Prosperity Wealth Management

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

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Positions held by Prosperity Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Prosperity Wealth Management

Prosperity Wealth Management holds 151 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 14.4 $30M +395% 62k 480.70
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Invesco Qqq Tr Unit Ser 1 (QQQ) 12.3 $25M +789% 57k 444.01
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 7.7 $16M +8% 257k 62.06
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Proshares Tr Ultrapro Qqq (TQQQ) 6.5 $14M -62% 219k 61.56
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 4.6 $9.4M 102k 92.72
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Microsoft Corporation (MSFT) 3.8 $7.9M +5% 19k 420.72
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Apple (AAPL) 2.1 $4.4M +9% 26k 171.48
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Proshares Tr Ultrpro S&p500 (UPRO) 1.9 $3.9M -57% 56k 70.55
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Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS) 1.8 $3.8M +9% 80k 47.46
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Amazon (AMZN) 1.7 $3.5M +20% 20k 180.38
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Ishares Tr 0-3 Mnth Treasry (SGOV) 1.7 $3.5M -3% 35k 100.71
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Strategy Day Hagan Ned (SSUS) 1.6 $3.3M -4% 86k 38.45
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Procter & Gamble Company (PG) 1.2 $2.4M 15k 162.25
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NVIDIA Corporation (NVDA) 1.2 $2.4M +41% 2.6k 903.56
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Select Sector Spdr Tr Technology (XLK) 1.0 $2.2M +3% 10k 208.27
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Celsius Hldgs Com New (CELH) 1.0 $2.0M NEW 25k 82.92
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Wynn Resorts (WYNN) 1.0 $2.0M -7% 20k 102.23
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.9 $1.9M 33k 57.86
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.9 $1.8M +307% 21k 86.67
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Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH) 0.8 $1.6M -11% 67k 24.40
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Ishares Tr Core S&p Mcp Etf (IJH) 0.8 $1.6M +2199% 26k 60.74
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Ark Etf Tr Next Gnrtn Inter (ARKW) 0.8 $1.6M +11% 19k 83.30
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Nuveen Equity Premium Income Fund (BXMX) 0.7 $1.5M +3% 116k 13.23
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Pacer Fds Tr Cash Cows Etf (HERD) 0.7 $1.5M +6% 39k 39.29
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Proshares Tr Ultrashrt S&p500 (SDS) 0.7 $1.5M NEW 60k 24.86
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Exxon Mobil Corporation (XOM) 0.7 $1.5M +5% 13k 116.24
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Targa Res Corp (TRGP) 0.7 $1.4M NEW 13k 111.99
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Vanguard World Mega Grwth Ind (MGK) 0.7 $1.4M +78% 4.9k 286.61
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Crowdstrike Hldgs Cl A (CRWD) 0.6 $1.3M +20% 4.2k 320.59
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.6 $1.2M -39% 24k 49.24
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Ark Etf Tr Genomic Rev Etf (ARKG) 0.6 $1.2M NEW 41k 28.76
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Proshares Tr Bitcoin Strate (BITO) 0.5 $1.1M NEW 35k 32.30
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Direxion Shs Etf Tr Daily S&p 500 Hi (HIBS) 0.5 $1.1M +74% 49k 22.03
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.5 $1.0M -19% 21k 50.45
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Ishares Tr Core S&p500 Etf (IVV) 0.5 $945k +30% 1.8k 525.85
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Direxion Shs Etf Tr Daily Sm Cp Bear (TZA) 0.5 $931k NEW 55k 16.79
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Alphabet Cap Stk Cl A (GOOGL) 0.4 $923k +56% 6.1k 150.93
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Meta Platforms Cl A (META) 0.4 $911k +171% 1.9k 485.58
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Arista Networks (ANET) 0.4 $896k +53% 3.1k 289.98
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Novo-nordisk A S Adr (NVO) 0.4 $829k NEW 6.5k 128.40
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Spdr Gold Tr Gold Shs (GLD) 0.4 $814k +67% 4.0k 205.72
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O'reilly Automotive (ORLY) 0.4 $804k +27% 712.00 1128.88
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Simplify Exchange Traded Fun Aggregate Bond E (AGGH) 0.4 $781k +18% 37k 21.43
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Elf Beauty (ELF) 0.4 $774k NEW 4.0k 196.03
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Super Micro Computer (SMCI) 0.4 $772k NEW 764.00 1010.03
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Asml Holding N V N Y Registry Shs (ASML) 0.4 $757k NEW 780.00 970.47
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Deckers Outdoor Corporation (DECK) 0.4 $734k NEW 780.00 941.26
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Arch Cap Group Ord (ACGL) 0.4 $729k NEW 7.9k 92.44
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Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.3 $715k +43% 25k 28.92
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Palo Alto Networks (PANW) 0.3 $685k NEW 2.4k 284.13
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JPMorgan Chase & Co. (JPM) 0.3 $679k +30% 3.4k 200.30
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.3 $665k 6.6k 101.41
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Barclays Bank Ipth Sr B S&p (VXX) 0.3 $635k NEW 49k 12.97
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Pimco Etf Tr Multisector Bd (PYLD) 0.3 $628k +11% 24k 25.76
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Mongodb Cl A (MDB) 0.3 $601k +231% 1.7k 358.64
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Devon Energy Corporation (DVN) 0.3 $594k -3% 12k 50.18
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.3 $590k -14% 9.0k 65.87
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Arthur J. Gallagher & Co. (AJG) 0.3 $583k NEW 2.3k 250.04
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Oscar Health Cl A (OSCR) 0.3 $556k NEW 37k 14.87
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.3 $556k NEW 7.2k 77.73
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.3 $541k +11% 5.9k 91.80
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Fortinet (FTNT) 0.3 $533k NEW 7.8k 68.31
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Netflix (NFLX) 0.3 $529k NEW 871.00 607.33
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Pacer Fds Tr Us Sm Cap Cash (CAFG) 0.3 $528k +27% 22k 24.07
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Nice Sponsored Adr (NICE) 0.3 $525k NEW 2.0k 260.62
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Airbnb Com Cl A (ABNB) 0.3 $520k +82% 3.2k 164.96
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Eli Lilly & Co. (LLY) 0.2 $505k +44% 649.00 777.96
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First Tr Exchng Traded Fd Vi Ft Vest Fd Of Ns (BUFQ) 0.2 $505k +52% 18k 28.33
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $497k 6.2k 80.63
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $492k +18% 2.9k 169.37
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Servicenow (NOW) 0.2 $490k -23% 642.00 762.40
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J P Morgan Exchange Traded F Betabuilders Us (BBMC) 0.2 $489k NEW 5.3k 92.45
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Aim Etf Products Trust Allianzim Us Lgr (AUGT) 0.2 $487k 17k 27.97
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $486k -53% 929.00 523.04
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Arm Holdings Sponsored Adr (ARM) 0.2 $479k +4% 3.8k 124.99
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Constellation Energy (CEG) 0.2 $476k NEW 2.6k 184.82
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Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $464k 1.8k 259.84
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $463k +64% 2.1k 224.96
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Global X Fds Cybrscurty Etf (BUG) 0.2 $459k -44% 15k 29.75
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Block Cl A (SQ) 0.2 $457k +10% 5.4k 84.58
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Uipath Cl A (PATH) 0.2 $457k -13% 20k 22.67
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Nextracker Class A Com (NXT) 0.2 $456k NEW 8.1k 56.27
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Tesla Motors (TSLA) 0.2 $417k +123% 2.4k 175.81
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PIMCO Corporate Opportunity Fund (PTY) 0.2 $400k +52% 27k 14.87
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Eversource Energy (ES) 0.2 $399k 6.7k 59.77
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Cyberark Software SHS (CYBR) 0.2 $395k NEW 1.5k 265.63
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $390k NEW 1.2k 337.05
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Mesoblast Spons Adr (MESO) 0.2 $388k NEW 77k 5.01
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First Tr Exchange-traded Intermediate Dur (FIIG) 0.2 $387k +33% 19k 20.57
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Raytheon Technologies Corp (RTX) 0.2 $380k 3.9k 97.53
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Vanguard Index Fds Growth Etf (VUG) 0.2 $373k +46% 1.1k 344.33
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Advanced Micro Devices (AMD) 0.2 $368k -9% 2.0k 180.49
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Emerson Electric (EMR) 0.2 $365k -4% 3.2k 113.41
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Wal-Mart Stores (WMT) 0.2 $361k +225% 6.0k 60.17
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Micron Technology (MU) 0.2 $360k NEW 3.1k 117.89
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International Business Machines (IBM) 0.2 $359k +15% 1.9k 190.96
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Docusign (DOCU) 0.2 $344k +20% 5.8k 59.55
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Vaneck Etf Trust Oil Services Etf (OIH) 0.2 $343k 1.0k 336.33
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $340k +39% 808.00 420.52
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Visa Com Cl A (V) 0.2 $336k +37% 1.2k 279.08
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Chipotle Mexican Grill (CMG) 0.2 $331k NEW 114.00 2906.77
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First Tr Exchange-traded Limited Duration (FSIG) 0.2 $326k +26% 17k 18.77
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PNC Financial Services (PNC) 0.2 $322k +8% 2.0k 161.56
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Global X Fds Us Pfd Etf (PFFD) 0.2 $317k -65% 16k 20.16
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Bill Com Holdings Ord (BILL) 0.1 $308k +62% 4.5k 68.72
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Global X Fds Us Infr Dev Etf (PAVE) 0.1 $294k +11% 7.4k 39.81
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Doordash Cl A (DASH) 0.1 $290k NEW 2.1k 137.72
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $286k NEW 2.1k 136.05
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First Tr Exchange-traded First Tr Enh New (FTSM) 0.1 $275k NEW 4.6k 59.62
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Cohen & Steers infrastucture Fund (UTF) 0.1 $273k -52% 12k 23.57
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Proshares Tr Ultrapro Sht Qqq (SQQQ) 0.1 $272k -54% 26k 10.48
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GATX Corporation (GATX) 0.1 $268k 2.0k 134.03
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Alphabet Cap Stk Cl C (GOOG) 0.1 $263k NEW 1.7k 152.26
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J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 0.1 $257k +16% 5.4k 47.62
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Textron (TXT) 0.1 $256k NEW 2.7k 95.93
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First Tr Value Line Divid In SHS (FVD) 0.1 $256k NEW 6.1k 42.23
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Doximity Cl A (DOCS) 0.1 $253k NEW 9.4k 26.91
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Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $247k NEW 1.3k 195.14
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Fidelity Covington Trust Enhanced Large (FELC) 0.1 $242k NEW 8.2k 29.50
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Strategy Day Hagan Ned Da (SSXU) 0.1 $242k -3% 8.5k 28.58
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Direxion Shs Etf Tr Daily Jr Gld Min (JNUG) 0.1 $241k NEW 7.2k 33.32
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Dream Finders Homes Com Cl A (DFH) 0.1 $236k NEW 5.4k 43.73
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Delta Air Lines Inc Del Com New (DAL) 0.1 $235k -9% 4.9k 47.87
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.1 $234k NEW 3.8k 61.53
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Johnson & Johnson (JNJ) 0.1 $231k NEW 1.5k 158.22
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Chevron Corporation (CVX) 0.1 $225k NEW 1.4k 157.74
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Merck & Co (MRK) 0.1 $223k NEW 1.7k 131.94
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Home Depot (HD) 0.1 $220k NEW 572.00 383.92
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Realty Income (O) 0.1 $217k 4.0k 54.10
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Digitalocean Hldgs (DOCN) 0.1 $216k NEW 5.7k 38.18
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Vanguard World Mega Cap Val Etf (MGV) 0.1 $216k NEW 1.8k 119.54
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EQT Corporation (EQT) 0.1 $212k NEW 5.7k 37.07
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First Tr Exchange-traded Smid Risng Etf (SDVY) 0.1 $212k NEW 6.1k 34.82
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Moody's Corporation (MCO) 0.1 $210k 533.00 393.03
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Pfizer (PFE) 0.1 $208k -2% 7.5k 27.75
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Pioneer Natural Resources 0.1 $205k NEW 780.00 262.50
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Verizon Communications (VZ) 0.1 $204k NEW 4.9k 41.96
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Cleanspark Com New (CLSK) 0.1 $202k NEW 9.5k 21.21
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Microvision Inc Del Com New (MVIS) 0.1 $147k -7% 80k 1.84
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Nuveen Insd Dividend Advantage (NVG) 0.1 $131k -35% 11k 12.15
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Monogram Orthopaedics (MGRM) 0.0 $84k NEW 34k 2.44
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Adaptimmune Therapeutics Sponds Adr (ADAP) 0.0 $42k -6% 27k 1.58
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Draftkings Com Cl A Put Option (DKNG) 0.0 $1.3k NEW 28k 0.04
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Shopify Cl A Put Option (SHOP) 0.0 $1.2k -8% 16k 0.08
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Uber Technologies Put Option (UBER) 0.0 $665.228000 +9% 8.8k 0.08
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Truist Financial Corp equities Put Option (TFC) 0.0 $585.936000 +7% 15k 0.04
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Walt Disney Company Put Option (DIS) 0.0 $584.258000 +22% 4.8k 0.12
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Palantir Technologies Cl A Put Option (PLTR) 0.0 $440.450000 -6% 19k 0.02
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The Trade Desk Com Cl A Put Option (TTD) 0.0 $403.920000 NEW 4.6k 0.09
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Cloudflare Cl A Com Put Option (NET) 0.0 $397.800000 NEW 4.1k 0.10
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Vertiv Holdings Com Cl A Put Option (VRT) 0.0 $290.198000 NEW 3.5k 0.08
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Past Filings by Prosperity Wealth Management

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