Prosperity Wealth Management, Inc. Portfolio Holdings

Prosperity Wealth Management, Inc.

  • $250 Billion
  • Q3 2024

Prosperity Wealth Management, Inc. has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $250 Billion distributed in 192 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Proshares Ultra Qqq with a value of $38.7B, Proshares Ultra S&P 500 with a value of $15.8B, Vanguard Index Fds S&P 500 ETF with a value of $15.3B, Schwab Strategic Tr Us Large C with a value of $14.8B, and Invesco Qqq Trust, Series 1 with a value of $12.4B.

Examining the 13F form we can see an increase of $46.6B in the current position value, from $204B to 250B.

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 $250 Billion
ETFs: $159 Billion
Technology: $36.7 Billion
Consumer Cyclical: $11.2 Billion
Financial Services: $9.88 Billion
Healthcare: $6.47 Billion
Communication Services: $5.46 Billion
Consumer Defensive: $4.35 Billion
Industrials: $3.66 Billion
Other: $5.5 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$38.7 Billion 15.46% of portfolio
383,979
Q3 2024 New
$0
$15.8 Billion 6.32% of portfolio
175,220
Q3 2024 New
$0
$15.3 Billion 6.1% of portfolio
28,929
Q3 2024 Reduced 43.98%
$0
$14.8 Billion 5.91% of portfolio
217,723
Q3 2024 Added 3.66%
$0
$12.4 Billion 4.95% of portfolio
25,374
Q3 2024 Reduced 45.35%
$0
$11.6 Billion 4.65% of portfolio
111,583
Q3 2024 Added 6.81%
$3.09T
$8.8 Billion 3.52% of portfolio
20,453
Q3 2024 Added 6.26%
$354B
$6.46 Billion 2.58% of portfolio
53,224
Q3 2024 Added 17.67%
$3.62T
$6.13 Billion 2.45% of portfolio
26,304
Q3 2024 Added 1.19%
$0
$4.94 Billion 1.97% of portfolio
98,122
Q3 2024 Added 1.07%
$2.06T
$3.96 Billion 1.58% of portfolio
21,248
Q3 2024 Added 13.89%
$0
$2.76 Billion 1.1% of portfolio
8,579
Q3 2024 Added 40.13%
$0
$2.74 Billion 1.09% of portfolio
28,358
Q3 2024 Added 26.84%
$402B
$2.55 Billion 1.02% of portfolio
14,750
Q3 2024 Reduced 0.02%
$0
$2.36 Billion 0.94% of portfolio
10,468
Q3 2024 Added 12.43%
$115B
$2.09 Billion 0.84% of portfolio
5,449
Q3 2024 Added 17.64%
$0
$2.02 Billion 0.81% of portfolio
32,472
Q3 2024 Reduced 9.87%
$44.4B
$1.89 Billion 0.76% of portfolio
12,765
Q3 2024 Added 0.11%
$1.25T
$1.82 Billion 0.73% of portfolio
3,177
Q3 2024 Reduced 8.26%
$0
$1.81 Billion 0.72% of portfolio
30,389
Q3 2024 Reduced 4.68%
$10.3B
$1.75 Billion 0.7% of portfolio
18,240
Q3 2024 Reduced 7.6%
$0
$1.75 Billion 0.7% of portfolio
6,330
Q3 2024 Reduced 35.32%
$709B
$1.76 Billion 0.7% of portfolio
1,988
Q3 2024 Added 78.78%
$0
$1.68 Billion 0.67% of portfolio
6,827
Q3 2024 Reduced 10.04%
$0
$1.63 Billion 0.65% of portfolio
118,865
Q3 2024 Added 0.48%
$129B
$1.51 Billion 0.6% of portfolio
18,880
Q3 2024 Added 4.42%
$497B
$1.47 Billion 0.59% of portfolio
12,506
Q3 2024 Reduced 9.15%
$0
$1.44 Billion 0.58% of portfolio
14,288
Q3 2024 Added 0.47%
$1.03T
$1.39 Billion 0.56% of portfolio
8,373
Q3 2024 Added 4.13%
$612B
$1.33 Billion 0.53% of portfolio
2,888
Q3 2024 Added 257.43%
$145B
$1.26 Billion 0.5% of portfolio
16,738
Q3 2024 Reduced 15.15%
$0
$1.26 Billion 0.5% of portfolio
30,247
Q3 2024 Reduced 0.17%
$116B
$1.15 Billion 0.46% of portfolio
3,371
Q3 2024 Added 243.63%
Pimco ETF Tr
-
$1.13 Billion 0.45% of portfolio
-
Q3 2024 Added 43.09%
$0
$1.09 Billion 0.44% of portfolio
31,215
Q3 2024 New
$0
$1.1 Billion 0.44% of portfolio
33,400
Q3 2024 New
$0
$1.08 Billion 0.43% of portfolio
1,866
Q3 2024 Added 2.87%
$0
$1.08 Billion 0.43% of portfolio
36,630
Q3 2024 Reduced 20.97%
$0
$1.08 Billion 0.43% of portfolio
75,265
Q3 2024 Added 80.76%
Direxion Shs ETF Tr
-
$1.05 Billion 0.42% of portfolio
-
Q3 2024 Added 7.35%
$0
$1.03 Billion 0.41% of portfolio
12,834
Q3 2024 Added 0.9%
$12.4B
$1 Billion 0.4% of portfolio
3,440
Q3 2024 New
$13.2B
$1.01 Billion 0.4% of portfolio
6,070
Q3 2024 New
$230B
$905 Million 0.36% of portfolio
7,602
Q3 2024 Added 11.04%
$0
$907 Million 0.36% of portfolio
41,791
Q3 2024 Added 0.37%
$0
$905 Million 0.36% of portfolio
2,412
Q3 2024 Added 17.2%
$2.63B
$872 Million 0.35% of portfolio
41,105
Q3 2024 Added 3.27%
$32.7B
$846 Million 0.34% of portfolio
8,505
Q3 2024 Added 156.79%
$76.2B
$802 Million 0.32% of portfolio
696
Q3 2024 Reduced 1.56%

Summary

  • Portfolio
  • No. of Stocks 192
  • Current Value $250 Billion
  • Prior Value $204 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 58 stocks
  • Additional Purchases 76 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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