Prosperity Financial Group, Inc.

13F Filings History

Latest 13F report
Q3 2025 - Nov 14, 2025
Value $
$273M
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 $273M 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 Date Filed
Q3 2025 177 $273M +$21.7M -$5.33M +$16.3M AAPL, NVDA, MSFT, PVAL, QMAR 13F-HR 11/14/2025, 03:50 PM
Q2 2025 163 $235M +$20.3M -$12.9M +$7.37M AAPL, NVDA, MSFT, QMAR, PVAL 13F-HR 7/30/2025, 05:19 PM
Q1 2025 161 $201M +$39.4M -$26.7M +$12.7M AAPL, NVDA, MSFT, QMAR, PVAL 13F-HR 5/15/2025, 03:26 PM
Q4 2024 167 $200M +$25.6M -$10.6M +$15M AAPL, NVDA, MSFT, LMBS, PVAL 13F-HR 2/7/2025, 04:57 PM
Q3 2024 152 $178M +$26.5M -$12.6M +$13.8M AAPL, MSFT, NVDA, LMBS, PVAL 13F-HR 11/12/2024, 08:59 PM
Q2 2024 141 $158M +$19.7M -$24.4M -$4.71M AAPL, MSFT, NVDA, QJUN, PVAL 13F-HR 8/13/2024, 05:38 PM
Q1 2024 146 $162M +$45.1M -$36.1M +$9.01M AAPL, MSFT, LMBS, JNK, QJUN 13F-HR 5/15/2024, 03:10 PM
Q4 2023 132 $144M +$16.3M -$5.18M +$11.1M AAPL, PVAL, FTSM, RDVI, MSFT 13F-HR 2/14/2024, 11:15 AM
Q3 2023 116 $121M +$38.6M -$27.9M +$10.7M AAPL, PVAL, FTSM, RDVI, MSFT 13F-HR 11/7/2023, 02:45 PM
Q2 2023 130 $114M +$18M -$9.72M +$8.24M AAPL, PVAL, MSFT, FTSM, REGL 13F-HR 9/12/2023, 04:06 PM
Q1 2023 101 $98.8M +$22.2M -$20.9M +$1.3M AAPL, FTGC, PVAL, FTSM, REGL 13F-HR 9/12/2023, 04:05 PM
Q4 2022 88 $92.7M $0 $0 FXN, AAPL, FTGC, FDL, PVAL 13F-HR 9/12/2023, 04:04 PM