Prosperity Wealth Management, Inc. Top Holdings and 13F Report (2024)

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About Prosperity Wealth Management, Inc.

Investment Activity

Prosperity Wealth Management, Inc. has $211.07 million in total holdings as of March 31, 2024.
Prosperity Wealth Management, Inc. owns shares of 151 different stocks, but just 44 companies or ETFs make up 80% of its holdings.
Approximately 41.85% of the portfolio was purchased this quarter.
About 22.23% of the portfolio was sold this quarter.
This quarter, Prosperity Wealth Management, Inc. has purchased 137 new stocks and bought additional shares in 62 stocks.
Prosperity Wealth Management, Inc. sold shares of 28 stocks and completely divested from 42 stocks this quarter.

Largest Holdings

Vanguard S&P 500 ETF: $29,715,722
Invesco QQQ: $25,428,345
Schwab US Large-Cap ETF: $15,928,893
ProShares UltraPro QQQ: $13,439,292
Schwab U.S. Large-Cap Growth ETF: $9,411,123

Largest New Holdings this Quarter

Celsius: $1,994,101 Holding
ProShares UltraShort S&P500: $1,488,667 Holding
Targa Resources: $1,427,984 Holding
DraftKings: $1,219,712 Holding
ARK Genomic Revolution ETF: $1,165,211 Holding

Largest Purchases this Quarter

Vanguard S&P 500 ETF: 49,343 shares (about $23.72M)
Invesco QQQ: 50,828 shares (about $22.57M)
Celsius: 24,548 shares (about $1.99M)
iShares Core S&P Mid-Cap ETF: 24,809 shares (about $1.51M)
ProShares UltraShort S&P500: 59,882 shares (about $1.49M)

Largest Sales this Quarter

ProShares UltraPro QQQ: 363,250 shares (about $22.27M)
ProShares UltraPro S&P 500: 74,645 shares (about $5.27M)
Schwab US Small-Cap ETF: 15,720 shares (about $774.04K)
Global X U.S. Preferred ETF: 29,630 shares (about $597.35K)
SPDR S&P 500 ETF Trust: 1,084 shares (about $566.97K)

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	$29,715,722	$23,719,028 ▲	395.5%	61,818	14.1%	ETF
QQQ Invesco QQQ	$25,428,345	$22,568,045 ▲	789.0%	57,270	12.0%	Finance
SCHX Schwab US Large-Cap ETF	$15,928,893	$1,186,030 ▲	8.0%	256,669	7.5%	ETF
TQQQ ProShares UltraPro QQQ	$13,439,292	$22,269,972 ▼	-62.4%	219,211	6.4%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$9,411,123	$41,446 ▲	0.4%	101,500	4.5%	ETF
MSFT Microsoft	$7,862,883	$404,735 ▲	5.4%	18,689	3.7%	Computer and Technology
AAPL Apple	$4,415,113	$387,032 ▲	9.6%	25,747	2.1%	Computer and Technology
UPRO ProShares UltraPro S&P 500	$3,927,519	$5,266,205 ▼	-57.3%	55,670	1.9%	ETF
IUS Invesco RAFI Strategic US ETF	$3,791,177	$314,753 ▲	9.1%	79,882	1.8%	Manufacturing
AMZN Amazon.com	$3,514,704	$601,026 ▲	20.6%	19,485	1.7%	Retail/Wholesale
SGOV iShares 0-3 Month Treasury Bond ETF	$3,480,635	$117,327 ▼	-3.3%	34,561	1.6%	ETF
SSUS Day Hagan/Ned Davis Research Smart Sector ETF	$3,318,707	$146,264 ▼	-4.2%	86,312	1.6%	ETF
PG Procter & Gamble	$2,430,018	$29,367 ▲	1.2%	14,977	1.2%	Consumer Staples
NVDA NVIDIA	$2,390,820	$702,066 ▲	41.6%	2,646	1.1%	Computer and Technology
XLK Technology Select Sector SPDR Fund	$2,151,013	$68,937 ▲	3.3%	10,328	1.0%	ETF
WYNN Wynn Resorts	$2,018,020	$161,012 ▼	-7.4%	19,740	1.0%	Consumer Discretionary
CELH Celsius	$1,994,101	$1,994,101 ▲	New Holding	24,548	0.9%	Consumer Staples
JEPI JPMorgan Equity Premium Income ETF	$1,925,160	$37,262 ▲	2.0%	33,273	0.9%	ETF
VONG Vanguard Russell 1000 Growth ETF	$1,808,958	$1,365,559 ▲	308.0%	20,872	0.9%	ETF
HIGH Simplify Enhanced Income ETF	$1,634,678	$221,698 ▼	-11.9%	66,995	0.8%	ETF
IJH iShares Core S&P Mid-Cap ETF	$1,575,413	$1,506,898 ▲	2,199.4%	25,937	0.7%	ETF
ARKW ARK Next Generation Internation ETF	$1,562,193	$164,932 ▲	11.8%	18,754	0.7%	ETF
BXMX Nuveen S&P 500 Buy-Write Income Fund	$1,538,149	$52,126 ▲	3.5%	116,262	0.7%	Financial Services
HERD Pacer Cash Cows Fund of Funds ETF	$1,511,109	$86,635 ▲	6.1%	38,460	0.7%	ETF
SDS ProShares UltraShort S&P500	$1,488,667	$1,488,667 ▲	New Holding	59,882	0.7%	ETF
XOM Exxon Mobil	$1,469,044	$70,442 ▲	5.0%	12,638	0.7%	Oils/Energy
TRGP Targa Resources	$1,427,984	$1,427,984 ▲	New Holding	12,751	0.7%	Oils/Energy
MGK Vanguard Mega Cap Growth ETF	$1,392,647	$612,776 ▲	78.6%	4,859	0.7%	ETF
CRWD CrowdStrike	$1,333,975	$226,657 ▲	20.5%	4,161	0.6%	Computer and Technology
DKNG DraftKings	$1,219,712	$1,219,712 ▲	New Holding	27,859	0.6%	Consumer Discretionary
SHOP Shopify	$1,183,827	$103,884 ▼	-8.1%	15,840	0.6%	Computer and Technology
SCHA Schwab US Small-Cap ETF	$1,179,671	$774,039 ▼	-39.6%	23,958	0.6%	ETF
ARKG ARK Genomic Revolution ETF	$1,165,211	$1,165,211 ▲	New Holding	40,515	0.6%	ETF
BITO ProShares Bitcoin Strategy ETF	$1,128,885	$1,128,885 ▲	New Holding	34,950	0.5%	ETF
DIREXION SHS ETF TR	$1,075,993	$458,424 ▲	74.2%	48,842	0.5%	DAILY S&P 500 HI
JPST JPMorgan Ultra-Short Income ETF	$1,033,496	$250,681 ▼	-19.5%	20,486	0.5%	ETF
IVV iShares Core S&P 500 ETF	$944,953	$220,331 ▲	30.4%	1,797	0.4%	ETF
TZA Direxion Daily Small Cap Bear 3X Shares	$930,599	$930,599 ▲	New Holding	55,426	0.4%	ETF
GOOGL Alphabet	$922,937	$332,499 ▲	56.3%	6,115	0.4%	Computer and Technology
META Meta Platforms	$910,463	$575,413 ▲	171.7%	1,875	0.4%	Computer and Technology
ANET Arista Networks	$896,038	$311,728 ▲	53.3%	3,090	0.4%	Computer and Technology
NVO Novo Nordisk A/S	$828,694	$828,694 ▲	New Holding	6,454	0.4%	Medical
GLD SPDR Gold Shares	$814,034	$329,152 ▲	67.9%	3,957	0.4%	Finance
ORLY O'Reilly Automotive	$803,763	$172,719 ▲	27.4%	712	0.4%	Retail/Wholesale
AGGH Simplify Aggregate Bond PLUS Credit Hedge ETF	$781,446	$121,337 ▲	18.4%	36,465	0.4%	ETF
ELF e.l.f. Beauty	$774,319	$774,319 ▲	New Holding	3,950	0.4%	Consumer Staples
SMCI Super Micro Computer	$771,663	$771,663 ▲	New Holding	764	0.4%	Computer and Technology
ASML ASML	$756,967	$756,967 ▲	New Holding	780	0.4%	Computer and Technology
DECK Deckers Outdoor	$734,183	$734,183 ▲	New Holding	780	0.3%	Retail/Wholesale
ACGL Arch Capital Group	$729,352	$729,352 ▲	New Holding	7,890	0.3%	Finance
SPTS SPDR Portfolio Short Term Treasury ETF	$714,586	$217,276 ▲	43.7%	24,709	0.3%	ETF
PANW Palo Alto Networks	$684,469	$684,469 ▲	New Holding	2,409	0.3%	Computer and Technology
JPM JPMorgan Chase & Co.	$678,601	$156,631 ▲	30.0%	3,388	0.3%	Finance
NOBL ProShares S&P 500 Aristocrats ETF	$664,564	$4,057 ▼	-0.6%	6,553	0.3%	ETF
UBER Uber Technologies	$635,436	$53,213 ▲	9.1%	8,753	0.3%	Computer and Technology
VXX iPath Series B S&P 500 VIX Short-Term Futures ETN	$634,817	$634,817 ▲	New Holding	48,945	0.3%	Finance
PYLD PIMCO Multi Sector Bond Active ETF	$627,818	$65,662 ▲	11.7%	24,372	0.3%	ETF
MDB MongoDB	$600,722	$419,609 ▲	231.7%	1,675	0.3%	Computer and Technology
DVN Devon Energy	$593,608	$19,519 ▼	-3.2%	11,830	0.3%	Oils/Energy
SPLV Invesco S&P 500 Low Volatility ETF	$589,615	$97,490 ▼	-14.2%	8,951	0.3%	ETF
AJG Arthur J. Gallagher & Co.	$582,843	$582,843 ▲	New Holding	2,331	0.3%	Finance
OSCR Oscar Health	$556,361	$556,361 ▲	New Holding	37,415	0.3%	Finance
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$556,080	$556,080 ▲	New Holding	7,154	0.3%	ETF
TFC Truist Financial	$546,695	$36,388 ▲	7.1%	15,024	0.3%	Finance
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF	$540,610	$55,447 ▲	11.4%	5,889	0.3%	ETF
FTNT Fortinet	$532,476	$532,476 ▲	New Holding	7,795	0.3%	Computer and Technology
NFLX Netflix	$528,984	$528,984 ▲	New Holding	871	0.3%	Consumer Discretionary
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF	$528,350	$115,539 ▲	28.0%	21,950	0.3%	ETF
NICE NICE	$525,149	$525,149 ▲	New Holding	2,015	0.2%	Computer and Technology
DIS Walt Disney	$524,912	$98,099 ▲	23.0%	4,789	0.2%	Consumer Discretionary
ABNB Airbnb	$519,624	$235,068 ▲	82.6%	3,150	0.2%	Computer and Technology
LLY Eli Lilly and Company	$504,896	$154,814 ▲	44.2%	649	0.2%	Medical
BUFQ FT Vest Laddered Nasdaq Buffer ETF	$504,529	$174,484 ▲	52.9%	17,809	0.2%	ETF
SCHD Schwab US Dividend Equity ETF	$497,098	$7,741 ▲	1.6%	6,165	0.2%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$492,020	$75,200 ▲	18.0%	2,905	0.2%	ETF
NOW ServiceNow	$489,461	$147,143 ▼	-23.1%	642	0.2%	Computer and Technology
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF	$488,691	$488,691 ▲	New Holding	5,286	0.2%	ETF
AIM ETF PRODUCTS TRUST	$487,120		0.0%	17,413	0.2%	ALLIANZIM US LGR
SPY SPDR S&P 500 ETF Trust	$485,901	$566,972 ▼	-53.8%	929	0.2%	Finance
ARM HOLDINGS PLC	$478,712	$18,749 ▲	4.1%	3,830	0.2%	SPONSORED ADR
CEG Constellation Energy	$476,289	$476,289 ▲	New Holding	2,577	0.2%	Oils/Energy
VTI Vanguard Total Stock Market ETF	$463,553	$260 ▲	0.1%	1,784	0.2%	ETF
SMH VanEck Semiconductor ETF	$463,422	$182,219 ▲	64.8%	2,060	0.2%	Manufacturing
BUG Global X Cybersecurity ETF	$459,283	$372,651 ▼	-44.8%	15,438	0.2%	Manufacturing
NXT Nextracker	$455,787	$455,787 ▲	New Holding	8,100	0.2%	Oils/Energy
PLTR Palantir Technologies	$417,655	$30,206 ▼	-6.7%	19,150	0.2%	Business Services
TSLA Tesla	$417,201	$230,489 ▲	123.4%	2,373	0.2%	Auto/Tires/Trucks
SQ Block	$415,076	$39,304 ▲	10.5%	5,407	0.2%	Business Services
PTY PIMCO Corporate & Income Opportunity Fund	$400,345	$138,514 ▲	52.9%	26,923	0.2%	Finance
ES Eversource Energy	$398,744	$2,331 ▲	0.6%	6,671	0.2%	Utilities
CYBR CyberArk Software	$394,461	$394,461 ▲	New Holding	1,485	0.2%	Computer and Technology
IWF iShares Russell 1000 Growth ETF	$390,304	$390,304 ▲	New Holding	1,158	0.2%	ETF
MESOBLAST LTD	$387,524	$387,524 ▲	New Holding	77,350	0.2%	SPONS ADR
FIRST TR EXCHANGE-TRADED FD	$387,230	$97,707 ▲	33.7%	18,825	0.2%	INTERMEDIATE DUR
RTX RTX	$379,879	$1,463 ▲	0.4%	3,895	0.2%	Aerospace
PATH UiPath	$377,536	$57,146 ▼	-13.1%	20,150	0.2%	Business Services
VUG Vanguard Growth ETF	$373,259	$118,796 ▲	46.7%	1,084	0.2%	ETF
EMR Emerson Electric	$364,609	$16,898 ▼	-4.4%	3,215	0.2%	Industrial Products
WMT Walmart	$361,047	$250,206 ▲	225.7%	6,000	0.2%	Retail/Wholesale
MU Micron Technology	$359,565	$359,565 ▲	New Holding	3,050	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 (2024)

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

About MarketBeat

MarketBeat Products

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Terms & Info

Prosperity Wealth Management, Inc. Top Holdings and 13F Report (2024)

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