Prosperitas Financial LLC

13F Filings History

Latest 13F report: Q3 2024 - Oct 29, 2024
Value $: $186M
Signature - Title: Mark Petersen - COO
Location: Valencia, CA
Summary: This page shows a list of all the recent 13F filings made by Prosperitas Financial LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Prosperitas Financial LLC reported 62 stock holdings with total value $186M as of Q3 2024. Top holdings included AAPL, VOO, QQQ, SCHG, and SCHB.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2024	62	$186M	+$23.6M	-$10.3M	+$13.3M	AAPL, VOO, QQQ, SCHG, SCHB	13F-HR	10/29/2024, 03:44 PM
Q2 2024	59	$164M	+$11.2M	-$2.86M	+$8.37M	AAPL, SCHG, QQQ, SCHB, VOO	Restatement	10/29/2024, 03:43 PM
Q1 2024	57	$156M	+$10.6M	-$3.07M	+$7.54M	QQQ, SCHG, SCHB, AAPL, VO	13F-HR	5/9/2024, 11:40 AM
Q4 2023	60	$136M	+$9.54M	-$14.4M	-$4.86M	AAPL, QQQ, SCHG, SCHB, IXUS	13F-HR	1/30/2024, 01:17 PM
Q3 2023	67	$129M	$0	$0		AAPL, VCSH, QQQ, SCHG, SCHB	13F-HR	11/14/2023, 05:29 PM