Prosperity Financial Group, Inc.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1991334
Institutional-grade research for retail investors
13F Reported Value
ⓘ$270.8M
Holdings
186
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Prosperity Financial Group, Inc. disclosed 186 positions worth $270.8M in its Form 13F-HR for Q1 2026, led by $AAPL (Apple Inc.) at 6.9% of the equity portfolio, followed by $NVDA and $MSFT. During the quarter the fund opened 13 new positions and exited 17 — including a new stake in $TJX and a full exit from $ALAB. The portfolio is most concentrated in Other (52.8% of disclosed assets). All figures are sourced directly from Prosperity Financial Group, Inc.’s Form 13F-HR filing with the SEC under CIK 1991334.
AI Fund Analysis
Diversifying
$AAPL6.9% weight
Held 6 quarters
$NVDA4.3% weight
Held 6 quarters
$MSFT2.7% weight
Held 6 quarters
PROSHARES TR
2.4% weight
Held 6 quarters
PUTNAM ETF TRUST
2.3% weight
Held 6 quarters
$JPM6 quarters accumulating
$META6 quarters accumulating
SPDR SERIES TRUST
6 quarters accumulating
FIRST TR EXCHANGE-TRADED F
6 quarters accumulating
$ISRG6 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.1#112
Quality
$18.8M73,899 sh - 90.2#1
Quality
$11.6M66,273 sh - 83.7#15
Quality
$7.3M19,684 sh PROSHARES TR
—Quality
$6.5M150,558 shPUTNAM ETF TRUST
—Quality
$6.2M134,141 sh- 80.2
Quality
$6.2M21,532 sh FIRST TR EXCHANGE TRADED FD
—Quality
$5.1M45,648 shPGIM ETF TR
—Quality
$5.0M51,257 shFIRST TR EXCHNG TRADED FD VI
—Quality
$4.8M216,674 shFIRST TR EXCHANGE-TRADED FD
—Quality
$4.7M105,409 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.1#112 | $18.8M | 73,899 |
| NVIDIA CORP$NVDA | 90.2#1 | $11.6M | 66,273 |
| MICROSOFT CORP$MSFT | 83.7#15 | $7.3M | 19,684 |
| PROSHARES TR | — | $6.5M | 150,558 |
| PUTNAM ETF TRUST | — | $6.2M | 134,141 |
 Alphabet Inc.$GOOG | 80.2 | $6.2M | 21,532 |
| FIRST TR EXCHANGE TRADED FD | — | $5.1M | 45,648 |
| PGIM ETF TR | — | $5.0M | 51,257 |
| FIRST TR EXCHNG TRADED FD VI | — | $4.8M | 216,674 |
| FIRST TR EXCHANGE-TRADED FD | — | $4.7M | 105,409 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Prosperity Financial Group, Inc.'s 186 positions.
Showing top 10 of 186 holdings.
Sector Allocation
Other
$143.1M
Technology
$68.6M
Financials
$16.8M
Industrials
$16.7M
Consumer Discretionary
$12.0M
Healthcare
$7.4M
Utilities
$2.5M
Energy
$1.4M
Full Holdings — Prosperity Financial Group, Inc. (Q1 2026)
All 186 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $18.8M | 6.9% | +18% | 76.1 |
| 2 | $NVDA | NVIDIA CORP | $11.6M | 4.3% | +1% | 90.2 |
| 3 | $MSFT | MICROSOFT CORP | $7.3M | 2.7% | +2% | 83.7 |
| 4 | — | PROSHARES TR | $6.5M | 2.4% | +5% | — |
| 5 | — | PUTNAM ETF TRUST | $6.2M | 2.3% | -12% | — |
| 6 | $GOOG | Alphabet Inc. | $6.2M | 2.3% | +1% | 80.2 |
| 7 | — | FIRST TR EXCHANGE TRADED FD | $5.1M | 1.9% | -11% | — |
| 8 | — | PGIM ETF TR | $5.0M | 1.8% | -5% | — |
| 9 | — | FIRST TR EXCHNG TRADED FD VI | $4.8M | 1.8% | -24% | — |
| 10 | — | FIRST TR EXCHANGE-TRADED FD | $4.7M | 1.7% | -15% | — |
| 11 | — | NEW YORK LIFE INVESTMENTS ET | $4.7M | 1.7% | +42% | — |
| 12 |  $AMZN | AMAZON COM INC | $4.5M | 1.6% | -0% | 74.6 |
| 13 | — | PGIM ETF TR | $4.5M | 1.6% | +5% | — |
| 14 | — | AMERICAN CENTY ETF TR | $4.4M | 1.6% | -9% | — |
| 15 | — | MFS ACTIVE EXCHANGE TRADED F | $4.3M | 1.6% | -4% | — |
| 16 | $JPM | JPMORGAN CHASE & CO | $4.0M | 1.5% | +29% | 35.6 |
| 17 | — | FIRST TR EXCHANGE-TRADED FD | $4.0M | 1.5% | +3% | — |
| 18 | — | ETFIS SER TR I | $3.6M | 1.3% | +29% | — |
| 19 | — | PUTNAM ETF TRUST | $3.6M | 1.3% | -32% | — |
| 20 |  $PLTR | Palantir Technologies Inc. | $3.6M | 1.3% | -0% | 85.8 |
| 21 | — | FIRST TR EXCHANGE-TRADED FD | $3.5M | 1.3% | +6% | — |
| 22 | — | ZACKS TRUST | $3.5M | 1.3% | -4% | — |
| 23 |  $TSLA | Tesla, Inc. | $3.4M | 1.3% | +1% | 50.1 |
| 24 |  $COST | COSTCO WHOLESALE CORP /NEW | $3.3M | 1.2% | -1% | 67 |
| 25 | — | STARBOARD INVT TR | $3.1M | 1.1% | -0% | — |
| 26 | — | FIRST TR EXCHANGE TRADED FD | $3.0M | 1.1% | -9% | — |
| 27 | — | CAPITAL GROUP INTERNATIONAL | $2.9M | 1.1% | +73% | — |
| 28 | — | DBX ETF TR | $2.8M | 1.1% | -1% | — |
| 29 | — | GLOBAL X FDS | $2.8M | 1.0% | -10% | — |
| 30 |  $AVGO | Broadcom Inc. | $2.8M | 1.0% | -35% | 86.4 |
| 31 | — | GOLDMAN SACHS ETF TR | $2.7M | 1.0% | -0% | — |
| 32 | $META | Meta Platforms, Inc. | $2.7M | 1.0% | +3% | 80.9 |
| 33 |  $ABBV | AbbVie Inc. | $2.5M | 0.9% | +159% | 59.3 |
| 34 | — | GLOBAL X FDS | $2.4M | 0.9% | +42% | — |
| 35 |  $CAT | CATERPILLAR INC | $2.2M | 0.8% | +23% | 67.8 |
| 36 |  $GBTC | Grayscale Bitcoin Trust ETF | $2.0M | 0.8% | -1% | — |
| 37 | — | COLUMBIA ETF TR I | $2.0M | 0.7% | +20% | — |
| 38 |  $AMD | ADVANCED MICRO DEVICES INC | $2.0M | 0.7% | +2% | 78.8 |
| 39 | — | ZACKS TRUST | $1.9M | 0.7% | -4% | — |
| 40 | — | FIRST TR EXCHNG TRADED FD VI | $1.9M | 0.7% | +8% | — |
| 41 |  $SNDK | Sandisk Corp | $1.8M | 0.7% | -85% | 88.8 |
| 42 |  $SPY | SPDR S&P 500 ETF TRUST | $1.8M | 0.7% | -3% | — |
| 43 | — | AMERICAN CENTY ETF TR | $1.7M | 0.6% | -7% | — |
| 44 | — | GLOBAL X FDS | $1.7M | 0.6% | -15% | — |
| 45 | — | SPDR SERIES TRUST | $1.6M | 0.6% | +4% | — |
| 46 | — | MFS ACTIVE EXCHANGE TRADED F | $1.5M | 0.6% | +0% | — |
| 47 | — | FIRST TR EXCHANGE-TRADED FD | $1.5M | 0.6% | -2% | — |
| 48 | — | AMERICAN CENTY ETF TR | $1.5M | 0.6% | -9% | — |
| 49 |  $V | VISA INC. | $1.5M | 0.5% | +2% | 83.5 |
| 50 |  $KLAC | KLA CORP | $1.4M | 0.5% | -2% | 84.4 |
| 51 | — | FIRST TR EXCHANGE-TRADED FD | $1.4M | 0.5% | +35% | — |
| 52 |  $PWR | QUANTA SERVICES, INC. | $1.4M | 0.5% | +2% | 62.6 |
| 53 |  $LLY | ELI LILLY & Co | $1.4M | 0.5% | +4% | 89.3 |
| 54 |  $ETN | Eaton Corp plc | $1.4M | 0.5% | +8% | — |
| 55 | — | AMERICAN CENTY ETF TR | $1.4M | 0.5% | -20% | — |
| 56 | — | FIRST TR EXCHANGE-TRADED FD | $1.4M | 0.5% | +41% | — |
| 57 | — | CAPITAL GRP FIXED INCM ETF T | $1.4M | 0.5% | +22% | — |
| 58 |  $UBER | Uber Technologies, Inc | $1.3M | 0.5% | -1% | 79.3 |
| 59 |  $RSG | REPUBLIC SERVICES, INC. | $1.3M | 0.5% | +59% | 72 |
| 60 |  $LRCX | LAM RESEARCH CORP | $1.3M | 0.5% | +5% | 82.4 |
| 61 | $ISRG | INTUITIVE SURGICAL INC | $1.3M | 0.5% | +93% | 81.4 |
| 62 | — | GOLDMAN SACHS ETF TR | $1.3M | 0.5% | -11% | — |
| 63 |  $HD | HOME DEPOT, INC. | $1.3M | 0.5% | +2% | 69.2 |
| 64 | — | AMERICAN CENTY ETF TR | $1.3M | 0.5% | -81% | — |
| 65 |  $TJX | TJX COMPANIES INC /DE/ | $1.3M | 0.5% | NEW | 70.7 |
| 66 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.3M | 0.5% | -0% | 64.5 |
| 67 |  $JNJ | JOHNSON & JOHNSON | $1.2M | 0.5% | -1% | 72.8 |
| 68 |  $VIK | Viking Holdings Ltd | $1.2M | 0.4% | +3% | — |
| 69 | — | 2023 ETF SERIES TRUST | $1.2M | 0.4% | NEW | — |
| 70 |  $AAAU | Goldman Sachs Physical Gold ETF | $1.1M | 0.4% | +45% | — |
| 71 |  $MPWR | MONOLITHIC POWER SYSTEMS INC | $1.1M | 0.4% | -0% | 76.3 |
| 72 | — | NEW YORK LIFE INVTS ACTIVE E | $1.1M | 0.4% | +20% | — |
| 73 | — | FIRST TR EXCHANGE-TRADED FD | $1.1M | 0.4% | -56% | — |
| 74 | — | PACER FDS TR | $1.1M | 0.4% | -7% | — |
| 75 |  $CRM | Salesforce, Inc. | $1.1M | 0.4% | -17% | 75.2 |
| 76 | — | FIRST TR EXCHNG TRADED FD VI | $1.0M | 0.4% | +1% | — |
| 77 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $1.0M | 0.4% | +3% | — |
| 78 |  $ROK | ROCKWELL AUTOMATION, INC | $1.0M | 0.4% | NEW | 68.2 |
| 79 | — | VANGUARD INDEX FDS | $1.0M | 0.4% | +12% | — |
| 80 | — | FEDERATED HERMES ETF TRUST | $996,174 | 0.4% | +1% | — |
| 81 | — | FEDERATED HERMES ETF TRUST | $962,928 | 0.4% | +5% | — |
| 82 |  $WT | WisdomTree, Inc. | $958,921 | 0.3% | +20% | 62.9 |
| 83 |  $WMT | Walmart Inc. | $952,837 | 0.3% | +10% | 63.2 |
| 84 | — | NEW YORK LIFE INVTS ACTIVE E | $939,318 | 0.3% | +53% | — |
| 85 |  $GOOGL | Alphabet Inc. | $927,855 | 0.3% | +1% | 80.2 |
| 86 |  $RACE | Ferrari N.V. | $918,215 | 0.3% | +3% | — |
| 87 | — | J P MORGAN EXCHANGE TRADED F | $905,016 | 0.3% | -2% | — |
| 88 | — | GOLDMAN SACHS ETF TR | $899,122 | 0.3% | +6% | — |
| 89 |  $ZS | Zscaler, Inc. | $879,338 | 0.3% | -3% | 57.9 |
| 90 |  $MA | Mastercard Inc | $863,483 | 0.3% | -3% | 81.7 |
| 91 |  $CVX | CHEVRON CORP | $859,765 | 0.3% | +3% | 54.7 |
| 92 |  $GLD | SPDR GOLD TRUST | $844,229 | 0.3% | +1% | — |
| 93 | — | ISHARES TR | $809,867 | 0.3% | -9% | — |
| 94 | — | VANGUARD INDEX FDS | $780,544 | 0.3% | +0% | — |
| 95 | — | FIRST TR EXCHANGE TRADED FD | $761,282 | 0.3% | +22% | — |
| 96 |  $DE | DEERE & CO | $755,712 | 0.3% | +5% | 57.4 |
| 97 |  $IVZ | Invesco Ltd. | $750,734 | 0.3% | +6% | — |
| 98 | — | J P MORGAN EXCHANGE TRADED F | $748,154 | 0.3% | -2% | — |
| 99 | — | PROSHARES TR | $739,222 | 0.3% | +0% | — |
| 100 | — | FIRST TR EXCHANGE TRADED FD | $736,469 | 0.3% | +214% | — |
| 101 |  $UNH | UNITEDHEALTH GROUP INC | $724,380 | 0.3% | +5% | 66.8 |
| 102 | — | DBX ETF TR | $687,648 | 0.3% | +2% | — |
| 103 | — | SPDR SERIES TRUST | $678,651 | 0.3% | -26% | — |
| 104 |  $IOT | Samsara Inc. | $658,138 | 0.2% | +3% | 61.3 |
| 105 |  $ETHE | Grayscale Ethereum Staking ETF | $654,532 | 0.2% | +0% | — |
| 106 | $IVZ | Invesco Ltd. | $642,432 | 0.2% | -3% | — |
| 107 | $IVZ | Invesco Ltd. | $623,637 | 0.2% | +0% | — |
| 108 |  $TOST | Toast, Inc. | $572,855 | 0.2% | +4% | 69.5 |
| 109 |  $TXT | TEXTRON INC | $566,075 | 0.2% | +3% | 58.2 |
| 110 | — | PROSHARES TR | $563,523 | 0.2% | -2% | — |
| 111 |  $TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | $559,320 | 0.2% | +1% | 47.2 |
| 112 |  $PG | PROCTER & GAMBLE Co | $555,113 | 0.2% | +3% | 72.9 |
| 113 | — | FIRST TR EXCHANGE-TRADED FD | $541,971 | 0.2% | +0% | — |
| 114 |  $COHR | COHERENT CORP. | $520,251 | 0.2% | +0% | 64 |
| 115 | — | J P MORGAN EXCHANGE TRADED F | $517,869 | 0.2% | +3% | — |
| 116 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $517,550 | 0.2% | +1% | 66.7 |
| 117 | — | LEGG MASON ETF INVT | $506,236 | 0.2% | +40% | — |
| 118 |  $CSCO | CISCO SYSTEMS, INC. | $503,398 | 0.2% | -3% | 72.3 |
| 119 | — | ISHARES TR | $491,834 | 0.2% | -27% | — |
| 120 |  $NOW | ServiceNow, Inc. | $480,930 | 0.2% | +3% | 76 |
| 121 |  $SO | SOUTHERN CO | $477,303 | 0.2% | +1% | 65.1 |
| 122 | — | FIRST TR EXCHNG TRADED FD VI | $463,582 | 0.2% | -1% | — |
| 123 |  $GS | GOLDMAN SACHS GROUP INC | $447,529 | 0.2% | +14% | — |
| 124 |  $EQIX | EQUINIX INC | $418,568 | 0.1% | +8% | 61.4 |
| 125 | — | FEDERATED HERMES ETF TRUST | $417,488 | 0.1% | -79% | — |
| 126 |  $MLM | MARTIN MARIETTA MATERIALS INC | $402,659 | 0.1% | +4% | 67.6 |
| 127 | — | VANGUARD WORLD FD | $394,705 | 0.1% | +0% | — |
| 128 |  $TDG | TransDigm Group INC | $387,093 | 0.1% | +4% | 75.4 |
| 129 |  $WELL | WELLTOWER INC. | $367,147 | 0.1% | -5% | 75.7 |
| 130 | — | LISTED FDS TR | $360,348 | 0.1% | +1% | — |
| 131 | $GS | GOLDMAN SACHS GROUP INC | $348,260 | 0.1% | +13% | — |
| 132 |  $XOM | EXXON MOBIL CORP | $344,653 | 0.1% | -2% | 61.8 |
| 133 |  $DPZ | DOMINOS PIZZA INC | $344,445 | 0.1% | +4% | 69.8 |
| 134 |  $PH | Parker-Hannifin Corp | $341,086 | 0.1% | +4% | 73.8 |
| 135 | $IVZ | Invesco Ltd. | $336,153 | 0.1% | +52% | — |
| 136 | — | SPDR SERIES TRUST | $335,264 | 0.1% | +0% | — |
| 137 | — | PGIM ETF TR | $332,287 | 0.1% | +0% | — |
| 138 |  $STRL | STERLING INFRASTRUCTURE, INC. | $326,223 | 0.1% | +0% | 73.3 |
| 139 | — | JANUS DETROIT STR TR | $324,328 | 0.1% | +1% | — |
| 140 | — | THE ALGER ETF TRUST | $315,027 | 0.1% | +27% | — |
| 141 | — | SPDR SERIES TRUST | $310,568 | 0.1% | +157% | — |
| 142 | — | ISHARES TR | $308,098 | 0.1% | +64% | — |
| 143 | — | FIRST TR EXCHANGE-TRADED FD | $305,863 | 0.1% | -90% | — |
| 144 | — | ETF SER SOLUTIONS | $304,944 | 0.1% | NEW | — |
| 145 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $300,626 | 0.1% | +10% | 66.5 |
| 146 |  $KO | COCA COLA CO | $299,431 | 0.1% | +3% | 74 |
| 147 | — | FIRST TR EXCHANGE-TRADED FD | $298,031 | 0.1% | +0% | — |
| 148 | — | FIRST TR EXCHNG TRADED FD VI | $296,438 | 0.1% | -0% | — |
| 149 |  $SHOP | SHOPIFY INC. | $290,975 | 0.1% | +0% | — |
| 150 | — | ISHARES TR | $290,103 | 0.1% | +0% | — |
| 151 |  $EME | EMCOR Group, Inc. | $284,988 | 0.1% | NEW | 71.7 |
| 152 | — | SPDR SERIES TRUST | $284,248 | 0.1% | +0% | — |
| 153 |  $FIX | COMFORT SYSTEMS USA INC | $282,693 | 0.1% | NEW | 79.5 |
| 154 | — | SPDR INDEX SHS FDS | $276,534 | 0.1% | -18% | — |
| 155 | — | FRANKLIN TEMPLETON ETF TR | $275,326 | 0.1% | +27% | — |
| 156 | — | ISHARES TR | $274,227 | 0.1% | +0% | — |
| 157 |  $AXP | AMERICAN EXPRESS CO | $268,943 | 0.1% | +10% | 73.2 |
| 158 | — | CAPITAL GROUP GROWTH ETF | $264,618 | 0.1% | -4% | — |
| 159 | — | TIDAL TRUST II | $256,840 | 0.1% | +17% | — |
| 160 | — | ISHARES TR | $253,158 | 0.1% | -1% | — |
| 161 | — | AMERICAN CENTY ETF TR | $251,934 | 0.1% | -3% | — |
| 162 | — | FIRST TR EXCHNG TRADED FD VI | $247,906 | 0.1% | -2% | — |
| 163 |  $DUK | Duke Energy CORP | $243,941 | 0.1% | NEW | 64 |
| 164 |  $NFLX | NETFLIX INC | $241,337 | 0.1% | -4% | 86.7 |
| 165 | — | ISHARES TR | $240,939 | 0.1% | +0% | — |
| 166 | — | SPDR INDEX SHS FDS | $237,882 | 0.1% | -27% | — |
| 167 | — | THE ALGER ETF TRUST | $236,495 | 0.1% | -6% | — |
| 168 |  $AEE | AMEREN CORP | $228,289 | 0.1% | +2% | 63.5 |
| 169 |  $ROST | ROSS STORES, INC. | $226,162 | 0.1% | NEW | 71.5 |
| 170 | — | FIRST TR EXCHANGE-TRADED FD | $224,391 | 0.1% | -93% | — |
| 171 | — | ISHARES TR | $224,085 | 0.1% | +5% | — |
| 172 |  $GAIN | GLADSTONE INVESTMENT CORPORATION\DE | $222,940 | 0.1% | -2% | — |
| 173 |  $ABT | ABBOTT LABORATORIES | $219,567 | 0.1% | +3% | 67 |
| 174 |  $CMS | CMS ENERGY CORP | $216,776 | 0.1% | NEW | 61.5 |
| 175 | — | FIRST TR EXCHANGE-TRADED FD | $216,642 | 0.1% | -87% | — |
| 176 | — | FRANKLIN TEMPLETON ETF TR | $214,389 | 0.1% | +37% | — |
| 177 | — | VANGUARD WHITEHALL FDS | $213,100 | 0.1% | NEW | — |
| 178 | — | VANGUARD WORLD FD | $210,648 | 0.1% | +0% | — |
| 179 |  $MCD | MCDONALDS CORP | $207,062 | 0.1% | NEW | 73.9 |
| 180 |  $ADP | AUTOMATIC DATA PROCESSING INC | $204,602 | 0.1% | +15% | 77.9 |
| 181 |  $LMT | LOCKHEED MARTIN CORP | $203,753 | 0.1% | NEW | 65 |
| 182 |  $ET | Energy Transfer LP | $203,615 | 0.1% | +3% | 64.5 |
| 183 |  $NIO | NIO Inc. | $147,132 | 0.1% | +0% | — |
| 184 |  $CLSK | CLEANSPARK, INC. | $104,630 | 0.0% | +0% | 40.6 |
| 185 |  $PNNT | PENNANTPARK INVESTMENT CORP | $51,635 | 0.0% | NEW | — |
| 186 |  $HTCR | HeartCore Enterprises, Inc. | $3,365 | 0.0% | +0% | — |
New Positions (13)
$TJX TJX COMPANIES INC /DE/$1.3M 2023 ETF SERIES TRUST$1.2M
$ROK ROCKWELL AUTOMATION, INC$1.0M ETF SER SOLUTIONS$304,944
$EME EMCOR Group, Inc.$284,988$FIX COMFORT SYSTEMS USA INC$282,693$DUK Duke Energy CORP$243,941$ROST ROSS STORES, INC.$226,162$CMS CMS ENERGY CORP$216,776 VANGUARD WHITEHALL FDS$213,100
$MCD MCDONALDS CORP$207,062$LMT LOCKHEED MARTIN CORP$203,753$PNNT PENNANTPARK INVESTMENT CORP$51,635Exited Positions (17)
$ALAB Astera Labs, Inc.
$WDAY Workday, Inc.
$BTC Grayscale Bitcoin Mini Trust ETF
$BR BROADRIDGE FINANCIAL SOLUTIONS, INC.
$DIS Walt Disney Co$TSLAPUT Tesla, Inc.
$MRSH MARSH & MCLENNAN COMPANIES, INC.
$QCOM QUALCOMM INC/DE
$AJG Arthur J. Gallagher & Co.
$TLN Talen Energy Corp
$QQQ INVESCO QQQ TRUST, SERIES 1 SPDR DOW JONES INDL AVERAGE
$ORCLCALL ORACLE CORP$ORCL ORACLE CORP$NIOCALL NIO Inc.Browse Top Institutional Investors
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AI-Powered Hedge Fund Analysis: Prosperity Financial Group, Inc.
13F Pro is an AI hedge fund tracker and stock research platform. For Prosperity Financial Group, Inc. (SEC CIK: 1991334), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Prosperity Financial Group, Inc.'s portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.