Prosperity Financial Group, Inc. Q4 2024 Filing

Filed February 7, 2025

Portfolio Value

$200.9B

Holdings

167

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (167 positions)

#StockSharesValue% PortfolioType
101
LNTHLANTHEUS HLDGS INC
4,712$421.5M0.21%
102
TXTTEXTRON INC
5,483$419.4M0.21%
103
CRMSALESFORCE INC
1,242$415.4M0.21%
104
EMEEMCOR GROUP INC
915$415.3M0.21%
105
CSCOCISCO SYS INC
6,727$398.2M0.20%
106
VTIVANGUARD INDEX FDS
1,344$389.4M0.19%
107
K6BKBR INC
6,623$383.7M0.19%
108
SNSRGLOBAL X FDS
10,763$375.6M0.19%
109
BTCGRAYSCALE BITCOIN MINI TR ET
8,705$364.5M0.18%
110
EMLPFIRST TR EXCHANGE-TRADED FD
10,199$363.6M0.18%
111
ELVELEVANCE HEALTH INC
964$355.6M0.18%
112
T7DTRANSDIGM GROUP INC
274$347.2M0.17%
113
DPZDOMINOS PIZZA INC
813$341.3M0.17%
114
LRCXLAM RESEARCH CORP
4,609$332.9M0.17%
115
IBMINTERNATIONAL BUSINESS MACHS
1,510$331.9M0.17%
116
XLESELECT SECTOR SPDR TR
3,728$319.3M0.16%
117
MGCVANGUARD WORLD FD
1,482$315.2M0.16%
118
WDAYWORKDAY INC
1,180$304.5M0.15%
119
NOBLPROSHARES TR
3,024$301.1M0.15%
120
MLMMARTIN MARIETTA MATLS INC
567$292.9M0.15%
121
BILSPDR SER TR
3,177$290.5M0.14%
122
IWFISHARES TR
710$285.1M0.14%
123
FTSMFIRST TR EXCHANGE-TRADED FD
4,740$283.3M0.14%
124
NFLXNETFLIX INC
309$275.4M0.14%
125
SHVISHARES TR
2,484$273.5M0.14%
126
PHPARKER-HANNIFIN CORP
423$269.0M0.13%
127
EQIXEQUINIX INC
284$267.8M0.13%
128
SLVISHARES SILVER TR
9,972$262.6M0.13%
129
FXNFIRST TR EXCHANGE TRADED FD
16,057$262.4M0.13%
130
IWVISHARES TR
783$261.6M0.13%
131
GBILGOLDMAN SACHS ETF TR
2,609$260.7M0.13%
132
AVUSAMERICAN CENTY ETF TR
2,658$257.6M0.13%
133
ABTABBOTT LABS
2,256$255.2M0.13%
134
FIXCOMFORT SYS USA INC
599$254.0M0.13%
135
CLHCLEAN HARBORS INC
1,102$253.6M0.13%
136
IWMISHARES TR
1,143$252.6M0.13%
137
SHOPSHOPIFY INC
2,310$245.6M0.12%
138
WELLWELLTOWER INC
1,919$241.9M0.12%
139
XOMEXXON MOBIL CORP
2,243$241.3M0.12%
140
XARSPDR SER TR
1,426$236.5M0.12%
141
PFEPFIZER INC
8,782$233.0M0.12%
142
STRLSTERLING INFRASTRUCTURE INC
1,381$232.6M0.12%
143
BUFRFIRST TR EXCHNG TRADED FD VI
7,491$228.3M0.11%
144
ZTSZOETIS INC
1,388$226.2M0.11%
145
LULULULULEMON ATHLETICA INC
581$222.2M0.11%
146
TWLOTWILIO INC
2,054$222.0M0.11%Call
147
PEPPEPSICO INC
1,452$220.8M0.11%
148
OPERETF SER SOLUTIONS
2,201$220.2M0.11%
149
LMTLOCKHEED MARTIN CORP
446$216.7M0.11%
150
IHIISHARES TR
3,694$215.5M0.11%
151
DGROISHARES TR
3,495$214.4M0.11%
152
KOCOCA COLA CO
3,384$210.7M0.10%
153
ETENERGY TRANSFER L P
10,650$208.6M0.10%
154
RDIVINVESCO EXCH TRADED FD TR II
4,308$207.9M0.10%
155
COHRCOHERENT CORP
2,184$206.9M0.10%
156
ADPAUTOMATIC DATA PROCESSING IN
706$206.7M0.10%
157
CMSCMS ENERGY CORP
3,014$200.9M0.10%
158
TDOCTELADOC HEALTH INC
20,800$189.1M0.09%Call
159
HTCRHEARTCORE ENTERPRISES INC
89,000$161.5M0.08%
160
NIONIO INC
26,700$116.4M0.06%Call
161
AVXLANAVEX LIFE SCIENCES CORP
10,400$111.7M0.06%Call
162
CLSKCLEANSPARK INC
11,385$104.9M0.05%
163
NCZVIRTUS CONVERTIBLE & INCOME
26,652$92.5M0.05%
164
MPTMEDICAL PPTYS TRUST INC
18,144$71.7M0.04%
165
LODEEURCOMSTOCK INC
29,000$23.2M0.01%
166
LVLULULUS FASHION LOUNGE HOLDING
19,429$22.0M0.01%
167
SLSSELLAS LIFE SCIENCES GROUP I
11,500$12.0M0.01%
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