Prosperity Financial Group, Inc. Incresed Positions 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
Pgim ETF Tr
32.8K
+ 191.92%
N/A
49.9K $4.24B
FRTY
Alger ETF Tr Mid Cap 40 ETF

ETFs
128K
+ 92.15%
$15.58 - $20.55 $2M - $2.64M
268K $4.27B
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
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
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
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
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
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
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
98
+ 1.7%
$208.48 - $244.03 $20.4K - $23.9K
5.86K $1.43B
MISL
First Tr Exchange Traded Fd In
7.27K
+ 6.61%
N/A
117K $3.55B
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
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
WELL
Welltower Inc.

Real Estate
5
+ 0.26%
$124.05 - $156.86 $620 - $784
1.92K $295M
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
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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