Prosperity Financial Group, Inc. Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$200.9B
Holdings
161
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (161 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | HUBSHUBSPOT INC | 711 | $406.2M | 0.20% | |
| 102 | CSCOCISCO SYS INC | 6,527 | $402.8M | 0.20% | |
| 103 | SHYISHARES TR | 4,795 | $396.7M | 0.20% | |
| 104 | TXTTEXTRON INC | 5,481 | $396.0M | 0.20% | |
| 105 | QJUNFIRST TR EXCHNG TRADED FD VI | 14,938 | $395.1M | 0.20% | |
| 106 | XLESELECT SECTOR SPDR TR | 4,213 | $393.7M | 0.20% | |
| 107 | T7DTRANSDIGM GROUP INC | 283 | $391.5M | 0.19% | |
| 108 | EMLPFIRST TR EXCHANGE-TRADED FD | 10,377 | $389.0M | 0.19% | |
| 109 | ADBEADOBE INC | 988 | $378.9M | 0.19% | |
| 110 | VTIVANGUARD INDEX FDS | 1,354 | $372.0M | 0.19% | |
| 111 | DPZDOMINOS PIZZA INC | 794 | $364.8M | 0.18% | |
| 112 | NFLXNETFLIX INC | 383 | $357.2M | 0.18% | |
| 113 | NDQINVESCO QQQ TR | 732 | $343.4M | 0.17% | |
| 114 | CPLBNEW YORK LIFE INVTS ACTIVE E | 16,117 | $342.5M | 0.17% | |
| 115 | LRCXLAM RESEARCH CORP | 4,688 | $340.8M | 0.17% | |
| 116 | SPDWSPDR INDEX SHS FDS | 9,288 | $338.2M | 0.17% | |
| 117 | RDIVINVESCO EXCH TRADED FD TR II | 6,885 | $336.1M | 0.17% | |
| 118 | BTCGRAYSCALE BITCOIN MINI TR ET | 8,705 | $317.6M | 0.16% | |
| 119 | CRMSALESFORCE INC | 1,182 | $317.3M | 0.16% | |
| 120 | AQLTISHARES TR | 13,574 | $312.0M | 0.16% | |
| 121 | KNGFIRST TR EXCHANGE-TRADED FD | 6,098 | $308.1M | 0.15% | |
| 122 | KOCOCA COLA CO | 4,163 | $298.1M | 0.15% | |
| 123 | MGCVANGUARD WORLD FD | 1,472 | $296.4M | 0.15% | |
| 124 | WELLWELLTOWER INC | 1,924 | $294.8M | 0.15% | |
| 125 | ABTABBOTT LABS | 2,194 | $291.0M | 0.14% | |
| 126 | WDAYWORKDAY INC | 1,191 | $278.1M | 0.14% | |
| 127 | MLMMARTIN MARIETTA MATLS INC | 572 | $273.5M | 0.14% | |
| 128 | XOMEXXON MOBIL CORP | 2,254 | $268.0M | 0.13% | |
| 129 | GJUNFIRST TR EXCHNG TRADED FD VI | 7,561 | $265.9M | 0.13% | |
| 130 | IWVISHARES TR | 783 | $248.6M | 0.12% | |
| 131 | EQIXEQUINIX INC | 302 | $246.2M | 0.12% | |
| 132 | PFEPFIZER INC | 9,582 | $242.8M | 0.12% | |
| 133 | PHPARKER-HANNIFIN CORP | 389 | $236.5M | 0.12% | |
| 134 | CMSCMS ENERGY CORP | 3,116 | $234.0M | 0.12% | |
| 135 | DUKDUKE ENERGY CORP NEW | 1,896 | $231.3M | 0.12% | |
| 136 | XARSPDR SER TR | 1,420 | $228.2M | 0.11% | |
| 137 | IWMISHARES TR | 1,144 | $228.1M | 0.11% | |
| 138 | ZTSZOETIS INC | 1,380 | $227.3M | 0.11% | |
| 139 | DGROISHARES TR | 3,673 | $226.9M | 0.11% | |
| 140 | PEPPEPSICO INC | 1,498 | $224.6M | 0.11% | |
| 141 | AVUSAMERICAN CENTY ETF TR | 2,415 | $223.1M | 0.11% | |
| 142 | BUFRFIRST TR EXCHNG TRADED FD VI | 7,491 | $222.4M | 0.11% | |
| 143 | IHIISHARES TR | 3,694 | $222.3M | 0.11% | |
| 144 | AEPAMERICAN ELEC PWR CO INC | 2,023 | $221.1M | 0.11% | |
| 145 | SHOPSHOPIFY INC | 2,260 | $215.8M | 0.11% | |
| 146 | WMWASTE MGMT INC DEL | 928 | $214.8M | 0.11% | |
| 147 | HEGDLISTED FD TR | 9,797 | $214.6M | 0.11% | |
| 148 | LMTLOCKHEED MARTIN CORP | 479 | $214.2M | 0.11% | |
| 149 | CGGRCAPITAL GROUP GROWTH ETF | 6,244 | $213.9M | 0.11% | |
| 150 | ADPAUTOMATIC DATA PROCESSING IN | 691 | $211.1M | 0.11% | |
| 151 | IWFISHARES TR | 565 | $204.0M | 0.10% | |
| 152 | MCDMCDONALDS CORP | 652 | $203.7M | 0.10% | |
| 153 | AEEAMEREN CORP | 2,017 | $202.5M | 0.10% | |
| 154 | FXNFIRST TR EXCHANGE TRADED FD | 11,796 | $194.9M | 0.10% | |
| 155 | ETENERGY TRANSFER L P | 10,050 | $186.8M | 0.09% | |
| 156 | NIONIO INC | 38,900 | $148.2M | 0.07% | Call |
| 157 | MPTMEDICAL PPTYS TRUST INC | 14,962 | $90.2M | 0.04% | |
| 158 | CLSKCLEANSPARK INC | 12,295 | $82.6M | 0.04% | |
| 159 | QSQUANTUMSCAPE CORP | 12,000 | $49.9M | 0.02% | Call |
| 160 | HTCRHEARTCORE ENTERPRISES INC | 46,500 | $34.9M | 0.02% | |
| 161 | SLSSELLAS LIFE SCIENCES GROUP I | 16,500 | $17.8M | 0.01% |
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