Prosperity Financial Group, Inc. Portfolio Holdings

Prosperity Financial Group, Inc.

  • $235 Billion
  • Q2 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.36 Billion 0.58% of portfolio
12,414
Q2 2025 Added 8.15%
First Tr Exchng Traded Fd Vi
-
$1.37 Billion 0.58% of portfolio
-
Q2 2025 New
$0
$1.33 Billion 0.56% of portfolio
10,935
Q2 2025 Added 1.94%
$0
$1.32 Billion 0.56% of portfolio
70,857
Q2 2025 Added 2.79%
$0
$1.3 Billion 0.55% of portfolio
17,851
Q2 2025 Added 8.81%
$101B
$1.28 Billion 0.54% of portfolio
5,869
Q2 2025 Added 0.24%
$73.8B
$1.21 Billion 0.51% of portfolio
4,913
Q2 2025 Added 31.29%
$282B
$1.15 Billion 0.49% of portfolio
8,097
Q2 2025 Reduced 1.78%
$81.5B
$1.12 Billion 0.48% of portfolio
2,289
Q2 2025 Added 2.05%
Pgim ETF Tr
-
$1.02 Billion 0.43% of portfolio
-
Q2 2025 New
$145B
$991 Million 0.42% of portfolio
2,776
Q2 2025 Added 16.05%
$133B
$964 Million 0.41% of portfolio
1,076
Q2 2025 Added 0.75%
$548B
$974 Million 0.41% of portfolio
1,734
Q2 2025 Added 17.32%
$0
$922 Million 0.39% of portfolio
12,306
Q2 2025 Added 23.92%
Federated Hermes ETF Trust
-
$920 Million 0.39% of portfolio
-
Q2 2025 Reduced 1.23%
$621B
$888 Million 0.38% of portfolio
1,829
Q2 2025 Added 2.75%
Grayscale Ethereum Trust ETF
-
$882 Million 0.37% of portfolio
-
Q2 2025 Reduced 0.7%
$0
$867 Million 0.37% of portfolio
27,000
Q2 2025 Added 6.81%
Goldman Sachs ETF Tr
-
$848 Million 0.36% of portfolio
-
Q2 2025 Added 8.13%
$351B
$839 Million 0.36% of portfolio
4,520
Q2 2025 Reduced 2.48%
$56B
$814 Million 0.35% of portfolio
2,152
Q2 2025 Added 6.01%
$14.2B
$815 Million 0.35% of portfolio
18,401
Q2 2025 Added 1.01%
$172B
$799 Million 0.34% of portfolio
777
Q1 2025 Reduced 2.88%
$452B
$798 Million 0.34% of portfolio
5,223
Q2 2025 Reduced 5.36%
J P Morgan Exchange Traded F
-
$796 Million 0.34% of portfolio
-
Q2 2025 Added 4.69%
$218B
$798 Million 0.34% of portfolio
2,056
Q2 2025 Reduced 3.34%
Federated Hermes ETF Trust
-
$787 Million 0.33% of portfolio
-
Q2 2025 Added 6.97%
Sandisk Corp
-
$769 Million 0.33% of portfolio
-
Q2 2025 New
$1.24T
$788 Million 0.33% of portfolio
4,439
Q2 2025 Reduced 10.47%
$0
$757 Million 0.32% of portfolio
5,445
Q2 2025 Added 7.59%
$0
$765 Million 0.32% of portfolio
10,856
Q2 2025 Reduced 5.89%
$281B
$699 Million 0.3% of portfolio
7,152
Q2 2025 Reduced 14.89%
$245B
$709 Million 0.3% of portfolio
2,272
Q2 2025 Added 18.33%
$0
$704 Million 0.3% of portfolio
1,605
Q2 2025 Reduced 10.03%
$182B
$694 Million 0.29% of portfolio
1,316
Q2 2025 Added 0.23%
$3.62B
$686 Million 0.29% of portfolio
17,240
Q2 2025 Reduced 0.9%
$38.7B
$679 Million 0.29% of portfolio
2,796
Q2 2025 Added 0.07%
$169B
$676 Million 0.29% of portfolio
1,244
Q2 2025 Added 3.32%
$210B
$679 Million 0.29% of portfolio
2,303
Q2 2025 Reduced 5.27%
$106B
$657 Million 0.28% of portfolio
2,154
Q2 2025 Reduced 0.19%
$0
$634 Million 0.27% of portfolio
38,177
Q2 2025 Added 0.78%
$39.5B
$643 Million 0.27% of portfolio
879
Q2 2025 Added 3.29%
$0
$625 Million 0.27% of portfolio
29,337
Q2 2025 Added 82.03%
$150B
$624 Million 0.27% of portfolio
2,089
Q2 2025 Reduced 20.78%
$368B
$618 Million 0.26% of portfolio
3,880
Q2 2025 Reduced 8.58%
$0
$606 Million 0.26% of portfolio
4,280
Q2 2025 Reduced 0.58%
$0
$596 Million 0.25% of portfolio
16,883
Q2 2025 Added 10.49%
$302B
$556 Million 0.24% of portfolio
3,882
Q2 2025 Reduced 0.41%
$0
$560 Million 0.24% of portfolio
5,160
Q2 2025 Added 0.04%

Summary

  • Portfolio
  • No. of Stocks 164
  • Current Value $235 Billion
  • Prior Value $201 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 30, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 18 stocks
  • Additional Purchases 87 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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