Prosperity Wealth Management

Prosperity Wealth Management as of Dec. 31, 2025

Portfolio Holdings for Prosperity Wealth Management

Prosperity Wealth Management holds 251 positions in its portfolio as reported in the December 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) 8.7 $26M 971k 26.91
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 8.1 $25M 750k 32.62
Vanguard Index Fds S&p 500 Etf Shs (VOO) 5.0 $15M 24k 627.13
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.1 $12M 20k 614.31
Microsoft Corporation (MSFT) 2.7 $8.0M 17k 483.62
NVIDIA Corporation (NVDA) 2.5 $7.5M 41k 186.50
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS) 2.3 $7.0M 123k 57.16
Amazon (AMZN) 1.9 $5.8M 25k 230.82
Spdr Series Trust State Street Spd (SPHY) 1.8 $5.3M 224k 23.67
Apple (AAPL) 1.6 $4.9M 18k 271.87
Palantir Technologies Cl A (PLTR) 1.6 $4.9M 28k 177.75
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 1.5 $4.4M 36k 121.75
Alphabet Cap Stk Cl A (GOOGL) 1.2 $3.7M 12k 312.99
Eli Lilly & Co. (LLY) 1.2 $3.6M 3.3k 1074.68
Vanguard World Mega Grwth Ind (MGK) 1.1 $3.3M 8.0k 412.76
Schwab Strategic Tr Fundamental Us L (FNDX) 1.0 $3.1M 114k 27.21
Meta Platforms Cl A (META) 0.9 $2.8M 4.2k 660.09
Proshares Tr Ultrpro S&p500 (UPRO) 0.9 $2.8M 24k 115.76
Goldman Sachs (GS) 0.9 $2.6M 3.0k 879.00
Draftkings Com Cl A (DKNG) 0.8 $2.5M 72k 34.46
Arista Networks Com Shs (ANET) 0.8 $2.5M 19k 131.03
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.8 $2.4M 36k 68.36
Nomura Etf Tr Focused Large Gr (LRGG) 0.8 $2.3M 77k 29.60
Targa Res Corp (TRGP) 0.7 $2.2M 12k 184.50
Uber Technologies (UBER) 0.7 $2.1M 26k 81.71
Tesla Motors (TSLA) 0.7 $2.0M 4.5k 449.75
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.7 $2.0M 11k 191.56
Proshares Tr Ultrapro Qqq (TQQQ) 0.7 $2.0M 38k 52.72
Nuveen Equity Premium Income Fund (BXMX) 0.6 $1.9M 126k 14.70
Ark Etf Tr Innovation Etf (ARKK) 0.6 $1.9M 24k 76.92
Broadcom (AVGO) 0.6 $1.8M 5.1k 346.10
Wynn Resorts (WYNN) 0.6 $1.8M 15k 120.33
Asml Holding N V N Y Registry Shs (ASML) 0.6 $1.7M 1.6k 1069.86
Ishares Tr Core S&p500 Etf (IVV) 0.6 $1.7M 2.5k 684.82
Ge Aerospace Com New (GE) 0.5 $1.6M 5.3k 308.05
Micron Technology (MU) 0.5 $1.6M 5.5k 285.41
Vertiv Holdings Com Cl A (VRT) 0.5 $1.5M 9.6k 162.01
International Business Machines (IBM) 0.5 $1.5M 4.9k 296.21
Exxon Mobil Corporation (XOM) 0.5 $1.4M 11k 120.34
Tidal Trust Ii Yieldmax Short (YQQQ) 0.4 $1.3M 111k 12.15
Vaneck Etf Trust Semiconductr Etf (SMH) 0.4 $1.3M 3.7k 360.12
Shopify Cl A Sub Vtg Shs (SHOP) 0.4 $1.3M 8.2k 160.97
Vistra Energy (VST) 0.4 $1.3M 8.1k 161.33
Neos Etf Trust Enhanced Income (TLTI) 0.4 $1.3M 28k 46.07
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.4 $1.3M 13k 100.38
Crowdstrike Hldgs Cl A (CRWD) 0.4 $1.3M 2.7k 468.76
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $1.3M 20k 62.47
Simplify Exchange Traded Fun Aggregate Bond E (AGGH) 0.4 $1.3M 60k 20.70
Wal-Mart Stores (WMT) 0.4 $1.2M 11k 111.41
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $1.2M 2.5k 473.30
Nomura Etf Tr Focused Emerging (EMEQ) 0.4 $1.1M 28k 40.20
Constellation Energy (CEG) 0.4 $1.1M 3.0k 353.23
Simplify Exchange Traded Fun Bond Bull Etf (RFIX) 0.4 $1.1M 30k 36.29
Mongodb Cl A (MDB) 0.4 $1.1M 2.6k 419.69
JPMorgan Chase & Co. (JPM) 0.4 $1.1M 3.3k 322.21
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.3 $1.0M 3.4k 303.89
Doordash Cl A (DASH) 0.3 $1.0M 4.6k 226.48
Celestica (CLS) 0.3 $1.0M 3.5k 295.61
PNC Financial Services (PNC) 0.3 $1.0M 4.9k 208.71
Select Sector Spdr Tr State Street Tec (XLK) 0.3 $1.0M 7.0k 143.97
Vanguard Index Fds Growth Etf (VUG) 0.3 $1.0M 2.1k 487.79
Marvell Technology (MRVL) 0.3 $997k 12k 84.98
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.3 $995k 17k 57.24
Direxion Shs Etf Tr Daily Googl Br1x (GGLS) 0.3 $992k 146k 6.78
Coherent Corp (COHR) 0.3 $986k 5.3k 184.57
Ishares Tr Intl Sel Div Etf (IDV) 0.3 $986k 25k 39.45
Deckers Outdoor Corporation (DECK) 0.3 $959k 9.3k 103.67
Comfort Systems USA (FIX) 0.3 $957k 1.0k 933.29
Arthur J. Gallagher & Co. (AJG) 0.3 $954k 3.7k 258.79
PIMCO Corporate Opportunity Fund (PTY) 0.3 $950k 74k 12.90
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $949k 1.4k 682.12
Spdr Series Trust State Street Spd (SPTS) 0.3 $942k 32k 29.28
Rocket Lab Corp (RKLB) 0.3 $940k 14k 69.76
Proshares Tr Pshs Ultra Qqq (QLD) 0.3 $934k 13k 70.41
Nextera Energy (NEE) 0.3 $924k 12k 80.28
Mesoblast Spons Adr (MESO) 0.3 $918k 51k 18.04
Netflix (NFLX) 0.3 $913k 9.7k 93.76
Global X Fds Defense Tech Etf (SHLD) 0.3 $908k 14k 64.79
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $902k 6.6k 136.94
Kaiser Aluminum Corp Com Par $0.01 (KALU) 0.3 $884k 7.7k 114.86
Ge Healthcare Technologies I Common Stock (GEHC) 0.3 $877k 11k 82.02
salesforce (CRM) 0.3 $876k 3.3k 264.91
Sterling Construction Company (STRL) 0.3 $874k 2.9k 306.23
Arm Holdings Sponsored Ads (ARM) 0.3 $856k 7.8k 109.31
Proshares Tr Pshs Ult S&p 500 (SSO) 0.3 $848k 15k 57.92
Axon Enterprise (AXON) 0.3 $822k 1.4k 567.93
Ishares Tr S&p 100 Etf (OEF) 0.3 $819k 2.4k 342.97
Emerson Electric (EMR) 0.3 $818k 6.2k 132.72
Graniteshares Etf Tr Graniteshares 2x (AMZZ) 0.3 $801k 25k 31.47
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $766k 2.3k 335.22
Astera Labs (ALAB) 0.3 $754k 4.5k 166.36
MercadoLibre (MELI) 0.2 $747k 371.00 2014.26
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.2 $730k 2.6k 276.96
Alphabet Cap Stk Cl C (GOOG) 0.2 $729k 2.3k 313.80
Charles Schwab Corporation (SCHW) 0.2 $727k 7.3k 99.91
Raytheon Technologies Corp (RTX) 0.2 $714k 3.9k 183.40
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.2 $713k 16k 44.47
Truist Financial Corp equities (TFC) 0.2 $691k 14k 49.21
O'reilly Automotive (ORLY) 0.2 $675k 7.4k 91.21
Robinhood Mkts Com Cl A (HOOD) 0.2 $667k 5.9k 113.10
Intuitive Surgical Com New (ISRG) 0.2 $664k 1.2k 566.36
Lo (LOCO) 0.2 $656k 63k 10.46
Neos Etf Trust Real Estate High (IYRI) 0.2 $641k 13k 48.60
Graniteshares Etf Tr 2x Long Pltr (PTIR) 0.2 $629k 24k 26.73
Ishares Tr Global 100 Etf (IOO) 0.2 $619k 4.9k 126.67
On Hldg Namen Akt A (ONON) 0.2 $609k 13k 46.48
Microvision Inc Del Com New (MVIS) 0.2 $604k 730k 0.83
Illumina (ILMN) 0.2 $593k 4.5k 131.16
Transmedics Group (TMDX) 0.2 $592k 4.9k 121.65
Karooooo Ord Shs (KARO) 0.2 $592k 13k 45.50
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK) 0.2 $564k 24k 23.71
Amer Sports Com Shs (AS) 0.2 $564k 15k 37.35
Flex Ord (FLEX) 0.2 $562k 9.3k 60.42
Cloudflare Cl A Com (NET) 0.2 $561k 2.8k 197.15
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $560k 7.8k 71.42
Innodata Com New (INOD) 0.2 $552k 11k 50.95
Fiverr Intl Ord Shs (FVRR) 0.2 $547k 28k 19.76
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $544k 3.9k 141.05
Direxion Shs Etf Tr Daily Mu Bear (MUD) 0.2 $534k 91k 5.84
Grayscale Coindesk Crypto Usd Shs (GDLC) 0.2 $533k 13k 41.32
Servicenow (NOW) 0.2 $531k 3.5k 153.19
Sofi Technologies (SOFI) 0.2 $521k 20k 26.18
Aim Etf Products Trust Allianzim Us Lgr (AUGT) 0.2 $514k 14k 35.64
Dutch Bros Cl A (BROS) 0.2 $511k 8.4k 61.22
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 0.2 $511k 22k 22.97
Ge Vernova (GEV) 0.2 $510k 780.00 653.57
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.2 $508k 30k 16.92
Proshares Tr Ultrapro Srt Dow (SDOW) 0.2 $506k 16k 31.95
Simplify Exchange Traded Fun Barrier Income (SBAR) 0.2 $506k 19k 26.16
Toast Cl A (TOST) 0.2 $504k 14k 35.51
Five9 (FIVN) 0.2 $501k 25k 20.05
Tidal Trust Ii Yieldmax Short T 0.2 $500k 19k 25.89
Eversource Energy (ES) 0.2 $497k 7.4k 67.33
Wells Fargo & Company (WFC) 0.2 $493k 5.3k 93.20
Figure Technology Solutio Com Cl A (FIGR) 0.2 $486k 12k 40.84
Nxp Semiconductors N V (NXPI) 0.2 $478k 2.2k 217.06
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.2 $478k 9.6k 49.65
Spdr Series Trust State Street Spd (SPBO) 0.2 $477k 16k 29.34
Pure Storage Cl A (PSTG) 0.2 $471k 7.0k 67.01
Ishares Tr Rus 1000 Etf (IWB) 0.2 $468k 1.3k 373.51
Docusign (DOCU) 0.2 $468k 6.8k 68.40
Corning Incorporated (GLW) 0.2 $467k 5.3k 87.56
Fidelity Covington Trust Enhanced Large (FELC) 0.2 $467k 12k 38.17
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.2 $467k 14k 34.65
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.2 $464k 12k 40.23
Proshares Tr Short S&p 500 Ne (SH) 0.2 $461k 13k 36.03
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) 0.2 $458k 2.2k 205.60
RBB Us Treas 3 Mnth (TBIL) 0.2 $453k 9.1k 49.88
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 0.1 $450k 9.2k 48.70
First Tr Exchange-traded Ft Vest S&p 500 (KNG) 0.1 $449k 9.1k 49.15
Cameco Corporation (CCJ) 0.1 $445k 4.9k 91.49
Sezzle (SEZL) 0.1 $443k 7.0k 63.48
Graniteshares Etf Tr 2x Long Aapl Dai (AAPB) 0.1 $440k 14k 32.06
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $439k 16k 27.43
Pimco Dynamic Income SHS (PDI) 0.1 $439k 25k 17.71
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $436k 867.00 502.65
Guggenheim Strategic Opportu Com Sbi (GOF) 0.1 $430k 33k 12.88
Curtiss-Wright (CW) 0.1 $421k 763.00 551.27
Uipath Cl A (PATH) 0.1 $420k 26k 16.39
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $419k 6.3k 66.00
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ) 0.1 $416k 12k 35.84
Fs Kkr Capital Corp (FSK) 0.1 $415k 28k 14.81
Invesco Exch Trd Slf Idx Bulletshares 203 (BSCY) 0.1 $405k 19k 21.02
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $398k 4.0k 100.34
Annaly Capital Management In Com New (NLY) 0.1 $397k 18k 22.36
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.1 $383k 11k 34.26
Applied Digital Corp Com New (APLD) 0.1 $383k 16k 24.52
Direxion Shs Etf Tr Dly Aapl Bear 1x (AAPD) 0.1 $382k 29k 13.11
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $376k 5.3k 71.46
American Centy Etf Tr Us Quality Grow (QGRO) 0.1 $376k 3.3k 114.52
J P Morgan Exchange Traded F Small & Mid Cap (JMEE) 0.1 $376k 5.8k 64.38
Palo Alto Networks (PANW) 0.1 $375k 2.0k 184.20
Advanced Micro Devices (AMD) 0.1 $373k 1.7k 214.16
Allot SHS (ALLT) 0.1 $357k 36k 9.83
Gitlab Class A Com (GTLB) 0.1 $357k 9.5k 37.53
Vanguard World Mega Cap Index (MGC) 0.1 $354k 1.4k 251.17
D-wave Quantum (QBTS) 0.1 $353k 14k 26.15
Graniteshares Etf Tr 2x Long Coin Dai (CONL) 0.1 $352k 24k 14.65
Proshares Tr Ultrashort Russe (TWM) 0.1 $351k 11k 32.00
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) 0.1 $347k 21k 16.70
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $344k 4.3k 80.63
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $340k 6.9k 49.46
Proshares Tr Ultrapro Short (SQQQ) 0.1 $332k 4.9k 68.50
Procter & Gamble Company (PG) 0.1 $327k 2.3k 143.29
Snowflake Com Shs (SNOW) 0.1 $324k 1.5k 219.36
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $323k 3.1k 104.07
Vanguard World Mega Cap Val Etf (MGV) 0.1 $321k 2.3k 141.18
Ionq Inc Pipe (IONQ) 0.1 $310k 6.9k 44.87
Spdr Series Trust State Street Spd (SPYM) 0.1 $308k 3.8k 80.22
Calamos Etf Tr Cef Income & Arb (CCEF) 0.1 $308k 11k 28.82
Innovator Etfs Trust Ibd 50 Etf (FFTY) 0.1 $306k 8.8k 34.81
Aurora Innovation Class A Com (AUR) 0.1 $299k 78k 3.84
Oscar Health Cl A (OSCR) 0.1 $297k 21k 14.37
Proshares Tr Bitcoin Etf (BITO) 0.1 $291k 24k 12.16
Calamos Etf Tr Nasdaq Equity (CANQ) 0.1 $290k 9.7k 29.77
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.1 $284k 4.8k 59.28
Wisdomtree Tr Itl High Div Fd (DTH) 0.1 $281k 5.4k 51.60
Ishares Tr 20+ Year Tr Bd (TLTW) 0.1 $280k 12k 22.67
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $278k 11k 26.23
Grayscale Ethereum Trust Etf SHS (ETHE) 0.1 $275k 11k 24.37
Cbre Clarion Global Real Estat re (IGR) 0.1 $274k 63k 4.38
Global X Fds Msci Supdiv Ea (EFAS) 0.1 $274k 14k 19.41
Moody's Corporation (MCO) 0.1 $273k 535.00 510.85
Kraft Heinz (KHC) 0.1 $272k 11k 24.25
Capital Group Core Balanced SHS (CGBL) 0.1 $260k 7.4k 35.33
Global X Fds Us Infr Dev Etf (PAVE) 0.1 $252k 5.3k 47.79
Kraneshares Trust Kweb Coverd Call (KLIP) 0.1 $250k 8.3k 30.00
Visa Com Cl A (V) 0.1 $250k 713.00 350.71
Lam Research Corp Com New (LRCX) 0.1 $250k 1.5k 171.18
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $248k 3.3k 75.05
Johnson & Johnson (JNJ) 0.1 $247k 1.2k 207.00
Amplify Etf Tr Bitcoin 2 Percnt (BITY) 0.1 $246k 6.3k 39.18
Ishares Tr Residential Mult (REZ) 0.1 $245k 3.0k 82.63
Fmc Corp Com New (FMC) 0.1 $245k 18k 13.87
First Tr Exchange-traded Common Shs (FDD) 0.1 $245k 14k 17.50
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.1 $241k 2.6k 91.45
First Tr Exchange Traded Rba Indl Etf (AIRR) 0.1 $235k 2.4k 98.32
Boeing Company (BA) 0.1 $234k 1.1k 217.12
Global X Fds Artificial Etf (AIQ) 0.1 $233k 4.6k 50.85
Vanguard Index Fds Value Etf (VTV) 0.1 $232k 1.2k 190.99
Select Sector Spdr Tr State Street Fin (XLF) 0.1 $232k 4.2k 54.78
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.1 $232k 6.1k 38.32
Merck & Co (MRK) 0.1 $229k 2.2k 105.28
Abbvie (ABBV) 0.1 $225k 983.00 228.49
Realty Income (O) 0.1 $224k 4.0k 56.37
Spdr Series Trust State Street Spd (XNTK) 0.1 $223k 804.00 277.88
Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $222k 2.5k 88.07
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $222k 1.0k 219.88
Applovin Corp Com Cl A (APP) 0.1 $219k 325.00 673.82
Marriott Intl Cl A (MAR) 0.1 $217k 700.00 310.24
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $216k 861.00 250.26
Walt Disney Company (DIS) 0.1 $215k 1.9k 113.75
Carpenter Technology Corporation (CRS) 0.1 $214k 681.00 314.84
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $213k 7.2k 29.61
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $213k 1.7k 123.26
Spdr Series Trust State Street Spd (XHB) 0.1 $211k 2.1k 102.96
First Tr Exchange Traded Nasdq Cln Edge (GRID) 0.1 $211k 1.4k 153.02
Select Sector Spdr Tr State Street Hea (XLV) 0.1 $209k 1.4k 154.80
Ishares Tr U.s. Tech Etf (IYW) 0.1 $209k 1.0k 199.68
Spdr Series Trust State Street Spd (BIL) 0.1 $208k 2.3k 91.38
Wendy's/arby's Group (WEN) 0.1 $207k 25k 8.33
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.1 $203k 2.9k 69.47
Home Depot (HD) 0.1 $203k 590.00 343.90
Whirlpool Corporation (WHR) 0.1 $203k 2.8k 72.14
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.1 $201k 1.3k 156.66
Spdr Gold Tr Gold Shs (GLD) 0.1 $200k 505.00 396.31
PIMCO Corporate Income Fund (PCN) 0.1 $196k 15k 12.76
Venture Global Com Cl A (VG) 0.1 $152k 22k 6.82
Graniteshares Etf Tr 2x Long Smci Dai (SMCL) 0.0 $94k 21k 4.52
Rezolve Ai Ord Shs (RZLV) 0.0 $63k 25k 2.57
Greenlane Hldgs Cl A New (GNLN) 0.0 $26k 17k 1.57