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Prosperity Wealth Management, Inc.

13F
Prosperity Wealth Management, Inc.
Last update 2025-04-18 217 Stocks (52 new)
Value $213.00 Mil Turnover 20 %
Countries:
Prosperity Wealth Management, ... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHX
Schwab U.S. Large-Cap ETF
807,828
17,836.8
+7.49%
8.380
+0.58%
0.040
+19.07%
+9.01%
57,603.9
 
SCHG
Schwab U.S. Large-Cap Growth ETF
619,012
15,500.1
+17.68%
7.290
+1.10%
0.040
+23.74%
+7.64%
45,727.4
 
VOO
Vanguard S&P 500 ETF
25,684
13,199.2
-36.63%
6.200
-3.30%
0.000
+18.82%
+8.89%
663,622.4
 
QQQ
INVESCO QQQ Trust
21,052
9,871.5
-44.62%
4.640
-3.57%
0.000
+24.17%
+10.57%
359,485.3
 
MSFT
Microsoft Corp
18,114
6,799.7
-6.08%
3.200
-0.20%
0.000
+35.37%
+20.48%
3,759,901.0
Software
IUS
INVESCO EXC TR SEL
106,973
5,280.2
+6.01%
2.480
+0.14%
0.850
+13.08%
+6.96%
643.3
 
SPHY
SPDR Portfolio High Yield Bond ETF
199,138
4,663.8
+920.80%
2.190
+1.98%
0.060
+4.89%
+5.04%
8,883.5
 
AMZN
Amazon.com Inc
24,095
4,584.3
+6.97%
2.150
+0.14%
0.000
+26.41%
+4.06%
2,423,607.1
Retail - Cyclical
AAPL
Apple Inc
20,258
4,500.0
-22.06%
2.120
-0.59%
0.000
+4.87%
-14.22%
3,200,643.0
Hardware
NVDA
NVIDIA Corp
37,790
4,095.7
+0.12%
1.930
0%
0.000
+66.29%
+27.19%
4,164,907.0
Semiconductors

Prosperity Wealth Management, Inc.'s Historical Top Holdings Breakdowns

Prosperity Wealth Management, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
QLD
ProShares Ultra QQQ 2x Shares
2025-03-31
Reduce
Reduce
-5.56%
88.88 ($105.81) 119.12
$122.42
15.70%
Reduce -93.82%
8,217
-124,738
QQQ
INVESCO QQQ Trust
2025-03-31
Reduce
Reduce
-3.57%
468.34 ($508.07) 539.52
$563.81
10.97%
Reduce -44.62%
21,052
-16,961
VOO
Vanguard S&P 500 ETF
2025-03-31
Reduce
Reduce
-3.30%
507.05 ($540.58) 563.67
$582.86
7.82%
Reduce -36.63%
25,684
-14,848
SPHY
SPDR Portfolio High Yield Bond ETF
2025-03-31
Add
Add
+1.98%
23.32 ($23.63) 23.84
$23.74
0.47%
Add 920.8%
199,138
179,630
TQQQ
PROSHARES TRUST
2025-03-31
Add
Add
+1.62%
57.3 ($75.89) 90.4
$87.84
15.75%
Add 2182.21%
62,601
59,858
SSO
ProShares Ultra S&P500 2x Shares
2025-03-31
Reduce
Reduce
-1.21%
80.57 ($92.26) 100.21
$102.53
11.13%
Reduce -66.89%
15,742
-31,796
SCHG
Schwab U.S. Large-Cap Growth ETF
2025-03-31
Add
Add
+1.10%
24.91 ($27.39) 29.02
$29.94
9.31%
Add 17.68%
619,012
93,007
GS
The Goldman Sachs Group Inc
2025-03-31
New Buy
New Buy
+0.81%
524.81 ($601.74) 672.19
$717.52
19.24%
New holding
3,164
3,164
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.59%
209.68 ($231.67) 247.1
$214.29
-7.50%
Reduce -22.06%
20,258
-5,733
SCHX
Schwab U.S. Large-Cap ETF
2025-03-31
Add
Add
+0.58%
21.75 ($23.28) 24.28
$25.12
7.90%
Add 7.49%
807,828
56,260

Prosperity Wealth Management, Inc. Total Holding History ($B)

To

Prosperity Wealth Management, Inc.'s Asset Allocation

To

Prosperity Wealth Management, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Prosperity Wealth Management, Inc.'s Hypothetical Growth since 2025-03-31

Prosperity Wealth Management, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Prosperity Wealth Management, Inc.'s Holdings Heat Map

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Prosperity Wealth Management, Inc.'s Holdings Bubble Chart

Prosperity Wealth Management, Inc. News

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