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CIK: 0001991334
Total reported value
$322.6M
$322.6M
180 檔
16.2%
During the Q4 2025 filing period, Prosperity Financial Group, Inc. (CIK: 0001991334) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $322.6M across 180 reported positions.
In Q4 2025, Prosperity Financial Group, Inc. displayed an active expansion posture, initiating 23 new positions and adding to 90 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.13% | -0.28% | +11.86% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.41% | -0.55% | -3.74% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.35% | -0.40% | +2.68% | |
| 4 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 2.51% | -0.19% | -9.76% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.39% | +0.23% | +9.50% | |
| 6 | ISPY | Proshares S&p High Incom ETF | ETF-Other | 2.36% | -0.09% | +27.81% | |
| 7 | QCOC | Ft Ndq100 Cns Buff ETF - Oct | ETF-Other | 2.30% | -1.67% | — | |
| 8 | PJFG | Pgim Jennison Focused Growth | ETF-Other | 2.16% | +0.03% | +3.49% | |
| 9 | PGRO | Putnam Focused Lrg Cap Grow | ETF-Other | 2.12% | +0.03% | -0.51% | |
| 10 | MISL | First Trust Indxx Aero & Def | ETF-Other | 1.90% | -0.24% | +3.29% | |
| 11 | AIRR | First Trust Rba American Ind | ETF-Other | 1.81% | +0.79% | +3.04% | |
| 12 | MFSG | Mfs Active Growth | ETF-Other | 1.81% | +0.01% | +31.18% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.78% | -0.04% | +4.63% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 1.73% | +0.08% | +9.01% | |
| 15 | SNDK | Sandisk CORP | Stock-Tech | 1.67% | +0.16% | +6.85% | |
| 16 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.64% | -0.02% | +0.87% | |
| 17 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.57% | -0.43% | -6.22% | |
| 18 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.56% | -0.03% | +18.09% | |
| 19 | PTRB | Pgim Total Return Bond ETF | ETF-Other | 1.54% | -0.24% | +17.30% | |
| 20 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 1.44% | -0.01% | -2.05% | |
| 21 | GROZ | Zacks Focus Growth ETF | ETF-Other | 1.42% | -0.01% | +4.95% | |
| 22 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 1.24% | +0.04% | +5.21% | |
| 23 | LQTI | Ft Vest Invst Grd Trgt I ETF | ETF-Other | 1.24% | -0.09% | +0.60% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.24% | -0.09% | +2.60% | |
| 25 | AGOX | Adaptive Alpha Opportunities | ETF-Other | 1.19% | -1.14% | EXIT | |
| 26 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-Other | 1.15% | +0.03% | +6.44% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.08% | -0.07% | +11.12% | |
| 28 | CRTC | Xtrackers US Ntl Critic Tech | ETF-Tech | 1.07% | -0.07% | +5.67% | |
| 29 | PAVE | Global X US Infrastructure | ETF-Other | 1.06% | -0.06% | +3.30% | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.05% | -0.22% | +0.30% | |
| 31 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-Large Cap & Growth | 1.04% | +0.17% | -1.87% | |
| 32 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 1.04% | +0.08% | -21.87% | |
| 33 | UTES | Virtus Reaves Utilities ETF | ETF-Other | 1.00% | -1.34% | EXIT | |
| 34 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.96% | -0.21% | -4.84% | |
| 35 | AMD | Advanced Micro Devices | Stock-Tech | 0.73% | +1.05% | +8.34% | |
| 36 | QGRO | American Century US Quality | ETF-Other | 0.72% | -0.51% | -41.54% | |
| 37 | SMIZ | Zacks Small/mid Cap ETF | ETF-Other | 0.71% | +0.02% | -0.25% | |
| 38 | ACGR | American Century Large Cap G | ETF-Large Cap & Growth | 0.70% | -0.02% | +6.09% | |
| 39 | SKYY | First Trust Cloud Computing | ETF-Other | 0.70% | -0.08% | EXIT | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.68% | -0.03% | -5.94% | |
| 41 | FDG | American Century Focused Dyn | ETF-Other | 0.66% | +0.43% | +7.25% | |
| 42 | CRM | Salesforce Inc | Stock-Tech | 0.66% | -0.11% | +1.46% | |
| 43 | DTCR | Global X Data Center & Digit | ETF-Other | 0.63% | +0.03% | +6.95% | |
| 44 | BUFZ | Ft Vest Laddered Moderate Bu | ETF-Other | 0.63% | -0.14% | +11.10% | |
| 45 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 0.62% | -0.04% | +0.36% | |
| 46 | V | Visa Inc-class A Shares | Stock-Financials | 0.60% | -0.07% | -29.88% | |
| 47 | CGIC | Cap Group Intl Core Eq | ETF-Other | 0.60% | -0.05% | — | |
| 48 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.59% | -0.01% | +4.75% | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.58% | +0.06% | +13.31% | |
| 50 | FTCS | First Trust Capital Strength | ETF-Other | 0.55% | -0.56% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.9% | +11.86% | Add |
| 2 | SNDK | Sandisk CORP | +0.9% | +6.85% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.7% | +9.50% | Add |
| 4 | ISPY | Proshares S&p High Incom ETF | +0.5% | +27.81% | Add |
| 5 | MFSG | Mfs Active Growth | +0.4% | +31.18% | Add |
| 6 | TSLA | Tesla Inc | +0.2% | +18.09% | Add |
| 7 | AMD | Advanced Micro Devices | +0.2% | +8.34% | Add |
| 8 | LLY | Eli Lilly & Co | +0.2% | +13.31% | Add |
| 9 | PTRB | Pgim Total Return Bond ETF | +0.2% | +17.30% | Add |
| 10 | AVGO | Broadcom Inc | +0.2% | +9.01% | Add |
| 11 | AMZN | Amazon.com Inc | +0.1% | +4.63% | Add |
| 12 | CAT | Caterpillar Inc | +0.1% | +13.24% | Add |
| 13 | IEI | Ishares 3-7 Year Treasury Bo | +0.1% | +114.57% | Add |
| 14 | LRCX | Lam Research CORP | +0.1% | +16.65% | Add |
| 15 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | +0.1% | +6.44% | Add |
| 16 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +39.99% | Add |
| 17 | MISL | First Trust Indxx Aero & Def | +0.1% | +3.29% | Add |
| 18 | CRM | Salesforce Inc | +0.1% | +1.46% | Add |
| 19 | BUFZ | Ft Vest Laddered Moderate Bu | +0.1% | +11.10% | Add |
| 20 | ISRG | Intuitive Surgical Inc | +0.1% | +6.10% | Add |
| 21 | AVLV | Avantis US Large Cap Value | +0.1% | +0.87% | Add |
| 22 | GROZ | Zacks Focus Growth ETF | +0.1% | +4.95% | Add |
| 23 | FDG | American Century Focused Dyn | +0.1% | +7.25% | Add |
| 24 | COHR | Coherent CORP | +0.1% | — | Unchanged |
| 25 | PJFG | Pgim Jennison Focused Growth | +0.1% | +3.49% | Add |
| 26 | AIRR | First Trust Rba American Ind | +0.1% | +3.04% | Add |
| 27 | CRTC | Xtrackers US Ntl Critic Tech | +0.1% | +5.67% | Add |
| 28 | DTCR | Global X Data Center & Digit | +0.1% | +6.95% | Add |
| 29 | JPM | Jpmorgan Chase & Co | 0% | +2.60% | Add |
| 30 | RDIV | Invesco S&p Ultra Dividend | 0% | +25.24% | Add |
| 31 | JAAA | Janus Henderson Aaa Clo ETF | 0% | +53.63% | Add |
| 32 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | +4.75% | Add |
| 33 | EMLP | First Trust North American E | 0% | +28.69% | Add |
| 34 | GS | Goldman Sachs Group Inc | 0% | +18.02% | Add |
| 35 | CSCO | Cisco Systems Inc | 0% | +8.54% | Add |
| 36 | ACGR | American Century Large Cap G | 0% | +6.09% | Add |
| 37 | GRID | First Trst Nasd Cl Edg Sgiif | 0% | +9.53% | Add |
| 38 | PWR | Quanta Services Inc | 0% | +7.73% | Add |
| 39 | TDIV | Ft Nasdaq Tech Dvd Index Fd | 0% | +5.21% | Add |
| 40 | PAVE | Global X US Infrastructure | 0% | +3.30% | Add |
| 41 | FTCS | First Trust Capital Strength | 0% | +7.74% | Add |
| 42 | WMT | Walmart Inc | 0% | +2.69% | Add |
| 43 | SECR | Nyli Mackay Secur Inc ETF | 0% | +15.59% | Add |
| 44 | JNJ | Johnson & Johnson | 0% | -3.78% | Trim |
| 45 | MPWR | Monolithic Power Systems Inc | 0% | +9.83% | Add |
| 46 | SKYY | First Trust Cloud Computing | 0% | +7.15% | Add |
| 47 | SHOP | Shopify Inc - Class A | 0% | +8.90% | Add |
| 48 | PH | Parker Hannifin CORP | 0% | +3.99% | Add |
| 49 | TXT | Textron Inc | 0% | +7.33% | Add |
| 50 | CNEQ | Alger Concentrated Eqty ETF | 0% | +26.34% | Add |
According to official SEC Form 13F filings, Prosperity Financial Group, Inc. reported a total U.S. public equity portfolio value of $322.6M across 180 disclosed positions in Q4 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 16.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
QCOC
市值: $6.4M
Top Position Liquidated / Trimmed
QMAR
前期市值: $6.7M
During Q4 2025, Prosperity Financial Group, Inc.'s top holdings by market value included AAPL (6.1%)、NVDA (4.4%)、MSFT (3.4%). The largest single position, AAPL, represented 6.1% of total portfolio value.
In Q4 2025, Prosperity Financial Group, Inc. made 187 total portfolio adjustments, initiating 23 new buys, adding to 90 positions, trimming 54 holdings, and fully liquidating 20 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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