Prosperity Wealth Management, Inc. Portfolio Holdings by Sector
Prosperity Wealth Management, Inc.
- $295 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SCHX SCHG VOO QQQ IUS SPHY VONG IWP 78 stocks |
$142 Million
54.53% of portfolio
|
38
|
38
|
12
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PLTR CRWD ORCL HOOD MDB TOST PANW 10 stocks |
$19.4 Million
7.46% of portfolio
|
9
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
UBER SHOP APP INTU TTD NOW OPFI KARO 13 stocks |
$11.4 Million
4.37% of portfolio
|
13
|
- |
6
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO MU AMD 4 stocks |
$11.3 Million
4.33% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL DASH GOOG 4 stocks |
$7.37 Million
2.83% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$5.15 Million
1.98% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BXMX PTY FSK PDI GOF PCN 6 stocks |
$4.83 Million
1.86% of portfolio
|
6
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$4.65 Million
1.79% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS SCHW APLD IREN 4 stocks |
$4.33 Million
1.66% of portfolio
|
3
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG ELF 2 stocks |
$2.71 Million
1.04% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Gambling | Consumer Cyclical
DKNG 1 stocks |
$2.58 Million
0.99% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE EMR 2 stocks |
$2.36 Million
0.91% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY ABBV JNJ 3 stocks |
$2.31 Million
0.89% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
AXON RTX CW BA 4 stocks |
$2.08 Million
0.8% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC 2 stocks |
$1.98 Million
0.76% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM INOD 2 stocks |
$1.95 Million
0.75% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$1.91 Million
0.73% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
TRGP 1 stocks |
$1.82 Million
0.7% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
STRL PRIM 2 stocks |
$1.81 Million
0.7% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
WYNN 1 stocks |
$1.68 Million
0.65% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
PNC TFC 2 stocks |
$1.61 Million
0.62% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
SOFI PYPL OPRT V 4 stocks |
$1.52 Million
0.58% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
VEEV DOCS TDOC 3 stocks |
$1.43 Million
0.55% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
VRT 1 stocks |
$1.36 Million
0.52% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$1.32 Million
0.51% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
VST 1 stocks |
$1.31 Million
0.5% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$1.29 Million
0.49% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML 1 stocks |
$1.19 Million
0.46% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR 1 stocks |
$1.17 Million
0.45% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
LMAT NVCR 2 stocks |
$1.12 Million
0.43% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
QBTS IONQ 2 stocks |
$1.11 Million
0.43% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
OSCR UNH 2 stocks |
$1.1 Million
0.42% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
ORLY ARKO 2 stocks |
$1.03 Million
0.4% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$997,763
0.38% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
MVIS 1 stocks |
$944,755
0.36% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
VRTX ANIX ADAP 3 stocks |
$828,551
0.32% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
CMG BROS 2 stocks |
$806,876
0.31% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
DECK 1 stocks |
$778,826
0.3% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$746,832
0.29% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
ZBRA 1 stocks |
$594,320
0.23% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$590,990
0.23% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
ES 1 stocks |
$523,678
0.2% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
NTES 1 stocks |
$471,169
0.18% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Apparel Manufacturing | Consumer Cyclical
LEVI 1 stocks |
$441,535
0.17% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
CCL 1 stocks |
$422,924
0.16% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$407,722
0.16% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AJG 1 stocks |
$360,228
0.14% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
GO 1 stocks |
$304,950
0.12% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$254,917
0.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
REIT—Retail | Real Estate
O 1 stocks |
$241,640
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$241,342
0.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TT 1 stocks |
$205,495
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|