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
$303B
$616 Million 0.23% of portfolio
3,969
Q3 2025 Added 2.24%
$0
$596 Million 0.22% of portfolio
15,673
Q3 2025 Reduced 7.17%
$193B
$609 Million 0.22% of portfolio
1,361
Q3 2025 Added 9.41%
$0
$614 Million 0.22% of portfolio
39,388
Q3 2025 Added 3.17%
$0
$610 Million 0.22% of portfolio
5,164
Q3 2025 Added 0.08%
$346B
$597 Million 0.22% of portfolio
3,885
Q3 2025 Added 0.13%
$144B
$542 Million 0.2% of portfolio
1,185
Q3 2025 Added 10.34%
New York Life Invts Active E
-
$543 Million 0.2% of portfolio
-
Q3 2025 Added 164.11%
$17.1B
$495 Million 0.18% of portfolio
5,855
Q3 2025 Added 6.49%
$98.6B
$489 Million 0.18% of portfolio
5,155
Q3 2025 Reduced 1.72%
$49.1B
$481 Million 0.18% of portfolio
401
Q3 2025 Added 15.23%
$0
$497 Million 0.18% of portfolio
9,533
Q3 2025 Reduced 0.54%
$0
$467 Million 0.17% of portfolio
2,504
Q2 2025 Reduced 1.49%
$0
$464 Million 0.17% of portfolio
14,930
Q2 2025 Reduced 0.05%
$0
$405 Million 0.15% of portfolio
1,660
Q3 2025 Added 1.28%
$0
$413 Million 0.15% of portfolio
688
Q3 2025 Reduced 6.39%
$14.5B
$375 Million 0.14% of portfolio
868
Q3 2025 Added 7.56%
$72.7B
$390 Million 0.14% of portfolio
296
Q3 2025 Added 5.71%
$37.2B
$386 Million 0.14% of portfolio
613
Q3 2025 Added 8.69%
$0
$371 Million 0.14% of portfolio
14,897
Q3 2025 Reduced 3.88%
$0
$368 Million 0.13% of portfolio
9,607
Q3 2025 Reduced 3.7%
Grayscale Bitcoin Mini Tr Et
-
$357 Million 0.13% of portfolio
-
Q3 2025 Reduced 18.93%
$89.8B
$347 Million 0.13% of portfolio
1,947
Q3 2025 Added 1.14%
$0
$347 Million 0.13% of portfolio
8,118
Q3 2025 Reduced 2.67%
$54.4B
$332 Million 0.12% of portfolio
1,072
Q3 2025 Added 17.54%
$0
$318 Million 0.12% of portfolio
2,663
Q3 2025 Added 9.91%
$174B
$334 Million 0.12% of portfolio
2,248
Q3 2025 Added 2.14%
$265B
$314 Million 0.11% of portfolio
394
Q3 2025 Added 21.6%
$0
$291 Million 0.11% of portfolio
3,257
Q3 2025 Reduced 2.13%
$0
$297 Million 0.11% of portfolio
782
Q3 2025 Reduced 0.13%
First Tr Exchng Traded Fd Vi
-
$294 Million 0.11% of portfolio
-
Q2 2025 Reduced 0.07%
$0
$310 Million 0.11% of portfolio
1,320
Q2 2025 Reduced 7.04%
$0
$297 Million 0.11% of portfolio
6,753
Q3 2025 Added 3.49%
$71.5B
$280 Million 0.1% of portfolio
357
Q3 2025 Added 18.21%
$0
$284 Million 0.1% of portfolio
1,596
Q3 2025 Reduced 1.54%
$0
$268 Million 0.1% of portfolio
19,400
Q3 2025 Reduced 21.46%
$228B
$278 Million 0.1% of portfolio
2,072
Q3 2025 Reduced 0.62%
$0
$287 Million 0.1% of portfolio
8,254
Q3 2025 Added 19.19%
$107B
$266 Million 0.1% of portfolio
351
Q3 2025 Added 2.03%
$0
$265 Million 0.1% of portfolio
5,376
Q3 2025 Reduced 24.22%
$0
$266 Million 0.1% of portfolio
2,444
Q3 2025 Reduced 6.5%
$34.9B
$275 Million 0.1% of portfolio
1,153
Q3 2025 Reduced 0.09%
$0
$273 Million 0.1% of portfolio
583
Q3 2025 Reduced 0.17%
$0
$267 Million 0.1% of portfolio
1,104
Q2 2025 Reduced 3.5%
$306B
$262 Million 0.1% of portfolio
3,957
Q3 2025 Added 3.89%
$0
$234 Million 0.09% of portfolio
1,647
Q2 2025 New
Coherent Corp
-
$235 Million 0.09% of portfolio
-
Q3 2025 New
$0
$250 Million 0.09% of portfolio
7,491
Q4 2024 Reduced 16.45%
$490B
$234 Million 0.09% of portfolio
2,071
Q3 2025 Added 0.63%

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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