Prosperity Financial Group, Inc. Incresed Positions in Q3 2025

Prosperity Financial Group, Inc.

  • $273 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
1.01K
+ 1.83%
$202.38 - $256.87 $204K - $259K
56K $14.3B
NVDA
Nvidia Corp

Technology
207
+ 0.31%
$153.3 - $186.58 $31.7K - $38.6K
67.3K $12.6B
GOOGL
Alphabet Inc.

Communication Services
667
+ 3.56%
$174.36 - $254.72 $116K - $170K
19.4K $4.71B
Sandisk Corp
1.34K
+ 7.93%
N/A
18.3K $2.05B
CRM
Salesforce, Inc.

Technology
5.55K
+ 452.12%
$231.66 - $273.65 $1.29M - $1.52M
6.78K $1.61B
JPM
Jpmorgan Chase & CO

Financial Services
3.1K
+ 42.58%
$282.78 - $316.06 $877K - $981K
10.4K $3.28B
AVGO
Broadcom Inc.

Technology
1.36K
+ 11.93%
$264.74 - $369.57 $359K - $502K
12.7K $4.2B
TSLA
Tesla, Inc.

Consumer Cyclical
217
+ 2.92%
$293.94 - $444.72 $63.8K - $96.5K
7.65K $3.4B
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
21.4K
+ 30.14%
$29.19 - $31.2 $625K - $668K
92.5K $2.87B
PVAL
Putnam ETF Tr Putnam Focused L
6.96K
+ 4.28%
$39.93 - $42.72 $278K - $297K
169K $7.24B
PGRO
Putnam ETF Tr Putnam Focused L

ETFs
5.16K
+ 4.06%
$40.65 - $44.95 $210K - $232K
132K $5.89B
MSFT
Microsoft Corp

Technology
503
+ 2.76%
$491.09 - $535.64 $247K - $269K
18.7K $9.71B
FRTY
Alger ETF Tr Mid Cap 40 ETF

ETFs
604
+ 0.32%
$18.65 - $22.58 $11.3K - $13.6K
187K $4.19B
MISL
First Tr Exchange Traded Fd In
1.4K
+ 1.18%
N/A
120K $4.96B
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
14.4K
+ 10.21%
N/A
155K $4.01B
PAVE
Global X Fds Us Infrastructure

ETFs
6.6K
+ 12.47%
$44.02 - $47.63 $290K - $314K
59.5K $2.83B
Zacks Trust
5.79K
+ 4.79%
N/A
127K $3.71B
Pgim ETF Tr
1.51K
+ 2.98%
N/A
52.2K $5.76B
Goldman Sachs ETF Tr
6.78K
+ 13.78%
N/A
56K $2.93B
TDIV
First Trust Nasdaq Technology

ETFs
1.66K
+ 5.15%
$89.27 - $100.33 $148K - $166K
33.9K $3.34B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
771
+ 42.15%
$459.11 - $506.91 $354K - $391K
2.6K $1.31B
ESGB
Indexiq Active ETF Tr Iq Macka
18.5K
+ 63.23%
N/A
47.9K $1.02B
New York Life Invts Active E
12.9K
+ 164.11%
N/A
20.8K $543M
AGOX
Starboard Invt Tr

ETFs
5.78K
+ 5.24%
$28.93 - $30.85 $167K - $178K
116K $3.57B
SKYY
First Trust Cloud Computing Et

ETFs
981
+ 7.58%
$118.24 - $138.53 $116K - $136K
13.9K $1.87B
FDG
American Centy ETF Tr Focused

ETFs
1.11K
+ 8.97%
$108.35 - $122.35 $121K - $136K
13.5K $1.63B
VPN
Global X Fds Data Ctr Reits &

ETFs
6.76K
+ 9.54%
N/A
77.6K $1.59B
AMD
Advanced Micro Devices Inc

Technology
657
+ 8.11%
$134.8 - $184.42 $88.6K - $121K
8.75K $1.42B
ESGY
American Centy ETF Tr Sustaina

ETFs
1.9K
+ 7.29%
$59.31 - $60.29 $113K - $114K
27.9K $1.82B
CAT
Caterpillar Inc

Industrials
164
+ 7.98%
$390.92 - $477.15 $64.1K - $78.3K
2.22K $1.06B
ETN
Eaton Corp PLC

Industrials
568
+ 20.46%
$342.99 - $392.76 $195K - $223K
3.34K $1.25B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.4K
+ 2.56%
$53.81 - $57.52 $75.3K - $80.5K
56K $3.22B
VTI
Vanguard Total Stock Market Et

ETFs
661
+ 48.35%
$303.93 - $329.86 $201K - $218K
2.03K $666M
Global X Fds
138
+ 0.6%
N/A
23.2K $1.63B
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
503
+ 7.25%
$301.44 - $365.84 $152K - $184K
7.44K $2.41B
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.88K
+ 7.51%
$55.61 - $57.37 $216K - $222K
55.5K $3.17B
RECS
Columbia ETF Tr I

ETFs
2.27K
+ 5.72%
$36.82 - $40.35 $83.6K - $91.6K
41.9K $1.69B
MPWR
Monolithic Power Systems Inc

Technology
67
+ 7.62%
$711.24 - $922.81 $47.7K - $61.8K
946 $871M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.52K
+ 8.5%
$72.65 - $78.68 $110K - $119K
19.4K $1.52B
ABBV
Abb Vie Inc.

Healthcare
20
+ 0.44%
$184.85 - $231.54 $3.7K - $4.63K
4.54K $1.05B
SPY
Spdr S&P 500 ETF Trust

ETFs
106
+ 3.71%
$617.65 - $666.84 $65.5K - $70.7K
2.96K $1.97B
KLAC
Kla Corp

Technology
10
+ 0.93%
$843.9 - $1078.6 $8.44K - $10.8K
1.09K $1.17B
Lam Research Corp
243
+ 5.14%
N/A
4.97K $665M
Federated Hermes ETF Trust
7.5K
+ 23.93%
N/A
38.8K $986M
META
Meta Platforms, Inc.

Communication Services
289
+ 7.56%
$695.21 - $791.73 $201K - $229K
4.11K $3.02B
J P Morgan Exchange Traded F
2.04K
+ 17.94%
N/A
13.4K $992M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
283
+ 0.96%
$107.5 - $115.86 $30.4K - $32.8K
29.9K $3.41B
Zacks Trust
26
+ 0.05%
N/A
53.4K $1.99B
JNJ
Johnson & Johnson

Healthcare
42
+ 0.8%
$155.17 - $185.42 $6.52K - $7.79K
5.27K $976M
Activity Summary
Buys All Purchases 123 New Holdings 19 Increased Positions 104 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 6 Puts 2
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