Fund HoldingsProsperity Financial Group, Inc.

Total Portfolio Value
$161.89M
Total Bought
$62.41M
Total Sold
$42.23M
Net Transaction
+$20.18M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
0111,555+111,55505,3833.32%+5,383
FIRST TR EXCHNG TRADED FD VI
FT VEST NAS
0188,967+188,96704,8212.98%+4,821
AMERICAN CENTY ETF TR5,70143,202+37,5014653,8672.39%+3,402
PROSHARES TR
S&P 500 HIGH ETF
071,300+71,30003,0521.88%+3,052
GRAYSCALE BITCOIN TR BTC(GBTC)045,733+45,73302,8891.78%+2,889
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
085,343+85,34302,8471.76%+2,847
PUTNAM ETF TRUST32,783112,856+80,0739503,6902.28%+2,741
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
28,23670,731+42,4951,5203,9892.46%+2,468
ISHARES TR1,69047,468+45,7784682,8831.78%+2,415
FIRST TR EXCHANGE-TRADED FD
FT VEST S&P 500
041,519+41,51902,2301.38%+2,230
NVIDIA CORPORATION(NVDA)3,7324,363+6311,8483,9422.44%+2,094
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
071,200+71,20001,7431.08%+1,743
AMERICAN CENTY ETF TR24,20446,109+21,9051,3982,9631.83%+1,565
PROSHARES TR
S&P MDCP 400 DIV
4,50224,102+19,6003311,8931.17%+1,562
AMERICAN CENTY ETF TR4,77921,358+16,5793641,8141.12%+1,451
MICROSOFT CORP(MSFT)16,65717,794+1,1376,2647,4864.62%+1,223
FRANKLIN TEMPLETON ETF TR
FOCUSED DYNAMIC
033,804+33,80401,1470.71%+1,147
PUTNAM ETF TRUST073,362+73,36202,4881.54%+2,488
FIDELITY MERRIMACK STR TR027,305+27,30501,2370.76%+1,237
GOLDMAN SACHS ETF TR07,187+7,18707460.46%+746
GLOBAL X FDS
US INFR DEV ETF
29,85642,776+12,9201,0291,7031.05%+674
FIRST TR EXCHNG TRADED FD VI
ACTV FCTR MDCP
019,214+19,21405820.36%+582
JPMORGAN CHASE & CO(JPM)3,6055,763+2,1586131,1540.71%+541
EXCHANGE TRADED CONCEPTS TRU036,140+36,14005190.32%+519
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
015,150+15,15005100.32%+510
FIRST TR EXCHANGE-TRADED FD
NASD TECH DIV
21,98827,071+5,0831,4091,8861.17%+477
SAMSARA INC(IOT)012,566+12,56604750.29%+475
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
04,672+4,67204750.29%+475
ELI LILLY & CO(LLY)1,5241,719+1958881,3380.83%+449
AMAZON COM INC(AMZN)14,43514,572+1372,1932,6281.62%+435
META PLATFORMS INC(META)2,7132,869+1569601,3930.86%+433
WALMART INC(WMT)011,077+11,07706670.41%+667
HOME DEPOT INC(HD)4,0454,474+4291,4021,7161.06%+315
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
02,649+2,64903040.19%+304
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
010,816+10,81603020.19%+302
EATON CORP PLC(ETN)0944+94402950.18%+295
COSTCO WHSL CORP NEW(COST)2,8652,980+1151,8912,1831.35%+292
PALANTIR TECHNOLOGIES INC(PLTR)44,20044,455+2557591,0230.63%+264
BROADCOM INC(AVGO)791860+698831,1400.70%+257
TRANSDIGM GROUP INC(TDG)0207+20702550.16%+255
SPDR SER TR
ST STR BLO 1 ETF
02,738+2,73802510.16%+251
MARTIN MARIETTA MATLS INC(MLM)0385+38502360.15%+236
ALPHABET INC(GOOG)15,29415,705+4112,1362,3701.46%+234
ABBVIE INC(ABBV)4,4415,012+5716889130.56%+224
PEPSICO INC(PEP)01,254+1,25402200.14%+220
INVESCO QQQ TR03,256+3,25601,4460.89%+1,446
EMCOR GROUP INC(EME)0622+62202180.13%+218
DOLLAR GEN CORP NEW(DG)01,379+1,37902150.13%+215
VISA INC(V)4,2604,744+4841,1091,3240.82%+215
STERLING INFRASTRUCTURE INC(STRL)01,927+1,92702130.13%+213
INNOVATOR ETFS TRUST
US EQTY PWR BUF
05,367+5,36702100.13%+210
LANTHEUS HLDGS INC(LNTH)03,333+3,33302070.13%+207
PARKER-HANNIFIN CORP(PH)0370+37002060.13%+206
ALPS ETF TR
OSHARES US QUALT
04,160+4,16002060.13%+206
FERRARI N V
COM
1,4961,556+605066780.42%+172
SPDR SER TR
ST STR P500ETF
11,32512,991+1,6666337990.49%+166
KLA CORP(KLAC)9911,061+705767410.46%+165
DISNEY WALT CO(DIS)5,0305,046+164546170.38%+163
PROCTER AND GAMBLE CO(PG)04,114+4,11406680.41%+668
CATERPILLAR INC(CAT)1,5791,704+1254676240.39%+158
BERKSHIRE HATHAWAY INC DEL1,5831,708+1255657180.44%+154
SPDR INDEX SHS FDS
ST STR PO EX ETF
8,45212,025+3,5732874310.27%+144
ISHARES TR8931,071+1784265630.35%+137
ADVANCED MICRO DEVICES INC(AMD)2,9623,150+1884375690.35%+132
SPDR S&P 500 ETF TR(SPY)2,9022,885-171,3791,5090.93%+130
FIRST TR EXCHANGE-TRADED FD
NASDQ ARTFCIAL
16,91319,864+2,9517708990.56%+129
REPUBLIC SVCS INC(RSG)2,6382,924+2864355600.35%+125
CLEANSPARK INC(CLSK)11,38511,38501262410.15%+116
VANGUARD INDEX FDS1,3541,539+1854215300.33%+109
MARSH & MCLENNAN COS INC(MRSH)05,705+5,70501,1750.73%+1,175
SELECT SECTOR SPDR TR
ST STR ENERG ETF
3,7684,403+6353164160.26%+100
MERCK & CO INC(MRK)03,410+3,41004500.28%+450
VANGUARD INDEX FDS3,1363,436+3004695600.35%+91
MASTERCARD INCORPORATED(MA)1,1501,198+484915770.36%+87
FIRST TR EXCHANGE TRADED FD
ENERGY ALPHADX
016,507+16,50703090.19%+309
STRATEGY SHS
DAY HAGAN SMART
27,54327,54309811,0590.65%+78
INTUITIVE SURGICAL INC758827+692563300.20%+74
TEXTRON INC(TXT)3,6443,815+1712933660.23%+73
ALPHABET INC(GOOG)6,2776,282+58859560.59%+72
ROYAL CARIBBEAN GROUP
COM
4,5374,742+2055876590.41%+72
LAM RESEARCH CORP(LRCX)307321+142403120.19%+71
INVESCO EXCHANGE TRADED FD T
DORS WRI MOM ETF
5,1575,158+14415100.31%+69
DOMINOS PIZZA INC(DPZ)529577+482182870.18%+69
SALESFORCE INC(CRM)9641,064+1002543200.20%+67
MGM RESORTS INTERNATIONAL(MGM)9,41510,288+8734214860.30%+65
PROSHARES TR
LARGE CAP CRE
12,02611,911-1156597230.45%+65
KBR INC(KBR)04,783+4,78303040.19%+304
SOUTHERN CO(SO)5,8296,542+7134094690.29%+61
JOHNSON & JOHNSON(JNJ)04,085+4,08506460.40%+646
SERVICENOW INC(NOW)541573+323824370.27%+55
ELEVANCE HEALTH INC(ELV)705737+323323820.24%+50
INTERNATIONAL BUSINESS MACHS(IBM)1,6141,624+102643100.19%+46
PFIZER INC(PFE)09,232+9,23202560.16%+256
DEXCOM INC(DXCM)2,5412,564+233153560.22%+40
HUBSPOT INC(HUBS)463492+292693080.19%+39
EXXON MOBIL CORP02,129+2,12902470.15%+247
HEARTCORE ENTERPRISES INC0109,000+109,00001050.06%+105
ABBOTT LABS2,4332,667+2342683030.19%+35
VANGUARD INDEX FDS1,3791,389+103273610.22%+34
S&P GLOBAL INC(SPGI)867969+1023824120.25%+30
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