Prosperity Financial Group, Inc.
CIK Number: 0001991334
Main Sectors:
Top Industries:
Filing Date: May 15, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 239.69 | -0.04% | 56.99K | -1.22% | 12.66M | 140.91 | 6.30% | Share |
| 2 | NVDA | NVIDIA Corporat... | 167.02 | -2.7% | 70.06K | +0.92% | 7.59M | 63.67 | 3.78% | Share |
| 3 | MSFT | Microsoft Corpo... | 495.00 | -2.55% | 19.08K | -2.31% | 7.16M | 277.06 | 3.57% | Share |
| 4 | QMAR | FT Cboe Vest Na... | 31.80 | +0.15% | 212.12K | +331.85% | 6M | 28.29 | 2.99% | Share |
| 5 | PVAL | Putnam Focused ... | 41.79 | -0.55% | 150.15K | +10.40% | 5.72M | 29.27 | 2.85% | Share |
| 6 | ISPY | ProShares Trust... | 43.66 | -0.18% | 113.76K | +39.35% | 4.79M | 42.4 | 2.38% | Share |
| 7 | PGRO | Putnam Focused ... | 42.73 | -0.16% | 124.13K | +6.74% | 4.3M | 31.65 | 2.14% | Share |
| 8 | PJFG | PGIM Jennison F... | 107.00 | -0.04% | 49.9K | +191.92% | 4.24M | 87.45 | 2.11% | Share |
| 9 | CIBR | First Trust NAS... | 73.51 | +1.60% | 66.2K | +5.27% | 4.17M | 50.88 | 2.08% | Share |
| 10 | AMZN | Amazon.com, Inc... | 232.33 | -1.42% | 21.1K | +38.77% | 4.02M | 134.79 | 2.00% | Share |
| 11 | AVLV | Avantis U.S. La... | 71.77 | -0.55% | 58.2K | +19.15% | 3.8M | 59.74 | 1.89% | Share |
| 12 | MISL | First Trust Ind... | 38.90 | +0.62% | 117.3K | +6.61% | 3.55M | 30.32 | 1.77% | Share |
| 13 | LMBS | First Trust Low... | 49.80 | +0.21% | 69.33K | -49.88% | 3.41M | 48.28 | 1.70% | Share |
| 14 | AIRR | First Trust RBA... | 91.99 | -0.03% | 47.48K | -9.8% | 3.24M | 71.28 | 1.61% | Share |
| 15 | COST | Costco Wholesal... | 963.48 | +0.79% | 3.27K | +0.34% | 3.09M | 530.77 | 1.54% | Share |
| 16 | RDVI | FT Cboe Vest Ri... | 25.55 | -0.33% | 130.12K | +27.36% | 3.09M | 22.51 | 1.54% | Share |
| 17 | GOOGL | Alphabet Inc. | 235.00 | +1.16% | 19.16K | -0.96% | 2.96M | 108.78 | 1.47% | Share |
| 18 | PTRB | PGIM Total Retu... | 42.18 | +0.45% | 68.68K | +100.00% | 2.87M | 41.74 | 1.43% | Share |
| 19 | GBTC | Grayscale Bitco... | 87.67 | +1.67% | 43.47K | -0.06% | 2.83M | 74.02 | 1.41% | Share |
| 20 | PLTR | Palantir Techno... | 153.09 | -1.95% | 33.09K | -11.37% | 2.79M | 17.97 | 1.39% | Share |
| 21 | JEPI | JPMorgan Equity... | 56.76 | -0.01% | 48.74K | +9.81% | 2.79M | 54.68 | 1.39% | Share |
| 22 | QGRO | American Centur... | 111.58 | +0.09% | 29K | +32.29% | 2.72M | 85.92 | 1.35% | Share |
| 23 | JEPQ | JPMorgan Nasdaq... | 55.78 | +0.22% | 51.13K | +6.12% | 2.65M | 47.32 | 1.32% | Share |
| 24 | SMIZ | Zacks Trust | 36.82 | +0.21% | 115.25K | +100.00% | 2.57M | 22.3 | 1.28% | Share |
| 25 | AGOX | Adaptive Alpha ... | 29.59 | -0.09% | 98.3K | +100.00% | 2.4M | 24.47 | 1.20% | Share |
| 26 | TDIV | First Trust NAS... | 93.37 | +1.70% | 31.46K | +2.99% | 2.32M | 60.84 | 1.15% | Share |
| 27 | GPIX | Goldman Sachs S... | 50.97 | -0.16% | 45.08K | +158.70% | 2.1M | 47.71 | 1.05% | Share |
| 28 | META | Meta Platforms,... | 752.45 | +0.51% | 3.62K | +0.50% | 2.08M | 254.5 | 1.04% | Share |
| 29 | V | Visa Inc. | 343.12 | -2.24% | 5.46K | +3.25% | 1.91M | 236.08 | 0.95% | Share |
| 30 | AVGO | Broadcom Inc. | 334.89 | +9.41% | 11.33K | +1.08% | 1.9M | 99.97 | 0.94% | Share |
| 31 | PAVE | Global X U.S. I... | 46.66 | +0.05% | 49.59K | +9.53% | 1.87M | 36.17 | 0.93% | Share |
| 32 | LLY | Eli Lilly and C... | 726.85 | -2.16% | 2.03K | 0.00% | 1.68M | 483.77 | 0.84% | Share |
| 33 | SPY | SPDR S&P 500 ET... | 647.21 | -0.29% | 2.97K | -3.35% | 1.66M | 419.89 | 0.83% | Share |
| 34 | JPM | JPMorgan Chase ... | 294.56 | -3.05% | 6.66K | +7.56% | 1.63M | 170.81 | 0.81% | Share |
| 35 | TSLA | Tesla, Inc. | 350.84 | +3.64% | 6.29K | -0.27% | 1.63M | 231.79 | 0.81% | Share |
| 36 | HD | The Home Depot,... | 419.00 | +1.78% | 4.41K | +5.08% | 1.62M | 322.71 | 0.80% | Share |
| 37 | PBDC | Putnam BDC Inco... | 33.81 | -0.27% | 44.72K | -20.45% | 1.55M | 32.68 | 0.77% | Share |
| 38 | DBEF | Xtrackers MSCI ... | 45.58 | -0.2% | 33.98K | +26.59% | 1.47M | 42.26 | 0.73% | Share |
| 39 | MMC | Marsh & McLenna... | 203.79 | -1.13% | 5.86K | +1.70% | 1.43M | 172.41 | 0.71% | Share |
| 40 | RCL | Royal Caribbean... | 352.32 | -2.15% | 6.9K | +0.58% | 1.42M | 114.37 | 0.71% | Share |
| 41 | FTCS | First Trust Cap... | 93.17 | -0.3% | 15.3K | +25.17% | 1.37M | 88.19 | 0.68% | Share |
| 42 | UBER | Uber Technologi... | 90.98 | -1.09% | 18.71K | +100.00% | 1.36M | 72.86 | 0.68% | Share |
| 43 | SKYY | First Trust Clo... | 129.21 | +1.13% | 12.34K | -41.32% | 1.26M | 71.02 | 0.63% | Share |
| 44 | GSLC | Goldman Sachs A... | 127.27 | -0.27% | 10.73K | +39.64% | 1.18M | 105.81 | 0.59% | Share |
| 45 | DTCR | Global X Data C... | 18.55 | +1.26% | 68.93K | +5.25% | 1.12M | 16.54 | 0.56% | Share |
| 46 | SPLG | SPDR Portfolio ... | 76.15 | -0.29% | 16.41K | +3.71% | 1.08M | 54.35 | 0.54% | Share |
| 47 | HFXI | NYLI FTSE Inter... | 30.45 | -0.18% | 38.98K | +19.32% | 1.07M | 27.61 | 0.53% | Share |
| 48 | SHLD | Global X Defens... | 62.15 | +0.24% | 23.04K | +35.00% | 1.07M | 39.65 | 0.53% | Share |
| 49 | FDG | American Centur... | 116.84 | +0.40% | 11.48K | +100.00% | 1.04M | 90.86 | 0.52% | Share |
| 50 | UNH | UnitedHealth Gr... | 315.40 | +1.62% | 1.92K | +0.63% | 1.01M | 522.76 | 0.50% | Share |
| 51 | RECS | Columbia Resear... | 39.05 | -0.38% | 29.97K | +62.07% | 995.17K | 33.69 | 0.50% | Share |
| 52 | ABBV | AbbVie Inc. | 212.53 | -0.22% | 4.63K | +0.59% | 971.04K | 164.24 | 0.48% | Share |
| 53 | RACE | Ferrari N.V. | 488.82 | -1.29% | 2.24K | -1.67% | 959.74K | 300.38 | 0.48% | Share |
| 54 | BRK-B | Berkshire Hatha... | 499.86 | -1.39% | 1.78K | +1.19% | 947.99K | 369.58 | 0.47% | Share |
| 55 | JNJ | Johnson & Johns... | 178.39 | -0.21% | 5.52K | +15.05% | 915.35K | 170.41 | 0.46% | Share |
| 56 | RSG | Republic Servic... | 229.69 | -1.78% | 3.74K | -3.76% | 906.27K | 174.97 | 0.45% | Share |
| 57 | AMD | Advanced Micro ... | 151.14 | -6.58% | 8.24K | -1.25% | 846.99K | 131.78 | 0.42% | Share |
| 58 | ACN | Accenture plc | 254.97 | +0.80% | 2.64K | -1.75% | 822.85K | 269.11 | 0.41% | Share |
| 59 | MA | Mastercard Inco... | 584.12 | -1.93% | 1.48K | -0.34% | 809.9K | 383.96 | 0.40% | Share |
| 60 | GOOG | Alphabet Inc. | 235.17 | +1.08% | 4.96K | +1.52% | 774.53K | 110.73 | 0.39% | Share |
| 61 | AFMC | First Trust Act... | 34.12 | +0.43% | 25.28K | +6.25% | 769.96K | 30.41 | 0.38% | Share |
| 62 | WMT | Walmart Inc. | 100.52 | -0.41% | 8.4K | -4.42% | 737.73K | 56.35 | 0.37% | Share |
| 63 | CSM | ProShares Large... | 74.61 | -0.23% | 11.54K | -0.13% | 735.01K | 45.18 | 0.37% | Share |
| 64 | FTRB | Federated Herme... | 25.42 | +0.28% | 29.3K | -5.09% | 734.04K | 24.68 | 0.37% | Share |
| 65 | KLAC | KLA Corporation | 905.09 | +3.64% | 1.07K | +1.04% | 726.03K | 413 | 0.36% | Share |
| 66 | PG | The Procter & G... | 160.06 | +0.55% | 4.24K | +1.41% | 723.27K | 153.49 | 0.36% | Share |
| 67 | GPIQ | Goldman Sachs N... | 50.74 | +0.18% | 15.75K | +100.00% | 702.5K | 44.6 | 0.35% | Share |
| 68 | CAT | Caterpillar Inc... | 423.12 | +0.69% | 2.13K | -1.02% | 701.49K | 274.43 | 0.35% | Share |
| 69 | JPEF | JPMorgan Equity... | 73.01 | -0.07% | 10.84K | +100.00% | 690.26K | 63.66 | 0.34% | Share |
| 70 | SPTM | SPDR Portfolio ... | 78.58 | -0.22% | 9.93K | -26.96% | 675.41K | 59.9 | 0.34% | Share |
| 71 | SPGI | S&P Global Inc. | 537.95 | -0.43% | 1.31K | +1.86% | 667.13K | 388.42 | 0.33% | Share |
| 72 | IOT | Samsara Inc. | 42.07 | +17.38% | 17.4K | -0.46% | 666.83K | 37.63 | 0.33% | Share |
| 73 | IVV | iShares Core S&... | 650.45 | -0.27% | 1.18K | -2.24% | 662.62K | 452.35 | 0.33% | Share |
| 74 | VUG | Vanguard Growth... | 462.61 | -0.3% | 1.78K | +2.29% | 661.54K | 301.94 | 0.33% | Share |
| 75 | CVX | Chevron Corpora... | 153.64 | -2.57% | 3.9K | -0.26% | 652.08K | 175.17 | 0.32% | Share |
| 76 | ETN | Eaton Corporati... | 349.03 | +0.23% | 2.39K | -37.59% | 650.22K | 324.85 | 0.32% | Share |
| 77 | GLD | SPDR Gold Share... | 330.87 | +1.28% | 2.16K | +4.55% | 621.81K | 183.05 | 0.31% | Share |
| 78 | NOW | ServiceNow, Inc... | 914.04 | +1.72% | 777 | -2.88% | 618.6K | 634.31 | 0.31% | Share |
| 79 | IBM | International B... | 248.64 | +0.59% | 2.43K | +60.99% | 604.42K | 196.47 | 0.30% | Share |
| 80 | TOST | Toast, Inc. | 41.19 | +0.19% | 18.22K | +100.00% | 604.26K | 33.17 | 0.30% | Share |
| 81 | ISRG | Intuitive Surgi... | 466.86 | +2.71% | 1.2K | +2.64% | 596.3K | 393.17 | 0.30% | Share |
| 82 | SO | The Southern Co... | 91.79 | -0.09% | 6.49K | +0.32% | 596.3K | 71.49 | 0.30% | Share |
| 83 | TTWO | Take-Two Intera... | 239.68 | -0.4% | 2.79K | +0.04% | 579.06K | 153.73 | 0.29% | Share |
| 84 | GRID | First Trust NAS... | 143.26 | +0.44% | 5.06K | +29.67% | 572.53K | 116.35 | 0.28% | Share |
| 85 | INQQ | India Internet ... | 16.22 | +0.73% | 37.88K | +18.97% | 543.57K | 14.51 | 0.27% | Share |
| 86 | PWR | Quanta Services... | 372.44 | -0.97% | 2.03K | +100.00% | 515.99K | 254.18 | 0.26% | Share |
| 87 | PDP | Invesco DWA Mom... | 112.07 | +0.05% | 5.16K | -0.14% | 515.68K | 71.12 | 0.26% | Share |
| 88 | SDVY | First Trust SMI... | 38.28 | -0.29% | 15.28K | +20.17% | 511.9K | 35.9 | 0.25% | Share |
| 89 | DE | Deere & Company | 473.10 | -0.38% | 1.08K | +6.18% | 508.43K | 420.88 | 0.25% | Share |
| 90 | PPA | Invesco Aerospa... | 147.41 | +0.11% | 4.3K | -6.19% | 501.75K | 100.6 | 0.25% | Share |
| 91 | MPWR | Monolithic Powe... | 865.86 | +2.09% | 851 | -2.63% | 493.56K | 591.7 | 0.25% | Share |
| 92 | VTV | Vanguard Value ... | 182.50 | -0.35% | 2.54K | +1.40% | 439.11K | 146.4 | 0.22% | Share |
| 93 | GAIN | Gladstone Inves... | 14.21 | +0.50% | 31.75K | -6.89% | 424.18K | 12.93 | 0.21% | Share |
| 94 | MGM | MGM Resorts Int... | 36.69 | -0.92% | 14.14K | -0.79% | 418.99K | 36.25 | 0.21% | Share |
| 95 | HUBS | HubSpot, Inc. | 487.60 | +5.02% | 711 | -0.14% | 406.19K | 566.62 | 0.20% | Share |
| 96 | CSCO | Cisco Systems, ... | 66.90 | -1.6% | 6.53K | -2.97% | 402.75K | 48.12 | 0.20% | Share |
| 97 | SHY | iShares 1-3 Yea... | 82.92 | +0.14% | 4.79K | +100.00% | 396.69K | 82.73 | 0.20% | Share |
| 98 | TXT | Textron Inc. | 81.44 | +0.14% | 5.48K | -0.04% | 396K | 75.11 | 0.20% | Share |
| 99 | QJUN | FT Cboe Vest Na... | 30.49 | +0.13% | 14.94K | -90.75% | 395.11K | 23.62 | 0.20% | Share |
| 100 | XLE | Energy Select S... | 87.35 | -1.94% | 4.21K | +13.01% | 393.7K | 86.38 | 0.20% | Share |
| 101 | TDG | TransDigm Group... | 1271.13 | -0.83% | 283 | +3.28% | 391.47K | 1235.69 | 0.19% | Share |
| 102 | EMLP | First Trust Nor... | 37.55 | -0.45% | 10.38K | +1.75% | 389.03K | 27.63 | 0.19% | Share |
| 103 | ADBE | Adobe Inc. | 348.97 | +1.35% | 988 | +2.81% | 378.93K | 406.88 | 0.19% | Share |
| 104 | VTI | Vanguard Total ... | 319.56 | -0.18% | 1.35K | +0.74% | 372.04K | 220.96 | 0.19% | Share |
| 105 | DPZ | Domino's Pizza,... | 463.83 | +0.27% | 794 | -2.34% | 364.8K | 424.35 | 0.18% | Share |
| 106 | NFLX | Netflix, Inc. | 1243.82 | -1.09% | 383 | +23.95% | 357.16K | 723.63 | 0.18% | Share |
| 107 | QQQ | Invesco QQQ Tru... | 576.06 | +0.14% | 732 | -23.75% | 343.45K | 511.23 | 0.17% | Share |
| 108 | LRCX | Lam Research Co... | 102.95 | +2.52% | 4.69K | +1.71% | 340.82K | 72.24 | 0.17% | Share |
| 109 | SPDW | SPDR Portfolio ... | 41.92 | +0.47% | 9.29K | +100.00% | 338.18K | 36.41 | 0.17% | Share |
| 110 | RDIV | Invesco S&P Ult... | 52.38 | -0.46% | 6.88K | +59.82% | 336.1K | 48.46 | 0.17% | Share |
| 111 | BTC | Grayscale Bitco... | 49.44 | +1.69% | 8.71K | 0.00% | 317.64K | 41.87 | 0.16% | Share |
| 112 | CRM | Salesforce, Inc... | 250.76 | +2.77% | 1.18K | -4.83% | 317.32K | 278.92 | 0.16% | Share |
| 113 | GOVT | iShares U.S. Tr... | 23.11 | +0.52% | 13.57K | +100.00% | 312K | 22.99 | 0.16% | Share |
| 114 | KNG | FT Cboe Vest S&... | 50.03 | -0.14% | 6.1K | -69.15% | 308.06K | 50.02 | 0.15% | Share |
| 115 | KO | The Coca-Cola C... | 67.98 | -0.39% | 4.16K | +23.02% | 298.13K | 70.72 | 0.15% | Share |
| 116 | MGC | Vanguard Mega C... | 236.06 | -0.32% | 1.47K | -0.67% | 296.43K | 133.12 | 0.15% | Share |
| 117 | WELL | Welltower Inc. | 167.82 | +0.08% | 1.92K | +0.26% | 294.78K | 128.09 | 0.15% | Share |
| 118 | ABT | Abbott Laborato... | 132.94 | +0.10% | 2.19K | -2.75% | 291K | 109.14 | 0.14% | Share |
| 119 | WDAY | Workday, Inc. | 231.08 | -0.02% | 1.19K | +0.93% | 278.13K | 270.92 | 0.14% | Share |
| 120 | MLM | Martin Marietta... | 623.06 | +0.66% | 572 | +0.88% | 273.49K | 578.18 | 0.14% | Share |
| 121 | XOM | Exxon Mobil Cor... | 109.25 | -2.81% | 2.25K | +0.49% | 268.03K | 106.68 | 0.13% | Share |
| 122 | GJUN | FT Vest U.S. Eq... | 38.47 | +0.26% | 7.56K | -89.86% | 265.92K | 29.91 | 0.13% | Share |
| 123 | IWV | iShares Russell... | 368.90 | -0.19% | 783 | 0.00% | 248.59K | 273.74 | 0.12% | Share |
| 124 | EQIX | Equinix, Inc. | 773.68 | +0.75% | 302 | +6.34% | 246.24K | 887.89 | 0.12% | Share |
| 125 | PFE | Pfizer Inc. | 24.88 | +1.39% | 9.58K | +9.11% | 242.82K | 41.88 | 0.12% | Share |
| 126 | PH | Parker-Hannifin... | 758.73 | +0.23% | 389 | -8.04% | 236.45K | 544.13 | 0.12% | Share |
| 127 | CMS | CMS Energy Corp... | 71.55 | +0.01% | 3.12K | +3.38% | 234.03K | 70.78 | 0.12% | Share |
| 128 | DUK | Duke Energy Cor... | 120.59 | -0.23% | 1.9K | +100.00% | 231.25K | 121.97 | 0.12% | Share |
| 129 | XAR | SPDR S&P Aerosp... | 216.81 | +0.71% | 1.42K | -0.42% | 228.19K | 111.21 | 0.11% | Share |
| 130 | IWM | iShares Russell... | 237.73 | +0.48% | 1.14K | +0.09% | 228.13K | 187.63 | 0.11% | Share |
| 131 | ZTS | Zoetis Inc. | 153.26 | +0.04% | 1.38K | -0.58% | 227.29K | 147.13 | 0.11% | Share |
| 132 | DGRO | iShares Core Di... | 66.95 | -0.07% | 3.67K | +5.09% | 226.92K | 62.56 | 0.11% | Share |
| 133 | PEP | PepsiCo, Inc. | 146.39 | -0.34% | 1.5K | +3.17% | 224.57K | 171.25 | 0.11% | Share |
| 134 | AVUS | Avantis U.S. Eq... | 106.44 | -0.46% | 2.42K | -9.14% | 223.1K | 88.68 | 0.11% | Share |
| 135 | BUFR | FT Vest Laddere... | 32.90 | -0.12% | 7.49K | 0.00% | 222.41K | 27.91 | 0.11% | Share |
| 136 | IHI | iShares U.S. Me... | 62.42 | +0.76% | 3.69K | 0.00% | 222.34K | 52.57 | 0.11% | Share |
| 137 | AEP | American Electr... | 108.11 | -0.49% | 2.02K | +100.00% | 221.09K | 109.27 | 0.11% | Share |
| 138 | SHOP | Shopify Inc. | 146.82 | +1.15% | 2.26K | -2.16% | 215.78K | 106.33 | 0.11% | Share |
| 139 | WM | Waste Managemen... | 220.07 | -2.17% | 928 | +100.00% | 214.84K | 231.51 | 0.11% | Share |
| 140 | HEGD | Swan Hedged Equ... | 24.23 | -0.12% | 9.8K | +100.00% | 214.55K | 21.9 | 0.11% | Share |
| 141 | LMT | Lockheed Martin... | 463.91 | +1.55% | 479 | +7.40% | 214.17K | 554.47 | 0.11% | Share |
| 142 | CGGR | Capital Group G... | 42.89 | +0.61% | 6.24K | +100.00% | 213.86K | 34.25 | 0.11% | Share |
| 143 | ADP | Automatic Data ... | 295.97 | -1.73% | 691 | -2.12% | 211.12K | 292.73 | 0.11% | Share |
| 144 | IWF | iShares Russell... | 449.15 | -0.2% | 565 | -20.42% | 204.03K | 368.97 | 0.10% | Share |
| 145 | MCD | McDonald's Corp... | 314.46 | -0.8% | 652 | +100.00% | 203.67K | 312.37 | 0.10% | Share |
| 146 | AEE | Ameren Corporat... | 100.64 | -0.24% | 2.02K | +100.00% | 202.52K | 100.4 | 0.10% | Share |
| 147 | FXN | First Trust Ene... | 16.14 | -1.88% | 11.8K | -26.54% | 194.87K | 17.4 | 0.10% | Share |
| 148 | ET | Energy Transfer... | 17.39 | -1.47% | 10.05K | -5.63% | 186.83K | 12.02 | 0.09% | Share |
| 149 | NIO | NIO Inc. | 5.95 | -3.02% | 23.9K | +104.27% | 91.06K | 4.08 | 0.05% | Share |
| 150 | MPW | Medical Propert... | 4.62 | +3.82% | 14.96K | -17.54% | 90.22K | 10.63 | 0.04% | Share |