Prosperity Wealth Management

Prosperity Wealth Management as of Dec. 31, 2024

Portfolio Holdings for Prosperity Wealth Management

Prosperity Wealth Management holds 204 positions in its portfolio as reported in the December 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) 9.0 $22M 41k 538.81
Invesco Qqq Tr Unit Ser 1 (QQQ) 8.0 $19M 38k 511.22
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 7.2 $17M 752k 23.18
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 6.0 $15M 526k 27.87
Proshares Tr Pshs Ultra Qqq (QLD) 5.9 $14M 133k 108.24
Microsoft Corporation (MSFT) 3.3 $8.1M 19k 421.51
Apple (AAPL) 2.7 $6.5M 26k 250.42
NVIDIA Corporation Put Option (NVDA) 2.1 $5.1M 38k 134.29
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS) 2.1 $5.0M 101k 49.67
Amazon (AMZN) 2.0 $4.9M 23k 219.39
Proshares Tr Pshs Ult S&p 500 (SSO) 1.8 $4.4M 48k 92.51
Vanguard World Mega Grwth Ind (MGK) 1.4 $3.3M 9.6k 343.40
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 1.3 $3.2M 31k 103.30
Procter & Gamble Company (PG) 1.0 $2.5M 15k 167.65
Draftkings Com Cl A (DKNG) 1.0 $2.3M 62k 37.20
Ishares Tr Core S&p Mcp Etf (IJH) 0.9 $2.2M 35k 62.31
Arista Networks Com Shs (ANET) 0.9 $2.2M 20k 110.53
Select Sector Spdr Tr Technology (XLK) 0.8 $2.1M 8.8k 232.52
Targa Res Corp (TRGP) 0.8 $2.0M 11k 178.50
Meta Platforms Cl A (META) 0.8 $2.0M 3.4k 585.51
Ishares Tr S&p 100 Etf (OEF) 0.8 $2.0M 6.9k 288.85
Mesoblast Spons Adr (MESO) 0.8 $1.8M 93k 19.80
Nuveen Equity Premium Income Fund (BXMX) 0.7 $1.7M 122k 13.99
Eli Lilly & Co. (LLY) 0.7 $1.6M 2.1k 772.00
Alphabet Cap Stk Cl A (GOOGL) 0.7 $1.6M 8.5k 189.31
Wynn Resorts (WYNN) 0.6 $1.5M 18k 86.16
Uber Technologies (UBER) 0.6 $1.4M 24k 60.32
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.6 $1.4M 14k 100.32
Exxon Mobil Corporation (XOM) 0.6 $1.4M 13k 107.57
Graniteshares Etf Tr 2x Long Coin Dai (CONL) 0.5 $1.3M 37k 35.29
Asml Holding N V N Y Registry Shs (ASML) 0.5 $1.3M 1.9k 693.08
Strategy Day Hagan Ned (SSUS) 0.5 $1.3M 30k 42.07
Ishares Tr Russell 2000 Etf (IWM) 0.5 $1.2M 5.6k 220.96
Vaneck Etf Trust Semiconductr Etf (SMH) 0.5 $1.2M 5.0k 242.15
Graniteshares Etf Tr 2x Long Nvda Dai (NVDL) 0.5 $1.2M 18k 66.39
Shopify Cl A (SHOP) 0.5 $1.1M 11k 106.33
Ishares Tr Core S&p500 Etf (IVV) 0.5 $1.1M 1.9k 588.81
Oscar Health Cl A (OSCR) 0.4 $1.1M 79k 13.44
PIMCO Corporate Opportunity Fund (PTY) 0.4 $1.0M 72k 14.37
Bank Montreal Medium Cal Lkd 43 (JETD) 0.4 $992k 82k 12.04
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.4 $989k 17k 57.53
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.4 $984k 34k 29.01
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $969k 2.4k 401.58
Direxion Shs Etf Tr Daily Finl Bear (FAZ) 0.4 $958k 151k 6.37
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.4 $957k 12k 78.65
Tesla Motors (TSLA) 0.4 $949k 2.3k 403.89
Tidal Tr Ii Yieldmax Short (YQQQ) 0.4 $936k 54k 17.50
Ark Etf Tr Next Gnrtn Inter (ARKW) 0.4 $927k 8.6k 107.98
Carnival Corp Unit 99/99/9999 (CCL) 0.4 $907k 36k 24.92
Pimco Etf Tr Multisector Bd (PYLD) 0.4 $888k 34k 25.92
Intuitive Surgical Com New (ISRG) 0.4 $882k 1.7k 521.96
Schwab Strategic Tr Long Term Us (SCHQ) 0.3 $843k 27k 31.43
JPMorgan Chase & Co. (JPM) 0.3 $821k 3.4k 239.70
Doordash Cl A (DASH) 0.3 $796k 4.7k 167.75
Vertiv Holdings Com Cl A (VRT) 0.3 $786k 6.9k 113.61
Palo Alto Networks (PANW) 0.3 $773k 4.3k 181.96
J P Morgan Exchange Traded F Betabuilders Us (BBMC) 0.3 $749k 7.8k 96.23
Proshares Tr Bitcoin Etf (BITO) 0.3 $745k 33k 22.78
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ) 0.3 $744k 24k 31.43
Novo-nordisk A S Adr (NVO) 0.3 $742k 8.6k 86.02
Netflix (NFLX) 0.3 $741k 831.00 891.32
Crowdstrike Hldgs Cl A (CRWD) 0.3 $722k 2.1k 342.16
PNC Financial Services (PNC) 0.3 $712k 3.7k 192.85
Soundhound Ai Class A Com (SOUN) 0.3 $703k 35k 19.84
Docusign (DOCU) 0.3 $682k 7.6k 89.94
Palantir Technologies Cl A (PLTR) 0.3 $676k 8.9k 75.63
Datadog Cl A Com (DDOG) 0.3 $673k 4.7k 142.89
salesforce (CRM) 0.3 $665k 2.0k 334.33
Ishares Tr Rus 1000 Etf (IWB) 0.3 $653k 2.0k 322.23
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $650k 2.2k 289.81
Proshares Tr S&p 500 Dv Arist (NOBL) 0.3 $643k 6.5k 99.54
Paycom Software (PAYC) 0.3 $642k 3.1k 204.97
Advanced Micro Devices Call Option (AMD) 0.3 $638k 5.3k 120.79
Arm Holdings Sponsored Ads (ARM) 0.3 $627k 5.1k 123.36
O'reilly Automotive (ORLY) 0.3 $624k 526.00 1185.80
Truist Financial Corp equities (TFC) 0.3 $608k 14k 43.38
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $607k 22k 27.32
Ge Aerospace Com New (GE) 0.2 $590k 3.5k 166.81
Broadcom (AVGO) 0.2 $590k 2.5k 231.84
Emerson Electric (EMR) 0.2 $587k 4.7k 123.93
Paypal Holdings (PYPL) 0.2 $581k 6.8k 85.35
Spdr Gold Tr Gold Shs (GLD) 0.2 $575k 2.4k 242.13
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.2 $567k 19k 30.47
Deckers Outdoor Corporation (DECK) 0.2 $564k 2.8k 203.09
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $555k 7.9k 70.00
Fs Kkr Capital Corp (FSK) 0.2 $554k 26k 21.72
Global X Fds Us Infr Dev Etf (PAVE) 0.2 $546k 14k 40.41
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $542k 2.7k 197.49
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.2 $539k 5.9k 91.44
Constellation Energy (CEG) 0.2 $526k 2.4k 223.72
Sprouts Fmrs Mkt (SFM) 0.2 $526k 4.1k 127.07
Teva Pharmaceutical Inds Sponsored Ads (TEVA) 0.2 $505k 23k 22.04
Dutch Bros Cl A (BROS) 0.2 $502k 9.6k 52.38
Progressive Corporation (PGR) 0.2 $502k 2.1k 239.61
Mongodb Cl A (MDB) 0.2 $498k 2.1k 232.81
Simplify Exchange Traded Fun Volatility Prem (SVOL) 0.2 $497k 24k 20.79
Wal-Mart Stores (WMT) 0.2 $493k 5.5k 90.35
Graniteshares Etf Tr 2x Short Tsla Da 0.2 $491k 292k 1.68
Axon Enterprise (AXON) 0.2 $486k 817.00 594.32
The Trade Desk Com Cl A (TTD) 0.2 $481k 4.1k 117.53
Pure Storage Cl A (PSTG) 0.2 $479k 7.8k 61.43
Sentinelone Cl A (S) 0.2 $469k 21k 22.20
Tidal Tr Ii Yieldmax Short (DIPS) 0.2 $466k 36k 13.04
Onespan (OSPN) 0.2 $462k 25k 18.54
Aim Etf Products Trust Allianzim Us Lgr (AUGT) 0.2 $459k 15k 31.09
Spdr Ser Tr Portfli High Yld (SPHY) 0.2 $458k 20k 23.47
MercadoLibre (MELI) 0.2 $451k 265.00 1700.44
D-wave Quantum (QBTS) 0.2 $450k 54k 8.40
Raytheon Technologies Corp (RTX) 0.2 $450k 3.9k 115.72
Amplify Etf Tr Amplify Alternat 0.2 $444k 198k 2.24
Upstart Hldgs (UPST) 0.2 $441k 7.2k 61.57
Super Micro Computer Com New (SMCI) 0.2 $440k 15k 30.48
Vanguard Index Fds Growth Etf (VUG) 0.2 $439k 1.1k 410.63
Walt Disney Company (DIS) 0.2 $433k 3.9k 111.34
Simplify Exchange Traded Fun Aggregate Bond E (AGGH) 0.2 $430k 21k 20.63
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $422k 2.4k 175.26
First Tr Exchange-traded Ft Vest S&p 500 (KNG) 0.2 $422k 8.4k 50.21
Direxion Shs Etf Tr Daily Sm Cp Bear (TZA) 0.2 $419k 32k 12.97
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $418k 713.00 586.10
Boeing Company (BA) 0.2 $413k 2.3k 177.00
Vistra Energy (VST) 0.2 $409k 3.0k 137.87
Block Cl A Call Option (XYZ) 0.2 $408k 4.8k 84.99
Astera Labs (ALAB) 0.2 $403k 3.0k 132.45
Fortinet (FTNT) 0.2 $400k 4.2k 94.48
Cyberark Software SHS (CYBR) 0.2 $398k 1.2k 333.15
Cheniere Energy Com New (LNG) 0.2 $397k 1.8k 214.87
Eversource Energy (ES) 0.2 $393k 6.9k 57.43
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $393k 13k 31.44
Tidal Tr Ii Yieldmax Short T (CRSH) 0.2 $383k 63k 6.13
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 0.2 $377k 8.0k 47.26
Roblox Corp Cl A (RBLX) 0.2 $371k 6.4k 57.86
International Business Machines (IBM) 0.2 $368k 1.7k 219.83
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.2 $367k 10k 35.85
Garrett Motion (GTX) 0.2 $365k 40k 9.03
Alphabet Cap Stk Cl C (GOOG) 0.1 $359k 1.9k 190.44
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $359k 791.00 453.28
Vanguard World Inf Tech Etf (VGT) 0.1 $356k 573.00 621.80
First Tr Exchange-traded Energy Inm Partn (EIPX) 0.1 $334k 14k 24.51
Digitalocean Hldgs (DOCN) 0.1 $324k 9.5k 34.07
Sofi Technologies (SOFI) 0.1 $324k 21k 15.40
Lithium Amers Corp Com Shs (LAC) 0.1 $323k 109k 2.97
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $322k 1.4k 235.33
Toast Cl A (TOST) 0.1 $320k 8.8k 36.45
Innodata Com New (INOD) 0.1 $318k 8.1k 39.52
Archer Aviation Com Cl A (ACHR) 0.1 $318k 33k 9.75
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $313k 856.00 366.15
Fidelity Covington Trust Enhanced Large (FELC) 0.1 $310k 9.4k 32.93
GATX Corporation (GATX) 0.1 $310k 2.0k 154.96
Centrus Energy Corp Cl A (LEU) 0.1 $309k 4.6k 66.61
Direxion Shs Etf Tr Healthcare Bul (CURE) 0.1 $309k 3.3k 92.29
Servicenow (NOW) 0.1 $304k 287.00 1060.12
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $299k 6.3k 47.82
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI) 0.1 $298k 15k 19.49
Schwab Strategic Tr Fundamental Us L (FNDX) 0.1 $296k 13k 23.68
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $292k 6.0k 49.05
Sezzle (SEZL) 0.1 $290k 1.1k 255.80
Doximity Cl A (DOCS) 0.1 $284k 5.3k 53.39
Pimco Dynamic Income SHS (PDI) 0.1 $283k 15k 18.34
Curtiss-Wright (CW) 0.1 $271k 763.00 354.87
Select Sector Spdr Tr Communication (XLC) 0.1 $268k 2.8k 96.79
Amplify Etf Tr Amplify Cybersec (HACK) 0.1 $268k 3.6k 74.48
Virtus Etf Tr Ii Seix Sr Ln Etf (SEIX) 0.1 $267k 11k 23.93
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.1 $263k 3.8k 68.94
Ishares Tr Agency Bond Etf (AGZ) 0.1 $262k 2.4k 107.96
Celestica (CLS) 0.1 $262k 2.8k 92.30
Global X Fds Artificial Etf (AIQ) 0.1 $257k 6.7k 38.64
Recursion Pharmaceuticals In Cl A (RXRX) 0.1 $257k 38k 6.76
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $257k 1.2k 215.56
Global X Fds Defense Tech Etf (SHLD) 0.1 $255k 6.8k 37.41
Vanguard World Mega Cap Val Etf (MGV) 0.1 $254k 2.0k 124.91
Moody's Corporation (MCO) 0.1 $252k 533.00 473.37
Sempra Energy (SRE) 0.1 $249k 2.8k 87.72
J P Morgan Exchange Traded F Small & Mid Cap (JMEE) 0.1 $243k 4.0k 60.46
Spdr Ser Tr Nyse Tech Etf (XNTK) 0.1 $242k 1.2k 201.79
First Tr Exchange-traded Limited Duration (FSIG) 0.1 $242k 13k 18.87
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $237k 1.1k 206.85
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $235k 3.2k 74.02
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN) 0.1 $232k 8.3k 28.03
Serve Robotics (SERV) 0.1 $232k 17k 13.50
Visa Com Cl A (V) 0.1 $230k 728.00 316.04
Home Depot (HD) 0.1 $229k 590.00 388.69
Vanguard World Mega Cap Index (MGC) 0.1 $228k 1.1k 212.66
Vaneck Etf Trust Oil Services Etf (OIH) 0.1 $228k 840.00 271.23
Marriott Intl Cl A (MAR) 0.1 $220k 789.00 278.94
Noble Corp Ord Shs A (NE) 0.1 $219k 7.0k 31.40
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $217k 3.4k 63.45
Proshares Tr Ultrapro Qqq (TQQQ) 0.1 $217k 2.7k 79.13
Simplify Exchange Traded Fun Health Care Etf (PINK) 0.1 $215k 7.3k 29.66
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.1 $214k 5.8k 37.17
Realty Income (O) 0.1 $212k 4.0k 53.41
Invesco Exchange Traded Fd T Oil & Gas Servic (PXJ) 0.1 $211k 7.6k 27.86
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.1 $203k 3.4k 59.06
Navitas Semiconductor Corp-a (NVTS) 0.1 $186k 52k 3.57
Blackberry (BB) 0.1 $178k 47k 3.78
Uipath Cl A (PATH) 0.1 $177k 14k 12.71
Pacific Biosciences of California (PACB) 0.1 $146k 80k 1.83
Wolfspeed 0.1 $132k 20k 6.66
Nuveen Insd Dividend Advantage (NVG) 0.1 $123k 10k 12.26
Microvision Inc Del Com New (MVIS) 0.0 $102k 77k 1.31
Vistagen Therapeutics Ord (VTGN) 0.0 $86k 29k 2.95
Biovie Cl A 0.0 $63k 32k 2.00
Leap Therapeutics Com New (LPTX) 0.0 $63k 22k 2.88
Anixa Biosciences (ANIX) 0.0 $54k 23k 2.32
Adaptimmune Therapeutics Sponds Adr (ADAP) 0.0 $12k 22k 0.54