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 $10 Billions to $200 Billions
