Prosperity Financial Group, Inc. Reduced Holdings in Q2 2025

Prosperity Financial Group, Inc.

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

Technology
-2.01K
- 3.53%
$172.42 - $223.89 $347K - $450K
55K $11.3B
FRTY
Alger ETF Tr Mid Cap 40 ETF

ETFs
-81.3K
- 30.35%
$14.19 - $19.22 $1.15M - $1.56M
187K $3.58B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-16.2K
- 24.5%
$57.46 - $75.58 $932K - $1.23M
50K $3.78B
ACN
Accenture PLC

Technology
-548
- 20.78%
$279.23 - $323.21 $153K - $177K
2.09K $624M
ABBV
Abb Vie Inc.

Healthcare
-115
- 2.48%
$170.16 - $206.27 $19.6K - $23.7K
4.52K $839M
JNJ
Johnson & Johnson

Healthcare
-296
- 5.36%
$146.36 - $159.82 $43.3K - $47.3K
5.22K $798M
HD
Home Depot, Inc.

Consumer Cyclical
-315
- 7.14%
$335.24 - $380.78 $106K - $120K
4.09K $1.5B
SO
Southern CO

Utilities
-1.24K
- 19.12%
$84.91 - $92.56 $105K - $115K
5.25K $482M
XLE
Energy Sector Spdr

ETFs
-885
- 21.01%
$76.44 - $94.13 $67.6K - $83.3K
3.33K $282M
PG
Procter & Gamble CO

Consumer Defensive
-364
- 8.58%
$157.66 - $172.39 $57.4K - $62.7K
3.88K $618M
GAIN
Gladstone Investment Corporation\De

Financial Services
-7.05K
- 22.2%
$11.77 - $15.26 $83K - $108K
24.7K $352M
XOM
Exxon Mobil Corp

Energy
-196
- 8.7%
$99.93 - $119.04 $19.6K - $23.3K
2.06K $222M
WMT
Walmart Inc.

Consumer Defensive
-1.25K
- 14.89%
$81.79 - $99.98 $102K - $125K
7.15K $699M
CMS
Cms Energy Corp

Utilities
-159
- 5.1%
$68.57 - $75.51 $10.9K - $12K
2.96K $205M
KO
Coca Cola CO

Consumer Defensive
-354
- 8.5%
$68.37 - $73.9 $24.2K - $26.2K
3.81K $269M
HTCR
Heart Core Enterprises, Inc.

Technology
-25K
- 53.76%
$0.49 - $0.77 $12.3K - $19.3K
21.5K $10.5M
EMLP
First Tr Exchange Traded Iv

ETFs
-401
- 3.86%
$33.62 - $37.89 $13.5K - $15.2K
9.98K $374M
ABT
Abbott Laboratories

Healthcare
-109
- 4.97%
$123.95 - $138.08 $13.5K - $15.1K
2.09K $284M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-947
- 10.2%
$32.66 - $40.75 $30.9K - $38.6K
8.34K $338M
VTV
Vanguard Value ETF

ETFs
-38
- 1.49%
$153.67 - $176.74 $5.84K - $6.72K
2.5K $443M
LMT
Lockheed Martin Corp

Industrials
-9
- 1.88%
$430.82 - $486.45 $3.88K - $4.38K
470 $218M
PH
Parker Hannifin Corp

Industrials
-45
- 11.57%
$517.23 - $700.54 $23.3K - $31.5K
344 $240M
IWM
Ishares Russell 2000 ETF

ETFs
-40
- 3.5%
$174.82 - $215.79 $6.99K - $8.63K
1.1K $238M
GOOG
Alphabet Inc.

Communication Services
-519
- 10.47%
$146.58 - $180.01 $76.1K - $93.4K
4.44K $788M
First Tr Exchng Traded Fd Vi
-5
- 0.07%
N/A
7.56K $284M
IOT
Samsara Inc.

Technology
-157
- 0.9%
$33.46 - $47.74 $5.25K - $7.5K
17.2K $686M
CSCO
Cisco Systems, Inc.

Technology
-368
- 5.64%
$53.19 - $69.38 $19.6K - $25.5K
6.16K $427M
CSM
Proshares Large Cap Core Plus

ETFs
-679
- 5.89%
$56.33 - $70.47 $38.2K - $47.8K
10.9K $765M
TDG
Trans Digm Group Inc

Industrials
-3
- 1.06%
$1231.75 - $1520.64 $3.7K - $4.56K
280 $426M
GLD
Spdr Gold Trust

ETFs
-4
- 0.19%
$273.71 - $316.29 $1.09K - $1.27K
2.15K $657M
MLM
Martin Marietta Materials Inc

Basic Materials
-8
- 1.4%
$452.51 - $568.19 $3.62K - $4.55K
564 $310M
DE
Deere & CO

Industrials
-9
- 0.83%
$412.99 - $531.48 $3.72K - $4.78K
1.07K $546M
SHOP
Shopify Inc.

Technology
-59
- 2.61%
$76.89 - $115.35 $4.54K - $6.81K
2.2K $254M
VUG
Vanguard Growth ETF

ETFs
-179
- 10.03%
$329.49 - $438.4 $59K - $78.5K
1.61K $704M
Federated Hermes ETF Trust
-389
- 1.23%
N/A
31.2K $920M
QJUN
First Tr ETF
-8
- 0.05%
$24.35 - $29.57 $195 - $237
14.9K $441M
XAR
Spdr S&P Aerospace & Defense E

ETFs
-100
- 7.04%
$144.94 - $210.94 $14.5K - $21.1K
1.32K $278M
IBM
International Business Machines Corp

Technology
-128
- 5.27%
$221.03 - $294.78 $28.3K - $37.7K
2.3K $679M
CAT
Caterpillar Inc

Industrials
-71
- 3.34%
$273.94 - $388.21 $19.4K - $27.6K
2.06K $798M
SPY
Spdr S&P 500 ETF Trust

ETFs
-113
- 3.8%
$496.48 - $617.85 $56.1K - $69.8K
2.86K $1.77B
PPA
Invesco Exchange Traded Fd Tr

ETFs
-25
- 0.58%
$105.2 - $141.69 $2.63K - $3.54K
4.28K $606M
NFLX
Netflix Inc

Communication Services
-35
- 9.14%
$855.86 - $1339.13 $30K - $46.9K
348 $466M
Zacks Trust
-484
- 0.9%
N/A
53.4K $1.81B
Grayscale Ethereum Trust ETF
-300
- 0.7%
N/A
42.3K $882M
AMD
Advanced Micro Devices Inc

Technology
-147
- 1.78%
$78.21 - $143.81 $11.5K - $21.1K
8.1K $1.15B
GOOGL
Alphabet Inc.

Communication Services
-446
- 2.33%
$144.7 - $178.6 $64.5K - $79.7K
18.7K $3.3B
UBER
Uber Technologies, Inc

Technology
-229
- 1.22%
$64.62 - $93.3 $14.8K - $21.4K
18.5K $1.72B
PLTR
Palantir Technologies Inc.

Technology
-1.03K
- 3.12%
$74.01 - $144.25 $76.4K - $149K
32.1K $4.37B
MSFT
Microsoft Corp

Technology
-845
- 4.43%
$354.56 - $497.45 $300K - $420K
18.2K $9.07B
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
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