Long-term investor
Prosperity Financial Group, Inc. @prosperityfinancialgroup
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001991334).
Record
- Tracked since 2025-06-30 (448 days), 183 trades recorded
- Returns: week n/a · month n/a · 90 days +11.0% · 6 months n/a · 1 year +15.4% · all +15.4%
- Max drawdown n/a · win rate 25% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 6.7% · long · since 2025-06-30
- NVDA · 3.7% · long · since 2025-06-30
- 33738R704 · 2.7% · long · since 2025-06-30
- GOOGL · 2.5% · long · since 2025-06-30
- 74347G242 · 2.3% · long · since 2025-06-30
- MSFT · 2.3% · long · since 2025-06-30
- 746729300 · 2.1% · long · since 2025-06-30
- 69344A875 · 1.9% · long · since 2025-06-30
- AMD · 1.8% · long · since 2025-06-30
- 45409B560 · 1.8% · long · since 2025-06-30
- 015564503 · 1.6% · long · since 2026-06-30
- 55286W207 · 1.6% · long · since 2025-06-30