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Andrew Agosta

Prosperity Financial Group, Inc.

Assets Managed
$270.78M
Holdings
186
Last Quarter
2026 - Q1
Filed Date
13d ago
Growth Rate
-2.55%(2Q avg: -0.46%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Prosperity Financial Group, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 186 positions.

Assets under management

The assets under management (AUM) of Prosperity Financial Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 270.78M in assets, with a quarterly growth rate of -2.55% and a 2-quarter average growth rate of -0.46%. The portfolio is managed by Andrew Agosta, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 18.01%
6.93%
$18.755M
73,899 shares@ $253.79 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 0.83%
4.27%
$11.558M
66,273 shares@ $174.4 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 2.3%
2.7%
$7.286M
19,684 shares@ $370.17 avg price
ISPY
Proshares S&p High Incom Etf
Recent Activity
Increased 4.94%
2.42%
$6.527M
150,558 shares@ $43.35 avg price
PVAL
Putnam Focused Lrg Cap Value
Recent Activity
Decreased -12.28%
2.3%
$6.224M
134,141 shares@ $46.4 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 1.46%
2.29%
$6.192M
21,532 shares@ $287.56 avg price
AIRR
First Trust Rba American Ind
Recent Activity
Decreased -10.82%
1.87%
$5.057M
45,648 shares@ $110.78 avg price
PJFG
Pgim Jennison Focused Growth
Recent Activity
Decreased -5.12%
1.85%
$4.991M
51,257 shares@ $97.39 avg price
QCOC
Ft Ndq100 Cns Buff Etf - Oct
Recent Activity
Decreased -23.81%
1.76%
$4.765M
216,674 shares@ $22.0 avg price
MISL
First Trust Indxx Aero & Def
Recent Activity
Decreased -14.71%
1.75%
$4.713M
105,409 shares@ $44.72 avg price

1-10 of 186