Prosperity Wealth Management, Inc. Portfolio Holdings

Prosperity Wealth Management, Inc.

  • $213 Billion
  • Q1 2025

Prosperity Wealth Management, Inc. has filed its 13F form on April 18, 2025 for Q1 2025 where it was disclosed a total value porftolio of $213 Billion distributed in 217 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $17.8B, Schwab Strategic Tr Us Large C with a value of $15.5B, Vanguard Index Fds S&P 500 ETF with a value of $13.2B, Invesco Qqq Trust, Series 1 with a value of $9.87B, and Microsoft Corp with a value of $6.8B.

Examining the 13F form we can see an decrease of $30.3B in the current position value, from $243B to 213B.

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 $213 Billion
ETFs: $114 Billion
Technology: $30.7 Billion
Consumer Cyclical: $13 Billion
Financial Services: $11.3 Billion
Communication Services: $6.64 Billion
Industrials: $6.32 Billion
Healthcare: $6.05 Billion
Energy: $4.33 Billion
Other: $6.66 Billion

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.5B
$1.46 Billion 0.69% of portfolio
17,495
Q4 2024 Reduced 4.08%
$2.13B
$1.15 Billion 0.54% of portfolio
87,676
Q1 2025 Added 10.59%
$2.8B
$957 Million 0.45% of portfolio
8,558
Q1 2025 Added 208.17%
$3.89B
$350 Million 0.16% of portfolio
4,900
Q1 2025 New
$3.46B
$320 Million 0.15% of portfolio
17,600
Q1 2025 Reduced 3.51%
$4.25B
$318 Million 0.15% of portfolio
2,810
Q1 2025 New
$3B
$316 Million 0.15% of portfolio
5,500
Q1 2025 New
$5.57B
$320 Million 0.15% of portfolio
5,810
Q1 2025 New
$4.48B
$321 Million 0.15% of portfolio
2,750
Q1 2025 New
$2.31B
$306 Million 0.14% of portfolio
4,950
Q1 2025 Reduced 48.36%
$2.65B
$306 Million 0.14% of portfolio
9,150
Q1 2025 Reduced 3.89%
$6.63B
$303 Million 0.14% of portfolio
9,650
Q1 2025 New
$3.76B
$250 Million 0.12% of portfolio
30,379
Q1 2025 New
$5.88B
$203 Million 0.1% of portfolio
3,495
Q1 2025 Reduced 34.24%
$8.78B
$131 Million 0.06% of portfolio
11,225
Q1 2025 Reduced 46.67%

Summary

  • Portfolio
  • No. of Stocks 217
  • Current Value $213 Billion
  • Prior Value $243 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 18, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 52 stocks
  • Additional Purchases 76 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 71 stocks
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