Prosperity Financial Group, Inc. Portfolio Holdings

Prosperity Financial Group, Inc.

  • $235 Billion
  • Q2 2025

Prosperity Financial Group, Inc. has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $235 Billion distributed in 164 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $11.3B, Nvidia Corp with a value of $10.6B, Microsoft Corp with a value of $9.07B, First Tr Ex Tr Viii Ft Cboe Ve with a value of $6.88B, and Putnam ETF Tr Putnam Focused L with a value of $6.54B.

Examining the 13F form we can see an increase of $34.6B in the current position value, from $201B to 235B.

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 $235 Billion
ETFs: $73.1 Billion
Technology: $51.1 Billion
Consumer Cyclical: $12.2 Billion
Financial Services: $9.12 Billion
Communication Services: $8.25 Billion
Industrials: $5.9 Billion
Healthcare: $5.2 Billion
Consumer Defensive: $4.85 Billion
Other: $2.73 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$11.3 Billion 4.79% of portfolio
54,979
Q2 2025 Reduced 3.53%
$456B
$10.6 Billion 4.5% of portfolio
67,078
Q2 2025 Reduced 4.26%
$3.95T
$9.07 Billion 3.85% of portfolio
18,237
Q2 2025 Reduced 4.43%
$0
$6.88 Billion 2.92% of portfolio
221,902
Q2 2025 Added 4.61%
$0
$6.54 Billion 2.78% of portfolio
162,510
Q2 2025 Added 8.24%
Pgim ETF Tr
-
$5.27 Billion 2.24% of portfolio
-
Q2 2025 Added 1.6%
$0
$5.23 Billion 2.22% of portfolio
127,266
Q2 2025 Added 2.52%
Proshares Tr
-
$5.03 Billion 2.14% of portfolio
-
Q2 2025 Added 4.16%
$2.26T
$4.63 Billion 1.97% of portfolio
21,117
Q2 2025 Added 0.07%
-
$4.42 Billion 1.88% of portfolio
-
Q2 2025 Added 0.81%
$367B
$4.37 Billion 1.86% of portfolio
32,061
Q2 2025 Reduced 3.12%
$0
$4.08 Billion 1.73% of portfolio
59,816
Q2 2025 Added 2.78%
$0
$4.07 Billion 1.73% of portfolio
50,014
Q2 2025 Added 5.34%
$0
$3.78 Billion 1.6% of portfolio
49,982
Q2 2025 Reduced 24.5%
$66.3B
$3.72 Billion 1.58% of portfolio
43,873
Q2 2025 Added 0.92%
Mfs Active Exchange Traded F
-
$3.59 Billion 1.52% of portfolio
-
Q2 2025 Added 1.01%
-
$3.48 Billion 1.48% of portfolio
-
Q2 2025 Added 8.27%
First Tr Exchange Traded Fd
-
$3.39 Billion 1.44% of portfolio
-
Q2 2025 New
$1.21T
$3.3 Billion 1.4% of portfolio
18,715
Q2 2025 Reduced 2.33%
$0
$3.27 Billion 1.39% of portfolio
110,396
Q2 2025 Added 12.31%
$439B
$3.27 Billion 1.39% of portfolio
3,300
Q2 2025 Added 0.89%
$0
$3.23 Billion 1.37% of portfolio
29,568
Q2 2025 Added 1.95%
Zacks Trust
-
$3.2 Billion 1.36% of portfolio
-
Q2 2025 Added 4.79%
$127B
$3.14 Billion 1.33% of portfolio
11,379
Q2 2025 Added 0.43%
$0
$2.99 Billion 1.27% of portfolio
71,581
Q2 2025 Added 4.22%
$0
$2.97 Billion 1.26% of portfolio
54,595
Q2 2025 Added 6.77%
$0
$2.94 Billion 1.25% of portfolio
51,640
Q2 2025 Added 5.95%
$0
$2.9 Billion 1.23% of portfolio
32,195
Q2 2025 Added 2.35%
$1.78T
$2.82 Billion 1.2% of portfolio
3,822
Q2 2025 Added 5.73%
Goldman Sachs ETF Tr
-
$2.45 Billion 1.04% of portfolio
-
Q2 2025 Added 9.21%
$1.08T
$2.36 Billion 1.0% of portfolio
7,436
Q2 2025 Added 18.29%
$0
$2.3 Billion 0.98% of portfolio
52,875
Q2 2025 Added 6.62%
$551B
$2.29 Billion 0.97% of portfolio
6,458
Q2 2025 Added 18.26%
$79.9B
$2.17 Billion 0.92% of portfolio
6,936
Q2 2025 Added 0.46%
$859B
$2.11 Billion 0.9% of portfolio
7,287
Q2 2025 Added 9.41%
$0
$2.09 Billion 0.89% of portfolio
71,040
Q2 2025 Added 82.27%
$39.4B
$2.04 Billion 0.86% of portfolio
6,487
Q2 2025 New
Zacks Trust
-
$1.81 Billion 0.77% of portfolio
-
Q2 2025 Reduced 0.9%
$0
$1.77 Billion 0.75% of portfolio
2,858
Q2 2025 Reduced 3.8%
$182B
$1.72 Billion 0.73% of portfolio
18,486
Q2 2025 Reduced 1.22%
-
$1.64 Billion 0.7% of portfolio
-
Q2 2025 Added 8.52%
$608B
$1.62 Billion 0.69% of portfolio
2,080
Q2 2025 Added 2.26%
$0
$1.58 Billion 0.67% of portfolio
12,950
Q2 2025 Added 4.91%
$0
$1.56 Billion 0.66% of portfolio
26,036
Q2 2025 Added 3.7%
$0
$1.52 Billion 0.65% of portfolio
34,756
Q2 2025 Added 2.29%
$405B
$1.5 Billion 0.64% of portfolio
4,094
Q2 2025 Reduced 7.14%
$0
$1.46 Billion 0.62% of portfolio
39,656
Q2 2025 Added 32.34%
$0
$1.43 Billion 0.61% of portfolio
15,688
Q2 2025 Added 2.51%
Global X Fds
-
$1.39 Billion 0.59% of portfolio
-
Q2 2025 Added 0.28%

Summary

  • Portfolio
  • No. of Stocks 164
  • Current Value $235 Billion
  • Prior Value $201 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 30, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 18 stocks
  • Additional Purchases 87 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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