PROSPERITY FINANCIAL GROUP, INC. 13F Portfolio
PROSPERITY FINANCIAL GROUP, INC. runs PROSPERITY FINANCIAL GROUP, INC. and currently holds 184 stock positions, which is fewer than the average of 231 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%.
Portfolio Value
$322.65M
Alpha Score
64.7
#388 of 1000
Holdings
184
PROSPERITY FINANCIAL GROUP, INC. Current 13F Holdings
Reported holdings from PROSPERITY FINANCIAL GROUP, INC.'s latest SEC 13F filing, ranked by portfolio weight.
184 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
AAPL APPLE INC | 6.65% | $171.93 | $336.68 | +95.82% | Added +0.41% |
NVDA NVIDIA CORPORATION | 3.72% | $64.95 | $229.28 | +253.01% | Trimmed -9.43% |
AIRR FIRST TR EXCHANGE TRADED FD | 2.66% | $90.19 | $104.19 | +15.52% | Added +40.90% |
GOOGL ALPHABET INC | 2.52% | $144.67 | $351.66 | +143.08% | Added +5.50% |
IS ISPY PROSHARES TR | 2.32% | $43.28 | $48.57 | +12.22% | Added +3.38% |
MSFT MICROSOFT CORP | 2.29% | $290.92 | $535.07 | +83.92% | Added +0.42% |
PVAL PUTNAM ETF TRUST | 2.11% | $30.62 | $53.93 | +76.13% | Trimmed -0.39% |
AMD ADVANCED MICRO DEVICES INC | 1.78% | $150.70 | $608.10 | +303.52% | Added +2.15% |
ALAI THE ALGER ETF TRUST | 1.63% | $45.64 | $47.02 | +3.02% | New Buy |
AVLV AMERICAN CENTY ETF TR | 1.61% | $61.40 | $92.41 | +50.50% | Added +4.33% |
Showing 1-10 of 184