Prosperity Financial Group, Inc. Purchases in Q1 2025

Prosperity Financial Group, Inc.

  • $201 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
163K
+ 331.85%
$27.95 - $30.87 $4.56M - $5.03M
212K $6B
Mfs Active Exchange Traded F
134K
New
N/A
134K $3.01B
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
68.7K
New
$40.5 - $42.02 $2.78M - $2.89M
68.7K $2.87B
Pgim ETF Tr
32.8K
+ 191.92%
N/A
49.9K $4.24B
Zacks Trust
115K
New
N/A
115K $2.57B
AGOX
Starboard Invt Tr

ETFs
98.3K
New
$24.2 - $29.41 $2.38M - $2.89M
98.3K $2.4B
FRTY
Alger ETF Tr Mid Cap 40 ETF

ETFs
128K
+ 92.15%
$15.58 - $20.55 $2M - $2.64M
268K $4.27B
UBER
Uber Technologies, Inc

Technology
18.7K
New
$63.17 - $81.49 $1.18M - $1.53M
18.7K $1.36B
Goldman Sachs ETF Tr
27.7K
+ 158.7%
N/A
45.1K $2.1B
Proshares Tr
32.1K
+ 39.35%
N/A
114K $4.79B
Goldman Sachs ETF Tr
15.8K
New
N/A
15.8K $702M
J P Morgan Exchange Traded F
10.8K
New
N/A
10.8K $690M
AMZN
Amazon Com Inc

Consumer Cyclical
5.9K
+ 38.77%
$190.26 - $242.06 $1.12M - $1.43M
21.1K $4.02B
PVAL
Putnam ETF Tr Putnam Focused L
14.1K
+ 10.4%
$36.8 - $39.59 $521K - $560K
150K $5.72B
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
28K
+ 27.36%
N/A
130K $3.09B
TOST
Toast, Inc.

Technology
18.2K
New
$32.61 - $41.98 $594K - $765K
18.2K $604M
AVLV
American Centy ETF Tr Avantis
9.35K
+ 19.15%
$63.51 - $70.42 $594K - $659K
58.2K $3.8B
QGRO
American Centy ETF Tr Stoxx Us

ETFs
7.08K
+ 32.29%
$91.68 - $109.93 $649K - $778K
29K $2.72B
PWR
Quanta Services, Inc.

Industrials
2.03K
New
$236.71 - $358.03 $481K - $727K
2.03K $516M
Global X Fds
5.97K
+ 35.0%
N/A
23K $1.07B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4.8K
New
$81.83 - $82.73 $392K - $397K
4.8K $397M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
7.14K
+ 26.59%
$41.61 - $44.72 $297K - $319K
34K $1.47B
RECS
Columbia ETF Tr I

ETFs
11.5K
+ 62.07%
$32.64 - $36.08 $375K - $414K
30K $995M
ESGB
Indexiq Active ETF Tr Iq Macka
16.1K
New
N/A
16.1K $342M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
9.29K
New
$33.84 - $37.77 $314K - $351K
9.29K $338M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
13.6K
New
$22.25 - $23.0 $302K - $312K
13.6K $312M
FTCS
First Trust Capital Strength E

ETFs
3.08K
+ 25.17%
$86.39 - $91.35 $266K - $281K
15.3K $1.37B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
3.05K
+ 39.64%
$108.02 - $120.45 $329K - $367K
10.7K $1.18B
IBM
International Business Machines Corp

Technology
921
+ 60.99%
$217.4 - $264.74 $200K - $244K
2.43K $604M
V
Visa Inc.

Financial Services
172
+ 3.25%
$306.92 - $362.71 $52.8K - $62.4K
5.46K $1.91B
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.36K
+ 9.81%
$56.17 - $59.71 $245K - $260K
48.7K $2.79B
DUK
Duke Energy Corp

Utilities
1.9K
New
$105.87 - $121.97 $201K - $231K
1.9K $231M
JNJ
Johnson & Johnson

Healthcare
722
+ 15.05%
$142.06 - $167.7 $103K - $121K
5.52K $915M
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
6.31K
+ 19.32%
$25.98 - $28.41 $164K - $179K
39K $1.07B
AEP
American Electric Power CO Inc

Utilities
2.02K
New
$90.32 - $109.27 $183K - $221K
2.02K $221M
WM
Waste Management Inc

Industrials
928
New
$200.54 - $233.78 $186K - $217K
928 $215M
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
9.8K
New
$21.79 - $23.09 $213K - $226K
9.8K $215M
CGGR
Capital Group Growth ETF Shs C

ETFs
6.24K
New
$33.98 - $39.84 $212K - $249K
6.24K $214M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
98
+ 1.7%
$208.48 - $244.03 $20.4K - $23.9K
5.86K $1.43B
MCD
Mcdonalds Corp

Consumer Cyclical
652
New
$279.74 - $321.29 $182K - $209K
652 $204M
MISL
First Tr Exchange Traded Fd In
7.27K
+ 6.61%
N/A
117K $3.55B
AEE
Ameren Corp

Utilities
2.02K
New
$86.87 - $103.67 $175K - $209K
2.02K $203M
Federated Hermes ETF Trust
6.42K
+ 25.49%
N/A
31.6K $874M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.32K
+ 5.27%
$62.72 - $71.92 $208K - $238K
66.2K $4.17B
ABBV
Abb Vie Inc.

Healthcare
27
+ 0.59%
$169.2 - $216.66 $4.57K - $5.85K
4.64K $971M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
21
+ 1.19%
$442.66 - $534.52 $9.3K - $11.2K
1.78K $948M
JPM
Jpmorgan Chase & CO

Financial Services
468
+ 7.56%
$225.19 - $279.95 $105K - $131K
6.66K $1.63B
RDIV
Invesco Exchange Traded Fd Tr

ETFs
2.58K
+ 59.82%
$47.27 - $50.52 $122K - $130K
6.89K $336M
GLD
Spdr Gold Trust

ETFs
94
+ 4.55%
$243.19 - $288.14 $22.9K - $27.1K
2.16K $622M
Activity Summary
Buys All Purchases 100 New Holdings 22 Increased Positions 78 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 4 Puts 0
Track This Portfolio

Track Prosperity Financial Group, Inc. Portfolio

Follow Prosperity Financial Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Prosperity Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Prosperity Financial Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email