Prosperity Wealth Management, Inc. Purchases in Q3 2025

Prosperity Wealth Management, Inc.

  • $295 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DOCS
Doximity, Inc.

Healthcare
5.23K
New
$57.33 - $75.12 $300K - $393K
5.23K $382M
AVGO
Broadcom Inc.

Technology
340
+ 6.95%
$264.74 - $369.57 $90K - $126K
5.23K $1.73B
IVV
Ishares Core S&P 500 ETF

ETFs
410
+ 20.68%
$620.67 - $670.08 $254K - $275K
2.39K $1.6B
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
22.8K
+ 31.3%
$13.77 - $14.45 $314K - $330K
95.8K $1.38B
AJG
Arthur J. Gallagher & Co.

Financial Services
1.16K
New
$284.17 - $319.49 $330K - $372K
1.16K $360M
STRL
Sterling Construction CO Inc

Industrials
235
+ 9.33%
$222.54 - $371.84 $52.3K - $87.4K
2.76K $936M
U
Unity Software Inc.

Technology
8.7K
New
$24.01 - $46.53 $209K - $405K
8.7K $348M
Simplify Exchange Traded Fun
10.3K
+ 63.32%
N/A
26.5K $1.13B
HOOD
Robinhood Markets, Inc.

Technology
665
+ 13.37%
$91.27 - $143.18 $60.7K - $95.2K
5.64K $808M
MGK
Vanguard Mega Cap Growth ETF

ETFs
161
+ 2.13%
$362.31 - $405.74 $58.3K - $65.3K
7.72K $3.11B
GRAB
Grab Holdings LTD

Technology
55.2K
New
$4.77 - $6.45 $263K - $356K
55.2K $332M
Nano Nuclear Energy Inc
8.6K
New
N/A
8.6K $332M
QBTS
D Wave Quantum Inc.

Technology
5.74K
+ 31.34%
$14.81 - $27.72 $84.9K - $159K
24K $594M
Life360 Inc
415
+ 6.07%
N/A
7.25K $771M
Rocket Lab Corp
4.35K
+ 47.66%
N/A
13.5K $645M
Global X Fds
2.98K
+ 28.04%
N/A
13.6K $957M
United Sts Nat Gas Fd LP
23.9K
New
N/A
23.9K $312M
Serve Robotics Inc
26K
+ 162.5%
N/A
42K $488M
GO
Grocery Outlet Holding Corp.

Consumer Defensive
19K
New
$12.88 - $18.66 $245K - $355K
19K $305M
ORCL
Oracle Corp

Technology
255
+ 7.07%
$218.96 - $328.33 $55.8K - $83.7K
3.86K $1.09B
Ge Vernova Inc
478
New
N/A
478 $294M
INOD
Innodata Inc

Technology
400
+ 3.96%
$36.68 - $75.94 $14.7K - $30.4K
10.5K $809M
GE
General Electric CO

Industrials
269
+ 5.54%
$244.75 - $305.63 $65.8K - $82.2K
5.13K $1.54B
Annaly Capital Management In
14.4K
New
N/A
14.4K $290M
OPRT
Oportun Financial Corp

Financial Services
46.3K
New
$5.63 - $7.69 $261K - $356K
46.3K $286M
Neos ETF Trust
5.56K
+ 89.19%
N/A
11.8K $596M
Invesco Exch Trd Slf Idx Fd
13.4K
New
N/A
13.4K $281M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.12K
+ 30.11%
$185.88 - $207.44 $208K - $232K
4.84K $973M
Grayscale Ethereum Trust ETF
8.12K
New
N/A
8.12K $278M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
477
+ 18.52%
$275.84 - $326.36 $132K - $156K
3.05K $997M
TDOC
Teladoc Health, Inc.

Healthcare
36K
New
$6.78 - $8.85 $244K - $319K
36K $278M
Biovie Inc
144K
New
N/A
144K $273M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
2.38K
New
$107.5 - $115.86 $256K - $276K
2.38K $272M
AMZN
Amazon Com Inc

Consumer Cyclical
1.22K
+ 5.47%
$211.65 - $238.24 $257K - $289K
23.4K $5.15B
CGUS
Capital Group Core Equity ETF
6.61K
New
$36.89 - $39.72 $244K - $263K
6.61K $261M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
10.1K
New
$23.82 - $25.84 $242K - $262K
10.1K $261M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
2.27K
New
$100.4 - $119.58 $228K - $272K
2.27K $252M
SPY
Spdr S&P 500 ETF Trust

ETFs
289
+ 28.93%
$617.65 - $666.84 $179K - $193K
1.29K $858M
BUCK
Simplify Exchange Traded Fds S
9.64K
+ 52.76%
N/A
27.9K $666M
Tidal Trust Ii
34.2K
+ 148.16%
N/A
57.3K $446M
CGGO
Capital Group Global Growth Eq

ETFs
6.75K
New
$31.71 - $34.17 $214K - $231K
6.75K $231M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.25K
New
$100.16 - $100.7 $225K - $227K
2.25K $227M
ARKO
Arko Corp.

Consumer Cyclical
49.5K
New
$3.91 - $5.19 $194K - $257K
49.5K $226M
ABBV
Abb Vie Inc.

Healthcare
977
New
$184.85 - $231.54 $181K - $226K
977 $226M
Tidal Trust Ii
8.84K
+ 115.03%
N/A
16.5K $496M
Nexxen Intl LTD
24.2K
New
N/A
24.2K $224M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
2.54K
New
$82.42 - $87.03 $210K - $221K
2.54K $221M
Roundhill ETF Trust
2.16K
New
N/A
2.16K $216M
JNJ
Johnson & Johnson

Healthcare
1.14K
New
$155.17 - $185.42 $178K - $212K
1.14K $212M
Activity Summary
Buys All Purchases 170 New Holdings 57 Increased Positions 113 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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