The Analysis of Prosperity Wealth Management, Inc.'s Holdings
Currently, Prosperity Wealth Management, Inc. holds 240 types of securities in its portfolio with a total value $294.6M. In the most recent quarter, they have increased their positions in APP (+2.5K shares, valued at $1.8M), PGR (+4.8K shares, valued at $1.2M), N/A (+170.2K shares, valued at $1.1M); decreased their positions in TQQQ (-29.7K shares, valued at $3.1M), QLD (-19.0K shares, valued at $2.6M), SSO (-20.9K shares, valued at $2.3M); initiated new positions in APP (+2.5K shares, valued at $1.8M), PGR (+4.8K shares, valued at $1.2M), LMAT (+10.7K shares, valued at $932.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SCHX SCHWAB STRATEGIC TR911.6K shares4.47%2025-09-302025-11-14
SCHG SCHWAB STRATEGIC TR723.1K shares4.11%2025-09-302025-11-14 VOO VANGUARD INDEX FDS23.9K shares-1.26%2025-09-302025-11-14 QQQ INVESCO QQQ TR19.4K shares-2.33%2025-09-302025-11-14 MSFT MICROSOFT CORP17.2K shares0.85%2025-09-302025-11-14 NVDA NVIDIA CORPORATION41.1K shares2.89%2025-09-302025-11-14 IUS INVESCO EXCH TRD SLF IDX FD128.8K shares-1.70%2025-09-302025-11-14 SPHY SPDR SERIES TRUST232.1K shares19.42%2025-09-302025-11-14 AMZN AMAZON COM INC23.4K shares5.47%2025-09-302025-11-14 PLTR PALANTIR TECHNOLOGIES INC26.3K shares8.47%2025-09-302025-11-14 AAPL APPLE INC18.3K shares-5.97%2025-09-302025-11-14 VONG VANGUARD SCOTTSDALE FDS34.8K shares8.36%2025-09-302025-11-14 IWP ISHARES TR25.6K shares22.25%2025-09-302025-11-14 ANET ARISTA NETWORKS INC22.6K shares2.14%2025-09-302025-11-14 MGK VANGUARD WORLD FD7.7K shares2.13%2025-09-302025-11-14 META META PLATFORMS INC4.0K shares-12.38%2025-09-302025-11-14 LRGG MACQUARIE ETF TRUST89.7K shares-28.45%2025-09-302025-11-14 GOOGL ALPHABET INC10.9K shares-6.15%2025-09-302025-11-14 UPRO PROSHARES TR23.8K shares-35.45%2025-09-302025-11-14 DKNG DRAFTKINGS INC NEW69.0K shares1.95%2025-09-302025-11-14 UBER UBER TECHNOLOGIES INC26.3K shares3.05%2025-09-302025-11-14 GS GOLDMAN SACHS GROUP INC3.2K shares-0.22%2025-09-302025-11-14 GBTC GRAYSCALE BITCOIN TRUST ETF26.1K shares17.59%2025-09-302025-11-14 ARKW ARK ETF TR13.0K shares7.80%2025-09-302025-11-14 PG PROCTER AND GAMBLE CO13.9K shares-3.31%2025-09-302025-11-14 FNDX SCHWAB STRATEGIC TR80.6K shares59.67%2025-09-302025-11-14 SHOP SHOPIFY INC14.2K shares4.15%2025-09-302025-11-14 TQQQ PROSHARES TR20.1K shares-59.62%2025-09-302025-11-14 TSLA TESLA INC4.3K shares1.51%2025-09-302025-11-14 LLY ELI LILLY & CO2.5K shares9.65%2025-09-302025-11-14 APP APPLOVIN CORP2.5K sharesnew addition2025-09-302025-11-14 TRGP TARGA RES CORP10.9K shares0.00%2025-09-302025-11-14 BXMX NUVEEN S&P 500 BUY-WRITE INC125.5K shares1.42%2025-09-302025-11-14 AVGO BROADCOM INC5.2K shares6.95%2025-09-302025-11-14 SGOV ISHARES TR16.8K shares-2.17%2025-09-302025-11-14 WYNN WYNN RESORTS LTD13.1K shares0.00%2025-09-302025-11-14 CRWD CROWDSTRIKE HLDGS INC3.4K shares14.31%2025-09-302025-11-14 MU MICRON TECHNOLOGY INC9.6K shares83.73%2025-09-302025-11-14 IVV ISHARES TR2.4K shares20.68%2025-09-302025-11-14 GE GE AEROSPACE5.1K shares5.54%2025-09-302025-11-14 PTY PIMCO CORPORATE & INCOME OPP95.8K shares31.30%2025-09-302025-11-14 YQQQ TIDAL TRUST II107.6K shares93.63%2025-09-302025-11-14 VRT VERTIV HOLDINGS CO9.0K shares-0.62%2025-09-302025-11-14 XOM EXXON MOBIL CORP11.7K shares-0.57%2025-09-302025-11-14 VST VISTRA CORP6.7K shares4.48%2025-09-302025-11-14 SPTS SPDR SERIES TRUST44.2K shares-13.87%2025-09-302025-11-14 DASH DOORDASH INC4.7K shares0.21%2025-09-302025-11-14 AGGH SIMPLIFY EXCHANGE TRADED FUN59.3K shares7.90%2025-09-302025-11-14 ASML ASML HOLDING N V1.2K shares-19.45%2025-09-302025-11-14 SOXS DIREXION SHS ETF TR230.7K shares360.71%2025-09-302025-11-14 PGR PROGRESSIVE CORP4.8K sharesnew addition2025-09-302025-11-14 IWF ISHARES TR2.5K shares1.02%2025-09-302025-11-14 IBM INTERNATIONAL BUSINESS MACHS4.0K shares79.45%2025-09-302025-11-14 RFIX SIMPLIFY EXCHANGE TRADED FUN26.5K shares63.32%2025-09-302025-11-14 JEPI J P MORGAN EXCHANGE TRADED F19.1K shares-19.12%2025-09-302025-11-14 ORCL ORACLE CORP3.9K shares7.07%2025-09-302025-11-14 NFLX NETFLIX INC882 shares6.65%2025-09-302025-11-14 JPM JPMORGAN CHASE & CO.3.3K shares0.68%2025-09-302025-11-14 RSP INVESCO EXCHANGE TRADED FD T5.3K shares-4.65%2025-09-302025-11-14 IDV ISHARES TR27.7K shares67.11%2025-09-302025-11-14 CONL GRANITESHARES ETF TR27.1K shares-2.69%2025-09-302025-11-14 CEG CONSTELLATION ENERGY CORP3.0K shares3.41%2025-09-302025-11-14 SMH VANECK ETF TRUST3.1K shares18.52%2025-09-302025-11-14 PNC PNC FINL SVCS GROUP INC4.8K shares30.11%2025-09-302025-11-14 SHLD GLOBAL X FDS13.6K shares28.04%2025-09-302025-11-14 BAC BANK AMERICA CORP18.4K shares-0.57%2025-09-302025-11-14 MVIS MICROVISION INC DEL761.9K shares4.85%2025-09-302025-11-14 STRL STERLING INFRASTRUCTURE INC2.8K shares9.33%2025-09-302025-11-14 LMAT LEMAITRE VASCULAR INC10.7K sharesnew addition2025-09-302025-11-14 XLK SELECT SECTOR SPDR TR3.3K shares-9.52%2025-09-302025-11-14 QLD PROSHARES TR6.6K shares-74.06%2025-09-302025-11-14 DIPS TIDAL TRUST II150.3K shares150.60%2025-09-302025-11-14 EMEQ MACQUARIE ETF TRUST25.0K shares156.40%2025-09-302025-11-14 PRIM PRIMORIS SVCS CORP6.3K shares4.53%2025-09-302025-11-14 OEF ISHARES TR2.6K shares-1.60%2025-09-302025-11-14 SPY SPDR S&P 500 ETF TR1.3K shares28.93%2025-09-302025-11-14 VUG VANGUARD INDEX FDS1.8K shares2.97%2025-09-302025-11-14 ALAB ASTERA LABS INC4.3K shares4.07%2025-09-302025-11-14 CLS CELESTICA INC3.4K shares4.95%2025-09-302025-11-14 EMR EMERSON ELEC CO6.3K shares97.86%2025-09-302025-11-14 SSO PROSHARES TR7.3K shares-74.02%2025-09-302025-11-14 INOD INNODATA INC10.5K shares3.96%2025-09-302025-11-14 HOOD ROBINHOOD MKTS INC5.6K shares13.37%2025-09-302025-11-14 MESO MESOBLAST LTD50.0K shares-0.30%2025-09-302025-11-14 ORLY OREILLY AUTOMOTIVE INC7.4K shares-0.96%2025-09-302025-11-14 DECK DECKERS OUTDOOR CORP7.7K shares6.77%2025-09-302025-11-14 AXON AXON ENTERPRISE INC1.1K shares9.63%2025-09-302025-11-14 LIF LIFE360 INC7.3K shares6.07%2025-09-302025-11-14 VEEV VEEVA SYS INC2.6K shares9.18%2025-09-302025-11-14 AMZZ GRANITESHARES ETF TR25.6K sharesnew addition2025-09-302025-11-14 INTU INTUIT1.1K shares11.65%2025-09-302025-11-14 VTI VANGUARD INDEX FDS2.3K shares-8.01%2025-09-302025-11-14 CRWV COREWEAVE INC5.4K shares53.19%2025-09-302025-11-14 FSK FS KKR CAP CORP47.7K shares30.14%2025-09-302025-11-14 MDB MONGODB INC2.3K sharesnew addition2025-09-302025-11-14 IWY ISHARES TR2.5K shares-4.03%2025-09-302025-11-14 VRTX VERTEX PHARMACEUTICALS INC1.8K sharesnew addition2025-09-302025-11-14 TTD THE TRADE DESK INC14.0K sharesnew addition2025-09-302025-11-14 VEA VANGUARD TAX-MANAGED FDS11.3K shares-14.80%2025-09-302025-11-14 BUCK SIMPLIFY EXCHANGE TRADED FUN27.9K shares52.76%2025-09-302025-11-14 RTX RTX CORPORATION3.9K shares0.46%2025-09-302025-11-14 RKLB ROCKET LAB CORP13.5K shares47.66%2025-09-302025-11-14 TFC TRUIST FINL CORP14.0K shares0.06%2025-09-302025-11-14 FFTY INNOVATOR ETFS TRUST17.0K sharesnew addition2025-09-302025-11-14 SCHW SCHWAB CHARLES CORP6.7K shares5.28%2025-09-302025-11-14 NOW SERVICENOW INC688 shares19.44%2025-09-302025-11-14 APLD APPLIED DIGITAL CORP27.0K sharesnew addition2025-09-302025-11-14 IOO ISHARES TR5.1K shares-5.08%2025-09-302025-11-14 KNG FIRST TR EXCHANGE-TRADED FD12.2K shares21.97%2025-09-302025-11-14 IYRI NEOS ETF TRUST11.8K shares89.19%2025-09-302025-11-14 ZBRA ZEBRA TECHNOLOGIES CORPORATI2.0K sharesnew addition2025-09-302025-11-14 QBTS D-WAVE QUANTUM INC24.0K shares31.34%2025-09-302025-11-14 OSCR OSCAR HEALTH INC31.3K shares-55.83%2025-09-302025-11-14 WMT WALMART INC5.7K shares-0.05%2025-09-302025-11-14 SPLV INVESCO EXCH TRADED FD TR II7.9K shares-0.81%2025-09-302025-11-14 ULTY TIDAL TRUST II104.5K sharesnew addition2025-09-302025-11-14 ELF E L F BEAUTY INC4.3K sharesnew addition2025-09-302025-11-14 TIDAL TRUST II TIDAL TRUST II13.3K sharesnew addition2025-09-302025-11-14 KNSA KINIKSA PHARMACEUTICALS INTL13.9K sharesnew addition2025-09-302025-11-14 SCHI SCHWAB STRATEGIC TR22.9K shares-0.66%2025-09-302025-11-14 ES EVERSOURCE ENERGY7.4K shares1.31%2025-09-302025-11-14 OPFI OPPFI INC46.0K shares35.69%2025-09-302025-11-14 IONQ IONQ INC8.4K shares4.67%2025-09-302025-11-14 IREN IREN LIMITED10.9K sharesnew addition2025-09-302025-11-14 SQQQ PROSHARES TR33.5K shares-6.38%2025-09-302025-11-14 GOOG ALPHABET INC2.1K shares20.33%2025-09-302025-11-14 UNH UNITEDHEALTH GROUP INC1.5K shares-60.34%2025-09-302025-11-14 SOFI SOFI TECHNOLOGIES INC19.1K shares13.80%2025-09-302025-11-14 AUGT AIM ETF PRODUCTS TRUST14.4K shares0.00%2025-09-302025-11-14 SPBO SPDR SERIES TRUST16.8K shares0.04%2025-09-302025-11-14 PYPL PAYPAL HLDGS INC7.3K shares3.86%2025-09-302025-11-14 SERV SERVE ROBOTICS INC42.0K shares162.50%2025-09-302025-11-14 BUFQ FIRST TR EXCHNG TRADED FD VI13.9K shares-40.61%2025-09-302025-11-14 IWB ISHARES TR1.3K shares-0.68%2025-09-302025-11-14 NTES NETEASE INC3.1K shares17.87%2025-09-302025-11-14 BITO PROSHARES TR23.9K shares-2.23%2025-09-302025-11-14 CMG CHIPOTLE MEXICAN GRILL INC11.8K sharesnew addition2025-09-302025-11-14 TBIL RBB FD INC9.3K shares2.78%2025-09-302025-11-14 FELC FIDELITY COVINGTON TRUST12.2K shares-1.99%2025-09-302025-11-14 BUFR FIRST TR EXCHNG TRADED FD VI13.4K shares-38.54%2025-09-302025-11-14 KARO KAROOOOO LTD7.8K sharesnew addition2025-09-302025-11-14 USOY TIDAL TRUST II57.3K shares148.16%2025-09-302025-11-14 LEVI LEVI STRAUSS & CO NEW18.9K sharesnew addition2025-09-302025-11-14 MBLY MOBILEYE GLOBAL INC31.1K sharesnew addition2025-09-302025-11-14 TOST TOAST INC12.0K sharesnew addition2025-09-302025-11-14 JPIB J P MORGAN EXCHANGE TRADED F8.8K shares17.85%2025-09-302025-11-14 IJH ISHARES TR6.6K shares2.66%2025-09-302025-11-14 CCL CARNIVAL CORP14.6K sharesnew addition2025-09-302025-11-14 PANW PALO ALTO NETWORKS INC2.0K shares32.49%2025-09-302025-11-14 CW CURTISS WRIGHT CORP763 shares0.00%2025-09-302025-11-14 TIDAL TRUST II TIDAL TRUST II23.0K sharesnew addition2025-09-302025-11-14 BRK.B BERKSHIRE HATHAWAY INC DEL811 shares1.25%2025-09-302025-11-14 SCHD SCHWAB STRATEGIC TR14.6K shares2.46%2025-09-302025-11-14 ARKB ARK 21SHARES BITCOIN ETF10.4K sharesnew addition2025-09-302025-11-14 CGGR CAPITAL GROUP GROWTH ETF8.9K shares20.16%2025-09-302025-11-14 DOCU DOCUSIGN INC5.4K sharesnew addition2025-09-302025-11-14 SMCI SUPER MICRO COMPUTER INC8.1K shares97.71%2025-09-302025-11-14 DOCS DOXIMITY INC5.2K sharesnew addition2025-09-302025-11-14 SOUN SOUNDHOUND AI INC23.6K shares6.41%2025-09-302025-11-14 VOT VANGUARD INDEX FDS1.3K shares-5.81%2025-09-302025-11-14 PDI PIMCO DYNAMIC INCOME FD18.8K shares8.75%2025-09-302025-11-14 MSTR STRATEGY INC1.1K shares33.61%2025-09-302025-11-14 AJG GALLAGHER ARTHUR J & CO1.2K sharesnew addition2025-09-302025-11-14 VTIP VANGUARD MALVERN FDS7.0K shares-0.71%2025-09-302025-11-14 OUST OUSTER INC13.0K shares5.48%2025-09-302025-11-14 NEUP NEUPHORIA THERAPEUTICS INC29.8K shares0.25%2025-09-302025-11-14 JMEE J P MORGAN EXCHANGE TRADED F5.5K shares-0.76%2025-09-302025-11-14 U UNITY SOFTWARE INC8.7K sharesnew addition2025-09-302025-11-14 HYG ISHARES TR4.3K shares-3.14%2025-09-302025-11-14 BROS DUTCH BROS INC6.5K shares7.82%2025-09-302025-11-14 IBIT ISHARES BITCOIN TRUST ETF5.2K shares3.87%2025-09-302025-11-14 GRAB GRAB HOLDINGS LIMITED55.2K sharesnew addition2025-09-302025-11-14 NNE NANO NUCLEAR ENERGY INC8.6K sharesnew addition2025-09-302025-11-14 GOF GUGGENHEIM STRATEGIC OPPORTU21.8K shares0.39%2025-09-302025-11-14 NOBL PROSHARES TR3.1K shares-29.54%2025-09-302025-11-14 PATH UIPATH INC23.9K shares12.74%2025-09-302025-11-14 BIL SPDR SERIES TRUST3.4K shares-46.00%2025-09-302025-11-14 UNG UNITED STS NAT GAS FD LP23.9K sharesnew addition2025-09-302025-11-14 CCEF CALAMOS ETF TR10.7K shares5.88%2025-09-302025-11-14 GO GROCERY OUTLET HLDG CORP19.0K sharesnew addition2025-09-302025-11-14 CANQ CALAMOS ETF TR10.1K shares14.17%2025-09-302025-11-14 MGC VANGUARD WORLD FD1.2K shares5.07%2025-09-302025-11-14 SPYM SPDR SERIES TRUST3.8K shares0.00%2025-09-302025-11-14 MGV VANGUARD WORLD FD2.2K shares-3.54%2025-09-302025-11-14 GEV GE VERNOVA INC478 sharesnew addition2025-09-302025-11-14 VT VANGUARD INTL EQUITY INDEX F2.1K shares11.91%2025-09-302025-11-14 NLY ANNALY CAPITAL MANAGEMENT IN14.4K sharesnew addition2025-09-302025-11-14 OPRT OPORTUN FINL CORP46.3K sharesnew addition2025-09-302025-11-14 DTH WISDOMTREE TR5.7K shares-0.83%2025-09-302025-11-14 BSCY INVESCO EXCH TRD SLF IDX FD13.4K sharesnew addition2025-09-302025-11-14 ALLT ALLOT LTD26.4K shares-25.21%2025-09-302025-11-14 ETHE GRAYSCALE ETHEREUM TRUST ETF8.1K sharesnew addition2025-09-302025-11-14 TDOC TELADOC HEALTH INC36.0K sharesnew addition2025-09-302025-11-14 BIVI BIOVIE INC143.5K sharesnew addition2025-09-302025-11-14 QGRO AMERICAN CENTY ETF TR2.4K sharesnew addition2025-09-302025-11-14 SDVY FIRST TR EXCHANGE-TRADED FD7.1K shares-13.13%2025-09-302025-11-14 EFAS GLOBAL X FDS14.2K shares-0.28%2025-09-302025-11-14 BSCU INVESCO EXCH TRD SLF IDX FD15.8K shares27.11%2025-09-302025-11-14 CGUS CAPITAL GROUP CORE EQUITY ET6.6K sharesnew addition2025-09-302025-11-14 SCHB SCHWAB STRATEGIC TR10.1K sharesnew addition2025-09-302025-11-14 AMD ADVANCED MICRO DEVICES INC1.6K shares-76.11%2025-09-302025-11-14 MCO MOODYS CORP535 shares0.38%2025-09-302025-11-14 XHB SPDR SERIES TRUST2.3K sharesnew addition2025-09-302025-11-14 PAVE GLOBAL X FDS5.3K shares0.00%2025-09-302025-11-14 SPHQ INVESCO EXCHANGE TRADED FD T3.4K shares-4.88%2025-09-302025-11-14 REZ ISHARES TR2.9K shares5.19%2025-09-302025-11-14 AIQ GLOBAL X FDS4.9K shares-1.78%2025-09-302025-11-14 V VISA INC708 shares-1.12%2025-09-302025-11-14 O REALTY INCOME CORP4.0K shares0.00%2025-09-302025-11-14 HD HOME DEPOT INC595 shares0.85%2025-09-302025-11-14 XNTK SPDR SERIES TRUST882 shares-1.56%2025-09-302025-11-14 FDD FIRST TR EXCHANGE-TRADED FD14.5K shares-0.49%2025-09-302025-11-14 BA BOEING CO1.1K shares0.37%2025-09-302025-11-14 CGGO CAPITAL GROUP GBL GROWTH EQT6.7K sharesnew addition2025-09-302025-11-14 DIS DISNEY WALT CO2.0K shares-4.89%2025-09-302025-11-14 MINT PIMCO ETF TR2.3K sharesnew addition2025-09-302025-11-14 ABBV ABBVIE INC977 sharesnew addition2025-09-302025-11-14 ARKO ARKO CORP49.5K sharesnew addition2025-09-302025-11-14 PCN PIMCO CORPORATE & INCM STRG16.9K shares11.21%2025-09-302025-11-14 MTUM ISHARES TR876 shares-0.57%2025-09-302025-11-14 NEXN NEXXEN INTL LTD24.2K sharesnew addition2025-09-302025-11-14 DLN WISDOMTREE TR2.5K sharesnew addition2025-09-302025-11-14 JNJ JOHNSON & JOHNSON1.1K sharesnew addition2025-09-302025-11-14 VIGI VANGUARD WHITEHALL FDS2.3K sharesnew addition2025-09-302025-11-14 IVW ISHARES TR1.7K sharesnew addition2025-09-302025-11-14 CIBR FIRST TR EXCHANGE TRADED FD2.7K shares-11.14%2025-09-302025-11-14 VTV VANGUARD INDEX FDS1.1K sharesnew addition2025-09-302025-11-14 TT TRANE TECHNOLOGIES PLC487 shares-0.81%2025-09-302025-11-14 IYW ISHARES TR1.0K sharesnew addition2025-09-302025-11-14 DFAS DIMENSIONAL ETF TRUST2.9K sharesnew addition2025-09-302025-11-14 NVCR NOVOCURE LTD14.7K sharesnew addition2025-09-302025-11-14 VG VENTURE GLOBAL INC13.3K shares3.09%2025-09-302025-11-14 BSCV INVESCO EXCH TRD SLF IDX FD10.8K sharesnew addition2025-09-302025-11-14 ANIX ANIXA BIOSCIENCES INC41.8K shares14.52%2025-09-302025-11-14 COYA COYA THERAPEUTICS INC23.8K shares16.38%2025-09-302025-11-14 ADAPY ADAPTIMMUNE THERAPEUTICS PLC19.2K shares-2.71%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available