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

Currently, Prosperity Financial Group, Inc. holds 180 types of securities in its portfolio with a total value $277.5M. In the most recent quarter, they have increased their positions in QCOC (+284.4K shares, valued at $6.4M), UTES (+35.1K shares, valued at $2.8M), AAPL (+6.6K shares, valued at $1.8M); decreased their positions in FRTY (-174.2K shares, valued at $3.7M), JEPQ (-46.9K shares, valued at $2.7M), JEPI (-42.0K shares, valued at $2.4M); initiated new positions in QCOC (+284.4K shares, valued at $6.4M), UTES (+35.1K shares, valued at $2.8M), CGIC (+51.5K shares, valued at $1.7M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC62.6K shares11.86%2025-12-312026-01-26

NVDA NVIDIA CORPORATION65.7K shares-2.31%2025-12-312026-01-26

MSFT MICROSOFT CORP19.2K shares2.68%2025-12-312026-01-26

PVAL PUTNAM ETF TRUST152.9K shares-9.76%2025-12-312026-01-26

ALPHABET INC ALPHABET INC21.2K shares9.50%2025-12-312026-01-26

ISPY PROSHARES TR143.5K shares27.81%2025-12-312026-01-26

QCOC FIRST TR EXCHNG TRADED FD VI284.4K sharesnew addition2025-12-312026-01-26

PJFG PGIM ETF TR54.0K shares3.49%2025-12-312026-01-26

Sponsored

PGRO PUTNAM ETF TRUST131.8K shares-0.51%2025-12-312026-01-26

MISL FIRST TR EXCHANGE-TRADED FD123.6K shares3.29%2025-12-312026-01-26

AIRR FIRST TR EXCHANGE TRADED FD51.2K shares3.04%2025-12-312026-01-26

MFSG MFS ACTIVE EXCHANGE TRADED F177.3K shares31.18%2025-12-312026-01-26

AMZN AMAZON COM INC21.5K shares4.63%2025-12-312026-01-26

BROADCOM INC BROADCOM INC13.9K shares9.01%2025-12-312026-01-26

SNDK SANDISK CORP19.6K shares6.85%2025-12-312026-01-26

AVLV AMERICAN CENTY ETF TR60.2K shares0.87%2025-12-312026-01-26

Sponsored

PLTR PALANTIR TECHNOLOGIES INC24.5K shares-6.22%2025-12-312026-01-26

PTRB PGIM ETF TR102.1K shares17.30%2025-12-312026-01-26

TSLA TESLA INC9.1K shares19.27%2025-12-312026-01-26

RDVI FIRST TR EXCHANGE-TRADED FD152.1K shares-2.05%2025-12-312026-01-26

GROZ ZACKS TRUST132.8K shares4.95%2025-12-312026-01-26

TDIV FIRST TR EXCHANGE TRADED FD35.6K shares5.21%2025-12-312026-01-26

LQTI FIRST TR EXCHANGE-TRADED FD171.0K shares0.60%2025-12-312026-01-26

JPM JPMORGAN CHASE & CO.10.7K shares2.60%2025-12-312026-01-26

Sponsored

AGOX STARBOARD INVT TR116.2K shares0.04%2025-12-312026-01-26

HFXI NEW YORK LIFE INVESTMENTS ET98.4K shares6.44%2025-12-312026-01-26

META META PLATFORMS INC4.6K shares11.12%2025-12-312026-01-26

CRTC DBX ETF TR80.9K shares5.67%2025-12-312026-01-26

PAVE GLOBAL X FDS61.4K shares3.30%2025-12-312026-01-26

COST COSTCO WHSL CORP NEW3.4K shares0.30%2025-12-312026-01-26

GPIX GOLDMAN SACHS ETF TR55.0K shares-1.87%2025-12-312026-01-26

CIBR FIRST TR EXCHANGE TRADED FD40.5K shares-21.87%2025-12-312026-01-26

Sponsored

UTES ETFIS SER TR I35.1K sharesnew addition2025-12-312026-01-26

GBTC GRAYSCALE BITCOIN TRUST ETF39.1K shares-4.84%2025-12-312026-01-26

AMD ADVANCED MICRO DEVICES INC9.5K shares8.34%2025-12-312026-01-26

QGRO AMERICAN CENTY ETF TR17.5K shares-41.54%2025-12-312026-01-26

SMIZ ZACKS TRUST53.3K shares-0.25%2025-12-312026-01-26

ACGR AMERICAN CENTY ETF TR29.6K shares6.09%2025-12-312026-01-26

SKYY FIRST TR EXCHANGE TRADED FD14.9K shares7.15%2025-12-312026-01-26

SPY SPDR S&P 500 ETF TR2.8K shares-5.94%2025-12-312026-01-26

Sponsored

FDG AMERICAN CENTY ETF TR14.5K shares7.25%2025-12-312026-01-26

CRM SALESFORCE INC6.9K shares1.46%2025-12-312026-01-26

DTCR GLOBAL X FDS83.0K shares6.95%2025-12-312026-01-26

BUFZ FIRST TR EXCHNG TRADED FD VI65.9K shares11.10%2025-12-312026-01-26

RECS COLUMBIA ETF TR I42.1K shares0.36%2025-12-312026-01-26

V VISA INC4.8K shares-29.88%2025-12-312026-01-26

CGIC CAPITAL GROUP INTERNATIONAL51.5K sharesnew addition2025-12-312026-01-26

SPYM SPDR SERIES TRUST20.3K shares4.75%2025-12-312026-01-26

Sponsored

LLY ELI LILLY & CO1.5K shares13.31%2025-12-312026-01-26

FTCS FIRST TR EXCHANGE-TRADED FD16.7K shares7.74%2025-12-312026-01-26

SHLD GLOBAL X FDS23.6K shares1.38%2025-12-312026-01-26

MFSV MFS ACTIVE EXCHANGE TRADED F57.5K sharesnew addition2025-12-312026-01-26

UBER UBER TECHNOLOGIES INC18.6K shares0.20%2025-12-312026-01-26

GSLC GOLDMAN SACHS ETF TR11.4K shares-0.38%2025-12-312026-01-26

ZS ZSCALER INC6.5K shares-0.05%2025-12-312026-01-26

CAT CATERPILLAR INC2.5K shares13.24%2025-12-312026-01-26

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.6K shares0.58%2025-12-312026-01-26

HD HOME DEPOT INC3.8K shares-7.93%2025-12-312026-01-26

COWG PACER FDS TR35.4K shares0.21%2025-12-312026-01-26

KLAC KLA CORP998 shares-8.10%2025-12-312026-01-26

EATON CORP PLC EATON CORP PLC3.7K shares10.17%2025-12-312026-01-26

CGCB CAPITAL GRP FIXED INCM ETF T42.7K sharesnew addition2025-12-312026-01-26

VIK VIKING HOLDINGS LTD15.6K sharesnew addition2025-12-312026-01-26

PWR QUANTA SVCS INC2.6K shares7.73%2025-12-312026-01-26

Sponsored

JNJ JOHNSON & JOHNSON5.1K shares-3.78%2025-12-312026-01-26

MA MASTERCARD INCORPORATED1.8K shares-0.39%2025-12-312026-01-26

ABBV ABBVIE INC4.5K shares-1.94%2025-12-312026-01-26

AFMC FIRST TR EXCHNG TRADED FD VI29.2K shares2.59%2025-12-312026-01-26

ALPHABET INC ALPHABET INC3.2K shares-27.80%2025-12-312026-01-26

RCL ROYAL CARIBBEAN GROUP3.6K shares-51.78%2025-12-312026-01-26

GRID FIRST TR EXCHANGE TRADED FD6.5K shares9.53%2025-12-312026-01-26

LAM RESEARCH CORP LAM RESEARCH CORP5.8K shares16.65%2025-12-312026-01-26

Sponsored

SCIO FIRST TR EXCHANGE-TRADED FD47.5K sharesnew addition2025-12-312026-01-26

RACE FERRARI N V2.6K shares8.36%2025-12-312026-01-26

FLCV FEDERATED HERMES ETF TRUST31.2K shares0.84%2025-12-312026-01-26

JPEF J P MORGAN EXCHANGE TRADED F12.9K shares-3.91%2025-12-312026-01-26

SPTM SPDR SERIES TRUST11.6K shares-4.05%2025-12-312026-01-26

VTI VANGUARD INDEX FDS2.8K shares39.99%2025-12-312026-01-26

CPLB NEW YORK LIFE INVTS ACTIVE E44.4K shares-7.31%2025-12-312026-01-26

MPWR MONOLITHIC PWR SYS INC1.0K shares9.83%2025-12-312026-01-26

Sponsored

ETHE GRAYSCALE ETHEREUM TRUST ETF38.3K shares0.00%2025-12-312026-01-26

IVV ISHARES TR1.4K shares-0.29%2025-12-312026-01-26

FTRB FEDERATED HERMES ETF TRUST36.4K shares-6.34%2025-12-312026-01-26

GPIQ GOLDMAN SACHS ETF TR17.1K shares-3.85%2025-12-312026-01-26

VUG VANGUARD INDEX FDS1.8K shares1.31%2025-12-312026-01-26

ALAB ASTERA LABS INC5.2K sharesnew addition2025-12-312026-01-26

UNH UNITEDHEALTH GROUP INC2.5K shares4.21%2025-12-312026-01-26

WTPI WISDOMTREE TR25.0K shares-3.39%2025-12-312026-01-26

Sponsored

ISRG INTUITIVE SURGICAL INC1.4K shares6.10%2025-12-312026-01-26

RSG REPUBLIC SVCS INC3.8K shares-28.58%2025-12-312026-01-26

CSM PROSHARES TR9.9K shares-1.94%2025-12-312026-01-26

WMT WALMART INC7.0K shares2.69%2025-12-312026-01-26

JEPI J P MORGAN EXCHANGE TRADED F13.5K shares-75.74%2025-12-312026-01-26

GLD SPDR GOLD TR1.9K shares-10.38%2025-12-312026-01-26

TOST TOAST INC20.8K shares7.97%2025-12-312026-01-26

AAAU GOLDMAN SACHS PHYSICAL GOLD16.9K sharesnew addition2025-12-312026-01-26

Sponsored

TTWO TAKE-TWO INTERACTIVE SOFTWAR2.8K shares-0.04%2025-12-312026-01-26

IOT SAMSARA INC20.1K shares8.05%2025-12-312026-01-26

NOW SERVICENOW INC4.5K shares434.05%2025-12-312026-01-26

IEI ISHARES TR5.7K shares114.57%2025-12-312026-01-26

PPA INVESCO EXCHANGE TRADED FD T4.3K shares0.02%2025-12-312026-01-26

DBEF DBX ETF TR13.6K shares-61.55%2025-12-312026-01-26

IBM INTERNATIONAL BUSINESS MACHS2.1K shares-8.47%2025-12-312026-01-26

RDIV INVESCO EXCH TRADED FD TR II11.9K shares25.24%2025-12-312026-01-26

Sponsored

SECR NEW YORK LIFE INVTS ACTIVE E24.0K shares15.59%2025-12-312026-01-26

CVX CHEVRON CORP NEW4.0K shares1.44%2025-12-312026-01-26

SDVY FIRST TR EXCHANGE-TRADED FD15.9K shares1.33%2025-12-312026-01-26

PDP INVESCO EXCHANGE TRADED FD T5.2K shares0.02%2025-12-312026-01-26

DE DEERE & CO1.3K shares7.93%2025-12-312026-01-26

ITWO PROSHARES TR14.4K sharesnew addition2025-12-312026-01-26

TXT TEXTRON INC6.3K shares7.33%2025-12-312026-01-26

PG PROCTER AND GAMBLE CO3.7K shares-3.73%2025-12-312026-01-26

Sponsored

JEPQ J P MORGAN EXCHANGE TRADED F9.1K shares-83.78%2025-12-312026-01-26

CSCO CISCO SYS INC6.7K shares8.54%2025-12-312026-01-26

QJUN FIRST TR EXCHNG TRADED FD VI14.9K shares0.00%2025-12-312026-01-26

EMLP FIRST TR EXCHANGE-TRADED FD12.4K shares28.69%2025-12-312026-01-26

SO SOUTHERN CO4.9K shares-4.73%2025-12-312026-01-26

TDG TRANSDIGM GROUP INC321 shares8.45%2025-12-312026-01-26

MGC VANGUARD WORLD FD1.7K shares0.60%2025-12-312026-01-26

MLM MARTIN MARIETTA MATLS INC659 shares7.50%2025-12-312026-01-26

Sponsored

GS GOLDMAN SACHS GROUP INC465 shares18.02%2025-12-312026-01-26

COHERENT CORP COHERENT CORP2.2K shares0.00%2025-12-312026-01-26

SHOP SHOPIFY INC2.4K shares8.90%2025-12-312026-01-26

DPZ DOMINOS PIZZA INC927 shares6.80%2025-12-312026-01-26

FFOG FRANKLIN TEMPLETON ETF TR8.1K sharesnew addition2025-12-312026-01-26

HEGD LISTED FDS TR14.4K shares-3.40%2025-12-312026-01-26

WELL WELLTOWER INC1.9K shares0.05%2025-12-312026-01-26

PSH PGIM ETF TR6.7K shares-69.90%2025-12-312026-01-26

Sponsored

LVHI LEGG MASON ETF INVT8.9K shares8.09%2025-12-312026-01-26

JAAA JANUS DETROIT STR TR6.4K shares53.63%2025-12-312026-01-26

PH PARKER-HANNIFIN CORP365 shares3.99%2025-12-312026-01-26

XAR SPDR SERIES TRUST1.3K shares0.00%2025-12-312026-01-26

SPDW SPDR INDEX SHS FDS7.2K shares-11.68%2025-12-312026-01-26

GBIL GOLDMAN SACHS ETF TR3.1K sharesnew addition2025-12-312026-01-26

CGGR CAPITAL GROUP GROWTH ETF6.8K shares1.21%2025-12-312026-01-26

EQIX EQUINIX INC396 shares10.92%2025-12-312026-01-26

Sponsored

IWV ISHARES TR783 shares0.13%2025-12-312026-01-26

WDAY WORKDAY INC1.4K sharesnew addition2025-12-312026-01-26

AXP AMERICAN EXPRESS CO809 sharesnew addition2025-12-312026-01-26

GJUN FIRST TR EXCHNG TRADED FD VI7.6K shares0.00%2025-12-312026-01-26

LGLV SPDR SERIES TRUST1.6K shares0.00%2025-12-312026-01-26

FIRST TR EXCHANGE TRADED FD FIRST TR EXCHANGE TRADED FD8.6K sharesnew addition2025-12-312026-01-26

CNEQ THE ALGER ETF TRUST8.0K shares26.34%2025-12-312026-01-26

FRTY THE ALGER ETF TRUST12.9K shares-93.09%2025-12-312026-01-26

Sponsored

IWM ISHARES TR1.1K shares0.09%2025-12-312026-01-26

IWF ISHARES TR565 shares-3.09%2025-12-312026-01-26

KO COCA COLA CO3.8K shares-3.39%2025-12-312026-01-26

AVUS AMERICAN CENTY ETF TR2.3K shares-3.93%2025-12-312026-01-26

ABT ABBOTT LABS2.1K shares0.48%2025-12-312026-01-26

BUFR FIRST TR EXCHNG TRADED FD VI7.5K shares0.00%2025-12-312026-01-26

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET6.5K shares-7.30%2025-12-312026-01-26

XOM EXXON MOBIL CORP2.1K shares0.00%2025-12-312026-01-26

Sponsored

STRL STERLING INFRASTRUCTURE INC799 sharesnew addition2025-12-312026-01-26

NFLX NETFLIX INC2.6K shares550.37%2025-12-312026-01-26

DVY ISHARES TR1.7K shares3.04%2025-12-312026-01-26

BR BROADRIDGE FINL SOLUTIONS IN1.1K shares-7.11%2025-12-312026-01-26

RDVY FIRST TR EXCHANGE TRADED FD3.4K sharesnew addition2025-12-312026-01-26

DIS DISNEY WALT CO2.1K shares13.40%2025-12-312026-01-26

MGK VANGUARD WORLD FD573 shares0.00%2025-12-312026-01-26

LHX L3HARRIS TECHNOLOGIES INC794 shares19.40%2025-12-312026-01-26

Sponsored

ADP AUTOMATIC DATA PROCESSING IN874 shares19.73%2025-12-312026-01-26

KNG FIRST TR EXCHANGE-TRADED FD4.6K shares-15.16%2025-12-312026-01-26

GAIN GLADSTONE INVT CORP16.0K shares-17.53%2025-12-312026-01-26

SPHQ INVESCO EXCHANGE TRADED FD T2.9K shares-1.87%2025-12-312026-01-26

MMC MARSH & MCLENNAN COS INC1.2K shares-77.80%2025-12-312026-01-26

QCOM QUALCOMM INC1.3K sharesnew addition2025-12-312026-01-26

AJG GALLAGHER ARTHUR J & CO826 shares-22.95%2025-12-312026-01-26

DIVI FRANKLIN TEMPLETON ETF TR5.4K sharesnew addition2025-12-312026-01-26

Sponsored

DGRO ISHARES TR3.0K sharesnew addition2025-12-312026-01-26

TLN TALEN ENERGY CORP563 shares3.11%2025-12-312026-01-26

INVESCO QQQ TR INVESCO QQQ TR340 shares-50.58%2025-12-312026-01-26

DIA SPDR DOW JONES INDL AVERAGE425 sharesnew addition2025-12-312026-01-26

TFPN TIDAL TRUST II7.9K sharesnew addition2025-12-312026-01-26

AEE AMEREN CORP2.0K shares0.20%2025-12-312026-01-26

ET ENERGY TRANSFER L P10.3K shares-5.96%2025-12-312026-01-26

NIO NIO INC24.4K shares0.00%2025-12-312026-01-26

Sponsored

CLSK CLEANSPARK INC12.3K shares0.00%2025-12-312026-01-26

ORCL ORACLE CORP447 sharesnew addition2025-12-312026-01-26

INVZ INNOVIZ TECHNOLOGIES LTD7.5K shares0.00%2025-12-312026-01-26

HTCR HEARTCORE ENTERPRISES INC15.0K shares0.00%2025-12-312026-01-26

Call Option Holdings

ORCL Call CallORACLE CORP800 sharesnew addition2025-12-312026-01-26

NIO Call CallNIO INC7.5K shares0.00%2025-12-312026-01-26

INVZ Call CallINNOVIZ TECHNOLOGIES LTD10.0K shares0.00%2025-12-312026-01-26

Put Option Holdings

TSLA Put PutTESLA INC500 shares0.00%2025-12-312026-01-26