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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.95B
$653 Million 0.37% of portfolio
13,578
Q3 2024 Reduced 2.88%
$6.21B
$454 Million 0.25% of portfolio
4,137
Q3 2024 Added 12.63%
$8.39B
$372 Million 0.21% of portfolio
5,705
Q3 2024 Added 11.34%
$4.11B
$248 Million 0.14% of portfolio
10,657
Q3 2024 Added 7.94%
$2.59B
$120 Million 0.07% of portfolio
20,508
Q3 2024 Added 5.65%

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
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