Prosperity Financial Group, Inc. Portfolio Holdings
Prosperity Financial Group, Inc.
- $273 Billion
- Q3 2025
Prosperity Financial Group, Inc. has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $273 Billion distributed in 185 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $14.3B, Nvidia Corp with a value of $12.6B, Microsoft Corp with a value of $9.71B, Putnam ETF Tr Putnam Focused L with a value of $7.24B, and First Tr Ex Tr Viii Ft Cboe Ve with a value of $6.7B.
Examining the 13F form we can see an increase of $38B in the current position value, from $235B to 273B.
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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 185
- Current Value $273 Billion
- Prior Value $235 Billion
- Filing
- Period Q3 2025
- Filing Date November 14, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 19 stocks
- Additional Purchases 104 stocks
- Sold out of 0 stocks
- Reduced holdings in 42 stocks