Prosperity Financial Group, Inc. Incresed Positions in Q2 2025

Prosperity Financial Group, Inc.

  • $235 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
49
+ 0.43%
$146.29 - $275.65 $7.17K - $13.5K
11.4K $3.14B
Pgim ETF Tr
796
+ 1.6%
N/A
50.7K $5.27B
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
32.1K
+ 82.27%
$24.57 - $29.72 $788K - $953K
71K $2.09B
PGRO
Putnam ETF Tr Putnam Focused L

ETFs
3.13K
+ 2.52%
$30.94 - $41.09 $97K - $129K
127K $5.23B
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
400
+ 0.92%
$60.61 - $87.72 $24.2K - $35.1K
43.9K $3.72B
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
9.78K
+ 4.61%
$25.96 - $30.99 $254K - $303K
222K $6.88B
MISL
First Tr Exchange Traded Fd In
952
+ 0.81%
N/A
118K $4.42B
AGOX
Starboard Invt Tr

ETFs
12.1K
+ 12.31%
$23.19 - $29.58 $281K - $358K
110K $3.27B
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
2.54K
+ 5.34%
$61.92 - $81.5 $157K - $207K
50K $4.07B
PVAL
Putnam ETF Tr Putnam Focused L
12.4K
+ 8.24%
$33.6 - $40.23 $415K - $497K
163K $6.54B
META
Meta Platforms, Inc.

Communication Services
207
+ 5.73%
$484.66 - $738.09 $100K - $153K
3.82K $2.82B
TSLA
Tesla, Inc.

Consumer Cyclical
1.15K
+ 18.29%
$221.86 - $362.89 $255K - $417K
7.44K $2.36B
Zacks Trust
5.53K
+ 4.79%
N/A
121K $3.2B
AMZN
Amazon Com Inc

Consumer Cyclical
14
+ 0.07%
$167.32 - $223.3 $2.34K - $3.13K
21.1K $4.63B
TDIV
First Trust Nasdaq Technology

ETFs
738
+ 2.35%
$64.41 - $90.17 $47.5K - $66.5K
32.2K $2.9B
Mfs Active Exchange Traded F
1.35K
+ 1.01%
N/A
135K $3.59B
QGRO
American Centy ETF Tr Stoxx Us

ETFs
565
+ 1.95%
$83.67 - $109.12 $47.3K - $61.7K
29.6K $3.23B
JPM
Jpmorgan Chase & CO

Financial Services
627
+ 9.41%
$210.28 - $289.91 $132K - $182K
7.29K $2.11B
RECS
Columbia ETF Tr I

ETFs
9.69K
+ 32.34%
$29.4 - $36.79 $285K - $356K
39.7K $1.46B
PAVE
Global X Fds Us Infrastructure

ETFs
3.28K
+ 6.62%
$33.78 - $43.68 $111K - $143K
52.9K $2.3B
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
10.8K
+ 8.27%
N/A
141K $3.48B
V
Visa Inc.

Financial Services
997
+ 18.26%
$308.27 - $373.31 $307K - $372K
6.46K $2.29B
Goldman Sachs ETF Tr
4.15K
+ 9.21%
N/A
49.2K $2.45B
ETN
Eaton Corp PLC

Industrials
384
+ 16.05%
$246.52 - $356.99 $94.7K - $137K
2.78K $991M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.46K
+ 6.77%
$45.88 - $54.4 $159K - $188K
54.6K $2.97B
Global X Fds
64
+ 0.28%
N/A
23.1K $1.39B
FDG
American Centy ETF Tr Focused

ETFs
935
+ 8.15%
$81.22 - $109.26 $75.9K - $102K
12.4K $1.36B
SKYY
First Trust Cloud Computing Et

ETFs
606
+ 4.91%
$89.46 - $121.64 $54.2K - $73.7K
13K $1.58B
RSG
Republic Services, Inc.

Industrials
1.17K
+ 31.29%
$227.2 - $258.07 $266K - $302K
4.91K $1.21B
PWR
Quanta Services, Inc.

Industrials
122
+ 6.01%
$239.47 - $381.26 $29.2K - $46.5K
2.15K $814M
AVLV
American Centy ETF Tr Avantis
1.62K
+ 2.78%
$56.85 - $68.21 $91.9K - $110K
59.8K $4.08B
ESGB
Indexiq Active ETF Tr Iq Macka
13.2K
+ 82.03%
N/A
29.3K $625M
ESGY
American Centy ETF Tr Sustaina

ETFs
929
+ 3.7%
$56.24 - $59.4 $52.2K - $55.2K
26K $1.56B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
2.38K
+ 23.92%
$60.34 - $74.89 $143K - $178K
12.3K $922M
Proshares Tr
4.73K
+ 4.16%
N/A
118K $5.03B
KLAC
Kla Corp

Technology
8
+ 0.75%
$576.53 - $902.94 $4.61K - $7.22K
1.08K $964M
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
IVV
Ishares Core S&P 500 ETF

ETFs
213
+ 18.07%
$498.8 - $620.9 $106K - $132K
1.39K $865M
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
COST
Costco Wholesale Corp

Consumer Defensive
29
+ 0.89%
$908.13 - $1056.85 $26.3K - $30.6K
3.3K $3.27B
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
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
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