Prospect Financial Group LLC Portfolio Holdings

Prospect Financial Group LLC

  • $81.3 Billion
  • Q4 2024

Prospect Financial Group LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $81.3 Billion distributed in 59 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Total with a value of $7.21B, Pinterest, Inc. with a value of $6.87B, Vanguard Total International B with a value of $5.64B, Vanguard Total Stock Market Et with a value of $4.91B, and Dimensional ETF Tr Emerging Mk with a value of $4.73B.

Examining the 13F form we can see an increase of $81.3B in the current position value.

Prospect Financial Group LLC is based out at Arlington, VA

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

Portfolio value $81.3 Billion
ETFs: $60.3 Billion
Communication Services: $8.86 Billion
Technology: $5.85 Billion
Financial Services: $2.51 Billion
Healthcare: $1.6 Billion
Consumer Cyclical: $614 Million
Energy: $576 Million
Consumer Defensive: $503 Million
Other: $21.3 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$7.21 Billion 8.87% of portfolio
100,262
Q4 2024 New
$0
$5.64 Billion 6.94% of portfolio
114,938
Q4 2024 New
$0
$4.91 Billion 6.04% of portfolio
16,947
Q4 2024 New
$0
$4.73 Billion 5.82% of portfolio
180,522
Q4 2024 New
$0
$4.56 Billion 5.61% of portfolio
131,932
Q4 2024 New
$0
$3.91 Billion 4.81% of portfolio
7,254
Q4 2024 New
$0
$3.78 Billion 4.66% of portfolio
146,445
Q4 2024 New
$0
$2.67 Billion 3.28% of portfolio
98,804
Q4 2024 New
$0
$2.59 Billion 3.19% of portfolio
39,846
Q4 2024 New
$0
$2.31 Billion 2.84% of portfolio
37,601
Q4 2024 New
$0
$1.76 Billion 2.16% of portfolio
88,088
Q4 2024 New
$0
$1.64 Billion 2.02% of portfolio
8,373
Q4 2024 New
$0
$1.59 Billion 1.96% of portfolio
63,781
Q4 2024 New
$0
$1.55 Billion 1.9% of portfolio
26,299
Q4 2024 New
$0
$1.51 Billion 1.86% of portfolio
61,559
Q4 2024 New
$0
$1.45 Billion 1.78% of portfolio
16,246
Q4 2024 New
$0
$1.11 Billion 1.37% of portfolio
17,132
Q4 2024 New
$0
$1.03 Billion 1.27% of portfolio
10,652
Q4 2024 New
$0
$1 Billion 1.23% of portfolio
1,706
Q4 2024 New
$0
$801 Million 0.99% of portfolio
3,767
Q4 2024 New
$0
$728 Million 0.9% of portfolio
14,578
Q4 2024 New
$0
$623 Million 0.77% of portfolio
12,425
Q4 2024 New
$0
$584 Million 0.72% of portfolio
17,106
Q4 2024 New
$0
$452 Million 0.56% of portfolio
21,482
Q4 2024 New
$0
$321 Million 0.4% of portfolio
1,692
Q4 2024 New
$0
$299 Million 0.37% of portfolio
1,109
Q4 2024 New
$0
$223 Million 0.27% of portfolio
927
Q4 2024 New
$0
$206 Million 0.25% of portfolio
782
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 59
  • Current Value $81.3 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 59 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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