Prosperity Wealth Management, Inc. Portfolio Holdings

Prosperity Wealth Management, Inc.

  • $211 Billion
  • Q1 2024

Prosperity Wealth Management, Inc. has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $211 Billion distributed in 168 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 $29.7B, Invesco Qqq Trust, Series 1 with a value of $25.4B, Schwab Strategic Tr Us Large C with a value of $15.9B, Proshares Ultrapro Qqq with a value of $13.4B, and Schwab Strategic Tr Us Large C with a value of $9.41B.

Examining the 13F form we can see an increase of $57.2B in the current position value, from $154B to 211B.

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 $211 Billion
ETFs: $141 Billion
Technology: $27.7 Billion
Consumer Cyclical: $10 Billion
Financial Services: $6.09 Billion
Consumer Defensive: $5.56 Billion
Energy: $4.13 Billion
Communication Services: $3.64 Billion
Healthcare: $2.85 Billion
Other: $2.84 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$29.7 Billion 14.08% of portfolio
61,818
Q1 2024 Added 395.54%
$0
$25.4 Billion 12.05% of portfolio
57,270
Q1 2024 Added 789.01%
$0
$15.9 Billion 7.55% of portfolio
256,669
Q1 2024 Added 8.04%
$0
$13.4 Billion 6.37% of portfolio
218,311
Q1 2024 Reduced 62.29%
$0
$9.41 Billion 4.46% of portfolio
101,500
Q1 2024 Added 0.44%
$3.36T
$7.86 Billion 3.73% of portfolio
18,689
Q1 2024 Added 5.43%
$3.36T
$4.42 Billion 2.09% of portfolio
25,747
Q1 2024 Added 9.61%
$0
$3.93 Billion 1.86% of portfolio
55,670
Q1 2024 Reduced 57.28%
$0
$3.79 Billion 1.8% of portfolio
79,882
Q1 2024 Added 9.05%
$1.9T
$3.51 Billion 1.67% of portfolio
19,485
Q1 2024 Added 20.63%
$0
$3.48 Billion 1.65% of portfolio
34,561
Q1 2024 Reduced 3.26%
$0
$3.32 Billion 1.57% of portfolio
86,312
Q1 2024 Reduced 4.22%
$395B
$2.43 Billion 1.15% of portfolio
14,977
Q1 2024 Added 1.22%
$314B
$2.39 Billion 1.13% of portfolio
2,646
Q1 2024 Added 41.57%
$0
$2.15 Billion 1.02% of portfolio
10,328
Q1 2024 Added 3.31%
$10B
$2.02 Billion 0.96% of portfolio
19,740
Q1 2024 Reduced 7.39%
$0
$1.93 Billion 0.91% of portfolio
33,273
Q1 2024 Added 1.97%
$0
$1.81 Billion 0.86% of portfolio
20,872
Q1 2024 Added 307.97%
-
$1.63 Billion 0.77% of portfolio
-
Q1 2024 Reduced 11.94%
$0
$1.58 Billion 0.75% of portfolio
25,937
Q1 2024 Added 2,199.38%
$0
$1.56 Billion 0.74% of portfolio
18,754
Q1 2024 Added 11.8%
$0
$1.54 Billion 0.73% of portfolio
116,262
Q1 2024 Added 3.51%
$0
$1.51 Billion 0.72% of portfolio
38,460
Q1 2024 Added 6.08%
$0
$1.49 Billion 0.71% of portfolio
59,882
Q1 2024 New
$477B
$1.47 Billion 0.7% of portfolio
12,638
Q1 2024 Added 5.04%
$29.4B
$1.43 Billion 0.68% of portfolio
12,751
Q1 2024 New
$0
$1.39 Billion 0.66% of portfolio
4,859
Q1 2024 Added 78.57%
$83.1B
$1.33 Billion 0.63% of portfolio
4,161
Q1 2024 Added 20.47%
$17B
$1.22 Billion 0.58% of portfolio
26,859
Q1 2024 New
$0
$1.18 Billion 0.56% of portfolio
23,958
Q1 2024 Reduced 39.62%
$77.1B
$1.18 Billion 0.56% of portfolio
15,340
Q1 2024 Added 13.38%
$0
$1.17 Billion 0.55% of portfolio
40,515
Q1 2024 New
$0
$1.13 Billion 0.53% of portfolio
34,950
Q1 2024 New
Direxion Shs ETF Tr
-
$1.08 Billion 0.51% of portfolio
-
Q1 2024 Added 74.23%
$0
$1.03 Billion 0.49% of portfolio
20,486
Q1 2024 Reduced 19.52%
$0
$945 Million 0.45% of portfolio
1,797
Q1 2024 Added 30.41%
$0
$931 Million 0.44% of portfolio
55,426
Q1 2024 New
$1.1T
$923 Million 0.44% of portfolio
6,115
Q1 2024 Added 56.31%
$1.15T
$910 Million 0.43% of portfolio
1,875
Q1 2024 Added 171.74%
$103B
$896 Million 0.42% of portfolio
3,090
Q1 2024 Added 53.35%
$74B
$814 Million 0.39% of portfolio
3,957
Q1 2024 Added 67.88%
$332B
$829 Million 0.39% of portfolio
6,454
Q1 2024 New
$66.4B
$804 Million 0.38% of portfolio
712
Q1 2024 Added 27.37%
$44.1B
$772 Million 0.37% of portfolio
764
Q1 2024 New
$10.9B
$774 Million 0.37% of portfolio
3,950
Q1 2024 New
$0
$781 Million 0.37% of portfolio
36,465
Q1 2024 Added 18.38%
$406B
$757 Million 0.36% of portfolio
780
Q1 2024 New
$25.9B
$734 Million 0.35% of portfolio
780
Q1 2024 New
$37.7B
$729 Million 0.35% of portfolio
7,890
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 168
  • Current Value $211 Billion
  • Prior Value $154 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 56 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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