Prosperity Financial Group, Inc. Portfolio Holdings

Prosperity Financial Group, Inc.

  • $201 Billion
  • Q1 2025

Prosperity Financial Group, Inc. has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $201 Billion distributed in 166 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $12.7B, Nvidia Corp with a value of $7.59B, Microsoft Corp with a value of $7.16B, First Tr Ex Tr Viii Ft Cboe Ve with a value of $6B, and Putnam ETF Tr Putnam Focused L with a value of $5.72B.

Examining the 13F form we can see an increase of $45.9M in the current position value, from $201B to 201B.

Prosperity Financial Group, Inc. is based out at San Ramon, CA

Below you can find more details about Prosperity Financial Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $201 Billion
ETFs: $66.5 Billion
Technology: $41 Billion
Consumer Cyclical: $10.9 Billion
Financial Services: $7.83 Billion
Communication Services: $6.76 Billion
Healthcare: $5.95 Billion
Consumer Defensive: $5.08 Billion
Industrials: $4.95 Billion
Other: $3.5 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.4T
$12.7 Billion 6.3% of portfolio
56,989
Q1 2025 Reduced 1.22%
$336B
$7.59 Billion 3.78% of portfolio
70,065
Q1 2025 Added 0.92%
$3.38T
$7.16 Billion 3.57% of portfolio
19,082
Q1 2025 Reduced 2.31%
$2.09T
$4.02 Billion 2.0% of portfolio
21,103
Q1 2025 Added 38.77%
-
$3.55 Billion 1.77% of portfolio
-
Q1 2025 Added 6.61%
-
$3.09 Billion 1.54% of portfolio
-
Q1 2025 Added 27.36%
$447B
$3.09 Billion 1.54% of portfolio
3,271
Q1 2025 Added 0.34%
$957B
$2.96 Billion 1.47% of portfolio
19,161
Q1 2025 Reduced 0.96%
$52.1B
$2.83 Billion 1.41% of portfolio
43,473
Q1 2025 Reduced 0.06%
$252B
$2.79 Billion 1.39% of portfolio
33,093
Q1 2025 Reduced 11.37%
$1.25T
$2.08 Billion 1.04% of portfolio
3,615
Q1 2025 Added 0.5%
$592B
$1.91 Billion 0.95% of portfolio
5,461
Q1 2025 Added 3.25%
$94.2B
$1.9 Billion 0.94% of portfolio
11,330
Q1 2025 Added 1.08%
$697B
$1.68 Billion 0.84% of portfolio
2,034
Q4 2024 Added 7.62%
$1.08T
$1.63 Billion 0.81% of portfolio
6,286
Q1 2025 Reduced 0.27%
$785B
$1.63 Billion 0.81% of portfolio
6,660
Q1 2025 Added 7.56%
-
$1.55 Billion 0.77% of portfolio
-
Q1 2025 Reduced 20.45%
$113B
$1.43 Billion 0.71% of portfolio
5,855
Q1 2025 Added 1.7%
$63.8B
$1.42 Billion 0.71% of portfolio
6,904
Q1 2025 Added 0.58%
$179B
$1.36 Billion 0.68% of portfolio
18,715
Q1 2025 New
$257B
$1.01 Billion 0.5% of portfolio
1,920
Q1 2025 Added 0.63%
$90.4B
$960 Million 0.48% of portfolio
2,243
Q1 2025 Reduced 1.67%
$321B
$971 Million 0.48% of portfolio
4,635
Q1 2025 Added 0.59%
$694B
$948 Million 0.47% of portfolio
1,780
Q1 2025 Added 1.19%
$391B
$915 Million 0.46% of portfolio
5,519
Q1 2025 Added 15.05%
$77.4B
$906 Million 0.45% of portfolio
3,742
Q1 2025 Reduced 3.76%
$186B
$847 Million 0.42% of portfolio
8,244
Q1 2025 Reduced 1.25%
$204B
$823 Million 0.41% of portfolio
2,637
Q1 2025 Reduced 1.75%
$555B
$810 Million 0.4% of portfolio
1,478
Q1 2025 Reduced 0.34%
$1.01T
$775 Million 0.39% of portfolio
4,958
Q1 2025 Added 1.52%
$262B
$738 Million 0.37% of portfolio
8,403
Q1 2025 Reduced 4.42%
$385B
$723 Million 0.36% of portfolio
4,244
Q1 2025 Added 1.41%
$114B
$726 Million 0.36% of portfolio
1,068
Q1 2025 Added 1.04%
$185B
$701 Million 0.35% of portfolio
2,127
Q1 2025 Reduced 1.02%
$5.2B
$667 Million 0.33% of portfolio
17,397
Q1 2025 Reduced 0.46%
$169B
$667 Million 0.33% of portfolio
1,313
Q1 2025 Added 1.86%
$278B
$652 Million 0.32% of portfolio
3,898
Q1 2025 Reduced 0.26%
$130B
$650 Million 0.32% of portfolio
2,392
Q1 2025 Reduced 37.59%
$209B
$619 Million 0.31% of portfolio
777
Q1 2025 Reduced 2.88%
$239B
$604 Million 0.3% of portfolio
2,431
Q1 2025 Added 60.99%
$14.6B
$604 Million 0.3% of portfolio
18,217
Q1 2025 New
$95.1B
$596 Million 0.3% of portfolio
6,485
Q1 2025 Added 0.32%
$198B
$596 Million 0.3% of portfolio
1,204
Q1 2025 Added 2.64%
$38.7B
$579 Million 0.29% of portfolio
2,794
Q1 2025 Added 0.04%
$48.7B
$516 Million 0.26% of portfolio
2,030
Q1 2025 New
$156B
$508 Million 0.25% of portfolio
1,083
Q1 2025 Added 6.18%
$33.3B
$494 Million 0.25% of portfolio
851
Q1 2025 Reduced 2.63%
$13.5B
$419 Million 0.21% of portfolio
14,136
Q1 2025 Reduced 0.79%
$0
$424 Million 0.21% of portfolio
31,750
Q1 2025 Reduced 6.89%

Summary

  • Portfolio
  • No. of Stocks 166
  • Current Value $201 Billion
  • Prior Value $201 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 22 stocks
  • Additional Purchases 78 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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