Prosperity Financial Group, Inc. - Portfolio overview

Prosperity Financial Group, Inc. has 214 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 6.50%
2. NVDA - NVIDIA CORPORATION, 4.01%
3. MSFT - MICROSOFT CORP, 2.53%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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