Prosperity Financial Group, Inc. Portfolio Holdings by Sector
Prosperity Financial Group, Inc.
- $273 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
PGRO AIRR FRTY CIBR GBTC PTRB AGOX QGRO 61 stocks |
$82.6 Million
41.89% of portfolio
|
36
|
19
|
4
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO AMD MPWR NVDA 5 stocks |
$19.2 Million
9.75% of portfolio
|
5
|
- |
1
|
- |
0
Calls
1
Puts
|
|
Software—Infrastructure | Technology
MSFT PLTR ZS TOST IOT CRWD 6 stocks |
$18 Million
9.14% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$14.3 Million
7.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META GOOG 3 stocks |
$8.81 Million
4.47% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA RACE TSLA NIO NIO 5 stocks |
$5.05 Million
2.56% of portfolio
|
4
|
1
|
2
|
- |
1
Calls
1
Puts
|
|
Software—Application | Technology
UBER CRM NOW SHOP CLSK COIN COIN HTCR 8 stocks |
$4.93 Million
2.5% of portfolio
|
6
|
1
|
2
|
- |
1
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN BABA BABA 3 stocks |
$4.73 Million
2.4% of portfolio
|
2
|
1
|
2
|
- |
1
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$3.83 Million
1.94% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA 2 stocks |
$3.34 Million
1.7% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$3.28 Million
1.66% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV LLY JNJ PFE 4 stocks |
$3.24 Million
1.64% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
RCL 1 stocks |
$2.41 Million
1.22% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$1.66 Million
0.84% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE 2 stocks |
$1.6 Million
0.81% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ETN PH 2 stocks |
$1.52 Million
0.77% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC AJG 2 stocks |
$1.4 Million
0.71% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$1.31 Million
0.66% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
RSG 1 stocks |
$1.22 Million
0.62% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
KLAC 1 stocks |
$1.17 Million
0.59% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
SO DUK CMS AEE 4 stocks |
$1.15 Million
0.58% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
TXT TDG LHX 3 stocks |
$1.09 Million
0.55% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
PWR 1 stocks |
$986,320
0.5% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM BR 2 stocks |
$924,149
0.47% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM 2 stocks |
$850,033
0.43% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$844,347
0.43% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
TTWO 1 stocks |
$722,375
0.37% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$691,812
0.35% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI 1 stocks |
$685,774
0.35% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$665,739
0.34% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$608,680
0.31% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$597,072
0.3% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP 2 stocks |
$478,281
0.24% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$421,542
0.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
MLM 1 stocks |
$386,362
0.2% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
DPZ 1 stocks |
$374,724
0.19% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
WELL 1 stocks |
$346,839
0.18% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS 1 stocks |
$313,762
0.16% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
EQIX 1 stocks |
$279,617
0.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT 1 stocks |
$277,587
0.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
GAIN 1 stocks |
$268,108
0.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$214,255
0.11% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
ET 1 stocks |
$187,044
0.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
OPEN OPEN 2 stocks |
$115,565
0.06% of portfolio
|
2
|
- |
2
|
- |
1
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
INVZ INVZ 2 stocks |
$35,802
0.02% of portfolio
|
2
|
- |
2
|
- |
1
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
CRDL CRDL 2 stocks |
$32,100
0.02% of portfolio
|
2
|
- |
2
|
- |
1
Calls
0
Puts
|
|
Biotechnology | Healthcare
SLS 1 stocks |
$29,785
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|