Prosperitas Financial LLC
Top Portfolio Positions
64 positions ·
$178,306,709 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
48,067 | $12,198,923 | 6.84% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
40,676 | $11,696,790 | 6.56% | |
| NVDA |
Nvidia Corp
Technology
|
59,166 | $10,318,550 | 5.79% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
16,805 | $9,699,509 | 5.44% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
42,741 | $8,901,668 | 4.99% | |
| FIX |
Comfort Systems USA Inc
Industrials
|
6,035 | $8,322,204 | 4.67% | |
| MSFT |
Microsoft Corp
Technology
|
21,628 | $8,006,036 | 4.49% | |
| META |
Meta Platforms, Inc.
Communication Services
|
12,356 | $7,069,238 | 3.96% | |
| VRT |
Vertiv Holdings Co
Industrials
|
26,300 | $6,590,254 | 3.70% | |
| CVX |
Chevron Corp
Energy
|
30,919 | $6,397,141 | 3.59% |
Portfolio Trend
11 quarters · across all stocks
Holdings in ROOT
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,159,992 | 26,262 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,593,827 | 22,066 | Shares | Sole | 2026-02-04 | |
| No 13F history on record for this holder in this stock. | ||||||