Prosperitas Financial LLC Portfolio Holdings

Prosperitas Financial LLC

  • $198 Billion
  • Q4 2024

Prosperitas Financial LLC has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $198 Billion distributed in 64 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $12.1B, Schwab Strategic Tr Us Broad M with a value of $11.9B, Vanguard Index Fds S&P 500 ETF with a value of $11.3B, Invesco Qqq Trust, Series 1 with a value of $11B, and Schwab Strategic Tr Us Large C with a value of $10.3B.

Examining the 13F form we can see an increase of $11.9B in the current position value, from $186B to 198B.

Prosperitas Financial LLC is based out at Valencia, CA

Below you can find more details about Prosperitas Financial LLC portfolio as well as his latest detailed transactions.

Portfolio value $198 Billion
ETFs: $87.8 Billion
Technology: $33.3 Billion
Communication Services: $20.4 Billion
Consumer Cyclical: $18.5 Billion
Consumer Defensive: $9.59 Billion
Financial Services: $7.8 Billion
Healthcare: $5.83 Billion
Energy: $5.76 Billion
Other: $8.47 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $198 Billion
  • Prior Value $186 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 05, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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