Prosperity Wealth Management, Inc. has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $243 Billion distributed in 214 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $21.8B, Invesco Qqq Trust, Series 1 with a value of $19.4B, Schwab Strategic Tr Us Large C with a value of $17.4B, Schwab Strategic Tr Us Large C with a value of $14.7B, and Proshares Ultra Qqq with a value of $14.4B.
Examining the 13F form we can see an decrease of $7.08B in the current position value, from $250B to 243B.
Prosperity Wealth Management, Inc. is based out at San Ramon, CA
Below you can find more details about Prosperity Wealth Management, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$243 Billion
ETFs: $141 Billion
Technology: $37.3 Billion
Consumer Cyclical: $13.6 Billion
Financial Services: $8.53 Billion
Communication Services: $6.3 Billion
Healthcare: $5.58 Billion
Industrials: $4.21 Billion
Energy: $4.08 Billion
Other: $5.28 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
