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Home > Institutional Investor > Prosperity Financial Group, Inc. > Profile

Instuitional Investor - Prosperity Financial Group, Inc.

Fund Profile
Filing Period:
Fund Name: Prosperity Financial Group, Inc.
Portfolio Value $200,901,217
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 56,989 $12,658,993 6.3%
2.
Nvidia Corp
 NVDA 70,065 $7,593,659 3.78%
3.
Microsoft Corp
 MSFT 19,082 $7,163,222 3.57%
4.
First Tr Exchng Traded Fd Vi
 212,119 $6,000,847 2.99%
5.
Putnam Etf Trust
 150,145 $5,717,507 2.85%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)