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PROSPERITY FINANCIAL GROUP, INC. 13F portfolio summary

PROSPERITY FINANCIAL GROUP, INC. of PROSPERITY FINANCIAL GROUP, INC. has 173 current stock holdings with a reported portfolio value of $270.8M. The portfolio 1 year return is +23.46%. Top holdings include PDP (0.00%), SPY (0.00%), AAAU (0.00%), CGCB (0.00%), AAPL (7.67%).

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PROSPERITY FINANCIAL GROUP, INC.

PROSPERITY FINANCIAL GROUP, INC.
Latest filing: 2026-03-31

PROSPERITY FINANCIAL GROUP, INC. runs PROSPERITY FINANCIAL GROUP, INC. and currently holds 173 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $270.78M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. PROSPERITY FINANCIAL GROUP, INC. ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, PROSPERITY FINANCIAL GROUP, INC.'s portfolio at PROSPERITY FINANCIAL GROUP, INC. has delivered returns of +23.46%. Their 3-year annualized return is +59.68%. Looking at the 5-year horizon, PROSPERITY FINANCIAL GROUP, INC. has achieved +67.99% annualized returns at PROSPERITY FINANCIAL GROUP, INC..

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+23.46%
#0/1000
3 Year
+59.68%
#0/1000
5 Year
+67.99%
#0/1000

Portfolio Value

$270.78M

Alpha Score

49.7

#0 of 1000

Holdings

173

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change