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Prosperity Financial Group, Inc. Top Holdings and 13F Report (2026)

About Prosperity Financial Group, Inc.

Investment Activity

  • Prosperity Financial Group, Inc. has $270.78 million in total holdings as of March 31, 2026.
  • Prosperity Financial Group, Inc. owns shares of 186 different stocks, but just 74 companies or ETFs make up 80% of its holdings.
  • Approximately 9.68% of the portfolio was purchased this quarter.
  • About 10.64% of the portfolio was sold this quarter.
  • This quarter, Prosperity Financial Group, Inc. has purchased 180 new stocks and bought additional shares in 92 stocks.
  • Prosperity Financial Group, Inc. sold shares of 61 stocks and completely divested from 15 stocks this quarter.

Largest Holdings

Apple
$18,754,788
NVIDIA
$11,558,008
Microsoft
$7,286,400
PROSHARES TR
$6,526,687

Largest New Holdings this Quarter

025072877 - Avantis U.S. Small Cap Value ETF
$1,256,988 Holding
872540109 - TJX Companies
$1,256,746 Holding
900934845 - 2023 ETF SERIES TRUST
$1,178,536 Holding
773903109 - Rockwell Automation
$1,019,227 Holding
31423L883 - FEDERATED HERMES ETF TRUST
$417,488 Holding

Largest Purchases this Quarter

Apple
11,274 shares (about $2.86M)
AbbVie
7,094 shares (about $1.54M)
Avantis U.S. Small Cap Value ETF
11,379 shares (about $1.26M)
TJX Companies
7,869 shares (about $1.26M)

Largest Sales this Quarter

SANDISK CORP
16,660 shares (about $10.58M)
Putnam Focused Large Cap Growth ETF
42,153 shares (about $1.70M)
Broadcom
4,814 shares (about $1.49M)
FIRST TR EXCHNG TRADED FD VI
67,728 shares (about $1.49M)
First Trust Nasdaq Cybersecurity ETF
22,784 shares (about $1.43M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofProsperity Financial Group, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$18,754,788$2,861,222 â–²18.0%73,8996.9%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$11,558,008$94,525 â–²0.8%66,2734.3%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$7,286,400$163,244 â–²2.3%19,6842.7%Computer and Technology
PROSHARES TR
$6,526,687$307,178 â–²4.9%150,5582.4%S&P 500 HIGH INC
Putnam Focused Large Cap Value ETF stock logo
PVAL
Putnam Focused Large Cap Value ETF
$6,224,138$871,763 â–¼-12.3%134,1412.3%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$6,191,708$88,856 â–²1.5%21,5322.3%Computer and Technology
First Trust RBA American Industrial Renaissance ETF stock logo
AIRR
First Trust RBA American Industrial Renaissance ETF
$5,056,864$614,051 â–¼-10.8%45,6481.9%Manufacturing
PGIM Jennison Focused Growth ETF stock logo
PJFG
PGIM Jennison Focused Growth ETF
$4,991,407$269,645 â–¼-5.1%51,2571.8%ETF
FIRST TR EXCHNG TRADED FD VI
$4,764,683$1,489,346 â–¼-23.8%216,6741.8%FT VEST NASD 100
MISL
First Trust Indxx Aerospace & Defense ETF
$4,712,841$813,052 â–¼-14.7%105,4091.7%ETF
HFXI
NYLI FTSE International Equity Currency Neutral ETF
$4,703,477$1,398,907 â–²42.3%140,0681.7%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$4,465,517$7,914 â–¼-0.2%21,4411.6%Retail/Wholesale
PGIM Total Return Bond ETF stock logo
PTRB
PGIM Total Return Bond ETF
$4,455,528$217,222 â–²5.1%107,3361.6%ETF
Avantis U.S. Large Cap Value ETF stock logo
AVLV
Avantis U.S. Large Cap Value ETF
$4,409,706$444,485 â–¼-9.2%54,7041.6%ETF
MFS ACTIVE EXCHANGE TRADED F
$4,349,077$189,289 â–¼-4.2%169,9521.6%GROWTH ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$4,045,382$909,564 â–²29.0%13,7521.5%Finance
FT Vest Rising Dividend Achievers Target Income ETF stock logo
RDVI
FT Vest Rising Dividend Achievers Target Income ETF
$3,997,432$111,347 â–²2.9%156,4551.5%ETF
UTES
Virtus Reaves Utilities ETF
$3,619,390$812,503 â–²28.9%45,2991.3%ETF
PGRO
Putnam Focused Large Cap Growth ETF
$3,609,958$1,698,351 â–¼-32.0%89,5991.3%ETF
PALANTIR TECHNOLOGIES INC
$3,580,203$1,463 â–¼0.0%24,4751.3%CL A
FIRST TR EXCHANGE-TRADED FD
$3,548,880$199,853 â–²6.0%181,2501.3%VEST INVESTMENT
ZACKS TRUST
$3,525,047$136,759 â–¼-3.7%127,8731.3%FOCUS GROWTH ETF
Tesla, Inc. stock logo
TSLA
Tesla
$3,442,219$136,797 â–¼-3.8%9,2601.3%Auto/Tires/Trucks
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$3,331,797$39,854 â–¼-1.2%3,3441.2%Retail/Wholesale
AGOX
Adaptive Alpha Opportunities ETF
$3,093,617$133 â–¼0.0%116,2141.1%ETF
First Trust NASDAQ Technology Dividend Index Fund stock logo
TDIV
First Trust NASDAQ Technology Dividend Index Fund
$3,023,896$312,168 â–¼-9.4%32,2861.1%Manufacturing
CAPITAL GROUP INTERNATIONAL
$2,940,168$1,235,731 â–²72.5%88,8001.1%SHS
DBX ETF TR
$2,848,014$20,598 â–¼-0.7%80,3331.1%XTRACKERS US NAT
Global X U.S. Infrastructure Development ETF stock logo
PAVE
Global X U.S. Infrastructure Development ETF
$2,807,752$313,548 â–¼-10.0%55,2601.0%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$2,807,169$1,489,935 â–¼-34.7%9,0701.0%Computer and Technology
GOLDMAN SACHS ETF TR
$2,744,754$5,605 â–¼-0.2%54,8511.0%S&P 500 PREMIUM
Meta Platforms, Inc. stock logo
META
Meta Platforms
$2,684,909$71,514 â–²2.7%4,6931.0%Computer and Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$2,511,121$1,542,863 â–²159.3%11,5460.9%Medical
GLOBAL X FDS
$2,363,010$693,736 â–²41.6%33,3570.9%DEFENSE TECH ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$2,199,060$417,991 â–²23.5%3,1040.8%Industrials
GRAYSCALE BITCOIN TRUST ETF
$2,042,445$18,097 â–¼-0.9%38,7120.8%SHS REP COM UT
Columbia Research Enhanced Core ETF stock logo
RECS
Columbia Research Enhanced Core ETF
$1,971,063$330,940 â–²20.2%50,5660.7%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$1,968,389$39,059 â–²2.0%9,6760.7%Computer and Technology
ZACKS TRUST
$1,899,417$74,992 â–¼-3.8%51,2390.7%SMALL/MID CAP
FIRST TR EXCHNG TRADED FD VI
$1,871,974$139,730 â–²8.1%71,2590.7%FT VEST LAD
SANDISK CORP
$1,836,768$10,584,765 â–¼-85.2%2,8910.7%COM
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,759,403$53,985 â–¼-3.0%2,7050.6%Finance
QGRO
American Century U.S. Quality Growth ETF
$1,710,920$121,938 â–¼-6.7%16,2900.6%ETF
VPN
Global X Data Center & Digital Infrastructure ETF
$1,683,262$305,682 â–¼-15.4%70,2530.6%Manufacturing
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$1,612,774$59,854 â–²3.9%21,0710.6%ETF
MFS ACTIVE EXCHANGE TRADED F
$1,539,835$3,475 â–²0.2%57,6070.6%VALUE ETF
First Trust Capital Strength ETF stock logo
FTCS
First Trust Capital Strength ETF
$1,516,683$29,311 â–¼-1.9%16,3510.6%ETF
American Century Focused Dynamic Growth ETF stock logo
FDG
American Century Focused Dynamic Growth ETF
$1,507,969$146,782 â–¼-8.9%13,2220.6%ETF
Visa Inc. stock logo
V
Visa
$1,471,951$28,411 â–²2.0%4,8700.5%Business Services
KLA Corporation stock logo
KLAC
KLA
$1,440,025$29,448 â–¼-2.0%9780.5%Computer and Technology
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock logo
GRID
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
$1,439,896$373,470 â–²35.0%8,8020.5%ETF
Quanta Services, Inc. stock logo
PWR
Quanta Services
$1,437,334$29,647 â–²2.1%2,6180.5%Construction
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,426,790$56,115 â–²4.1%1,5510.5%Medical
Eaton Corporation, PLC stock logo
ETN
Eaton
$1,420,308$102,651 â–²7.8%3,9710.5%Industrials
ESGY
American Century Sustainable Growth ETF
$1,401,266$359,377 â–¼-20.4%23,5860.5%ETF
FIRST TR EXCHANGE-TRADED FD
$1,386,079$406,298 â–²41.5%67,1550.5%STRUCTURED CR IN
CAPITAL GRP FIXED INCM ETF T
$1,371,271$249,444 â–²22.2%52,2190.5%CORE BOND ETF
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$1,327,612$11,940 â–¼-0.9%18,4570.5%Computer and Technology
Republic Services, Inc. stock logo
RSG
Republic Services
$1,322,715$489,091 â–²58.7%6,0390.5%Business Services
LAM RESEARCH CORP
$1,294,780$56,834 â–²4.6%6,0600.5%COM NEW
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$1,287,084$621,414 â–²93.4%2,7920.5%Medical
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF stock logo
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
$1,268,818$151,908 â–¼-10.7%10,1400.5%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$1,257,308$20,062 â–²1.6%3,8230.5%Retail/Wholesale
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$1,256,988$1,256,988 â–²New Holding11,3790.5%ETF
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$1,256,746$1,256,746 â–²New Holding7,8690.5%Retail/Wholesale
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,252,629$479 â–¼0.0%2,6140.5%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,225,975$12,468 â–¼-1.0%5,0150.5%Medical
VIKING HOLDINGS LTD
$1,178,766$32,552 â–²2.8%16,0420.4%ORD SHS
2023 ETF SERIES TRUST
$1,178,536$1,178,536 â–²New Holding46,9600.4%TRANSAMERICA LAR
Goldman Sachs Physical Gold ETF stock logo
AAAU
Goldman Sachs Physical Gold ETF
$1,135,766$352,938 â–²45.1%24,5890.4%Finance
Monolithic Power Systems, Inc. stock logo
MPWR
Monolithic Power Systems
$1,131,617$4,373 â–¼-0.4%1,0350.4%Computer and Technology
ESGB
NYLI MacKay ESG Core Plus Bond ETF
$1,114,667$183,470 â–²19.7%53,1300.4%ETF
First Trust Nasdaq Cybersecurity ETF stock logo
CIBR
First Trust Nasdaq Cybersecurity ETF
$1,111,039$1,428,067 â–¼-56.2%17,7260.4%Manufacturing
Pacer US Large Cap Cash Cows Growth Leaders ETF stock logo
COWG
Pacer US Large Cap Cash Cows Growth Leaders ETF
$1,110,044$84,280 â–¼-7.1%32,9010.4%ETF
Salesforce Inc. stock logo
CRM
Salesforce
$1,063,572$220,442 â–¼-17.2%5,6980.4%Computer and Technology
AFMC
First Trust Active Factor Mid Cap ETF
$1,046,459$9,089 â–²0.9%29,4730.4%ETF
Royal Caribbean Cruises Ltd. stock logo
RCL
Royal Caribbean Cruises
$1,021,468$34,397 â–²3.5%3,7120.4%Consumer Discretionary
Rockwell Automation, Inc. stock logo
ROK
Rockwell Automation
$1,019,227$1,019,227 â–²New Holding2,8400.4%Computer and Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,017,815$107,138 â–²11.8%3,1730.4%ETF
FEDERATED HERMES ETF TRUST
$996,174$14,428 â–²1.5%31,6220.4%MDT LARGE CAP
FEDERATED HERMES ETF TRUST
$962,928$48,027 â–²5.2%38,2950.4%HERMES TOTAL RET
WisdomTree PutWrite Strategy Fund stock logo
PUTW
WisdomTree PutWrite Strategy Fund
$958,921$161,846 â–²20.3%30,0510.4%Finance
WALMART INC
$952,837$83,887 â–²9.7%7,6670.4%COM
NEW YORK LIFE INVTS ACTIVE E
$939,318$323,794 â–²52.6%36,6190.3%NYLI MACKAY SECU
Alphabet Inc. stock logo
GOOG
Alphabet
$927,855$8,605 â–²0.9%3,2350.3%Computer and Technology
Ferrari N.V. stock logo
RACE
Ferrari
$918,215$23,692 â–²2.6%2,7130.3%Auto/Tires/Trucks
J P MORGAN EXCHANGE TRADED F
$905,016$18,814 â–¼-2.0%12,6030.3%EQUITY FOCUS ETF
GOLDMAN SACHS ETF TR
$899,122$54,537 â–²6.5%18,1680.3%NASDAQ-100 PREMI
Zscaler, Inc. stock logo
ZS
Zscaler
$879,338$30,303 â–¼-3.3%6,2680.3%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$863,483$26,984 â–¼-3.0%1,7280.3%Business Services
Chevron Corporation stock logo
CVX
Chevron
$859,765$26,693 â–²3.2%4,1550.3%Energy
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$844,229$8,606 â–²1.0%1,9620.3%Finance
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$809,867$77,721 â–¼-8.8%1,2400.3%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$780,544$2,621 â–²0.3%1,7870.3%ETF
First Trust SMID Cap Rising Dividend Achievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$761,282$135,088 â–²21.6%19,3070.3%ETF
Deere & Company stock logo
DE
Deere & Company
$755,712$35,477 â–²4.9%1,3420.3%Industrials
Invesco Aerospace & Defense ETF stock logo
PPA
Invesco Aerospace & Defense ETF
$750,734$41,422 â–²5.8%4,5310.3%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$748,154$15,360 â–¼-2.0%13,2000.3%ETF
ProShares Large Cap Core Plus stock logo
CSM
ProShares Large Cap Core Plus
$739,222$1,496 â–²0.2%9,8800.3%ETF
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$736,469$502,063 â–²214.2%10,7860.3%Manufacturing

Showing largest 100 holdings. View all holdings.
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