Prosperity-Financial-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "MPWR",
  "ACN",
  "ABT",
  "ABBV",
  "ADBE",
  null,
  "GOOGL",
  "CAT",
  "AVGO",
  null,
  null,
  null,
  null,
  null,
  null,
  "DBEF",
  "DUK",
  null,
  null,
  "QS",
  null,
  null,
  null,
  null,
  "HD",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
  null,
  null,
  null,
  null,
  "ISRG",
  null,
  null,
  "HUBS",
  "HTCR",
  null,
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "LRCX",
  null,
  "SLS",
  "MMC",
  "PWR",
  "MA",
  "MSFT",
  null,
  "EQIX",
  null,
  "KLAC",
  null,
  null,
  null,
  null,
  "IWF",
  "PEP",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  null,
  "MPW",
  "IOT",
  "SPGI",
  "NOW",
  "SHOP",
  "SPDW",
  "GLD",
  null,
  "RSG",
  "SPLG",
  "IBM",
  "TDG",
  "UBER",
  "RCL",
  null,
  "IWV",
  null,
  null,
  "TOST",
  "TXT",
  null,
  "GAIN",
  null,
  null,
  null,
  "MGC",
  "AEE",
  "AMD",
  "WM",
  null,
  "GSLC",
  "AEP",
  null,
  "RACE",
  "AMZN",
  "NIO",
  "TTWO",
  "CMS",
  null,
  "VUG",
  "VTV",
  "V",
  "WMT",
  "WELL",
  "WDAY",
  null,
  "ET",
  "MGM",
  null,
  "SO",
  "CRM",
  null,
  null,
  "DGRO",
  null,
  null,
  null,
  "ADP",
  "BRK-B",
  "CVX",
  "CSCO",
  "CLSK",
  "KO",
  "COST",
  "DE",
  "DPZ",
  "QQQ",
  "IWM",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PH",
  "MLM",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 161
Total Value: 195940421
Accession Number: 0001172661-25-002250
Form Type: 13F-HR
CIK: prosperity-financial-group
Manager Name: Prosperity-Financial-Group

Data Enrichment

61% identified

98 identified63 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

161 positions • $195.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Palantir Technologies Inc.

PLTR|69608A108

Shares:33.1K

Value:$2.8M

% of Portfolio:1.4% ($2.8M/$195.9M)

46641Q332

Shares:48.7K

Value:$2.8M

% of Portfolio:1.4% ($2.8M/$195.9M)

025072307

Shares:29.0K

Value:$2.7M

% of Portfolio:1.4% ($2.7M/$195.9M)

46654Q203

Shares:51.1K

Value:$2.6M

% of Portfolio:1.4% ($2.6M/$195.9M)

98888G808

Shares:115.3K

Value:$2.6M

% of Portfolio:1.3% ($2.6M/$195.9M)

85521B742

Shares:98.3K

Value:$2.4M

% of Portfolio:1.2% ($2.4M/$195.9M)

33738R118

Shares:31.5K

Value:$2.3M

% of Portfolio:1.2% ($2.3M/$195.9M)

38149W622

Shares:45.1K

Value:$2.1M

% of Portfolio:1.1% ($2.1M/$195.9M)

Meta Platforms, Inc.

META|30303M102

Shares:3.6K

Value:$2.1M

% of Portfolio:1.1% ($2.1M/$195.9M)

VISA INC.

V|92826C839

Shares:5.5K

Value:$1.9M

% of Portfolio:1.0% ($1.9M/$195.9M)

Broadcom Inc.

AVGO|11135F101

Shares:11.3K

Value:$1.9M

% of Portfolio:1.0% ($1.9M/$195.9M)

37954Y673

Shares:49.6K

Value:$1.9M

% of Portfolio:1.0% ($1.9M/$195.9M)

ELI LILLY & Co

LLY|532457108

Shares:2.0K

Value:$1.7M

% of Portfolio:0.9% ($1.7M/$195.9M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:3.0K

Value:$1.7M

% of Portfolio:0.8% ($1.7M/$195.9M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:6.7K

Value:$1.6M

% of Portfolio:0.8% ($1.6M/$195.9M)

98888G204

Shares:53.9K

Value:$1.6M

% of Portfolio:0.8% ($1.6M/$195.9M)

Tesla, Inc.

TSLA|88160R101

Shares:6.3K

Value:$1.6M

% of Portfolio:0.8% ($1.6M/$195.9M)

HOME DEPOT, INC.

HD|437076102

Shares:4.4K

Value:$1.6M

% of Portfolio:0.8% ($1.6M/$195.9M)

746729508

Shares:44.7K

Value:$1.5M

% of Portfolio:0.8% ($1.5M/$195.9M)

233051200

DBEF|233051200

Shares:34.0K

Value:$1.5M

% of Portfolio:0.8% ($1.5M/$195.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Palantir Technologies Inc.(PLTRcusip69608A108)	33.1K	QoQ +845.51% (+29.6K) YoY -25.55% (-11.4K)	All Managers (Combined)	$2.8M	1.4% ($2.8M/$195.9M)	QoQ +955.15% (+$2.5M) YoY +173.04% (-$1.8M)
(cusip46641Q332)✕	48.7K	QoQ +9.81% (+4.4K) YoY +20.71% (+8.4K)	All Managers (Combined)	$2.8M	1.4% ($2.8M/$195.9M)	QoQ +9.06% (+$231.6K) YoY +19.21% (+$448.8K)
(cusip025072307)✕	29.0K	QoQ +32.29% (+7.1K) YoY +35.79% (+7.6K)	All Managers (Combined)	$2.7M	1.4% ($2.7M/$195.9M)	QoQ +24.29% (+$530.9K) YoY +49.74% (+$902.5K)
(cusip46654Q203)✕	51.1K	QoQ +6.12% (-3.0K) YoY +21.77% (+9.1K)	All Managers (Combined)	$2.6M	1.4% ($2.6M/$195.9M)	QoQ -2.53% (-$68.9K) YoY +16.25% (+$370.2K)
(cusip98888G808)✕	115.3K	QoQ NEW(+115.3K) YoY NEW(+115.3K)	All Managers (Combined)	$2.6M	1.3% ($2.6M/$195.9M)	QoQ NEW(+$2.6M) YoY NEW(+$2.6M)
(cusip85521B742)✕	98.3K	QoQ NEW(+98.3K) YoY NEW(+98.3K)	All Managers (Combined)	$2.4M	1.2% ($2.4M/$195.9M)	QoQ NEW(+$2.4M) YoY NEW(+$2.4M)
(cusip33738R118)✕	31.5K	QoQ +2.98% (-913) YoY +16.20% (+4.4K)	All Managers (Combined)	$2.3M	1.2% ($2.3M/$195.9M)	QoQ -3.37% (-$81.0K) YoY +22.77% (+$429.5K)
(cusip38149W622)✕	45.1K	QoQ +158.70% (+27.7K) YoY NEW(+45.1K)	All Managers (Combined)	$2.1M	1.1% ($2.1M/$195.9M)	QoQ +143.84% (+$1.2M) YoY NEW(+$2.1M)
Meta Platforms, Inc.(METAcusip30303M102)	3.6K	QoQ +0.50% (-18) YoY +26.00% (+746)	All Managers (Combined)	$2.1M	1.1% ($2.1M/$195.9M)	QoQ -1.06% (-$22.4K) YoY +49.55% (+$690.4K)
VISA INC.(Vcusip92826C839)	5.5K	QoQ +3.25% (+172) YoY +15.11% (+717)	All Managers (Combined)	$1.9M	1.0% ($1.9M/$195.9M)	QoQ +14.48% (+$242.2K) YoY +44.53% (+$589.7K)
Broadcom Inc.(AVGOcusip11135F101)	11.3K	QoQ +1.07% (-121) YoY +1217.44% (+10.5K)	All Managers (Combined)	$1.9M	1.0% ($1.9M/$195.9M)	QoQ -27.00% (-$701.7K) YoY +66.39% (+$756.9K)
(cusip37954Y673)✕	49.6K	QoQ +9.52% (+4.3K) YoY +15.93% (+6.8K)	All Managers (Combined)	$1.9M	1.0% ($1.9M/$195.9M)	QoQ +2.26% (+$41.4K) YoY +9.87% (+$168.1K)
ELI LILLY & Co(LLYcusip532457108)	2.0K	QoQ 0.00% (+0) YoY +18.32% (+315)	All Managers (Combined)	$1.7M	0.9% ($1.7M/$195.9M)	QoQ +6.96% (+$109.4K) YoY +25.57% (+$342.0K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	3.0K	QoQ -3.35% (-103) YoY +2.98% (+86)	All Managers (Combined)	$1.7M	0.8% ($1.7M/$195.9M)	QoQ -7.75% (-$139.7K) YoY +10.13% (+$152.9K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	6.7K	QoQ +7.55% (+468) YoY +15.56% (+897)	All Managers (Combined)	$1.6M	0.8% ($1.6M/$195.9M)	QoQ +10.06% (+$149.4K) YoY +41.52% (+$479.4K)
(cusip98888G204)✕	53.9K	QoQ -48.23% (-50.2K) YoY NEW(+53.9K)	All Managers (Combined)	$1.6M	0.8% ($1.6M/$195.9M)	QoQ -52.79% (-$1.8M) YoY NEW(+$1.6M)
Tesla, Inc.(TSLAcusip88160R101)	6.3K	QoQ -0.26% (-17) YoY +35.79% (+1.7K)	All Managers (Combined)	$1.6M	0.8% ($1.6M/$195.9M)	QoQ -35.99% (-$916.3K) YoY +100.19% (+$815.3K)
HOME DEPOT, INC.(HDcusip437076102)	4.4K	QoQ +5.07% (-213) YoY -1.45% (-65)	All Managers (Combined)	$1.6M	0.8% ($1.6M/$195.9M)	QoQ -0.99% (-$16.3K) YoY -5.84% (-$100.4K)
(cusip746729508)✕	44.7K	QoQ -20.44% (-11.5K) YoY -39.04% (-28.6K)	All Managers (Combined)	$1.5M	0.8% ($1.5M/$195.9M)	QoQ -19.89% (-$384.9K) YoY -37.69% (-$937.9K)
(DBEFcusip233051200)	34.0K	QoQ +26.59% (+7.1K) YoY NEW(+34.0K)	All Managers (Combined)	$1.5M	0.8% ($1.5M/$195.9M)	QoQ +32.40% (+$360.1K) YoY NEW(+$1.5M)