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

Currently, Prosperity Financial Group, Inc. holds 177 types of securities in its portfolio with a total value $272.6M. In the most recent quarter, they have increased their positions in CRTC (+76.6K shares, valued at $2.8M), CRM (+5.6K shares, valued at $1.3M), COWG (+35.3K shares, valued at $1.3M); decreased their positions in PLTR (-6.0K shares, valued at $1.1M), LLY (-765 shares, valued at $583.7K), QMAR (-13.6K shares, valued at $437.2K); initiated new positions in CRTC (+76.6K shares, valued at $2.8M), COWG (+35.3K shares, valued at $1.3M), FHYS (+41.6K shares, valued at $967.6K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC56.0K shares1.83%2025-09-302025-11-14

NVDA NVIDIA CORPORATION67.3K shares0.31%2025-09-302025-11-14

MSFT MICROSOFT CORP18.7K shares2.76%2025-09-302025-11-14

PVAL PUTNAM ETF TRUST169.5K shares4.28%2025-09-302025-11-14

QMAR FIRST TR EXCHNG TRADED FD VI208.3K shares-6.12%2025-09-302025-11-14

PGRO PUTNAM ETF TRUST132.4K shares4.06%2025-09-302025-11-14

PJFG PGIM ETF TR52.2K shares2.98%2025-09-302025-11-14

ISPY PROSHARES TR112.3K shares-5.26%2025-09-302025-11-14

Sponsored

MISL FIRST TR EXCHANGE-TRADED FD119.7K shares1.18%2025-09-302025-11-14

AIRR FIRST TR EXCHANGE TRADED FD49.7K shares-0.67%2025-09-302025-11-14

PLTR PALANTIR TECHNOLOGIES INC26.1K shares-18.56%2025-09-302025-11-14

GOOGL ALPHABET INC19.4K shares3.56%2025-09-302025-11-14

AMZN AMAZON COM INC20.5K shares-2.78%2025-09-302025-11-14

AVLV AMERICAN CENTY ETF TR59.7K shares-0.20%2025-09-302025-11-14

AVGO BROADCOM INC12.7K shares11.93%2025-09-302025-11-14

FRTY THE ALGER ETF TRUST187.2K shares0.32%2025-09-302025-11-14

Sponsored

RDVI FIRST TR EXCHANGE-TRADED FD155.3K shares10.21%2025-09-302025-11-14

CIBR FIRST TR EXCHANGE TRADED FD51.9K shares3.74%2025-09-302025-11-14

MFSG MFS ACTIVE EXCHANGE TRADED F135.2K shares-0.11%2025-09-302025-11-14

GROZ ZACKS TRUST126.6K shares4.79%2025-09-302025-11-14

GBTC GRAYSCALE BITCOIN TRUST ETF41.0K shares-6.46%2025-09-302025-11-14

PTRB PGIM ETF TR87.0K shares21.60%2025-09-302025-11-14

AGOX STARBOARD INVT TR116.2K shares5.24%2025-09-302025-11-14

LQTI FIRST TR EXCHANGE-TRADED FD170.0K shares2.03%2025-09-302025-11-14

Sponsored

QGRO AMERICAN CENTY ETF TR29.9K shares0.96%2025-09-302025-11-14

TSLA TESLA INC7.7K shares2.92%2025-09-302025-11-14

TDIV FIRST TR EXCHANGE TRADED FD33.9K shares5.15%2025-09-302025-11-14

JPM JPMORGAN CHASE & CO.10.4K shares42.58%2025-09-302025-11-14

JEPQ J P MORGAN EXCHANGE TRADED F56.0K shares2.56%2025-09-302025-11-14

JEPI J P MORGAN EXCHANGE TRADED F55.5K shares7.51%2025-09-302025-11-14

COST COSTCO WHSL CORP NEW3.4K shares2.24%2025-09-302025-11-14

META META PLATFORMS INC4.1K shares7.56%2025-09-302025-11-14

Sponsored

GPIX GOLDMAN SACHS ETF TR56.0K shares13.78%2025-09-302025-11-14

HFXI NEW YORK LIFE INVESTMENTS ET92.5K shares30.14%2025-09-302025-11-14

PAVE GLOBAL X FDS59.5K shares12.47%2025-09-302025-11-14

CRTC DBX ETF TR76.6K sharesnew addition2025-09-302025-11-14

RCL ROYAL CARIBBEAN GROUP7.4K shares7.25%2025-09-302025-11-14

V VISA INC6.8K shares5.47%2025-09-302025-11-14

SNDK SANDISK CORP18.3K shares7.93%2025-09-302025-11-14

SMIZ ZACKS TRUST53.4K shares0.05%2025-09-302025-11-14

Sponsored

SPY SPDR S&P 500 ETF TR3.0K shares3.71%2025-09-302025-11-14

ZS ZSCALER INC6.5K shares0.00%2025-09-302025-11-14

SKYY FIRST TR EXCHANGE TRADED FD13.9K shares7.58%2025-09-302025-11-14

ACGR AMERICAN CENTY ETF TR27.9K shares7.29%2025-09-302025-11-14

UBER UBER TECHNOLOGIES INC18.6K shares0.54%2025-09-302025-11-14

PBDC PUTNAM ETF TRUST55.0K shares13.36%2025-09-302025-11-14

RECS COLUMBIA ETF TR I41.9K shares5.72%2025-09-302025-11-14

HD HOME DEPOT INC4.1K shares-0.20%2025-09-302025-11-14

Sponsored

DBEF DBX ETF TR35.4K shares1.85%2025-09-302025-11-14

SHLD GLOBAL X FDS23.2K shares0.60%2025-09-302025-11-14

FDG AMERICAN CENTY ETF TR13.5K shares8.97%2025-09-302025-11-14

CRM SALESFORCE INC6.8K shares452.12%2025-09-302025-11-14

DTCR GLOBAL X FDS77.6K shares9.54%2025-09-302025-11-14

BUFZ FIRST TR EXCHNG TRADED FD VI59.4K shares7.91%2025-09-302025-11-14

SPYM SPDR SERIES TRUST19.4K shares8.50%2025-09-302025-11-14

GSLC GOLDMAN SACHS ETF TR11.4K shares4.22%2025-09-302025-11-14

Sponsored

FTCS FIRST TR EXCHANGE-TRADED FD15.5K shares-1.40%2025-09-302025-11-14

AMD ADVANCED MICRO DEVICES INC8.8K shares8.11%2025-09-302025-11-14

ETHE GRAYSCALE ETHEREUM TRUST ETF38.3K shares-9.34%2025-09-302025-11-14

BRK.B BERKSHIRE HATHAWAY INC DEL2.6K shares42.15%2025-09-302025-11-14

COWG PACER FDS TR35.3K sharesnew addition2025-09-302025-11-14

ETN EATON CORP PLC3.3K shares20.46%2025-09-302025-11-14

RSG REPUBLIC SVCS INC5.3K shares8.47%2025-09-302025-11-14

RACE FERRARI N V2.4K shares6.55%2025-09-302025-11-14

Sponsored

KLAC KLA CORP1.1K shares0.93%2025-09-302025-11-14

PSH PGIM ETF TR22.3K shares10.05%2025-09-302025-11-14

GOOG ALPHABET INC4.4K shares0.00%2025-09-302025-11-14

MMC MARSH & MCLENNAN COS INC5.3K shares-9.73%2025-09-302025-11-14

CAT CATERPILLAR INC2.2K shares7.98%2025-09-302025-11-14

ABBV ABBVIE INC4.5K shares0.44%2025-09-302025-11-14

CPLB NEW YORK LIFE INVTS ACTIVE E47.9K shares63.23%2025-09-302025-11-14

MA MASTERCARD INCORPORATED1.8K shares3.17%2025-09-302025-11-14

Sponsored

LLY ELI LILLY & CO1.3K shares-36.78%2025-09-302025-11-14

JPEF J P MORGAN EXCHANGE TRADED F13.4K shares17.94%2025-09-302025-11-14

PWR QUANTA SVCS INC2.4K shares10.59%2025-09-302025-11-14

FTRB FEDERATED HERMES ETF TRUST38.8K shares23.93%2025-09-302025-11-14

AFMC FIRST TR EXCHNG TRADED FD VI28.5K shares5.48%2025-09-302025-11-14

JNJ JOHNSON & JOHNSON5.3K shares0.80%2025-09-302025-11-14

SPTM SPDR SERIES TRUST12.1K shares-1.69%2025-09-302025-11-14

FHYS FEDERATED HERMES ETF TRUST41.6K sharesnew addition2025-09-302025-11-14

Sponsored

FLCV FEDERATED HERMES ETF TRUST30.9K shares-1.02%2025-09-302025-11-14

GPIQ GOLDMAN SACHS ETF TR17.7K shares4.22%2025-09-302025-11-14

IVV ISHARES TR1.4K shares-2.08%2025-09-302025-11-14

GRID FIRST TR EXCHANGE TRADED FD6.0K shares9.31%2025-09-302025-11-14

MPWR MONOLITHIC PWR SYS INC946 shares7.62%2025-09-302025-11-14

WTPI WISDOMTREE TR25.9K sharesnew addition2025-09-302025-11-14

UNH UNITEDHEALTH GROUP INC2.4K shares7.61%2025-09-302025-11-14

VUG VANGUARD INDEX FDS1.8K shares9.53%2025-09-302025-11-14

Sponsored

NOW SERVICENOW INC840 shares8.11%2025-09-302025-11-14

GLD SPDR GOLD TR2.2K shares0.60%2025-09-302025-11-14

CSM PROSHARES TR10.1K shares-7.38%2025-09-302025-11-14

TTWO TAKE-TWO INTERACTIVE SOFTWAR2.8K shares0.00%2025-09-302025-11-14

TOST TOAST INC19.3K shares4.85%2025-09-302025-11-14

WMT WALMART INC6.8K shares-4.80%2025-09-302025-11-14

IOT SAMSARA INC18.6K shares7.85%2025-09-302025-11-14

SPGI S&P GLOBAL INC1.4K shares7.07%2025-09-302025-11-14

Sponsored

VTI VANGUARD INDEX FDS2.0K shares48.35%2025-09-302025-11-14

PPA INVESCO EXCHANGE TRADED FD T4.3K shares0.00%2025-09-302025-11-14

LRCX LAM RESEARCH CORP5.0K shares5.14%2025-09-302025-11-14

IBM INTERNATIONAL BUSINESS MACHS2.3K shares-0.04%2025-09-302025-11-14

CVX CHEVRON CORP NEW4.0K shares2.24%2025-09-302025-11-14

INQQ EXCHANGE TRADED CONCEPTS TRU39.4K shares3.17%2025-09-302025-11-14

PDP INVESCO EXCHANGE TRADED FD T5.2K shares0.08%2025-09-302025-11-14

ISRG INTUITIVE SURGICAL INC1.4K shares9.41%2025-09-302025-11-14

Sponsored

PG PROCTER AND GAMBLE CO3.9K shares0.13%2025-09-302025-11-14

SDVY FIRST TR EXCHANGE-TRADED FD15.7K shares-7.17%2025-09-302025-11-14

SECR NEW YORK LIFE INVTS ACTIVE E20.8K shares164.11%2025-09-302025-11-14

DE DEERE & CO1.2K shares10.34%2025-09-302025-11-14

RDIV INVESCO EXCH TRADED FD TR II9.5K shares-0.54%2025-09-302025-11-14

TXT TEXTRON INC5.9K shares6.49%2025-09-302025-11-14

SO SOUTHERN CO5.2K shares-1.72%2025-09-302025-11-14

NFLX NETFLIX INC401 shares15.23%2025-09-302025-11-14

Sponsored

VTV VANGUARD INDEX FDS2.5K shares0.00%2025-09-302025-11-14

QJUN FIRST TR EXCHNG TRADED FD VI14.9K shares0.00%2025-09-302025-11-14

CSCO CISCO SYS INC6.2K shares0.03%2025-09-302025-11-14

QQQ INVESCO QQQ TR688 shares-6.39%2025-09-302025-11-14

MGC VANGUARD WORLD FD1.7K shares1.28%2025-09-302025-11-14

TDG TRANSDIGM GROUP INC296 shares5.71%2025-09-302025-11-14

MLM MARTIN MARIETTA MATLS INC613 shares8.69%2025-09-302025-11-14

DPZ DOMINOS PIZZA INC868 shares7.56%2025-09-302025-11-14

Sponsored

HEGD LISTED FDS TR14.9K shares-3.88%2025-09-302025-11-14

EMLP FIRST TR EXCHANGE-TRADED FD9.6K shares-3.70%2025-09-302025-11-14

BTC GRAYSCALE BITCOIN MINI TR ET7.1K shares-18.93%2025-09-302025-11-14

SPDW SPDR INDEX SHS FDS8.1K shares-2.67%2025-09-302025-11-14

WELL WELLTOWER INC1.9K shares1.14%2025-09-302025-11-14

SHOP SHOPIFY INC2.2K shares2.14%2025-09-302025-11-14

AJG GALLAGHER ARTHUR J & CO1.1K shares17.54%2025-09-302025-11-14

IEI ISHARES TR2.7K shares9.91%2025-09-302025-11-14

Sponsored

GS GOLDMAN SACHS GROUP INC394 shares21.60%2025-09-302025-11-14

XAR SPDR SERIES TRUST1.3K shares0.00%2025-09-302025-11-14

CGGR CAPITAL GROUP GROWTH ETF6.8K shares3.49%2025-09-302025-11-14

IWV ISHARES TR782 shares-0.13%2025-09-302025-11-14

GJUN FIRST TR EXCHNG TRADED FD VI7.6K shares0.00%2025-09-302025-11-14

XLE SELECT SECTOR SPDR TR3.3K shares-2.13%2025-09-302025-11-14

LVHI LEGG MASON ETF INVT8.3K shares19.19%2025-09-302025-11-14

LGLV SPDR SERIES TRUST1.6K shares-1.54%2025-09-302025-11-14

Sponsored

EQIX EQUINIX INC357 shares18.21%2025-09-302025-11-14

ABT ABBOTT LABS2.1K shares-0.62%2025-09-302025-11-14

BR BROADRIDGE FINL SOLUTIONS IN1.2K shares-0.09%2025-09-302025-11-14

IWF ISHARES TR583 shares-0.17%2025-09-302025-11-14

GAIN GLADSTONE INVT CORP19.4K shares-21.46%2025-09-302025-11-14

IWM ISHARES TR1.1K shares0.00%2025-09-302025-11-14

PH PARKER-HANNIFIN CORP351 shares2.03%2025-09-302025-11-14

AVUS AMERICAN CENTY ETF TR2.4K shares-6.50%2025-09-302025-11-14

Sponsored

KNG FIRST TR EXCHANGE-TRADED FD5.4K shares-24.22%2025-09-302025-11-14

KO COCA COLA CO4.0K shares3.89%2025-09-302025-11-14

BUFR FIRST TR EXCHNG TRADED FD VI7.5K shares0.00%2025-09-302025-11-14

COHR COHERENT CORP2.2K sharesnew addition2025-09-302025-11-14

DVY ISHARES TR1.6K shares0.00%2025-09-302025-11-14

DUK DUKE ENERGY CORP NEW1.9K shares-1.61%2025-09-302025-11-14

XOM EXXON MOBIL CORP2.1K shares0.63%2025-09-302025-11-14

TLN TALEN ENERGY CORP546 sharesnew addition2025-09-302025-11-14

Sponsored

MGK VANGUARD WORLD FD573 sharesnew addition2025-09-302025-11-14

PULS PGIM ETF TR4.6K shares0.13%2025-09-302025-11-14

CNEQ THE ALGER ETF TRUST6.3K sharesnew addition2025-09-302025-11-14

SPHQ INVESCO EXCHANGE TRADED FD T3.0K shares6.50%2025-09-302025-11-14

BWX SPDR SERIES TRUST9.4K shares-0.89%2025-09-302025-11-14

CMS CMS ENERGY CORP3.0K shares0.03%2025-09-302025-11-14

PEP PEPSICO INC1.5K sharesnew addition2025-09-302025-11-14

ADP AUTOMATIC DATA PROCESSING IN730 sharesnew addition2025-09-302025-11-14

Sponsored

SOXX ISHARES TR780 sharesnew addition2025-09-302025-11-14

JAAA JANUS DETROIT STR TR4.2K sharesnew addition2025-09-302025-11-14

AEE AMEREN CORP2.0K sharesnew addition2025-09-302025-11-14

DIS DISNEY WALT CO1.8K shares13.28%2025-09-302025-11-14

PFE PFIZER INC8.1K shares-15.82%2025-09-302025-11-14

CRWD CROWDSTRIKE HLDGS INC415 shares-4.16%2025-09-302025-11-14

LHX L3HARRIS TECHNOLOGIES INC665 sharesnew addition2025-09-302025-11-14

ET ENERGY TRANSFER L P10.9K shares3.32%2025-09-302025-11-14

Sponsored

NIO NIO INC24.4K shares-4.31%2025-09-302025-11-14

CLSK CLEANSPARK INC12.3K shares0.00%2025-09-302025-11-14

BABA ALIBABA GROUP HLDG LTD566 sharesnew addition2025-09-302025-11-14

OPEN OPENDOOR TECHNOLOGIES INC4.8K sharesnew addition2025-09-302025-11-14

COIN COINBASE GLOBAL INC97 sharesnew addition2025-09-302025-11-14

SLS SELLAS LIFE SCIENCES GROUP I18.5K shares12.12%2025-09-302025-11-14

INVZ INNOVIZ TECHNOLOGIES LTD7.5K sharesnew addition2025-09-302025-11-14

HTCR HEARTCORE ENTERPRISES INC15.0K shares-30.23%2025-09-302025-11-14

Sponsored

CRDL CARDIOL THERAPEUTICS INC5.0K sharesnew addition2025-09-302025-11-14

Call Option Holdings

COIN Call CallCOINBASE GLOBAL INC500 sharesnew addition2025-09-302025-11-14

BABA Call CallALIBABA GROUP HLDG LTD700 sharesnew addition2025-09-302025-11-14

OPEN Call CallOPENDOOR TECHNOLOGIES INC9.7K sharesnew addition2025-09-302025-11-14

NIO Call CallNIO INC7.5K sharesnew addition2025-09-302025-11-14

CRDL Call CallCARDIOL THERAPEUTICS INC25.0K sharesnew addition2025-09-302025-11-14

INVZ Call CallINNOVIZ TECHNOLOGIES LTD10.0K sharesnew addition2025-09-302025-11-14

Put Option Holdings

TSLA Put PutTESLA INC500 sharesnew addition2025-09-302025-11-14

NVDA Put PutNVIDIA CORPORATION1.0K sharesnew addition2025-09-302025-11-14