| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2020 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 4 | Q2 2024 | 7.4% |
| VANGUARD INDEX FDS | 4 | Q2 2024 | 3.1% |
| MICROSOFT CORP | 4 | Q2 2024 | 2.9% |
| CHEVRON CORP NEW | 4 | Q2 2024 | 2.3% |
| JPMORGAN CHASE & CO. | 4 | Q2 2024 | 1.5% |
| UNITEDHEALTH GROUP INC | 4 | Q2 2024 | 1.3% |
| WALMART INC | 4 | Q2 2024 | 0.4% |
| PROCTER AND GAMBLE CO | 4 | Q2 2024 | 0.3% |
| BANK AMERICA CORP | 4 | Q2 2024 | 0.5% |
| INVESCO QQQ TR | 3 | Q1 2024 | 5.9% |
View Prosperitas Financial LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-05 |
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-11-14 |
View Prosperitas Financial LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.