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Prostatis Group LLC

SEC CIK
0001649186
Latest filing
Aug 14, 2026

Holdings in Q4 2022

Holdings as of Dec 31, 2022, filed Mar 28, 2023. Long positions only; changes compare share counts with Q3 2022.

Institution overview
Positions
97
+33 vs. Q3 2022
Portfolio value
$163.9M
+$77.1M (+88.9%) vs. Q3 2022
Filed
Mar 28, 2023
AmendedSEC
Holdings of Prostatis Group LLC in Q4 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Morningstar Value ETF922908744ETF120,222$16.9M10.3%+120,222New–
Amplify ETF Tr032108409CWP ENHANCED DIV307,253$11.0M6.7%+9,991+3.4%Added–
ProShares Tr74347B425SHORT S&P 500 NE604,905$9.70M5.9%+604,905New–
Vanguard Star FDS921909768VG TL INTL STK F133,927$6.93M4.2%+133,927New–
Vanguard Morningstar Mid-Cap ETF922908629ETF31,673$6.46M3.9%+31,673New–
Vanguard Intermediate-Term Bond ETF921937819ETF72,852$5.41M3.3%−1,529−2.1%Reduced–
First Tr Exchng Traded FD VI33740U786FT VEST U.S159,719$4.75M2.9%+159,719New–
Pacer Lunt Large Cap Multi-Factor Alternator ETF69374H816ETF131,046$4.61M2.8%−75,857−36.7%Reduced–
iShares Tr46435G425ESG AWR MSCI USA51,995$4.41M2.7%+51,995New–
iShares Tr464288802ESG OPTIMIZED53,434$4.40M2.7%+53,434New–
iShares Tr464288570ESG MSCI KLD ETF61,113$4.39M2.7%+61,113New–
Vanguard Morningstar Small-Cap ETF922908751ETF21,727$3.99M2.4%+21,727New–
Vanguard Short-Term Bond ETF921937827ETF47,656$3.59M2.2%−2,076−4.2%Reduced–
State Street Health Care Select Sector SPDR ETF81369Y209ETF20,590$2.80M1.7%+18,668+971.3%Added–
iShares Tr464287234MSCI EMG MKT ETF73,452$2.78M1.7%+73,452New–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF34,866$2.60M1.6%+34,866New–
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW43,571$2.59M1.6%+10,093+30.1%Added–
State Street Financial Select Sector SPDR ETF81369Y605ETF75,354$2.58M1.6%+75,354New–
State Street Industrial Select Sector SPDR ETF81369Y704ETF25,325$2.49M1.5%+25,325New–
State Street Utilities Select Sector SPDR ETF81369Y886ETF34,588$2.44M1.5%+34,588New–
State Street Real Estate Select Sector SPDR ETF81369Y860ETF64,606$2.39M1.5%+64,606New–
iShares Tr46435G516ESG AW MSCI EAFE35,907$2.36M1.4%+35,907New–
State Street Materials Select Sector SPDR ETF81369Y100ETF30,130$2.34M1.4%+30,130New–
Vanguard Total International Bond ETF92203J407ETF43,565$2.07M1.3%+9,223+26.9%Added–
iShares Inc46434G863ESG AWR MSCI EM65,848$1.98M1.2%+65,848New–
GLDSPDR Gold TrustETF11,624$1.97M1.2%+4,841+71.4%AddedHistory
Vanguard BD Index FDS921937793LONG TERM BOND26,842$1.94M1.2%−74−0.3%Reduced–
AMGNAmgen IncStock6,131$1.61M1.0%+331+5.7%AddedHistory
iShares Tr464288513IBOXX HI YD ETF21,304$1.57M1.0%−730−3.3%Reduced–
TMOThermo Fisher Scientific Inc.Stock2,826$1.56M0.9%−1,278−31.1%ReducedHistory
CVXChevron CorpStock7,902$1.42M0.9%+7,902NewHistory
Exchange Listed FDS Tr30151E681CABANA TARGET 1664,962$1.41M0.9%+64,962New–
MSFTMicrosoft CorpStock5,470$1.31M0.8%−4,435−44.8%ReducedHistory
First Tr Exchange-Traded FD33738D408FIRST TR TA HIYL30,686$1.19M0.7%−7,826−20.3%Reduced–
XOMExxonMobil Holdings CorpCOM10,685$1.18M0.7%+7,088+197.1%AddedHistory
AAPLApple Inc.Stock8,952$1.16M0.7%−6,643−42.6%ReducedHistory
KOCoca Cola CoStock17,832$1.13M0.7%+17,832NewHistory
Invesco Exchange Traded FD T46137V431S&P 500 GARP ETF13,647$1.13M0.7%−63,659−82.3%Reduced–
JPMJPMorgan Chase & CoStock7,972$1.07M0.7%+5,775+262.9%AddedHistory
JNJJohnson & JohnsonStock5,943$1.05M0.6%+4,250+251.0%AddedHistory
IBMInternational Business Machines CorpStock7,451$1.05M0.6%+7,451NewHistory
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM19,208$1.05M0.6%+3,200+20.0%Added–
iShares Core S&P 500 ETF464287200ETF2,643$1.02M0.6%−158−5.6%Reduced–
Invesco S&P 500 Equal Weight Technology ETF46137V282ETF3,864$938.9K0.6%+3,864New–
MRKMerck & Co., Inc.Stock8,245$914.8K0.6%+5,758+231.5%AddedHistory
TRVTravelers Companies, Inc.Stock4,476$839.2K0.5%+4,476NewHistory
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF11,175$837.6K0.5%−30,738−73.3%Reduced–
Vanguard S&P 500 ETF922908363ETF2,370$832.6K0.5%−560−19.1%Reduced–
Vanguard Emerging Markets Government Bond ETF921946885ETF13,005$793.0K0.5%−620−4.6%Reduced–
Vanguard Malvern FDS922020805STRM INFPROIDX16,658$778.1K0.5%+260+1.6%Added–
MCDMcDonalds CorpStock2,943$775.6K0.5%+2,943NewHistory
HDHome Depot, Inc.Stock2,417$763.3K0.5%+19+0.8%AddedHistory
HONHoneywell International IncCOM3,376$723.4K0.4%+3,376NewHistory
CATCaterpillar IncStock3,002$719.2K0.4%+3,002NewHistory
Exchange Listed FDS Tr30151E616CABANA AGGRESSIV35,683$651.9K0.4%+35,683New–
Vanguard Total Bond Market ETF921937835ETF8,295$595.9K0.4%+8,295New–
First Tr Exchange-Traded FD33739E908CALL33,834$568.4K0.3%+33,834New–
SLViShares Silver TrustETF25,321$557.6K0.3%+25,321NewHistory
DBX ETF Tr233051432XTRACK USD HIGH16,525$557.0K0.3%+197+1.2%Added–
NOCNorthrop Grumman CorpStock976$532.5K0.3%+31+3.3%AddedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF13,654$532.2K0.3%+13,654New–
AMZNAmazon Com IncStock5,762$484.0K0.3%−7,964−58.0%ReducedHistory
Vanguard Ftse All-World Ex-US Index Fund922042775ETF9,471$474.9K0.3%+9,471New–
Vanguard Real Estate ETF922908553ETF5,704$470.4K0.3%+5,704New–
Vanguard Morningstar Large-Cap ETF922908637ETF2,699$470.2K0.3%+2,699New–
Vanguard Scottsdale FDS92206C813LG-TERM COR BD6,178$467.7K0.3%+6,178New–
VVisa Inc.Stock2,251$467.7K0.3%−47−2.0%ReducedHistory
RTXRTX CorpStock4,316$435.5K0.3%+4,316NewHistory
NEENextera Energy IncStock5,027$420.3K0.3%+5,027NewHistory
ADXAdams Diversified Equity Fund, Inc.COM28,404$413.0K0.3%+1,640+6.1%AddedHistory
LMTLockheed Martin CorpStock847$412.2K0.3%+3+0.4%AddedHistory
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF3,114$402.2K0.2%+1,501+93.1%Added–
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF6,723$340.6K0.2%+235+3.6%Added–
PGProcter & Gamble CoStock2,145$325.1K0.2%+87+4.2%AddedHistory
Vanguard Health Care ETF92204A504ETF1,305$323.8K0.2%+1+0.1%Added–
DUKDuke Energy CORPStock2,980$306.9K0.2%+385+14.8%AddedHistory
PFEPfizer IncStock5,893$301.9K0.2%−8−0.1%ReducedHistory
VZVerizon Communications IncStock7,484$294.9K0.2%+1,314+21.3%AddedHistory
Vanguard Energy ETF92204A306ETF2,397$290.7K0.2%+2,397New–
NVDANVIDIA CorpStock1,982$289.6K0.2%+1,982NewHistory
UNHUnitedHealth Group IncStock540$286.3K0.2%00.0%UnchangedHistory
MKCMcCormick & Co IncStock3,324$275.6K0.2%+5+0.2%AddedHistory
LHXL3HARRIS Technologies, Inc.Stock1,309$272.6K0.2%+1,309NewHistory
SPYSPDR S&P 500 ETF TrustETF699$267.2K0.2%+699NewHistory
FFord Motor CoStock22,422$260.8K0.2%+473+2.2%AddedHistory
GSGoldman Sachs Group IncStock742$254.8K0.2%−40−5.1%ReducedHistory
iShares Core S&P Small Cap ETF464287804ETF2,578$244.0K0.1%+2,578New–
ABBVAbbVie Inc.Stock1,441$232.9K0.1%+1,441NewHistory
MOAltria Group, Inc.Stock5,057$231.1K0.1%+5,057NewHistory
TROWPrice T Rowe Group IncStock2,111$230.2K0.1%−5−0.2%ReducedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF1,200$229.5K0.1%+41+3.5%Added–
DISWalt Disney CoStock2,597$225.7K0.1%+214+9.0%AddedHistory
Exchange Listed FDS Tr30151E731CABANA TARGET 510,202$218.1K0.1%+10,202New–
Two RDS Shared Tr90214Q642REGENTS PK HDGD24,406$205.3K0.1%+24,406New–
iShares Tr464287788U.S. FINLS ETF2,652$200.1K0.1%+2,652New–
Invesco Exch Traded FD Tr II46138E511PFD ETF12,980$145.1K0.1%+1,382+11.9%Added–
SOFISoFi Technologies, Inc.Stock12,200$56.2K<0.1%00.0%UnchangedHistory

Sold out since Q3 2022 (15)

Positions held at the end of Q3 2022 that are gone from this filing.

Positions of Prostatis Group LLC sold out since Q3 2022
SecurityClassShares in Q3 2022Value in Q3 2022% of portfolio in Q3 2022History
Invesco Exchange Traded FD T46137V464S&P MDCP MOMNTUM57,437$4.01M4.6%–
First Tr Exchng Traded FD VI33740U703FT VEST DEEP ETF184,380$3.52M4.1%–
First Tr Exchange Traded FD33741X102SMID RISNG ETF120,832$2.79M3.2%–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT19,226$2.45M2.8%–
iShares Tips Bond ETF464287176ETF19,329$2.03M2.3%–
TSLATesla, Inc.Stock4,660$1.24M1.4%History
BRK.BBerkshire Hathaway IncStock3,764$1.01M1.2%History
ABTAbbott LaboratoriesStock8,641$836.1K1.0%History
First Tr Exch Traded FD III33739E108PFD SECS INC ETF49,711$830.2K1.0%–
GOOGLAlphabet Inc.Stock8,498$812.8K0.9%History
ARK Innovation ETF00214Q104ETF17,594$663.8K0.8%–
PRUPrudential Financial IncStock7,611$652.9K0.8%History
State Street Technology Select Sector SPDR ETF81369Y803ETF4,108$488.0K0.6%–
METAMeta Platforms, Inc.Stock1,747$237.0K0.3%History
Fidelity Covington Trust316092857MSCI RL EST ETF8,808$210.7K0.2%–