Prosperity Financial Group, Inc.
Top Portfolio Positions
85 positions ·
$125,195,898 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
73,899 | $18,754,827 | 14.98% | |
| NVDA |
Nvidia Corp
Technology
|
66,273 | $11,558,011 | 9.23% | |
| MSFT |
Microsoft Corp
Technology
|
19,684 | $7,286,426 | 5.82% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
21,532 | $6,191,741 | 4.95% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
21,441 | $4,465,517 | 3.57% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
13,752 | $4,045,288 | 3.23% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
24,475 | $3,580,203 | 2.86% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
9,260 | $3,442,405 | 2.75% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
3,344 | $3,332,061 | 2.66% | |
| AVGO |
Broadcom Inc.
Technology
|
9,070 | $2,807,255 | 2.24% |
Portfolio Trend
14 quarters · across all stocks
Holdings in HTCR
Shares Held
Position Value (USD)
13 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $67,290 | 15,000 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $91,560 | 15,000 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $242,880 | 15,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $210,657 | 21,500 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $697,500 | 46,500 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,230,700 | 89,000 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,853,000 | 109,000 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,520,768 | 109,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,103,700 | 109,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,390,840 | 109,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,543,880 | 129,000 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $3,861,000 | 135,000 | Shares | Sole | 2023-09-12 | |
| 2023-03-31 | $2,819,749 | 146,101 | Shares | Sole | 2023-09-12 | |
| No 13F history on record for this holder in this stock. | ||||||