Prosperity Wealth Management, Inc.
CIK Number: 0001991463
212.75M
Market Value
194
# of Holdings
4 months
Avg. Holding Period
37.04%
Win Rate
65.93%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard 500 In... | 553.40 | +0.84% | 40.53K | +40.11% | 21.84M | 482.77 | 8.98% |
| 2 | QQQ | Invesco QQQ Tru... | 533.67 | +1.27% | 38.01K | +49.81% | 19.43M | 459.64 | 7.99% |
| 3 | SCHX | Schwab U.S. Lar... | 23.83 | +0.87% | 751.57K | +245.19% | 17.42M | 17.66 | 7.17% |
| 4 | SCHG | Schwab U.S. Lar... | 28.20 | +1.13% | 526K | +371.40% | 14.66M | 18.91 | 6.03% |
| 5 | QLD | ProShares Ultra... | 110.34 | +2.54% | 132.96K | -65.37% | 14.39M | 100.7 | 5.92% |
| 6 | MSFT | Microsoft Corpo... | 478.44 | +0.73% | 19.29K | -5.7% | 8.13M | 268.92 | 3.34% |
| 7 | AAPL | Apple Inc. | 198.10 | +0.84% | 25.99K | -1.19% | 6.51M | 135.92 | 2.68% |
| 8 | NVDA | NVIDIA Corporat... | 144.56 | +1.82% | 37.75K | -29.08% | 5.07M | 82.29 | 2.09% |
| 9 | IUS | Invesco RAFI St... | 50.77 | +0.78% | 100.91K | +2.84% | 5.01M | 40.3 | 2.06% |
| 10 | AMZN | Amazon.com, Inc... | 216.06 | +1.87% | 22.52K | +6.01% | 4.94M | 127.67 | 2.03% |
| 11 | SSO | ProShares Ultra... | 92.67 | +1.68% | 47.54K | -72.87% | 4.4M | 90.17 | 1.81% |
| 12 | MGK | Vanguard Mega C... | 353.82 | +1.25% | 9.61K | +12.04% | 3.3M | 288.81 | 1.36% |
| 13 | VONG | Vanguard Russel... | 105.52 | +1.06% | 30.59K | +7.89% | 3.16M | 87.53 | 1.30% |
| 14 | PG | The Procter & G... | 160.70 | +0.26% | 14.75K | -0.01% | 2.47M | 146.71 | 1.02% |
| 15 | DKNG | DraftKings Inc. | 37.84 | +3.66% | 62.11K | +17.06% | 2.31M | 40.77 | 0.95% |
| 16 | IJH | iShares Core S&... | 60.66 | +0.67% | 35.01K | +7.81% | 2.18M | 59.17 | 0.90% |
| 17 | ANET | Arista Networks... | 95.01 | +2.88% | 19.52K | +100.00% | 2.16M | 110.53 | 0.89% |
| 18 | XLK | Technology Sele... | 242.79 | +1.51% | 8.84K | -15.58% | 2.05M | 167.27 | 0.85% |
| 19 | TRGP | Targa Resources... | 171.19 | -2.07% | 11.33K | -11.26% | 2.02M | 112.27 | 0.83% |
| 20 | META | Meta Platforms,... | 701.33 | +2.70% | 3.4K | +7.18% | 1.99M | 460.07 | 0.82% |
| 21 | OEF | iShares S&P 100... | 295.09 | +0.81% | 6.89K | +8.88% | 1.99M | 267.89 | 0.82% |
| 22 | MESO | Mesoblast Limit... | 12.30 | +4.41% | 93.25K | +1.96% | 1.85M | 6.47 | 0.76% |
| 23 | LLY | Eli Lilly and C... | 807.13 | -1.49% | 2.12K | +6.79% | 1.64M | 784.76 | 0.67% |
| 24 | GOOGL | Alphabet Inc. | 176.59 | +1.10% | 8.48K | +1.28% | 1.61M | 133.49 | 0.66% |
| 25 | WYNN | Wynn Resorts, L... | 88.58 | +5.23% | 17.5K | -4.08% | 1.51M | 82.47 | 0.62% |
| 26 | UBER | Uber Technologi... | 85.05 | +1.33% | 23.72K | +41.71% | 1.43M | 60.01 | 0.59% |
| 27 | SGOV | iShares 0-3 Mon... | 100.54 | +0.01% | 14.22K | -0.45% | 1.43M | 100.15 | 0.59% |
| 28 | XOM | Exxon Mobil Cor... | 112.42 | +0.26% | 12.58K | +0.56% | 1.35M | 110.89 | 0.56% |
| 29 | CONL | GraniteShares E... | 26.94 | +15.33% | 37.23K | +100.00% | 1.31M | 35.29 | 0.54% |
| 30 | ASML | ASML Holding N.... | 773.75 | +1.68% | 1.89K | +132.27% | 1.31M | 824.32 | 0.54% |
| 31 | SSUS | Day Hagan/Ned D... | 43.71 | +1.11% | 29.98K | -0.89% | 1.26M | 34.12 | 0.52% |
| 32 | IWM | iShares Russell... | 210.52 | +0.78% | 5.59K | +100.00% | 1.24M | 220.96 | 0.51% |
| 33 | SMH | VanEck Semicond... | 263.27 | +2.44% | 4.99K | -26.88% | 1.21M | 243.29 | 0.50% |
| 34 | NVDL | GraniteShares 1... | 59.49 | +3.64% | 18.1K | +100.00% | 1.2M | 66.39 | 0.49% |
| 35 | IVV | iShares Core S&... | 603.05 | +0.54% | 1.9K | +1.77% | 1.12M | 428.08 | 0.46% |
| 36 | SHOP | Shopify Inc. | 108.28 | +2.79% | 10.38K | -45.02% | 1.1M | 47.43 | 0.45% |
| 37 | OSCR | Oscar Health, I... | 14.98 | +7.38% | 79.28K | +92.86% | 1.07M | 14.23 | 0.44% |
| 38 | JEPI | JPMorgan Equity... | 56.23 | +0.33% | 17.18K | -43.45% | 988.57K | 54.7 | 0.41% |
| 39 | SPTS | SPDR Portfolio ... | 29.14 | +0.02% | 33.91K | -7.42% | 983.79K | 28.88 | 0.40% |
| 40 | IWF | iShares Russell... | 409.82 | +1.05% | 2.41K | 0.00% | 968.61K | 354.1 | 0.40% |
| 41 | FAZ | Direxion Daily ... | 4.98 | -3.11% | 150.46K | +72.95% | 958.4K | 7.26 | 0.39% |
| 42 | HYG | iShares iBoxx $... | 79.53 | +0.21% | 12.17K | -5.17% | 957.13K | 76.92 | 0.39% |
| 43 | TSLA | Tesla, Inc. | 329.06 | +1.15% | 2.35K | -3.77% | 948.74K | 207.12 | 0.39% |
| 44 | ARKW | ARK Next Genera... | 135.83 | +4.47% | 8.59K | +60.42% | 927.42K | 93.74 | 0.38% |
| 45 | CCL | Carnival Corpor... | 23.80 | +6.22% | 36.4K | +100.00% | 906.99K | 24.92 | 0.37% |
| 46 | PYLD | PIMCO ETF Trust... | 26.18 | -0.08% | 34.26K | -18.95% | 887.89K | 25.93 | 0.37% |
| 47 | ISRG | Intuitive Surgi... | 518.65 | +1.26% | 1.69K | +7.92% | 881.59K | 450.19 | 0.36% |
| 48 | SCHQ | Schwab Long-Ter... | 30.98 | -0.78% | 26.81K | -14.12% | 842.58K | 34.99 | 0.35% |
| 49 | JPM | JPMorgan Chase ... | 270.01 | +1.91% | 3.42K | +1.33% | 820.99K | 150.27 | 0.34% |
| 50 | DASH | DoorDash, Inc. | 221.46 | +1.14% | 4.75K | -2.22% | 796.31K | 118.55 | 0.33% |
| 51 | VRT | Vertiv Holdings... | 116.74 | +5.20% | 6.92K | -18.66% | 785.95K | 92.26 | 0.32% |
| 52 | PANW | Palo Alto Netwo... | 197.87 | +0.82% | 4.25K | +26.08% | 773.33K | 161.82 | 0.32% |
| 53 | BBMC | JPMorgan BetaBu... | 95.28 | +1.22% | 7.78K | +13.11% | 748.86K | 91.29 | 0.31% |
| 54 | BITO | ProShares Bitco... | 21.74 | +3.22% | 32.7K | -5.76% | 745.02K | 30.64 | 0.31% |
| 55 | BUFQ | FT Cboe Vest Fu... | 32.66 | +1.19% | 23.68K | +7.70% | 744.36K | 28.26 | 0.31% |
| 56 | NVO | Novo Nordisk A/... | 76.93 | -3.63% | 8.63K | +13.50% | 742.18K | 122.68 | 0.31% |
| 57 | NFLX | Netflix, Inc. | 1224.68 | +1.03% | 831 | -2.24% | 740.69K | 615.2 | 0.30% |
| 58 | CRWD | CrowdStrike Hol... | 479.14 | -0.31% | 2.11K | +102.98% | 721.62K | 259.2 | 0.30% |
| 59 | PNC | The PNC Financi... | 174.97 | +0.92% | 3.69K | +0.38% | 711.63K | 156.19 | 0.29% |
| 60 | SOUN | SoundHound AI, ... | 9.71 | +6.76% | 35.41K | -29.66% | 702.5K | 3.91 | 0.29% |
| 61 | DOCU | DocuSign, Inc. | 75.59 | +2.07% | 7.58K | +4.05% | 682.2K | 59.65 | 0.28% |
| 62 | CRM | Salesforce, Inc... | 263.23 | +1.87% | 1.99K | +100.00% | 664.65K | 334.33 | 0.27% |
| 63 | PLTR | Palantir Techno... | 141.39 | +2.90% | 8.63K | -49.28% | 652.84K | 12.3 | 0.27% |
| 64 | IWB | iShares Russell... | 329.80 | +0.60% | 2.03K | -2.46% | 652.83K | 298.16 | 0.27% |
| 65 | VTI | Vanguard Total ... | 296.15 | +0.88% | 2.24K | +25.13% | 649.47K | 211.31 | 0.27% |
| 66 | NOBL | ProShares S&P 5... | 100.17 | +0.38% | 6.46K | -3.21% | 642.75K | 90.15 | 0.26% |
| 67 | PAYC | Paycom Software... | 246.20 | +0.49% | 3.13K | -48.43% | 641.56K | 166.57 | 0.26% |
| 68 | ARM | Arm Holdings pl... | 142.05 | +4.80% | 5.08K | +12.50% | 627.29K | 98.73 | 0.26% |
| 69 | ORLY | O'Reilly Automo... | 88.05 | -2.07% | 526 | -24.43% | 623.73K | 949.24 | 0.26% |
| 70 | TFC | Truist Financia... | 39.37 | +1.03% | 14.02K | 0.00% | 608.36K | 43.03 | 0.25% |
| 71 | SCHD | Schwab U.S. Div... | 26.89 | -0.02% | 22.2K | +237.01% | 606.47K | 25.33 | 0.25% |
| 72 | GE | General Electri... | 236.08 | -0.22% | 3.54K | +100.00% | 590K | 166.79 | 0.24% |
| 73 | AVGO | Broadcom Inc. | 251.71 | +1.21% | 2.54K | +6.13% | 589.8K | 175.93 | 0.24% |
| 74 | DDOG | Datadog, Inc. | 121.86 | +1.17% | 4.11K | +100.00% | 587.28K | 142.89 | 0.24% |
| 75 | EMR | Emerson Electri... | 128.64 | +2.47% | 4.74K | -35.37% | 586.95K | 101.76 | 0.24% |
| 76 | GLD | SPDR Gold Share... | 311.93 | -1.38% | 2.38K | -25.71% | 575.06K | 191.5 | 0.24% |
| 77 | BUFR | First Trust Cbo... | 31.21 | +0.61% | 18.6K | +25.56% | 566.77K | 30.01 | 0.23% |
| 78 | DECK | Deckers Outdoor... | 103.68 | +2.17% | 2.78K | +2.78% | 563.98K | 156.46 | 0.23% |
| 79 | PYPL | PayPal Holdings... | 72.21 | +1.95% | 6.6K | +5.95% | 563.48K | 78.44 | 0.23% |
| 80 | SPLV | Invesco S&P 500... | 72.21 | -0.3% | 7.93K | -5.85% | 555.19K | 63.83 | 0.23% |
| 81 | FSK | FS KKR Capital ... | 20.97 | -0.94% | 25.49K | +100.00% | 553.66K | 21.72 | 0.23% |
| 82 | PAVE | Global X U.S. I... | 42.34 | +0.89% | 13.51K | -0.36% | 545.91K | 32.52 | 0.22% |
| 83 | TSM | Taiwan Semicond... | 215.33 | +2.00% | 2.75K | +8.93% | 542.11K | 150.79 | 0.22% |
| 84 | AMD | Advanced Micro ... | 126.24 | +8.68% | 4.48K | -5.06% | 541.5K | 152.94 | 0.22% |
| 85 | BIL | SPDR Bloomberg ... | 91.59 | +0.01% | 5.89K | -10.53% | 538.93K | 91.69 | 0.22% |
| 86 | CEG | Constellation E... | 307.85 | +3.69% | 2.35K | -2.16% | 525.96K | 188.11 | 0.22% |
| 87 | SFM | Sprouts Farmers... | 160.38 | +1.56% | 4.14K | +16.37% | 525.69K | 112.75 | 0.22% |
| 88 | TEVA | Teva Pharmaceut... | 17.50 | +2.97% | 22.9K | +100.00% | 504.72K | 22.04 | 0.21% |
| 89 | BROS | Dutch Bros Inc. | 70.47 | +3.43% | 9.59K | +4.75% | 502.06K | 41.15 | 0.21% |
| 90 | PGR | The Progressive... | 266.19 | -0.62% | 2.1K | +100.00% | 501.98K | 239.61 | 0.21% |
| 91 | MDB | MongoDB, Inc. | 202.44 | -1.55% | 2.14K | +43.08% | 497.98K | 320.82 | 0.20% |
| 92 | SVOL | Simplify Volati... | 17.01 | -0.41% | 23.92K | +109.35% | 497.25K | 21.35 | 0.20% |
| 93 | WMT | Walmart Inc. | 94.23 | -0.22% | 5.46K | -1.94% | 492.86K | 50.22 | 0.20% |
| 94 | TSDD | GraniteShares 1... | 22.01 | -2.29% | 292.34K | +100.00% | 491.13K | 33.6 | 0.20% |
| 95 | AXON | Axon Enterprise... | 779.88 | -0.1% | 817 | -50.21% | 485.56K | 312.42 | 0.20% |
| 96 | TTD | The Trade Desk,... | 70.17 | +3.25% | 4.09K | +16.19% | 480.7K | 92.24 | 0.20% |
| 97 | PSTG | Pure Storage, I... | 51.59 | -0.11% | 7.79K | +100.00% | 478.85K | 61.43 | 0.20% |
| 98 | DIPS | YieldMax Short ... | 8.44 | -1.06% | 35.71K | +100.00% | 465.71K | 13.04 | 0.19% |
| 99 | OSPN | OneSpan Inc. | 15.80 | +2.00% | 24.9K | +100.00% | 461.65K | 18.54 | 0.19% |
| 100 | AUGT | AllianzIM U.S. ... | 32.03 | +0.84% | 14.77K | 0.00% | 459.04K | 24.62 | 0.19% |
| 101 | SPHY | SPDR Portfolio ... | 23.48 | +0.23% | 19.51K | +107.51% | 457.84K | 23.75 | 0.19% |
| 102 | MELI | MercadoLibre, I... | 2452.77 | +3.41% | 265 | +60.61% | 450.62K | 1919.31 | 0.19% |
| 103 | QBTS | D-Wave Quantum ... | 16.02 | +5.57% | 53.6K | +100.00% | 450.24K | 8.4 | 0.19% |
| 104 | RTX | RTX Corporation | 146.33 | +0.44% | 3.88K | +0.47% | 449.46K | 93.32 | 0.18% |
| 105 | MJ | ETFMG Alternati... | 18.53 | +1.04% | 198.05K | +40.83% | 443.63K | 36 | 0.18% |
| 106 | SMCI | Super Micro Com... | 43.61 | +4.93% | 14.45K | +100.00% | 440.44K | 30.48 | 0.18% |
| 107 | VUG | Vanguard Growth... | 423.26 | +1.18% | 1.07K | -6.15% | 438.55K | 305.48 | 0.18% |
| 108 | DIS | The Walt Disney... | 119.45 | +1.28% | 3.89K | -16.56% | 433.11K | 90.43 | 0.18% |
| 109 | AGGH | Simplify Aggreg... | 19.97 | -0.3% | 20.84K | -50.12% | 430.01K | 21.63 | 0.18% |
| 110 | UPST | Upstart Holding... | 54.86 | +5.46% | 6.96K | -2.86% | 428.83K | 40.01 | 0.18% |
| 111 | RSP | Invesco S&P 500... | 178.89 | +0.87% | 2.41K | +25.67% | 422.19K | 152.09 | 0.17% |
| 112 | KNG | FT Cboe Vest S&... | 48.97 | +0.27% | 8.4K | +22.88% | 421.78K | 53.68 | 0.17% |
| 113 | TZA | Direxion Daily ... | 12.84 | -3.06% | 32.34K | +30.90% | 419.41K | 16.26 | 0.17% |
| 114 | SPY | SPDR S&P 500 ET... | 602.00 | +0.84% | 713 | -10.54% | 417.89K | 396.17 | 0.17% |
| 115 | BA | The Boeing Comp... | 201.50 | +0.59% | 2.33K | +100.00% | 413.12K | 177 | 0.17% |
| 116 | VST | Vistra Corp. | 177.27 | +2.03% | 2.97K | +100.00% | 409.2K | 137.87 | 0.17% |
| 117 | S | SentinelOne, In... | 17.58 | +1.91% | 18.24K | +100.00% | 404.93K | 22.2 | 0.17% |
| 118 | ALAB | Astera Labs, In... | 95.29 | +6.20% | 3.04K | +100.00% | 403.31K | 132.45 | 0.17% |
| 119 | FTNT | Fortinet, Inc. | 101.82 | +0.98% | 4.24K | +100.00% | 400.12K | 94.48 | 0.16% |
| 120 | CYBR | CyberArk Softwa... | 389.56 | +0.74% | 1.2K | -65.26% | 398.11K | 291.61 | 0.16% |
| 121 | LNG | Cheniere Energy... | 233.25 | -2.14% | 1.85K | +100.00% | 396.65K | 214.87 | 0.16% |
| 122 | ES | Eversource Ener... | 64.31 | -1.38% | 6.85K | +0.69% | 393.4K | 82.92 | 0.16% |
| 123 | PFF | iShares Preferr... | 30.21 | +0.17% | 12.51K | +0.85% | 393.34K | 31.3 | 0.16% |
| 124 | JPIB | JPMorgan Intern... | 48.21 | +0.12% | 7.97K | +10.14% | 376.8K | 47.74 | 0.15% |
| 125 | RBLX | Roblox Corporat... | 100.41 | +3.33% | 6.4K | +100.00% | 370.54K | 57.86 | 0.15% |
| 126 | IBM | International B... | 281.56 | +1.57% | 1.68K | -2.1% | 368.21K | 142.85 | 0.15% |
| 127 | SDVY | First Trust SMI... | 34.60 | +0.87% | 10.22K | -0.43% | 366.5K | 34.38 | 0.15% |
| 128 | GTX | Garrett Motion ... | 10.35 | +0.34% | 40.4K | +100.00% | 364.81K | 9.03 | 0.15% |
| 129 | GOOG | Alphabet Inc. | 177.82 | +1.10% | 1.89K | +9.40% | 359.17K | 159.42 | 0.15% |
| 130 | BRK-B | Berkshire Hatha... | 489.72 | +0.45% | 791 | -72.61% | 358.54K | 435.04 | 0.15% |
| 131 | VGT | Vanguard Inform... | 633.02 | +1.56% | 573 | +100.00% | 356.29K | 621.8 | 0.15% |
| 132 | EIPX | FT Energy Incom... | 25.97 | -0.57% | 13.61K | +10.70% | 333.65K | 24.21 | 0.14% |
| 133 | DOCN | DigitalOcean Ho... | 28.04 | +4.71% | 9.52K | +100.00% | 324.35K | 34.07 | 0.13% |
| 134 | SOFI | SoFi Technologi... | 14.88 | +5.64% | 21.05K | -11.74% | 324.17K | 7.86 | 0.13% |
| 135 | LAC | Lithium America... | 2.67 | +0.57% | 108.7K | +100.00% | 322.84K | 2.97 | 0.13% |
| 136 | IWY | iShares Russell... | 237.86 | +0.93% | 1.37K | +1.71% | 322.4K | 197.53 | 0.13% |
| 137 | TOST | Toast, Inc. | 42.60 | +2.56% | 8.79K | +100.00% | 320.21K | 36.45 | 0.13% |
| 138 | INOD | Innodata Inc. | 44.63 | +13.88% | 8.05K | +100.00% | 318.14K | 39.52 | 0.13% |
| 139 | ACHR | Archer Aviation... | 10.38 | +3.85% | 32.63K | +100.00% | 318.12K | 9.75 | 0.13% |
| 140 | VOOG | Vanguard S&P 50... | 383.30 | +1.12% | 856 | +100.00% | 313.43K | 366.06 | 0.13% |
| 141 | FELC | Fidelity Coving... | 33.52 | +0.81% | 9.42K | +4.59% | 310.08K | 29.82 | 0.13% |
| 142 | GATX | GATX Corporatio... | 153.13 | -0.05% | 2K | 0.00% | 310.07K | 106.34 | 0.13% |
| 143 | LEU | Centrus Energy ... | 169.47 | +4.46% | 4.64K | +100.00% | 309.07K | 66.61 | 0.13% |
| 144 | CURE | Direxion Daily ... | 80.00 | -0.93% | 3.34K | +100.00% | 308.52K | 92.29 | 0.13% |
| 145 | NOW | ServiceNow, Inc... | 1005.49 | +1.70% | 287 | +100.00% | 304.25K | 1060.12 | 0.13% |
| 146 | VEA | Vanguard Develo... | 56.41 | +0.44% | 6.26K | +9.63% | 299.39K | 52.37 | 0.12% |
| 147 | EIPI | FT Energy Incom... | 19.68 | -0.66% | 15.29K | +39.73% | 297.94K | 19.39 | 0.12% |
| 148 | FNDX | Schwab Fundamen... | 24.14 | +0.69% | 12.52K | +124.23% | 296.45K | 23.92 | 0.12% |
| 149 | BNDX | Vanguard Total ... | 49.28 | -0.07% | 5.96K | -2.28% | 292.39K | 48.5 | 0.12% |
| 150 | SEZL | Sezzle Inc. | 146.23 | +9.50% | 1.14K | +100.00% | 290.33K | 255.8 | 0.12% |