Prosperity Financial Group, Inc.

CIK Number: 0001991334

235.46M
Market Value
153
# of Holdings
6 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 15, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 AAPL Apple Inc.
231.56
-0.52% 56.99K -1.22% 12.66M 140.91 6.30% Share
2 NVDA NVIDIA Corporat...
180.46
-0.86% 70.06K +0.92% 7.59M 63.67 3.78% Share
3 MSFT Microsoft Corpo...
519.97
-0.48% 19.08K -2.31% 7.16M 277.06 3.57% Share
4 QMAR FT Cboe Vest Na...
31.70
-0.02% 212.12K +331.85% 6M 28.29 2.99% Share
5 PVAL Putnam Focused ...
41.14
-0.17% 150.15K +10.40% 5.72M 29.27 2.85% Share
6 ISPY ProShares Trust...
43.70
-0.3% 113.76K +39.35% 4.79M 42.4 2.38% Share
7 PGRO Putnam Focused ...
42.95
-0.13% 124.13K +6.74% 4.3M 31.65 2.14% Share
8 PJFG PGIM Jennison F...
106.51
-0.1% 49.9K +191.92% 4.24M 87.45 2.11% Share
9 CIBR First Trust NAS...
71.98
+0.36% 66.2K +5.27% 4.17M 50.88 2.08% Share
10 AMZN Amazon.com, Inc...
231.03
+0.02% 21.1K +38.77% 4.02M 134.79 2.00% Share
11 AVLV Avantis U.S. La...
70.56
-0.37% 58.2K +19.15% 3.8M 59.74 1.89% Share
12 MISL First Trust Ind...
38.63
-0.41% 117.3K +6.61% 3.55M 30.32 1.77% Share
13 LMBS First Trust Low...
49.48
-0.11% 69.33K -49.88% 3.41M 48.28 1.70% Share
14 AIRR First Trust RBA...
89.64
-1.28% 47.48K -9.8% 3.24M 71.28 1.61% Share
15 COST Costco Wholesal...
971.81
-0.37% 3.27K +0.34% 3.09M 530.77 1.54% Share
16 RDVI FT Cboe Vest Ri...
25.17
-1.02% 130.12K +27.36% 3.09M 22.51 1.54% Share
17 GOOGL Alphabet Inc.
203.83
+0.44% 19.16K -0.96% 2.96M 108.78 1.47% Share
18 PTRB PGIM Total Retu...
41.66
-0.14% 68.68K +100.00% 2.87M 41.74 1.43% Share
19 GBTC Grayscale Bitco...
91.87
-0.95% 43.47K -0.06% 2.83M 74.02 1.41% Share
20 PLTR Palantir Techno...
177.12
-2.15% 33.09K -11.37% 2.79M 17.97 1.39% Share
21 JEPI JPMorgan Equity...
56.70
+0.13% 48.74K +9.81% 2.79M 54.68 1.39% Share
22 QGRO American Centur...
109.90
-0.1% 29K +32.29% 2.72M 85.92 1.35% Share
23 JEPQ JPMorgan Nasdaq...
55.78
-0.04% 51.13K +6.12% 2.65M 47.32 1.32% Share
24 SMIZ Zacks Trust
35.30
-0.22% 115.25K +100.00% 2.57M 22.3 1.28% Share
25 AGOX Adaptive Alpha ...
29.75
-1.2% 98.3K +100.00% 2.4M 24.47 1.20% Share
26 TDIV First Trust NAS...
91.91
-0.81% 31.46K +2.99% 2.32M 60.84 1.15% Share
27 GPIX Goldman Sachs S...
50.90
-0.2% 45.08K +158.70% 2.1M 47.71 1.05% Share
28 META Meta Platforms,...
784.78
+0.34% 3.62K +0.50% 2.08M 254.5 1.04% Share
29 V Visa Inc.
344.47
-0.3% 5.46K +3.25% 1.91M 236.08 0.95% Share
30 AVGO Broadcom Inc.
306.07
-1.66% 11.33K +1.08% 1.9M 99.97 0.94% Share
31 PAVE Global X U.S. I...
46.01
-0.95% 49.59K +9.53% 1.87M 36.17 0.93% Share
32 LLY Eli Lilly and C...
702.09
+2.58% 2.03K 0.00% 1.68M 483.77 0.84% Share
33 SPY SPDR S&P 500 ET...
643.36
-0.25% 2.97K -3.35% 1.66M 419.89 0.83% Share
34 JPM JPMorgan Chase ...
290.56
-1.22% 6.66K +7.56% 1.63M 170.81 0.81% Share
35 TSLA Tesla, Inc.
330.38
-1.55% 6.29K -0.27% 1.63M 231.79 0.81% Share
36 HD The Home Depot,...
399.60
-0.18% 4.41K +5.08% 1.62M 322.71 0.80% Share
37 PBDC Putnam BDC Inco...
33.43
-0.85% 44.72K -20.45% 1.55M 32.68 0.77% Share
38 DBEF Xtrackers MSCI ...
45.82
+0.35% 33.98K +26.59% 1.47M 42.26 0.73% Share
39 MMC Marsh & McLenna...
207.27
+0.14% 5.86K +1.70% 1.43M 172.41 0.71% Share
40 RCL Royal Caribbean...
313.77
+0.47% 6.9K +0.58% 1.42M 114.37 0.71% Share
41 FTCS First Trust Cap...
92.62
-0.09% 15.3K +25.17% 1.37M 88.19 0.68% Share
42 UBER Uber Technologi...
92.66
+1.37% 18.71K +100.00% 1.36M 72.86 0.68% Share
43 SKYY First Trust Clo...
121.04
+1.14% 12.34K -41.32% 1.26M 71.02 0.63% Share
44 GSLC Goldman Sachs A...
126.14
-0.29% 10.73K +39.64% 1.18M 105.81 0.59% Share
45 DTCR Global X Data C...
18.72
-0.16% 68.93K +5.25% 1.12M 16.54 0.56% Share
46 SPLG SPDR Portfolio ...
75.69
-0.25% 16.41K +3.71% 1.08M 54.35 0.54% Share
47 HFXI NYLI FTSE Inter...
30.66
+0.46% 38.98K +19.32% 1.07M 27.61 0.53% Share
48 SHLD Global X Defens...
62.27
-0.7% 23.04K +35.00% 1.07M 39.65 0.53% Share
49 FDG American Centur...
115.21
-0.12% 11.48K +100.00% 1.04M 90.86 0.52% Share
50 UNH UnitedHealth Gr...
304.04
+11.99% 1.92K +0.63% 1.01M 522.76 0.50% Share
51 RECS Columbia Resear...
38.80
-0.32% 29.97K +62.07% 995.17K 33.69 0.50% Share
52 ABBV AbbVie Inc.
206.66
+0.97% 4.63K +0.59% 971.04K 164.24 0.48% Share
53 RACE Ferrari N.V.
460.65
-0.81% 2.24K -1.67% 959.74K 300.38 0.48% Share
54 BRK-B Berkshire Hatha...
477.61
-0.34% 1.78K +1.19% 947.99K 369.58 0.47% Share
55 JNJ Johnson & Johns...
176.73
+1.15% 5.52K +15.05% 915.35K 170.41 0.46% Share
56 RSG Republic Servic...
232.77
+0.11% 3.74K -3.76% 906.27K 174.97 0.45% Share
57 AMD Advanced Micro ...
177.54
-1.88% 8.24K -1.25% 846.99K 131.78 0.42% Share
58 ACN Accenture plc
246.97
+0.33% 2.64K -1.75% 822.85K 269.11 0.41% Share
59 MA Mastercard Inco...
582.05
-0.29% 1.48K -0.34% 809.9K 383.96 0.40% Share
60 GOOG Alphabet Inc.
204.80
+0.48% 4.96K +1.52% 774.53K 110.73 0.39% Share
61 AFMC First Trust Act...
32.83
-0.77% 25.28K +6.25% 769.96K 30.41 0.38% Share
62 WMT Walmart Inc.
99.98
-0.86% 8.4K -4.42% 737.73K 56.35 0.37% Share
63 CSM ProShares Large...
73.56
-0.31% 11.54K -0.13% 735.01K 45.18 0.37% Share
64 FTRB Federated Herme...
25.14
-0.32% 29.3K -5.09% 734.04K 24.68 0.37% Share
65 KLAC KLA Corporation
874.62
-8.46% 1.07K +1.04% 726.03K 413 0.36% Share
66 PG The Procter & G...
154.24
+0.33% 4.24K +1.41% 723.27K 153.49 0.36% Share
67 GPIQ Goldman Sachs N...
50.93
-0.31% 15.75K +100.00% 702.5K 44.6 0.35% Share
68 CAT Caterpillar Inc...
407.54
-2.39% 2.13K -1.02% 701.49K 274.43 0.35% Share
69 JPEF JPMorgan Equity...
72.14
-0.34% 10.84K +100.00% 690.26K 63.66 0.34% Share
70 SPTM SPDR Portfolio ...
77.92
-0.27% 9.93K -26.96% 675.41K 59.9 0.34% Share
71 SPGI S&P Global Inc.
556.15
-1.42% 1.31K +1.86% 667.13K 388.42 0.33% Share
72 IOT Samsara Inc.
33.52
+4.02% 17.4K -0.46% 666.83K 37.63 0.33% Share
73 IVV iShares Core S&...
646.52
-0.25% 1.18K -2.24% 662.62K 452.35 0.33% Share
74 VUG Vanguard Growth...
462.00
-0.33% 1.78K +2.29% 661.54K 301.94 0.33% Share
75 CVX Chevron Corpora...
156.50
+0.87% 3.9K -0.26% 652.08K 175.17 0.32% Share
76 ETN Eaton Corporati...
350.88
-1.19% 2.39K -37.59% 650.22K 324.85 0.32% Share
77 GLD SPDR Gold Share...
307.46
+0.07% 2.16K +4.55% 621.81K 183.05 0.31% Share
78 NOW ServiceNow, Inc...
866.82
+1.88% 777 -2.88% 618.6K 634.31 0.31% Share
79 IBM International B...
239.84
+1.15% 2.43K +60.99% 604.42K 196.47 0.30% Share
80 TOST Toast, Inc.
43.12
+0.27% 18.22K +100.00% 604.26K 33.17 0.30% Share
81 ISRG Intuitive Surgi...
480.27
+0.67% 1.2K +2.64% 596.3K 393.17 0.30% Share
82 SO The Southern Co...
94.05
-0.15% 6.49K +0.32% 596.3K 71.49 0.30% Share
83 TTWO Take-Two Intera...
232.02
-0.49% 2.79K +0.04% 579.06K 153.73 0.29% Share
84 GRID First Trust NAS...
143.47
-0.28% 5.06K +29.67% 572.53K 116.35 0.28% Share
85 INQQ India Internet ...
16.03
+0.84% 37.88K +18.97% 543.57K 14.51 0.27% Share
86 PWR Quanta Services...
379.97
+0.65% 2.03K +100.00% 515.99K 254.18 0.26% Share
87 PDP Invesco DWA Mom...
110.69
-0.57% 5.16K -0.14% 515.68K 71.12 0.26% Share
88 SDVY First Trust SMI...
36.88
-1.03% 15.28K +20.17% 511.9K 35.9 0.25% Share
89 DE Deere & Company
488.92
+2.11% 1.08K +6.18% 508.43K 420.88 0.25% Share
90 PPA Invesco Aerospa...
146.13
-0.55% 4.3K -6.19% 501.75K 100.6 0.25% Share
91 MPWR Monolithic Powe...
828.01
-2.45% 851 -2.63% 493.56K 591.7 0.25% Share
92 VTV Vanguard Value ...
180.22
-0.14% 2.54K +1.40% 439.11K 146.4 0.22% Share
93 GAIN Gladstone Inves...
14.36
-0.73% 31.75K -6.89% 424.18K 12.93 0.21% Share
94 MGM MGM Resorts Int...
35.92
-1.13% 14.14K -0.79% 418.99K 36.25 0.21% Share
95 HUBS HubSpot, Inc.
439.63
+2.26% 711 -0.14% 406.19K 566.62 0.20% Share
96 CSCO Cisco Systems, ...
66.17
-4.51% 6.53K -2.97% 402.75K 48.12 0.20% Share
97 SHY iShares 1-3 Yea...
82.69
-0.02% 4.79K +100.00% 396.69K 82.73 0.20% Share
98 TXT Textron Inc.
78.92
-1.74% 5.48K -0.04% 396K 75.11 0.20% Share
99 QJUN FT Cboe Vest Na...
30.46
-0.34% 14.94K -90.75% 395.11K 23.62 0.20% Share
100 XLE Energy Select S...
85.56
+0.01% 4.21K +13.01% 393.7K 86.38 0.20% Share
101 TDG TransDigm Group...
1388.20
-1.74% 283 +3.28% 391.47K 1235.69 0.19% Share
102 EMLP First Trust Nor...
37.80
-0.62% 10.38K +1.75% 389.03K 27.63 0.19% Share
103 ADBE Adobe Inc.
354.87
+1.80% 988 +2.81% 378.93K 406.88 0.19% Share
104 VTI Vanguard Total ...
316.44
-0.24% 1.35K +0.74% 372.04K 220.96 0.19% Share
105 DPZ Domino's Pizza,...
451.37
+0.17% 794 -2.34% 364.8K 424.35 0.18% Share
106 NFLX Netflix, Inc.
1239.22
+0.70% 383 +23.95% 357.16K 723.63 0.18% Share
107 QQQ Invesco QQQ Tru...
577.11
-0.48% 732 -23.75% 343.45K 511.23 0.17% Share
108 LRCX Lam Research Co...
99.50
-7.34% 4.69K +1.71% 340.82K 72.24 0.17% Share
109 SPDW SPDR Portfolio ...
41.84
+0.54% 9.29K +100.00% 338.18K 36.41 0.17% Share
110 RDIV Invesco S&P Ult...
49.77
-0.22% 6.88K +59.82% 336.1K 48.46 0.17% Share
111 BTC Grayscale Bitco...
51.78
-0.94% 8.71K 0.00% 317.64K 41.87 0.16% Share
112 CRM Salesforce, Inc...
242.48
+3.90% 1.18K -4.83% 317.32K 278.92 0.16% Share
113 GOVT iShares U.S. Tr...
22.86
-0.17% 13.57K +100.00% 312K 22.99 0.16% Share
114 KNG FT Cboe Vest S&...
50.19
-0.09% 6.1K -69.15% 308.06K 50.02 0.15% Share
115 KO The Coca-Cola C...
69.91
+0.51% 4.16K +23.02% 298.13K 70.72 0.15% Share
116 MGC Vanguard Mega C...
235.06
-0.19% 1.47K -0.67% 296.43K 133.12 0.15% Share
117 WELL Welltower Inc.
162.94
+0.66% 1.92K +0.26% 294.78K 128.09 0.15% Share
118 ABT Abbott Laborato...
131.73
+1.90% 2.19K -2.75% 291K 109.14 0.14% Share
119 WDAY Workday, Inc.
226.06
+1.87% 1.19K +0.93% 278.13K 270.92 0.14% Share
120 MLM Martin Marietta...
609.46
-0.5% 572 +0.88% 273.49K 578.18 0.14% Share
121 XOM Exxon Mobil Cor...
106.53
-0.79% 2.25K +0.49% 268.03K 106.68 0.13% Share
122 GJUN First Trust Exc...
38.30
-0.03% 7.56K -89.86% 265.92K 29.91 0.13% Share
123 IWV iShares Russell...
365.47
-0.22% 783 0.00% 248.59K 273.74 0.12% Share
124 EQIX Equinix, Inc.
781.53
+0.79% 302 +6.34% 246.24K 887.89 0.12% Share
125 PFE Pfizer Inc.
25.16
+0.18% 9.58K +9.11% 242.82K 41.88 0.12% Share
126 PH Parker-Hannifin...
729.50
-2.12% 389 -8.04% 236.45K 544.13 0.12% Share
127 CMS CMS Energy Corp...
72.28
-0.43% 3.12K +3.38% 234.03K 70.78 0.12% Share
128 DUK Duke Energy Cor...
122.37
-1.52% 1.9K +100.00% 231.25K 121.97 0.12% Share
129 XAR SPDR S&P Aerosp...
215.49
-0.49% 1.42K -0.42% 228.19K 111.21 0.11% Share
130 IWM iShares Russell...
226.97
-0.55% 1.14K +0.09% 228.13K 187.63 0.11% Share
131 ZTS Zoetis Inc.
154.11
+0.68% 1.38K -0.58% 227.29K 147.13 0.11% Share
132 DGRO iShares Core Di...
66.09
-0.21% 3.67K +5.09% 226.92K 62.56 0.11% Share
133 PEP PepsiCo, Inc.
150.37
+1.18% 1.5K +3.17% 224.57K 171.25 0.11% Share
134 AVUS Avantis U.S. Eq...
105.00
-0.4% 2.42K -9.14% 223.1K 88.68 0.11% Share
135 BUFR First Trust Cbo...
32.69
-0.12% 7.49K 0.00% 222.41K 27.91 0.11% Share
136 IHI iShares U.S. Me...
61.89
+0.49% 3.69K 0.00% 222.34K 52.57 0.11% Share
137 AEP American Electr...
111.96
-0.8% 2.02K +100.00% 221.09K 109.27 0.11% Share
138 SHOP Shopify Inc.
141.36
-2.02% 2.26K -2.16% 215.78K 106.33 0.11% Share
139 WM Waste Managemen...
226.79
+0.29% 928 +100.00% 214.84K 231.51 0.11% Share
140 HEGD Swan Hedged Equ...
24.13
-0.19% 9.8K +100.00% 214.55K 21.9 0.11% Share
141 LMT Lockheed Martin...
437.72
+0.09% 479 +7.40% 214.17K 554.47 0.11% Share
142 CGGR Capital Group G...
42.27
-0.11% 6.24K +100.00% 213.86K 34.25 0.11% Share
143 ADP Automatic Data ...
301.78
+0.03% 691 -2.12% 211.12K 292.73 0.11% Share
144 IWF iShares Russell...
448.97
-0.32% 565 -20.42% 204.03K 368.97 0.10% Share
145 MCD McDonald's Corp...
308.67
-0.09% 652 +100.00% 203.67K 312.37 0.10% Share
146 AEE Ameren Corporat...
100.49
-0.93% 2.02K +100.00% 202.52K 100.4 0.10% Share
147 FXN First Trust Ene...
15.53
-0.29% 11.8K -26.54% 194.87K 17.4 0.10% Share
148 ET Energy Transfer...
17.24
-0.81% 10.05K -5.63% 186.83K 12.02 0.09% Share
149 NIO NIO Inc.
4.80
+7.98% 23.9K +104.27% 91.06K 4.08 0.05% Share
150 MPW Medical Propert...
4.04
-2.53% 14.96K -17.54% 90.22K 10.63 0.04% Share