Prosperity Wealth Management, Inc. Top Holdings and 13F Report (2025)

About Prosperity Wealth Management, Inc.

Investment Activity

Prosperity Wealth Management, Inc. has $212.75 million in total holdings as of March 31, 2025.
Prosperity Wealth Management, Inc. owns shares of 213 different stocks, but just 82 companies or ETFs make up 80% of its holdings.
Approximately 19.90% of the portfolio was purchased this quarter.
About 25.52% of the portfolio was sold this quarter.
This quarter, Prosperity Wealth Management, Inc. has purchased 204 new stocks and bought additional shares in 75 stocks.
Prosperity Wealth Management, Inc. sold shares of 72 stocks and completely divested from 43 stocks this quarter.

Largest Holdings

Schwab US Large-Cap ETF: $17,836,852
Schwab U.S. Large-Cap Growth ETF: $15,500,059
Vanguard S&P 500 ETF: $13,199,176
Invesco QQQ: $9,871,504
Microsoft: $6,799,713

Largest New Holdings this Quarter

38141G104 - The Goldman Sachs Group: $1,728,462 Holding
46137V613 - Invesco FTSE RAFI US 1000 ETF: $999,137 Holding
060505104 - Bank of America: $998,293 Holding
82889N376 - SIMPLIFY EXCHANGE TRADED FUN: $823,037 Holding
247361702 - Delta Air Lines: $699,867 Holding

Largest Purchases this Quarter

SPDR Portfolio High Yield Bond ETF: 179,630 shares (about $4.21M)
ProShares UltraPro QQQ: 59,858 shares (about $3.43M)
Schwab U.S. Large-Cap Growth ETF: 93,007 shares (about $2.33M)
The Goldman Sachs Group: 3,164 shares (about $1.73M)
Schwab US Large-Cap ETF: 56,260 shares (about $1.24M)

Largest Sales this Quarter

ProShares Ultra QQQ: 124,738 shares (about $11.09M)
Invesco QQQ: 16,961 shares (about $7.95M)
Vanguard S&P 500 ETF: 14,848 shares (about $7.63M)
ProShares Ultra S&P500: 31,796 shares (about $2.63M)
Apple: 5,733 shares (about $1.27M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SCHX Schwab US Large-Cap ETF	$17,836,852	$1,242,221 ▲	7.5%	807,828	8.4%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$15,500,059	$2,328,895 ▲	17.7%	619,012	7.3%	ETF
VOO Vanguard S&P 500 ETF	$13,199,176	$7,630,485 ▼	-36.6%	25,684	6.2%	ETF
QQQ Invesco QQQ	$9,871,504	$7,953,191 ▼	-44.6%	21,052	4.6%	Finance
MSFT Microsoft	$6,799,713	$440,326 ▼	-6.1%	18,114	3.2%	Computer and Technology
IUS Invesco RAFI Strategic US ETF	$5,280,167	$299,219 ▲	6.0%	106,973	2.5%	Manufacturing
SPHY SPDR Portfolio High Yield Bond ETF	$4,663,804	$4,206,927 ▲	920.8%	199,138	2.2%	ETF
AMZN Amazon.com	$4,584,315	$298,708 ▲	7.0%	24,095	2.2%	Retail/Wholesale
AAPL Apple	$4,500,013	$1,273,501 ▼	-22.1%	20,258	2.1%	Computer and Technology
NVDA NVIDIA	$4,095,648	$6,069 ▼	-0.1%	37,790	1.9%	Computer and Technology
TQQQ ProShares UltraPro QQQ	$3,587,037	$3,429,863 ▲	2,182.2%	62,601	1.7%	ETF
VONG Vanguard Russell 1000 Growth ETF	$3,250,008	$411,065 ▲	14.5%	35,025	1.5%	ETF
MGK Vanguard Mega Cap Growth ETF	$3,052,140	$83,091 ▲	2.8%	9,881	1.4%	ETF
META Meta Platforms	$2,488,146	$525,640 ▲	26.8%	4,317	1.2%	Computer and Technology
PG Procter & Gamble	$2,461,362	$51,978 ▼	-2.1%	14,443	1.2%	Consumer Staples
DKNG DraftKings	$2,207,369	$144,563 ▲	7.0%	66,467	1.0%	Consumer Discretionary
TRGP Targa Resources	$2,197,151	$73,773 ▼	-3.2%	10,960	1.0%	Energy
SGOV iShares 0-3 Month Treasury Bond ETF	$2,169,804	$737,898 ▲	51.5%	21,554	1.0%	ETF
UBER Uber Technologies	$1,847,730	$119,563 ▲	6.9%	25,360	0.9%	Computer and Technology
LLY Eli Lilly and Company	$1,818,654	$65,247 ▲	3.7%	2,202	0.9%	Medical
PALANTIR TECHNOLOGIES INC	$1,743,113	$989,252 ▲	131.2%	20,653	0.8%	CL A
GS The Goldman Sachs Group	$1,728,462	$1,728,462 ▲	New Holding	3,164	0.8%	Finance
ARISTA NETWORKS INC	$1,662,643	$150,544 ▲	10.0%	21,459	0.8%	COM SHS
XLK Technology Select Sector SPDR Fund	$1,661,751	$162,913 ▼	-8.9%	8,048	0.8%	ETF
BXMX Nuveen S&P 500 Buy-Write Income Fund	$1,604,126		0.0%	122,266	0.8%	Financial Services
IJH iShares Core S&P Mid-Cap ETF	$1,594,764	$447,953 ▼	-21.9%	27,331	0.7%	ETF
GOOGL Alphabet	$1,576,246	$264,898 ▲	20.2%	10,193	0.7%	Computer and Technology
WYNN Wynn Resorts	$1,460,833		0.0%	17,495	0.7%	Consumer Discretionary
ASML ASML	$1,378,270	$123,912 ▲	9.9%	2,080	0.6%	Computer and Technology
XOM Exxon Mobil	$1,358,774	$136,888 ▼	-9.2%	11,425	0.6%	Energy
SSO ProShares Ultra S&P500	$1,303,123	$2,632,073 ▼	-66.9%	15,742	0.6%	ETF
SSUS Day Hagan/Ned Davis Research Smart Sector ETF	$1,172,751	$47,672 ▼	-3.9%	28,807	0.6%	ETF
OSCR Oscar Health	$1,149,432	$110,111 ▲	10.6%	87,676	0.5%	Finance
SHOP Shopify	$1,125,709	$115,531 ▲	11.4%	11,790	0.5%	Computer and Technology
OEF iShares S&P 100 ETF	$1,123,132	$743,428 ▼	-39.8%	4,147	0.5%	ETF
IVV iShares Core S&P 500 ETF	$1,115,041	$47,771 ▲	4.5%	1,984	0.5%	ETF
PTY PIMCO Corporate & Income Opportunity Fund	$1,101,953	$60,775 ▲	5.8%	76,207	0.5%	Finance
SCHQ Schwab Long-Term U.S. Treasury ETF	$1,080,100	$201,868 ▲	23.0%	32,970	0.5%	ETF
NFLX Netflix	$1,050,961	$276,029 ▲	35.6%	1,127	0.5%	Consumer Discretionary
ARKW ARK Next Generation Internet ETF	$1,032,264	$219,157 ▲	27.0%	10,904	0.5%	ETF
PRF Invesco FTSE RAFI US 1000 ETF	$999,137	$999,137 ▲	New Holding	24,725	0.5%	ETF
BAC Bank of America	$998,293	$998,293 ▲	New Holding	23,923	0.5%	Finance
JEPI JPMorgan Equity Premium Income ETF	$978,070	$3,828 ▼	-0.4%	17,117	0.5%	ETF
DECK Deckers Outdoor	$956,870	$646,374 ▲	208.2%	8,558	0.4%	Retail/Wholesale
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$953,568	$6,548 ▼	-0.7%	12,087	0.4%	ETF
VST Vistra	$941,751	$593,189 ▲	170.2%	8,019	0.4%	Utilities
PYLD PIMCO Multi Sector Bond Active ETF	$933,594	$30,987 ▲	3.4%	35,431	0.4%	ETF
SPTS SPDR Portfolio Short Term Treasury ETF	$929,126	$62,456 ▼	-6.3%	31,776	0.4%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$921,379	$504,082 ▲	120.8%	5,319	0.4%	ETF
GRAYSCALE BITCOIN TRUST ETF	$906,580	$700,121 ▲	339.1%	13,911	0.4%	SHS REP COM UT
IWF iShares Russell 1000 Growth ETF	$870,949		0.0%	2,412	0.4%	ETF
GE General Electric	$866,924	$158,933 ▲	22.4%	4,331	0.4%	Transportation
DOORDASH INC	$854,633	$12,977 ▼	-1.5%	4,676	0.4%	CL A
SVOL Simplify Volatility Premium ETF	$846,350	$411,522 ▲	94.6%	46,554	0.4%	ETF
JPM JPMorgan Chase & Co.	$840,134		0.0%	3,425	0.4%	Finance
SIMPLIFY EXCHANGE TRADED FUN	$823,037	$823,037 ▲	New Holding	15,384	0.4%	BOND BULL ETF
TIDAL TR II	$810,966	$135,937 ▼	-14.4%	45,817	0.4%	YIELDMAX SHORT
TSLA Tesla	$792,328	$183,503 ▲	30.1%	3,057	0.4%	Auto/Tires/Trucks
ISRG Intuitive Surgical	$774,602	$61,909 ▼	-7.4%	1,564	0.4%	Medical
VRT Vertiv	$764,093	$264,613 ▲	53.0%	10,583	0.4%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$734,549	$335,666 ▲	84.2%	1,313	0.3%	Finance
ORLY O'Reilly Automotive	$733,481	$20,056 ▼	-2.7%	512	0.3%	Retail/Wholesale
BUFQ FT Vest Laddered Nasdaq Buffer ETF	$733,242	$26,068 ▲	3.7%	24,556	0.3%	ETF
QLD ProShares Ultra QQQ	$730,327	$11,086,714 ▼	-93.8%	8,217	0.3%	ETF
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF	$724,475	$23,161 ▲	3.3%	8,039	0.3%	ETF
DAL Delta Air Lines	$699,867	$699,867 ▲	New Holding	16,052	0.3%	Transportation
CRWD CrowdStrike	$678,011	$65,580 ▼	-8.8%	1,923	0.3%	Computer and Technology
EMR Emerson Electric	$670,622	$151,402 ▲	29.2%	6,117	0.3%	Industrials
TTD Trade Desk	$669,499	$445,694 ▲	199.1%	12,235	0.3%	Computer and Technology
BUFR FT Vest Laddered Buffer ETF	$669,153	$116,889 ▲	21.2%	22,538	0.3%	ETF
SFM Sprouts Farmers Market	$658,184	$26,712 ▲	4.2%	4,312	0.3%	Retail/Wholesale
PNC The PNC Financial Services Group	$650,990	$2,461 ▲	0.4%	3,704	0.3%	Finance
SCHW Charles Schwab	$643,070	$643,070 ▲	New Holding	8,215	0.3%	Finance
AMD Advanced Micro Devices	$635,447	$92,671 ▲	17.1%	6,185	0.3%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$631,426	$15,394 ▲	2.5%	2,297	0.3%	ETF
NOBL ProShares S&P 500 Aristocrats ETF	$629,082	$30,652 ▼	-4.6%	6,157	0.3%	ETF
SMH VanEck Semiconductor ETF	$623,539	$431,974 ▼	-40.9%	2,949	0.3%	Manufacturing
FSK FS KKR Capital	$613,730	$79,694 ▲	14.9%	29,295	0.3%	Finance
CRM Salesforce	$611,324	$77,824 ▲	14.6%	2,278	0.3%	Computer and Technology
MESOBLAST LTD	$607,776	$555,922 ▼	-47.8%	48,700	0.3%	SPONS ADR
IWB iShares Russell 1000 ETF	$606,880	$14,727 ▼	-2.4%	1,978	0.3%	ETF
DOCU DocuSign	$605,209	$12,210 ▼	-2.0%	7,435	0.3%	Computer and Technology
BITO ProShares Bitcoin ETF	$598,386	$769 ▼	-0.1%	32,663	0.3%	ETF
CEG Constellation Energy	$592,448	$118,369 ▲	25.0%	2,938	0.3%	Energy
SPLV Invesco S&P 500 Low Volatility ETF	$583,362	$9,266 ▼	-1.6%	7,807	0.3%	ETF
TFC Truist Financial	$577,088		0.0%	14,024	0.3%	Finance
MELI MercadoLibre	$565,752	$48,772 ▲	9.4%	290	0.3%	Retail/Wholesale
ARM HOLDINGS PLC	$562,143	$19,115 ▲	3.5%	5,264	0.3%	SPONSORED ADS
EXCHANGE TRADED CONCEPTS TRU	$561,901	$561,901 ▲	New Holding	32,496	0.3%	RANGE GLOBAL COA
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF	$536,093	$4,587 ▼	-0.8%	5,844	0.3%	ETF
IWY iShares Russell Top 200 Growth ETF	$535,588	$246,594 ▲	85.3%	2,539	0.3%	ETF
TSM Taiwan Semiconductor Manufacturing	$534,520	$78,850 ▲	17.3%	3,220	0.3%	Computer and Technology
PROSHARES TR	$521,535	$521,535 ▲	New Holding	9,993	0.2%	ULTRAPRO SRT DOW
IOO iShares Global 100 ETF	$521,174	$521,174 ▲	New Holding	5,413	0.2%	ETF
AGGH Simplify Aggregate Bond PLUS Credit Hedge ETF	$515,432	$74,576 ▲	16.9%	24,370	0.2%	ETF
CONL GraniteShares 2x Long COIN Daily ETF	$514,206	$1,733 ▼	-0.3%	37,100	0.2%	ETF
RTX RTX	$513,150	$1,325 ▼	-0.3%	3,874	0.2%	Aerospace
WMT Walmart	$504,432	$25,546 ▲	5.3%	5,746	0.2%	Retail/Wholesale
VUG Vanguard Growth ETF	$503,765	$107,870 ▲	27.2%	1,359	0.2%	ETF
TIDAL TR II	$493,837	$45,631 ▲	10.2%	39,350	0.2%	YIELDMAX SHORT

Showing largest 100 holdings. View all holdings.

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Prosperity Wealth Management, Inc. Top Holdings and 13F Report (2025)

About Prosperity Wealth Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Prosperity Wealth Management, Inc. Top Holdings and 13F Report (2025)

About Prosperity Wealth Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofProsperity Wealth Management, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools