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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 % |
Prosperity Wealth Management, ... Top Holdings of 2025-03-31
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| 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 | +16.54% | +8.97% | 57,581.0 | ||
SCHG | Schwab U.S. Large-Cap Growth ETF | 619,012 | 15,500.1 | +17.68% | 7.290 | +1.10% | 0.040 | +20.79% | +8.07% | 45,910.6 | ||
VOO | Vanguard S&P 500 ETF | 25,684 | 13,199.2 | -36.63% | 6.200 | -3.30% | 0.000 | +16.45% | +8.96% | 664,077.8 | ||
QQQ | INVESCO QQQ Trust | 21,052 | 9,871.5 | -44.62% | 4.640 | -3.57% | 0.000 | +21.03% | +10.81% | 360,250.4 | ||
MSFT | Microsoft Corp | 18,114 | 6,799.7 | -6.08% | 3.200 | -0.20% | 0.000 | +32.15% | +21.67% | 3,797,138.0 | Software | |
IUS | INVESCO EXC TR SEL | 106,973 | 5,280.2 | +6.01% | 2.480 | +0.14% | 0.850 | +11.19% | +6.59% | 640.8 | ||
SPHY | SPDR Portfolio High Yield Bond ETF | 199,138 | 4,663.8 | +920.80% | 2.190 | +1.98% | 0.060 | +3.86% | +4.90% | 8,872.3 | ||
AMZN | Amazon.com Inc | 24,095 | 4,584.3 | +6.97% | 2.150 | +0.14% | 0.000 | +24.49% | +5.85% | 2,465,435.5 | Retail - Cyclical | |
AAPL | Apple Inc | 20,258 | 4,500.0 | -22.06% | 2.120 | -0.59% | 0.000 | +2.72% | -14.43% | 3,192,682.2 | Hardware | |
NVDA | NVIDIA Corp | 37,790 | 4,095.7 | +0.12% | 1.930 | 0% | 0.000 | +63.25% | +29.40% | 4,237,094.2 | Semiconductors |
Prosperity Wealth Management, Inc.'s Historical Top Holdings Breakdowns
Prosperity Wealth Management, Inc.'s Top Stock Picks
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| 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 | $122.96 | 16.21% | Reduce -93.82% | 8,217 | -124,738 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | Reduce Reduce | -3.57% | 468.34 ($508.07) 539.52 | $565.01 | 11.21% | 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 | $583.26 | 7.90% | 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 | $23.71 | 0.34% | Add 920.8% | 199,138 | 179,630 | |
TQQQ | PROSHARES TRUST | 2025-03-31 | Add Add | +1.62% | 57.3 ($75.89) 90.4 | $88.43 | 16.52% | 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 | $102.62 | 11.23% | 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 | $30.06 | 9.75% | 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 | $719.18 | 19.52% | New holding | 3,164 | 3,164 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.59% | 209.68 ($231.67) 247.1 | $213.76 | -7.73% | 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 | $25.11 | 7.86% | Add 7.49% | 807,828 | 56,260 |
Prosperity Wealth Management, Inc. Total Holding History ($B)
Prosperity Wealth Management, Inc.'s Asset Allocation
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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