Prosperity Financial Group, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
PF Prosperity Financial Group, Inc. | Institutional Filer | ▼ 2.49% | $270.8M | 186 |
Current Portfolio Holdings
Showing all 186 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 74K | $18.8M | 6.93% |
| 2 | NVDA | NVIDIA Corporation | Technology | 66K | $11.6M | 4.27% |
| 3 | MSFT | Microsoft Corporation | Technology | 20K | $7.3M | 2.69% |
| 4 | ISPY | PROSHARES TR | — | 151K | $6.5M | 2.41% |
| 5 | PVAL | PUTNAM ETF TRUST | — | 134K | $6.2M | 2.30% |
| 6 | GOOGL | Alphabet Inc. | Technology | 22K | $6.2M | 2.29% |
| 7 | AIRR | FIRST TR EXCHANGE TRADED FD | — | 46K | $5.1M | 1.87% |
| 8 | PJFG | PGIM ETF TR | — | 51K | $5.0M | 1.84% |
| 9 | QCOC | FIRST TR EXCHNG TRADED FD VI | — | 217K | $4.8M | 1.76% |
| 10 | MISL | FIRST TR EXCHANGE-TRADED FD | — | 105K | $4.7M | 1.74% |
| 11 | HFXI | NEW YORK LIFE INVESTMENTS ET | — | 140K | $4.7M | 1.74% |
| 12 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 21K | $4.5M | 1.65% |
| 13 | PTRB | PGIM ETF TR | — | 107K | $4.5M | 1.65% |
| 14 | AVLV | AMERICAN CENTY ETF TR | — | 55K | $4.4M | 1.63% |
| 15 | MFSG | MFS ACTIVE EXCHANGE TRADED F | — | 170K | $4.3M | 1.61% |
Showing 1 to 15 of 186 holdings