$129 Million is the total value of Prosperitas Financial LLC's 67 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2023 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 1 | Q3 2023 | 6.9% |
| VANGUARD SCOTTSDALE FDS | 1 | Q3 2023 | 6.0% |
| INVESCO QQQ TR | 1 | Q3 2023 | 5.9% |
| SCHWAB STRATEGIC TR | 1 | Q3 2023 | 5.5% |
| SCHWAB STRATEGIC TR | 1 | Q3 2023 | 5.3% |
| VANGUARD INDEX FDS | 1 | Q3 2023 | 4.6% |
| ISHARES TR | 1 | Q3 2023 | 4.5% |
| VANGUARD INDEX FDS | 1 | Q3 2023 | 4.2% |
| SCHWAB STRATEGIC TR | 1 | Q3 2023 | 4.1% |
| AMAZON COM INC | 1 | Q3 2023 | 3.1% |
View Prosperitas Financial LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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.