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Prostatis Group LLC

SEC CIK
0001649186
Latest filing
Aug 14, 2026

Holdings in Q1 2023

Holdings as of Mar 31, 2023, filed May 22, 2023. Long positions only; changes compare share counts with Q4 2022.

Institution overview
Positions
98
+1 vs. Q4 2022
Portfolio value
$189.4M
+$25.5M (+15.6%) vs. Q4 2022
Filed
May 22, 2023
SEC
Holdings of Prostatis Group LLC in Q1 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
Amplify ETF Tr032108409CWP ENHANCED DIV299,314$10.6M5.6%−7,939−2.6%Reduced–
Invesco QQQ Trust Series I46090E103ETF32,593$10.6M5.6%+32,593New–
SPYSPDR S&P 500 ETF TrustETF25,440$10.5M5.5%+24,741+3,539.5%AddedHistory
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 130,283$10.2M5.4%+30,283NewHistory
ARK ETF Tr00214Q203AUTNMUS TECHNLGY191,587$8.96M4.7%+191,587New–
ProShares Tr74347B425SHORT S&P 500 NE593,266$8.90M4.7%−11,639−1.9%Reduced–
State Street SPDR S&P Semiconductor ETF78464A862ETF49,276$8.78M4.6%+49,276New–
iShares U.S. Healthcare Providers ETF464288828ETF34,177$8.63M4.6%+34,177New–
Vanguard Morningstar Growth ETF922908736ETF28,407$7.22M3.8%+28,407New–
Vanguard S&P 500 ETF922908363ETF16,541$6.27M3.3%+14,171+597.9%Added–
Vanguard Intermediate-Term Bond ETF921937819ETF70,680$5.45M2.9%−2,172−3.0%Reduced–
First Tr Exchng Traded FD VI33740U786FT VEST U.S154,196$4.82M2.5%−5,523−3.5%Reduced–
iShares MSCI USA Momentum Factor ETF46432F396ETF28,275$3.97M2.1%+28,275New–
Vanguard Short-Term Bond ETF921937827ETF47,453$3.64M1.9%−203−0.4%Reduced–
Pacer Lunt Large Cap Multi-Factor Alternator ETF69374H816ETF93,618$3.24M1.7%−37,428−28.6%Reduced–
GLDSPDR Gold TrustETF16,310$3.04M1.6%+4,686+40.3%AddedHistory
Vanguard Total International Bond ETF92203J407ETF58,230$2.85M1.5%+14,665+33.7%Added–
Invesco Exch Traded FD Tr II46138E362S&P500 HDL VOL68,446$2.80M1.5%+68,446New–
iShares Core S&P 500 ETF464287200ETF6,062$2.50M1.3%+3,419+129.4%Added–
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW35,178$2.09M1.1%−8,393−19.3%Reduced–
iShares Inc46434G822MSCI JAPAN ETF33,734$2.02M1.1%+33,734New–
iShares Inc464286772MSCI STH KOR ETF32,770$2.00M1.1%+32,770New–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT13,866$1.97M1.0%+13,866New–
iShares Tr46435G334MSCI UK ETF NEW58,640$1.97M1.0%+58,640New–
iShares Inc464286806MSCI GERMANY ETF67,423$1.97M1.0%+67,423New–
Vanguard BD Index FDS921937793LONG TERM BOND25,977$1.96M1.0%−865−3.2%Reduced–
iShares Inc464286707MSCI FRANCE ETF50,119$1.95M1.0%+50,119New–
TMOThermo Fisher Scientific Inc.Stock2,824$1.63M0.9%−2−0.1%ReducedHistory
iShares Tr464288513IBOXX HI YD ETF21,649$1.62M0.9%+345+1.6%Added–
AAPLApple Inc.Stock9,349$1.61M0.8%+397+4.4%AddedHistory
MSFTMicrosoft CorpStock4,929$1.54M0.8%−541−9.9%ReducedHistory
HDHome Depot, Inc.Stock5,055$1.49M0.8%+2,638+109.1%AddedHistory
iShares Core S&P Mid-Cap ETF464287507ETF6,024$1.47M0.8%+6,024New–
AMGNAmgen IncStock5,761$1.38M0.7%−370−6.0%ReducedHistory
Vanguard Total Bond Market ETF921937835ETF18,291$1.35M0.7%+9,996+120.5%Added–
Vanguard Morningstar Large-Cap ETF922908637ETF6,880$1.30M0.7%+4,181+154.9%Added–
CVXChevron CorpStock7,734$1.26M0.7%−168−2.1%ReducedHistory
First Tr Exchange-Traded FD33738D408FIRST TR TA HIYL31,268$1.24M0.7%+582+1.9%Added–
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD89,023$1.24M0.7%+89,023New–
Vanguard Real Estate ETF922908553ETF14,908$1.24M0.7%+9,204+161.4%Added–
Vanguard Scottsdale FDS92206C813LG-TERM COR BD15,544$1.22M0.6%+9,366+151.6%Added–
iShares Core S&P Small Cap ETF464287804ETF12,831$1.20M0.6%+10,253+397.7%Added–
XOMExxonMobil Holdings CorpCOM10,952$1.20M0.6%+267+2.5%AddedHistory
Invesco Exchange Traded FD T46137V431S&P 500 GARP ETF13,440$1.15M0.6%−207−1.5%Reduced–
Invesco S&P 500 Equal Weight Technology ETF46137V282ETF4,119$1.14M0.6%+255+6.6%Added–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM19,923$1.09M0.6%+715+3.7%Added–
KOCoca Cola CoStock17,504$1.09M0.6%−328−1.8%ReducedHistory
JPMJPMorgan Chase & CoStock8,046$1.06M0.6%+74+0.9%AddedHistory
Vanguard Morningstar Value ETF922908744ETF7,037$968.1K0.5%−113,185−94.1%Reduced–
IBMInternational Business Machines CorpStock7,282$951.3K0.5%−169−2.3%ReducedHistory
JNJJohnson & JohnsonStock5,760$902.3K0.5%−183−3.1%ReducedHistory
MRKMerck & Co., Inc.Stock8,214$891.2K0.5%−31−0.4%ReducedHistory
MCDMcDonalds CorpStock3,011$851.5K0.4%+68+2.3%AddedHistory
PGProcter & Gamble CoStock5,607$841.8K0.4%+3,462+161.4%AddedHistory
Vanguard Malvern FDS922020805STRM INFPROIDX16,432$787.3K0.4%−226−1.4%Reduced–
Vanguard Emerging Markets Government Bond ETF921946885ETF12,731$785.5K0.4%−274−2.1%Reduced–
TRVTravelers Companies, Inc.Stock4,450$763.9K0.4%−26−0.6%ReducedHistory
BABoeing CoStock3,521$743.2K0.4%+3,521NewHistory
CATCaterpillar IncStock2,987$682.5K0.4%−15−0.5%ReducedHistory
HONHoneywell International IncCOM3,401$650.7K0.3%+25+0.7%AddedHistory
WMTWalmart Inc.Stock4,285$632.5K0.3%+4,285NewHistory
First Tr Exch Traded FD III33739E108PFD SECS INC ETF37,275$594.7K0.3%+37,275New–
AMZNAmazon Com IncStock5,404$591.4K0.3%−358−6.2%ReducedHistory
DBX ETF Tr233051432XTRACK USD HIGH16,147$554.8K0.3%−378−2.3%Reduced–
NOCNorthrop Grumman CorpStock1,201$549.4K0.3%+225+23.1%AddedHistory
VVisa Inc.Stock2,302$523.9K0.3%+51+2.3%AddedHistory
Thor885155101LOW VOLATILITY ETF LOW VOLATILITY20,772$502.0K0.3%+20,772New–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF2,993$447.6K0.2%−121−3.9%Reduced–
NVDANVIDIA CorpStock1,547$446.8K0.2%−435−21.9%ReducedHistory
ADXAdams Diversified Equity Fund, Inc.COM28,460$444.3K0.2%+56+0.2%AddedHistory
Vanguard Star FDS921909768VG TL INTL STK F7,853$441.8K0.2%−126,074−94.1%Reduced–
State Street Health Care Select Sector SPDR ETF81369Y209ETF3,318$430.9K0.2%−17,272−83.9%Reduced–
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF3,731$411.1K0.2%+3,731New–
LMTLockheed Martin CorpStock878$410.3K0.2%+31+3.7%AddedHistory
NEENextera Energy IncStock5,084$391.9K0.2%+57+1.1%AddedHistory
ARCCAres Capital CorpCEF20,271$371.2K0.2%+20,271NewHistory
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF6,449$357.0K0.2%−274−4.1%Reduced–
PSECProspect Capital CorpCOM51,638$323.9K0.2%+51,638NewHistory
Vanguard Health Care ETF92204A504ETF1,306$312.1K0.2%+1+0.1%Added–
VZVerizon Communications IncStock8,043$305.1K0.2%+559+7.5%AddedHistory
MKCMcCormick & Co IncStock3,335$296.5K0.2%+11+0.3%AddedHistory
DUKDuke Energy CORPStock2,959$290.8K0.2%−21−0.7%ReducedHistory
State Street Financial Select Sector SPDR ETF81369Y605ETF9,011$289.7K0.2%−66,343−88.0%Reduced–
Vanguard Energy ETF92204A306ETF2,514$287.2K0.2%+117+4.9%Added–
UNHUnitedHealth Group IncStock588$285.7K0.2%+48+8.9%AddedHistory
FFord Motor CoStock23,563$280.5K0.1%+1,141+5.1%AddedHistory
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF3,630$272.2K0.1%−31,236−89.6%Reduced–
LHXL3HARRIS Technologies, Inc.Stock1,314$257.6K0.1%+5+0.4%AddedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF1,150$235.6K0.1%−50−4.2%Reduced–
DISWalt Disney CoStock2,267$229.0K0.1%−330−12.7%ReducedHistory
MOAltria Group, Inc.Stock5,045$225.9K0.1%−12−0.2%ReducedHistory
TROWPrice T Rowe Group IncStock2,105$222.8K0.1%−6−0.3%ReducedHistory
ABBVAbbVie Inc.Stock1,431$215.1K0.1%−10−0.7%ReducedHistory
Vanguard Information Technology ETF92204A702ETF558$215.1K0.1%+558New–
iShares Tr464287713US TELECOM ETF8,820$204.3K0.1%+8,820New–
GSGoldman Sachs Group IncStock622$200.7K0.1%−120−16.2%ReducedHistory
Invesco Exch Traded FD Tr II46138E511PFD ETF12,430$137.8K0.1%−550−4.2%Reduced–
SOFISoFi Technologies, Inc.Stock12,200$66.9K<0.1%00.0%UnchangedHistory

Sold out since Q4 2022 (24)

Positions held at the end of Q4 2022 that are gone from this filing.

Positions of Prostatis Group LLC sold out since Q4 2022
SecurityClassShares in Q4 2022Value in Q4 2022% of portfolio in Q4 2022History
Vanguard Morningstar Mid-Cap ETF922908629ETF31,673$6.46M3.9%–
iShares Tr46435G425ESG AWR MSCI USA51,995$4.41M2.7%–
iShares Tr464288802ESG OPTIMIZED53,434$4.40M2.7%–
iShares Tr464288570ESG MSCI KLD ETF61,113$4.39M2.7%–
Vanguard Morningstar Small-Cap ETF922908751ETF21,727$3.99M2.4%–
iShares Tr464287234MSCI EMG MKT ETF73,452$2.78M1.7%–
State Street Industrial Select Sector SPDR ETF81369Y704ETF25,325$2.49M1.5%–
State Street Utilities Select Sector SPDR ETF81369Y886ETF34,588$2.44M1.5%–
State Street Real Estate Select Sector SPDR ETF81369Y860ETF64,606$2.39M1.5%–
iShares Tr46435G516ESG AW MSCI EAFE35,907$2.36M1.4%–
State Street Materials Select Sector SPDR ETF81369Y100ETF30,130$2.34M1.4%–
iShares Inc46434G863ESG AWR MSCI EM65,848$1.98M1.2%–
Exchange Listed FDS Tr30151E681CABANA TARGET 1664,962$1.41M0.9%–
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF11,175$837.6K0.5%–
Exchange Listed FDS Tr30151E616CABANA AGGRESSIV35,683$651.9K0.4%–
First Tr Exchange-Traded FD33739E908CALL33,834$568.4K0.3%–
SLViShares Silver TrustETF25,321$557.6K0.3%History
Vanguard Ftse Emerging Markets ETF922042858ETF13,654$532.2K0.3%–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF9,471$474.9K0.3%–
RTXRTX CorpStock4,316$435.5K0.3%History
PFEPfizer IncStock5,893$301.9K0.2%History
Exchange Listed FDS Tr30151E731CABANA TARGET 510,202$218.1K0.1%–
Two RDS Shared Tr90214Q642REGENTS PK HDGD24,406$205.3K0.1%–
iShares Tr464287788U.S. FINLS ETF2,652$200.1K0.1%–