Prosperity Wealth Management, Inc. Incresed Positions in Q2 2025

Prosperity Wealth Management, Inc.

  • $270 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
1.48K
+ 1.21%
$11.71 - $13.88 $17.3K - $20.5K
124K $1.72B
BROS
Dutch Bros Inc.

Consumer Cyclical
1.13K
+ 22.73%
$51.37 - $73.72 $57.8K - $82.9K
6.08K $415M
PAYC
Paycom Software, Inc.

Technology
370
+ 20.22%
$193.07 - $265.71 $71.4K - $98.3K
2.2K $509M
RSP
Invesco S&P 500 Equal Weight E

ETFs
292
+ 5.49%
$152.93 - $181.74 $44.7K - $53.1K
5.61K $1.02B
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
17.8K
+ 95.03%
$3.97 - $5.84 $70.6K - $104K
36.5K $185M
SCHQ
Schwab Strategic Tr Long Term

ETFs
3.46K
+ 10.5%
$30.46 - $33.4 $105K - $116K
36.4K $1.16B
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
180
+ 4.17%
$144.63 - $179.53 $26K - $32.3K
4.49K $740M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
1.7K
+ 20.48%
$45.3 - $50.64 $77K - $86.1K
10K $491M
PYPL
Pay Pal Holdings, Inc.

Financial Services
117
+ 1.69%
$57.41 - $74.81 $6.72K - $8.75K
7.02K $522M
Fidelity Covington Trust
538
+ 4.51%
N/A
12.5K $430M
Neuphoria Therapeutics Inc
2.55K
+ 9.38%
N/A
29.8K $211M
PNC
Pnc Financial Services Group, Inc.

Financial Services
16
+ 0.43%
$149.76 - $186.42 $2.4K - $2.98K
3.72K $693M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
460
+ 7.87%
$91.43 - $91.74 $42.1K - $42.2K
6.3K $578M
NOTE
Fiscal Note Holdings, Inc.

Technology
176K
+ 86.76%
$0.48 - $0.79 $84.6K - $139K
380K $204M
MGC
Vanguard Mega Cap ETF

ETFs
47
+ 4.13%
$179.23 - $224.92 $8.42K - $10.6K
1.18K $266M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.06K
+ 16.91%
$24.32 - $27.87 $50K - $57.3K
14.2K $376M
TGT
Target Corp

Consumer Defensive
440
+ 18.92%
$88.76 - $105.77 $39.1K - $46.5K
2.77K $273M
JPIB
Jpmorgan International Bond Op

ETFs
514
+ 7.4%
$47.18 - $48.62 $24.3K - $25K
7.46K $363M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
2.7K
+ 14.2%
$13.74 - $15.66 $37.1K - $42.3K
21.7K $323M
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
2.89K
+ 23.48%
$11.76 - $13.64 $33.9K - $39.4K
15.2K $193M
First Tr Exchng Traded Fd Vi
1.64K
+ 11.9%
N/A
15.4K $303M
PDI
Pimco Dynamic Income Fund

Financial Services
1.96K
+ 12.75%
$17.02 - $19.87 $33.3K - $38.9K
17.3K $328M
ANIX
Anixa Biosciences Inc

Healthcare
2.1K
+ 6.1%
$2.38 - $3.75 $5K - $7.88K
36.5K $120M
Coya Therapeutics Inc
4.4K
+ 27.41%
N/A
20.5K $118M
ES
Eversource Energy

Utilities
19
+ 0.26%
$54.25 - $65.89 $1.03K - $1.25K
7.27K $462M
MGV
Vanguard Mega Cap Value

ETFs
40
+ 1.82%
$114.87 - $131.25 $4.59K - $5.25K
2.23K $293M
REZ
Ishares Tr Residential And Mul

ETFs
126
+ 4.87%
$76.14 - $86.35 $9.59K - $10.9K
2.72K $224M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
123
+ 1.58%
$68.13 - $74.77 $8.38K - $9.2K
7.93K $577M
Tidal Tr Ii
9.74K
+ 21.27%
N/A
55.6K $791M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
10
+ 1.26%
$483.48 - $539.8 $4.83K - $5.4K
801 $389M
Simplify Exchange Traded Fun
812
+ 5.28%
N/A
16.2K $787M
Tidal Tr Ii
20.6K
+ 52.4%
N/A
60K $447M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
7K
+ 1366.8%
$87.84 - $1441.89 $615K - $10.1M
7.51K $677M
Mesoblast LTD
1.4K
+ 2.87%
N/A
50.1K $546M
LLY
Eli Lilly & CO

Healthcare
37
+ 1.68%
$713.71 - $898.95 $26.4K - $33.3K
2.24K $1.75B
XOM
Exxon Mobil Corp

Energy
316
+ 2.77%
$99.93 - $119.04 $31.6K - $37.6K
11.7K $1.27B
Activity Summary
Buys All Purchases 159 New Holdings 72 Increased Positions 87 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 1 Puts 0
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