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Prosperity Financial Group, Inc. - Portfolio Stock Holdings

Report Period:

Sept. 30, 2024

No. of Stocks:

160

Est. Stock Holding Value:

$178,000,793

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Prosperity Financial Group, Inc.

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - Prosperity Financial Group, Inc.

Stock
Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)
CAVA CAVA Call 1,800 $222,930 +1,800 +$222,930
MSFT MSFT Call 500 $215,150 +500 +$215,150
SOFI SOFI Call 10,000 $78,600 +10,000 +$78,600
IOT IOT Call 1,300 $62,556 +1,300 +$62,556
PLTR PLTR Call 1,000 $37,200 +1,000 +$37,200
SNOW SNOW Call 0 $0 -1,500 -$202,635

Note: Options holding values may be affected by fund filing errors.