Prosperity Wealth Management
Latest statistics and disclosures from Prosperity Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHX, SCHG, VOO, QQQ, MSFT, and represent 29.71% of Prosperity Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SPHY, TQQQ, SCHG, GS, SCHX, PRF, BAC, PLTR, RFIX, SGOV.
- Started 52 new stock positions in IRMD, POET, CLF, GFF, NEUP, AZN, OPFI, YANG, LASE, STRL.
- Reduced shares in these 10 stocks: QLD (-$11M), QQQ (-$8.0M), VOO (-$7.6M), SSO, AAPL, IWM, JETD, FAZ, CCL, OEF.
- Sold out of its positions in MJ, ALAB, JETD, BIVI, BB, CCL, DDOG, CURE, FAZ, DIS.
- Prosperity Wealth Management was a net seller of stock by $-12M.
- Prosperity Wealth Management has $213M in assets under management (AUM), dropping by -12.47%.
- Central Index Key (CIK): 0001991463
Tip: Access up to 7 years of quarterly data
Positions held by Prosperity Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Prosperity Wealth Management
Prosperity Wealth Management holds 213 positions in its portfolio as reported in the March 2025 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 8.4 | $18M | +7% | 808k | 22.08 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 7.3 | $16M | +17% | 619k | 25.04 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 6.2 | $13M | -36% | 26k | 513.91 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 4.6 | $9.9M | -44% | 21k | 468.91 |
|
| Microsoft Corporation (MSFT) | 3.2 | $6.8M | -6% | 18k | 375.38 |
|
| Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS) | 2.5 | $5.3M | +6% | 107k | 49.36 |
|
| Spdr Ser Tr Portfli High Yld (SPHY) | 2.2 | $4.7M | +920% | 199k | 23.42 |
|
| Amazon (AMZN) | 2.2 | $4.6M | +6% | 24k | 190.26 |
|
| Apple (AAPL) | 2.1 | $4.5M | -22% | 20k | 222.14 |
|
| NVIDIA Corporation (NVDA) | 1.9 | $4.1M | 38k | 108.38 |
|
|
| Proshares Tr Ultrapro Qqq (TQQQ) | 1.7 | $3.6M | +2182% | 63k | 57.30 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 1.5 | $3.3M | +14% | 35k | 92.79 |
|
| Vanguard World Mega Grwth Ind (MGK) | 1.4 | $3.1M | +2% | 9.9k | 308.89 |
|
| Meta Platforms Cl A (META) | 1.2 | $2.5M | +26% | 4.3k | 576.36 |
|
| Procter & Gamble Company (PG) | 1.2 | $2.5M | -2% | 14k | 170.42 |
|
| Draftkings Com Cl A (DKNG) | 1.0 | $2.2M | +7% | 67k | 33.21 |
|
| Targa Res Corp (TRGP) | 1.0 | $2.2M | -3% | 11k | 200.47 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 1.0 | $2.2M | +51% | 22k | 100.67 |
|
| Uber Technologies (UBER) | 0.9 | $1.8M | +6% | 25k | 72.86 |
|
| Eli Lilly & Co. (LLY) | 0.9 | $1.8M | +3% | 2.2k | 825.91 |
|
| Palantir Technologies Cl A (PLTR) | 0.8 | $1.7M | +131% | 21k | 84.40 |
|
| Goldman Sachs (GS) | 0.8 | $1.7M | NEW | 3.2k | 546.29 |
|
| Arista Networks Com Shs (ANET) | 0.8 | $1.7M | +9% | 22k | 77.48 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.8 | $1.7M | -8% | 8.0k | 206.48 |
|
| Nuveen Equity Premium Income Fund (BXMX) | 0.8 | $1.6M | 122k | 13.12 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.7 | $1.6M | -21% | 27k | 58.35 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $1.6M | +20% | 10k | 154.64 |
|
| Wynn Resorts (WYNN) | 0.7 | $1.5M | 18k | 83.50 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.6 | $1.4M | +9% | 2.1k | 662.63 |
|
| Exxon Mobil Corporation (XOM) | 0.6 | $1.4M | -9% | 11k | 118.93 |
|
| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.6 | $1.3M | -66% | 16k | 82.78 |
|
| Strategy Day Hagan Ned (SSUS) | 0.6 | $1.2M | -3% | 29k | 40.71 |
|
| Oscar Health Cl A (OSCR) | 0.5 | $1.1M | +10% | 88k | 13.11 |
|
| Shopify Cl A (SHOP) | 0.5 | $1.1M | +11% | 12k | 95.48 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.5 | $1.1M | -39% | 4.1k | 270.83 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $1.1M | +4% | 2.0k | 562.02 |
|
| PIMCO Corporate Opportunity Fund (PTY) | 0.5 | $1.1M | +5% | 76k | 14.46 |
|
| Schwab Strategic Tr Long Term Us (SCHQ) | 0.5 | $1.1M | +22% | 33k | 32.76 |
|
| Netflix (NFLX) | 0.5 | $1.1M | +35% | 1.1k | 932.53 |
|
| Ark Etf Tr Next Gnrtn Inter (ARKW) | 0.5 | $1.0M | +26% | 11k | 94.67 |
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.5 | $999k | NEW | 25k | 40.41 |
|
| Bank of America Corporation (BAC) | 0.5 | $998k | NEW | 24k | 41.73 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.5 | $978k | 17k | 57.14 |
|
|
| Deckers Outdoor Corporation (DECK) | 0.4 | $957k | +208% | 8.6k | 111.81 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.4 | $954k | 12k | 78.89 |
|
|
| Vistra Energy (VST) | 0.4 | $942k | +170% | 8.0k | 117.44 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.4 | $934k | +3% | 35k | 26.35 |
|
| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.4 | $929k | -6% | 32k | 29.24 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.4 | $921k | +120% | 5.3k | 173.22 |
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.4 | $907k | +339% | 14k | 65.17 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $871k | 2.4k | 361.09 |
|
|
| Ge Aerospace Com New (GE) | 0.4 | $867k | +22% | 4.3k | 200.17 |
|
| Doordash Cl A (DASH) | 0.4 | $855k | 4.7k | 182.77 |
|
|
| Simplify Exchange Traded Fun Volatility Prem (SVOL) | 0.4 | $846k | +94% | 47k | 18.18 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $840k | 3.4k | 245.29 |
|
|
| Simplify Exchange Traded Fun Bond Bull Etf (RFIX) | 0.4 | $823k | NEW | 15k | 53.50 |
|
| Tidal Tr Ii Yieldmax Short (YQQQ) | 0.4 | $811k | -14% | 46k | 17.70 |
|
| Tesla Motors (TSLA) | 0.4 | $792k | +30% | 3.1k | 259.18 |
|
| Intuitive Surgical Com New (ISRG) | 0.4 | $775k | -7% | 1.6k | 495.27 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.4 | $764k | +52% | 11k | 72.20 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $735k | +84% | 1.3k | 559.44 |
|
| O'reilly Automotive (ORLY) | 0.3 | $734k | -2% | 512.00 | 1432.58 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ) | 0.3 | $733k | +3% | 25k | 29.86 |
|
| Proshares Tr Pshs Ultra Qqq (QLD) | 0.3 | $730k | -93% | 8.2k | 88.88 |
|
| J P Morgan Exchange Traded F Betabuilders Us (BBMC) | 0.3 | $725k | +3% | 8.0k | 90.12 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.3 | $700k | NEW | 16k | 43.60 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $678k | -8% | 1.9k | 352.58 |
|
| Emerson Electric (EMR) | 0.3 | $671k | +29% | 6.1k | 109.63 |
|
| The Trade Desk Com Cl A (TTD) | 0.3 | $670k | +199% | 12k | 54.72 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 0.3 | $669k | +21% | 23k | 29.69 |
|
| Sprouts Fmrs Mkt (SFM) | 0.3 | $658k | +4% | 4.3k | 152.64 |
|
| PNC Financial Services (PNC) | 0.3 | $651k | 3.7k | 175.75 |
|
|
| Charles Schwab Corporation (SCHW) | 0.3 | $643k | NEW | 8.2k | 78.28 |
|
| Advanced Micro Devices (AMD) | 0.3 | $635k | +17% | 6.2k | 102.74 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $631k | +2% | 2.3k | 274.89 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.3 | $629k | -4% | 6.2k | 102.17 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.3 | $624k | -40% | 2.9k | 211.44 |
|
| Fs Kkr Capital Corp (FSK) | 0.3 | $614k | +14% | 29k | 20.95 |
|
| salesforce (CRM) | 0.3 | $611k | +14% | 2.3k | 268.36 |
|
| Mesoblast Spons Adr (MESO) | 0.3 | $608k | -47% | 49k | 12.48 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $607k | -2% | 2.0k | 306.81 |
|
| Docusign (DOCU) | 0.3 | $605k | 7.4k | 81.40 |
|
|
| Proshares Tr Bitcoin Etf (BITO) | 0.3 | $598k | 33k | 18.32 |
|
|
| Constellation Energy (CEG) | 0.3 | $592k | +24% | 2.9k | 201.65 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.3 | $583k | 7.8k | 74.72 |
|
|
| Truist Financial Corp equities (TFC) | 0.3 | $577k | 14k | 41.15 |
|
|
| MercadoLibre (MELI) | 0.3 | $566k | +9% | 290.00 | 1950.87 |
|
| Arm Holdings Sponsored Ads (ARM) | 0.3 | $562k | +3% | 5.3k | 106.79 |
|
| Exchange Traded Concepts Tru Range Global Coa (COAL) | 0.3 | $562k | NEW | 33k | 17.29 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.3 | $536k | 5.8k | 91.73 |
|
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.3 | $536k | +85% | 2.5k | 210.94 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $535k | +17% | 3.2k | 166.00 |
|
| Proshares Tr Ultrapro Srt Dow (SDOW) | 0.2 | $522k | NEW | 10k | 52.19 |
|
| Ishares Tr Global 100 Etf (IOO) | 0.2 | $521k | NEW | 5.4k | 96.28 |
|
| Simplify Exchange Traded Fun Aggregate Bond E (AGGH) | 0.2 | $515k | +16% | 24k | 21.15 |
|
| Graniteshares Etf Tr 2x Long Coin Dai (CONL) | 0.2 | $514k | 37k | 13.86 |
|
|
| Raytheon Technologies Corp (RTX) | 0.2 | $513k | 3.9k | 132.46 |
|
|
| Wal-Mart Stores (WMT) | 0.2 | $504k | +5% | 5.7k | 87.79 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $504k | +27% | 1.4k | 370.69 |
|
| Tidal Tr Ii Yieldmax Short (DIPS) | 0.2 | $494k | +10% | 39k | 12.55 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $490k | NEW | 1.0k | 484.82 |
|
| Direxion Shs Etf Tr Daily Ftse China (YANG) | 0.2 | $484k | NEW | 12k | 39.59 |
|
| Cheniere Energy Com New (LNG) | 0.2 | $484k | +13% | 2.1k | 231.40 |
|
| Cyberark Software SHS (CYBR) | 0.2 | $473k | +17% | 1.4k | 338.00 |
|
| Graniteshares Etf Tr 2x Long Nvda Dai (NVDL) | 0.2 | $457k | -32% | 12k | 37.40 |
|
| Axon Enterprise (AXON) | 0.2 | $456k | +6% | 867.00 | 525.95 |
|
| Paypal Holdings (PYPL) | 0.2 | $451k | 6.9k | 65.25 |
|
|
| Eversource Energy (ES) | 0.2 | $450k | +5% | 7.2k | 62.11 |
|
| Broadcom (AVGO) | 0.2 | $449k | +5% | 2.7k | 167.43 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.2 | $438k | -14% | 12k | 37.73 |
|
| Aim Etf Products Trust Allianzim Us Lgr (AUGT) | 0.2 | $437k | -2% | 14k | 30.27 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $421k | 791.00 | 532.58 |
|
|
| International Business Machines (IBM) | 0.2 | $420k | 1.7k | 248.66 |
|
|
| First Tr Exchange-traded Ft Vest S&p 500 (KNG) | 0.2 | $419k | 8.3k | 50.52 |
|
|
| Howmet Aerospace (HWM) | 0.2 | $402k | NEW | 3.1k | 129.73 |
|
| Paycom Software (PAYC) | 0.2 | $400k | -41% | 1.8k | 218.48 |
|
| Global X Fds Defense Tech Etf (SHLD) | 0.2 | $394k | +24% | 8.5k | 46.55 |
|
| Noble Corp Ord Shs A (NE) | 0.2 | $392k | +137% | 17k | 23.70 |
|
| Boeing Company (BA) | 0.2 | $385k | -3% | 2.3k | 170.55 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $381k | +19% | 7.5k | 50.83 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $376k | -2% | 12k | 30.73 |
|
| Roblox Corp Cl A (RBLX) | 0.2 | $373k | 6.4k | 58.29 |
|
|
| Fidelity Covington Trust Enhanced Large (FELC) | 0.2 | $372k | +26% | 12k | 31.19 |
|
| Griffon Corporation (GFF) | 0.2 | $350k | NEW | 4.9k | 71.50 |
|
| Direxion Shs Etf Tr Daily Avgo Bull (AVL) | 0.2 | $350k | NEW | 22k | 16.00 |
|
| Neos Etf Trust Russell 2000 Hig (IWMI) | 0.2 | $350k | NEW | 8.0k | 43.65 |
|
| Iradimed (IRMD) | 0.2 | $346k | NEW | 6.6k | 52.48 |
|
| Tidal Tr Ii Yieldmax Short (FIAT) | 0.2 | $343k | NEW | 36k | 9.52 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $340k | -45% | 12k | 27.96 |
|
| Pure Storage Cl A (PSTG) | 0.2 | $340k | 7.7k | 44.27 |
|
|
| Sentinelone Cl A Call Option (S) | 0.2 | $336k | -12% | 19k | 18.18 |
|
| J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) | 0.2 | $333k | -12% | 6.9k | 47.89 |
|
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.2 | $332k | NEW | 11k | 29.28 |
|
| J P Morgan Exchange Traded F Small & Mid Cap (JMEE) | 0.2 | $328k | +45% | 5.9k | 55.98 |
|
| Palo Alto Networks (PANW) | 0.2 | $323k | -55% | 1.9k | 170.64 |
|
| Axsome Therapeutics (AXSM) | 0.2 | $321k | NEW | 2.8k | 116.63 |
|
| Tractor Supply Company (TSCO) | 0.2 | $320k | NEW | 5.8k | 55.10 |
|
| First Tr Exchange-traded Energy Inm Partn (EIPX) | 0.1 | $318k | -10% | 12k | 26.05 |
|
| Sterling Construction Company (STRL) | 0.1 | $318k | NEW | 2.8k | 113.21 |
|
| Oppfi Com Cl A (OPFI) | 0.1 | $316k | NEW | 34k | 9.30 |
|
| Primoris Services (PRIM) | 0.1 | $316k | NEW | 5.5k | 57.41 |
|
| Chipotle Mexican Grill (CMG) | 0.1 | $306k | NEW | 6.1k | 50.21 |
|
| Dutch Bros Cl A (BROS) | 0.1 | $306k | -48% | 5.0k | 61.74 |
|
| Digitalocean Hldgs (DOCN) | 0.1 | $306k | -3% | 9.2k | 33.39 |
|
| Direxion Shs Etf Tr Daily Sm Cp Bear (TZA) | 0.1 | $305k | -44% | 18k | 17.03 |
|
| Pimco Dynamic Income SHS (PDI) | 0.1 | $304k | 15k | 19.80 |
|
|
| Okta Cl A (OKTA) | 0.1 | $303k | NEW | 2.9k | 105.22 |
|
| Kyndryl Hldgs Common Stock (KD) | 0.1 | $303k | NEW | 9.7k | 31.40 |
|
| Biontech Se Sponsored Ads (BNTX) | 0.1 | $301k | NEW | 3.3k | 91.06 |
|
| Proshares Tr Ii Ultrashrt New (GLL) | 0.1 | $299k | NEW | 24k | 12.67 |
|
| Innodata Com New (INOD) | 0.1 | $297k | +2% | 8.3k | 35.90 |
|
| Guggenheim Strategic Opportu Com Sbi (GOF) | 0.1 | $296k | NEW | 19k | 15.57 |
|
| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.1 | $295k | -13% | 8.8k | 33.50 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $295k | 1.9k | 156.23 |
|
|
| Pimco Etf Tr 25yr+ Zero U S (ZROZ) | 0.1 | $294k | NEW | 4.1k | 71.63 |
|
| Toast Cl A (TOST) | 0.1 | $291k | 8.8k | 33.17 |
|
|
| Centrus Energy Corp Cl A (LEU) | 0.1 | $290k | 4.7k | 62.21 |
|
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $284k | -2% | 5.8k | 48.82 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.1 | $283k | +7% | 2.2k | 128.82 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $281k | -9% | 518.00 | 542.50 |
|
| First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI) | 0.1 | $279k | -10% | 14k | 20.29 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $278k | NEW | 3.8k | 73.50 |
|
| Coreweave Com Cl A | 0.1 | $278k | NEW | 7.5k | 37.08 |
|
| Coupang Cl A (CPNG) | 0.1 | $274k | NEW | 13k | 21.93 |
|
| D.R. Horton (DHI) | 0.1 | $261k | NEW | 2.1k | 127.13 |
|
| Celestica (CLS) | 0.1 | $261k | +16% | 3.3k | 78.81 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.1 | $260k | -2% | 2.7k | 96.46 |
|
| Sezzle (SEZL) | 0.1 | $260k | +555% | 7.4k | 34.89 |
|
| Virtus Etf Tr Ii Seix Sr Ln Etf (SEIX) | 0.1 | $259k | 11k | 23.61 |
|
|
| Ishares Tr Agency Bond Etf (AGZ) | 0.1 | $259k | -2% | 2.4k | 109.42 |
|
| Visa Com Cl A (V) | 0.1 | $255k | 728.00 | 350.46 |
|
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.1 | $255k | +29% | 7.4k | 34.25 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $250k | 3.8k | 65.76 |
|
|
| Cleveland-cliffs (CLF) | 0.1 | $250k | NEW | 30k | 8.22 |
|
| Amplify Etf Tr Amplify Cybersec (HACK) | 0.1 | $249k | -3% | 3.5k | 71.79 |
|
| Moody's Corporation (MCO) | 0.1 | $248k | 533.00 | 465.69 |
|
|
| Target Corporation (TGT) | 0.1 | $243k | NEW | 2.3k | 104.36 |
|
| Curtiss-Wright (CW) | 0.1 | $242k | 763.00 | 317.27 |
|
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.1 | $240k | -16% | 716.00 | 334.69 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.1 | $237k | NEW | 3.6k | 66.34 |
|
| Global X Fds Artificial Etf (AIQ) | 0.1 | $234k | -3% | 6.4k | 36.38 |
|
| Realty Income (O) | 0.1 | $231k | 4.0k | 58.01 |
|
|
| Vanguard World Mega Cap Index (MGC) | 0.1 | $229k | +5% | 1.1k | 201.38 |
|
| Spdr Ser Tr Nyse Tech Etf (XNTK) | 0.1 | $228k | 1.2k | 191.87 |
|
|
| D-wave Quantum (QBTS) | 0.1 | $224k | -45% | 30k | 7.60 |
|
| Ishares Tr Residential Mult (REZ) | 0.1 | $224k | NEW | 2.6k | 86.42 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $221k | 1.2k | 188.10 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $219k | NEW | 1.9k | 115.95 |
|
| RBB Us Treas 3 Mnth (TBIL) | 0.1 | $218k | NEW | 4.4k | 50.01 |
|
| Home Depot (HD) | 0.1 | $216k | 590.00 | 366.23 |
|
|
| Simplify Exchange Traded Fun Health Care Etf (PINK) | 0.1 | $209k | 7.1k | 29.31 |
|
|
| Tempus Ai Cl A (TEM) | 0.1 | $204k | NEW | 4.2k | 48.24 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $204k | -11% | 1.0k | 202.03 |
|
| Doximity Cl A (DOCS) | 0.1 | $203k | -34% | 3.5k | 58.03 |
|
| Cohen & Steers infrastucture Fund (UTF) | 0.1 | $201k | NEW | 7.8k | 25.55 |
|
| Vaneck Etf Trust Oil Services Etf (OIH) | 0.1 | $200k | -9% | 764.00 | 262.12 |
|
| Braze Com Cl A (BRZE) | 0.1 | $200k | NEW | 5.5k | 36.08 |
|
| Archer Aviation Com Cl A (ACHR) | 0.1 | $170k | -26% | 24k | 7.11 |
|
| Intellia Therapeutics (NTLA) | 0.1 | $169k | NEW | 24k | 7.11 |
|
| PIMCO Corporate Income Fund (PCN) | 0.1 | $168k | NEW | 12k | 13.65 |
|
| Upwork (UPWK) | 0.1 | $166k | NEW | 13k | 13.05 |
|
| Fiscalnote Holdings Com Cl A (NOTE) | 0.1 | $164k | NEW | 203k | 0.81 |
|
| Microvision Inc Del Com New (MVIS) | 0.1 | $164k | +70% | 132k | 1.24 |
|
| Neuphoria Therapeutics (NEUP) | 0.1 | $157k | NEW | 27k | 5.76 |
|
| Poet Technologies Com New (POET) | 0.1 | $138k | NEW | 36k | 3.78 |
|
| Laser Photonics Corp (LASE) | 0.1 | $131k | NEW | 43k | 3.07 |
|
| Sofi Technologies (SOFI) | 0.1 | $131k | -46% | 11k | 11.63 |
|
| Applied Digital Corp Com New (APLD) | 0.1 | $108k | NEW | 19k | 5.62 |
|
| Coya Therapeutics Common Stock (COYA) | 0.0 | $104k | NEW | 16k | 6.47 |
|
| Recursion Pharmaceuticals In Cl A (RXRX) | 0.0 | $99k | -50% | 19k | 5.29 |
|
| Anixa Biosciences (ANIX) | 0.0 | $98k | +48% | 34k | 2.86 |
|
| Vistagen Therapeutics Ord (VTGN) | 0.0 | $69k | -5% | 28k | 2.50 |
|
| Adaptimmune Therapeutics Sponds Adr (ADAP) | 0.0 | $3.9k | -9% | 20k | 0.20 |
|
Past Filings by Prosperity Wealth Management
SEC 13F filings are viewable for Prosperity Wealth Management going back to 2023
- Prosperity Wealth Management 2025 Q1 filed April 18, 2025
- Prosperity Wealth Management 2024 Q4 filed Feb. 7, 2025
- 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