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
$4.3T
$14.3 Billion 5.21% of portfolio
55,987
Q3 2025 Added 1.83%
$465B
$12.6 Billion 4.59% of portfolio
67,285
Q3 2025 Added 0.31%
$3.78T
$9.71 Billion 3.55% of portfolio
18,740
Q3 2025 Added 2.76%
$0
$7.24 Billion 2.65% of portfolio
169,472
Q3 2025 Added 4.28%
$0
$6.7 Billion 2.45% of portfolio
208,317
Q3 2025 Reduced 6.12%
$0
$5.89 Billion 2.15% of portfolio
132,429
Q3 2025 Added 4.06%
Pgim ETF Tr
-
$5.76 Billion 2.11% of portfolio
-
Q3 2025 Added 2.98%
Proshares Tr
-
$5.06 Billion 1.85% of portfolio
-
Q3 2025 Reduced 5.26%
-
$4.96 Billion 1.81% of portfolio
-
Q3 2025 Added 1.18%
$0
$4.8 Billion 1.76% of portfolio
49,680
Q3 2025 Reduced 0.67%
$342B
$4.76 Billion 1.74% of portfolio
26,109
Q3 2025 Reduced 18.56%
$1.65T
$4.71 Billion 1.72% of portfolio
19,382
Q3 2025 Added 3.56%
$2.39T
$4.51 Billion 1.65% of portfolio
20,529
Q3 2025 Reduced 2.78%
$0
$4.31 Billion 1.58% of portfolio
59,696
Q3 2025 Reduced 0.2%
$139B
$4.2 Billion 1.54% of portfolio
12,736
Q3 2025 Added 11.93%
$0
$4.19 Billion 1.53% of portfolio
187,151
Q3 2025 Added 0.32%
$0
$3.94 Billion 1.44% of portfolio
51,851
Q3 2025 Added 3.74%
Mfs Active Exchange Traded F
-
$3.81 Billion 1.39% of portfolio
-
Q3 2025 Reduced 0.11%
Zacks Trust
-
$3.71 Billion 1.36% of portfolio
-
Q3 2025 Added 4.79%
$51.1B
$3.68 Billion 1.35% of portfolio
41,040
Q3 2025 Reduced 6.46%
$0
$3.67 Billion 1.34% of portfolio
87,046
Q3 2025 Added 21.6%
$0
$3.57 Billion 1.3% of portfolio
116,177
Q3 2025 Added 5.24%
First Tr Exchange Traded Fd
-
$3.47 Billion 1.27% of portfolio
-
Q3 2025 Added 2.03%
$0
$3.41 Billion 1.25% of portfolio
29,851
Q3 2025 Added 0.96%
$1.29T
$3.4 Billion 1.24% of portfolio
7,653
Q3 2025 Added 2.92%
$0
$3.34 Billion 1.22% of portfolio
33,854
Q3 2025 Added 5.15%
$881B
$3.28 Billion 1.2% of portfolio
10,390
Q3 2025 Added 42.58%
$0
$3.22 Billion 1.18% of portfolio
55,994
Q3 2025 Added 2.56%
$0
$3.17 Billion 1.16% of portfolio
55,517
Q3 2025 Added 7.51%
$404B
$3.12 Billion 1.14% of portfolio
3,374
Q3 2025 Added 2.24%
$1.37T
$3.02 Billion 1.1% of portfolio
4,111
Q3 2025 Added 7.56%
Goldman Sachs ETF Tr
-
$2.93 Billion 1.07% of portfolio
-
Q3 2025 Added 13.78%
$0
$2.87 Billion 1.05% of portfolio
92,451
Q3 2025 Added 30.14%
$0
$2.83 Billion 1.04% of portfolio
59,471
Q3 2025 Added 12.47%
Dbx ETF Tr
-
$2.79 Billion 1.02% of portfolio
-
Q3 2025 New
$64.5B
$2.41 Billion 0.88% of portfolio
7,439
Q3 2025 Added 7.25%
$533B
$2.33 Billion 0.85% of portfolio
6,811
Q3 2025 Added 5.47%
Sandisk Corp
-
$2.05 Billion 0.75% of portfolio
-
Q3 2025 Added 7.93%
Zacks Trust
-
$1.99 Billion 0.73% of portfolio
-
Q3 2025 Added 0.05%
$0
$1.97 Billion 0.72% of portfolio
2,964
Q3 2025 Added 3.71%
$42.8B
$1.94 Billion 0.71% of portfolio
6,487
Q2 2025 New
$0
$1.87 Billion 0.68% of portfolio
13,931
Q3 2025 Added 7.58%
$181B
$1.82 Billion 0.67% of portfolio
18,585
Q3 2025 Added 0.54%
$0
$1.82 Billion 0.67% of portfolio
27,935
Q3 2025 Added 7.29%
-
$1.75 Billion 0.64% of portfolio
-
Q3 2025 Added 13.36%
$0
$1.69 Billion 0.62% of portfolio
41,926
Q3 2025 Added 5.72%
$367B
$1.66 Billion 0.61% of portfolio
4,086
Q3 2025 Reduced 0.2%
Global X Fds
-
$1.63 Billion 0.6% of portfolio
-
Q3 2025 Added 0.6%
$0
$1.64 Billion 0.6% of portfolio
35,398
Q3 2025 Added 1.85%

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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