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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.25T
$8.8 Billion 3.52% of portfolio
20,453
Q3 2024 Added 6.26%
$336B
$6.46 Billion 2.58% of portfolio
53,224
Q3 2024 Added 17.67%
$4.09T
$6.13 Billion 2.45% of portfolio
26,304
Q3 2024 Added 1.19%
$2.29T
$3.96 Billion 1.58% of portfolio
21,248
Q3 2024 Added 13.89%
$398B
$2.55 Billion 1.02% of portfolio
14,750
Q3 2024 Reduced 0.02%
$34.7B
$2.09 Billion 0.84% of portfolio
5,449
Q3 2024 Added 17.64%
$18.1B
$2.08 Billion 0.83% of portfolio
53,062
Q3 2024 Added 12.7%
$40.1B
$1.89 Billion 0.76% of portfolio
12,765
Q3 2024 Added 0.11%
$1.32T
$1.82 Billion 0.73% of portfolio
3,177
Q3 2024 Reduced 8.26%
$10.1B
$1.75 Billion 0.7% of portfolio
18,240
Q3 2024 Reduced 7.6%
$730B
$1.76 Billion 0.7% of portfolio
1,988
Q3 2024 Added 78.78%
$0
$1.63 Billion 0.65% of portfolio
118,865
Q3 2024 Added 0.48%
$130B
$1.51 Billion 0.6% of portfolio
18,880
Q3 2024 Added 4.42%
$441B
$1.47 Billion 0.59% of portfolio
12,506
Q3 2024 Reduced 9.15%
$1.14T
$1.39 Billion 0.56% of portfolio
8,373
Q3 2024 Added 4.13%
$590B
$1.33 Billion 0.53% of portfolio
2,888
Q3 2024 Added 257.43%
$55.9B
$1.15 Billion 0.46% of portfolio
3,371
Q3 2024 Added 243.63%
$0
$1.1 Billion 0.44% of portfolio
33,400
Q3 2024 New
$0
$1.08 Billion 0.43% of portfolio
75,265
Q3 2024 Added 80.76%
$13B
$1 Billion 0.4% of portfolio
3,440
Q3 2024 New
$12.4B
$1.01 Billion 0.4% of portfolio
6,070
Q3 2024 New
$192B
$905 Million 0.36% of portfolio
7,602
Q3 2024 Added 11.04%
$2.5B
$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%
$76.6B
$802 Million 0.32% of portfolio
696
Q3 2024 Reduced 1.56%
$73.4B
$801 Million 0.32% of portfolio
7,328
Q3 2024 Added 19.84%
$192B
$775 Million 0.31% of portfolio
4,722
Q3 2024 Added 13.84%
$185B
$769 Million 0.31% of portfolio
1,565
Q3 2024 Added 17.67%
$697B
$713 Million 0.28% of portfolio
3,380
Q2 2024 Reduced 0.24%
$61.2B
$693 Million 0.28% of portfolio
4,855
Q3 2024 Reduced 22.26%
$280B
$679 Million 0.27% of portfolio
815
Q3 2024 Reduced 8.32%
$102B
$664 Million 0.27% of portfolio
1,427
Q3 2024 Added 14.9%
$77.9B
$679 Million 0.27% of portfolio
3,676
Q3 2024 Added 0.44%
$44.9B
$656 Million 0.26% of portfolio
1,641
Q3 2024 Added 26.62%
$1.33T
$639 Million 0.26% of portfolio
2,441
Q3 2024 Reduced 22.75%
$74.2B
$625 Million 0.25% of portfolio
2,403
Q3 2024 Added 2.96%
$158B
$633 Million 0.25% of portfolio
17,018
Q3 2024 Reduced 12.88%
$405B
$603 Million 0.24% of portfolio
850
Q3 2024 Added 0.95%
$57.5B
$600 Million 0.24% of portfolio
14,024
Q4 2022 New
$19.7B
$463 Million 0.19% of portfolio
6,803
Q3 2024 Added 0.59%
$171B
$468 Million 0.19% of portfolio
3,866
Q2 2024 Reduced 0.74%
$101B
$486 Million 0.19% of portfolio
6,231
Q3 2024 New
$0
$461 Million 0.18% of portfolio
22,762
Q3 2024 Added 96.95%
$5.29B
$461 Million 0.18% of portfolio
5,205
Q3 2024 New
$19B
$453 Million 0.18% of portfolio
7,290
Q3 2024 Added 0.55%
$204B
$448 Million 0.18% of portfolio
4,662
Q3 2024 Added 8.87%
$250B
$449 Million 0.18% of portfolio
5,563
Q3 2024 Added 0.22%
$24B
$433 Million 0.17% of portfolio
9,011
Q3 2024 New
$6.74B
$421 Million 0.17% of portfolio
3,860
Q3 2024 Reduced 28.78%

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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