Prosperity Financial Group, Inc. Purchases in Q2 2025

Prosperity Financial Group, Inc.

  • $235 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CRWD
Crowd Strike Holdings, Inc.

Technology
433
New
$321.63 - $509.31 $139K - $221K
433 $221M
DVY
Ishares Tr

ETFs
1.65K
New
$118.37 - $134.86 $195K - $222K
1.65K $219M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.45K
+ 8.81%
$58.41 - $72.69 $84.4K - $105K
17.9K $1.3B
TOST
Toast, Inc.

Technology
184
+ 1.01%
$30.03 - $45.23 $5.53K - $8.32K
18.4K $815M
New York Life Invts Active E
7.86K
New
N/A
7.86K $206M
IVV
Ishares Core S&P 500 ETF

ETFs
213
+ 18.07%
$498.8 - $620.9 $106K - $132K
1.39K $865M
DIS
Walt Disney CO

Communication Services
1.63K
New
$81.72 - $124.01 $133K - $202K
1.63K $202M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
2.82K
New
$59.24 - $71.39 $167K - $201K
2.82K $201M
VPN
Global X Fds Data Ctr Reits &

ETFs
1.92K
+ 2.79%
N/A
70.9K $1.32B
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
384
+ 7.59%
$101.69 - $139.02 $39K - $53.4K
5.45K $757M
MA
Mastercard Inc

Financial Services
256
+ 17.32%
$479.92 - $590.74 $123K - $151K
1.73K $974M
RACE
Ferrari N.V.

Consumer Cyclical
46
+ 2.05%
$397.86 - $499.02 $18.3K - $23K
2.29K $1.12B
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.9K
+ 5.95%
$51.14 - $57.0 $148K - $165K
51.6K $2.94B
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
5.7K
+ 58.2%
$21.21 - $23.5 $121K - $134K
15.5K $364M
MPWR
Monolithic Power Systems Inc

Technology
28
+ 3.29%
$455.19 - $737.73 $12.7K - $20.7K
879 $643M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
208
+ 1.94%
$97.68 - $121.38 $20.3K - $25.2K
10.9K $1.33B
Goldman Sachs ETF Tr
1.28K
+ 8.13%
N/A
17K $848M
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
2.9K
+ 4.22%
$40.66 - $41.98 $118K - $122K
71.6K $2.99B
RDIV
Invesco Exchange Traded Fd Tr

ETFs
2.7K
+ 39.22%
$42.44 - $49.08 $115K - $133K
9.59K $459M
Lam Research Corp
36
+ 0.77%
N/A
4.72K $460M
J P Morgan Exchange Traded F
509
+ 4.69%
N/A
11.4K $796M
TTWO
Take Two Interactive Software Inc

Communication Services
2
+ 0.07%
$194.58 - $243.05 $389 - $486
2.8K $679M
AFMC
First Tr Exchange Traded Fd Vi

ETFs
1.72K
+ 6.81%
$26.97 - $32.13 $46.4K - $55.3K
27K $867M
PBDC
Putnam ETF Tr Bdc Income Etf(D
3.81K
+ 8.52%
N/A
48.5K $1.64B
INQQ
Exchange Traded Concepts Tr In

ETFs
297
+ 0.78%
$13.61 - $16.6 $4.04K - $4.93K
38.2K $634M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.6K
+ 10.49%
$29.52 - $35.31 $47.3K - $56.6K
16.9K $596M
ISRG
Intuitive Surgical Inc

Healthcare
40
+ 3.32%
$451.58 - $565.94 $18.1K - $22.6K
1.24K $676M
MGC
Vanguard Mega Cap ETF

ETFs
167
+ 11.35%
$179.23 - $224.92 $29.9K - $37.6K
1.64K $369M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3
+ 0.41%
$416.06 - $551.64 $1.25K - $1.65K
735 $406M
FTCS
First Trust Capital Strength E

ETFs
384
+ 2.51%
$81.6 - $92.39 $31.3K - $35.5K
15.7K $1.43B
Federated Hermes ETF Trust
2.04K
+ 6.97%
N/A
31.3K $787M
CGGR
Capital Group Growth ETF Shs C

ETFs
281
+ 4.5%
$30.53 - $40.65 $8.58K - $11.4K
6.53K $265M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
778
+ 2.29%
$38.18 - $45.52 $29.7K - $35.4K
34.8K $1.52B
TXT
Textron Inc

Industrials
17
+ 0.31%
$60.72 - $80.34 $1.03K - $1.37K
5.5K $441M
PDP
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.04%
$89.44 - $108.59 $179 - $217
5.16K $560M
IWF
Ishares Russell 1000 Gr ETF

ETFs
19
+ 3.36%
$320.42 - $424.58 $6.09K - $8.07K
584 $248M
VTI
Vanguard Total Stock Market Et

ETFs
13
+ 0.96%
$243.75 - $303.93 $3.17K - $3.95K
1.37K $415M
AVUS
American Centy ETF Tr Avantis

ETFs
199
+ 8.24%
$81.38 - $100.82 $16.2K - $20.1K
2.61K $264M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
996
+ 16.33%
$45.3 - $50.64 $45.1K - $50.4K
7.09K $348M
SPGI
S&P Global Inc.

Financial Services
3
+ 0.23%
$438.31 - $527.29 $1.31K - $1.58K
1.32K $694M
CRM
Salesforce, Inc.

Technology
46
+ 3.89%
$236.26 - $291.15 $10.9K - $13.4K
1.23K $335M
ET
Energy Transfer LP

Energy
500
+ 4.98%
$15.65 - $18.93 $7.83K - $9.47K
10.6K $191M
WELL
Welltower Inc.

Real Estate
1
+ 0.05%
$136.49 - $155.22 $136 - $155
1.93K $296M
WM
Waste Management Inc

Industrials
6
+ 0.65%
$216.47 - $242.1 $1.3K - $1.45K
934 $214M
DPZ
Dominos Pizza Inc

Consumer Cyclical
13
+ 1.64%
$430.72 - $497.52 $5.6K - $6.47K
807 $364M
NIO
Nio Inc.

Consumer Cyclical
1.6K
+ 6.69%
$3.14 - $4.31 $5.02K - $6.9K
25.5K $87.5M
DUK
Duke Energy Corp

Utilities
24
+ 1.27%
$112.46 - $124.05 $2.7K - $2.98K
1.92K $227M
PFE
Pfizer Inc

Healthcare
69
+ 0.72%
$21.59 - $24.84 $1.49K - $1.71K
9.65K $234M
HUBS
Hubspot Inc

Technology
2
+ 0.28%
$487.07 - $672.24 $974 - $1.34K
713 $397M
Activity Summary
Buys All Purchases 105 New Holdings 18 Increased Positions 87 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 1 Puts 0
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