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Prosperity Wealth Management

Latest statistics and disclosures from Prosperity Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are QLD, SSO, VOO, SCHX, QQQ, and represent 38.73% of Prosperity Wealth Management's stock portfolio.
Added to shares of these 10 stocks: QLD (+$39M), SSO (+$16M), NVDA (+$6.2M), OEF, MGK, LLY, SMH, UTG, SCHQ, SOXS.
Started 81 new stock positions in SVOL, EVLV, FV, KNG, LOCO, VEA, SOXS, XLC, JMEE, KO.
Reduced shares in these 10 stocks: VOO (-$17M), QQQ (-$16M), TQQQ (-$15M), , SCHX, SSUS, SGOV, HIGH, HERD, SDS.
Sold out of its positions in ARKG, ABNB, Barclays Bank, BILL, CVX, CMG, CLSK, NET, DAL, DVN.
Prosperity Wealth Management was a net buyer of stock by $27M.
Prosperity Wealth Management has $250M in assets under management (AUM), dropping by 21.36%.
Central Index Key (CIK): 0001991463

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Portfolio Holdings for Prosperity Wealth Management

Prosperity Wealth Management holds 189 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Proshares Tr Pshs Ultra Qqq (QLD)	15.5	$39M	NEW	384k	100.70	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	6.3	$16M	NEW	175k	90.17	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	6.1	$15M	-53%	29k	527.66	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	5.9	$15M	-15%	218k	67.85	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	5.0	$12M	-55%	25k	488.08	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	4.6	$12M	+9%	112k	104.18	View chart
Microsoft Corporation (MSFT)	3.5	$8.8M	+9%	21k	430.31	View chart
NVIDIA Corporation (NVDA)	2.6	$6.5M	+1922%	54k	121.44	View chart
Apple (AAPL)	2.5	$6.1M	+2%	26k	233.00	View chart
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)	2.0	$4.9M	+22%	98k	50.30	View chart
Amazon (AMZN)	1.6	$4.0M	+9%	21k	186.33	View chart
Vanguard World Mega Grwth Ind (MGK)	1.1	$2.8M	+76%	8.6k	321.95	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	1.1	$2.7M	+35%	28k	96.52	View chart
Procter & Gamble Company (PG)	1.0	$2.6M		15k	173.20	View chart
Select Sector Spdr Tr Technology (XLK)	0.9	$2.4M		11k	225.76	View chart
Arista Networks (ANET)	0.8	$2.1M	+76%	5.4k	383.82	View chart
Draftkings Com Cl A (DKNG)	0.8	$2.1M	+90%	53k	39.20	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.8	$2.0M	+25%	33k	62.32	View chart
Targa Res Corp (TRGP)	0.8	$1.9M		13k	148.01	View chart
Meta Platforms Cl A (META)	0.7	$1.8M	+69%	3.2k	572.44	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.7	$1.8M	-8%	30k	59.51	View chart
Eli Lilly & Co. (LLY)	0.7	$1.8M	+206%	2.0k	885.94	View chart
Ishares Tr S&p 100 Etf (OEF)	0.7	$1.8M	NEW	6.3k	276.76	View chart
Wynn Resorts (WYNN)	0.7	$1.7M	-7%	18k	95.88	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.7	$1.7M	+231%	6.8k	245.44	View chart
Nuveen Equity Premium Income Fund (BXMX)	0.7	$1.6M	+2%	119k	13.72	View chart
Shopify Cl A (SHOP)	0.6	$1.5M	+19%	19k	80.14	View chart
Exxon Mobil Corporation (XOM)	0.6	$1.5M		13k	117.22	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.6	$1.4M	-58%	14k	100.72	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$1.4M	+36%	8.4k	165.85	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$1.3M	+257%	2.9k	460.26	View chart
Uber Technologies (UBER)	0.5	$1.3M	+91%	17k	75.16	View chart
Strategy Day Hagan Ned (SSUS)	0.5	$1.3M	-64%	30k	41.59	View chart
Palo Alto Networks (PANW)	0.5	$1.2M	+39%	3.4k	341.80	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.5	$1.1M	+73%	42k	26.65	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.4	$1.1M	NEW	33k	32.81	View chart
Schwab Strategic Tr Long Term Us (SCHQ)	0.4	$1.1M	NEW	31k	34.99	View chart
PIMCO Corporate Opportunity Fund (PTY)	0.4	$1.1M	+179%	75k	14.39	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.4	$1.1M	+48%	37k	29.41	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$1.1M	+3%	1.9k	576.95	View chart
Direxion Shs Etf Tr Daily Semiconduc (SOXS)	0.4	$1.1M	NEW	52k	20.25	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.4	$1.0M	+79%	13k	80.30	View chart
Paycom Software (PAYC)	0.4	$1.0M	NEW	6.1k	166.57	View chart
Cyberark Software SHS (CYBR)	0.4	$1.0M	+131%	3.4k	291.61	View chart
Simplify Exchange Traded Fun Aggregate Bond E (AGGH)	0.4	$907k	+14%	42k	21.71	View chart
Advanced Micro Devices (AMD)	0.4	$906k	+170%	5.5k	164.08	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$905k	+108%	2.4k	375.38	View chart
Novo-nordisk A S Adr (NVO)	0.4	$905k	+17%	7.6k	119.07	View chart
Oscar Health Cl A (OSCR)	0.3	$872k	+9%	41k	21.21	View chart
Vertiv Holdings Com Cl A (VRT)	0.3	$846k	+140%	8.5k	99.49	View chart
O'reilly Automotive (ORLY)	0.3	$802k	-2%	696.00	1151.60	View chart
Emerson Electric (EMR)	0.3	$801k	+127%	7.3k	109.37	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$777k	-19%	3.2k	243.06	View chart
Intuitive Surgical Com New (ISRG)	0.3	$769k	NEW	1.6k	491.27	View chart
Mesoblast Spons Adr (MESO)	0.3	$747k	+18%	92k	8.17	View chart
Proshares Tr Ultsht Msci Jap (EWV)	0.3	$732k	NEW	77k	9.50	View chart
JPMorgan Chase & Co. (JPM)	0.3	$713k		3.4k	210.86	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.3	$712k		6.7k	106.77	View chart
Direxion Shs Etf Tr Daily 20+ Year T (TMF)	0.3	$703k	NEW	12k	57.76	View chart
Doordash Cl A (DASH)	0.3	$693k	+130%	4.9k	142.73	View chart
Direxion Shs Etf Tr Daily Finl Bear (FAZ)	0.3	$688k	NEW	87k	7.91	View chart
PNC Financial Services (PNC)	0.3	$680k	+84%	3.7k	184.84	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.3	$679k	+4%	815.00	833.25	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	0.3	$667k	+23%	22k	30.35	View chart
Proshares Tr Bitcoin Etf (BITO)	0.3	$666k		35k	19.19	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.3	$664k	NEW	1.4k	465.08	View chart
Axon Enterprise (AXON)	0.3	$656k	NEW	1.6k	399.60	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$653k	NEW	2.1k	314.42	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBMC)	0.3	$650k	+30%	6.9k	94.47	View chart
Arm Holdings Sponsored Ads (ARM)	0.3	$646k	+18%	4.5k	143.01	View chart
Tesla Motors (TSLA)	0.3	$639k	+2%	2.4k	261.66	View chart
Palantir Technologies Cl A (PLTR)	0.3	$633k	-11%	17k	37.20	View chart
Constellation Energy (CEG)	0.2	$625k	-6%	2.4k	260.03	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.2	$605k	+11%	6.6k	91.81	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$604k	-5%	8.4k	71.73	View chart
Netflix (NFLX)	0.2	$603k	-2%	850.00	709.27	View chart
Truist Financial Corp equities (TFC)	0.2	$600k	-6%	14k	42.77	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.2	$558k	+83%	14k	41.16	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$557k	+6%	6.6k	84.53	View chart
Pimco Etf Tr 25yr+ Zero U S (ZROZ)	0.2	$516k	NEW	6.3k	82.42	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$507k		1.8k	283.13	View chart
Paypal Holdings (PYPL)	0.2	$486k	NEW	6.2k	78.03	View chart
Raytheon Technologies Corp (RTX)	0.2	$468k		3.9k	121.16	View chart
Amplify Etf Tr Amplify Alternat (MJ)	0.2	$466k	NEW	141k	3.31	View chart
Eversource Energy (ES)	0.2	$463k		6.8k	68.05	View chart
Pimco Dynamic Income SHS (PDI)	0.2	$461k	NEW	23k	20.27	View chart
Shift4 Pmts Cl A (FOUR)	0.2	$461k	NEW	5.2k	88.60	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$457k	-14%	797.00	573.70	View chart
Ark Etf Tr Next Gnrtn Inter (ARKW)	0.2	$456k	-71%	5.4k	85.13	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.2	$455k	-97%	6.3k	72.49	View chart
Docusign (DOCU)	0.2	$453k	+26%	7.3k	62.09	View chart
Aim Etf Products Trust Allianzim Us Lgr (AUGT)	0.2	$450k	-15%	15k	30.50	View chart
Wal-Mart Stores (WMT)	0.2	$449k	-7%	5.6k	80.75	View chart
Walt Disney Company (DIS)	0.2	$448k	-2%	4.7k	96.18	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.2	$443k	NEW	15k	29.89	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$438k	+19%	2.5k	173.67	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$437k	+4%	1.1k	384.09	View chart
Nutrien (NTR)	0.2	$433k	NEW	9.0k	48.06	View chart
Deckers Outdoor Corporation (DECK)	0.2	$431k	+246%	2.7k	159.45	View chart
Pacer Fds Tr Amercn Enrgy Ind (USAI)	0.2	$424k	NEW	12k	35.01	View chart
Elf Beauty (ELF)	0.2	$421k	-2%	3.9k	109.03	View chart
Broadcom (AVGO)	0.2	$414k	NEW	2.4k	172.50	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$412k	NEW	12k	33.23	View chart
Mongodb Cl A (MDB)	0.2	$404k	-10%	1.5k	270.35	View chart
Doximity Cl A (DOCS)	0.2	$403k		9.3k	43.57	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.2	$401k	NEW	5.6k	71.76	View chart
Sprouts Fmrs Mkt (SFM)	0.2	$393k	NEW	3.6k	110.41	View chart
The Trade Desk Com Cl A (TTD)	0.2	$386k	-23%	3.5k	109.65	View chart
SIGA Technologies (SIGA)	0.2	$381k	NEW	57k	6.75	View chart
International Business Machines (IBM)	0.2	$378k	-8%	1.7k	221.08	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.1	$374k	+68%	10k	36.38	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.1	$372k	NEW	6.8k	54.48	View chart
Sherwin-Williams Company (SHW)	0.1	$370k	NEW	970.00	381.67	View chart
Proshares Tr Ultrashrt Dow 30 (SDOW)	0.1	$366k	NEW	28k	13.07	View chart
Unity Software (U)	0.1	$363k	NEW	16k	22.62	View chart
Veralto Corp Com Shs (VLTO)	0.1	$361k	NEW	3.2k	111.86	View chart
First Tr Exchange-traded Limited Duration (FSIG)	0.1	$357k	+7%	19k	19.20	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.1	$352k	+34%	7.2k	48.66	View chart
Intercontinental Hotels Grou Sponsored Ads (IHG)	0.1	$348k	NEW	3.2k	110.49	View chart
Fastly Cl A (FSLY)	0.1	$348k	NEW	46k	7.57	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$343k	-34%	1.9k	179.16	View chart
MercadoLibre (MELI)	0.1	$339k	NEW	165.00	2051.96	View chart
Upstart Hldgs (UPST)	0.1	$335k	NEW	8.4k	40.01	View chart
Direxion Shs Etf Tr Daily Sm Cp Bear (TZA)	0.1	$334k	-55%	25k	13.50	View chart
Celsius Hldgs Com New (CELH)	0.1	$328k	-57%	11k	31.36	View chart
Kinsale Cap Group (KNSL)	0.1	$319k	NEW	685.00	465.57	View chart
Veeva Sys Cl A Com (VEEV)	0.1	$318k	NEW	1.5k	209.87	View chart
Cohen & Steers infrastucture Fund (UTF)	0.1	$312k	+3%	12k	26.03	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$307k	NEW	6.1k	50.28	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$302k	NEW	5.7k	52.81	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$297k	NEW	1.3k	230.55	View chart
First Tr Exchange-traded Energy Inm Partn (EIPX)	0.1	$297k	NEW	12k	24.18	View chart
Lo (LOCO)	0.1	$297k	NEW	22k	13.70	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$296k	+6%	1.3k	220.05	View chart
Global X Fds Cybrscurty Etf (BUG)	0.1	$296k	-38%	9.6k	30.95	View chart
Dutch Bros Cl A (BROS)	0.1	$293k	NEW	9.2k	32.03	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$292k	-71%	5.8k	50.74	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$291k	-75%	1.0k	280.47	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.1	$289k	+9%	9.0k	32.09	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$288k		1.7k	167.19	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$283k	NEW	800.00	353.48	View chart
Tidal Tr Ii Yieldmax Short	0.1	$268k	NEW	14k	18.67	View chart
Schrodinger (SDGR)	0.1	$267k	NEW	14k	18.55	View chart
Ishares Tr Agency Bond Etf (AGZ)	0.1	$267k	NEW	2.4k	110.38	View chart
Uipath Cl A (PATH)	0.1	$266k	+3%	21k	12.80	View chart
GATX Corporation (GATX)	0.1	$265k		2.0k	132.45	View chart
Virtus Etf Tr Ii Seix Sr Ln Etf (SEIX)	0.1	$263k	NEW	11k	23.80	View chart
Vaneck Etf Trust Oil Services Etf (OIH)	0.1	$261k	-9%	919.00	283.71	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	0.1	$260k	NEW	9.6k	27.01	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$259k	+11%	2.0k	128.31	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.1	$257k		3.8k	67.51	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$257k	NEW	8.8k	29.18	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$257k	NEW	4.3k	59.23	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$255k	NEW	6.9k	37.23	View chart
Realty Income (O)	0.1	$255k		4.0k	63.42	View chart
Moody's Corporation (MCO)	0.1	$253k		533.00	474.59	View chart
Simplify Exchange Traded Fun Volatility Prem (SVOL)	0.1	$251k	NEW	11k	21.96	View chart
Curtiss-Wright (CW)	0.1	$251k	NEW	763.00	328.69	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$251k	NEW	2.8k	90.41	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$247k	NEW	6.7k	37.17	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.1	$247k	NEW	3.6k	68.28	View chart
Simplify Exchange Traded Fun Health Care Etf (PINK)	0.1	$238k	NEW	7.2k	32.83	View chart
Spdr Ser Tr Nyse Tech Etf (XNTK)	0.1	$237k	NEW	1.2k	197.50	View chart
Soundhound Ai Class A Com (SOUN)	0.1	$235k	NEW	50k	4.66	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$231k	NEW	1.1k	202.85	View chart
Home Depot (HD)	0.1	$230k		569.00	404.86	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.1	$226k	NEW	9.4k	24.05	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.1	$226k	NEW	3.7k	60.96	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.1	$226k	NEW	3.9k	58.27	View chart
Rambus (RMBS)	0.1	$221k	NEW	5.2k	42.22	View chart
Invesco Exchange Traded Fd T Oil & Gas Servic (PXJ)	0.1	$217k	NEW	7.5k	28.91	View chart
Opera Sponsored Ads (OPRA)	0.1	$216k	NEW	14k	15.45	View chart
Pacer Fds Tr Data And Infrast (SRVR)	0.1	$215k	NEW	6.7k	32.14	View chart
Lockheed Martin Corporation (LMT)	0.1	$213k	NEW	364.00	584.56	View chart
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI)	0.1	$212k	NEW	11k	19.35	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$210k	NEW	1.4k	154.02	View chart
Visa Com Cl A (V)	0.1	$207k	-37%	753.00	274.95	View chart
Vanguard World Mega Cap Index (MGC)	0.1	$206k	NEW	999.00	206.64	View chart
Coca-Cola Company (KO)	0.1	$205k	NEW	2.9k	71.86	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	0.1	$203k	NEW	2.8k	72.38	View chart
Direxion Shs Etf Tr Daily Csi 2x Sh (CWEB)	0.1	$202k	NEW	4.5k	45.12	View chart
Nu Hldgs Ord Shs Cl A (NU)	0.1	$192k	NEW	14k	13.65	View chart
Sofi Technologies (SOFI)	0.1	$188k	NEW	24k	7.86	View chart
Proshares Tr Ultrapro Sht Qqq (SQQQ)	0.1	$173k	-9%	24k	7.39	View chart
Direxion Shs Etf Tr Daily Ftse China (YANG)	0.1	$169k	NEW	41k	4.16	View chart
Evolv Technologies Hldngs In Com Cl A (EVLV)	0.1	$159k	NEW	39k	4.05	View chart
Sol Gel Technologies SHS (SLGL)	0.0	$111k	NEW	163k	0.68	View chart
Microvision Inc Del Com New (MVIS)	0.0	$89k		78k	1.14	View chart
Adaptimmune Therapeutics Sponds Adr (ADAP)	0.0	$23k	-7%	25k	0.95	View chart

Past Filings by Prosperity Wealth Management

SEC 13F filings are viewable for Prosperity Wealth Management going back to 2023

Prosperity Wealth Management 2024 Q3 filed Nov. 14, 2024
Prosperity Wealth Management 2024 Q1 filed May 15, 2024
Prosperity Wealth Management 2023 Q4 filed Jan. 30, 2024
Prosperity Wealth Management 2023 Q3 filed Nov. 7, 2023
Prosperity Wealth Management 2022 Q4 filed Sept. 12, 2023
Prosperity Wealth Management 2023 Q1 filed Sept. 12, 2023
Prosperity Wealth Management 2023 Q2 filed Sept. 12, 2023

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