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Home > Institutional Investor > Prosperitas Financial Llc > Profile

Instuitional Investor - Prosperitas Financial Llc

Fund Profile
Filing Period:
Fund Name: Prosperitas Financial Llc
Portfolio Value $135,761,644
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 51,966 $10,004,879 7.36%
2.
Invesco Qqq Tr
 19,594 $8,024,011 5.91%
3.
Schwab Strategic Trust
 FNDF 90,063 $7,471,610 5.5%
4.
Schwab Strategic Trust
 FNDF 123,751 $6,889,226 5.07%
5.
Ishares Tr
 99,989 $6,492,271 4.78%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)