Prosperity Financial Group, Inc. Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$273.5B
Holdings
177
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (177 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | CVXCHEVRON CORP NEW | 3,969 | $616.4M | 0.23% | |
| 102 | INQQEXCHANGE TRADED CONCEPTS TRU | 39,388 | $614.5M | 0.22% | |
| 103 | PDPINVESCO EXCHANGE TRADED FD T | 5,164 | $609.7M | 0.22% | |
| 104 | ISRGINTUITIVE SURGICAL INC | 1,361 | $608.7M | 0.22% | |
| 105 | PGPROCTER AND GAMBLE CO | 3,885 | $597.1M | 0.22% | |
| 106 | SDVYFIRST TR EXCHANGE-TRADED FD | 15,673 | $595.9M | 0.22% | |
| 107 | SECRNEW YORK LIFE INVTS ACTIVE E | 20,759 | $543.5M | 0.20% | |
| 108 | DEDEERE & CO | 1,185 | $542.3M | 0.20% | |
| 109 | RDIVINVESCO EXCH TRADED FD TR II | 9,533 | $496.9M | 0.18% | |
| 110 | TXTTEXTRON INC | 5,855 | $494.7M | 0.18% | |
| 111 | SOSOUTHERN CO | 5,155 | $488.6M | 0.18% | |
| 112 | NFLXNETFLIX INC | 401 | $480.8M | 0.18% | |
| 113 | VTVVANGUARD INDEX FDS | 2,504 | $467.0M | 0.17% | |
| 114 | QJUNFIRST TR EXCHNG TRADED FD VI | 14,930 | $464.5M | 0.17% | |
| 115 | CSCOCISCO SYS INC | 6,161 | $421.5M | 0.15% | |
| 116 | NDQINVESCO QQQ TR | 688 | $413.4M | 0.15% | |
| 117 | MGCVANGUARD WORLD FD | 1,660 | $405.2M | 0.15% | |
| 118 | T7DTRANSDIGM GROUP INC | 296 | $390.1M | 0.14% | |
| 119 | MLMMARTIN MARIETTA MATLS INC | 613 | $386.4M | 0.14% | |
| 120 | DPZDOMINOS PIZZA INC | 868 | $374.7M | 0.14% | |
| 121 | HEGDLISTED FDS TR | 14,897 | $371.2M | 0.14% | |
| 122 | EMLPFIRST TR EXCHANGE-TRADED FD | 9,607 | $367.9M | 0.13% | |
| 123 | BTCGRAYSCALE BITCOIN MINI TR ET | 7,057 | $357.3M | 0.13% | |
| 124 | SPDWSPDR INDEX SHS FDS | 8,118 | $347.4M | 0.13% | |
| 125 | WELLWELLTOWER INC | 1,947 | $346.8M | 0.13% | |
| 126 | SHOPSHOPIFY INC | 2,248 | $334.1M | 0.12% | |
| 127 | AJGGALLAGHER ARTHUR J & CO | 1,072 | $332.0M | 0.12% | |
| 128 | IEIISHARES TR | 2,663 | $318.3M | 0.12% | |
| 129 | GSGOLDMAN SACHS GROUP INC | 394 | $313.8M | 0.11% | |
| 130 | XARSPDR SERIES TRUST | 1,320 | $310.2M | 0.11% | |
| 131 | CGGRCAPITAL GROUP GROWTH ETF | 6,753 | $296.6M | 0.11% | |
| 132 | IWVISHARES TR | 782 | $296.6M | 0.11% | |
| 133 | GJUNFIRST TR EXCHNG TRADED FD VI | 7,556 | $293.8M | 0.11% | |
| 134 | XLESELECT SECTOR SPDR TR | 3,257 | $291.0M | 0.11% | |
| 135 | LVHILEGG MASON ETF INVT | 8,254 | $286.9M | 0.10% | |
| 136 | LGLVSPDR SERIES TRUST | 1,596 | $284.3M | 0.10% | |
| 137 | EQIXEQUINIX INC | 357 | $279.6M | 0.10% | |
| 138 | ABTABBOTT LABS | 2,072 | $277.6M | 0.10% | |
| 139 | BRBROADRIDGE FINL SOLUTIONS IN | 1,153 | $274.6M | 0.10% | |
| 140 | IWFISHARES TR | 583 | $273.1M | 0.10% | |
| 141 | GAINGLADSTONE INVT CORP | 19,400 | $268.1M | 0.10% | |
| 142 | IWMISHARES TR | 1,104 | $267.3M | 0.10% | |
| 143 | PHPARKER-HANNIFIN CORP | 351 | $266.1M | 0.10% | |
| 144 | AVUSAMERICAN CENTY ETF TR | 2,444 | $265.7M | 0.10% | |
| 145 | KNGFIRST TR EXCHANGE-TRADED FD | 5,376 | $265.1M | 0.10% | |
| 146 | KOCOCA COLA CO | 3,957 | $262.5M | 0.10% | |
| 147 | BUFRFIRST TR EXCHNG TRADED FD VI | 7,491 | $250.3M | 0.09% | |
| 148 | NIONIO INC | 31,900 | $243.1M | 0.09% | Call |
| 149 | COHRCOHERENT CORP | 2,184 | $235.3M | 0.09% | |
| 150 | AQLTISHARES TR | 1,647 | $234.0M | 0.09% | |
| 151 | DUKDUKE ENERGY CORP NEW | 1,889 | $233.8M | 0.09% | |
| 152 | XOMEXXON MOBIL CORP | 2,071 | $233.6M | 0.09% | |
| 153 | TLNTALEN ENERGY CORP | 546 | $232.3M | 0.08% | |
| 154 | MGKVANGUARD WORLD FD | 573 | $230.6M | 0.08% | |
| 155 | PULSPGIM ETF TR | 4,612 | $229.9M | 0.08% | |
| 156 | BABAALIBABA GROUP HLDG LTD | 1,266 | $226.3M | 0.08% | Call |
| 157 | CNEQTHE ALGER ETF TRUST | 6,298 | $221.5M | 0.08% | |
| 158 | SPHQINVESCO EXCHANGE TRADED FD T | 3,000 | $219.9M | 0.08% | |
| 159 | BWXSPDR SERIES TRUST | 9,426 | $216.8M | 0.08% | |
| 160 | CMSCMS ENERGY CORP | 2,958 | $216.7M | 0.08% | |
| 161 | PEPPEPSICO INC | 1,536 | $215.8M | 0.08% | |
| 162 | ADPAUTOMATIC DATA PROCESSING IN | 730 | $214.3M | 0.08% | |
| 163 | SOXXISHARES TR | 780 | $211.5M | 0.08% | |
| 164 | JAAAJANUS DETROIT STR TR | 4,160 | $211.2M | 0.08% | |
| 165 | AEEAMEREN CORP | 2,023 | $211.2M | 0.08% | |
| 166 | DISDISNEY WALT CO | 1,843 | $211.0M | 0.08% | |
| 167 | PFEPFIZER INC | 8,124 | $207.0M | 0.08% | |
| 168 | CRWDCROWDSTRIKE HLDGS INC | 415 | $203.5M | 0.07% | |
| 169 | LHXL3HARRIS TECHNOLOGIES INC | 665 | $203.1M | 0.07% | |
| 170 | COINCOINBASE GLOBAL INC | 597 | $201.5M | 0.07% | Call |
| 171 | ETENERGY TRANSFER L P | 10,900 | $187.0M | 0.07% | |
| 172 | CLSKCLEANSPARK INC | 12,295 | $178.3M | 0.07% | |
| 173 | OPENOPENDOOR TECHNOLOGIES INC | 14,500 | $115.6M | 0.04% | Call |
| 174 | INVZINNOVIZ TECHNOLOGIES LTD | 17,550 | $35.8M | 0.01% | Call |
| 175 | CRDLCARDIOL THERAPEUTICS INC | 30,000 | $32.1M | 0.01% | Call |
| 176 | SLSSELLAS LIFE SCIENCES GROUP I | 18,500 | $29.8M | 0.01% | |
| 177 | HTCRHEARTCORE ENTERPRISES INC | 15,000 | $12.1M | 0.00% |
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