HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 APPLE INC |
58,364 | +1,757 | $11,237 |
| AAPL | 58,364 | +1,757 | $11,237 |
| PUTNAM ETF TRUST (PVAL) |
279,669 | -5,562 | $8,821 |
| PVAL | 279,669 | -5,562 | $8,821 |
| FIRST TR EXCHANGE TRADED FD (FTSM) |
127,268 | +287 | $7,593 |
| FTSM | 127,268 | +287 | $7,593 |
| FIRST TR EXCHANGE TRADED FD (RDVI) |
297,996 | -10,973 | $6,878 |
| RDVI | 297,996 | -10,973 | $6,878 |
| MICROSOFT CORP |
16,657 | +254 | $6,264 |
| MSFT | 16,657 | +254 | $6,264 |
| SPDR SER TR (JNK) |
55,369 | +55,369 | $5,245 |
| JNK | 55,369 | +55,369 | $5,245 |
| GLOBAL X FDS |
155,828 | +2,586 | $4,441 |
| BOTZ | 155,828 | +2,586 | $4,441 |
| J P MORGAN EXCHANGE TRADED F (JEPI) |
70,912 | -2,224 | $3,899 |
| JEPI | 70,912 | -2,224 | $3,899 |
| FIRST TR EXCHANGE TRADED FD (KNG) |
68,499 | -6,730 | $3,540 |
| KNG | 68,499 | -6,730 | $3,540 |
| PROSHARES TR (NOBL) |
35,845 | -2,016 | $3,412 |
| NOBL | 35,845 | -2,016 | $3,412 |
| J P MORGAN EXCHANGE TRADED F (JEPQ) |
66,818 | +4,013 | $3,336 |
| JEPQ | 66,818 | +4,013 | $3,336 |
| FIRST TR EXCHANGE TRADED FD (SKYY) |
36,122 | -701 | $3,167 |
| SKYY | 36,122 | -701 | $3,167 |
| FIRST TR EXCHNG TRADED FD VI (GJUN) |
82,267 | +5,156 | $2,615 |
| GJUN | 82,267 | +5,156 | $2,615 |
| FIRST TR EXCHNG TRADED FD VI (QJUN) |
105,629 | +14,297 | $2,545 |
| QJUN | 105,629 | +14,297 | $2,545 |
| GLOBAL X FDS |
64,701 | +3,466 | $2,285 |
| SNSR | 64,701 | +3,466 | $2,285 |
| AMAZON COM INC |
14,435 | +1,169 | $2,193 |
| AMZN | 14,435 | +1,169 | $2,193 |
| ALPHABET INC |
15,294 | +282 | $2,136 |
| GOOGL | 15,294 | +282 | $2,136 |
| COSTCO WHSL CORP NEW |
2,865 | +35 | $1,891 |
| COST | 2,865 | +35 | $1,891 |
| NVIDIA CORPORATION |
3,732 | +47 | $1,848 |
| NVDA | 3,732 | +47 | $1,848 |
| CAPITAL GROUP CORE EQUITY ET |
62,849 | -3,159 | $1,779 |
| CGUS | 62,849 | -3,159 | $1,779 |
| AMERICAN CENTY ETF TR (ESGY) |
36,528 | -2,552 | $1,669 |
| ESGY | 36,528 | -2,552 | $1,669 |
| FIRST TR EXCHANGE TRADED FD (CIBR) |
28,236 | +2,856 | $1,520 |
| CIBR | 28,236 | +2,856 | $1,520 |
| ISHARES TR (SOXX) |
2,502 | +157 | $1,441 |
| SOXX | 2,502 | +157 | $1,441 |
| FIRST TR EXCHANGE TRADED FD (TDIV) |
21,988 | +360 | $1,409 |
| TDIV | 21,988 | +360 | $1,409 |
| HOME DEPOT INC |
4,045 | -108 | $1,402 |
| HD | 4,045 | -108 | $1,402 |
| AMERICAN CENTY ETF TR (AVLV) |
24,204 | +4,844 | $1,398 |
| AVLV | 24,204 | +4,844 | $1,398 |
| PUTNAM ETF TRUST (PBDC) |
43,575 | -8,461 | $1,380 |
| PBDC | 43,575 | -8,461 | $1,380 |
| SPDR S&P 500 ETF TR (SPY) |
2,902 | -10 | $1,379 |
| SPY | 2,902 | -10 | $1,379 |
| ACCENTURE PLC IRELAND |
3,769 | -292 | $1,323 |
| ACN | 3,769 | -292 | $1,323 |
| INVESCO QQQ TR |
2,996 | -1,177 | $1,227 |
| QQQ | 2,996 | -1,177 | $1,227 |
| VISA INC |
4,260 | +556 | $1,109 |
| V | 4,260 | +556 | $1,109 |
| MARSH & MCLENNAN COS INC |
5,641 | -240 | $1,069 |
| MMC | 5,641 | -240 | $1,069 |
| GLOBAL X FDS |
29,856 | +590 | $1,029 |
| PAVE | 29,856 | +590 | $1,029 |
| UNITEDHEALTH GROUP INC |
1,871 | -43 | $985 |
| UNH | 1,871 | -43 | $985 |
| STRATEGY SHS |
27,543 | UNCH | $981 |
| SSUS | 27,543 | UNCH | $981 |
| TESLA INC |
3,903 | +282 | $970 |
| TSLA | 3,903 | +282 | $970 |
| META PLATFORMS INC |
2,713 | +78 | $960 |
| META | 2,713 | +78 | $960 |
| PUTNAM ETF TRUST (PGRO) |
32,783 | +16,774 | $950 |
| PGRO | 32,783 | +16,774 | $950 |
| PROSHARES TR (TDV) |
13,480 | -777 | $938 |
| TDV | 13,480 | -777 | $938 |
| ELI LILLY & CO |
1,524 | +47 | $888 |
| LLY | 1,524 | +47 | $888 |
| ALPHABET INC |
6,277 | +1,502 | $885 |
| GOOG | 6,277 | +1,502 | $885 |
| BROADCOM INC |
791 | +6 | $883 |
| AVGO | 791 | +6 | $883 |
| ZOETIS INC |
4,243 | -131 | $837 |
| ZTS | 4,243 | -131 | $837 |
| SPDR SER TR (SPTM) |
13,755 | +6,871 | $804 |
| SPTM | 13,755 | +6,871 | $804 |
| FIRST TR EXCHANGE TRADED FD (ROBT) |
16,913 | +28 | $770 |
| ROBT | 16,913 | +28 | $770 |
| PALANTIR TECHNOLOGIES INC |
44,200 | +44,200 | $759 |
| PLTR | 44,200 | +44,200 | $759 |
| ABBVIE INC |
4,441 | +67 | $688 |
| ABBV | 4,441 | +67 | $688 |
| LULULEMON ATHLETICA INC |
1,298 | +120 | $664 |
| LULU | 1,298 | +120 | $664 |
| PROSHARES TR (CSM) |
12,026 | -141 | $659 |
| CSM | 12,026 | -141 | $659 |
| CAPITAL GRP FIXED INCM ETF T (CGCP) |
28,862 | -2,478 | $655 |
| CGCP | 28,862 | -2,478 | $655 |
See Full List: All Stocks Held By Prosperity Financial Group Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Prosperity Financial Group Inc.
|
Size ($ in 1000's)
At 12/31/2023: $144,064 At 09/30/2023: $121,064 Prosperity Financial Group Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Prosperity Financial Group Inc. 13F filings. Link to 13F filings: SEC filings |
