Prosperity Wealth Management

Prosperity Wealth Management as of March 31, 2024

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