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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 $270,779,605
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 73,899 $18,754,788 6.93%
2.
Nvidia Corp
 NVDA 66,273 $11,558,008 4.27%
3.
Microsoft Corp
 MSFT 19,684 $7,286,400 2.69%
4.
Proshares Tr - S&P 500 HIGH INC
 150,558 $6,526,687 2.41%
5.
Putnam Etf Trust
 134,141 $6,224,138 2.3%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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