Prosperity Financial Group, Inc. Portfolio Holdings

Prosperity Financial Group, Inc.

  • $273 Billion
  • Q3 2025

Prosperity Financial Group, Inc. has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $273 Billion distributed in 185 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $14.3B, Nvidia Corp with a value of $12.6B, Microsoft Corp with a value of $9.71B, Putnam ETF Tr Putnam Focused L with a value of $7.24B, and First Tr Ex Tr Viii Ft Cboe Ve with a value of $6.7B.

Examining the 13F form we can see an increase of $38B in the current position value, from $235B to 273B.

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 $273 Billion
ETFs: $83.2 Billion
Technology: $58.9 Billion
Consumer Cyclical: $14.3 Billion
Financial Services: $10.6 Billion
Communication Services: $10.2 Billion
Industrials: $6.63 Billion
Healthcare: $5.03 Billion
Consumer Defensive: $4.9 Billion
Other: $3.32 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.63 Billion 0.6% of portfolio
13,528
Q3 2025 Added 8.97%
$237B
$1.61 Billion 0.59% of portfolio
6,780
Q3 2025 Added 452.12%
$0
$1.59 Billion 0.58% of portfolio
77,616
Q3 2025 Added 9.54%
First Tr Exchng Traded Fd Vi
-
$1.54 Billion 0.56% of portfolio
-
Q3 2025 Added 7.91%
$0
$1.52 Billion 0.55% of portfolio
19,369
Q3 2025 Added 8.5%
$0
$1.48 Billion 0.54% of portfolio
11,397
Q3 2025 Added 4.22%
$0
$1.45 Billion 0.53% of portfolio
15,469
Q3 2025 Reduced 1.4%
$388B
$1.42 Billion 0.52% of portfolio
8,754
Q3 2025 Added 8.11%
Grayscale Ethereum Trust ETF
-
$1.31 Billion 0.48% of portfolio
-
Q3 2025 Reduced 9.34%
$662B
$1.31 Billion 0.48% of portfolio
2,600
Q3 2025 Added 42.15%
Pacer Fds Tr
-
$1.28 Billion 0.47% of portfolio
-
Q3 2025 New
$140B
$1.25 Billion 0.46% of portfolio
3,344
Q3 2025 Added 20.46%
$66.3B
$1.22 Billion 0.45% of portfolio
5,329
Q3 2025 Added 8.47%
$76.2B
$1.18 Billion 0.43% of portfolio
2,439
Q3 2025 Added 6.55%
$161B
$1.17 Billion 0.43% of portfolio
1,086
Q3 2025 Added 0.93%
Pgim ETF Tr
-
$1.13 Billion 0.41% of portfolio
-
Q3 2025 Added 10.05%
$89.7B
$1.07 Billion 0.39% of portfolio
5,298
Q3 2025 Reduced 9.73%
$291B
$1.06 Billion 0.39% of portfolio
2,220
Q3 2025 Added 7.98%
$414B
$1.05 Billion 0.38% of portfolio
4,540
Q3 2025 Added 0.44%
$512B
$1.02 Billion 0.37% of portfolio
1,789
Q3 2025 Added 3.17%
$971B
$1 Billion 0.37% of portfolio
1,315
Q3 2025 Reduced 36.78%
$0
$1.02 Billion 0.37% of portfolio
47,886
Q3 2025 Added 63.23%
J P Morgan Exchange Traded F
-
$992 Million 0.36% of portfolio
-
Q3 2025 Added 17.94%
$61.4B
$986 Million 0.36% of portfolio
2,380
Q3 2025 Added 10.59%
$0
$976 Million 0.36% of portfolio
12,098
Q3 2025 Reduced 1.69%
Federated Hermes ETF Trust
-
$986 Million 0.36% of portfolio
-
Q3 2025 Added 23.93%
$522B
$976 Million 0.36% of portfolio
5,265
Q3 2025 Added 0.8%
$0
$977 Million 0.36% of portfolio
28,480
Q3 2025 Added 5.48%
-
$968 Million 0.35% of portfolio
-
Q3 2025 New
Federated Hermes ETF Trust
-
$942 Million 0.34% of portfolio
-
Q3 2025 Reduced 1.02%
Goldman Sachs ETF Tr
-
$931 Million 0.34% of portfolio
-
Q3 2025 Added 4.22%
$0
$899 Million 0.33% of portfolio
5,952
Q3 2025 Added 9.31%
$0
$913 Million 0.33% of portfolio
1,363
Q3 2025 Reduced 2.08%
$43.2B
$871 Million 0.32% of portfolio
946
Q3 2025 Added 7.62%
$300B
$844 Million 0.31% of portfolio
2,445
Q3 2025 Added 7.61%
$0
$843 Million 0.31% of portfolio
1,758
Q3 2025 Added 9.53%
$0
$860 Million 0.31% of portfolio
25,856
Q3 2025 New
$0
$770 Million 0.28% of portfolio
10,055
Q3 2025 Reduced 7.38%
$169B
$773 Million 0.28% of portfolio
840
Q3 2025 Added 8.11%
$130B
$770 Million 0.28% of portfolio
2,167
Q3 2025 Added 0.6%
$39.1B
$722 Million 0.26% of portfolio
2,796
Q2 2025 Added 0.07%
$11.6B
$704 Million 0.26% of portfolio
19,293
Q3 2025 Added 4.85%
$279B
$702 Million 0.26% of portfolio
6,809
Q3 2025 Reduced 4.8%
$159B
$686 Million 0.25% of portfolio
1,409
Q3 2025 Added 7.07%
$4.19B
$693 Million 0.25% of portfolio
18,594
Q3 2025 Added 7.85%
$266B
$650 Million 0.24% of portfolio
2,302
Q3 2025 Reduced 0.04%
$0
$666 Million 0.24% of portfolio
2,028
Q3 2025 Added 48.35%
Lam Research Corp
-
$665 Million 0.24% of portfolio
-
Q3 2025 Added 5.14%
$0
$665 Million 0.24% of portfolio
4,280
Q2 2025 Reduced 0.58%

Summary

  • Portfolio
  • No. of Stocks 185
  • Current Value $273 Billion
  • Prior Value $235 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 19 stocks
  • Additional Purchases 104 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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