Prosperity Wealth Management, Inc. Reduced Holdings in Q4 2024

Prosperity Wealth Management, Inc.

  • $243 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QLD
Proshares Ultra Qqq

ETFs
-251K
- 65.37%
$97.85 - $120.25 $24.6M - $30.2M
133K $14.4B
SSO
Proshares Ultra S&P 500

ETFs
-128K
- 72.87%
$87.92 - $99.73 $11.2M - $12.7M
47.5K $4.4B
NVDA
Nvidia Corp

Technology
-15.5K
- 29.08%
$117.0 - $148.88 $1.81M - $2.3M
37.7K $5.07B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2.1K
- 72.61%
$442.29 - $483.08 $927K - $1.01M
791 $359M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-13.2K
- 43.45%
$57.53 - $60.83 $760K - $803K
17.2K $989M
MSFT
Microsoft Corp

Technology
-1.17K
- 5.7%
$406.35 - $454.46 $474K - $530K
19.3K $8.13B
CYBR
Cyber Ark Software Ltd.

Technology
-2.25K
- 65.26%
$274.1 - $333.15 $615K - $748K
1.2K $398M
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
-20.9K
- 50.12%
$20.35 - $21.68 $426K - $454K
20.8K $430M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-1.84K
- 26.88%
$238.25 - $261.28 $437K - $479K
4.99K $1.21B
SHOP
Shopify Inc.

Technology
-8.5K
- 45.02%
$78.14 - $119.49 $664K - $1.02M
10.4K $1.1B
XLK
Technology Sector Spdr

ETFs
-1.63K
- 15.58%
$220.26 - $241.44 $359K - $394K
8.84K $2.05B
SCHQ
Schwab Strategic Tr Long Term

ETFs
-4.41K
- 14.12%
$31.33 - $35.13 $138K - $155K
26.8K $843M
WYNN
Wynn Resorts LTD

Consumer Cyclical
-745
- 4.08%
$84.3 - $106.41 $62.8K - $79.3K
17.5K $1.51B
Pimco ETF Tr
-8.01K
- 18.95%
N/A
34.3K $888M
TQQQ
Proshares Ultrapro Qqq

ETFs
-3.54K
- 56.33%
$69.42 - $93.29 $246K - $330K
2.74K $217M
AMD
Advanced Micro Devices Inc

Technology
-239
- 5.06%
$118.88 - $172.8 $28.4K - $41.3K
4.48K $542M
EMR
Emerson Electric CO

Industrials
-2.59K
- 35.37%
$108.13 - $134.33 $280K - $348K
4.74K $587M
GLD
Spdr Gold Trust

ETFs
-822
- 25.71%
$236.59 - $257.5 $194K - $212K
2.38K $575M
PDI
Pimco Dynamic Income Fund

Financial Services
-7.35K
- 32.3%
$18.33 - $20.85 $135K - $153K
15.4K $283M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-170
- 24.43%
$1146.59 - $1270.6 $195K - $216K
526 $624M
AXON
Axon Enterprise, Inc.

Industrials
-824
- 50.21%
$399.22 - $689.78 $329K - $568K
817 $486M
DOCS
Doximity, Inc.

Healthcare
-3.94K
- 42.54%
$41.25 - $61.25 $162K - $241K
5.32K $284M
FSIG
First Tr ETF Iv LTD Duration I
-5.81K
- 31.22%
$18.8 - $19.23 $109K - $112K
12.8K $242M
CEG
Constellation Energy Corp

Utilities
-52
- 2.16%
$224.28 - $285.52 $11.7K - $14.8K
2.35K $526M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-2.72K
- 7.42%
$28.88 - $29.33 $78.5K - $79.7K
33.9K $984M
PATH
Ui Path, Inc.

Technology
-6.86K
- 33.03%
$11.95 - $15.5 $81.9K - $106K
13.9K $177M
PG
Procter & Gamble CO

Consumer Defensive
-2
- 0.01%
$161.05 - $179.7 $322 - $359
14.7K $2.47B
HYG
Ishares Tr

ETFs
-664
- 5.17%
$78.09 - $80.04 $51.9K - $53.1K
12.2K $957M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-214
- 3.21%
$99.2 - $108.47 $21.2K - $23.2K
6.46K $643M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-694
- 10.53%
$91.29 - $91.8 $63.4K - $63.7K
5.89K $539M
VRT
Vertiv Holdings CO

Industrials
-1.59K
- 18.66%
N/A
6.92K $786M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-493
- 5.85%
$69.58 - $74.87 $34.3K - $36.9K
7.93K $555M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
-3.26K
- 4.33%
$14.28 - $14.81 $46.6K - $48.3K
72K $1.03B
O
Realty Income Corp

Real Estate
-44
- 1.09%
$51.76 - $64.71 $2.28K - $2.85K
3.98K $212M
SOXX
Ishares Semiconductor ETF

ETFs
-99
- 7.67%
$211.27 - $239.8 $20.9K - $23.7K
1.19K $257M
SPY
Spdr S&P 500 ETF Trust

ETFs
-84
- 10.54%
$567.81 - $607.81 $47.7K - $51.1K
713 $418M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-905
- 20.9%
$58.39 - $67.04 $52.8K - $60.7K
3.43K $217M
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
-79
- 8.6%
$260.96 - $307.26 $20.6K - $24.3K
840 $228M
QJUN
First Tr ETF
-1.33K
- 13.81%
$26.78 - $28.75 $35.6K - $38.2K
8.29K $232M
FV
First Trust Dorsey Wright Focu

ETFs
-434
- 11.21%
$57.47 - $62.82 $24.9K - $27.3K
3.44K $203M
DIS
Walt Disney CO

Communication Services
-772
- 16.56%
$92.39 - $117.6 $71.3K - $90.8K
3.89K $433M
BNDX
Vanguard Total International B

ETFs
-139
- 2.28%
$48.91 - $50.61 $6.8K - $7.03K
5.96K $292M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-64
- 0.45%
$100.16 - $100.7 $6.41K - $6.44K
14.2K $1.43B
PAVE
Global X Fds Us Infrastructure

ETFs
-49
- 0.36%
$40.41 - $45.95 $1.98K - $2.25K
13.5K $546M
ADAP
Adaptimmune Therapeutics PLC

Healthcare
-2.75K
- 11.17%
$0.54 - $0.95 $1.49K - $2.61K
21.9K $11.8M
IBM
International Business Machines Corp

Technology
-36
- 2.1%
$204.9 - $238.04 $7.38K - $8.57K
1.68K $368M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-44
- 0.43%
$35.45 - $40.33 $1.56K - $1.77K
10.2K $366M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-51
- 2.46%
$311.11 - $335.64 $15.9K - $17.1K
2.03K $653M
Global X Fds
-33
- 0.48%
N/A
6.82K $255M
Activity Summary
Buys All Purchases 129 New Holdings 56 Increased Positions 73 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 5 Puts 4
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