Prosperity Wealth Management

Prosperity Wealth Management as of Sept. 30, 2025

Portfolio Holdings for Prosperity Wealth Management

Prosperity Wealth Management holds 240 positions in its portfolio as reported in the September 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) 8.2 $24M 912k 26.34
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 7.8 $23M 723k 31.91
Vanguard Index Fds S&p 500 Etf Shs (VOO) 5.0 $15M 24k 612.39
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.0 $12M 19k 600.37
Microsoft Corporation (MSFT) 3.0 $8.9M 17k 517.95
NVIDIA Corporation (NVDA) 2.6 $7.7M 41k 186.58
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS) 2.4 $7.1M 129k 55.21
Spdr Series Trust Portfli High Yld (SPHY) 1.9 $5.6M 232k 23.94
Amazon (AMZN) 1.7 $5.1M 23k 219.57
Palantir Technologies Cl A (PLTR) 1.6 $4.8M 26k 182.42
Apple (AAPL) 1.6 $4.7M 18k 254.64
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 1.4 $4.2M 35k 120.50
Ishares Tr Rus Md Cp Gr Etf (IWP) 1.2 $3.6M 26k 142.41
Arista Networks Com Shs (ANET) 1.1 $3.3M 23k 145.71
Vanguard World Mega Grwth Ind (MGK) 1.1 $3.1M 7.7k 402.46
Meta Platforms Cl A (META) 1.0 $2.9M 4.0k 734.38
Macquarie Etf Trust Focused Large Gr (LRGG) 0.9 $2.7M 90k 30.05
Alphabet Cap Stk Cl A (GOOGL) 0.9 $2.7M 11k 243.11
Proshares Tr Ultrpro S&p500 (UPRO) 0.9 $2.7M 24k 111.49
Draftkings Com Cl A (DKNG) 0.9 $2.6M 69k 37.40
Uber Technologies (UBER) 0.9 $2.6M 26k 97.97
Goldman Sachs (GS) 0.9 $2.6M 3.2k 796.35
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.8 $2.3M 26k 89.77
Ark Etf Tr Next Gnrtn Inter (ARKW) 0.8 $2.3M 13k 174.62
Procter & Gamble Company (PG) 0.7 $2.1M 14k 153.66
Schwab Strategic Tr Fundamental Us L (FNDX) 0.7 $2.1M 81k 26.30
Shopify Cl A Sub Vtg Shs (SHOP) 0.7 $2.1M 14k 148.61
Proshares Tr Ultrapro Qqq (TQQQ) 0.7 $2.1M 20k 103.40
Tesla Motors (TSLA) 0.6 $1.9M 4.3k 444.75
Eli Lilly & Co. (LLY) 0.6 $1.9M 2.5k 763.00
Applovin Corp Com Cl A (APP) 0.6 $1.8M 2.5k 718.54
Targa Res Corp (TRGP) 0.6 $1.8M 11k 167.54
Nuveen Equity Premium Income Fund (BXMX) 0.6 $1.8M 126k 14.44
Broadcom (AVGO) 0.6 $1.7M 5.2k 329.91
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.6 $1.7M 17k 100.70
Wynn Resorts (WYNN) 0.6 $1.7M 13k 128.27
Crowdstrike Hldgs Cl A (CRWD) 0.6 $1.7M 3.4k 490.38
Direxion Shs Etf Tr Daily S&p 500 Hi (HIBS) 0.6 $1.6M 250k 6.49
Micron Technology (MU) 0.5 $1.6M 9.6k 167.32
Ishares Tr Core S&p500 Etf (IVV) 0.5 $1.6M 2.4k 669.41
Ge Aerospace Com New (GE) 0.5 $1.5M 5.1k 300.84
PIMCO Corporate Opportunity Fund (PTY) 0.5 $1.4M 96k 14.44
Tidal Trust Ii Yieldmax Short (YQQQ) 0.5 $1.4M 108k 12.77
Vertiv Holdings Com Cl A (VRT) 0.5 $1.4M 9.0k 150.86
Exxon Mobil Corporation (XOM) 0.4 $1.3M 12k 112.76
Vistra Energy (VST) 0.4 $1.3M 6.7k 195.92
Spdr Series Trust Portfolio Sh Tsr (SPTS) 0.4 $1.3M 44k 29.32
Doordash Cl A (DASH) 0.4 $1.3M 4.7k 271.99
Simplify Exchange Traded Fun Aggregate Bond E (AGGH) 0.4 $1.2M 59k 20.71
Neos Etf Trust Enhanced Income (TLTI) 0.4 $1.2M 26k 47.05
Asml Holding N V N Y Registry Shs (ASML) 0.4 $1.2M 1.2k 968.09
Direxion Shs Etf Tr Daily Semiconduc (SOXS) 0.4 $1.2M 231k 5.17
Progressive Corporation (PGR) 0.4 $1.2M 4.8k 246.95
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $1.2M 2.5k 468.41
International Business Machines (IBM) 0.4 $1.1M 4.0k 282.16
Simplify Exchange Traded Fun Bond Bull Etf (RFIX) 0.4 $1.1M 27k 42.71
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.4 $1.1M 19k 57.10
Oracle Corporation (ORCL) 0.4 $1.1M 3.9k 281.24
Netflix (NFLX) 0.4 $1.1M 882.00 1198.92
JPMorgan Chase & Co. (JPM) 0.3 $1.0M 3.3k 315.52
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $1.0M 5.4k 189.70
Ishares Tr Intl Sel Div Etf (IDV) 0.3 $1.0M 28k 36.55
Graniteshares Etf Tr 2x Long Coin Dai (CONL) 0.3 $1.0M 27k 37.40
Constellation Energy (CEG) 0.3 $998k 3.0k 329.08
Vaneck Etf Trust Semiconductr Etf (SMH) 0.3 $997k 3.1k 326.42
PNC Financial Services (PNC) 0.3 $973k 4.8k 200.95
Global X Fds Defense Tech Etf (SHLD) 0.3 $957k 14k 70.24
Bank of America Corporation (BAC) 0.3 $947k 18k 51.59
Microvision Inc Del Com New (MVIS) 0.3 $945k 762k 1.24
Sterling Construction Company (STRL) 0.3 $936k 2.8k 339.68
LeMaitre Vascular (LMAT) 0.3 $932k 11k 87.51
Select Sector Spdr Tr Technology (XLK) 0.3 $925k 3.3k 281.86
Proshares Tr Pshs Ultra Qqq (QLD) 0.3 $912k 6.6k 137.20
Tidal Trust Ii Yieldmax Short (DIPS) 0.3 $890k 150k 5.92
Macquarie Etf Trust Focused Emerging (EMEQ) 0.3 $888k 25k 35.53
Primoris Services (PRIM) 0.3 $872k 6.4k 137.33
Ishares Tr S&p 100 Etf (OEF) 0.3 $860k 2.6k 332.84
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $858k 1.3k 666.34
Vanguard Index Fds Growth Etf (VUG) 0.3 $847k 1.8k 479.76
Astera Labs (ALAB) 0.3 $842k 4.3k 195.80
Celestica (CLS) 0.3 $840k 3.4k 246.38
Emerson Electric (EMR) 0.3 $823k 6.3k 131.19
Proshares Tr Pshs Ult S&p 500 (SSO) 0.3 $823k 7.3k 112.14
Innodata Com New (INOD) 0.3 $809k 11k 77.07
Robinhood Mkts Com Cl A (HOOD) 0.3 $808k 5.6k 143.18
Mesoblast Spons Adr (MESO) 0.3 $805k 50k 16.11
O'reilly Automotive (ORLY) 0.3 $802k 7.4k 107.81
Deckers Outdoor Corporation (DECK) 0.3 $779k 7.7k 101.37
Axon Enterprise (AXON) 0.3 $777k 1.1k 717.64
Life360 (LIF) 0.3 $771k 7.3k 106.30
Veeva Sys Cl A Com (VEEV) 0.3 $769k 2.6k 297.91
Graniteshares Etf Tr Graniteshares 2x (AMZZ) 0.3 $763k 26k 29.75
Intuit (INTU) 0.3 $753k 1.1k 682.91
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $747k 2.3k 328.28
Coreweave Com Cl A (CRWV) 0.3 $739k 5.4k 136.85
Fs Kkr Capital Corp (FSK) 0.2 $712k 48k 14.93
Mongodb Cl A (MDB) 0.2 $698k 2.3k 310.38
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.2 $692k 2.5k 273.72
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $688k 1.8k 391.64
The Trade Desk Com Cl A (TTD) 0.2 $686k 14k 49.01
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $678k 11k 59.92
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK) 0.2 $666k 28k 23.85
Raytheon Technologies Corp (RTX) 0.2 $655k 3.9k 167.33
Rocket Lab Corp (RKLB) 0.2 $645k 14k 47.91
Truist Financial Corp equities (TFC) 0.2 $642k 14k 45.72
Innovator Etfs Trust Ibd 50 Etf (FFTY) 0.2 $637k 17k 37.36
Charles Schwab Corporation (SCHW) 0.2 $636k 6.7k 95.47
Servicenow (NOW) 0.2 $633k 688.00 920.28
Applied Digital Corp Com New (APLD) 0.2 $619k 27k 22.94
Ishares Tr Global 100 Etf (IOO) 0.2 $608k 5.1k 120.03
First Tr Exchange-traded Ft Vest S&p 500 (KNG) 0.2 $602k 12k 49.31
Neos Etf Trust Real Estate High (IYRI) 0.2 $596k 12k 50.54
Zebra Technologies Corporati Cl A (ZBRA) 0.2 $594k 2.0k 297.16
D-wave Quantum (QBTS) 0.2 $594k 24k 24.71
Oscar Health Cl A (OSCR) 0.2 $592k 31k 18.93
Wal-Mart Stores (WMT) 0.2 $591k 5.7k 103.07
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $578k 7.9k 73.49
Tidal Trust Ii Yieldmax Ultra O (ULTY) 0.2 $572k 105k 5.47
Elf Beauty (ELF) 0.2 $570k 4.3k 132.48
Tidal Trust Ii Yieldmax Ultra 0.2 $569k 13k 42.80
Kiniksa Pharmaceuticals Intl Ord Shs Cl A (KNSA) 0.2 $540k 14k 38.83
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 0.2 $528k 23k 23.08
Eversource Energy (ES) 0.2 $524k 7.4k 71.14
Oppfi Com Cl A (OPFI) 0.2 $521k 46k 11.33
Ionq Inc Pipe (IONQ) 0.2 $517k 8.4k 61.50
Iren Ordinary Shares (IREN) 0.2 $512k 11k 46.93
Proshares Tr Ultrapro Sht Qqq (SQQQ) 0.2 $509k 34k 15.23
Alphabet Cap Stk Cl C (GOOG) 0.2 $509k 2.1k 243.55
UnitedHealth (UNH) 0.2 $507k 1.5k 345.50
Sofi Technologies (SOFI) 0.2 $505k 19k 26.42
Aim Etf Products Trust Allianzim Us Lgr (AUGT) 0.2 $503k 14k 34.88
Spdr Series Trust Portfolio Crport (SPBO) 0.2 $497k 17k 29.63
Tidal Trust Ii Yieldmax Mstr Sh (WNTR) 0.2 $497k 17k 30.04
Paypal Holdings (PYPL) 0.2 $489k 7.3k 67.06
Serve Robotics (SERV) 0.2 $489k 42k 11.63
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ) 0.2 $485k 14k 34.84
Ishares Tr Rus 1000 Etf (IWB) 0.2 $477k 1.3k 365.69
Netease Sponsored Ads (NTES) 0.2 $471k 3.1k 151.99
Proshares Tr Bitcoin Etf (BITO) 0.2 $471k 24k 19.68
Chipotle Mexican Grill (CMG) 0.2 $464k 12k 39.19
RBB Us Treas 3 Mnth (TBIL) 0.2 $463k 9.3k 50.00
Fidelity Covington Trust Enhanced Large (FELC) 0.2 $456k 12k 37.27
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.2 $449k 13k 33.42
Karooooo Ord Shs (KARO) 0.2 $446k 7.8k 57.12
Tidal Trust Ii Defiance Oil Enh (USOY) 0.2 $446k 57k 7.79
Levi Strauss & Co Cl A Com Stk (LEVI) 0.1 $442k 19k 23.30
Mobileye Global Common Class A (MBLY) 0.1 $439k 31k 14.12
Toast Cl A (TOST) 0.1 $438k 12k 36.51
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 0.1 $431k 8.8k 49.03
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $429k 6.6k 65.27
Carnival Corp Unit 99/99/9999 (CCL) 0.1 $423k 15k 28.91
Palo Alto Networks (PANW) 0.1 $417k 2.0k 203.62
Curtiss-Wright (CW) 0.1 $414k 763.00 542.94
Tidal Trust Ii Defiance Gold (GLDY) 0.1 $413k 23k 17.94
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $408k 811.00 502.74
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $397k 15k 27.30
Ark 21shares Bitcoin Etf Shs Ben Int (ARKB) 0.1 $395k 10k 38.02
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.1 $393k 8.9k 43.92
Docusign (DOCU) 0.1 $391k 5.4k 72.09
Super Micro Computer Com New (SMCI) 0.1 $389k 8.1k 47.94
Doximity Cl A (DOCS) 0.1 $382k 5.2k 73.15
Soundhound Ai Class A Com (SOUN) 0.1 $380k 24k 16.08
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $376k 1.3k 293.82
Pimco Dynamic Income SHS (PDI) 0.1 $373k 19k 19.80
Strategy Cl A New (MSTR) 0.1 $363k 1.1k 322.21
Arthur J. Gallagher & Co. (AJG) 0.1 $360k 1.2k 309.74
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $353k 7.0k 50.64
Ouster Com New (OUST) 0.1 $352k 13k 27.05
Neuphoria Therapeutics (NEUP) 0.1 $352k 30k 11.79
J P Morgan Exchange Traded F Small & Mid Cap (JMEE) 0.1 $349k 5.5k 63.43
Unity Software (U) 0.1 $348k 8.7k 40.04
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $346k 4.3k 81.19
Dutch Bros Cl A (BROS) 0.1 $343k 6.6k 52.34
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $335k 5.2k 65.00
Grab Holdings Class A Ord (GRAB) 0.1 $332k 55k 6.02
Nano Nuclear Energy (NNE) 0.1 $332k 8.6k 38.56
Guggenheim Strategic Opportu Com Sbi (GOF) 0.1 $326k 22k 14.98
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $321k 3.1k 103.10
Uipath Cl A (PATH) 0.1 $320k 24k 13.38
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.1 $312k 3.4k 91.77
United Sts Nat Gas Unit Par (UNG) 0.1 $312k 24k 13.07
Calamos Etf Tr Cef Income & Arb (CCEF) 0.1 $310k 11k 29.09
Grocery Outlet Hldg Corp (GO) 0.1 $305k 19k 16.05
Calamos Etf Tr Nasdaq Equity (CANQ) 0.1 $305k 10k 30.14
Vanguard World Mega Cap Index (MGC) 0.1 $304k 1.2k 244.09
Spdr Series Trust Portfolio S&p500 (SPLG) 0.1 $298k 3.8k 78.34
Vanguard World Mega Cap Val Etf (MGV) 0.1 $297k 2.2k 137.74
Ge Vernova (GEV) 0.1 $294k 478.00 614.90
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $291k 2.1k 137.80
Annaly Capital Management In Com New (NLY) 0.1 $290k 14k 20.21
Oportun Finl Corp (OPRT) 0.1 $286k 46k 6.17
Wisdomtree Tr Itl High Div Fd (DTH) 0.1 $282k 5.7k 49.15
Invesco Exch Trd Slf Idx Bulletshares 203 (BSCY) 0.1 $281k 13k 21.02
Allot SHS (ALLT) 0.1 $279k 26k 10.58
Grayscale Ethereum Trust Etf SHS (ETHE) 0.1 $278k 8.1k 34.27
Teladoc (TDOC) 0.1 $278k 36k 7.73
Biovie Com Cl A New (BIVI) 0.1 $273k 144k 1.90
American Centy Etf Tr Us Quality Grow (QGRO) 0.1 $272k 2.4k 114.40
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.1 $271k 7.1k 38.02
Global X Fds Msci Supdiv Ea (EFAS) 0.1 $269k 14k 18.90
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.1 $267k 16k 16.90
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.1 $261k 6.6k 39.54
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $261k 10k 25.71
Advanced Micro Devices (AMD) 0.1 $260k 1.6k 161.79
Moody's Corporation (MCO) 0.1 $255k 535.00 476.48
Spdr Series Trust S&p Homebuild (XHB) 0.1 $252k 2.3k 110.80
Global X Fds Us Infr Dev Etf (PAVE) 0.1 $250k 5.3k 47.63
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $248k 3.4k 73.31
Ishares Tr Residential Mult (REZ) 0.1 $243k 2.9k 84.98
Global X Fds Artificial Etf (AIQ) 0.1 $243k 4.9k 49.40
Visa Com Cl A (V) 0.1 $242k 708.00 341.38
Realty Income (O) 0.1 $242k 4.0k 60.79
Home Depot (HD) 0.1 $241k 595.00 405.62
Spdr Series Trust Nyse Tech Etf (XNTK) 0.1 $240k 882.00 272.40
First Tr Exchange-traded Common Shs (FDD) 0.1 $235k 15k 16.15
Boeing Company (BA) 0.1 $233k 1.1k 215.83
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.1 $231k 6.7k 34.17
Walt Disney Company (DIS) 0.1 $230k 2.0k 114.54
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $227k 2.3k 100.72
Abbvie (ABBV) 0.1 $226k 977.00 231.54
Arko Corp (ARKO) 0.1 $226k 50k 4.57
PIMCO Corporate Income Fund (PCN) 0.1 $226k 17k 13.38
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $225k 876.00 256.61
Nexxen Intl Shs New (NEXN) 0.1 $224k 24k 9.25
Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $221k 2.5k 87.05
Roundhill Etf Trust Weekly T Bill Et (WEEK) 0.1 $216k 2.2k 100.04
Johnson & Johnson (JNJ) 0.1 $212k 1.1k 185.47
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.1 $209k 2.3k 89.57
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $208k 1.7k 120.72
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $207k 2.7k 76.02
Vanguard Index Fds Value Etf (VTV) 0.1 $207k 1.1k 186.49
Trane Technologies SHS (TT) 0.1 $206k 487.00 421.96
Ishares Tr U.s. Tech Etf (IYW) 0.1 $205k 1.0k 195.86
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $200k 2.9k 68.48
Novocure Ord Shs (NVCR) 0.1 $190k 15k 12.92
Venture Global Com Cl A (VG) 0.1 $189k 13k 14.19
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) 0.1 $180k 11k 16.68
Anixa Biosciences (ANIX) 0.0 $138k 42k 3.30
Coya Therapeutics Common Stock (COYA) 0.0 $136k 24k 5.70
Adaptimmune Therapeutics Sponds Ads (ADAP) 0.0 $2.5k 19k 0.13