Prosperity Wealth Management, Inc. Holdings & Portfolio - 13F Filings Analysis - Stocknear

Prosperity Wealth Management, Inc.

CIK Number: 0001991463

269.84M
Market Value
203
# of Holdings
4 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Apr 18, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 SCHX Schwab U.S. Lar...
25.49
+0.43% 807.83K +7.49% 17.84M 17.97 8.38% Share
2 SCHG Schwab U.S. Lar...
30.55
+0.94% 619.01K +17.68% 15.5M 19.84 7.29% Share
3 VOO Vanguard S&P 50...
591.76
+0.52% 25.68K -36.63% 13.2M 482.77 6.20% Share
4 QQQ Invesco QQQ Tru...
570.07
+0.79% 21.05K -44.62% 9.87M 459.64 4.64% Share
5 MSFT Microsoft Corpo...
505.35
+0.05% 18.11K -6.08% 6.8M 268.92 3.20% Share
6 IUS Invesco RAFI St...
53.91
+0.31% 106.97K +6.01% 5.28M 40.81 2.48% Share
7 SPHY SPDR Portfolio ...
23.73
+0.27% 199.14K +920.80% 4.66M 23.45 2.19% Share
8 AMZN Amazon.com, Inc...
225.99
+0.29% 24.09K +6.97% 4.58M 131.75 2.15% Share
9 AAPL Apple Inc.
238.47
+3.81% 20.26K -22.06% 4.5M 135.92 2.12% Share
10 NVDA NVIDIA Corporat...
170.63
-0.09% 37.79K +0.12% 4.1M 82.32 1.93% Share
11 TQQQ ProShares Ultra...
89.09
+2.31% 62.6K +2.18K% 3.59M 55.97 1.69% Share
12 VONG Vanguard Russel...
114.73
+0.90% 35.02K +14.48% 3.25M 88.2 1.53% Share
13 MGK Vanguard Mega C...
384.54
+1.06% 9.88K +2.80% 3.05M 289.36 1.43% Share
14 META Meta Platforms,...
737.05
+0.26% 4.32K +26.78% 2.49M 484.64 1.17% Share
15 PG The Procter & G...
158.17
+0.11% 14.44K -2.07% 2.46M 146.71 1.16% Share
16 DKNG DraftKings Inc.
47.68
-0.48% 66.47K +7.01% 2.21M 40.28 1.04% Share
17 TRGP Targa Resources...
163.55
-1.9% 10.96K -3.25% 2.2M 112.27 1.03% Share
18 SGOV iShares 0-3 Mon...
100.40
+0.01% 21.55K +51.53% 2.17M 100.33 1.02% Share
19 UBER Uber Technologi...
92.91
+0.11% 25.36K +6.92% 1.85M 60.84 0.87% Share
20 LLY Eli Lilly and C...
737.66
+0.34% 2.2K +3.72% 1.82M 786.24 0.85% Share
21 PLTR Palantir Techno...
154.86
-1.42% 20.55K +138.10% 1.73M 54.12 0.82% Share
22 GS The Goldman Sac...
730.30
-0.08% 3.16K +100.00% 1.73M 546.29 0.81% Share
23 ANET Arista Networks...
137.41
+1.13% 21.46K +9.96% 1.66M 107.54 0.78% Share
24 XLK Technology Sele...
261.35
+0.60% 8.05K -8.93% 1.66M 167.27 0.78% Share
25 IJH iShares Core S&...
64.79
-0.18% 27.33K -21.93% 1.59M 59.17 0.75% Share
26 GOOGL Alphabet Inc.
230.66
+9.14% 10.19K +20.20% 1.58M 137.04 0.74% Share
27 WYNN Wynn Resorts, L...
125.52
+0.04% 17.5K 0.00% 1.46M 82.47 0.69% Share
28 ASML ASML Holding N....
736.82
+1.51% 2.08K +9.88% 1.38M 809.79 0.65% Share
29 XOM Exxon Mobil Cor...
111.95
-2.39% 11.43K -9.15% 1.36M 110.89 0.64% Share
30 SSO ProShares Ultra...
104.76
+1.03% 15.74K -66.89% 1.3M 90.17 0.61% Share
31 SSUS Day Hagan/Ned D...
46.42
+0.34% 28.81K -3.91% 1.17M 34.12 0.55% Share
32 OSCR Oscar Health, I...
17.71
+7.79% 87.68K +10.59% 1.15M 14.12 0.54% Share
33 SHOP Shopify Inc.
140.22
+0.85% 11.79K +13.58% 1.13M 53.18 0.53% Share
34 OEF iShares S&P 100...
320.11
+0.73% 4.15K -39.83% 1.12M 267.89 0.53% Share
35 IVV iShares Core S&...
646.88
+0.54% 1.98K +4.48% 1.12M 433.81 0.52% Share
36 SCHQ Schwab Long-Ter...
31.43
+0.95% 32.97K +22.99% 1.08M 34.57 0.51% Share
37 NFLX Netflix, Inc.
1226.18
+0.99% 1.13K +35.62% 1.05M 698.55 0.49% Share
38 ARKW ARK Next Genera...
155.98
+0.62% 10.9K +26.95% 1.03M 93.93 0.49% Share
39 PRF Invesco FTSE RA...
44.15
+0.16% 24.73K +100.00% 999.14K 40.41 0.47% Share
40 BAC Bank of America...
50.09
-0.65% 23.92K +100.00% 998.29K 41.73 0.47% Share
41 JEPI JPMorgan Equity...
56.56
-0.15% 17.12K -0.39% 978.07K 54.7 0.46% Share
42 DECK Deckers Outdoor...
123.65
+0.63% 8.56K +208.17% 956.87K 126.3 0.45% Share
43 HYG iShares iBoxx $...
80.60
+0.26% 12.09K -0.68% 953.57K 76.92 0.45% Share
44 VST Vistra Corp.
188.22
+1.30% 8.02K +170.18% 941.75K 125 0.44% Share
45 PYLD PIMCO ETF Trust...
26.56
+0.11% 35.43K +3.43% 933.59K 25.95 0.44% Share
46 SPTS SPDR Portfolio ...
29.24
+0.07% 31.78K -6.3% 929.13K 28.88 0.44% Share
47 RSP Invesco S&P 500...
186.86
-0.14% 5.32K +120.80% 921.38K 163.66 0.43% Share
48 GBTC Grayscale Bitco...
88.17
+1.32% 13.91K +339.11% 906.58K 67.19 0.43% Share
49 IWF iShares Russell...
445.97
+0.97% 2.41K 0.00% 870.95K 354.1 0.41% Share
50 GE GE Aerospace
276.02
+0.23% 4.33K +22.45% 866.92K 172.91 0.41% Share
51 DASH DoorDash, Inc.
248.83
+1.94% 4.68K -1.5% 854.63K 118.55 0.40% Share
52 SVOL Simplify Volati...
17.24
+1.17% 46.55K +94.64% 846.35K 19.81 0.40% Share
53 JPM JPMorgan Chase ...
299.47
-0.08% 3.42K 0.00% 840.13K 150.27 0.39% Share
54 RFIX Simplify Downsi...
41.93
+3.38% 15.38K +100.00% 823.04K 53.5 0.39% Share
55 TSLA Tesla, Inc.
334.09
+1.44% 3.06K +30.14% 792.33K 219.17 0.37% Share
56 ISRG Intuitive Surgi...
441.18
-5.95% 1.56K -7.4% 774.6K 450.19 0.36% Share
57 VRT Vertiv Holdings...
125.55
+1.24% 10.58K +52.98% 764.09K 85.31 0.36% Share
58 SPY SPDR S&P 500 ET...
643.65
+0.53% 1.31K +84.15% 734.55K 470.75 0.35% Share
59 ORLY O'Reilly Automo...
103.84
+0.63% 512 -2.66% 733.48K 949.24 0.34% Share
60 BUFQ FT Cboe Vest Fu...
34.04
+0.24% 24.56K +3.69% 733.24K 28.32 0.34% Share
61 QLD ProShares Ultra...
124.05
+1.55% 8.22K -93.82% 730.33K 100.7 0.34% Share
62 BBMC JPMorgan BetaBu...
102.89
-0.08% 8.04K +3.30% 724.48K 91.25 0.34% Share
63 DAL Delta Air Lines...
61.29
+0.26% 16.05K +100.00% 699.87K 43.6 0.33% Share
64 CRWD CrowdStrike Hol...
413.20
-0.07% 1.92K -8.82% 678.01K 259.2 0.32% Share
65 EMR Emerson Electri...
129.45
-1.47% 6.12K +29.16% 670.62K 103.54 0.32% Share
66 TTD The Trade Desk,...
53.77
-0.76% 12.23K +199.14% 669.5K 67.26 0.31% Share
67 BUFR FT Vest Laddere...
32.78
+0.28% 22.54K +21.17% 669.15K 29.95 0.31% Share
68 SFM Sprouts Farmers...
138.34
-0.22% 4.31K +4.23% 658.18K 114.37 0.31% Share
69 PNC The PNC Financi...
204.97
-0.22% 3.7K +0.38% 650.99K 156.27 0.31% Share
70 SCHW The Charles Sch...
96.22
+0.10% 8.21K +100.00% 643.07K 78.28 0.30% Share
71 VTI Vanguard Total ...
317.38
+0.44% 2.3K +2.50% 631.43K 212.86 0.30% Share
72 NOBL ProShares S&P 5...
103.84
+0.06% 6.16K -4.65% 629.08K 90.15 0.30% Share
73 SMH VanEck Semicond...
286.43
-0.02% 2.95K -40.93% 623.54K 243.29 0.29% Share
74 FSK FS KKR Capital ...
18.06
-0.22% 29.3K +14.92% 613.73K 21.62 0.29% Share
75 CRM Salesforce, Inc...
256.40
+1.40% 2.28K +14.59% 611.32K 325.93 0.29% Share
76 MESO Mesoblast Limit...
12.88
-1.83% 48.7K -47.77% 607.78K 6.47 0.29% Share
77 IWB iShares Russell...
353.83
+0.49% 1.98K -2.37% 606.88K 298.16 0.29% Share
78 DOCU DocuSign, Inc.
75.90
+2.47% 7.43K -1.98% 605.21K 59.65 0.28% Share
79 BITO ProShares Bitco...
19.38
+1.33% 32.66K -0.13% 598.39K 30.64 0.28% Share
80 CEG Constellation E...
308.48
+0.42% 2.94K +24.97% 592.45K 190.81 0.28% Share
81 AMD Advanced Micro ...
162.13
-0.12% 5.68K +26.81% 584.08K 142.32 0.27% Share
82 SPLV Invesco S&P 500...
73.14
+0.13% 7.81K -1.56% 583.36K 63.83 0.27% Share
83 TFC Truist Financia...
46.41
-0.02% 14.02K 0.00% 577.09K 43.03 0.27% Share
84 MELI MercadoLibre, I...
2373.12
-0.28% 290 +9.43% 565.75K 1922.03 0.27% Share
85 ARM Arm Holdings pl...
131.42
-0.7% 5.26K +3.52% 562.14K 99 0.26% Share
86 BIL SPDR Bloomberg ...
91.47
+0.01% 5.84K -0.85% 536.09K 91.69 0.25% Share
87 IWY iShares Russell...
258.69
+1.03% 2.54K +85.33% 535.59K 203.71 0.25% Share
88 TSM Taiwan Semicond...
231.43
+1.33% 3.22K +17.30% 534.52K 153.04 0.25% Share
89 SDOW ProShares Ultra...
38.70
+0.26% 9.99K +100.00% 521.53K 52.19 0.25% Share
90 IOO iShares Global ...
114.94
+0.92% 5.41K +100.00% 521.17K 96.29 0.24% Share
91 AGGH Simplify Aggreg...
20.70
+0.68% 24.37K +16.92% 515.43K 21.56 0.24% Share
92 CONL GraniteShares E...
30.95
-1.09% 37.1K -0.34% 514.21K 35.29 0.24% Share
93 RTX RTX Corporation
158.08
+0.04% 3.87K -0.26% 513.15K 93.32 0.24% Share
94 WMT Walmart Inc.
99.44
+1.62% 5.75K +5.33% 504.43K 52.13 0.24% Share
95 VUG Vanguard Growth...
459.86
+1.08% 1.36K +27.25% 503.76K 319.47 0.24% Share
96 DIPS YieldMax Short ...
6.56
+0.31% 39.35K +10.18% 493.84K 12.99 0.23% Share
97 VRTX Vertex Pharmace...
396.62
-1.09% 1.01K +100.00% 489.67K 484.82 0.23% Share
98 YANG Direxion Daily ...
25.73
+2.39% 12.23K +100.00% 484.26K 39.59 0.23% Share
99 LNG Cheniere Energy...
239.61
-0.52% 2.09K +13.27% 483.86K 216.81 0.23% Share
100 CYBR CyberArk Softwa...
455.55
+0.53% 1.4K +17.15% 473.2K 298.4 0.22% Share
101 NVDL GraniteShares 2...
79.57
-0.3% 12.22K -32.46% 457.21K 66.39 0.21% Share
102 AXON Axon Enterprise...
725.29
-2.46% 867 +6.12% 456K 324.73 0.21% Share
103 PYPL PayPal Holdings...
69.64
+0.56% 6.91K +4.62% 450.68K 77.86 0.21% Share
104 ES Eversource Ener...
63.32
-0.6% 7.25K +5.80% 450.11K 81.78 0.21% Share
105 AVGO Broadcom Inc.
302.39
+1.39% 2.68K +5.42% 449.05K 175.49 0.21% Share
106 PAVE Global X U.S. I...
45.89
-0.5% 11.61K -14.06% 438.01K 32.52 0.21% Share
107 AUGT AllianzIM U.S. ...
34.10
+0.32% 14.42K -2.32% 436.49K 24.62 0.21% Share
108 BRK-B Berkshire Hatha...
501.46
+0.06% 791 0.00% 421.27K 435.04 0.20% Share
109 IBM International B...
244.17
+1.11% 1.69K +0.90% 420.24K 143.79 0.20% Share
110 KNG FT Cboe Vest S&...
49.72
-0.02% 8.3K -1.17% 419.43K 53.68 0.20% Share
111 HWM Howmet Aerospac...
174.50
+0.74% 3.1K +100.00% 402.16K 129.73 0.19% Share
112 PAYC Paycom Software...
221.25
+0.57% 1.83K -41.53% 399.82K 166.57 0.19% Share
113 SHLD Global X Defens...
62.33
-0.3% 8.47K +24.15% 394.19K 35.59 0.19% Share
114 NE Noble Corporati...
28.34
-1.39% 16.55K +137.91% 392.33K 26.94 0.18% Share
115 BA The Boeing Comp...
232.36
-2.11% 2.26K -3.26% 385.1K 177 0.18% Share
116 VEA Vanguard Develo...
58.31
+0.21% 7.49K +19.66% 380.84K 52.12 0.18% Share
117 PFF iShares Preferr...
31.38
+0.22% 12.24K -2.14% 376.23K 31.3 0.18% Share
118 RBLX Roblox Corporat...
133.51
+3.92% 6.4K 0.00% 373.29K 57.86 0.18% Share
119 FELC Fidelity Coving...
36.06
+0.70% 11.94K +26.81% 372.4K 30.11 0.17% Share
120 GFF Griffon Corpora...
77.02
+1.24% 4.9K +100.00% 350.35K 71.5 0.16% Share
121 IWMI NEOS Russell 20...
47.49
-0.11% 8.01K +100.00% 349.61K 43.65 0.16% Share
122 IRMD IRadimed Corpor...
70.60
-1.43% 6.59K +100.00% 346.11K 52.48 0.16% Share
123 FIAT YieldMax Short ...
3.21
+0.79% 36.05K +100.00% 343.14K 9.52 0.16% Share
124 SCHD Schwab U.S. Div...
27.60
-0.87% 12.15K -45.26% 339.74K 25.33 0.16% Share
125 PSTG Pure Storage, I...
77.88
+0.53% 7.67K -1.6% 339.55K 61.43 0.16% Share
126 JPIB JPMorgan Intern...
48.60
+0.19% 6.95K -12.87% 332.69K 47.74 0.16% Share
127 WY Weyerhaeuser Co...
24.80
-0.36% 11.35K +100.00% 332.33K 29.28 0.16% Share
128 JMEE JPMorgan Market...
62.43
-0.11% 5.85K +45.77% 327.68K 59.37 0.15% Share
129 PANW Palo Alto Netwo...
191.53
+0.53% 1.89K -55.46% 323.02K 161.82 0.15% Share
130 AXSM Axsome Therapeu...
122.00
-1.19% 2.75K +100.00% 320.73K 116.63 0.15% Share
131 TSCO Tractor Supply ...
60.14
-2.24% 5.81K +100.00% 320.13K 55.1 0.15% Share
132 S SentinelOne, In...
18.02
+1.81% 17.6K -3.51% 319.97K 22.2 0.15% Share
133 EIPX FT Energy Incom...
26.04
-0.76% 12.21K -10.28% 318.15K 24.21 0.15% Share
134 STRL Sterling Infras...
273.36
-1.28% 2.81K +100.00% 318.12K 113.21 0.15% Share
135 OPFI OppFi Inc.
10.13
-1.55% 34K +100.00% 316.2K 9.3 0.15% Share
136 PRIM Primoris Servic...
115.21
-0.68% 5.5K +100.00% 315.75K 57.41 0.15% Share
137 CMG Chipotle Mexica...
41.80
+0.12% 6.1K +100.00% 306.28K 50.21 0.14% Share
138 BROS Dutch Bros Inc.
71.72
-1.73% 4.95K -48.36% 305.61K 41.15 0.14% Share
139 DOCN DigitalOcean Ho...
32.03
+0.52% 9.15K -3.89% 305.52K 34.07 0.14% Share
140 TZA Direxion Daily ...
9.24
+0.33% 17.9K -44.65% 304.81K 16.26 0.14% Share
141 OKTA Okta, Inc.
89.83
+0.37% 2.88K +100.00% 303.03K 105.22 0.14% Share
142 KD Kyndryl Holding...
32.02
+2.69% 9.65K +100.00% 303.01K 31.4 0.14% Share
143 BNTX BioNTech SE
100.42
-0.2% 3.3K +100.00% 300.5K 91.06 0.14% Share
144 GLL ProShares Ultra...
19.24
-1.18% 23.6K +100.00% 298.97K 12.67 0.14% Share
145 INOD Innodata Inc.
36.68
-2.03% 8.28K +2.79% 297.07K 39.42 0.14% Share
146 SDVY First Trust SMI...
37.78
-0.12% 8.8K -13.95% 294.7K 34.38 0.14% Share
147 GOOG Alphabet Inc.
231.10
+9.01% 1.89K 0.00% 294.65K 159.42 0.14% Share
148 ZROZ PIMCO 25+ Year ...
64.17
+2.13% 4.1K +100.00% 293.84K 71.63 0.14% Share
149 TOST Toast, Inc.
42.46
-3.04% 8.77K -0.23% 290.74K 36.45 0.14% Share
150 LEU Centrus Energy ...
200.84
-1.5% 4.66K +0.43% 289.9K 66.59 0.14% Share