Prosperity Wealth Management, Inc. Portfolio Holdings by Sector
Prosperity Wealth Management, Inc.
- $213 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SCHX SCHG VOO QQQ IUS SPHY TQQQ VONG 71 stocks |
$114 Million
57.0% of portfolio
|
33
|
36
|
7
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PLTR CRWD CYBR PANW S DOCN OKTA 11 stocks |
$11.3 Million
5.65% of portfolio
|
4
|
7
|
2
|
- |
2
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AMD TSM AVGO POET AMD 6 stocks |
$5.85 Million
2.94% of portfolio
|
5
|
1
|
1
|
- |
1
Calls
0
Puts
|
|
Software—Application | Technology
UBER SHOP TTD CRM DOCU PAYC OPFI BRZE 8 stocks |
$5.78 Million
2.9% of portfolio
|
6
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN MELI CPNG 3 stocks |
$5.42 Million
2.72% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL DASH GOOG 4 stocks |
$5.21 Million
2.62% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$4.5 Million
2.26% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BXMX PTY FSK PDI GOF UTF PCN 7 stocks |
$4.29 Million
2.15% of portfolio
|
5
|
1
|
3
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
TRGP LNG 2 stocks |
$2.68 Million
1.35% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS SCHW APLD 3 stocks |
$2.48 Million
1.24% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
$2.46 Million
1.24% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Gambling | Consumer Cyclical
DKNG 1 stocks |
$2.21 Million
1.11% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX AXON HWM BA CW ACHR 6 stocks |
$2.17 Million
1.09% of portfolio
|
2
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY AZN 2 stocks |
$2.1 Million
1.05% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
BAC JPM 2 stocks |
$1.84 Million
0.92% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE EMR 2 stocks |
$1.54 Million
0.77% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
VRTX AXSM BNTX NTLA RXRX ANIX ADAP 7 stocks |
$1.48 Million
0.74% of portfolio
|
5
|
2
|
4
|
- |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
WYNN 1 stocks |
$1.46 Million
0.73% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML 1 stocks |
$1.38 Million
0.69% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$1.36 Million
0.68% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
PNC TFC 2 stocks |
$1.23 Million
0.62% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM KD INOD NOTE 4 stocks |
$1.18 Million
0.59% of portfolio
|
4
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
OSCR 1 stocks |
$1.15 Million
0.58% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
ORLY TSCO 2 stocks |
$1.05 Million
0.53% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$1.05 Million
0.53% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
DECK 1 stocks |
$956,870
0.48% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
VST 1 stocks |
$941,751
0.47% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
PYPL V SOFI 3 stocks |
$836,364
0.42% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$792,328
0.4% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$774,602
0.39% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
VRT 1 stocks |
$764,093
0.38% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT TGT 2 stocks |
$747,172
0.38% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Airlines | Industrials
DAL 1 stocks |
$699,867
0.35% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
SFM 1 stocks |
$658,184
0.33% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
STRL PRIM 2 stocks |
$633,875
0.32% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$631,426
0.32% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
CMG BROS 2 stocks |
$611,894
0.31% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$592,448
0.3% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
PSTG QBTS 2 stocks |
$563,371
0.28% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
ES 1 stocks |
$450,112
0.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$421,271
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
RBLX 1 stocks |
$373,289
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
GFF 1 stocks |
$350,350
0.18% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
IRMD 1 stocks |
$346,106
0.17% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
WY 1 stocks |
$332,328
0.17% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Uranium | Energy
LEU 1 stocks |
$289,899
0.15% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
DHI 1 stocks |
$260,871
0.13% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Steel | Basic Materials
CLF 1 stocks |
$249,715
0.13% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$248,213
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
REIT—Retail | Real Estate
O 1 stocks |
$230,590
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$216,074
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
DOCS 1 stocks |
$202,815
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
UPWK 1 stocks |
$166,388
0.08% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
MVIS 1 stocks |
$163,741
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|