Prosperity Wealth Management

Prosperity Wealth Management as of March 31, 2025

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 808k 22.08
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 7.3 $16M 619k 25.04
Vanguard Index Fds S&p 500 Etf Shs (VOO) 6.2 $13M 26k 513.91
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.6 $9.9M 21k 468.91
Microsoft Corporation (MSFT) 3.2 $6.8M 18k 375.38
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS) 2.5 $5.3M 107k 49.36
Spdr Ser Tr Portfli High Yld (SPHY) 2.2 $4.7M 199k 23.42
Amazon (AMZN) 2.2 $4.6M 24k 190.26
Apple (AAPL) 2.1 $4.5M 20k 222.14
NVIDIA Corporation (NVDA) 1.9 $4.1M 38k 108.38
Proshares Tr Ultrapro Qqq (TQQQ) 1.7 $3.6M 63k 57.30
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 1.5 $3.3M 35k 92.79
Vanguard World Mega Grwth Ind (MGK) 1.4 $3.1M 9.9k 308.89
Meta Platforms Cl A (META) 1.2 $2.5M 4.3k 576.36
Procter & Gamble Company (PG) 1.2 $2.5M 14k 170.42
Draftkings Com Cl A (DKNG) 1.0 $2.2M 67k 33.21
Targa Res Corp (TRGP) 1.0 $2.2M 11k 200.47
Ishares Tr 0-3 Mnth Treasry (SGOV) 1.0 $2.2M 22k 100.67
Uber Technologies (UBER) 0.9 $1.8M 25k 72.86
Eli Lilly & Co. (LLY) 0.9 $1.8M 2.2k 825.91
Palantir Technologies Cl A (PLTR) 0.8 $1.7M 21k 84.40
Goldman Sachs (GS) 0.8 $1.7M 3.2k 546.29
Arista Networks Com Shs (ANET) 0.8 $1.7M 22k 77.48
Select Sector Spdr Tr Technology (XLK) 0.8 $1.7M 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 27k 58.35
Alphabet Cap Stk Cl A (GOOGL) 0.7 $1.6M 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 2.1k 662.63
Exxon Mobil Corporation (XOM) 0.6 $1.4M 11k 118.93
Proshares Tr Pshs Ult S&p 500 (SSO) 0.6 $1.3M 16k 82.78
Strategy Day Hagan Ned (SSUS) 0.6 $1.2M 29k 40.71
Oscar Health Cl A (OSCR) 0.5 $1.1M 88k 13.11
Shopify Cl A (SHOP) 0.5 $1.1M 12k 95.48
Ishares Tr S&p 100 Etf (OEF) 0.5 $1.1M 4.1k 270.83
Ishares Tr Core S&p500 Etf (IVV) 0.5 $1.1M 2.0k 562.02
PIMCO Corporate Opportunity Fund (PTY) 0.5 $1.1M 76k 14.46
Schwab Strategic Tr Long Term Us (SCHQ) 0.5 $1.1M 33k 32.76
Netflix (NFLX) 0.5 $1.1M 1.1k 932.53
Ark Etf Tr Next Gnrtn Inter (ARKW) 0.5 $1.0M 11k 94.67
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.5 $999k 25k 40.41
Bank of America Corporation (BAC) 0.5 $998k 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 8.6k 111.81
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.4 $954k 12k 78.89
Vistra Energy (VST) 0.4 $942k 8.0k 117.44
Pimco Etf Tr Multisector Bd (PYLD) 0.4 $934k 35k 26.35
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.4 $929k 32k 29.24
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $921k 5.3k 173.22
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.4 $907k 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 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 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 15k 53.50
Tidal Tr Ii Yieldmax Short (YQQQ) 0.4 $811k 46k 17.70
Tesla Motors (TSLA) 0.4 $792k 3.1k 259.18
Intuitive Surgical Com New (ISRG) 0.4 $775k 1.6k 495.27
Vertiv Holdings Com Cl A (VRT) 0.4 $764k 11k 72.20
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $735k 1.3k 559.44
O'reilly Automotive (ORLY) 0.3 $734k 512.00 1432.58
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ) 0.3 $733k 25k 29.86
Proshares Tr Pshs Ultra Qqq (QLD) 0.3 $730k 8.2k 88.88
J P Morgan Exchange Traded F Betabuilders Us (BBMC) 0.3 $725k 8.0k 90.12
Delta Air Lines Inc Del Com New (DAL) 0.3 $700k 16k 43.60
Crowdstrike Hldgs Cl A (CRWD) 0.3 $678k 1.9k 352.58
Emerson Electric (EMR) 0.3 $671k 6.1k 109.63
The Trade Desk Com Cl A (TTD) 0.3 $670k 12k 54.72
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.3 $669k 23k 29.69
Sprouts Fmrs Mkt (SFM) 0.3 $658k 4.3k 152.64
PNC Financial Services (PNC) 0.3 $651k 3.7k 175.75
Charles Schwab Corporation (SCHW) 0.3 $643k 8.2k 78.28
Advanced Micro Devices (AMD) 0.3 $635k 6.2k 102.74
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $631k 2.3k 274.89
Proshares Tr S&p 500 Dv Arist (NOBL) 0.3 $629k 6.2k 102.17
Vaneck Etf Trust Semiconductr Etf (SMH) 0.3 $624k 2.9k 211.44
Fs Kkr Capital Corp (FSK) 0.3 $614k 29k 20.95
salesforce (CRM) 0.3 $611k 2.3k 268.36
Mesoblast Spons Adr (MESO) 0.3 $608k 49k 12.48
Ishares Tr Rus 1000 Etf (IWB) 0.3 $607k 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 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 290.00 1950.87
Arm Holdings Sponsored Ads (ARM) 0.3 $562k 5.3k 106.79
Exchange Traded Concepts Tru Range Global Coa (COAL) 0.3 $562k 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 2.5k 210.94
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.3 $535k 3.2k 166.00
Proshares Tr Ultrapro Srt Dow (SDOW) 0.2 $522k 10k 52.19
Ishares Tr Global 100 Etf (IOO) 0.2 $521k 5.4k 96.28
Simplify Exchange Traded Fun Aggregate Bond E (AGGH) 0.2 $515k 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 5.7k 87.79
Vanguard Index Fds Growth Etf (VUG) 0.2 $504k 1.4k 370.69
Tidal Tr Ii Yieldmax Short (DIPS) 0.2 $494k 39k 12.55
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $490k 1.0k 484.82
Direxion Shs Etf Tr Daily Ftse China (YANG) 0.2 $484k 12k 39.59
Cheniere Energy Com New (LNG) 0.2 $484k 2.1k 231.40
Cyberark Software SHS (CYBR) 0.2 $473k 1.4k 338.00
Graniteshares Etf Tr 2x Long Nvda Dai (NVDL) 0.2 $457k 12k 37.40
Axon Enterprise (AXON) 0.2 $456k 867.00 525.95
Paypal Holdings (PYPL) 0.2 $451k 6.9k 65.25
Eversource Energy (ES) 0.2 $450k 7.2k 62.11
Broadcom (AVGO) 0.2 $449k 2.7k 167.43
Global X Fds Us Infr Dev Etf (PAVE) 0.2 $438k 12k 37.73
Aim Etf Products Trust Allianzim Us Lgr (AUGT) 0.2 $437k 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 3.1k 129.73
Paycom Software (PAYC) 0.2 $400k 1.8k 218.48
Global X Fds Defense Tech Etf (SHLD) 0.2 $394k 8.5k 46.55
Noble Corp Ord Shs A (NE) 0.2 $392k 17k 23.70
Boeing Company (BA) 0.2 $385k 2.3k 170.55
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $381k 7.5k 50.83
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $376k 12k 30.73
Roblox Corp Cl A (RBLX) 0.2 $373k 6.4k 58.29
Fidelity Covington Trust Enhanced Large (FELC) 0.2 $372k 12k 31.19
Griffon Corporation (GFF) 0.2 $350k 4.9k 71.50
Direxion Shs Etf Tr Daily Avgo Bull (AVL) 0.2 $350k 22k 16.00
Neos Etf Trust Russell 2000 Hig (IWMI) 0.2 $350k 8.0k 43.65
Iradimed (IRMD) 0.2 $346k 6.6k 52.48
Tidal Tr Ii Yieldmax Short (FIAT) 0.2 $343k 36k 9.52
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $340k 12k 27.96
Pure Storage Cl A (PSTG) 0.2 $340k 7.7k 44.27
Sentinelone Cl A Call Option (S) 0.2 $336k 19k 18.18
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 0.2 $333k 6.9k 47.89
Weyerhaeuser Co Mtn Be Com New (WY) 0.2 $332k 11k 29.28
J P Morgan Exchange Traded F Small & Mid Cap (JMEE) 0.2 $328k 5.9k 55.98
Palo Alto Networks (PANW) 0.2 $323k 1.9k 170.64
Axsome Therapeutics (AXSM) 0.2 $321k 2.8k 116.63
Tractor Supply Company (TSCO) 0.2 $320k 5.8k 55.10
First Tr Exchange-traded Energy Inm Partn (EIPX) 0.1 $318k 12k 26.05
Sterling Construction Company (STRL) 0.1 $318k 2.8k 113.21
Oppfi Com Cl A (OPFI) 0.1 $316k 34k 9.30
Primoris Services (PRIM) 0.1 $316k 5.5k 57.41
Chipotle Mexican Grill (CMG) 0.1 $306k 6.1k 50.21
Dutch Bros Cl A (BROS) 0.1 $306k 5.0k 61.74
Digitalocean Hldgs (DOCN) 0.1 $306k 9.2k 33.39
Direxion Shs Etf Tr Daily Sm Cp Bear (TZA) 0.1 $305k 18k 17.03
Pimco Dynamic Income SHS (PDI) 0.1 $304k 15k 19.80
Okta Cl A (OKTA) 0.1 $303k 2.9k 105.22
Kyndryl Hldgs Common Stock (KD) 0.1 $303k 9.7k 31.40
Biontech Se Sponsored Ads (BNTX) 0.1 $301k 3.3k 91.06
Proshares Tr Ii Ultrashrt New 0.1 $299k 24k 12.67
Innodata Com New (INOD) 0.1 $297k 8.3k 35.90
Guggenheim Strategic Opportu Com Sbi (GOF) 0.1 $296k 19k 15.57
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.1 $295k 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 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 5.8k 48.82
Vanguard World Mega Cap Val Etf (MGV) 0.1 $283k 2.2k 128.82
Vanguard World Inf Tech Etf (VGT) 0.1 $281k 518.00 542.50
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI) 0.1 $279k 14k 20.29
Astrazeneca Sponsored Adr (AZN) 0.1 $278k 3.8k 73.50
Coreweave Com Cl A (CRWV) 0.1 $278k 7.5k 37.08
Coupang Cl A (CPNG) 0.1 $274k 13k 21.93
D.R. Horton (DHI) 0.1 $261k 2.1k 127.13
Celestica (CLS) 0.1 $261k 3.3k 78.81
Select Sector Spdr Tr Communication (XLC) 0.1 $260k 2.7k 96.46
Sezzle (SEZL) 0.1 $260k 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 2.4k 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 7.4k 34.25
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.1 $250k 3.8k 65.76
Cleveland-cliffs (CLF) 0.1 $250k 30k 8.22
Amplify Etf Tr Amplify Cybersec (HACK) 0.1 $249k 3.5k 71.79
Moody's Corporation (MCO) 0.1 $248k 533.00 465.69
Target Corporation (TGT) 0.1 $243k 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 716.00 334.69
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $237k 3.6k 66.34
Global X Fds Artificial Etf (AIQ) 0.1 $234k 6.4k 36.38
Realty Income (O) 0.1 $231k 4.0k 58.01
Vanguard World Mega Cap Index (MGC) 0.1 $229k 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 30k 7.60
Ishares Tr Residential Mult (REZ) 0.1 $224k 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 1.9k 115.95
RBB Us Treas 3 Mnth (TBIL) 0.1 $218k 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 4.2k 48.24
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $204k 1.0k 202.03
Doximity Cl A (DOCS) 0.1 $203k 3.5k 58.03
Cohen & Steers infrastucture Fund (UTF) 0.1 $201k 7.8k 25.55
Vaneck Etf Trust Oil Services Etf (OIH) 0.1 $200k 764.00 262.12
Braze Com Cl A (BRZE) 0.1 $200k 5.5k 36.08
Archer Aviation Com Cl A (ACHR) 0.1 $170k 24k 7.11
Intellia Therapeutics (NTLA) 0.1 $169k 24k 7.11
PIMCO Corporate Income Fund (PCN) 0.1 $168k 12k 13.65
Upwork (UPWK) 0.1 $166k 13k 13.05
Fiscalnote Holdings Com Cl A (NOTE) 0.1 $164k 203k 0.81
Microvision Inc Del Com New (MVIS) 0.1 $164k 132k 1.24
Neuphoria Therapeutics (NEUP) 0.1 $157k 27k 5.76
Poet Technologies Com New (POET) 0.1 $138k 36k 3.78
Laser Photonics Corp (LASE) 0.1 $131k 43k 3.07
Sofi Technologies (SOFI) 0.1 $131k 11k 11.63
Applied Digital Corp Com New (APLD) 0.1 $108k 19k 5.62
Coya Therapeutics Common Stock (COYA) 0.0 $104k 16k 6.47
Recursion Pharmaceuticals In Cl A (RXRX) 0.0 $99k 19k 5.29
Anixa Biosciences (ANIX) 0.0 $98k 34k 2.86
Vistagen Therapeutics Ord (VTGN) 0.0 $69k 28k 2.50
Adaptimmune Therapeutics Sponds Adr (ADAP) 0.0 $3.9k 20k 0.20