Prosperity Financial Group, Inc.
CIK Number: 0001991334
200.9M
Market Value
161
# of Holdings
5 months
Avg. Holding Period
37.63%
Win Rate
39.92%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 198.98 | +0.10% | 57.69K | -1.09% | 14.45M | 140.91 | 7.19% |
| 2 | NVDA | NVIDIA Corporat... | 144.94 | +1.47% | 69.43K | +5.37% | 9.32M | 63.26 | 4.64% |
| 3 | MSFT | Microsoft Corpo... | 478.50 | +1.25% | 19.53K | +1.29% | 8.23M | 277.06 | 4.10% |
| 4 | LMBS | First Trust Low... | 49.13 | +0.22% | 138.32K | +32.85% | 6.73M | 48.28 | 3.35% |
| 5 | PVAL | Putnam Focused ... | 39.38 | +0.38% | 136K | +1.62% | 5.05M | 28.35 | 2.51% |
| 6 | QJUN | FT Cboe Vest Na... | 29.18 | +0.15% | 161.46K | -7.55% | 4.53M | 23.62 | 2.25% |
| 7 | PGRO | Putnam Focused ... | 39.62 | +0.46% | 116.3K | +3.66% | 4.51M | 31.45 | 2.25% |
| 8 | AIRR | First Trust RBA... | 78.48 | -0.26% | 52.63K | -0.04% | 4.05M | 71.28 | 2.02% |
| 9 | CIBR | First Trust NAS... | 73.08 | +0.42% | 62.89K | -13.68% | 3.99M | 50.24 | 1.99% |
| 10 | GOOGL | Alphabet Inc. | 175.57 | -1% | 19.35K | +9.48% | 3.66M | 108.78 | 1.82% |
| 11 | ISPY | ProShares Trust... | 41.22 | +0.28% | 81.64K | +7.19% | 3.62M | 42.52 | 1.80% |
| 12 | SMIZ | Zacks Trust | 33.01 | -0.21% | 104.03K | +4.02% | 3.45M | 33.1 | 1.72% |
| 13 | MISL | First Trust Ind... | 35.29 | -0.03% | 110.03K | +6.39% | 3.35M | 30.32 | 1.67% |
| 14 | AMZN | Amazon.com, Inc... | 213.13 | -0.03% | 15.21K | +9.02% | 3.34M | 113.28 | 1.66% |
| 15 | AVLV | Avantis U.S. La... | 67.07 | +0.04% | 48.85K | +4.99% | 3.26M | 58.69 | 1.62% |
| 16 | GBTC | Grayscale Bitco... | 84.18 | -1.85% | 43.5K | +100.00% | 3.22M | 74.02 | 1.60% |
| 17 | COST | Costco Wholesal... | 1002.64 | +0.59% | 3.26K | +3.52% | 2.99M | 529.37 | 1.49% |
| 18 | PLTR | Palantir Techno... | 135.06 | -0.98% | 37.34K | -20.73% | 2.82M | 17.97 | 1.41% |
| 19 | JEPQ | JPMorgan Nasdaq... | 53.02 | +0.18% | 48.18K | +6.99% | 2.72M | 47.04 | 1.35% |
| 20 | GJUN | First Trust Exc... | 37.30 | +0.23% | 74.57K | -5.01% | 2.68M | 29.91 | 1.34% |
| 21 | AVGO | Broadcom Inc. | 256.07 | +1.25% | 11.21K | +15.89% | 2.6M | 99.24 | 1.29% |
| 22 | JEPI | JPMorgan Equity... | 56.41 | +0.40% | 44.39K | +2.86% | 2.55M | 54.44 | 1.27% |
| 23 | TSLA | Tesla, Inc. | 319.38 | -2.16% | 6.3K | +53.54% | 2.55M | 231.79 | 1.27% |
| 24 | SKYY | First Trust Clo... | 117.56 | +0.17% | 21.04K | +0.62% | 2.51M | 71.02 | 1.25% |
| 25 | RDVI | FT Cboe Vest Ri... | 24.30 | -0.02% | 102.17K | -2.21% | 2.48M | 22.18 | 1.23% |
| 26 | TDIV | First Trust NAS... | 86.92 | +1.31% | 30.54K | +2.30% | 2.4M | 60.46 | 1.19% |
| 27 | QGRO | American Centur... | 105.85 | +0.03% | 21.92K | +3.47% | 2.19M | 83.41 | 1.09% |
| 28 | IJH | iShares Core S&... | 61.17 | +0.07% | 34.99K | +5.18% | 2.18M | 59.63 | 1.09% |
| 29 | META | Meta Platforms,... | 693.11 | -0.15% | 3.6K | +14.34% | 2.11M | 252.89 | 1.05% |
| 30 | PBDC | Putnam BDC Inco... | 33.63 | -0.19% | 56.21K | -32.95% | 1.93M | 32.68 | 0.96% |
| 31 | PAVE | Global X U.S. I... | 42.55 | +0.11% | 45.28K | +120.52% | 1.83M | 36.02 | 0.91% |
| 32 | SPY | SPDR S&P 500 ET... | 603.44 | +0.35% | 3.07K | +9.36% | 1.8M | 419.89 | 0.90% |
| 33 | FFOG | Franklin Focuse... | 42.21 | -0.11% | 43.27K | +11.72% | 1.73M | 35.18 | 0.86% |
| 34 | V | Visa Inc. | 371.03 | -0.61% | 5.29K | +8.34% | 1.67M | 232.36 | 0.83% |
| 35 | HD | The Home Depot,... | 362.78 | +0.64% | 4.2K | -3.63% | 1.63M | 320.49 | 0.81% |
| 36 | PJFG | PGIM Jennison F... | 99.97 | -0.05% | 17.09K | +72.81% | 1.63M | 92.12 | 0.81% |
| 37 | RCL | Royal Caribbean... | 265.62 | -0.87% | 6.86K | +20.27% | 1.58M | 113.84 | 0.79% |
| 38 | LLY | Eli Lilly and C... | 810.83 | +0.27% | 2.03K | +7.62% | 1.57M | 483.77 | 0.78% |
| 39 | JPM | JPMorgan Chase ... | 268.09 | -0.02% | 6.19K | +1.08% | 1.48M | 165.18 | 0.74% |
| 40 | QMAR | FT Cboe Vest Na... | 30.38 | -0.03% | 49.12K | +10.49% | 1.46M | 28.3 | 0.73% |
| 41 | SOXX | iShares Semicon... | 226.84 | +0.12% | 6.35K | +2.09% | 1.37M | 139.77 | 0.68% |
| 42 | ETN | Eaton Corporati... | 329.93 | +1.30% | 3.83K | +15.80% | 1.27M | 324.85 | 0.63% |
| 43 | MMC | Marsh & McLenna... | 219.30 | +0.93% | 5.76K | +3.90% | 1.22M | 171.19 | 0.61% |
| 44 | DBEF | Xtrackers MSCI ... | 45.36 | +0.13% | 26.84K | +5.22% | 1.11M | 41.99 | 0.55% |
| 45 | SPLG | SPDR Portfolio ... | 70.97 | +0.33% | 15.82K | -11.41% | 1.09M | 53.93 | 0.54% |
| 46 | DTCR | Global X Data C... | 18.28 | +0.38% | 65.49K | +100.00% | 1.08M | 16.55 | 0.54% |
| 47 | FTCS | First Trust Cap... | 91.04 | +0.39% | 12.23K | +100.00% | 1.07M | 87.82 | 0.53% |
| 48 | AMD | Advanced Micro ... | 118.61 | -2.09% | 8.35K | +58.38% | 1.01M | 131.78 | 0.50% |
| 49 | KNG | FT Cboe Vest S&... | 49.33 | +0.20% | 19.77K | -0.62% | 992.43K | 50.02 | 0.49% |
| 50 | SPTM | SPDR Portfolio ... | 73.20 | +0.33% | 13.6K | +19.35% | 971.16K | 59.9 | 0.48% |
| 51 | RACE | Ferrari N.V. | 473.39 | -1.87% | 2.28K | +14.34% | 969.06K | 300.38 | 0.48% |
| 52 | UNH | UnitedHealth Gr... | 318.11 | +2.43% | 1.91K | +10.10% | 965K | 522.76 | 0.48% |
| 53 | ACN | Accenture plc | 317.94 | -0.4% | 2.68K | -10.53% | 944.2K | 269.11 | 0.47% |
| 54 | GOOG | Alphabet Inc. | 176.84 | -1.09% | 4.88K | +8.94% | 930.03K | 110.04 | 0.46% |
| 55 | GSLC | Goldman Sachs A... | 118.39 | +0.29% | 7.68K | +4.55% | 884.82K | 104.12 | 0.44% |
| 56 | GPIX | Goldman Sachs S... | 48.72 | +0.23% | 17.43K | +100.00% | 861.67K | 49.45 | 0.43% |
| 57 | HFXI | IQ 50 Percent H... | 29.72 | +0.44% | 32.67K | +0.73% | 851.28K | 27.63 | 0.42% |
| 58 | NOW | ServiceNow, Inc... | 1006.03 | +0.17% | 800 | +22.89% | 848.1K | 634.31 | 0.42% |
| 59 | ABBV | AbbVie Inc. | 192.13 | +0.33% | 4.61K | +0.61% | 818.79K | 163.98 | 0.41% |
| 60 | BRK-B | Berkshire Hatha... | 489.99 | +0.38% | 1.76K | +2.33% | 797.32K | 367.63 | 0.40% |
| 61 | WMT | Walmart Inc. | 94.83 | -1.01% | 8.79K | -0.36% | 794.37K | 56.35 | 0.40% |
| 62 | RSG | Republic Servic... | 251.59 | +1.35% | 3.89K | +9.89% | 782.22K | 174.97 | 0.39% |
| 63 | MA | Mastercard Inco... | 588.62 | -0.36% | 1.48K | +12.09% | 781.16K | 383.96 | 0.39% |
| 64 | CAT | Caterpillar Inc... | 361.14 | -0.55% | 2.15K | +13.70% | 779.57K | 274.43 | 0.39% |
| 65 | CSM | ProShares Large... | 68.72 | +0.46% | 11.55K | -0.82% | 763.88K | 45.18 | 0.38% |
| 66 | IOT | Samsara Inc. | 40.55 | -4.23% | 17.48K | +28.72% | 763.57K | 37.63 | 0.38% |
| 67 | FTRB | Federated Herme... | 24.98 | +0.28% | 30.87K | +100.00% | 761.96K | 24.68 | 0.38% |
| 68 | AFMC | First Trust Act... | 31.52 | +0.10% | 23.79K | +7.51% | 751.48K | 30.41 | 0.37% |
| 69 | VUG | Vanguard Growth... | 423.76 | +0.11% | 1.74K | -0.85% | 715.81K | 300.36 | 0.36% |
| 70 | IVV | iShares Core S&... | 606.23 | +0.32% | 1.21K | +1.34% | 710.01K | 452.35 | 0.35% |
| 71 | PG | The Procter & G... | 163.05 | +0.58% | 4.18K | +2.62% | 701.69K | 153.25 | 0.35% |
| 72 | JNJ | Johnson & Johns... | 156.56 | +0.84% | 4.8K | +8.58% | 693.73K | 171.09 | 0.35% |
| 73 | KLAC | KLA Corporation | 874.70 | +0.31% | 1.06K | -0.94% | 666.04K | 410.23 | 0.33% |
| 74 | SPGI | S&P Global Inc. | 505.77 | -1.6% | 1.29K | +23.00% | 641.96K | 386.19 | 0.32% |
| 75 | RECS | Columbia Resear... | 35.77 | +0.32% | 18.49K | +11.58% | 640.09K | 33.98 | 0.32% |
| 76 | SHLD | Global X Defens... | 58.11 | +1.50% | 17.07K | -0.75% | 638.51K | 37.23 | 0.32% |
| 77 | ISRG | Intuitive Surgi... | 512.89 | -1.82% | 1.17K | +27.78% | 612.26K | 390.47 | 0.30% |
| 78 | CVX | Chevron Corpora... | 144.84 | +0.04% | 3.91K | +6.17% | 566.08K | 175.17 | 0.28% |
| 79 | PDP | Invesco DWA Mom... | 105.88 | -0.01% | 5.17K | +0.14% | 555.75K | 71.12 | 0.28% |
| 80 | SO | The Southern Co... | 90.22 | +0.75% | 6.46K | +0.47% | 532.12K | 71.42 | 0.26% |
| 81 | PPA | Invesco Aerospa... | 135.74 | +0.04% | 4.59K | -1.78% | 526.5K | 100.6 | 0.26% |
| 82 | MPWR | Monolithic Powe... | 718.32 | -0.35% | 874 | +100.00% | 517.15K | 591.7 | 0.26% |
| 83 | INQQ | India Internet ... | 16.23 | -1.31% | 31.84K | +3.86% | 515.47K | 14.54 | 0.26% |
| 84 | TTWO | Take-Two Intera... | 234.49 | -0.11% | 2.79K | 0.00% | 514.13K | 153.71 | 0.26% |
| 85 | FLUD | Franklin Ultra ... | 24.89 | -0.12% | 20.67K | -5.17% | 512.75K | 24.84 | 0.26% |
| 86 | GLD | SPDR Gold Share... | 312.15 | +1.22% | 2.06K | -2.13% | 499.76K | 178.27 | 0.25% |
| 87 | HUBS | HubSpot, Inc. | 569.04 | -0.79% | 712 | +18.27% | 496.1K | 566.62 | 0.25% |
| 88 | MGM | MGM Resorts Int... | 33.15 | -0.24% | 14.25K | +18.13% | 493.73K | 36.25 | 0.25% |
| 89 | QQQ | Invesco QQQ Tru... | 533.45 | +0.20% | 960 | +100.00% | 491K | 511.23 | 0.24% |
| 90 | GRID | First Trust NAS... | 134.67 | +1.05% | 3.9K | +5.29% | 465.81K | 117.31 | 0.23% |
| 91 | SDVY | First Trust SMI... | 34.81 | -0.14% | 12.71K | -64.26% | 455.83K | 36.38 | 0.23% |
| 92 | GAIN | Gladstone Inves... | 14.21 | +2.19% | 34.1K | -6.7% | 451.82K | 12.93 | 0.23% |
| 93 | DE | Deere & Company | 516.87 | -0.76% | 1.02K | +13.21% | 432.14K | 417.88 | 0.22% |
| 94 | ADBE | Adobe Inc. | 414.08 | +0.30% | 961 | +14.13% | 427.34K | 407.53 | 0.21% |
| 95 | VTV | Vanguard Value ... | 174.72 | +0.57% | 2.51K | +1.62% | 424.44K | 146.03 | 0.21% |
| 96 | LNTH | Lantheus Holdin... | 80.15 | -0.74% | 4.71K | +13.90% | 421.54K | 70.01 | 0.21% |
| 97 | TXT | Textron Inc. | 77.78 | +1.27% | 5.48K | +19.66% | 419.39K | 75.11 | 0.21% |
| 98 | CRM | Salesforce, Inc... | 266.57 | +0.25% | 1.24K | +21.29% | 415.36K | 278.92 | 0.21% |
| 99 | EME | EMCOR Group, In... | 475.33 | +0.73% | 915 | +51.99% | 415.32K | 389.79 | 0.21% |
| 100 | CSCO | Cisco Systems, ... | 65.09 | +1.41% | 6.73K | +0.64% | 398.23K | 48.12 | 0.20% |
| 101 | VTI | Vanguard Total ... | 296.95 | +0.28% | 1.34K | -3.24% | 389.4K | 220.56 | 0.19% |
| 102 | KBR | KBR, Inc. | 53.68 | +0.69% | 6.62K | +16.09% | 383.67K | 57.76 | 0.19% |
| 103 | SNSR | Global X Intern... | 36.78 | -0.22% | 10.76K | 0.00% | 375.64K | 34.46 | 0.19% |
| 104 | BTC | Grayscale Bitco... | 47.33 | -1.84% | 8.71K | +100.00% | 364.48K | 41.87 | 0.18% |
| 105 | EMLP | First Trust Nor... | 37.53 | +0.56% | 10.2K | +5.63% | 363.61K | 27.46 | 0.18% |
| 106 | ELV | Elevance Health... | 385.94 | +1.31% | 964 | +10.42% | 355.62K | 460.95 | 0.18% |
| 107 | TDG | TransDigm Group... | 1437.19 | +0.53% | 274 | +19.13% | 347.24K | 1230.85 | 0.17% |
| 108 | DPZ | Domino's Pizza,... | 451.48 | +1.02% | 813 | +13.39% | 341.26K | 424.35 | 0.17% |
| 109 | LRCX | Lam Research Co... | 91.62 | +0.74% | 4.61K | +100.00% | 332.91K | 72.23 | 0.17% |
| 110 | IBM | International B... | 280.79 | -0.26% | 1.51K | +1.68% | 331.91K | 164.64 | 0.17% |
| 111 | XLE | Energy Select S... | 86.58 | +0.34% | 3.73K | -1.97% | 319.34K | 85.46 | 0.16% |
| 112 | MGC | Vanguard Mega C... | 219.12 | +0.31% | 1.48K | 0.00% | 315.16K | 133.12 | 0.16% |
| 113 | WDAY | Workday, Inc. | 250.66 | -0.28% | 1.18K | +11.64% | 304.48K | 271.26 | 0.15% |
| 114 | NOBL | ProShares S&P 5... | 101.01 | +0.38% | 3.02K | +2.09% | 301.09K | 90.46 | 0.15% |
| 115 | MLM | Martin Marietta... | 552.74 | +1.26% | 567 | +19.62% | 292.86K | 579.06 | 0.15% |
| 116 | BIL | SPDR Bloomberg ... | 91.54 | +0.01% | 3.18K | +100.00% | 290.47K | 91.43 | 0.14% |
| 117 | IWF | iShares Russell... | 410.56 | +0.34% | 710 | +3.20% | 285.14K | 368.97 | 0.14% |
| 118 | FTSM | First Trust Enh... | 59.90 | +0.04% | 4.74K | +0.28% | 283.33K | 59.44 | 0.14% |
| 119 | NFLX | Netflix, Inc. | 1214.00 | -0.48% | 309 | -3.44% | 275.42K | 673.61 | 0.14% |
| 120 | SHV | iShares Short T... | 110.19 | +0.01% | 2.48K | +100.00% | 273.51K | 110.11 | 0.14% |
| 121 | PH | Parker-Hannifin... | 666.03 | -0.85% | 423 | 0.00% | 269.04K | 544.13 | 0.13% |
| 122 | EQIX | Equinix, Inc. | 895.88 | +0.24% | 284 | +9.65% | 267.78K | 892.49 | 0.13% |
| 123 | SLV | iShares Silver ... | 33.04 | +0.27% | 9.97K | +3.63% | 262.56K | 26.83 | 0.13% |
| 124 | FXN | First Trust Ene... | 15.73 | +0.38% | 16.06K | +0.52% | 262.37K | 17.4 | 0.13% |
| 125 | IWV | iShares Russell... | 343.00 | +0.23% | 783 | 0.00% | 261.59K | 273.74 | 0.13% |
| 126 | GBIL | Goldman Sachs A... | 99.95 | +0.02% | 2.61K | +100.00% | 260.69K | 99.92 | 0.13% |
| 127 | AVUS | Avantis U.S. Eq... | 98.55 | +0.20% | 2.66K | +2.35% | 257.64K | 88.68 | 0.13% |
| 128 | ABT | Abbott Laborato... | 136.36 | +0.80% | 2.26K | -6.51% | 255.22K | 109.14 | 0.13% |
| 129 | FIX | Comfort Systems... | 501.12 | +0.89% | 599 | +16.76% | 254.01K | 313.32 | 0.13% |
| 130 | CLH | Clean Harbors, ... | 227.65 | +0.81% | 1.1K | +100.00% | 253.61K | 230.14 | 0.13% |
| 131 | IWM | iShares Russell... | 212.65 | -0.46% | 1.14K | +0.09% | 252.58K | 187.62 | 0.13% |
| 132 | SHOP | Shopify Inc. | 109.25 | -4.28% | 2.31K | +100.00% | 245.62K | 106.33 | 0.12% |
| 133 | WELL | Welltower Inc. | 151.70 | +0.97% | 1.92K | +0.10% | 241.85K | 128.03 | 0.12% |
| 134 | XOM | Exxon Mobil Cor... | 109.60 | +0.27% | 2.24K | +15.50% | 241.3K | 106.62 | 0.12% |
| 135 | XAR | SPDR S&P Aerosp... | 198.67 | +0.05% | 1.43K | -0.14% | 236.47K | 111.21 | 0.12% |
| 136 | PFE | Pfizer Inc. | 24.83 | +1.44% | 8.78K | -5.56% | 232.98K | 43.38 | 0.12% |
| 137 | STRL | Sterling Infras... | 204.10 | -0.18% | 1.38K | +100.00% | 232.63K | 168.45 | 0.12% |
| 138 | BUFR | First Trust Cbo... | 31.25 | +0.21% | 7.49K | -16.45% | 228.25K | 27.91 | 0.11% |
| 139 | ZTS | Zoetis Inc. | 168.56 | +1.34% | 1.39K | -64.82% | 226.17K | 147.13 | 0.11% |
| 140 | LULU | Lululemon Athle... | 247.00 | -2.09% | 581 | +100.00% | 222.18K | 382.41 | 0.11% |
| 141 | PEP | PepsiCo, Inc. | 132.27 | +1.82% | 1.45K | +0.55% | 220.81K | 171.93 | 0.11% |
| 142 | OPER | ClearShares Ult... | 100.25 | 0.00% | 2.2K | +100.00% | 220.24K | 100.07 | 0.11% |
| 143 | LMT | Lockheed Martin... | 468.85 | +2.68% | 446 | +28.90% | 216.72K | 562.45 | 0.11% |
| 144 | IHI | iShares U.S. Me... | 61.17 | -0.23% | 3.69K | 0.00% | 215.54K | 52.57 | 0.11% |
| 145 | DGRO | iShares Core Di... | 63.42 | +0.59% | 3.5K | +7.24% | 214.38K | 62.6 | 0.11% |
| 146 | KO | The Coca-Cola C... | 72.20 | +0.18% | 3.38K | +16.29% | 210.67K | 70.52 | 0.10% |
| 147 | ET | Energy Transfer... | 18.43 | +0.96% | 10.65K | +0.95% | 208.63K | 12.02 | 0.10% |
| 148 | RDIV | Invesco S&P Ult... | 48.05 | -0.01% | 4.31K | +100.00% | 207.86K | 48.25 | 0.10% |
| 149 | COHR | Coherent, Inc. | 80.96 | -0.67% | 2.18K | +100.00% | 206.89K | 94.73 | 0.10% |
| 150 | ADP | Automatic Data ... | 309.72 | -0.85% | 706 | +100.00% | 206.67K | 292.73 | 0.10% |