduced 13.17%
$58.4B
$1.01 Billion 0.57% of portfolio
5,707
Q3 2024 Added 9.86%
$472B
$1.01 Billion 0.57% of portfolio
1,733
Q3 2024 Reduced 14.76%
$76.1B
$938 Million 0.53% of portfolio
1,995
Q3 2024 Added 13.93%
$317B
$904 Million 0.51% of portfolio
4,580
Q3 2024 Added 1.24%
$195B
$865 Million 0.48% of portfolio
5,271
Q3 2024 Added 56.55%
$90.2B
$826 Million 0.46% of portfolio
1,067
Q3 2024 Reduced 1.66%
$587B
$791 Million 0.44% of portfolio
1,719
Q3 2024 Reduced 24.77%
$76.1B
$771 Million 0.43% of portfolio
3,945
Q3 2024 Reduced 5.4%
$1.16T
$749 Million 0.42% of portfolio
4,483
Q3 2024 Added 0.22%
$190B
$739 Million 0.41% of portfolio
1,890
Q3 2024 Added 4.83%
$393B
$706 Million 0.4% of portfolio
4,078
Q3 2024 Reduced 1.04%
$63.2B
$711 Million 0.4% of portfolio
3,538
Q3 2024 Added 8.06%
$377B
$716 Million 0.4% of portfolio
4,418
Q3 2024 Added 4.62%
$244B
$713 Million 0.4% of portfolio
8,824
Q3 2024 Reduced 17.53%
$4.87B
$653 Million 0.37% of portfolio
13,578
Q3 2024 Reduced 2.88%
$498B
$653 Million 0.37% of portfolio
1,323
Q3 2024 Added 4.26%
$213B
$582 Million 0.33% of portfolio
651
Q3 2024 Added 5.51%
$89.3B
$580 Million 0.32% of portfolio
6,434
Q3 2024 Reduced 3.48%
$202B
$557 Million 0.31% of portfolio
5,792
Q3 2024 Added 6.98%
-
$544 Million 0.3% of portfolio
-
Q3 2024 Reduced 64.07%
$0
$528 Million 0.3% of portfolio
36,550
Q3 2024 Added 1.11%
$287B
$542 Million 0.3% of portfolio
3,681
Q3 2024 Reduced 4.66%
$161B
$541 Million 0.3% of portfolio
1,048
Q3 2024 Added 0.87%
$13.2B
$472 Million 0.26% of portfolio
12,062
Q3 2024 Added 8.9%
$185B
$451 Million 0.25% of portfolio
918
Q3 2024 Added 1.21%
$6.15B
$454 Million 0.25% of portfolio
4,137
Q3 2024 Added 12.63%
$87.8B
$454 Million 0.25% of portfolio
873
Q3 2024 Added 13.52%
$30.5B
$429 Million 0.24% of portfolio
2,793
Q3 2024 New
$205B
$436 Million 0.24% of portfolio
842
Q3 2024 Added 8.37%
$16B
$406 Million 0.23% of portfolio
4,582
Q3 2024 Added 7.89%

Summary

  • Portfolio
  • No. of Stocks 157
  • Current Value $179 Billion
  • Prior Value $158 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 19 stocks
  • Additional Purchases 70 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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