Latest Prosperity Financial Group, Inc. Stock Portfolio

Prosperity Financial Group, Inc. Performance:

2025 Q4: 0.18%YTD: 15.85%2024: 13.83%

Performance for 2025 Q4 is 0.18%, and YTD is 15.85%, and 2024 is 13.83%.

About Prosperity Financial Group, Inc. and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Prosperity Financial Group, Inc. reported an equity portfolio of $277.9 Millions as of 31 Dec, 2025.

The top stock holdings of Prosperity Financial Group, Inc. are AAPL, NVDA, MSFT. The fund has invested 6.1% of it's portfolio in APPLE INC and 4.4% of portfolio in NVIDIA CORPORATION.

The fund managers got completely rid off FIRST TR EXCHNG TRADED FD VI (AFLG), PUTNAM ETF TRUST (PFUT) and FEDERATED HERMES ETF TRUST (FCSH) stocks. They significantly reduced their stock positions in THE ALGER ETF TRUST (ATFV), J P MORGAN EXCHANGE TRADED F and MARSH & MCLENNAN COS INC (MMC). Prosperity Financial Group, Inc. opened new stock positions in FIRST TR EXCHNG TRADED FD VI (AFLG), ETFIS SER TR I (AMZA) and CAPITAL GROUP INTERNATIONAL. The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), SERVICENOW INC (NOW) and ISHARES TR (AAXJ).

Prosperity Financial Group, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Prosperity Financial Group, Inc. made a return of 0.18% in the last quarter. In trailing 12 months, it's portfolio return was 15.85%.

Performance
S&P 500

New Buys

Ticker	$ Bought
first tr exchng traded fd vi	6,384,200
etfis ser tr i	2,773,510
capital group international	1,673,040
mfs active exchange traded f	1,525,440
capital grp fixed incm etf t	1,132,930
viking holdings ltd	1,113,920
first tr exchange-traded fd	987,376
astera labs inc	867,567

New stocks bought by Prosperity Financial Group, Inc.

Additions

Ticker	% Inc.
netflix inc	550
servicenow inc	434
ishares tr	114
janus detroit str tr	53.63
vanguard index fds	39.99
mfs active exchange traded f	31.18
first tr exchange-traded fd	28.69
proshares tr	27.81

Additions to existing portfolio by Prosperity Financial Group, Inc.

Reductions

Ticker	% Reduced
the alger etf trust	-93.09
j p morgan exchange traded f	-83.78
marsh & mclennan cos inc	-77.8
j p morgan exchange traded f	-75.74
pgim etf tr	-69.9
dbx etf tr	-61.55
royal caribbean group	-51.78
invesco qqq tr	-50.58

Prosperity Financial Group, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
first tr exchng traded fd vi	-6,703,720
putnam etf trust	-1,748,280
federated hermes etf trust	-967,622
exchange traded concepts tru	-614,463
sellas life sciences group i	-29,785
spdr series trust	-216,798
pfizer inc	-207,003
pgim etf tr	-229,859

Prosperity Financial Group, Inc. got rid off the above stocks

Sector Distribution

Prosperity Financial Group, Inc. has about 58.7% of it's holdings in Others sector.

Sector	%
Others	58.7
Technology	22.7
Communication Services	4.4
Consumer Cyclical	4.2
Financial Services	2.7
Industrials	2.6
Healthcare	2
Consumer Defensive	1.6

Market Cap. Distribution

Prosperity Financial Group, Inc. has about 40.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	58.7
MEGA-CAP	30.6
LARGE-CAP	10

Stocks belong to which Index?

About 37.3% of the stocks held by Prosperity Financial Group, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	62.3
S&P 500	37.3

Top 5 Winners (%)		%
	sandisk corp	104.3 %
COHR	coherent corp	71.3 %
LLY	eli lilly & co	37.5 %
AMD	advanced micro devices inc	30.7 %
GOOG	alphabet inc	27.2 %

Top 5 Winners ($)		$
	sandisk corp	2.4 M
GOOG	alphabet inc	1.4 M
AAPL	apple inc	1.0 M
AMD	advanced micro devices inc	0.5 M
PFUT	putnam etf trust	0.5 M

Top 5 Losers (%)		%
NFLX	netflix inc	-87.2 %
NOW	servicenow inc	-74.8 %
HTCR	heartcore enterprises inc	-62.3 %
	innoviz technologies ltd	-58.2 %
NIO	nio inc	-33.1 %

Top 5 Losers ($)		$
NOW	servicenow inc	-2.0 M
NFLX	netflix inc	-1.7 M
	grayscale bitcoin trust etf	-0.9 M
MSFT	microsoft corp	-0.7 M
ZS	zscaler inc	-0.5 M

Prosperity Financial Group, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Prosperity Financial Group, Inc.

Prosperity Financial Group, Inc. has 180 stocks in it's portfolio. About 29.6% of the portfolio is in top 10 stocks. NOW proved to be the most loss making stock for the portfolio. was the most profitable stock for Prosperity Financial Group, Inc. last quarter.

Last Reported on: 26 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAAU	goldman sachs physical gold	0.26	16,948	721,137	new

AAPL	apple inc	6.13	62,625	17,025,400	added	11.86

AAXJ	ishares tr	0.24	5,714	681,966	added	114

ABBV	abbvie inc	0.37	4,452	1,017,280	reduced	-1.94

ABT	abbott labs	0.09	2,082	260,834	added	0.48

ACSG	dbx etf tr	0.24	13,612	654,873	reduced	-61.55

ACWF	ishares tr	0.08	3,041	211,106	new

ADP	automatic data processing in	0.08	874	224,819	added	19.73

AEE	ameren corp	0.07	2,027	202,440	added	0.2

AEMB	american centy etf tr	1.64	60,218	4,562,700	added	0.87

AEMB	american centy etf tr	0.72	17,451	1,998,480	reduced	-41.54

AEMB	american centy etf tr	0.70	29,635	1,957,230	added	6.09

AEMB	american centy etf tr	0.66	14,509	1,840,390	added	7.25

AEMB	american centy etf tr	0.09	2,348	262,459	reduced	-3.93

AFLG	first tr exchng traded fd vi	2.30	284,402	6,384,200	new

AFLG	first tr exchng traded fd vi	0.36	29,217	1,007,180	added	2.59

AFLG	first tr exchng traded fd vi	0.17	14,930	475,364	unchanged	0.00

AFLG	first tr exchng traded fd vi	0.11	7,556	299,216	unchanged	0.00

AFLG	first tr exchng traded fd vi	0.09	7,491	256,642	unchanged	0.00

AFLG	first tr exchng traded fd vi	0.00	0.00	0.00	sold off	-100