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 151–180 of 180
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BTC | GRAYSCALE BITCOIN MINI TR ET | 7K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 2K | $100K–$500K | SH |
| STRL | STERLING INFRASTRUCTURE INC | 799 | $100K–$500K | SH |
| NFLX | NETFLIX INC | 3K | $100K–$500K | SH |
| DVY | ISHARES TR | 2K | $100K–$500K | SH |
| BR | BROADRIDGE FINL SOLUTIONS IN | 1K | $100K–$500K | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 3K | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 2K | $100K–$500K | SH |
| MGK | VANGUARD WORLD FD | 573 | $100K–$500K | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 794 | $100K–$500K | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 874 | $100K–$500K | SH |
| KNG | FIRST TR EXCHANGE-TRADED FD | 5K | $100K–$500K | SH |
| GAIN | GLADSTONE INVT CORP | 16K | $100K–$500K | SH |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 3K | $100K–$500K | SH |
| MRSH | MARSH & MCLENNAN COS INC | 1K | $100K–$500K | SH |
| QCOM | QUALCOMM INC | 1K | $100K–$500K | SH |
| AJG | GALLAGHER ARTHUR J & CO | 826 | $100K–$500K | SH |
| DIVI | FRANKLIN TEMPLETON ETF TR | 5K | $100K–$500K | SH |
| DGRO | ISHARES TR | 3K | $100K–$500K | SH |
| TLN | TALEN ENERGY CORP | 563 | $100K–$500K | SH |
| QQQ | INVESCO QQQ TR | 340 | $100K–$500K | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 425 | $100K–$500K | SH |
| TFPN | TIDAL TRUST II | 8K | $100K–$500K | SH |
| AEE | AMEREN CORP | 2K | $100K–$500K | SH |
| ET | ENERGY TRANSFER L P | 10K | $100K–$500K | SH |
| CLSK | CLEANSPARK INC | 12K | $100K–$500K | SH |
| ORCL | ORACLE CORP | 447 | $50K–$100K | SH |
| NIO | NIO INC | 8K | $15K–$50K | SH (Call) |
| INVZ | INNOVIZ TECHNOLOGIES LTD | 10K | $1K–$15K | SH (Call) |
| HTCR | HEARTCORE ENTERPRISES INC | 15K | $1K–$15K | SH |