Prosperity Wealth Management

Prosperity Wealth Management as of June 30, 2025

Portfolio Holdings for Prosperity Wealth Management

Prosperity Wealth Management holds 233 positions in its portfolio as reported in the June 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) 7.9 $21M 873k 24.44
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 7.5 $20M 695k 29.21
Vanguard Index Fds S&p 500 Etf Shs (VOO) 5.1 $14M 24k 568.04
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.1 $11M 20k 551.63
Microsoft Corporation (MSFT) 3.1 $8.5M 17k 497.41
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS) 2.5 $6.7M 131k 51.50
NVIDIA Corporation (NVDA) 2.3 $6.3M 40k 157.99
Amazon (AMZN) 1.8 $4.9M 22k 219.39
Spdr Series Trust Portfli High Yld (SPHY) 1.7 $4.6M 194k 23.80
Proshares Tr Ultrapro Qqq (TQQQ) 1.5 $4.1M 50k 83.00
Apple (AAPL) 1.5 $4.0M 19k 205.17
Macquarie Etf Trust Focused Large Gr (LRGG) 1.3 $3.6M 125k 28.68
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 1.3 $3.5M 32k 109.20
Proshares Tr Ultrpro S&p500 (UPRO) 1.2 $3.4M 37k 91.44
Meta Platforms Cl A (META) 1.2 $3.4M 4.5k 738.09
Palantir Technologies Cl A (PLTR) 1.2 $3.3M 24k 136.32
Proshares Tr Pshs Ultra Qqq (QLD) 1.1 $3.0M 26k 117.71
Draftkings Com Cl A (DKNG) 1.1 $2.9M 68k 42.89
Ishares Tr Rus Md Cp Gr Etf (IWP) 1.1 $2.9M 21k 138.68
Vanguard World Mega Grwth Ind (MGK) 1.0 $2.8M 7.6k 366.19
Proshares Tr Pshs Ult S&p 500 (SSO) 1.0 $2.8M 28k 97.72
Uber Technologies (UBER) 0.9 $2.4M 26k 93.30
Procter & Gamble Company (PG) 0.9 $2.3M 14k 159.32
Goldman Sachs (GS) 0.8 $2.3M 3.2k 707.75
Arista Networks Com Shs (ANET) 0.8 $2.3M 22k 102.31
Alphabet Cap Stk Cl A (GOOGL) 0.8 $2.1M 12k 176.22
Targa Res Corp (TRGP) 0.7 $1.9M 11k 174.08
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.7 $1.9M 22k 84.83
Ark Etf Tr Next Gnrtn Inter (ARKW) 0.7 $1.8M 12k 147.62
Eli Lilly & Co. (LLY) 0.6 $1.7M 2.2k 779.53
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.6 $1.7M 17k 100.69
Nuveen Equity Premium Income Fund (BXMX) 0.6 $1.7M 124k 13.88
Shopify Cl A Sub Vtg Shs (SHOP) 0.6 $1.6M 14k 115.35
Oscar Health Cl A (OSCR) 0.6 $1.5M 71k 21.44
Crowdstrike Hldgs Cl A (CRWD) 0.6 $1.5M 3.0k 509.31
Spdr Series Trust Portfolio Sh Tsr (SPTS) 0.6 $1.5M 51k 29.29
Broadcom (AVGO) 0.5 $1.3M 4.9k 275.65
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.5 $1.3M 24k 56.85
Tesla Motors (TSLA) 0.5 $1.3M 4.2k 317.68
Graniteshares Etf Tr 2x Long Coin Dai (CONL) 0.5 $1.3M 28k 46.13
Exxon Mobil Corporation (XOM) 0.5 $1.3M 12k 107.80
Ge Aerospace Com New (GE) 0.5 $1.2M 4.9k 257.41
Schwab Strategic Tr Fundamental Us L (FNDX) 0.5 $1.2M 51k 24.54
Vistra Energy (VST) 0.5 $1.2M 6.4k 193.81
Ishares Tr Core S&p500 Etf (IVV) 0.5 $1.2M 2.0k 621.03
Wynn Resorts (WYNN) 0.5 $1.2M 13k 93.67
Asml Holding N V N Y Registry Shs (ASML) 0.5 $1.2M 1.5k 801.39
Vertiv Holdings Com Cl A (VRT) 0.4 $1.2M 9.1k 128.41
Schwab Strategic Tr Long Term Us (SCHQ) 0.4 $1.2M 36k 31.89
UnitedHealth (UNH) 0.4 $1.2M 3.7k 311.94
Doordash Cl A (DASH) 0.4 $1.2M 4.7k 246.51
Simplify Exchange Traded Fun Aggregate Bond E (AGGH) 0.4 $1.1M 55k 20.64
Netflix (NFLX) 0.4 $1.1M 827.00 1339.13
Marvell Technology (MRVL) 0.4 $1.1M 14k 77.40
Pimco Etf Tr Multisector Bd (PYLD) 0.4 $1.0M 40k 26.54
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $1.0M 2.5k 424.58
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $1.0M 5.6k 181.74
PIMCO Corporate Opportunity Fund (PTY) 0.4 $1.0M 73k 13.91
Advanced Micro Devices (AMD) 0.4 $1.0M 7.1k 141.90
Costco Wholesale Corporation (COST) 0.4 $961k 971.00 989.94
Constellation Energy (CEG) 0.4 $946k 2.9k 322.78
JPMorgan Chase & Co. (JPM) 0.3 $939k 3.2k 289.90
Select Sector Spdr Tr Technology (XLK) 0.3 $918k 3.6k 253.23
Sezzle (SEZL) 0.3 $901k 5.0k 179.25
Bank of America Corporation (BAC) 0.3 $874k 19k 47.32
Arm Holdings Sponsored Ads (ARM) 0.3 $865k 5.3k 161.74
Juniper Networks (JNPR) 0.3 $863k 22k 39.93
Microvision Inc Del Com New (MVIS) 0.3 $828k 727k 1.14
MercadoLibre (MELI) 0.3 $823k 315.00 2613.63
Axon Enterprise (AXON) 0.3 $817k 987.00 827.94
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.3 $813k 3.6k 226.49
Ishares Tr S&p 100 Etf (OEF) 0.3 $800k 2.6k 304.35
Tidal Tr Ii Yieldmax Short (YQQQ) 0.3 $791k 56k 14.23
Oracle Corporation (ORCL) 0.3 $789k 3.6k 218.63
Simplify Exchange Traded Fun Bond Bull Etf (RFIX) 0.3 $788k 16k 48.62
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ) 0.3 $778k 23k 33.20
Intuit (INTU) 0.3 $777k 987.00 787.63
Fs Kkr Capital Corp (FSK) 0.3 $761k 37k 20.75
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $758k 13k 57.01
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $752k 2.5k 303.98
Vanguard Index Fds Growth Etf (VUG) 0.3 $752k 1.7k 438.28
Direxion Shs Etf Tr Daily S&p 500 Hi (HIBS) 0.3 $749k 80k 9.41
Deckers Outdoor Corporation (DECK) 0.3 $742k 7.2k 103.07
Sprouts Fmrs Mkt (SFM) 0.3 $740k 4.5k 164.64
Vaneck Etf Trust Semiconductr Etf (SMH) 0.3 $718k 2.6k 278.84
Neos Etf Trust Enhanced Income (TLTI) 0.3 $709k 15k 46.80
Roblox Corp Cl A (RBLX) 0.3 $700k 6.7k 105.20
Proshares Tr Ultrapro Sht Qqq (SQQQ) 0.3 $699k 36k 19.57
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.3 $696k 22k 31.80
PNC Financial Services (PNC) 0.3 $694k 3.7k 186.42
Upstart Hldgs (UPST) 0.3 $690k 11k 64.68
Veeva Sys Cl A Com (VEEV) 0.3 $681k 2.4k 287.98
O'reilly Automotive (ORLY) 0.3 $677k 7.5k 90.13
Cyberark Software SHS (CYBR) 0.2 $667k 1.6k 406.88
International Business Machines (IBM) 0.2 $663k 2.2k 294.78
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.2 $649k 2.6k 246.55
Micron Technology (MU) 0.2 $645k 5.2k 123.25
Global X Fds Defense Tech Etf (SHLD) 0.2 $641k 11k 60.25
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $617k 999.00 617.99
Pimco Etf Tr Mtg Bkd Secs Act (PMBS) 0.2 $606k 12k 49.05
Truist Financial Corp equities (TFC) 0.2 $603k 14k 42.99
Servicenow (NOW) 0.2 $592k 576.00 1028.08
Delta Air Lines Inc Del Com New (DAL) 0.2 $592k 12k 49.18
Sterling Construction Company (STRL) 0.2 $581k 2.5k 230.73
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.2 $578k 6.3k 91.72
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $578k 7.9k 72.82
Charles Schwab Corporation (SCHW) 0.2 $577k 6.3k 91.24
Ishares Tr Global 100 Etf (IOO) 0.2 $575k 5.3k 107.81
Coreweave Com Cl A (CRWV) 0.2 $575k 3.5k 163.06
Ishares Tr Intl Sel Div Etf (IDV) 0.2 $573k 17k 34.51
Raytheon Technologies Corp (RTX) 0.2 $569k 3.9k 146.02
Wal-Mart Stores (WMT) 0.2 $561k 5.7k 97.77
Tidal Tr Ii Yieldmax Short (FIAT) 0.2 $558k 162k 3.44
Centrus Energy Corp Cl A (LEU) 0.2 $554k 3.0k 183.18
Mesoblast Spons Adr (MESO) 0.2 $546k 50k 10.89
Proshares Tr Bitcoin Etf (BITO) 0.2 $527k 25k 21.51
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 0.2 $524k 23k 22.76
Celestica Call Option (CLS) 0.2 $523k 3.4k 156.11
Paypal Holdings (PYPL) 0.2 $522k 7.0k 74.32
Innodata Com New (INOD) 0.2 $517k 10k 51.22
Paycom Software (PAYC) 0.2 $509k 2.2k 231.40
First Tr Exchange-traded Ft Vest S&p 500 (KNG) 0.2 $491k 10k 49.10
Spdr Series Trust Portfolio Crport (SPBO) 0.2 $490k 17k 29.22
Oppfi Com Cl A (OPFI) 0.2 $474k 34k 13.99
Aim Etf Products Trust Allianzim Us Lgr (AUGT) 0.2 $474k 14k 32.84
Primoris Services (PRIM) 0.2 $474k 6.1k 77.94
Exchange Traded Concepts Tru Range Global Coa (COAL) 0.2 $468k 27k 17.44
Robinhood Mkts Com Cl A (HOOD) 0.2 $466k 5.0k 93.63
Intercontinental Hotels Grou Sponsored Ads (IHG) 0.2 $464k 4.0k 115.34
Eversource Energy (ES) 0.2 $462k 7.3k 63.62
RBB Us Treas 3 Mnth (TBIL) 0.2 $450k 9.0k 49.99
Bank Montreal Que Cal Lkd 43 (JETD) 0.2 $448k 50k 9.00
Tidal Tr Ii Yieldmax Short (DIPS) 0.2 $447k 60k 7.45
Ishares Tr Rus 1000 Etf (IWB) 0.2 $446k 1.3k 339.70
Life360 (LIF) 0.2 $446k 6.8k 65.25
Proshares Tr S&p 500 Dv Arist (NOBL) 0.2 $445k 4.4k 100.69
Tidal Tr Ii Yieldmax Short T (CRSH) 0.2 $442k 94k 4.73
Encompass Health Corp (EHC) 0.2 $442k 3.6k 122.63
Biontech Se Sponsored Ads (BNTX) 0.2 $435k 4.1k 106.47
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK) 0.2 $432k 18k 23.64
Fidelity Covington Trust Enhanced Large (FELC) 0.2 $430k 13k 34.49
Emerson Electric (EMR) 0.2 $423k 3.2k 133.33
Dutch Bros Cl A (BROS) 0.2 $415k 6.1k 68.37
Pimco Etf Tr 25yr+ Zero U S (ZROZ) 0.2 $414k 6.2k 67.07
Coupang Cl A (CPNG) 0.2 $411k 14k 29.96
Impinj (PI) 0.2 $405k 3.7k 111.07
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $397k 6.4k 62.02
Direxion Shs Etf Tr Daily Semiconduc (SOXS) 0.1 $395k 50k 7.89
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $389k 801.00 485.77
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $387k 1.4k 284.41
Guardant Health (GH) 0.1 $380k 7.3k 52.04
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $377k 14k 26.50
Astera Labs (ALAB) 0.1 $374k 4.1k 90.42
Curtiss-Wright (CW) 0.1 $373k 763.00 488.55
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 0.1 $363k 7.5k 48.62
Jakks Pac Com New (JAKK) 0.1 $355k 17k 20.78
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $355k 4.4k 80.65
Netease Sponsored Ads (NTES) 0.1 $354k 2.6k 134.58
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $353k 7.0k 50.27
Ionq Inc Pipe (IONQ) 0.1 $345k 8.0k 42.97
Great Lakes Dredge & Dock Corporation (GLDD) 0.1 $344k 28k 12.19
Microstrategy Cl A New (MSTR) 0.1 $340k 842.00 404.23
Rambus (RMBS) 0.1 $336k 5.2k 64.02
J P Morgan Exchange Traded F Small & Mid Cap (JMEE) 0.1 $328k 5.5k 59.21
Pimco Dynamic Income SHS (PDI) 0.1 $328k 17k 18.97
Rocket Lab Corp (RKLB) 0.1 $326k 9.1k 35.77
Guggenheim Strategic Opportu Com Sbi (GOF) 0.1 $323k 22k 14.89
Palo Alto Networks (PANW) 0.1 $316k 1.5k 204.64
Neos Etf Trust Real Estate High (IYRI) 0.1 $312k 6.2k 50.00
Alphabet Cap Stk Cl C (GOOG) 0.1 $308k 1.7k 177.39
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.1 $307k 6.1k 50.76
Sofi Technologies (SOFI) 0.1 $306k 17k 18.21
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $304k 5.0k 61.21
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI) 0.1 $303k 15k 19.72
Macquarie Etf Trust Focused Emerging (EMEQ) 0.1 $303k 9.7k 31.07
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.1 $303k 7.4k 40.65
Allot SHS (ALLT) 0.1 $302k 35k 8.55
Ouster Com New (OUST) 0.1 $299k 12k 24.25
Vanguard World Mega Cap Val Etf (MGV) 0.1 $293k 2.2k 131.18
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.1 $289k 8.2k 35.28
Archer Aviation Com Cl A (ACHR) 0.1 $287k 26k 10.85
Calamos Etf Tr Cef Income & Arb (CCEF) 0.1 $287k 10k 28.47
Gitlab Class A Com (GTLB) 0.1 $277k 6.2k 45.11
Spdr Series Trust Portfolio S&p500 (SPLG) 0.1 $277k 3.8k 72.69
Cargurus Com Cl A (CARG) 0.1 $275k 8.2k 33.47
Target Corporation (TGT) 0.1 $273k 2.8k 98.63
Uipath Cl A (PATH) 0.1 $271k 21k 12.80
Tidal Tr Ii Yieldmax Mstr Sh (WNTR) 0.1 $271k 7.7k 35.27
Wisdomtree Tr Itl High Div Fd (DTH) 0.1 $268k 5.8k 46.33
D-wave Quantum (QBTS) 0.1 $268k 18k 14.64
Moody's Corporation (MCO) 0.1 $267k 533.00 501.59
Vanguard World Mega Cap Index (MGC) 0.1 $266k 1.2k 224.92
D.R. Horton (DHI) 0.1 $265k 2.1k 128.92
Walt Disney Company (DIS) 0.1 $261k 2.1k 124.02
Global X Fds Msci Supdiv Ea (EFAS) 0.1 $260k 14k 18.20
Calamos Etf Tr Nasdaq Equity (CANQ) 0.1 $256k 8.9k 28.87
Visa Com Cl A (V) 0.1 $254k 716.00 355.05
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $254k 3.6k 71.25
Noble Corp Ord Shs A (NE) 0.1 $249k 9.4k 26.55
Vanguard World Inf Tech Etf (VGT) 0.1 $243k 366.00 663.60
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $243k 1.9k 128.52
Priority Technology Hldgs In (PRTH) 0.1 $241k 31k 7.78
Polaris Industries (PII) 0.1 $240k 5.9k 40.65
Soundhound Ai Class A Com (SOUN) 0.1 $238k 22k 10.73
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $232k 3.1k 75.59
Global X Fds Us Infr Dev Etf (PAVE) 0.1 $229k 5.3k 43.58
Realty Income (O) 0.1 $229k 4.0k 57.61
Curiositystream Com Cl A (CURI) 0.1 $228k 41k 5.63
First Tr Exchange-traded Common Shs (FDD) 0.1 $227k 15k 15.54
Boeing Company (BA) 0.1 $225k 1.1k 209.53
Ishares Tr Residential Mult (REZ) 0.1 $224k 2.7k 82.34
Global X Fds Artificial Etf (AIQ) 0.1 $218k 5.0k 43.69
Home Depot (HD) 0.1 $216k 590.00 366.39
Spire Global Com Cl A New (SPIR) 0.1 $215k 18k 11.90
Tidal Tr Ii Defiance Oil Enh (USOY) 0.1 $215k 23k 9.31
Trane Technologies SHS (TT) 0.1 $215k 491.00 437.41
Spdr Series Trust Nyse Tech Etf (XNTK) 0.1 $213k 896.00 237.35
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $212k 881.00 240.45
Neuphoria Therapeutics (NEUP) 0.1 $211k 30k 7.10
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.1 $209k 12k 16.78
Rent-A-Center (UPBD) 0.1 $208k 8.3k 25.10
Direxion Shs Etf Tr Daily Ftse China (YANG) 0.1 $207k 6.7k 30.64
Skywater Technology (SKYT) 0.1 $206k 21k 9.84
Fiscalnote Holdings Com Cl A (NOTE) 0.1 $204k 380k 0.54
Zscaler Incorporated (ZS) 0.1 $202k 642.00 313.94
Venture Global Com Cl A (VG) 0.1 $201k 13k 15.58
Super Micro Computer Com New (SMCI) 0.1 $201k 4.1k 49.01
PIMCO Corporate Income Fund (PCN) 0.1 $193k 15k 12.69
Recursion Pharmaceuticals In Cl A (RXRX) 0.1 $185k 37k 5.06
Serve Robotics (SERV) 0.1 $183k 16k 11.44
Anixa Biosciences (ANIX) 0.0 $121k 37k 3.30
Coya Therapeutics Common Stock (COYA) 0.0 $118k 21k 5.75
Adaptimmune Therapeutics Sponds Ads (ADAP) 0.0 $4.7k 20k 0.24