Prosperity Financial Group, Inc. Reduced Holdings in Q3 2025

Prosperity Financial Group, Inc.

  • $273 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
-765
- 36.78%
$625.65 - $812.69 $479K - $622K
1.32K $1B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-571
- 9.73%
$196.15 - $217.83 $112K - $124K
5.3K $1.07B
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
-13.6K
- 6.12%
$30.87 - $32.18 $419K - $437K
208K $6.7B
AMZN
Amazon Com Inc

Consumer Cyclical
-588
- 2.78%
$211.65 - $238.24 $124K - $140K
20.5K $4.51B
GAIN
Gladstone Investment Corporation\De

Financial Services
-5.3K
- 21.46%
$13.79 - $14.53 $73.1K - $77K
19.4K $268M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-1.72K
- 24.22%
$48.72 - $50.73 $83.7K - $87.2K
5.38K $265M
Grayscale Bitcoin Mini Tr Et
-1.65K
- 18.93%
N/A
7.06K $357M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-2.83K
- 6.46%
$82.96 - $95.7 $235K - $271K
41K $3.68B
IBM
International Business Machines Corp

Technology
-1
- 0.04%
$234.77 - $292.47 $235 - $292
2.3K $650M
PFE
Pfizer Inc

Healthcare
-1.53K
- 15.82%
$23.29 - $25.88 $35.6K - $39.5K
8.12K $207M
BWX
Spdr Bloomberg International T

ETFs
-85
- 0.89%
$22.58 - $23.5 $1.92K - $2K
9.43K $217M
EMLP
First Tr Exchange Traded Iv

ETFs
-369
- 3.7%
$36.99 - $38.38 $13.6K - $14.2K
9.61K $368M
ABT
Abbott Laboratories

Healthcare
-13
- 0.62%
$120.51 - $136.62 $1.57K - $1.78K
2.07K $278M
BR
Broadridge Financial Solutions, Inc.

Technology
-1
- 0.09%
$233.75 - $266.89 $234 - $267
1.15K $275M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-1.21K
- 7.17%
$35.42 - $38.65 $42.9K - $46.8K
15.7K $596M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-25
- 1.54%
$172.72 - $179.11 $4.32K - $4.48K
1.6K $284M
HTCR
Heart Core Enterprises, Inc.

Technology
-6.5K
- 30.23%
$0.42 - $1.29 $2.73K - $8.39K
15K $12.1M
AVUS
American Centy ETF Tr Avantis

ETFs
-170
- 6.5%
$101.2 - $109.16 $17.2K - $18.6K
2.44K $266M
WMT
Walmart Inc.

Consumer Defensive
-343
- 4.8%
$94.4 - $104.27 $32.4K - $35.8K
6.81K $702M
CSM
Proshares Large Cap Core Plus

ETFs
-801
- 7.38%
$70.54 - $76.83 $56.5K - $61.5K
10.1K $770M
SO
Southern CO

Utilities
-90
- 1.72%
$90.83 - $96.0 $8.17K - $8.64K
5.16K $489M
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
-602
- 3.88%
$23.5 - $24.94 $14.1K - $15K
14.9K $371M
DUK
Duke Energy Corp

Utilities
-31
- 1.61%
$116.31 - $125.93 $3.61K - $3.9K
1.89K $234M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-47
- 6.39%
$546.99 - $602.2 $25.7K - $28.3K
688 $413M
XLE
Energy Sector Spdr

ETFs
-71
- 2.13%
$84.25 - $91.99 $5.98K - $6.53K
3.26K $291M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-223
- 2.67%
$39.8 - $42.86 $8.88K - $9.56K
8.12K $347M
IWV
Ishares Russell 3000 ETF

ETFs
-1
- 0.13%
$351.04 - $379.81 $351 - $380
782 $297M
Federated Hermes ETF Trust
-318
- 1.02%
N/A
30.9K $942M
FTCS
First Trust Capital Strength E

ETFs
-219
- 1.4%
$89.72 - $93.74 $19.6K - $20.5K
15.5K $1.45B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1
- 0.17%
$420.11 - $472.68 $420 - $473
583 $273M
Proshares Tr
-6.24K
- 5.26%
N/A
112K $5.06B
RDIV
Invesco Exchange Traded Fd Tr

ETFs
-52
- 0.54%
$47.78 - $52.76 $2.48K - $2.74K
9.53K $497M
IVV
Ishares Core S&P 500 ETF

ETFs
-29
- 2.08%
$620.67 - $670.08 $18K - $19.4K
1.36K $913M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-208
- 1.69%
$74.93 - $80.73 $15.6K - $16.8K
12.1K $976M
NIO
Nio Inc.

Consumer Cyclical
-1.1K
- 4.31%
$3.41 - $7.62 $3.75K - $8.38K
24.4K $186M
HD
Home Depot, Inc.

Consumer Cyclical
-8
- 0.2%
$357.4 - $423.42 $2.86K - $3.39K
4.09K $1.66B
Mfs Active Exchange Traded F
-149
- 0.11%
N/A
135K $3.81B
AVLV
American Centy ETF Tr Avantis
-120
- 0.2%
$68.33 - $72.69 $8.2K - $8.72K
59.7K $4.31B
PLTR
Palantir Technologies Inc.

Technology
-5.95K
- 18.56%
$130.68 - $186.97 $778K - $1.11M
26.1K $4.76B
Grayscale Ethereum Trust ETF
-3.95K
- 9.34%
N/A
38.3K $1.31B
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
-334
- 0.67%
$82.22 - $96.68 $27.5K - $32.3K
49.7K $4.8B
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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