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Prosperity Financial Group, Inc.

Portfolio Manager
Prosperity Financial Group, Inc.
Performance
+2.24% (2025 Q4)
AUM (13F)
$270.78M
# of Holdings
186
Performance Rank
Allocation (Top 20)
43.34%

Prosperity Financial Group, Inc. Holdings Map

Top 50 Prosperity Financial Group, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
6.93%73.9K$18.8M
+18.00%(+11.27K)
2025-Q1: 57.0K shares2025-Q2: 55.0K shares2025-Q3: 56.0K shares2025-Q4: 62.6K shares2026-Q1: 73.9K shares
$171.19(+74.20%)
2026-03-31
NVDA
NVIDIA CORPORATION
4.27%66.3K$11.6M
+0.82%(+542)
2025-Q1: 70.1K shares2025-Q2: 67.1K shares2025-Q3: 67.3K shares2025-Q4: 65.7K shares2026-Q1: 66.3K shares
$61.06(+286.09%)
2026-03-31
MSFT
MICROSOFT CORP
2.69%19.7K$7.3M
+2.29%(+441)
2025-Q1: 19.1K shares2025-Q2: 18.2K shares2025-Q3: 18.7K shares2025-Q4: 19.2K shares2026-Q1: 19.7K shares
$287.40(+42.46%)
2026-03-31
ISPY
PROSHARES TR
2.41%150.6K$6.5M
+4.94%(+7.09K)
2025-Q1: 113.8K shares2025-Q2: 118.5K shares2025-Q3: 112.3K shares2025-Q4: 143.5K shares2026-Q1: 150.6K shares
$44.65(+8.47%)
2026-03-31
PVAL
PUTNAM ETF TRUST
2.3%134.1K$6.2M
-12.29%(-18.79K)
2025-Q1: 150.1K shares2025-Q2: 162.5K shares2025-Q3: 169.5K shares2025-Q4: 152.9K shares2026-Q1: 134.1K shares
$29.63(+69.42%)
2026-03-31
GOOGL
ALPHABET INC
2.29%21.5K$6.2M
+1.46%(+309)
2025-Q1: 19.2K shares2025-Q2: 18.7K shares2025-Q3: 19.4K shares2025-Q4: 21.2K shares2026-Q1: 21.5K shares
$116.15(+245.32%)
2026-03-31
AIRR
FIRST TR EXCHANGE TRADED FD
1.87%45.6K$5.1M
-10.83%(-5.54K)
2025-Q1: 47.5K shares2025-Q2: 50.0K shares2025-Q3: 49.7K shares2025-Q4: 51.2K shares2026-Q1: 45.6K shares
$70.97(+84.71%)
2026-03-31
PJFG
PGIM ETF TR
1.84%51.3K$5.0M
-5.13%(-2.77K)
2025-Q1: 49.9K shares2025-Q2: 50.7K shares2025-Q3: 52.2K shares2025-Q4: 54.0K shares2026-Q1: 51.3K shares
$91.53(+27.60%)
2026-03-31
QCOC
FIRST TR EXCHNG TRADED FD VI
1.76%216.7K$4.8M
-23.81%(-67.73K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 284.4K shares2026-Q1: 216.7K shares
$25.90(-8.46%)
2026-03-31
MISL
FIRST TR EXCHANGE-TRADED FD
1.74%105.4K$4.7M
-14.71%(-18.18K)
2025-Q1: 117.3K shares2025-Q2: 118.3K shares2025-Q3: 119.7K shares2025-Q4: 123.6K shares2026-Q1: 105.4K shares
$29.79(+53.87%)
2026-03-31

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