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PROSPERITY FINANCIAL GROUP, INC.
PROSPERITY FINANCIAL GROUP, INC.
Latest filing: 2026-06-30
PROSPERITY FINANCIAL GROUP, INC. runs PROSPERITY FINANCIAL GROUP, INC. and currently holds 184 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $322.65M. Their top holdings are AAPL, NVDA, AIRR, GOOGL, ISPY. The top five represent 17.9% of reported portfolio weight. PROSPERITY FINANCIAL GROUP, INC. ranks #388 out of 1000 investors tracked by Alpha Score. In the most recent quarter, PROSPERITY FINANCIAL GROUP, INC. initiated 4 new positions. They added to 68 existing positions. They trimmed 28 positions. Their current best-performing preview position is SNDK with returns of +257.88%.
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184 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AAPL APPLE INC | 6.65% | $171.93 | $309.35 | +79.93% | Added +0.41% |
 NVDA NVIDIA CORPORATION | 3.72% | $64.95 | $214.76 | +230.65% | Trimmed -9.43% |
 AIRR FIRST TR EXCHANGE TRADED FD | 2.66% | $90.19 | $115.27 | +27.81% | Added +40.90% |
 GOOGL ALPHABET INC | 2.52% | $144.67 | $344.82 | +138.35% | Added +5.50% |
IS ISPY PROSHARES TR | 2.32% | $43.28 | $48.38 | +11.78% | Added +3.38% |
 MSFT MICROSOFT CORP | 2.29% | $290.92 | $483.24 | +66.11% | Added +0.42% |
 PVAL PUTNAM ETF TRUST | 2.11% | $30.62 | $54.25 | +77.17% | Trimmed -0.39% |
 AMD ADVANCED MICRO DEVICES INC | 1.78% | $150.70 | $473.25 | +214.03% | Added +2.15% |
 ALAI THE ALGER ETF TRUST | 1.63% | $45.64 | $44.64 | -2.19% | New Buy |
 AVLV AMERICAN CENTY ETF TR | 1.61% | $61.40 | $94.63 | +54.11% | Added +4.33% |
Showing 1-10 of 184