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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$13.6 Billion 7.61% of portfolio
58,328
Q3 2024 Reduced 1.56%
$3.11T
$8.3 Billion 4.65% of portfolio
19,284
Q3 2024 Added 6.84%
$354B
$8 Billion 4.48% of portfolio
65,893
Q3 2024 Added 35.19%
$0
$5.14 Billion 2.88% of portfolio
104,113
Q3 2024 Added 6.85%
$0
$5.08 Billion 2.84% of portfolio
133,831
Q3 2024 Added 3.72%
$0
$4.72 Billion 2.64% of portfolio
174,641
Q3 2024 Reduced 7.48%
$0
$4.32 Billion 2.42% of portfolio
72,854
Q3 2024 Reduced 2.04%
$0
$4.05 Billion 2.27% of portfolio
112,189
Q3 2024 Reduced 4.06%
$0
$3.93 Billion 2.2% of portfolio
52,656
Q3 2024 Added 133.58%
Proshares Tr
-
$3.41 Billion 1.91% of portfolio
-
Q3 2024 Reduced 2.11%
Zacks Trust
-
$3.31 Billion 1.85% of portfolio
-
Q3 2024 New
-
$3.28 Billion 1.84% of portfolio
-
Q3 2024 Added 175.85%
$0
$3.06 Billion 1.71% of portfolio
46,526
Q3 2024 Reduced 0.91%
$984B
$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%
$427B
$2.79 Billion 1.56% of portfolio
3,149
Q3 2024 Added 6.06%
$2.01T
$2.6 Billion 1.46% of portfolio
13,949
Q3 2024 Added 4.6%
$0
$2.57 Billion 1.44% of portfolio
43,152
Q3 2024 Added 2.39%
-
$2.57 Billion 1.44% of portfolio
-
Q3 2024 Added 17.2%
$0
$2.47 Billion 1.38% of portfolio
45,036
Q3 2024 Added 1.46%
$0
$2.4 Billion 1.34% of portfolio
29,856
Q3 2024 Added 1.55%
$0
$2.24 Billion 1.25% of portfolio
130,844
Q3 2024 New
$0
$2.14 Billion 1.2% of portfolio
20,907
Q3 2024 Reduced 6.93%
$0
$2.07 Billion 1.16% of portfolio
33,268
Q3 2024 Added 0.12%
$0
$1.93 Billion 1.08% of portfolio
21,188
Q3 2024 Reduced 3.67%
$1.26T
$1.8 Billion 1.01% of portfolio
3,146
Q3 2024 Reduced 6.51%
$0
$1.77 Billion 0.99% of portfolio
17,754
Q3 2024 Reduced 8.69%
$430B
$1.76 Billion 0.99% of portfolio
4,354
Q3 2024 Added 0.02%
$126B
$1.75 Billion 0.98% of portfolio
47,103
Q3 2024 Added 2.5%
$711B
$1.67 Billion 0.94% of portfolio
1,890
Q3 2024 Added 3.28%
$66.5B
$1.67 Billion 0.93% of portfolio
9,672
Q3 2024 Added 955.9%
$0
$1.61 Billion 0.9% of portfolio
2,811
Q3 2024 Reduced 6.02%
$0
$1.47 Billion 0.82% of portfolio
26,587
Q3 2024 Reduced 3.44%
Franklin Templeton ETF Tr
-
$1.44 Billion 0.81% of portfolio
-
Q3 2024 Reduced 7.8%
$0
$1.43 Billion 0.8% of portfolio
6,222
Q3 2024 Reduced 2.98%
$507B
$1.34 Billion 0.75% of portfolio
4,882
Q3 2024 Added 5.22%
$0
$1.29 Billion 0.72% of portfolio
35,581
Q3 2024 New
$729B
$1.29 Billion 0.72% of portfolio
6,126
Q3 2024 Added 6.23%
$0
$1.27 Billion 0.71% of portfolio
44,454
Q3 2024 Added 20.11%
$113B
$1.24 Billion 0.69% of portfolio
5,541
Q3 2024 Added 0.51%
$0
$1.21 Billion 0.67% of portfolio
17,857
Q3 2024 Added 25.52%
$150B
$1.1 Billion 0.61% of portfolio
3,310
Q3 2024 Added 150.76%
$0
$1.08 Billion 0.61% of portfolio
19,890
Q3 2024 Reduced 42.01%
$0
$1.07 Billion 0.6% of portfolio
25,509
Q3 2024 New
$1.11T
$1.07 Billion 0.6% of portfolio
4,105
Q3 2024 Reduced 4.16%
$226B
$1.06 Billion 0.59% of portfolio
3,000
Q3 2024 Reduced 13.17%
$61.6B
$1.01 Billion 0.57% of portfolio
5,707
Q3 2024 Added 9.86%
$553B
$1.01 Billion 0.57% of portfolio
1,733
Q3 2024 Reduced 14.76%
$80B
$938 Million 0.53% of portfolio
1,995
Q3 2024 Added 13.93%

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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