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CIK: 0001991334
Total reported value
$322.6M
$322.6M
177 檔
15.7%
The Q3 2025 SEC filing reveals that Prosperity Financial Group, Inc. held a total portfolio value of $322.6M, covering 177 public equity positions.
In Q3 2025, Prosperity Financial Group, Inc. displayed an active expansion posture, initiating 34 new positions and adding to 89 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.21% | -0.28% | +1.83% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.66% | -0.55% | +1.80% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.55% | -0.40% | +2.76% | |
| 4 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 2.65% | -0.19% | +4.28% | |
| 5 | QMAR | Ft Vest Nasdaq-100 Buffer Et | ETF-Tech | 2.45% | — | -6.12% | |
| 6 | PGRO | Putnam Focused Lrg Cap Grow | ETF-Other | 2.15% | +0.03% | +4.06% | |
| 7 | PJFG | Pgim Jennison Focused Growth | ETF-Other | 2.11% | +0.03% | +2.98% | |
| 8 | ISPY | Proshares S&p High Incom ETF | ETF-Other | 1.85% | -0.09% | -5.26% | |
| 9 | MISL | First Trust Indxx Aero & Def | ETF-Other | 1.81% | -0.24% | +1.18% | |
| 10 | AIRR | First Trust Rba American Ind | ETF-Other | 1.76% | +0.79% | -0.67% | |
| 11 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.74% | -0.43% | -18.56% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.72% | +0.23% | +3.56% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.65% | -0.04% | -2.78% | |
| 14 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.58% | -0.02% | -0.20% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.54% | +0.08% | +11.93% | |
| 16 | FRTY | Alger Mid Cap 40 ETF | ETF-Other | 1.53% | — | +0.32% | |
| 17 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 1.47% | -0.01% | +10.21% | |
| 18 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 1.44% | +0.08% | +3.74% | |
| 19 | MFSG | Mfs Active Growth | ETF-Other | 1.39% | +0.01% | -0.11% | |
| 20 | GROZ | Zacks Focus Growth ETF | ETF-Other | 1.36% | -0.01% | +4.79% | |
| 21 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 1.35% | -0.21% | -6.46% | |
| 22 | PTRB | Pgim Total Return Bond ETF | ETF-Other | 1.34% | -0.24% | +21.60% | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.33% | -0.03% | +9.64% | |
| 24 | AGOX | Adaptive Alpha Opportunities | ETF-Other | 1.30% | -1.14% | EXIT | |
| 25 | LQTI | Ft Vest Invst Grd Trgt I ETF | ETF-Other | 1.27% | -0.09% | +2.03% | |
| 26 | QGRO | American Century US Quality | ETF-Other | 1.25% | -0.51% | +0.96% | |
| 27 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 1.22% | +0.04% | +5.15% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.20% | -0.09% | +42.58% | |
| 29 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 1.18% | -0.01% | +2.56% | |
| 30 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.16% | -0.28% | EXIT | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.14% | -0.22% | +2.24% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.10% | -0.07% | +7.56% | |
| 33 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-Large Cap & Growth | 1.07% | +0.17% | +13.78% | |
| 34 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-Other | 1.05% | +0.03% | +30.14% | |
| 35 | PAVE | Global X US Infrastructure | ETF-Other | 1.04% | -0.06% | +12.47% | |
| 36 | CRTC | Xtrackers US Ntl Critic Tech | ETF-Tech | 1.02% | -0.07% | — | |
| 37 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 0.88% | — | +7.25% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.85% | -0.07% | +5.47% | |
| 39 | SNDK | Sandisk CORP | Stock-Tech | 0.75% | +0.16% | +7.93% | |
| 40 | SMIZ | Zacks Small/mid Cap ETF | ETF-Other | 0.73% | +0.02% | +0.05% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.72% | -0.03% | +3.71% | |
| 42 | ZS | Zscaler Inc | Stock-Tech | 0.71% | -0.05% | — | |
| 43 | SKYY | First Trust Cloud Computing | ETF-Other | 0.68% | -0.08% | EXIT | |
| 44 | ACGR | American Century Large Cap G | ETF-Large Cap & Growth | 0.67% | -0.02% | +7.29% | |
| 45 | UBER | Uber Technologies Inc | Stock-Industrials | 0.67% | -0.14% | -20.87% | |
| 46 | PBDC | Putnam Bdc Income ETF | ETF-Other | 0.64% | — | +13.36% | |
| 47 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 0.62% | -0.04% | +5.72% | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.61% | -0.06% | -0.20% | |
| 49 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.60% | -0.01% | +1.85% | |
| 50 | SHLD | Global X Defense Tech ETF | ETF-Tech | 0.60% | -0.23% | +0.60% |
According to official SEC Form 13F filings, Prosperity Financial Group, Inc. reported a total U.S. public equity portfolio value of $322.6M across 177 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, MSFT) accounted for 15.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
LQTI
市值: $3.5M
Top Position Liquidated / Trimmed
LMBS
前期市值: $3.4M
During Q3 2025, Prosperity Financial Group, Inc.'s top holdings by market value included AAPL (5.2%)、NVDA (4.7%)、MSFT (3.5%). The largest single position, AAPL, represented 5.2% of total portfolio value.
In Q3 2025, Prosperity Financial Group, Inc. made 193 total portfolio adjustments, initiating 34 new buys, adding to 89 positions, trimming 52 holdings, and fully liquidating 18 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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