Prosperity Wealth Management, Inc. Purchases in Q2 2025

Prosperity Wealth Management, Inc.

  • $270 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Tidal Tr Ii
126K
+ 350.01%
N/A
162K $558M
Tidal Tr Ii
23.1K
New
N/A
23.1K $215M
TT
Trane Technologies PLC

Industrials
491
New
$315.21 - $437.41 $155K - $215K
491 $215M
BSCU
Invesco Exc Self Ind Tr

ETFs
12.4K
New
$16.31 - $16.78 $203K - $209K
12.4K $209M
RCII
Rent A Center Inc De

Industrials
8.3K
New
N/A
8.3K $208M
SKYT
Sky Water Technology, Inc

Technology
20.9K
New
$5.85 - $10.45 $122K - $218K
20.9K $206M
ZS
Zscaler, Inc.

Technology
642
New
$174.67 - $315.32 $112K - $202K
642 $202M
Venture Global Inc
12.9K
New
N/A
12.9K $201M
Super Micro Computer Inc
4.1K
New
N/A
4.1K $201M
CYBR
Cyber Ark Software Ltd.

Technology
240
+ 17.14%
$305.98 - $406.88 $73.4K - $97.7K
1.64K $667M
SOFI
So Fi Technologies, Inc.

Financial Services
5.56K
+ 49.49%
$9.5 - $18.21 $52.8K - $101K
16.8K $306M
IWF
Ishares Russell 1000 Gr ETF

ETFs
48
+ 1.99%
$320.42 - $424.58 $15.4K - $20.4K
2.46K $1.04B
PRIM
Primoris Services Corp

Industrials
575
+ 10.45%
$52.66 - $80.05 $30.3K - $46K
6.08K $473M
FSK
Fs Kkr Capital Corp

Financial Services
7.37K
+ 25.14%
$17.95 - $21.5 $132K - $158K
36.7K $761M
CPNG
Coupang, Inc.

Consumer Cyclical
1.2K
+ 9.6%
$19.76 - $30.81 $23.7K - $37K
13.7K $410M
BNTX
Bio N Tech Se

Healthcare
785
+ 23.79%
$86.65 - $120.54 $68K - $94.6K
4.09K $435M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
2.07K
+ 50.56%
$62.08 - $73.58 $129K - $153K
6.18K $414M
VTI
Vanguard Total Stock Market Et

ETFs
176
+ 7.66%
$243.75 - $303.93 $42.9K - $53.5K
2.47K $752M
ACHR
Archer Aviation Inc.

Industrials
2.59K
+ 10.85%
$6.2 - $13.3 $16.1K - $34.4K
26.4K $287M
Pimco ETF Tr
4.11K
+ 11.61%
N/A
39.5K $1.05B
IWY
Ishares Tr Russell 200 Growth

ETFs
94
+ 3.7%
$187.5 - $246.51 $17.6K - $23.2K
2.63K $649M
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
1.48K
+ 1.21%
$11.71 - $13.88 $17.3K - $20.5K
124K $1.72B
BROS
Dutch Bros Inc.

Consumer Cyclical
1.13K
+ 22.73%
$51.37 - $73.72 $57.8K - $82.9K
6.08K $415M
PAYC
Paycom Software, Inc.

Technology
370
+ 20.22%
$193.07 - $265.71 $71.4K - $98.3K
2.2K $509M
RSP
Invesco S&P 500 Equal Weight E

ETFs
292
+ 5.49%
$152.93 - $181.74 $44.7K - $53.1K
5.61K $1.02B
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
17.8K
+ 95.03%
$3.97 - $5.84 $70.6K - $104K
36.5K $185M
SCHQ
Schwab Strategic Tr Long Term

ETFs
3.46K
+ 10.5%
$30.46 - $33.4 $105K - $116K
36.4K $1.16B
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
180
+ 4.17%
$144.63 - $179.53 $26K - $32.3K
4.49K $740M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
1.7K
+ 20.48%
$45.3 - $50.64 $77K - $86.1K
10K $491M
PYPL
Pay Pal Holdings, Inc.

Financial Services
117
+ 1.69%
$57.41 - $74.81 $6.72K - $8.75K
7.02K $522M
Fidelity Covington Trust
538
+ 4.51%
N/A
12.5K $430M
RTX
Raytheon Technologies Corp

Industrials
22
+ 0.57%
$113.75 - $148.48 $2.5K - $3.27K
3.9K $569M
Neuphoria Therapeutics Inc
2.55K
+ 9.38%
N/A
29.8K $211M
PNC
Pnc Financial Services Group, Inc.

Financial Services
16
+ 0.43%
$149.76 - $186.42 $2.4K - $2.98K
3.72K $693M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
460
+ 7.87%
$91.43 - $91.74 $42.1K - $42.2K
6.3K $578M
NOTE
Fiscal Note Holdings, Inc.

Technology
176K
+ 86.76%
$0.48 - $0.79 $84.6K - $139K
380K $204M
MGC
Vanguard Mega Cap ETF

ETFs
47
+ 4.13%
$179.23 - $224.92 $8.42K - $10.6K
1.18K $266M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.06K
+ 16.91%
$24.32 - $27.87 $50K - $57.3K
14.2K $376M
TGT
Target Corp

Consumer Defensive
440
+ 18.92%
$88.76 - $105.77 $39.1K - $46.5K
2.77K $273M
JPIB
Jpmorgan International Bond Op

ETFs
514
+ 7.4%
$47.18 - $48.62 $24.3K - $25K
7.46K $363M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
2.7K
+ 14.2%
$13.74 - $15.66 $37.1K - $42.3K
21.7K $323M
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
2.89K
+ 23.48%
$11.76 - $13.64 $33.9K - $39.4K
15.2K $193M
First Tr Exchng Traded Fd Vi
1.64K
+ 11.9%
N/A
15.4K $303M
PDI
Pimco Dynamic Income Fund

Financial Services
1.96K
+ 12.75%
$17.02 - $19.87 $33.3K - $38.9K
17.3K $328M
ANIX
Anixa Biosciences Inc

Healthcare
2.1K
+ 6.1%
$2.38 - $3.75 $5K - $7.88K
36.5K $120M
Coya Therapeutics Inc
4.4K
+ 27.41%
N/A
20.5K $118M
ES
Eversource Energy

Utilities
19
+ 0.26%
$54.25 - $65.89 $1.03K - $1.25K
7.27K $462M
MGV
Vanguard Mega Cap Value

ETFs
40
+ 1.82%
$114.87 - $131.25 $4.59K - $5.25K
2.23K $293M
REZ
Ishares Tr Residential And Mul

ETFs
126
+ 4.87%
$76.14 - $86.35 $9.59K - $10.9K
2.72K $224M
Activity Summary
Buys All Purchases 159 New Holdings 72 Increased Positions 87 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 1 Puts 0
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