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
COST
Costco Wholesale Corp

Consumer Defensive
11
+ 0.34%
$890.62 - $1076.86 $9.8K - $11.8K
3.27K $3.09B
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
1.16K
+ 29.67%
$113.13 - $127.79 $131K - $148K
5.06K $573M
KO
Coca Cola CO

Consumer Defensive
779
+ 23.02%
$60.81 - $72.32 $47.4K - $56.3K
4.16K $298M
NFLX
Netflix Inc

Communication Services
74
+ 23.95%
$828.4 - $1058.6 $61.3K - $78.3K
383 $357M
DE
Deere & CO

Industrials
63
+ 6.18%
$408.57 - $509.27 $25.7K - $32.1K
1.08K $508M
XLE
Energy Sector Spdr

ETFs
485
+ 13.01%
$85.7 - $93.96 $41.6K - $45.6K
4.21K $394M
TTWO
Take Two Interactive Software Inc

Communication Services
1
+ 0.04%
$178.61 - $217.95 $179 - $218
2.79K $579M
SO
Southern CO

Utilities
21
+ 0.32%
$80.96 - $92.96 $1.7K - $1.95K
6.49K $596M
KLAC
Kla Corp

Technology
11
+ 1.04%
$636.62 - $777.63 $7K - $8.55K
1.07K $726M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
2.57K
+ 20.17%
$32.49 - $37.99 $83.3K - $97.4K
15.3K $512M
TDG
Trans Digm Group Inc

Industrials
9
+ 3.28%
$1251.32 - $1394.11 $11.3K - $12.5K
283 $391M
PAVE
Global X Fds Us Infrastructure

ETFs
4.31K
+ 9.53%
$37.31 - $43.82 $161K - $189K
49.6K $1.87B
UNH
Unitedhealth Group Inc

Healthcare
12
+ 0.63%
$461.52 - $548.18 $5.54K - $6.58K
1.92K $1.01B
NIO
Nio Inc.

Consumer Cyclical
12.2K
+ 104.27%
$3.75 - $5.22 $45.8K - $63.7K
23.9K $91.1M
VPN
Global X Fds Data Ctr Reits &

ETFs
3.44K
+ 5.25%
N/A
68.9K $1.12B
CMS
Cms Energy Corp

Utilities
102
+ 3.38%
$64.99 - $75.11 $6.63K - $7.66K
3.12K $234M
INQQ
Exchange Traded Concepts Tr In

ETFs
6.04K
+ 18.97%
$13.32 - $16.5 $80.5K - $99.7K
37.9K $544M
XOM
Exxon Mobil Corp

Energy
11
+ 0.49%
$105.44 - $118.93 $1.16K - $1.31K
2.25K $268M
EMLP
First Tr Exchange Traded Iv

ETFs
178
+ 1.75%
$35.79 - $38.28 $6.37K - $6.81K
10.4K $389M
SPGI
S&P Global Inc.

Financial Services
24
+ 1.86%
$478.26 - $543.77 $11.5K - $13.1K
1.31K $667M
PG
Procter & Gamble CO

Consumer Defensive
59
+ 1.41%
$158.56 - $176.26 $9.36K - $10.4K
4.24K $723M
AFMC
First Tr Exchange Traded Fd Vi

ETFs
1.49K
+ 6.25%
$29.5 - $33.51 $43.8K - $49.8K
25.3K $770M
VTV
Vanguard Value ETF

ETFs
35
+ 1.4%
$167.73 - $179.21 $5.87K - $6.27K
2.54K $439M
DGRO
Ishares Core Dividend Growth E

ETFs
178
+ 5.09%
$60.46 - $64.42 $10.8K - $11.5K
3.67K $227M
PFE
Pfizer Inc

Healthcare
800
+ 9.11%
$25.01 - $27.13 $20K - $21.7K
9.58K $243M
QS
Quantum Scape Corp

Consumer Cyclical
2K
New
$4.15 - $6.58 $8.3K - $13.2K
2K $8.32M
Lam Research Corp
79
+ 1.71%
N/A
4.69K $341M
SLS
Sellas Life Sciences Group, Inc.

Healthcare
5K
+ 43.48%
$0.92 - $1.62 $4.6K - $8.1K
16.5K $17.8M
PEP
Pepsico Inc

Consumer Defensive
46
+ 3.17%
$142.64 - $156.42 $6.56K - $7.2K
1.5K $225M
LMT
Lockheed Martin Corp

Industrials
33
+ 7.4%
$423.19 - $506.29 $14K - $16.7K
479 $214M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
587
+ 3.71%
$64.88 - $72.1 $38.1K - $42.3K
16.4K $1.08B
ISRG
Intuitive Surgical Inc

Healthcare
31
+ 2.64%
$476.63 - $610.45 $14.8K - $18.9K
1.2K $596M
HD
Home Depot, Inc.

Consumer Cyclical
213
+ 5.08%
$347.25 - $424.87 $74K - $90.5K
4.41K $1.62B
VTI
Vanguard Total Stock Market Et

ETFs
10
+ 0.74%
$271.18 - $303.12 $2.71K - $3.03K
1.35K $372M
MLM
Martin Marietta Materials Inc

Basic Materials
5
+ 0.88%
$460.39 - $552.64 $2.3K - $2.76K
572 $273M
EQIX
Equinix Inc

Real Estate
18
+ 6.34%
$803.0 - $959.97 $14.5K - $17.3K
302 $246M
CLSK
Cleanspark, Inc.

Technology
910
+ 7.99%
$6.72 - $12.03 $6.12K - $10.9K
12.3K $82.6M
META
Meta Platforms, Inc.

Communication Services
18
+ 0.5%
$576.36 - $736.67 $10.4K - $13.3K
3.62K $2.08B
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 0.09%
$198.1 - $229.79 $198 - $230
1.14K $228M
WDAY
Workday, Inc.

Technology
11
+ 0.93%
$233.53 - $277.82 $2.57K - $3.06K
1.19K $278M
ADBE
Adobe Inc.

Technology
27
+ 2.81%
$377.84 - $464.11 $10.2K - $12.5K
988 $379M
VUG
Vanguard Growth ETF

ETFs
40
+ 2.29%
$369.1 - $427.61 $14.8K - $17.1K
1.78K $662M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.95K
+ 6.12%
$51.45 - $58.51 $152K - $173K
51.1K $2.65B
TDIV
First Trust Nasdaq Technology

ETFs
913
+ 2.99%
$73.39 - $83.95 $67K - $76.6K
31.5K $2.32B
GOOG
Alphabet Inc.

Communication Services
74
+ 1.52%
$156.06 - $207.71 $11.5K - $15.4K
4.96K $775M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
40
+ 0.58%
$203.38 - $274.79 $8.14K - $11K
6.9K $1.42B
PGRO
Putnam ETF Tr Putnam Focused L

ETFs
7.84K
+ 6.74%
$34.61 - $40.32 $271K - $316K
124K $4.3B
AVGO
Broadcom Inc.

Technology
121
+ 1.08%
$167.43 - $244.7 $20.3K - $29.6K
11.3K $1.9B
NVDA
Nvidia Corp

Technology
636
+ 0.92%
$106.98 - $149.43 $68K - $95K
70.1K $7.59B
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
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