Prosperity Wealth Management

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

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Prosperity Wealth Management

Prosperity Wealth Management holds 251 positions in its portfolio as reported in the December 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) 8.7 $26M +6% 971k 26.91
 View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 8.1 $25M +3% 750k 32.62
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 5.0 $15M 24k 627.13
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.1 $12M +3% 20k 614.31
 View chart
Microsoft Corporation (MSFT) 2.7 $8.0M -4% 17k 483.62
 View chart
NVIDIA Corporation (NVDA) 2.5 $7.5M 41k 186.50
 View chart
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS) 2.3 $7.0M -4% 123k 57.16
 View chart
Amazon (AMZN) 1.9 $5.8M +6% 25k 230.82
 View chart
Spdr Series Trust State Street Spd (SPHY) 1.8 $5.3M -3% 224k 23.67
 View chart
Apple (AAPL) 1.6 $4.9M 18k 271.87
 View chart
Palantir Technologies Cl A (PLTR) 1.6 $4.9M +4% 28k 177.75
 View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 1.5 $4.4M +4% 36k 121.75
 View chart
Alphabet Cap Stk Cl A (GOOGL) 1.2 $3.7M +9% 12k 312.99
 View chart
Eli Lilly & Co. (LLY) 1.2 $3.6M +34% 3.3k 1074.68
 View chart
Vanguard World Mega Grwth Ind (MGK) 1.1 $3.3M +3% 8.0k 412.76
 View chart
Schwab Strategic Tr Fundamental Us L (FNDX) 1.0 $3.1M +41% 114k 27.21
 View chart
Meta Platforms Cl A (META) 0.9 $2.8M +6% 4.2k 660.09
 View chart
Proshares Tr Ultrpro S&p500 (UPRO) 0.9 $2.8M 24k 115.76
 View chart
Goldman Sachs (GS) 0.9 $2.6M -7% 3.0k 879.00
 View chart
Draftkings Com Cl A (DKNG) 0.8 $2.5M +4% 72k 34.46
 View chart
Arista Networks Com Shs (ANET) 0.8 $2.5M -17% 19k 131.03
 View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.8 $2.4M +36% 36k 68.36
 View chart
Nomura Etf Tr Focused Large Gr (LRGG) 0.8 $2.3M -14% 77k 29.60
 View chart
Targa Res Corp (TRGP) 0.7 $2.2M +9% 12k 184.50
 View chart
Uber Technologies (UBER) 0.7 $2.1M 26k 81.71
 View chart
Tesla Motors (TSLA) 0.7 $2.0M +5% 4.5k 449.75
 View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.7 $2.0M +97% 11k 191.56
 View chart
Proshares Tr Ultrapro Qqq (TQQQ) 0.7 $2.0M +88% 38k 52.72
 View chart
Nuveen Equity Premium Income Fund (BXMX) 0.6 $1.9M 126k 14.70
 View chart
Ark Etf Tr Innovation Etf (ARKK) 0.6 $1.9M NEW 24k 76.92
 View chart
Broadcom (AVGO) 0.6 $1.8M -2% 5.1k 346.10
 View chart
Wynn Resorts (WYNN) 0.6 $1.8M +11% 15k 120.33
 View chart
Asml Holding N V N Y Registry Shs (ASML) 0.6 $1.7M +30% 1.6k 1069.86
 View chart
Ishares Tr Core S&p500 Etf (IVV) 0.6 $1.7M +4% 2.5k 684.82
 View chart
Ge Aerospace Com New (GE) 0.5 $1.6M +3% 5.3k 308.05
 View chart
Micron Technology (MU) 0.5 $1.6M -42% 5.5k 285.41
 View chart
Vertiv Holdings Com Cl A (VRT) 0.5 $1.5M +5% 9.6k 162.01
 View chart
International Business Machines (IBM) 0.5 $1.5M +22% 4.9k 296.21
 View chart
Exxon Mobil Corporation (XOM) 0.5 $1.4M -3% 11k 120.34
 View chart
Tidal Trust Ii Yieldmax Short (YQQQ) 0.4 $1.3M +3% 111k 12.15
 View chart
Vaneck Etf Trust Semiconductr Etf (SMH) 0.4 $1.3M +21% 3.7k 360.12
 View chart
Shopify Cl A Sub Vtg Shs (SHOP) 0.4 $1.3M -42% 8.2k 160.97
 View chart
Vistra Energy (VST) 0.4 $1.3M +21% 8.1k 161.33
 View chart
Neos Etf Trust Enhanced Income (TLTI) 0.4 $1.3M +8% 28k 46.07
 View chart
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.4 $1.3M -24% 13k 100.38
 View chart
Crowdstrike Hldgs Cl A (CRWD) 0.4 $1.3M -20% 2.7k 468.76
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $1.3M +77% 20k 62.47
 View chart
Simplify Exchange Traded Fun Aggregate Bond E (AGGH) 0.4 $1.3M 60k 20.70
 View chart
Wal-Mart Stores (WMT) 0.4 $1.2M +88% 11k 111.41
 View chart
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $1.2M 2.5k 473.30
 View chart
Nomura Etf Tr Focused Emerging (EMEQ) 0.4 $1.1M +9% 28k 40.20
 View chart
Constellation Energy (CEG) 0.4 $1.1M 3.0k 353.23
 View chart
Simplify Exchange Traded Fun Bond Bull Etf (RFIX) 0.4 $1.1M +11% 30k 36.29
 View chart
Mongodb Cl A (MDB) 0.4 $1.1M +13% 2.6k 419.69
 View chart
JPMorgan Chase & Co. (JPM) 0.4 $1.1M 3.3k 322.21
 View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.3 $1.0M NEW 3.4k 303.89
 View chart
Doordash Cl A (DASH) 0.3 $1.0M -2% 4.6k 226.48
 View chart
Celestica (CLS) 0.3 $1.0M 3.5k 295.61
 View chart
PNC Financial Services (PNC) 0.3 $1.0M 4.9k 208.71
 View chart
Select Sector Spdr Tr State Street Tec (XLK) 0.3 $1.0M +114% 7.0k 143.97
 View chart
Vanguard Index Fds Growth Etf (VUG) 0.3 $1.0M +16% 2.1k 487.79
 View chart
Marvell Technology (MRVL) 0.3 $997k NEW 12k 84.98
 View chart
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.3 $995k -9% 17k 57.24
 View chart
Direxion Shs Etf Tr Daily Googl Br1x (GGLS) 0.3 $992k NEW 146k 6.78
 View chart
Coherent Corp (COHR) 0.3 $986k NEW 5.3k 184.57
 View chart
Ishares Tr Intl Sel Div Etf (IDV) 0.3 $986k -9% 25k 39.45
 View chart
Deckers Outdoor Corporation (DECK) 0.3 $959k +20% 9.3k 103.67
 View chart
Comfort Systems USA (FIX) 0.3 $957k NEW 1.0k 933.29
 View chart
Arthur J. Gallagher & Co. (AJG) 0.3 $954k +217% 3.7k 258.79
 View chart
PIMCO Corporate Opportunity Fund (PTY) 0.3 $950k -23% 74k 12.90
 View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $949k +7% 1.4k 682.12
 View chart
Spdr Series Trust State Street Spd (SPTS) 0.3 $942k -27% 32k 29.28
 View chart
Rocket Lab Corp (RKLB) 0.3 $940k 14k 69.76
 View chart
Proshares Tr Pshs Ultra Qqq (QLD) 0.3 $934k +99% 13k 70.41
 View chart
Nextera Energy (NEE) 0.3 $924k NEW 12k 80.28
 View chart
Mesoblast Spons Adr (MESO) 0.3 $918k 51k 18.04
 View chart
Netflix (NFLX) 0.3 $913k +1003% 9.7k 93.76
 View chart
Global X Fds Defense Tech Etf (SHLD) 0.3 $908k +2% 14k 64.79
 View chart
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $902k -74% 6.6k 136.94
 View chart
Kaiser Aluminum Corp Com Par $0.01 (KALU) 0.3 $884k NEW 7.7k 114.86
 View chart
Ge Healthcare Technologies I Common Stock (GEHC) 0.3 $877k NEW 11k 82.02
 View chart
salesforce (CRM) 0.3 $876k NEW 3.3k 264.91
 View chart
Sterling Construction Company (STRL) 0.3 $874k +3% 2.9k 306.23
 View chart
Arm Holdings Sponsored Ads (ARM) 0.3 $856k NEW 7.8k 109.31
 View chart
Proshares Tr Pshs Ult S&p 500 (SSO) 0.3 $848k +99% 15k 57.92
 View chart
Axon Enterprise (AXON) 0.3 $822k +33% 1.4k 567.93
 View chart
Ishares Tr S&p 100 Etf (OEF) 0.3 $819k -7% 2.4k 342.97
 View chart
Emerson Electric (EMR) 0.3 $818k 6.2k 132.72
 View chart
Graniteshares Etf Tr Graniteshares 2x (AMZZ) 0.3 $801k 25k 31.47
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $766k 2.3k 335.22
 View chart
Astera Labs (ALAB) 0.3 $754k +5% 4.5k 166.36
 View chart
MercadoLibre (MELI) 0.2 $747k NEW 371.00 2014.26
 View chart
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.2 $730k +4% 2.6k 276.96
 View chart
Alphabet Cap Stk Cl C (GOOG) 0.2 $729k +11% 2.3k 313.80
 View chart
Charles Schwab Corporation (SCHW) 0.2 $727k +9% 7.3k 99.91
 View chart
Raytheon Technologies Corp (RTX) 0.2 $714k 3.9k 183.40
 View chart
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.2 $713k +79% 16k 44.47
 View chart
Truist Financial Corp equities (TFC) 0.2 $691k 14k 49.21
 View chart
O'reilly Automotive (ORLY) 0.2 $675k 7.4k 91.21
 View chart
Robinhood Mkts Com Cl A (HOOD) 0.2 $667k +4% 5.9k 113.10
 View chart
Intuitive Surgical Com New (ISRG) 0.2 $664k NEW 1.2k 566.36
 View chart
Lo (LOCO) 0.2 $656k NEW 63k 10.46
 View chart
Neos Etf Trust Real Estate High (IYRI) 0.2 $641k +11% 13k 48.60
 View chart
Graniteshares Etf Tr 2x Long Pltr (PTIR) 0.2 $629k NEW 24k 26.73
 View chart
Ishares Tr Global 100 Etf (IOO) 0.2 $619k -3% 4.9k 126.67
 View chart
On Hldg Namen Akt A (ONON) 0.2 $609k NEW 13k 46.48
 View chart
Microvision Inc Del Com New (MVIS) 0.2 $604k -4% 730k 0.83
 View chart
Illumina (ILMN) 0.2 $593k NEW 4.5k 131.16
 View chart
Transmedics Group (TMDX) 0.2 $592k NEW 4.9k 121.65
 View chart
Karooooo Ord Shs (KARO) 0.2 $592k +66% 13k 45.50
 View chart
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK) 0.2 $564k -14% 24k 23.71
 View chart
Amer Sports Com Shs (AS) 0.2 $564k NEW 15k 37.35
 View chart
Flex Ord (FLEX) 0.2 $562k NEW 9.3k 60.42
 View chart
Cloudflare Cl A Com (NET) 0.2 $561k NEW 2.8k 197.15
 View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $560k 7.8k 71.42
 View chart
Innodata Com New (INOD) 0.2 $552k +3% 11k 50.95
 View chart
Fiverr Intl Ord Shs (FVRR) 0.2 $547k NEW 28k 19.76
 View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $544k +82% 3.9k 141.05
 View chart
Direxion Shs Etf Tr Daily Mu Bear (MUD) 0.2 $534k NEW 91k 5.84
 View chart
Grayscale Coindesk Crypto Usd Shs (GDLC) 0.2 $533k NEW 13k 41.32
 View chart
Servicenow (NOW) 0.2 $531k +403% 3.5k 153.19
 View chart
Sofi Technologies (SOFI) 0.2 $521k +4% 20k 26.18
 View chart
Aim Etf Products Trust Allianzim Us Lgr (AUGT) 0.2 $514k 14k 35.64
 View chart
Dutch Bros Cl A (BROS) 0.2 $511k +27% 8.4k 61.22
 View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 0.2 $511k -2% 22k 22.97
 View chart
Ge Vernova (GEV) 0.2 $510k +63% 780.00 653.57
 View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.2 $508k +89% 30k 16.92
 View chart
Proshares Tr Ultrapro Srt Dow (SDOW) 0.2 $506k NEW 16k 31.95
 View chart
Simplify Exchange Traded Fun Barrier Income (SBAR) 0.2 $506k NEW 19k 26.16
 View chart
Toast Cl A (TOST) 0.2 $504k +18% 14k 35.51
 View chart
Five9 (FIVN) 0.2 $501k NEW 25k 20.05
 View chart
Tidal Trust Ii Yieldmax Short T 0.2 $500k NEW 19k 25.89
 View chart
Eversource Energy (ES) 0.2 $497k 7.4k 67.33
 View chart
Wells Fargo & Company (WFC) 0.2 $493k NEW 5.3k 93.20
 View chart
Figure Technology Solutio Com Cl A (FIGR) 0.2 $486k NEW 12k 40.84
 View chart
Nxp Semiconductors N V (NXPI) 0.2 $478k NEW 2.2k 217.06
 View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.2 $478k +86% 9.6k 49.65
 View chart
Spdr Series Trust State Street Spd (SPBO) 0.2 $477k -3% 16k 29.34
 View chart
Pure Storage Cl A (PSTG) 0.2 $471k NEW 7.0k 67.01
 View chart
Ishares Tr Rus 1000 Etf (IWB) 0.2 $468k -4% 1.3k 373.51
 View chart
Docusign (DOCU) 0.2 $468k +26% 6.8k 68.40
 View chart
Corning Incorporated (GLW) 0.2 $467k NEW 5.3k 87.56
 View chart
Fidelity Covington Trust Enhanced Large (FELC) 0.2 $467k 12k 38.17
 View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.2 $467k +99% 14k 34.65
 View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.2 $464k +74% 12k 40.23
 View chart
Proshares Tr Short S&p 500 Ne (SH) 0.2 $461k NEW 13k 36.03
 View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) 0.2 $458k NEW 2.2k 205.60
 View chart
RBB Us Treas 3 Mnth (TBIL) 0.2 $453k 9.1k 49.88
 View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 0.1 $450k +4% 9.2k 48.70
 View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG) 0.1 $449k -25% 9.1k 49.15
 View chart
Cameco Corporation (CCJ) 0.1 $445k NEW 4.9k 91.49
 View chart
Sezzle (SEZL) 0.1 $443k NEW 7.0k 63.48
 View chart
Graniteshares Etf Tr 2x Long Aapl Dai (AAPB) 0.1 $440k NEW 14k 32.06
 View chart
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $439k +9% 16k 27.43
 View chart
Pimco Dynamic Income SHS (PDI) 0.1 $439k +31% 25k 17.71
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $436k +6% 867.00 502.65
 View chart
Guggenheim Strategic Opportu Com Sbi (GOF) 0.1 $430k +53% 33k 12.88
 View chart
Curtiss-Wright (CW) 0.1 $421k 763.00 551.27
 View chart
Uipath Cl A (PATH) 0.1 $420k +7% 26k 16.39
 View chart
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $419k -3% 6.3k 66.00
 View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ) 0.1 $416k -16% 12k 35.84
 View chart
Fs Kkr Capital Corp (FSK) 0.1 $415k -41% 28k 14.81
 View chart
Invesco Exch Trd Slf Idx Bulletshares 203 (BSCY) 0.1 $405k +44% 19k 21.02
 View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $398k +76% 4.0k 100.34
 View chart
Annaly Capital Management In Com New (NLY) 0.1 $397k +23% 18k 22.36
 View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.1 $383k -16% 11k 34.26
 View chart
Applied Digital Corp Com New (APLD) 0.1 $383k -42% 16k 24.52
 View chart
Direxion Shs Etf Tr Dly Aapl Bear 1x (AAPD) 0.1 $382k NEW 29k 13.11
 View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $376k +92% 5.3k 71.46
 View chart
American Centy Etf Tr Us Quality Grow (QGRO) 0.1 $376k +37% 3.3k 114.52
 View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE) 0.1 $376k +5% 5.8k 64.38
 View chart
Palo Alto Networks (PANW) 0.1 $375k 2.0k 184.20
 View chart
Advanced Micro Devices (AMD) 0.1 $373k +8% 1.7k 214.16
 View chart
Allot SHS (ALLT) 0.1 $357k +37% 36k 9.83
 View chart
Gitlab Class A Com (GTLB) 0.1 $357k NEW 9.5k 37.53
 View chart
Vanguard World Mega Cap Index (MGC) 0.1 $354k +13% 1.4k 251.17
 View chart
D-wave Quantum (QBTS) 0.1 $353k -43% 14k 26.15
 View chart
Graniteshares Etf Tr 2x Long Coin Dai (CONL) 0.1 $352k -11% 24k 14.65
 View chart
Proshares Tr Ultrashort Russe (TWM) 0.1 $351k NEW 11k 32.00
 View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) 0.1 $347k +92% 21k 16.70
 View chart
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $344k 4.3k 80.63
 View chart
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $340k 6.9k 49.46
 View chart
Proshares Tr Ultrapro Short (SQQQ) 0.1 $332k NEW 4.9k 68.50
 View chart
Procter & Gamble Company (PG) 0.1 $327k -83% 2.3k 143.29
 View chart
Snowflake Com Shs (SNOW) 0.1 $324k NEW 1.5k 219.36
 View chart
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $323k 3.1k 104.07
 View chart
Vanguard World Mega Cap Val Etf (MGV) 0.1 $321k +5% 2.3k 141.18
 View chart
Ionq Inc Pipe (IONQ) 0.1 $310k -17% 6.9k 44.87
 View chart
Spdr Series Trust State Street Spd (SPYM) 0.1 $308k 3.8k 80.22
 View chart
Calamos Etf Tr Cef Income & Arb (CCEF) 0.1 $308k 11k 28.82
 View chart
Innovator Etfs Trust Ibd 50 Etf (FFTY) 0.1 $306k -48% 8.8k 34.81
 View chart
Aurora Innovation Class A Com (AUR) 0.1 $299k NEW 78k 3.84
 View chart
Oscar Health Cl A (OSCR) 0.1 $297k -33% 21k 14.37
 View chart
Proshares Tr Bitcoin Etf (BITO) 0.1 $291k 24k 12.16
 View chart
Calamos Etf Tr Nasdaq Equity (CANQ) 0.1 $290k -3% 9.7k 29.77
 View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.1 $284k NEW 4.8k 59.28
 View chart
Wisdomtree Tr Itl High Div Fd (DTH) 0.1 $281k -5% 5.4k 51.60
 View chart
Ishares Tr 20+ Year Tr Bd (TLTW) 0.1 $280k NEW 12k 22.67
 View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $278k +4% 11k 26.23
 View chart
Grayscale Ethereum Trust Etf SHS (ETHE) 0.1 $275k +38% 11k 24.37
 View chart
Cbre Clarion Global Real Estat re (IGR) 0.1 $274k NEW 63k 4.38
 View chart
Global X Fds Msci Supdiv Ea (EFAS) 0.1 $274k 14k 19.41
 View chart
Moody's Corporation (MCO) 0.1 $273k 535.00 510.85
 View chart
Kraft Heinz (KHC) 0.1 $272k NEW 11k 24.25
 View chart
Capital Group Core Balanced SHS (CGBL) 0.1 $260k NEW 7.4k 35.33
 View chart
Global X Fds Us Infr Dev Etf (PAVE) 0.1 $252k 5.3k 47.79
 View chart
Kraneshares Trust Kweb Coverd Call (KLIP) 0.1 $250k NEW 8.3k 30.00
 View chart
Visa Com Cl A (V) 0.1 $250k 713.00 350.71
 View chart
Lam Research Corp Com New (LRCX) 0.1 $250k NEW 1.5k 171.18
 View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $248k -2% 3.3k 75.05
 View chart
Johnson & Johnson (JNJ) 0.1 $247k +4% 1.2k 207.00
 View chart
Amplify Etf Tr Bitcoin 2 Percnt (BITY) 0.1 $246k NEW 6.3k 39.18
 View chart
Ishares Tr Residential Mult (REZ) 0.1 $245k +3% 3.0k 82.63
 View chart
Fmc Corp Com New (FMC) 0.1 $245k NEW 18k 13.87
 View chart
First Tr Exchange-traded Common Shs (FDD) 0.1 $245k -3% 14k 17.50
 View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.1 $241k +13% 2.6k 91.45
 View chart
First Tr Exchange Traded Rba Indl Etf (AIRR) 0.1 $235k NEW 2.4k 98.32
 View chart
Boeing Company (BA) 0.1 $234k 1.1k 217.12
 View chart
Global X Fds Artificial Etf (AIQ) 0.1 $233k -6% 4.6k 50.85
 View chart
Vanguard Index Fds Value Etf (VTV) 0.1 $232k +9% 1.2k 190.99
 View chart
Select Sector Spdr Tr State Street Fin (XLF) 0.1 $232k NEW 4.2k 54.78
 View chart
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.1 $232k -15% 6.1k 38.32
 View chart
Merck & Co (MRK) 0.1 $229k NEW 2.2k 105.28
 View chart
Abbvie (ABBV) 0.1 $225k 983.00 228.49
 View chart
Realty Income (O) 0.1 $224k 4.0k 56.37
 View chart
Spdr Series Trust State Street Spd (XNTK) 0.1 $223k -8% 804.00 277.88
 View chart
Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $222k 2.5k 88.07
 View chart
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $222k NEW 1.0k 219.88
 View chart
Applovin Corp Com Cl A (APP) 0.1 $219k -87% 325.00 673.82
 View chart
Marriott Intl Cl A (MAR) 0.1 $217k NEW 700.00 310.24
 View chart
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $216k 861.00 250.26
 View chart
Walt Disney Company (DIS) 0.1 $215k -5% 1.9k 113.75
 View chart
Carpenter Technology Corporation (CRS) 0.1 $214k NEW 681.00 314.84
 View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $213k NEW 7.2k 29.61
 View chart
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $213k 1.7k 123.26
 View chart
Spdr Series Trust State Street Spd (XHB) 0.1 $211k -9% 2.1k 102.96
 View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID) 0.1 $211k NEW 1.4k 153.02
 View chart
Select Sector Spdr Tr State Street Hea (XLV) 0.1 $209k NEW 1.4k 154.80
 View chart
Ishares Tr U.s. Tech Etf (IYW) 0.1 $209k 1.0k 199.68
 View chart
Spdr Series Trust State Street Spd (BIL) 0.1 $208k -33% 2.3k 91.38
 View chart
Wendy's/arby's Group (WEN) 0.1 $207k NEW 25k 8.33
 View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.1 $203k NEW 2.9k 69.47
 View chart
Home Depot (HD) 0.1 $203k 590.00 343.90
 View chart
Whirlpool Corporation (WHR) 0.1 $203k NEW 2.8k 72.14
 View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.1 $201k NEW 1.3k 156.66
 View chart
Spdr Gold Tr Gold Shs (GLD) 0.1 $200k NEW 505.00 396.31
 View chart
PIMCO Corporate Income Fund (PCN) 0.1 $196k -8% 15k 12.76
 View chart
Venture Global Com Cl A (VG) 0.1 $152k +67% 22k 6.82
 View chart
Graniteshares Etf Tr 2x Long Smci Dai (SMCL) 0.0 $94k NEW 21k 4.52
 View chart
Rezolve Ai Ord Shs (RZLV) 0.0 $63k NEW 25k 2.57
 View chart
Greenlane Hldgs Cl A New (GNLN) 0.0 $26k NEW 17k 1.57
 View chart

Past Filings by Prosperity Wealth Management

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