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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 $144,084,961
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 58,364 $11,236,915 7.79%
2.
Putnam Etf Trust
 279,669 $8,820,745 6.12%
3.
First Tr Exchange-Traded Fd
 127,268 $7,592,818 5.26%
4.
First Tr Exchange-Traded Fd
 297,996 $6,877,747 4.77%
5.
Microsoft Corp
 MSFT 16,657 $6,263,857 4.34%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)