Prosperity Financial Group, Inc. Reduced Holdings in Q1 2025

Prosperity Financial Group, Inc.

  • $201 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QJUN
First Tr ETF
-147K
- 90.75%
$26.45 - $29.15 $3.88M - $4.27M
14.9K $395M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-69K
- 49.88%
$48.31 - $49.23 $3.33M - $3.4M
69.3K $3.41B
First Tr Exchng Traded Fd Vi
-67K
- 89.86%
N/A
7.56K $266M
Zacks Trust
-50.2K
- 48.24%
N/A
53.9K $1.63B
AAPL
Apple Inc.

Technology
-705
- 1.22%
$209.68 - $247.1 $148K - $174K
57K $12.7B
SKYY
First Trust Cloud Computing Et

ETFs
-8.69K
- 41.32%
$102.23 - $131.18 $889K - $1.14M
12.3K $1.26B
MSFT
Microsoft Corp

Technology
-451
- 2.31%
$375.39 - $447.2 $169K - $202K
19.1K $7.16B
TSLA
Tesla, Inc.

Consumer Cyclical
-17
- 0.27%
$222.15 - $428.22 $3.78K - $7.28K
6.29K $1.63B
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
-5.16K
- 9.8%
$67.24 - $84.27 $347K - $434K
47.5K $3.24B
GOOGL
Alphabet Inc.

Communication Services
-185
- 0.96%
$154.33 - $206.19 $28.6K - $38.1K
19.2K $2.96B
ETN
Eaton Corp PLC

Industrials
-1.44K
- 37.59%
$271.83 - $371.23 $392K - $535K
2.39K $650M
Grayscale Ethereum Trust ETF
-2K
- 4.48%
N/A
42.6K $648M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-28
- 0.06%
$62.43 - $84.12 $1.75K - $2.36K
43.5K $2.83B
PBDC
Putnam ETF Tr Bdc Income Etf(D
-11.5K
- 20.45%
N/A
44.7K $1.55B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-3.67K
- 26.96%
$67.03 - $74.61 $246K - $273K
9.93K $675M
NOW
Service Now, Inc.

Technology
-23
- 2.88%
$783.83 - $1170.39 $18K - $26.9K
777 $619M
ESGY
American Centy ETF Tr Sustaina

ETFs
-887
- 3.41%
N/A
25.1K $1.28B
AMD
Advanced Micro Devices Inc

Technology
-104
- 1.25%
$96.63 - $129.55 $10K - $13.5K
8.24K $847M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-228
- 23.75%
$468.34 - $539.52 $107K - $123K
732 $343M
SPY
Spdr S&P 500 ETF Trust

ETFs
-103
- 3.35%
$551.42 - $612.93 $56.8K - $63.1K
2.97K $1.66B
HTCR
Heart Core Enterprises, Inc.

Technology
-42.5K
- 47.75%
$0.75 - $2.65 $31.9K - $113K
46.5K $34.9M
ACN
Accenture PLC

Technology
-47
- 1.75%
$300.91 - $398.25 $14.1K - $18.7K
2.64K $823M
CRM
Salesforce, Inc.

Technology
-60
- 4.83%
$268.36 - $359.95 $16.1K - $21.6K
1.18K $317M
IOT
Samsara Inc.

Technology
-80
- 0.46%
$34.06 - $60.96 $2.72K - $4.88K
17.4K $667M
HUBS
Hubspot Inc

Technology
-1
- 0.14%
$571.29 - $819.71 $571 - $820
711 $406M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-145
- 20.42%
$360.07 - $417.26 $52.2K - $60.5K
565 $204M
CAT
Caterpillar Inc

Industrials
-22
- 1.02%
$326.75 - $407.63 $7.19K - $8.97K
2.13K $701M
MGM
Mgm Resorts International

Consumer Cyclical
-113
- 0.79%
$29.64 - $40.37 $3.35K - $4.56K
14.1K $419M
FXN
First Tr Exchange Traded Fd Fi

ETFs
-4.26K
- 26.54%
$15.13 - $18.07 $64.5K - $77K
11.8K $195M
WMT
Walmart Inc.

Consumer Defensive
-389
- 4.42%
$84.5 - $105.05 $32.9K - $40.9K
8.4K $738M
IVV
Ishares Core S&P 500 ETF

ETFs
-27
- 2.24%
$554.06 - $615.85 $15K - $16.6K
1.18K $663M
PDP
Invesco Exchange Traded Fd Tr

ETFs
-7
- 0.14%
$96.95 - $116.13 $679 - $813
5.16K $516M
AVUS
American Centy ETF Tr Avantis

ETFs
-243
- 9.14%
$90.7 - $101.57 $22K - $24.7K
2.42K $223M
PH
Parker Hannifin Corp

Industrials
-34
- 8.04%
$591.65 - $707.05 $20.1K - $24K
389 $236M
PLTR
Palantir Technologies Inc.

Technology
-4.25K
- 11.37%
$64.98 - $124.62 $276K - $529K
33.1K $2.79B
SHOP
Shopify Inc.

Technology
-50
- 2.16%
$90.59 - $129.31 $4.53K - $6.47K
2.26K $216M
CSM
Proshares Large Cap Core Plus

ETFs
-15
- 0.13%
$63.0 - $69.13 $945 - $1.04K
11.5K $735M
Federated Hermes ETF Trust
-1.57K
- 5.09%
N/A
29.3K $734M
GAIN
Gladstone Investment Corporation\De

Financial Services
-2.35K
- 6.89%
$12.65 - $13.97 $29.7K - $32.8K
31.8K $424M
PPA
Invesco Exchange Traded Fd Tr

ETFs
-284
- 6.19%
$113.59 - $123.29 $32.3K - $35K
4.31K $502M
MPWR
Monolithic Power Systems Inc

Technology
-23
- 2.63%
$565.7 - $720.25 $13K - $16.6K
851 $494M
TXT
Textron Inc

Industrials
-2
- 0.04%
$70.19 - $81.2 $140 - $162
5.48K $396M
ET
Energy Transfer LP

Energy
-600
- 5.63%
$17.26 - $21.08 $10.4K - $12.6K
10.1K $187M
MGC
Vanguard Mega Cap ETF

ETFs
-10
- 0.67%
$199.2 - $222.69 $1.99K - $2.23K
1.47K $296M
RACE
Ferrari N.V.

Consumer Cyclical
-38
- 1.67%
$413.73 - $508.15 $15.7K - $19.3K
2.24K $960M
XAR
Spdr S&P Aerospace & Defense E

ETFs
-6
- 0.42%
$157.71 - $180.77 $946 - $1.08K
1.42K $228M
ZTS
Zoetis Inc.

Healthcare
-8
- 0.58%
$156.48 - $175.67 $1.25K - $1.41K
1.38K $227M
ADP
Automatic Data Processing Inc

Industrials
-15
- 2.12%
$286.85 - $318.64 $4.3K - $4.78K
691 $211M
CSCO
Cisco Systems, Inc.

Technology
-200
- 2.97%
$58.74 - $64.87 $11.7K - $13K
6.53K $403M
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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