Filling information for Prosperity Financial Group, Inc. as Treemap, investor disclosed 130 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 78463V107 | 78463V107 | SPDR GOLD TR | GOLD SHS | 600770 | 3370 | |
| 125896100 | 125896100 | CMS ENERGY CORP | COM | 241163 | 4105 | |
| 516544103 | 516544103 | LANTHEUS HLDGS INC | COM | 234472 | 2794 | |
| N3167Y103 | N3167Y103 | FERRARI N V | COM | 446839 | 1374 | |
| 528872302 | 528872302 | LEXICON PHARMACEUTICALS INC | COM NEW | 59540 | 26000 | |
| 11135F101 | 11135F101 | BROADCOM INC | COM | 646235 | 745 | |
| 78468R663 | 78468R663 | SPDR SER TR | BLOOMBERG 1-3 MO | 431646 | 4701 | |
| 25434V708 | 25434V708 | DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 311139 | 11460 | |
| 33738D101 | 33738D101 | FIRST TR EXCHANGE-TRADED FD | NO AMER ENERGY | 1262494 | 46759 | |
| 58933Y105 | 58933Y105 | MERCK & CO INC | COM | 388287 | 3365 | |
| 74347G606 | 74347G606 | PROSHARES TR | S&P TECH DIVIDEN | 968721 | 14620 | |
| 55003A108 | 55003A108 | LULUS FASHION LOUNGE HOLDING | COM | 49155 | 19429 | |
| 84858T202 | 84858T202 | SPINNAKER ETF SERIES | UVA UNCONSTRAIND | 314599 | 14501 | |
| 48242W106 | 48242W106 | KBR INC | COM | 262777 | 4039 | |
| 74348A467 | 74348A467 | PROSHARES TR | S&P 500 DV ARIST | 1201515 | 12744 | |
| 205750300 | 205750300 | COMSTOCK INC | COM NEW | 84010 | 115130 | |
| 46654Q203 | 46654Q203 | J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 2390784 | 49427 | |
| 254687106 | 254687106 | DISNEY WALT CO | COM | 530770 | 5945 | |
| 931142103 | 931142103 | WALMART INC | COM | 241428 | 1536 | |
| 78464A631 | 78464A631 | SPDR SER TR | AEROSPACE DEF | 221433 | 1822 | |
| 478160104 | 478160104 | JOHNSON & JOHNSON | COM | 638907 | 3860 | |
| 30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 215787 | 2012 | |
| 922908744 | 922908744 | VANGUARD INDEX FDS | VALUE ETF | 262459 | 1847 | |
| 33740F458 | 33740F458 | FIRST TR EXCHNG TRADED FD VI | FT CBOE US EQ MD | 470711 | 15150 | |
| 33734X127 | 33734X127 | FIRST TR EXCHANGE TRADED FD | ENERGY ALPHADX | 2931567 | 187440 | |
| 464287200 | 464287200 | ISHARES TR | CORE S&P500 ETF | 552411 | 1239 | |
| 33739E108 | 33739E108 | FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | 172284 | 10788 | |
| 023135106 | 023135106 | AMAZON COM INC | COM | 1651009 | 12665 | |
| 922908736 | 922908736 | VANGUARD INDEX FDS | GROWTH ETF | 325121 | 1149 | |
| V7780T103 | V7780T103 | ROYAL CARIBBEAN GROUP | COM | 426683 | 4113 | |
| 92838X102 | 92838X102 | VIRTUS CONVERTIBLE & INCOME | COM | 211601 | 60805 | |
| 78463X889 | 78463X889 | SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 261296 | 8030 | |
| 00724F101 | 00724F101 | ADOBE SYSTEMS INCORPORATED | COM | 410263 | 839 | |
| 46137V837 | 46137V837 | INVESCO EXCHANGE TRADED FD T | DWA MOMENTUM | 417386 | 5151 | |
| 880198106 | 880198106 | TEMPLETON GLOBAL INCOME FD | COM | 277450 | 67017 | |
| 26922A453 | 26922A453 | ETF SER SOLUTIONS | CLEARSHS ULTRA | 373499 | 3724 | |
| 443573100 | 443573100 | HUBSPOT INC | COM | 224010 | 421 | |
| 78464A805 | 78464A805 | SPDR SER TR | PORTFOLI S&P1500 | 409498 | 7522 | |
| 550021109 | 550021109 | LULULEMON ATHLETICA INC | COM | 390234 | 1031 | |
| 45782C300 | 45782C300 | INNOVATOR ETFS TR | US EQT ULTRA BF | 273590 | 8359 | |
| 04010L103 | 04010L103 | ARES CAPITAL CORP | COM | 257423 | 13700 | |
| 149123101 | 149123101 | CATERPILLAR INC | COM | 355788 | 1446 | |
| 67073D102 | 67073D102 | NUVEEN CR STRATEGIES INCOME | COM SHS | 50500 | 10000 | |
| 37954Y434 | 37954Y434 | GLOBAL X FDS | GENOMIC BIOTECH | 1907943 | 157421 | |
| 45782C508 | 45782C508 | INNOVATOR ETFS TR | US EQTY PWR BUF | 202479 | 5767 | |
| 01749D105 | 01749D105 | ALLEGRO MICROSYSTEMS INC | COM | 343109 | 7601 | |
| 244199105 | 244199105 | DEERE & CO | COM | 303082 | 748 | |
| 86280R803 | 86280R803 | STRATEGY SHS | DAY HAGAN NED | 1007436 | 28371 | |
| 78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 1775824 | 4006 | |
| 33738R118 | 33738R118 | FIRST TR EXCHANGE-TRADED FD | NASD TECH DIV | 355890 | 6067 | |
| 166764100 | 166764100 | CHEVRON CORP NEW | COM | 659611 | 4192 | |
| 78464A854 | 78464A854 | SPDR SER TR | PORTFOLIO S&P500 | 425530 | 8166 | |
| 22160K105 | 22160K105 | COSTCO WHSL CORP NEW | COM | 1172592 | 2178 | |
| 032797300 | 032797300 | ANAVEX LIFE SCIENCES CORP | COM NEW | 194283 | 23897 | |
| 88160R101 | 88160R101 | TESLA INC | COM | 941325 | 3596 | |
| 037833100 | 037833100 | APPLE INC | COM | 10754667 | 55445 | |
| 256677105 | 256677105 | DOLLAR GEN CORP NEW | COM | 208999 | 1231 | |
| 437076102 | 437076102 | HOME DEPOT INC | COM | 1256539 | 4045 | |
| 921910873 | 921910873 | VANGUARD WORLD FD | MEGA CAP INDEX | 231874 | 1482 | |
| 746729300 | 746729300 | PUTNAM ETF TRUST | FOCUSED LAR CAP | 6162704 | 209745 | |
| 921943858 | 921943858 | VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 212012 | 4591 | |
| 252131107 | 252131107 | DEXCOM INC | COM | 300071 | 2335 | |
| 81642T209 | 81642T209 | SELLAS LIFE SCIENCES GROUP I | COM NEW | 46786 | 29800 | |
| 464288489 | 464288489 | ISHARES TR | INTL DEV RE ETF | 203593 | 10254 | |
| 007903107 | 007903107 | ADVANCED MICRO DEVICES INC | COM | 282041 | 2476 | |
| 842587107 | 842587107 | SOUTHERN CO | COM | 418409 | 5956 | |
| 376546107 | 376546107 | GLADSTONE INVT CORP | COM | 503996 | 38650 | |
| 336917109 | 336917109 | FIRST TR MORNINGSTAR DIVID L | SHS | 1475875 | 43395 | |
| 33734X143 | 33734X143 | FIRST TR EXCHANGE TRADED FD | HLTH CARE ALPH | 4138094 | 38206 | |
| 02079K305 | 02079K305 | ALPHABET INC | CAP STK CL A | 1763420 | 14732 | |
| 74347R248 | 74347R248 | PROSHARES TR | LARGE CAP CRE | 622635 | 12203 | |
| 742718109 | 742718109 | PROCTER AND GAMBLE CO | COM | 509088 | 3355 | |
| 02079K107 | 02079K107 | ALPHABET INC | CAP STK CL C | 559970 | 4629 | |
| 46120E602 | 46120E602 | INTUITIVE SURGICAL INC | COM NEW | 237990 | 696 | |
| 00287Y109 | 00287Y109 | ABBVIE INC | COM | 591330 | 4389 | |
| 41653L404 | 41653L404 | HARTFORD FDS EXCHANGE TRADED | SCHRDRS TAX BD | 228220 | 11740 | |
| 81762P102 | 81762P102 | SERVICENOW INC | COM | 282109 | 502 | |
| 92826C839 | 92826C839 | VISA INC | COM CL A | 839967 | 3537 | |
| 33739Q408 | 33739Q408 | FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | 4990040 | 83993 | |
| 46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 470062 | 3232 | |
| 084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 324632 | 952 | |
| 922908363 | 922908363 | VANGUARD INDEX FDS | S&P 500 ETF SHS | 240702 | 591 | |
| 464288679 | 464288679 | ISHARES TR | SHORT TREAS BD | 323729 | 2931 | |
| 464287655 | 464287655 | ISHARES TR | RUSSELL 2000 ETF | 213488 | 1140 | |
| 91324P102 | 91324P102 | UNITEDHEALTH GROUP INC | COM | 906487 | 1886 | |
| 79466L302 | 79466L302 | SALESFORCE INC | COM | 264920 | 1254 | |
| 48208F105 | 48208F105 | JUPITER WELLNESS INC | COM NEW | 4200 | 10000 | |
| 33734X192 | 33734X192 | FIRST TR EXCHANGE TRADED FD | CLOUD COMPUTING | 981676 | 12927 | |
| 29273V100 | 29273V100 | ENERGY TRANSFER L P | COM UT LTD PTN | 156210 | 12300 | |
| 922908769 | 922908769 | VANGUARD INDEX FDS | TOTAL STK MKT | 332544 | 1510 | |
| 17275R102 | 17275R102 | CISCO SYS INC | COM | 516883 | 9990 | |
| 717081103 | 717081103 | PFIZER INC | COM | 323481 | 8819 | |
| 30303M102 | 30303M102 | META PLATFORMS INC | CL A | 778577 | 2713 | |
| 464287523 | 464287523 | ISHARES TR | ISHARES SEMICDTR | 1168220 | 2303 | |
| 33734X846 | 33734X846 | FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | 1097741 | 24174 | |
| 880192109 | 880192109 | TEMPLETON EMERGING MKTS INCO | COM | 361067 | 70110 | |
| 025072349 | 025072349 | AMERICAN CENTY ETF TR | US LARGE CAP VLU | 718881 | 13475 | |
| 33738R506 | 33738R506 | FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 328805 | 6981 | |
| 883203101 | 883203101 | TEXTRON INC | COM | 224396 | 3318 | |
| 82509L107 | 82509L107 | SHOPIFY INC | CL A | 253232 | 3920 | |
| 911312106 | 911312106 | UNITED PARCEL SERVICE INC | CL B | 229440 | 1280 | |
| 33739Q705 | 33739Q705 | FIRST TR EXCHANGE-TRADED FD | FT CBOE VEST S&P | 1461924 | 27662 | |
| 33734H106 | 33734H106 | FIRST TR VALUE LINE DIVID IN | SHS | 799074 | 19932 | |
| 33739H101 | 33739H101 | FIRST TR EXCHANGE TRAD FD VI | FST TR GLB FD | 2697446 | 118465 | |
| 37954Y673 | 37954Y673 | GLOBAL X FDS | US INFR DEV ETF | 1692946 | 53864 | |
| 67066G104 | 67066G104 | NVIDIA CORPORATION | COM | 1781337 | 4211 | |
| 036752103 | 036752103 | ELEVANCE HEALTH INC | COM | 291010 | 655 | |
| 98978V103 | 98978V103 | ZOETIS INC | CL A | 812315 | 4717 | |
| G1151C101 | G1151C101 | ACCENTURE PLC IRELAND | SHS CLASS A | 1299739 | 4212 | |
| 74347B680 | 74347B680 | PROSHARES TR | S&P MDCP 400 DIV | 4413429 | 62807 | |
| 78409V104 | 78409V104 | S&P GLOBAL INC | COM | 313897 | 783 | |
| 00774Q148 | 00774Q148 | ADVISORS INNER CIRCLE FD III | DEMOCRACY INTERN | 683302 | 28807 | |
| 42240Q104 | 42240Q104 | HEARTCORE ENTERPRISES INC | COM | 193050 | 135000 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 5304592 | 15577 | |
| 33738D879 | 33738D879 | FIRST TR EXCHANGE-TRADED FD | CBOE VEST RISING | 2178879 | 99175 | |
| 464288810 | 464288810 | ISHARES TR | U.S. MED DVC ETF | 277219 | 4910 | |
| 002824100 | 002824100 | ABBOTT LABS | COM | 249334 | 2287 | |
| 532457108 | 532457108 | LILLY ELI & CO | COM | 667828 | 1424 | |
| 58463J304 | 58463J304 | MEDICAL PPTYS TRUST INC | COM | 360290 | 38908 | |
| 46641Q332 | 46641Q332 | J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 2398103 | 43342 | |
| 46137V357 | 46137V357 | INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 529875 | 3541 | |
| 552953101 | 552953101 | MGM RESORTS INTERNATIONAL | COM | 381709 | 8691 | |
| 25459Y207 | 25459Y207 | DIREXION SHS ETF TR | NAS100 EQL WGT | 493596 | 6412 | |
| 482480100 | 482480100 | KLA CORP | COM NEW | 473380 | 976 | |
| 37954Y780 | 37954Y780 | GLOBAL X FDS | INTERNET OF THNG | 2026444 | 58594 | |
| 25434V831 | 25434V831 | DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 229757 | 8657 | |
| 41653L602 | 41653L602 | HARTFORD FDS EXCHANGE TRADED | SHRT DURTN ETF | 1183052 | 31151 | |
| 78463X863 | 78463X863 | SPDR INDEX SHS FDS | DJ INTL RL ETF | 217852 | 8795 | |
| 57636Q104 | 57636Q104 | MASTERCARD INCORPORATED | CL A | 431057 | 1096 | |
| 571748102 | 571748102 | MARSH & MCLENNAN COS INC | COM | 973314 | 5175 |