Top 50 Prosperity Financial Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 6.93% | 73.9K | $18.8M | +18.00%(+11.27K) | $171.19(+74.20%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.27% | 66.3K | $11.6M | +0.82%(+542) | $61.06(+286.09%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.69% | 19.7K | $7.3M | +2.29%(+441) | $287.40(+42.46%) | 2026-03-31 | |
| ISPY | PROSHARES TR | 2.41% | 150.6K | $6.5M | +4.94%(+7.09K) | $44.65(+8.47%) | 2026-03-31 | |
| PVAL | PUTNAM ETF TRUST | 2.3% | 134.1K | $6.2M | -12.29%(-18.79K) | $29.63(+69.42%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.29% | 21.5K | $6.2M | +1.46%(+309) | $116.15(+245.32%) | 2026-03-31 | |
| AIRR | FIRST TR EXCHANGE TRADED FD | 1.87% | 45.6K | $5.1M | -10.83%(-5.54K) | $70.97(+84.71%) | 2026-03-31 | |
| PJFG | PGIM ETF TR | 1.84% | 51.3K | $5.0M | -5.13%(-2.77K) | $91.53(+27.60%) | 2026-03-31 | |
| QCOC | FIRST TR EXCHNG TRADED FD VI | 1.76% | 216.7K | $4.8M | -23.81%(-67.73K) | $25.90(-8.46%) | 2026-03-31 | |
| MISL | FIRST TR EXCHANGE-TRADED FD | 1.74% | 105.4K | $4.7M | -14.71%(-18.18K) | $29.79(+53.87%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.12% | +69.03% |
| Top 20 Holdings Unweighted | +21.31% | +78.50% |
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