Sponsored

The Analysis of Prosperity Financial Group, Inc.'s Holdings & P&L

Currently, Prosperity Financial Group, Inc. holds 186 types of securities in its portfolio with a total value $270.8M. In the most recent quarter, they have increased their positions in AAPL (+11.3K shares, valued at $2.9M), ABBV (+7.1K shares, valued at $1.5M), HFXI (+41.7K shares, valued at $1.4M); decreased their positions in SNDK (-16.7K shares, valued at $10.6M), PGRO (-42.2K shares, valued at $1.7M), N/A (-4.8K shares, valued at $1.5M); initiated new positions in AVUV (+11.4K shares, valued at $1.3M), TJX (+7.9K shares, valued at $1.3M), N/A (+47.0K shares, valued at $1.2M).

1M P&L

+23.3M+7.93%

3M P&L

+32.9M+11.57%

HY P&L

+50.4M+18.88%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A153.7M

59.0%

2Consumer Electronics17.0M

6.5%

3Software - Infrastructure16.7M

6.4%

Top Industries by Stock Count

1N/A96 stocks

56.5%

2Software - Application7 stocks

4.1%

3Software - Infrastructure6 stocks

3.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC73.9K shares18.00%2026-03-312026-05-13

NVDA NVIDIA CORPORATION66.3K shares0.82%2026-03-312026-05-13

MSFT MICROSOFT CORP19.7K shares2.29%2026-03-312026-05-13

ISPY PROSHARES TR150.6K shares4.94%2026-03-312026-05-13

PVAL PUTNAM ETF TRUST134.1K shares-12.29%2026-03-312026-05-13

ALPHABET INC ALPHABET INC21.5K shares1.46%2026-03-312026-05-13

AIRR FIRST TR EXCHANGE TRADED FD45.6K shares-10.83%2026-03-312026-05-13

PJFG PGIM ETF TR51.3K shares-5.13%2026-03-312026-05-13

Sponsored

QCOC FIRST TR EXCHNG TRADED FD VI216.7K shares-23.81%2026-03-312026-05-13

MISL FIRST TR EXCHANGE-TRADED FD105.4K shares-14.71%2026-03-312026-05-13

HFXI NEW YORK LIFE INVESTMENTS ET140.1K shares42.33%2026-03-312026-05-13

AMZN AMAZON COM INC21.4K shares-0.18%2026-03-312026-05-13

PTRB PGIM ETF TR107.3K shares5.13%2026-03-312026-05-13

AVLV AMERICAN CENTY ETF TR54.7K shares-9.16%2026-03-312026-05-13

MFSG MFS ACTIVE EXCHANGE TRADED F170.0K shares-4.17%2026-03-312026-05-13

JPM JPMORGAN CHASE & CO13.8K shares29.01%2026-03-312026-05-13

Sponsored

RDVI FIRST TR EXCHANGE-TRADED FD156.5K shares2.87%2026-03-312026-05-13

UTES ETFIS SER TR I45.3K shares28.95%2026-03-312026-05-13

PGRO PUTNAM ETF TRUST89.6K shares-31.99%2026-03-312026-05-13

PLTR PALANTIR TECHNOLOGIES INC24.5K shares-0.04%2026-03-312026-05-13

LQTI FIRST TR EXCHANGE-TRADED FD181.3K shares5.97%2026-03-312026-05-13

GROZ ZACKS TRUST127.9K shares-3.73%2026-03-312026-05-13

TSLA TESLA INC9.3K shares1.45%2026-03-312026-05-13

COST COSTCO WHOLESALE CORPORATION3.3K shares-1.18%2026-03-312026-05-13

Sponsored

AGOX STARBOARD INVT TR116.2K shares-0.00%2026-03-312026-05-13

TDIV FIRST TR EXCHANGE TRADED FD32.3K shares-9.36%2026-03-312026-05-13

CGIC CAPITAL GROUP INTERNATIONAL88.8K shares72.50%2026-03-312026-05-13

CRTC DBX ETF TR80.3K shares-0.72%2026-03-312026-05-13

PAVE GLOBAL X FDS55.3K shares-10.05%2026-03-312026-05-13

BROADCOM INC BROADCOM INC9.1K shares-34.67%2026-03-312026-05-13

GPIX GOLDMAN SACHS ETF TR54.9K shares-0.20%2026-03-312026-05-13

META META PLATFORMS INC4.7K shares2.74%2026-03-312026-05-13

Sponsored

ABBV ABBVIE INC11.5K shares159.34%2026-03-312026-05-13

SHLD GLOBAL X FDS33.4K shares41.56%2026-03-312026-05-13

CAT CATERPILLAR INC3.1K shares23.47%2026-03-312026-05-13

GBTC GRAYSCALE BITCOIN TRUST ETF38.7K shares-0.88%2026-03-312026-05-13

RECS COLUMBIA ETF TR I50.6K shares20.18%2026-03-312026-05-13

AMD ADVANCED MICRO DEVICES INC9.7K shares2.02%2026-03-312026-05-13

SMIZ ZACKS TRUST51.2K shares-3.80%2026-03-312026-05-13

BUFZ FIRST TR EXCHNG TRADED FD VI71.3K shares8.07%2026-03-312026-05-13

Sponsored

SNDK SANDISK CORP2.9K shares-85.21%2026-03-312026-05-13

SPY STATE STR SPDR S&P 500 ETF T2.7K shares-2.98%2026-03-312026-05-13

QGRO AMERICAN CENTY ETF TR16.3K shares-6.65%2026-03-312026-05-13

DTCR GLOBAL X FDS70.3K shares-15.37%2026-03-312026-05-13

SPYM SPDR SERIES TRUST21.1K shares3.85%2026-03-312026-05-13

MFSV MFS ACTIVE EXCHANGE TRADED F57.6K shares0.23%2026-03-312026-05-13

FTCS FIRST TR EXCHANGE-TRADED FD16.4K shares-1.90%2026-03-312026-05-13

FDG AMERICAN CENTY ETF TR13.2K shares-8.87%2026-03-312026-05-13

Sponsored

V VISA INC4.9K shares1.97%2026-03-312026-05-13

KLAC KLA CORP978 shares-2.00%2026-03-312026-05-13

GRID FIRST TR EXCHANGE-TRADED FD8.8K shares35.02%2026-03-312026-05-13

PWR QUANTA SVCS INC2.6K shares2.11%2026-03-312026-05-13

LLY ELI LILLY & CO1.6K shares4.09%2026-03-312026-05-13

EATON CORP PLC EATON CORP PLC4.0K shares7.79%2026-03-312026-05-13

ACGR AMERICAN CENTY ETF TR23.6K shares-20.41%2026-03-312026-05-13

SCIO FIRST TR EXCHANGE-TRADED FD67.2K shares41.47%2026-03-312026-05-13

Sponsored

CGCB CAPITAL GRP FIXED INCM ETF T52.2K shares22.24%2026-03-312026-05-13

UBER UBER TECHNOLOGIES INC18.5K shares-0.89%2026-03-312026-05-13

RSG REPUBLIC SVCS INC6.0K shares58.67%2026-03-312026-05-13

LAM RESEARCH CORP LAM RESEARCH CORP6.1K shares4.59%2026-03-312026-05-13

ISRG INTUITIVE SURGICAL INC2.8K shares93.35%2026-03-312026-05-13

GSLC GOLDMAN SACHS ETF TR10.1K shares-10.69%2026-03-312026-05-13

HD HOME DEPOT INC3.8K shares1.62%2026-03-312026-05-13

AVUV AMERICAN CENTY ETF TR11.4K sharesnew addition2026-03-312026-05-13

Sponsored

TJX TJX COS INC NEW7.9K sharesnew addition2026-03-312026-05-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.6K shares-0.04%2026-03-312026-05-13

JNJ JOHNSON & JOHNSON5.0K shares-1.01%2026-03-312026-05-13

VIK VIKING HOLDINGS LTD16.0K shares2.84%2026-03-312026-05-13

2023 ETF SERIES TRUST 2023 ETF SERIES TRUST47.0K sharesnew addition2026-03-312026-05-13

AAAU GOLDMAN SACHS PHYSICAL GOLD24.6K shares45.08%2026-03-312026-05-13

MPWR MONOLITHIC PWR SYS INC1.0K shares-0.38%2026-03-312026-05-13

CPLB NEW YORK LIFE INVTS ACTIVE E53.1K shares19.70%2026-03-312026-05-13

Sponsored

CIBR FIRST TR EXCHANGE-TRADED FD17.7K shares-56.24%2026-03-312026-05-13

COWG PACER FDS TR32.9K shares-7.06%2026-03-312026-05-13

CRM SALESFORCE INC5.7K shares-17.17%2026-03-312026-05-13

AFMC FIRST TR EXCHNG TRADED FD VI29.5K shares0.88%2026-03-312026-05-13

RCL ROYAL CARIBBEAN GROUP3.7K shares3.48%2026-03-312026-05-13

ROK ROCKWELL AUTOMATION INC2.8K sharesnew addition2026-03-312026-05-13

VTI VANGUARD INDEX FDS3.2K shares11.76%2026-03-312026-05-13

FLCV FEDERATED HERMES ETF TRUST31.6K shares1.47%2026-03-312026-05-13

Sponsored

FTRB FEDERATED HERMES ETF TRUST38.3K shares5.25%2026-03-312026-05-13

WTPI WISDOMTREE TR30.1K shares20.31%2026-03-312026-05-13

WMT WALMART INC7.7K shares9.65%2026-03-312026-05-13

SECR NEW YORK LIFE INVTS ACTIVE E36.6K shares52.60%2026-03-312026-05-13

ALPHABET INC ALPHABET INC3.2K shares0.94%2026-03-312026-05-13

RACE FERRARI N V2.7K shares2.65%2026-03-312026-05-13

JPEF J P MORGAN EXCHANGE TRADED F12.6K shares-2.04%2026-03-312026-05-13

GPIQ GOLDMAN SACHS ETF TR18.2K shares6.46%2026-03-312026-05-13

Sponsored

ZS ZSCALER INC6.3K shares-3.33%2026-03-312026-05-13

MA MASTERCARD INCORPORATED1.7K shares-3.03%2026-03-312026-05-13

CVX CHEVRON CORPORATION4.2K shares3.20%2026-03-312026-05-13

GLD SPDR GOLD TR2.0K shares1.03%2026-03-312026-05-13

IVV ISHARES TR1.2K shares-8.76%2026-03-312026-05-13

VUG VANGUARD INDEX FDS1.8K shares0.34%2026-03-312026-05-13

SDVY FIRST TR EXCHANGE TRADED FD19.3K shares21.57%2026-03-312026-05-13

DE DEERE & CO1.3K shares4.93%2026-03-312026-05-13

Sponsored

PPA INVESCO EXCHANGE TRADED FD T4.5K shares5.84%2026-03-312026-05-13

JEPI J P MORGAN EXCHANGE TRADED F13.2K shares-2.01%2026-03-312026-05-13

CSM PROSHARES TR9.9K shares0.20%2026-03-312026-05-13

RDVY FIRST TR EXCHANGE TRADED FD10.8K shares214.19%2026-03-312026-05-13

UNH UNITEDHEALTH GROUP INC2.7K shares5.06%2026-03-312026-05-13

DBEF DBX ETF TR13.9K shares2.26%2026-03-312026-05-13

SPTM SPDR SERIES TRUST8.6K shares-26.05%2026-03-312026-05-13

IOT SAMSARA INC20.8K shares3.37%2026-03-312026-05-13

Sponsored

ETHE GRAYSCALE ETHEREUM STAKING E38.3K shares0.00%2026-03-312026-05-13

RDIV INVESCO EXCH TRADED FD TR II11.5K shares-3.33%2026-03-312026-05-13

PDP INVESCO EXCHANGE TRADED FD T5.2K shares0.00%2026-03-312026-05-13

TOST TOAST INC21.6K shares3.73%2026-03-312026-05-13

TXT TEXTRON INC6.5K shares2.88%2026-03-312026-05-13

ITWO PROSHARES TR14.2K shares-1.60%2026-03-312026-05-13

TTWO TAKE-TWO INTERACTIVE SOFTWAR2.8K shares1.32%2026-03-312026-05-13

PG PROCTER & GAMBLE CO3.8K shares2.75%2026-03-312026-05-13

Sponsored

EMLP FIRST TR EXCHANGE-TRADED FD12.4K shares0.40%2026-03-312026-05-13

COHERENT CORP COHERENT CORP2.2K shares0.00%2026-03-312026-05-13

JEPQ J P MORGAN EXCHANGE TRADED F9.3K shares2.73%2026-03-312026-05-13

IBM INTERNATIONAL BUSINESS MACHS2.1K shares1.33%2026-03-312026-05-13

LVHI LEGG MASON ETF INVT12.5K shares39.96%2026-03-312026-05-13

CSCO CISCO SYS INC6.5K shares-2.98%2026-03-312026-05-13

IEI ISHARES TR4.1K shares-27.42%2026-03-312026-05-13

NOW SERVICENOW INC4.6K shares2.54%2026-03-312026-05-13

Sponsored

SO SOUTHERN CO4.9K shares0.69%2026-03-312026-05-13

QJUN FIRST TR EXCHNG TRADED FD VI14.8K shares-0.62%2026-03-312026-05-13

GS GOLDMAN SACHS GROUP INC529 shares13.76%2026-03-312026-05-13

EQIX EQUINIX INC427 shares7.83%2026-03-312026-05-13

FEDERATED HERMES ETF TRUST FEDERATED HERMES ETF TRUST7.8K sharesnew addition2026-03-312026-05-13

MLM MARTIN MARIETTA MATLS INC684 shares3.79%2026-03-312026-05-13

MGC VANGUARD WORLD FD1.7K shares0.00%2026-03-312026-05-13

TDG TRANSDIGM GROUP INC334 shares4.05%2026-03-312026-05-13

Sponsored

WELL WELLTOWER INC1.9K shares-4.67%2026-03-312026-05-13

HEGD LISTED FDS TR14.6K shares1.38%2026-03-312026-05-13

GBIL GOLDMAN SACHS ETF TR3.5K shares13.19%2026-03-312026-05-13

XOM EXXON MOBIL CORP2.0K shares-1.93%2026-03-312026-05-13

DPZ DOMINOS PIZZA INC960 shares3.56%2026-03-312026-05-13

PH PARKER-HANNIFIN CORP381 shares4.38%2026-03-312026-05-13

SPHQ INVESCO EXCHANGE TRADED FD T4.5K shares51.87%2026-03-312026-05-13

XAR SPDR SERIES TRUST1.3K shares0.00%2026-03-312026-05-13

Sponsored

PSH PGIM ETF TR6.7K shares0.00%2026-03-312026-05-13

STRL STERLING INFRASTRUCTURE INC801 shares0.25%2026-03-312026-05-13

JAAA JANUS DETROIT STR TR6.4K shares0.75%2026-03-312026-05-13

CNEQ THE ALGER ETF TRUST10.1K shares27.22%2026-03-312026-05-13

BIL SPDR SERIES TRUST3.4K sharesnew addition2026-03-312026-05-13

SHV ISHARES TR2.8K sharesnew addition2026-03-312026-05-13

FIRST TR EXCHANGE-TRADED FD FIRST TR EXCHANGE-TRADED FD15.0K sharesnew addition2026-03-312026-05-13

OPER ETF SER SOLUTIONS3.0K sharesnew addition2026-03-312026-05-13

Sponsored

LHX L3HARRIS TECHNOLOGIES INC871 shares9.70%2026-03-312026-05-13

KO COCA COLA CO3.9K shares2.98%2026-03-312026-05-13

FIRST TR EXCHANGE-TRADED FD FIRST TR EXCHANGE-TRADED FD8.6K shares0.08%2026-03-312026-05-13

GJUN FIRST TR EXCHNG TRADED FD VI7.5K shares-0.48%2026-03-312026-05-13

SHOP SHOPIFY INC2.5K shares0.20%2026-03-312026-05-13

IWV ISHARES TR783 shares0.00%2026-03-312026-05-13

EME EMCOR GROUP INC386 sharesnew addition2026-03-312026-05-13

LGLV SPDR SERIES TRUST1.6K shares0.00%2026-03-312026-05-13

Sponsored

FIX COMFORT SYS USA INC205 sharesnew addition2026-03-312026-05-13

SPEM SPDR INDEX SHS FDS5.9K sharesnew addition2026-03-312026-05-13

DIVI FRANKLIN TEMPLETON ETF TR6.9K shares27.23%2026-03-312026-05-13

IWM ISHARES TR1.1K shares0.09%2026-03-312026-05-13

AXP AMERICAN EXPRESS CO889 shares9.89%2026-03-312026-05-13

CGGR CAPITAL GROUP GROWTH ETF6.6K shares-3.67%2026-03-312026-05-13

TFPN TIDAL TRUST II9.2K shares16.78%2026-03-312026-05-13

DVY ISHARES TR1.7K shares-1.47%2026-03-312026-05-13

Sponsored

AVUS AMERICAN CENTY ETF TR2.3K shares-3.49%2026-03-312026-05-13

BUFR FIRST TR EXCHNG TRADED FD VI7.3K shares-2.00%2026-03-312026-05-13

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.9K sharesnew addition2026-03-312026-05-13

NFLX NETFLIX INC.2.5K shares-3.76%2026-03-312026-05-13

IWF ISHARES TR565 shares0.00%2026-03-312026-05-13

SPDW SPDR INDEX SHS FDS5.2K shares-27.32%2026-03-312026-05-13

FRTY THE ALGER ETF TRUST12.1K shares-6.12%2026-03-312026-05-13

AEE AMEREN CORP2.1K shares2.47%2026-03-312026-05-13

Sponsored

ROST ROSS STORES INC1.0K sharesnew addition2026-03-312026-05-13

FXN FIRST TR EXCHANGE-TRADED FD10.0K sharesnew addition2026-03-312026-05-13

DGRO ISHARES TR3.2K shares5.00%2026-03-312026-05-13

GAIN GLADSTONE INVT CORP15.7K shares-1.88%2026-03-312026-05-13

ABT ABBOTT LABORATORIES2.1K shares2.74%2026-03-312026-05-13

CMS CMS ENERGY CORP2.8K sharesnew addition2026-03-312026-05-13

SKYY FIRST TR EXCHANGE-TRADED FD2.0K shares-86.73%2026-03-312026-05-13

INCM FRANKLIN TEMPLETON ETF TR7.5K sharesnew addition2026-03-312026-05-13

Sponsored

VIGI VANGUARD WHITEHALL FDS2.4K sharesnew addition2026-03-312026-05-13

MGK VANGUARD WORLD FD573 shares0.00%2026-03-312026-05-13

MCD MCDONALDS CORP666 sharesnew addition2026-03-312026-05-13

ADP AUTOMATIC DATA PROCESSING IN1.0K shares15.22%2026-03-312026-05-13

LMT LOCKHEED MARTIN CORP337 sharesnew addition2026-03-312026-05-13

ET ENERGY TRANSFER L P10.6K shares2.93%2026-03-312026-05-13

NIO NIO INC24.4K shares0.00%2026-03-312026-05-13

CLSK CLEANSPARK INC12.3K shares0.00%2026-03-312026-05-13

Sponsored

PNNT PENNANTPARK INVT CORP11.5K sharesnew addition2026-03-312026-05-13

HTCR HEARTCORE ENTERPRISES INC15.0K shares0.00%2026-03-312026-05-13

AAPL

APPLE INC

18.00%

Shares73.9K

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORPORATION

0.82%

Shares66.3K

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

2.29%

Shares19.7K

Event2026-03-31

Filed2026-05-13

ISPY

PROSHARES TR

4.94%

Shares150.6K

Event2026-03-31

Filed2026-05-13

PVAL

PUTNAM ETF TRUST

-12.29%

Shares134.1K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

1.46%

Shares21.5K

Event2026-03-31

Filed2026-05-13

AIRR

FIRST TR EXCHANGE TRADED FD

-10.83%

Shares45.6K

Event2026-03-31

Filed2026-05-13

PJFG

PGIM ETF TR

-5.13%

Shares51.3K

Event2026-03-31

Filed2026-05-13

QCOC

FIRST TR EXCHNG TRADED FD VI

-23.81%

Shares216.7K

Event2026-03-31

Filed2026-05-13

MISL

FIRST TR EXCHANGE-TRADED FD

-14.71%

Shares105.4K

Event2026-03-31

Filed2026-05-13

HFXI

NEW YORK LIFE INVESTMENTS ET

42.33%

Shares140.1K

Event2026-03-31

Filed2026-05-13

AMZN

AMAZON COM INC

-0.18%

Shares21.4K

Event2026-03-31

Filed2026-05-13

PTRB

PGIM ETF TR

5.13%

Shares107.3K

Event2026-03-31

Filed2026-05-13

AVLV

AMERICAN CENTY ETF TR

-9.16%

Shares54.7K

Event2026-03-31

Filed2026-05-13

MFSG

MFS ACTIVE EXCHANGE TRADED F

-4.17%

Shares170.0K

Event2026-03-31

Filed2026-05-13

JPM

JPMORGAN CHASE & CO

29.01%

Shares13.8K

Event2026-03-31

Filed2026-05-13

RDVI

FIRST TR EXCHANGE-TRADED FD

2.87%

Shares156.5K

Event2026-03-31

Filed2026-05-13

UTES

ETFIS SER TR I

28.95%

Shares45.3K

Event2026-03-31

Filed2026-05-13

PGRO

PUTNAM ETF TRUST

-31.99%

Shares89.6K

Event2026-03-31

Filed2026-05-13

PLTR

PALANTIR TECHNOLOGIES INC

-0.04%

Shares24.5K

Event2026-03-31

Filed2026-05-13

LQTI

FIRST TR EXCHANGE-TRADED FD

5.97%

Shares181.3K

Event2026-03-31

Filed2026-05-13

GROZ

ZACKS TRUST

-3.73%

Shares127.9K

Event2026-03-31

Filed2026-05-13

TSLA

TESLA INC

1.45%

Shares9.3K

Event2026-03-31

Filed2026-05-13

COST

COSTCO WHOLESALE CORPORATION

-1.18%

Shares3.3K

Event2026-03-31

Filed2026-05-13

AGOX

STARBOARD INVT TR

-0.00%

Shares116.2K

Event2026-03-31

Filed2026-05-13

TDIV

FIRST TR EXCHANGE TRADED FD

-9.36%

Shares32.3K

Event2026-03-31

Filed2026-05-13

CGIC

CAPITAL GROUP INTERNATIONAL

72.50%

Shares88.8K

Event2026-03-31

Filed2026-05-13

CRTC

DBX ETF TR

-0.72%

Shares80.3K

Event2026-03-31

Filed2026-05-13

PAVE

GLOBAL X FDS

-10.05%

Shares55.3K

Event2026-03-31

Filed2026-05-13

BROADCOM INC

-34.67%

Shares9.1K

Event2026-03-31

Filed2026-05-13

GPIX

GOLDMAN SACHS ETF TR

-0.20%

Shares54.9K

Event2026-03-31

Filed2026-05-13