Prosperity Wealth Management, Inc. Incresed Positions in Q3 2025

Prosperity Wealth Management, Inc.

  • $295 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
353
+ 20.33%
$175.16 - $255.24 $61.8K - $90.1K
2.09K $509M
SOFI
So Fi Technologies, Inc.

Financial Services
2.32K
+ 13.8%
$17.64 - $29.81 $40.8K - $69K
19.1K $504M
UBER
Uber Technologies, Inc

Technology
779
+ 3.05%
$86.91 - $99.57 $67.7K - $77.6K
26.3K $2.58B
Super Micro Computer Inc
4.01K
+ 97.71%
N/A
8.11K $389M
IONQ
Ion Q, Inc.

Technology
375
+ 4.67%
$36.79 - $75.14 $13.8K - $28.2K
8.4K $517M
Coreweave Inc
1.88K
+ 53.19%
N/A
5.4K $739M
CRWD
Crowd Strike Holdings, Inc.

Technology
423
+ 14.31%
$412.46 - $514.1 $174K - $217K
3.38K $1.66B
SOUN
Soundhound Ai, Inc.

Technology
1.42K
+ 6.41%
$10.11 - $18.05 $14.4K - $25.7K
23.6K $380M
Neuphoria Therapeutics Inc
75
+ 0.25%
N/A
29.8K $352M
LLY
Eli Lilly & CO

Healthcare
216
+ 9.65%
$625.65 - $812.69 $135K - $176K
2.46K $1.87B
IWF
Ishares Russell 1000 Gr ETF

ETFs
25
+ 1.02%
$420.11 - $472.68 $10.5K - $11.8K
2.49K $1.16B
NTES
Net Ease, Inc.

Communication Services
470
+ 17.87%
$127.31 - $159.34 $59.8K - $74.9K
3.1K $471M
MVIS
Microvision, Inc.

Technology
35.3K
+ 4.85%
N/A
762K $945M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
2.2K
+ 21.97%
$48.72 - $50.73 $107K - $111K
12.2K $602M
PANW
Palo Alto Networks Inc

Technology
502
+ 32.49%
$167.06 - $208.19 $83.9K - $105K
2.05K $417M
VUG
Vanguard Growth ETF

ETFs
51
+ 2.97%
$433.97 - $484.08 $22.1K - $24.7K
1.77K $847M
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
1.76K
+ 1.42%
$13.87 - $14.46 $24.5K - $25.5K
126K $1.81B
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
4.34K
+ 7.9%
$20.0 - $20.97 $86.8K - $91.1K
59.3K $1.23B
CGGR
Capital Group Growth ETF Shs C

ETFs
1.5K
+ 20.16%
$40.2 - $44.58 $60.3K - $66.9K
8.95K $393M
JPM
Jpmorgan Chase & CO

Financial Services
22
+ 0.68%
$282.78 - $316.06 $6.22K - $6.95K
3.26K $1.03B
VEEV
Veeva Systems Inc

Healthcare
217
+ 9.18%
$269.2 - $297.91 $58.4K - $64.6K
2.58K $769M
RTX
Raytheon Technologies Corp

Industrials
18
+ 0.46%
$144.19 - $167.33 $2.6K - $3.01K
3.91K $655M
VST
Vistra Corp.

Utilities
286
+ 4.48%
$182.0 - $217.92 $52.1K - $62.3K
6.66K $1.31B
JPIB
Jpmorgan International Bond Op

ETFs
1.33K
+ 17.85%
$48.32 - $49.13 $64.4K - $65.4K
8.79K $431M
ES
Eversource Energy

Utilities
95
+ 1.31%
$62.86 - $71.14 $5.97K - $6.76K
7.36K $524M
SCHW
Schwab Charles Corp

Financial Services
334
+ 5.28%
$91.03 - $98.69 $30.4K - $33K
6.66K $636M
BSCU
Invesco Exc Self Ind Tr

ETFs
3.37K
+ 27.11%
$16.67 - $17.03 $56.2K - $57.4K
15.8K $267M
Ouster Inc
675
+ 5.48%
N/A
13K $352M
CEG
Constellation Energy Corp

Utilities
100
+ 3.41%
$298.82 - $354.89 $29.9K - $35.5K
3.03K $998M
Calamos ETF Tr
1.26K
+ 14.17%
N/A
10.1K $305M
VT
Vanguard Total World Stk Index

ETFs
225
+ 11.91%
$128.41 - $138.03 $28.9K - $31.1K
2.11K $291M
PATH
Ui Path, Inc.

Technology
2.7K
+ 12.74%
$10.44 - $13.38 $28.2K - $36.1K
23.9K $320M
OPFI
Opp Fi Inc.

Technology
12.1K
+ 35.69%
$9.58 - $14.29 $116K - $173K
46K $521M
PDI
Pimco Dynamic Income Fund

Financial Services
1.51K
+ 8.75%
$18.85 - $20.07 $28.5K - $30.4K
18.8K $373M
NOW
Service Now, Inc.

Technology
112
+ 19.44%
$850.86 - $1044.69 $95.3K - $117K
688 $633M
TFC
Truist Financial Corp

Financial Services
8
+ 0.06%
$42.83 - $47.07 $343 - $377
14K $642M
MGC
Vanguard Mega Cap ETF

ETFs
60
+ 5.07%
$224.2 - $245.55 $13.5K - $14.7K
1.24K $304M
DECK
Deckers Outdoor Corp

Consumer Cyclical
487
+ 6.77%
$95.32 - $123.91 $46.4K - $60.3K
7.68K $779M
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
1.7K
+ 11.21%
$12.52 - $13.45 $21.3K - $22.9K
16.9K $226M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
170
+ 2.66%
$62.09 - $66.51 $10.6K - $11.3K
6.57K $429M
Ishares Bitcoin Trust ETF
192
+ 3.87%
N/A
5.15K $335M
HD
Home Depot, Inc.

Consumer Cyclical
5
+ 0.85%
$357.4 - $423.42 $1.79K - $2.12K
595 $241M
Calamos ETF Tr
592
+ 5.88%
N/A
10.7K $310M
MSTR
Microstrategy Inc

Technology
283
+ 33.61%
$300.7 - $455.9 $85.1K - $129K
1.13K $362M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
350
+ 2.46%
$26.38 - $27.95 $9.23K - $9.78K
14.6K $397M
REZ
Ishares Tr Residential And Mul

ETFs
141
+ 5.19%
$81.06 - $85.23 $11.4K - $12K
2.86K $243M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
10
+ 1.25%
$459.11 - $506.91 $4.59K - $5.07K
811 $408M
Coya Therapeutics Inc
3.35K
+ 16.38%
N/A
23.8K $136M
ANIX
Anixa Biosciences Inc

Healthcare
5.3K
+ 14.52%
$2.92 - $3.52 $15.5K - $18.7K
41.8K $138M
Activity Summary
Buys All Purchases 170 New Holdings 57 Increased Positions 113 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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