Prosperity Financial Group, Inc.
CIK Number: 0001991334
Main Sectors:
Top Industries:
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 |