Prosperity Financial Group, Inc. Portfolio Holdings

Prosperity Financial Group, Inc.

  • $179 Billion
  • Q3 2024

Prosperity Financial Group, Inc. has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $179 Billion distributed in 157 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $13.6B, Microsoft Corp with a value of $8.3B, Nvidia Corp with a value of $8B, First Tr ETF Fd Iv First Tr Lo with a value of $5.14B, and Putnam ETF Tr Putnam Focused L with a value of $5.08B.

Examining the 13F form we can see an increase of $20.1B in the current position value, from $158B to 179B.

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 $179 Billion
ETFs: $61.4 Billion
Technology: $40 Billion
Consumer Cyclical: $8.2 Billion
Healthcare: $7.4 Billion
Communication Services: $6.69 Billion
Financial Services: $6.58 Billion
Industrials: $4.96 Billion
Consumer Defensive: $4.67 Billion
Other: $2.61 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$525M
$106 Million 0.06% of portfolio
11,385
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 157
  • Current Value $179 Billion
  • Prior Value $158 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 19 stocks
  • Additional Purchases 70 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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