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

About Prosperity Wealth Management, Inc.

Investment Activity

Prosperity Wealth Management, Inc. has $243.07 million in total holdings as of December 31, 2024.
Prosperity Wealth Management, Inc. owns shares of 204 different stocks, but just 70 companies or ETFs make up 80% of its holdings.
Approximately 28.74% of the portfolio was purchased this quarter.
About 28.06% of the portfolio was sold this quarter.
This quarter, Prosperity Wealth Management, Inc. has purchased 189 new stocks and bought additional shares in 73 stocks.
Prosperity Wealth Management, Inc. sold shares of 67 stocks and completely divested from 41 stocks this quarter.

Largest Holdings

Vanguard S&P 500 ETF: $21,839,230
Invesco QQQ: $19,433,168
Schwab US Large-Cap ETF: $17,421,353
Schwab U.S. Large-Cap Growth ETF: $14,659,760
ProShares Ultra QQQ: $14,391,049

Largest New Holdings this Quarter

ARISTA NETWORKS INC: $2,157,103 Holding
GraniteShares 2x Long COIN Daily ETF: $1,313,670 Holding
iShares Russell 2000 ETF: $1,235,387 Holding
GraniteShares 2x Long NVDA Daily ETF: $1,201,659 Holding
MAX Airlines -3x Inverse Leveraged ETN: $991,947 Holding

Largest Purchases this Quarter

Schwab US Large-Cap ETF: 533,845 shares (about $12.37M)
Schwab U.S. Large-Cap Growth ETF: 414,422 shares (about $11.55M)
Invesco QQQ: 12,639 shares (about $6.46M)
Vanguard S&P 500 ETF: 11,603 shares (about $6.25M)
ARISTA NETWORKS INC: 19,516 shares (about $2.16M)

Largest Sales this Quarter

ProShares Ultra QQQ: 251,024 shares (about $27.17M)
ProShares Ultra S&P500: 127,682 shares (about $11.81M)
NVIDIA: 15,678 shares (about $2.11M)
Berkshire Hathaway: 2,097 shares (about $950.53K)
Shopify: 8,300 shares (about $882.54K)

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
VOO Vanguard S&P 500 ETF	$21,839,230	$6,251,865 ▲	40.1%	40,532	9.0%	ETF
QQQ Invesco QQQ	$19,433,168	$6,461,363 ▲	49.8%	38,013	8.0%	Finance
SCHX Schwab US Large-Cap ETF	$17,421,353	$12,374,532 ▲	245.2%	751,568	7.2%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$14,659,760	$11,549,942 ▲	371.4%	526,005	6.0%	ETF
QLD ProShares Ultra QQQ	$14,391,049	$27,170,837 ▼	-65.4%	132,955	5.9%	ETF
MSFT Microsoft	$8,129,601	$491,477 ▼	-5.7%	19,287	3.3%	Computer and Technology
AAPL Apple	$6,508,635	$78,381 ▼	-1.2%	25,991	2.7%	Computer and Technology
NVDA NVIDIA	$5,082,299	$2,105,382 ▼	-29.3%	37,846	2.1%	Computer and Technology
IUS Invesco RAFI Strategic US ETF	$5,012,270	$138,530 ▲	2.8%	100,911	2.1%	Manufacturing
AMZN Amazon.com	$4,941,760	$280,161 ▲	6.0%	22,525	2.0%	Retail/Wholesale
SSO ProShares Ultra S&P500	$4,397,740	$11,811,861 ▼	-72.9%	47,538	1.8%	ETF
MGK Vanguard Mega Cap Growth ETF	$3,300,783	$354,735 ▲	12.0%	9,612	1.4%	ETF
VONG Vanguard Russell 1000 Growth ETF	$3,160,420	$231,079 ▲	7.9%	30,595	1.3%	ETF
PG Procter & Gamble	$2,472,488	$335 ▼	0.0%	14,748	1.0%	Consumer Staples
DKNG DraftKings	$2,310,641	$336,734 ▲	17.1%	62,114	1.0%	Consumer Discretionary
IJH iShares Core S&P Mid-Cap ETF	$2,181,365	$158,019 ▲	7.8%	35,008	0.9%	ETF
ARISTA NETWORKS INC	$2,157,103	$2,157,103 ▲	New Holding	19,516	0.9%	COM SHS
XLK Technology Select Sector SPDR Fund	$2,054,779	$379,240 ▼	-15.6%	8,837	0.8%	ETF
TRGP Targa Resources	$2,022,048	$256,505 ▼	-11.3%	11,328	0.8%	Oils/Energy
META Meta Platforms	$1,993,662	$133,496 ▲	7.2%	3,405	0.8%	Computer and Technology
OEF iShares S&P 100 ETF	$1,990,766	$162,335 ▲	8.9%	6,892	0.8%	ETF
MESOBLAST LTD	$1,846,251	$35,541 ▲	2.0%	93,245	0.8%	SPONS ADR
BXMX Nuveen S&P 500 Buy-Write Income Fund	$1,710,497	$47,580 ▲	2.9%	122,266	0.7%	Financial Services
LLY Eli Lilly and Company	$1,638,956	$104,220 ▲	6.8%	2,123	0.7%	Medical
GOOGL Alphabet	$1,605,347	$20,256 ▲	1.3%	8,480	0.7%	Computer and Technology
WYNN Wynn Resorts	$1,507,369	$64,189 ▼	-4.1%	17,495	0.6%	Consumer Discretionary
UBER Uber Technologies	$1,430,730	$421,094 ▲	41.7%	23,719	0.6%	Computer and Technology
SGOV iShares 0-3 Month Treasury Bond ETF	$1,426,933	$6,420 ▼	-0.4%	14,224	0.6%	ETF
XOM Exxon Mobil	$1,352,769	$7,530 ▲	0.6%	12,576	0.6%	Oils/Energy
CONL GraniteShares 2x Long COIN Daily ETF	$1,313,670	$1,313,670 ▲	New Holding	37,225	0.5%	ETF
ASML ASML	$1,312,000	$747,140 ▲	132.3%	1,893	0.5%	Computer and Technology
SSUS Day Hagan/Ned Davis Research Smart Sector ETF	$1,261,158	$11,317 ▼	-0.9%	29,978	0.5%	ETF
IWM iShares Russell 2000 ETF	$1,235,387	$1,235,387 ▲	New Holding	5,591	0.5%	Finance
SMH VanEck Semiconductor ETF	$1,208,815	$444,346 ▼	-26.9%	4,992	0.5%	Manufacturing
NVDL GraniteShares 2x Long NVDA Daily ETF	$1,201,659	$1,201,659 ▲	New Holding	18,100	0.5%	ETF
SHOP Shopify	$1,124,971	$882,539 ▼	-44.0%	10,580	0.5%	Computer and Technology
IVV iShares Core S&P 500 ETF	$1,118,146	$19,431 ▲	1.8%	1,899	0.5%	ETF
OSCR Oscar Health	$1,065,483	$513,032 ▲	92.9%	79,277	0.4%	Finance
PTY PIMCO Corporate & Income Opportunity Fund	$1,034,697	$46,861 ▼	-4.3%	72,004	0.4%	Finance
JETD MAX Airlines -3x Inverse Leveraged ETN	$991,947	$991,947 ▲	New Holding	82,376	0.4%	ETF
JEPI JPMorgan Equity Premium Income ETF	$988,567	$759,662 ▼	-43.5%	17,184	0.4%	ETF
SPTS SPDR Portfolio Short Term Treasury ETF	$983,791	$78,849 ▼	-7.4%	33,912	0.4%	ETF
IWF iShares Russell 1000 Growth ETF	$968,611		0.0%	2,412	0.4%	ETF
FAZ Direxion Daily Financial Bear 3X Shares	$958,398	$404,246 ▲	72.9%	150,455	0.4%	Finance
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$957,135	$52,222 ▼	-5.2%	12,170	0.4%	ETF
TSLA Tesla	$948,738	$37,158 ▼	-3.8%	2,349	0.4%	Auto/Tires/Trucks
TIDAL TR II	$936,199	$685,021 ▲	272.7%	53,497	0.4%	YIELDMAX SHORT
ARKW ARK Next Generation Internet ETF	$927,420	$349,308 ▲	60.4%	8,589	0.4%	ETF
CCL Carnival Co. &	$906,988	$906,988 ▲	New Holding	36,396	0.4%	Consumer Discretionary
PYLD PIMCO Multi Sector Bond Active ETF	$887,893	$207,542 ▼	-18.9%	34,255	0.4%	ETF
ISRG Intuitive Surgical	$881,590	$64,723 ▲	7.9%	1,689	0.4%	Medical
SCHQ Schwab Long-Term U.S. Treasury ETF	$842,584	$138,513 ▼	-14.1%	26,808	0.3%	ETF
JPM JPMorgan Chase & Co.	$820,988	$10,787 ▲	1.3%	3,425	0.3%	Finance
DOORDASH INC	$796,309	$18,117 ▼	-2.2%	4,747	0.3%	CL A
VRT Vertiv	$785,954	$180,299 ▼	-18.7%	6,918	0.3%	Computer and Technology
PANW Palo Alto Networks	$773,330	$159,943 ▲	26.1%	4,250	0.3%	Computer and Technology
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF	$748,860	$86,799 ▲	13.1%	7,782	0.3%	ETF
BITO ProShares Bitcoin ETF	$745,020	$45,560 ▼	-5.8%	32,705	0.3%	ETF
BUFQ FT Vest Laddered Nasdaq Buffer ETF	$744,357	$53,211 ▲	7.7%	23,683	0.3%	ETF
NVO Novo Nordisk A/S	$742,181	$88,257 ▲	13.5%	8,628	0.3%	Medical
NFLX Netflix	$740,687	$16,935 ▼	-2.2%	831	0.3%	Consumer Discretionary
CRWD CrowdStrike	$721,615	$366,111 ▲	103.0%	2,109	0.3%	Computer and Technology
PNC The PNC Financial Services Group	$711,631	$2,700 ▲	0.4%	3,690	0.3%	Finance
SOUN SoundHound AI	$702,495	$296,211 ▼	-29.7%	35,408	0.3%	Computer and Technology
DOCU DocuSign	$682,195	$26,532 ▲	4.0%	7,585	0.3%	Computer and Technology
PALANTIR TECHNOLOGIES INC	$675,527	$611,544 ▼	-47.5%	8,932	0.3%	CL A
DDOG Datadog	$673,012	$673,012 ▲	New Holding	4,710	0.3%	Computer and Technology
CRM Salesforce	$664,648	$664,648 ▲	New Holding	1,988	0.3%	Computer and Technology
IWB iShares Russell 1000 ETF	$652,833	$16,434 ▼	-2.5%	2,026	0.3%	ETF
VTI Vanguard Total Stock Market ETF	$649,465	$130,415 ▲	25.1%	2,241	0.3%	ETF
NOBL ProShares S&P 500 Aristocrats ETF	$642,755	$21,302 ▼	-3.2%	6,457	0.3%	ETF
PAYC Paycom Software	$641,556	$602,612 ▼	-48.4%	3,130	0.3%	Computer and Technology
AMD Advanced Micro Devices	$638,134	$28,869 ▼	-4.3%	5,283	0.3%	Computer and Technology
ARM HOLDINGS PLC	$627,286	$69,698 ▲	12.5%	5,085	0.3%	SPONSORED ADS
ORLY O'Reilly Automotive	$623,731	$201,586 ▼	-24.4%	526	0.3%	Retail/Wholesale
TFC Truist Financial	$608,361		0.0%	14,024	0.3%	Finance
SCHD Schwab US Dividend Equity ETF	$606,473	$426,517 ▲	237.0%	22,199	0.2%	ETF
GE General Electric	$589,999	$589,999 ▲	New Holding	3,537	0.2%	Transportation
AVGO Broadcom	$589,801	$34,080 ▲	6.1%	2,544	0.2%	Computer and Technology
EMR Emerson Electric	$586,946	$321,234 ▼	-35.4%	4,736	0.2%	Industrial Products
PYPL PayPal	$580,551	$48,735 ▲	9.2%	6,802	0.2%	Computer and Technology
GLD SPDR Gold Shares	$575,059	$199,031 ▼	-25.7%	2,375	0.2%	Finance
BUFR FT Vest Laddered Buffer ETF	$566,772	$115,359 ▲	25.6%	18,601	0.2%	ETF
DECK Deckers Outdoor	$563,981	$15,232 ▲	2.8%	2,777	0.2%	Retail/Wholesale
SPLV Invesco S&P 500 Low Volatility ETF	$555,191	$34,511 ▼	-5.9%	7,931	0.2%	ETF
FSK FS KKR Capital	$553,665	$553,665 ▲	New Holding	25,491	0.2%	Finance
PAVE Global X U.S. Infrastructure Development ETF	$545,907	$1,980 ▼	-0.4%	13,509	0.2%	ETF
TSM Taiwan Semiconductor Manufacturing	$542,110	$44,435 ▲	8.9%	2,745	0.2%	Computer and Technology
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF	$538,928	$63,457 ▼	-10.5%	5,894	0.2%	ETF
CEG Constellation Energy	$525,957	$11,633 ▼	-2.2%	2,351	0.2%	Oils/Energy
SFM Sprouts Farmers Market	$525,689	$73,955 ▲	16.4%	4,137	0.2%	Retail/Wholesale
TEVA Teva Pharmaceutical Industries	$504,716	$504,716 ▲	New Holding	22,900	0.2%	Medical
BROS Dutch Bros	$502,062	$22,785 ▲	4.8%	9,585	0.2%	Retail/Wholesale
PGR Progressive	$501,983	$501,983 ▲	New Holding	2,095	0.2%	Finance
MDB MongoDB	$497,981	$149,930 ▲	43.1%	2,139	0.2%	Computer and Technology
SVOL Simplify Volatility Premium ETF	$497,249	$259,726 ▲	109.3%	23,918	0.2%	ETF
WMT Walmart	$492,861	$9,758 ▼	-1.9%	5,455	0.2%	Retail/Wholesale
GRANITESHARES ETF TR	$491,131	$491,131 ▲	New Holding	292,340	0.2%	2X SHORT TSLA DA
AXON Axon Enterprise	$485,559	$489,719 ▼	-50.2%	817	0.2%	Aerospace
TTD Trade Desk	$480,698	$66,992 ▲	16.2%	4,090	0.2%	Computer and Technology

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

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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