Prosperity Wealth Management, Inc. Portfolio Holdings

Prosperity Wealth Management, Inc.

  • $243 Billion
  • Q4 2024

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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.71 Billion 0.7% of portfolio
122,266
Q4 2024 Added 2.86%
$0
$1.03 Billion 0.43% of portfolio
72,004
Q4 2024 Reduced 4.33%
$0
$554 Million 0.23% of portfolio
25,491
Q4 2024 New
$0
$283 Million 0.12% of portfolio
15,409
Q4 2024 Reduced 32.3%
$0
$123 Million 0.05% of portfolio
10,023
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 214
  • Current Value $243 Billion
  • Prior Value $250 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 56 stocks
  • Additional Purchases 73 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 67 stocks
Track This Portfolio

Track Prosperity Wealth Management, Inc. Portfolio

Follow Prosperity Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Prosperity Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Prosperity Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email