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Prosperity Financial Group, Inc.13F | |
| Prosperity Financial Group, Inc. | |
| Last update 2025-05-15 | 166 Stocks (23 new) |
| Value $201.00 Mil | Turnover 20 % |
Prosperity Financial Group, In... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 56,989 | 12,659.0 | -1.22% | 6.300 | -0.09% | 0.000 | +11.30% | -14.06% | 3,206,796.5 | Hardware | |
NVDA | NVIDIA Corp | 70,065 | 7,593.7 | +0.92% | 3.780 | +0.03% | 0.000 | +78.18% | +28.59% | 4,210,755.6 | Semiconductors | |
MSFT | Microsoft Corp | 19,082 | 7,163.2 | -2.31% | 3.570 | -0.10% | 0.000 | +42.64% | +21.78% | 3,800,408.3 | Software | |
QMAR |
FT Vest Nasdaq-100 Buffer ETF - March
FT Vest Nasdaq-100 Buffer ETF - March
| 212,119 | 6,000.9 | +331.85% | 2.990 | +2.30% | 1.490 | +16.50% | +5.11% | 453.6 | ||
PVAL | Putnam Focused Large Cap Value ETF | 150,145 | 5,717.5 | +10.40% | 2.850 | +0.27% | 0.210 | +17.65% | +10.54% | 3,592.1 | ||
ISPY | ProShares S&P 500 High Income ETF | 113,761 | 4,788.2 | +39.35% | 2.380 | +0.67% | 0.590 | +20.60% | +5.15% | 893.7 | ||
PGRO | Putnam Focused Large Cap Growth ETF | 124,132 | 4,296.2 | +6.74% | 2.140 | +0.14% | 6.900 | +30.36% | +8.01% | 76.5 | ||
FRTY | Alger Mid Cap 40 ETF | 267,843 | 4,265.3 | +92.15% | 2.120 | +1.02% | 5.320 | +32.49% | +4.22% | 101.8 | ||
PJFG | PGIM Jennison Focused Growth ETF | 49,900 | 4,242.1 | +191.92% | 2.110 | +1.39% | 3.900 | +28.21% | +9.86% | 135.8 | ||
CIBR |
First Trust NASDAQ CEA Cybersecurity ETF
First Trust NASDAQ CEA Cybersecurity ETF
| 66,201 | 4,170.7 | +5.27% | 2.080 | +0.10% | 0.050 | +23.65% | +17.36% | 10,013.9 |
Prosperity Financial Group, Inc.'s Historical Top Holdings Breakdowns
Prosperity Financial Group, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
QMAR |
FT Vest Nasdaq-100 Buffer ETF - March
FT Vest Nasdaq-100 Buffer ETF - March
| 2025-03-31 | Add Add | +2.30% | 27.95 ($29.76) 30.87 | $31.28 | 5.11% | Add 331.85% | 212,119 | 163,000 | |
QJUN |
FT Vest Nasdaq-100 Buffer ETF - June
FT Vest Nasdaq-100 Buffer ETF - June
| 2025-03-31 | Reduce Reduce | -2.07% | 26.45 ($27.97) 29.15 | $30.02 | 7.32% | Reduce -90.75% | 14,938 | -146,524 | |
LMBS |
First Trust Low Duration Mortgage Opportunities ET
First Trust Low Duration Mortgage Opportunities ET
| 2025-03-31 | Reduce Reduce | -1.70% | 48.37 ($48.86) 49.23 | $49.31 | 0.93% | Reduce -49.88% | 69,331 | -68,986 | |
MFSG | MFS ACTIVE EXCHANG | 2025-03-31 | New Buy New Buy | +1.50% | 22.48 ($24.64) 26.26 | $26.89 | 9.13% | New holding | 133,994 | 133,994 | |
PTRB | PGIM Total Return Bond ETF | 2025-03-31 | New Buy New Buy | +1.43% | 40.5 ($41.34) 42.02 | $41.48 | 0.34% | New holding | 68,682 | 68,682 | |
PJFG | PGIM Jennison Focused Growth ETF | 2025-03-31 | Add Add | +1.39% | 85.01 ($94.28) 100.6 | $104.49 | 10.83% | Add 191.92% | 49,900 | 32,806 | |
GROZ | Zacks Focus Growth ETF | 2025-03-31 | New Buy New Buy | +1.28% | 22.01 ($24.35) 25.93 | $26.98 | 10.80% | New holding | 115,251 | 115,251 | |
AGOX | Adaptive Alpha Opportunities ETF | 2025-03-31 | New Buy New Buy | +1.20% | 24.2 ($27.03) 29.41 | $29.80 | 10.25% | New holding | 98,295 | 98,295 | |
IJH | iShares Core S&P Mid-Cap ETF | 2025-03-31 | Sold Out Sold Out | -1.10% | 57.21 ($62.1) 65.8 | $63.38 | 2.06% | Sold Out | 0 | -34,991 | |
FRTY | Alger Mid Cap 40 ETF | 2025-03-31 | Add Add | +1.02% | 15.58 ($18.4) 20.55 | $19.49 | 5.92% | Add 92.15% | 267,843 | 128,452 |
Prosperity Financial Group, Inc. Total Holding History ($B)
Prosperity Financial Group, Inc.'s Asset Allocation
Prosperity Financial Group, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Prosperity Financial Group, Inc.'s Hypothetical Growth since 2025-03-31
Prosperity Financial Group, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Prosperity Financial Group, Inc.'s Holdings Heat Map
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Prosperity Financial Group, Inc.'s Holdings Bubble Chart
Prosperity Financial Group, Inc. News
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