Prosperity Wealth Management, Inc. Portfolio Holdings

Prosperity Wealth Management, Inc.

  • $243 Billion
  • Q4 2024

Prosperity Wealth Management, Inc. has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $243 Billion distributed in 214 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 $21.8B, Invesco Qqq Trust, Series 1 with a value of $19.4B, Schwab Strategic Tr Us Large C with a value of $17.4B, Schwab Strategic Tr Us Large C with a value of $14.7B, and Proshares Ultra Qqq with a value of $14.4B.

Examining the 13F form we can see an decrease of $7.08B in the current position value, from $250B to 243B.

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 $243 Billion
ETFs: $141 Billion
Technology: $37.3 Billion
Consumer Cyclical: $13.6 Billion
Financial Services: $8.53 Billion
Communication Services: $6.3 Billion
Healthcare: $5.58 Billion
Industrials: $4.21 Billion
Energy: $4.08 Billion
Other: $5.28 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.5B
$1.51 Billion 0.62% of portfolio
17,495
Q4 2024 Reduced 4.08%
$2.36B
$1.07 Billion 0.44% of portfolio
79,277
Q4 2024 Added 92.86%
$2.97B
$564 Million 0.23% of portfolio
2,777
Q4 2024 Added 2.78%
$2.47B
$502 Million 0.21% of portfolio
9,585
Q4 2024 Added 4.75%
$3.85B
$429 Million 0.18% of portfolio
6,965
Q4 2024 Reduced 2.86%
$3.74B
$405 Million 0.17% of portfolio
18,240
Q4 2024 New
$9.48B
$324 Million 0.13% of portfolio
21,050
Q4 2024 Reduced 11.74%
$3.31B
$324 Million 0.13% of portfolio
9,520
Q4 2024 New
$5.49B
$310 Million 0.13% of portfolio
2,001
Q4 2022 New
$6.41B
$284 Million 0.12% of portfolio
5,315
Q4 2024 Reduced 42.54%
$4.81B
$177 Million 0.07% of portfolio
13,900
Q4 2024 Reduced 33.03%
$2.26B
$178 Million 0.07% of portfolio
47,100
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 214
  • Current Value $243 Billion
  • Prior Value $250 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 56 stocks
  • Additional Purchases 73 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 67 stocks
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