13F Filings History of Prosperity Financial Group, Inc.

Latest 13F report
Q3 2025 - 14 Nov 2025
Value $
$272,572,442
Signature - Title
Andrew Agosta - Chief Compliance Officer
Location
San Ramon, CA
Summary
This page shows a list of all the recent 13F filings made by Prosperity Financial Group, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Prosperity Financial Group, Inc. reported 177 stock holdings with total value $272,572,442 as of Q3 2025. Top holdings included AAPL, NVDA, MSFT, PVAL, and QMAR.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 177 $272,572,442 +$21,671,127 -$5,331,235 +$16,339,892 AAPL, NVDA, MSFT, PVAL, QMAR 13F-HR 14 Nov 2025, 15:50
Q2 2025 163 $234,989,247 +$20,277,346 -$12,904,663 +$7,372,683 AAPL, NVDA, MSFT, QMAR, PVAL 13F-HR 30 Jul 2025, 17:19
Q1 2025 161 $200,655,967 +$39,441,180 -$26,708,981 +$12,732,199 AAPL, NVDA, MSFT, QMAR, PVAL 13F-HR 15 May 2025, 15:26
Q4 2024 167 $199,585,214 +$25,615,051 -$10,592,845 +$15,022,206 AAPL, NVDA, MSFT, LMBS, PVAL 13F-HR 07 Feb 2025, 16:57
Q3 2024 152 $178,000,189 +$26,478,395 -$12,646,620 +$13,831,775 AAPL, MSFT, NVDA, LMBS, PVAL 13F-HR 12 Nov 2024, 20:59
Q2 2024 141 $158,270,608 +$19,708,769 -$24,417,512 -$4,708,743 AAPL, MSFT, NVDA, QJUN, PVAL 13F-HR 13 Aug 2024, 17:38
Q1 2024 146 $161,891,632 +$45,085,083 -$36,077,634 +$9,007,449 AAPL, MSFT, LMBS, JNK, QJUN 13F-HR 15 May 2024, 15:10
Q4 2023 132 $144,084,961 +$16,294,876 -$5,180,463 +$11,114,413 AAPL, PVAL, FTSM, RDVI, MSFT 13F-HR 14 Feb 2024, 11:15
Q3 2023 116 $121,064,790 +$38,552,042 -$27,893,712 +$10,658,330 AAPL, PVAL, FTSM, RDVI, MSFT 13F-HR 07 Nov 2023, 14:45
Q2 2023 130 $113,591,910 +$17,963,502 -$9,718,920 +$8,244,582 AAPL, PVAL, MSFT, FTSM, REGL 13F-HR 12 Sep 2023, 16:06
Q1 2023 101 $98,821,533 +$22,167,318 -$20,870,254 +$1,297,064 AAPL, FTGC, PVAL, FTSM, REGL 13F-HR 12 Sep 2023, 16:05
Q4 2022 88 $92,696,703 $0 $0 $0 FXN, AAPL, FTGC, FDL, PVAL 13F-HR 12 Sep 2023, 16:04