Prosperity Financial Group, Inc. has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $235 Billion distributed in 164 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $11.3B, Nvidia Corp with a value of $10.6B, Microsoft Corp with a value of $9.07B, First Tr Ex Tr Viii Ft Cboe Ve with a value of $6.88B, and Putnam ETF Tr Putnam Focused L with a value of $6.54B.
Examining the 13F form we can see an increase of $34.6B in the current position value, from $201B to 235B.
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
$235 Billion
ETFs: $73.1 Billion
Technology: $51.1 Billion
Consumer Cyclical: $12.2 Billion
Financial Services: $9.12 Billion
Communication Services: $8.25 Billion
Industrials: $5.9 Billion
Healthcare: $5.2 Billion
Consumer Defensive: $4.85 Billion
Other: $2.73 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
