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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 $322,649,169
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 74,205 $21,472,029 6.65%
2.
Nvidia Corp
 NVDA 60,025 $12,010,573 3.72%
3.
First Tr Exchange Traded Fd - RBA INDL ETF
 64,320 $8,570,748 2.66%
4.
Alphabet Inc.
 GOOGL 22,716 $8,118,082 2.52%
5.
Proshares Tr - S&P 500 HIGH ETF
 155,650 $7,500,797 2.32%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.