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 Market Cap. of $200 Billions or more
