Prosperity Wealth Management, Inc. Portfolio Holdings

Prosperity Wealth Management, Inc.

  • $204 Billion
  • Q2 2024

Prosperity Wealth Management, Inc. has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $204 Billion distributed in 173 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 $25.8B, Invesco Qqq Trust, Series 1 with a value of $22.2B, Schwab Strategic Tr Us Large C with a value of $13.5B, Schwab Strategic Tr Us Large C with a value of $10.5B, and Microsoft Corp with a value of $8.6B.

Examining the 13F form we can see an decrease of $7.48B in the current position value, from $211B to 204B.

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 $204 Billion
ETFs: $118 Billion
Technology: $35.3 Billion
Consumer Cyclical: $11.1 Billion
Financial Services: $7.19 Billion
Consumer Defensive: $5.56 Billion
Communication Services: $5.2 Billion
Healthcare: $4.59 Billion
Energy: $4.27 Billion
Other: $3.82 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.59B
$554 Million 0.27% of portfolio
8,850
Q2 2024 Added 7,663.16%
$1.28B
$331 Million 0.16% of portfolio
8,000
Q2 2024 New
$1.16B
$282 Million 0.14% of portfolio
14,570
Q2 2024 New
$750M
$194 Million 0.1% of portfolio
49,020
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 173
  • Current Value $204 Billion
  • Prior Value $211 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 13, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 47 stocks
  • Additional Purchases 69 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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