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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$313B
$904 Million 0.51% of portfolio
4,580
Q3 2024 Added 1.24%
$0
$896 Million 0.5% of portfolio
32,430
Q3 2024 New
Pgim ETF Tr
-
$890 Million 0.5% of portfolio
-
Q3 2024 New
$223B
$865 Million 0.48% of portfolio
5,271
Q3 2024 Added 56.55%
$0
$845 Million 0.47% of portfolio
36,530
Q3 2024 Added 23.43%
$0
$845 Million 0.47% of portfolio
20,532
Q3 2024 Reduced 53.33%
$90.6B
$826 Million 0.46% of portfolio
1,067
Q3 2024 Reduced 1.66%
$0
$830 Million 0.46% of portfolio
7,348
Q3 2024 Reduced 0.89%
$0
$798 Million 0.45% of portfolio
11,392
Q3 2024 Reduced 19.18%
$620B
$791 Million 0.44% of portfolio
1,719
Q3 2024 Reduced 24.77%
$82.8B
$771 Million 0.43% of portfolio
3,945
Q3 2024 Reduced 5.4%
$0
$761 Million 0.43% of portfolio
11,646
Q3 2024 Added 1.32%
$1.01T
$749 Million 0.42% of portfolio
4,483
Q3 2024 Added 0.22%
$210B
$739 Million 0.41% of portfolio
1,890
Q3 2024 Added 4.83%
$418B
$706 Million 0.4% of portfolio
4,078
Q3 2024 Reduced 1.04%
$68.5B
$711 Million 0.4% of portfolio
3,538
Q3 2024 Added 8.06%
$245B
$713 Million 0.4% of portfolio
8,824
Q3 2024 Reduced 17.53%
$0
$713 Million 0.4% of portfolio
22,130
Q3 2024 Added 13.62%
$0
$686 Million 0.38% of portfolio
1,190
Q3 2024 Added 11.01%
$0
$675 Million 0.38% of portfolio
1,759
Q3 2024 Added 7.0%
$6.24B
$653 Million 0.37% of portfolio
13,578
Q3 2024 Reduced 2.88%
$497B
$653 Million 0.37% of portfolio
1,323
Q3 2024 Added 4.26%
Global X Fds
-
$640 Million 0.36% of portfolio
-
Q3 2024 New
$214B
$582 Million 0.33% of portfolio
651
Q3 2024 Added 5.51%
$95.4B
$580 Million 0.32% of portfolio
6,434
Q3 2024 Reduced 3.48%
$0
$562 Million 0.31% of portfolio
16,570
Q3 2024 New
$0
$554 Million 0.31% of portfolio
23,630
Q3 2024 Added 132.97%
$211B
$557 Million 0.31% of portfolio
5,792
Q3 2024 Added 6.98%
-
$544 Million 0.3% of portfolio
-
Q3 2024 Reduced 64.07%
$0
$528 Million 0.3% of portfolio
36,550
Q3 2024 Added 1.11%
$0
$537 Million 0.3% of portfolio
4,672
Q1 2024 New
$0
$533 Million 0.3% of portfolio
5,158
Q1 2024 Added 0.02%
$318B
$542 Million 0.3% of portfolio
3,681
Q3 2024 Reduced 4.66%
$168B
$541 Million 0.3% of portfolio
1,048
Q3 2024 Added 0.87%
$86.2B
$513 Million 0.29% of portfolio
2,109
Q2 2024 Reduced 9.06%
$0
$503 Million 0.28% of portfolio
30,655
Q3 2024 Reduced 17.94%
$0
$478 Million 0.27% of portfolio
12,737
Q3 2024 Reduced 1.29%
$14.9B
$472 Million 0.26% of portfolio
12,062
Q3 2024 Added 8.9%
$0
$472 Million 0.26% of portfolio
3,707
Q3 2024 Added 32.16%
$194B
$451 Million 0.25% of portfolio
918
Q3 2024 Added 1.21%
$6.22B
$454 Million 0.25% of portfolio
4,137
Q3 2024 Added 12.63%
$96.6B
$454 Million 0.25% of portfolio
873
Q3 2024 Added 13.52%
$31.3B
$429 Million 0.24% of portfolio
2,793
Q3 2024 New
$0
$431 Million 0.24% of portfolio
2,467
Q3 2024 Added 0.57%
$238B
$436 Million 0.24% of portfolio
842
Q3 2024 Added 8.37%
$18.1B
$406 Million 0.23% of portfolio
4,582
Q3 2024 Added 7.89%
$0
$393 Million 0.22% of portfolio
1,389
Q1 2024 Added 0.73%
$251B
$394 Million 0.22% of portfolio
3,466
Q3 2024 Added 2.82%
$135B
$376 Million 0.21% of portfolio
901
Q3 2024 Added 6.75%

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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