Prosperity Financial Group, Inc. Q2 2025 Filing
Filed July 30, 2025
Portfolio Value
$235.5B
Holdings
163
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (163 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | DEDEERE & CO | 1,074 | $545.9M | 0.23% | |
| 102 | SOSOUTHERN CO | 5,245 | $481.6M | 0.20% | |
| 103 | NFLXNETFLIX INC | 348 | $466.0M | 0.20% | |
| 104 | LRCXLAM RESEARCH CORP | 4,724 | $459.8M | 0.20% | |
| 105 | RDIVINVESCO EXCH TRADED FD TR II | 9,585 | $458.7M | 0.19% | |
| 106 | VTVVANGUARD INDEX FDS | 2,504 | $442.6M | 0.19% | |
| 107 | QJUNFIRST TR EXCHNG TRADED FD VI | 14,930 | $441.5M | 0.19% | |
| 108 | TXTTEXTRON INC | 5,498 | $441.4M | 0.19% | |
| 109 | CSCOCISCO SYS INC | 6,159 | $427.3M | 0.18% | |
| 110 | T7DTRANSDIGM GROUP INC | 280 | $425.8M | 0.18% | |
| 111 | BTCGRAYSCALE BITCOIN MINI TR ET | 8,705 | $415.7M | 0.18% | |
| 112 | VTIVANGUARD INDEX FDS | 1,367 | $415.4M | 0.18% | |
| 113 | NDQINVESCO QQQ TR | 735 | $405.7M | 0.17% | |
| 114 | HUBSHUBSPOT INC | 713 | $396.9M | 0.17% | |
| 115 | EMLPFIRST TR EXCHANGE-TRADED FD | 9,976 | $374.2M | 0.16% | |
| 116 | MGCVANGUARD WORLD FD | 1,639 | $368.6M | 0.16% | |
| 117 | HEGDLISTED FDS TR | 15,499 | $364.2M | 0.15% | |
| 118 | DPZDOMINOS PIZZA INC | 807 | $363.6M | 0.15% | |
| 119 | GAINGLADSTONE INVT CORP | 24,700 | $352.5M | 0.15% | |
| 120 | KNGFIRST TR EXCHANGE-TRADED FD | 7,094 | $348.3M | 0.15% | |
| 121 | SPDWSPDR INDEX SHS FDS | 8,341 | $337.7M | 0.14% | |
| 122 | CRMSALESFORCE INC | 1,228 | $334.7M | 0.14% | |
| 123 | MLMMARTIN MARIETTA MATLS INC | 564 | $309.6M | 0.13% | |
| 124 | WELLWELLTOWER INC | 1,925 | $295.9M | 0.13% | |
| 125 | AJGGALLAGHER ARTHUR J & CO | 912 | $291.9M | 0.12% | |
| 126 | IEIISHARES TR | 2,423 | $288.6M | 0.12% | |
| 127 | GJUNFIRST TR EXCHNG TRADED FD VI | 7,556 | $284.1M | 0.12% | |
| 128 | ABTABBOTT LABS | 2,085 | $283.6M | 0.12% | |
| 129 | LGLVSPDR SERIES TRUST | 1,621 | $283.0M | 0.12% | |
| 130 | XLESELECT SECTOR SPDR TR | 3,328 | $282.2M | 0.12% | |
| 131 | BRBROADRIDGE FINL SOLUTIONS IN | 1,154 | $280.5M | 0.12% | |
| 132 | XARSPDR SERIES TRUST | 1,320 | $278.4M | 0.12% | |
| 133 | IWVISHARES TR | 783 | $274.7M | 0.12% | |
| 134 | KOCOCA COLA CO | 3,809 | $269.5M | 0.11% | |
| 135 | CGGRCAPITAL GROUP GROWTH ETF | 6,525 | $265.2M | 0.11% | |
| 136 | AVUSAMERICAN CENTY ETF TR | 2,614 | $263.5M | 0.11% | |
| 137 | SHOPSHOPIFY INC | 2,201 | $253.9M | 0.11% | |
| 138 | IWFISHARES TR | 584 | $248.0M | 0.11% | |
| 139 | PHPARKER-HANNIFIN CORP | 344 | $240.3M | 0.10% | |
| 140 | EQIXEQUINIX INC | 302 | $240.2M | 0.10% | |
| 141 | IWMISHARES TR | 1,104 | $238.3M | 0.10% | |
| 142 | BUFRFIRST TR EXCHNG TRADED FD VI | 7,491 | $238.2M | 0.10% | |
| 143 | PFEPFIZER INC | 9,651 | $233.9M | 0.10% | |
| 144 | GSGOLDMAN SACHS GROUP INC | 324 | $229.3M | 0.10% | |
| 145 | PULSPGIM ETF TR | 4,606 | $229.2M | 0.10% | |
| 146 | DUKDUKE ENERGY CORP NEW | 1,920 | $226.6M | 0.10% | |
| 147 | LVHILEGG MASON ETF INVT | 6,925 | $225.4M | 0.10% | |
| 148 | BWXSPDR SERIES TRUST | 9,511 | $223.4M | 0.09% | |
| 149 | XOMEXXON MOBIL CORP | 2,058 | $221.9M | 0.09% | |
| 150 | CRWDCROWDSTRIKE HLDGS INC | 433 | $220.5M | 0.09% | |
| 151 | AQLTISHARES TR | 1,647 | $218.7M | 0.09% | |
| 152 | LMTLOCKHEED MARTIN CORP | 470 | $217.6M | 0.09% | |
| 153 | WMWASTE MGMT INC DEL | 934 | $213.7M | 0.09% | |
| 154 | SECRNEW YORK LIFE INVTS ACTIVE E | 7,860 | $205.5M | 0.09% | |
| 155 | CMSCMS ENERGY CORP | 2,957 | $204.9M | 0.09% | |
| 156 | DISDISNEY WALT CO | 1,627 | $201.7M | 0.09% | |
| 157 | SPHQINVESCO EXCHANGE TRADED FD T | 2,817 | $200.7M | 0.09% | |
| 158 | ETENERGY TRANSFER L P | 10,550 | $191.3M | 0.08% | |
| 159 | FXNFIRST TR EXCHANGE TRADED FD | 11,867 | $180.1M | 0.08% | |
| 160 | CLSKCLEANSPARK INC | 12,295 | $135.6M | 0.06% | |
| 161 | NIONIO INC | 25,500 | $87.5M | 0.04% | |
| 162 | SLSSELLAS LIFE SCIENCES GROUP I | 16,500 | $36.1M | 0.02% | |
| 163 | HTCRHEARTCORE ENTERPRISES INC | 21,500 | $10.5M | 0.00% |
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