Prosperity Wealth Management, Inc. Portfolio Holdings by Sector
Prosperity Wealth Management, Inc.
- $270 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SCHX SCHG VOO QQQ IUS SPHY TQQQ VONG 70 stocks |
$135 Million
55.53% of portfolio
|
39
|
28
|
14
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PLTR CRWD ORCL CYBR HOOD PANW ALLT 10 stocks |
$16.3 Million
6.71% of portfolio
|
8
|
2
|
5
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO MRVL AMD TSM MU RMBS SKYT 9 stocks |
$11.7 Million
4.83% of portfolio
|
8
|
1
|
4
|
- |
1
Calls
0
Puts
|
|
Software—Application | Technology
UBER SHOP INTU NOW PAYC OPFI MSTR GTLB 9 stocks |
$7.16 Million
2.95% of portfolio
|
8
|
1
|
5
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL DASH GOOG CARG 5 stocks |
$7.15 Million
2.94% of portfolio
|
3
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN MELI CPNG 3 stocks |
$6.11 Million
2.52% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BXMX PTY FSK PDI GOF PCN 6 stocks |
$4.34 Million
1.79% of portfolio
|
5
|
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3.99 Million
1.64% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Gambling | Consumer Cyclical
DKNG 1 stocks |
$2.9 Million
1.2% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS SCHW 2 stocks |
$2.86 Million
1.18% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
OSCR UNH 2 stocks |
$2.67 Million
1.1% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
$2.29 Million
0.94% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Aerospace & Defense | Industrials
AXON RTX CW ACHR BA 5 stocks |
$2.27 Million
0.94% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
TRGP 1 stocks |
$1.89 Million
0.78% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC 2 stocks |
$1.81 Million
0.75% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT TGT 3 stocks |
$1.79 Million
0.74% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
UPST PYPL SOFI V 4 stocks |
$1.77 Million
0.73% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$1.75 Million
0.72% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE EMR 2 stocks |
$1.67 Million
0.69% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
STRL PRIM GLDD 3 stocks |
$1.4 Million
0.58% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM INOD NOTE 3 stocks |
$1.38 Million
0.57% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$1.37 Million
0.56% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$1.34 Million
0.55% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
PNC TFC 2 stocks |
$1.3 Million
0.53% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
JNPR PI 2 stocks |
$1.27 Million
0.52% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$1.27 Million
0.52% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
VST 1 stocks |
$1.24 Million
0.51% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
WYNN 1 stocks |
$1.23 Million
0.51% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML 1 stocks |
$1.23 Million
0.51% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
VRT 1 stocks |
$1.17 Million
0.48% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
RBLX NTES 2 stocks |
$1.05 Million
0.43% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$946,396
0.39% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
MVIS 1 stocks |
$828,380
0.34% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$751,749
0.31% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
BNTX RXRX ANIX ADAP 4 stocks |
$744,807
0.31% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
DECK 1 stocks |
$741,692
0.31% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
SFM 1 stocks |
$739,563
0.3% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
VEEV 1 stocks |
$680,497
0.28% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
ORLY 1 stocks |
$676,876
0.28% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
IONQ QBTS 2 stocks |
$612,746
0.25% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Airlines | Industrials
DAL 1 stocks |
$592,127
0.24% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Uranium | Energy
LEU 1 stocks |
$554,120
0.23% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
IHG 1 stocks |
$464,244
0.19% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
ES 1 stocks |
$462,259
0.19% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
EHC 1 stocks |
$442,081
0.18% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
BROS 1 stocks |
$415,348
0.17% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$389,102
0.16% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
GH 1 stocks |
$379,892
0.16% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$267,347
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
Residential Construction | Consumer Cyclical
DHI 1 stocks |
$264,544
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Recreational Vehicles | Consumer Cyclical
PII 1 stocks |
$240,225
0.1% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
O 1 stocks |
$229,000
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Broadcasting | Communication Services
CURI 1 stocks |
$228,015
0.09% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$216,173
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TT 1 stocks |
$214,768
0.09% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
RCII 1 stocks |
$208,330
0.09% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|