CIK 1991334
Prosperity Financial Group, Inc.
Institutional 13F holdings & portfolio
Holdings
180
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 101–150 of 180
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PPA | INVESCO EXCHANGE TRADED FD T | 4K | $500K+ | SH |
| DBEF | DBX ETF TR | 14K | $500K+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 2K | $500K+ | SH |
| RDIV | INVESCO EXCH TRADED FD TR II | 12K | $500K+ | SH |
| SECR | NEW YORK LIFE INVTS ACTIVE E | 24K | $500K+ | SH |
| CVX | CHEVRON CORP NEW | 4K | $500K+ | SH |
| SDVY | FIRST TR EXCHANGE-TRADED FD | 16K | $500K+ | SH |
| PDP | INVESCO EXCHANGE TRADED FD T | 5K | $500K+ | SH |
| DE | DEERE & CO | 1K | $500K+ | SH |
| ITWO | PROSHARES TR | 14K | $500K+ | SH |
| TXT | TEXTRON INC | 6K | $500K+ | SH |
| PG | PROCTER AND GAMBLE CO | 4K | $500K+ | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 9K | $500K+ | SH |
| CSCO | CISCO SYS INC | 7K | $500K+ | SH |
| QJUN | FIRST TR EXCHNG TRADED FD VI | 15K | $100K–$500K | SH |
| EMLP | FIRST TR EXCHANGE-TRADED FD | 12K | $100K–$500K | SH |
| SO | SOUTHERN CO | 5K | $100K–$500K | SH |
| TDG | TRANSDIGM GROUP INC | 321 | $100K–$500K | SH |
| MGC | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| MLM | MARTIN MARIETTA MATLS INC | 659 | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC | 465 | $100K–$500K | SH |
| COHR | COHERENT CORP | 2K | $100K–$500K | SH |
| SHOP | SHOPIFY INC | 2K | $100K–$500K | SH |
| DPZ | DOMINOS PIZZA INC | 927 | $100K–$500K | SH |
| FFOG | FRANKLIN TEMPLETON ETF TR | 8K | $100K–$500K | SH |
| HEGD | LISTED FDS TR | 14K | $100K–$500K | SH |
| WELL | WELLTOWER INC | 2K | $100K–$500K | SH |
| PSH | PGIM ETF TR | 7K | $100K–$500K | SH |
| LVHI | LEGG MASON ETF INVT | 9K | $100K–$500K | SH |
| JAAA | JANUS DETROIT STR TR | 6K | $100K–$500K | SH |
| PH | PARKER-HANNIFIN CORP | 365 | $100K–$500K | SH |
| XAR | SPDR SERIES TRUST | 1K | $100K–$500K | SH |
| SPDW | SPDR INDEX SHS FDS | 7K | $100K–$500K | SH |
| GBIL | GOLDMAN SACHS ETF TR | 3K | $100K–$500K | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 7K | $100K–$500K | SH |
| EQIX | EQUINIX INC | 396 | $100K–$500K | SH |
| IWV | ISHARES TR | 783 | $100K–$500K | SH |
| WDAY | WORKDAY INC | 1K | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO | 809 | $100K–$500K | SH |
| GJUN | FIRST TR EXCHNG TRADED FD VI | 8K | $100K–$500K | SH |
| LGLV | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| RCTR | FIRST TR EXCHANGE TRADED FD | 9K | $100K–$500K | SH |
| CNEQ | THE ALGER ETF TRUST | 8K | $100K–$500K | SH |
| FRTY | THE ALGER ETF TRUST | 13K | $100K–$500K | SH |
| IWM | ISHARES TR | 1K | $100K–$500K | SH |
| IWF | ISHARES TR | 565 | $100K–$500K | SH |
| KO | COCA COLA CO | 4K | $100K–$500K | SH |
| AVUS | AMERICAN CENTY ETF TR | 2K | $100K–$500K | SH |
| ABT | ABBOTT LABS | 2K | $100K–$500K | SH |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 7K | $100K–$500K | SH |