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Latest Prosperity Financial Group, Inc. Stock Portfolio

$270Million– No. of Holdings #186

Prosperity Financial Group, Inc. Performance:
2026 Q1: -2.51%YTD: -2.51%2025: 17.23%
Performance for 2026 Q1 is -2.51%, and YTD is -2.51%, and 2025 is 17.23%.

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

On 2026-05-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Prosperity Financial Group, Inc. reported an equity portfolio of $270.8 Millions as of 31 Mar, 2026.

The top stock holdings of Prosperity Financial Group, Inc. are AAPL, NVDA, MSFT. The fund has invested 6.9% of it's portfolio in APPLE INC and 4.3% of portfolio in NVIDIA CORPORATION.

The fund managers got completely rid off ASTERA LABS INC, FRANKLIN TEMPLETON ETF TR (BUYZ) and WORKDAY INC (WDAY) stocks. They significantly reduced their stock positions in FIRST TR EXCHANGE-TRADED FD (CARZ), SANDISK CORP and BROADCOM INC (AVGO). Prosperity Financial Group, Inc. opened new stock positions in AMERICAN CENTY ETF TR (AEMB), TJX COS INC NEW (TJX) and 2023 ETF SERIES TRUST. The fund showed a lot of confidence in some stocks as they added substantially to FIRST TR EXCHANGE TRADED FD (AIRR), ABBVIE INC (ABBV) and INTUITIVE SURGICAL INC (ISRG).
Prosperity Financial Group, Inc. Equity Portfolio Value
Last Reported on: 13 May, 2026

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

Our best estimate is that Prosperity Financial Group, Inc. made a return of -2.51% in the last quarter. In trailing 12 months, it's portfolio return was 20.57%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
american centy etf tr1,256,990
tjx cos inc new1,256,750
2023 etf series trust1,178,540
rockwell automation inc1,019,230
federated hermes etf trust417,488
spdr series trust310,568
ishares tr308,098
first tr exchange-traded fd305,863
New stocks bought by Prosperity Financial Group, Inc.

Additions

Ticker% Inc.
first tr exchange traded fd214
abbvie inc159
intuitive surgical inc93.35
capital group international72.5
republic svcs inc58.67
new york life invts active e52.6
invesco exchange traded fd t51.87
goldman sachs physical gold45.08
Additions to existing portfolio by Prosperity Financial Group, Inc.

Reductions

Ticker% Reduced
first tr exchange-traded fd-86.73
sandisk corp-85.21
first tr exchange-traded fd-56.24
broadcom inc-34.67
putnam etf trust-31.99
ishares tr-27.42
spdr index shs fds-27.32
spdr series trust-26.05
Prosperity Financial Group, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
franklin templeton etf tr-377,923
innoviz technologies ltd-6,441
grayscale bitcoin mini tr et-253,372
astera labs inc-867,567
first tr exchange-traded fd-224,156
disney walt co-237,800
workday inc-302,410
qualcomm inc-217,234
Prosperity Financial Group, Inc. got rid off the above stocks

Sector Distribution

Prosperity Financial Group, Inc. has about 57.4% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Cyclical
  • Industrials
  • Communication Services
  • Financial Services
  • Healthcare
  • Consumer Defensive
Sector%
Others57.4
Technology21.2
Consumer Cyclical4.5
Industrials4.1
Communication Services4
Financial Services2.8
Healthcare2.7
Consumer Defensive1.9

Market Cap. Distribution

Prosperity Financial Group, Inc. has about 42.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED57.4
MEGA-CAP33.1
LARGE-CAP9

Stocks belong to which Index?

About 38.9% of the stocks held by Prosperity Financial Group, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others60.5
S&P 50038.9
Top 5 Winners (%)%
sandisk corp
96.2 %
XOM
exxon mobil corp
40.6 %
CVX
chevron corporation
35.0 %
STRL
sterling infrastructure inc
32.9 %
PWR
quanta svcs inc
29.7 %
Top 5 Winners ($)$
sandisk corp
4.5 M
AIRR
first tr exchange traded fd
0.6 M
COST
costco wholesale corporation
0.5 M
CAT
caterpillar inc
0.4 M
PWR
quanta svcs inc
0.3 M
Top 5 Losers (%)%
ZS
zscaler inc
-37.0 %
NOW
servicenow inc
-31.5 %
grayscale ethereum staking e
-29.9 %
CRM
salesforce inc
-27.0 %
HTCR
heartcore enterprises inc
-26.5 %
Top 5 Losers ($)$
MSFT
microsoft corp
-2.2 M
AAPL
apple inc
-1.2 M
NVDA
nvidia corporation
-0.8 M
PLTR
palantir technologies inc
-0.8 M
PAB
pgim etf tr
-0.7 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 186 stocks in it's portfolio. About 28.1% of the portfolio is in top 10 stocks. MSFT 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: 13 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions