Prosperity Wealth Management, Inc. Purchases in Q1 2025

Prosperity Wealth Management, Inc.

  • $213 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DHI
Horton D R Inc

Consumer Cyclical
2.05K
New
$125.29 - $147.65 $257K - $303K
2.05K $261M
CLF
Cleveland Cliffs Inc.

Basic Materials
30.4K
New
$8.22 - $12.02 $250K - $365K
30.4K $250M
TGT
Target Corp

Consumer Defensive
2.33K
New
$103.65 - $142.5 $241K - $331K
2.33K $243M
SCHQ
Schwab Strategic Tr Long Term

ETFs
6.16K
+ 22.99%
$30.72 - $33.22 $189K - $205K
33K $1.08B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
3.57K
New
$65.27 - $71.18 $233K - $254K
3.57K $237M
REZ
Ishares Tr Residential And Mul

ETFs
2.59K
New
$78.21 - $88.48 $202K - $229K
2.59K $224M
VT
Vanguard Total World Stk Index

ETFs
1.89K
New
$115.08 - $123.97 $217K - $234K
1.89K $219M
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
4.35K
New
N/A
4.35K $218M
IWY
Ishares Tr Russell 200 Growth

ETFs
1.17K
+ 85.33%
$210.19 - $243.33 $246K - $284K
2.54K $536M
Tempus Ai Inc
4.24K
New
N/A
4.24K $204M
BRZE
Braze, Inc.

Technology
5.55K
New
$32.44 - $47.22 $180K - $262K
5.55K $200M
TTD
Trade Desk, Inc.

Technology
8.15K
+ 199.14%
$53.59 - $126.58 $436K - $1.03M
12.2K $669M
LLY
Eli Lilly & CO

Healthcare
79
+ 3.72%
$725.72 - $929.72 $57.3K - $73.4K
2.2K $1.82B
Noble Corp PLC
9.6K
+ 137.91%
N/A
16.6K $392M
NTLA
Intellia Therapeutics, Inc.

Healthcare
23.7K
New
$7.11 - $12.8 $169K - $303K
23.7K $169M
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
12.3K
New
$13.34 - $13.81 $164K - $170K
12.3K $168M
UPWK
Upwork, Inc

Industrials
12.8K
New
$12.34 - $17.44 $157K - $222K
12.8K $166M
NOTE
Fiscal Note Holdings, Inc.

Technology
203K
New
$0.81 - $1.93 $165K - $392K
203K $164M
Neuphoria Therapeutics Inc
27.2K
New
N/A
27.2K $157M
Global X Fds
1.65K
+ 24.15%
N/A
8.47K $394M
POET
Poet Technologies Inc.

Technology
36.4K
New
$3.29 - $6.75 $120K - $246K
36.4K $137M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
175
+ 4.23%
$132.75 - $177.12 $23.2K - $31K
4.31K $658M
LASE
Laser Photonics Corp
42.8K
New
$3.07 - $5.92 $131K - $253K
42.8K $131M
MELI
Mercadolibre Inc

Consumer Cyclical
25
+ 9.43%
$1739.0 - $2260.0 $43.5K - $56.5K
290 $566M
APLD
Applied Blockchain, Inc.

Financial Services
19.2K
New
$5.62 - $10.65 $108K - $204K
19.2K $108M
ARKW
Ark Next Generation Internet E

ETFs
2.32K
+ 26.95%
$91.59 - $125.64 $212K - $291K
10.9K $1.03B
Coya Therapeutics Inc
16.1K
New
N/A
16.1K $104M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
3.94K
+ 21.17%
$29.34 - $31.31 $116K - $123K
22.5K $669M
VONG
Vanguard Russell 1000 Growth E

ETFs
4.43K
+ 14.48%
$92.71 - $107.38 $411K - $476K
35K $3.25B
LNG
Cheniere Energy, Inc.

Energy
245
+ 13.27%
$209.32 - $253.66 $51.3K - $62.1K
2.09K $484M
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
3.53K
+ 16.92%
$20.11 - $21.21 $70.9K - $74.8K
24.4K $515M
JMEE
J P Morgan Exchange Traded Fd

ETFs
1.84K
+ 45.77%
$54.51 - $63.63 $100K - $117K
5.85K $328M
OSCR
Oscar Health, Inc.

Healthcare
8.4K
+ 10.59%
$12.83 - $17.3 $108K - $145K
87.7K $1.15B
EMR
Emerson Electric CO

Industrials
1.38K
+ 29.16%
$108.64 - $131.17 $150K - $181K
6.12K $671M
VEA
Vanguard Ftse Developed Market

ETFs
1.23K
+ 19.66%
$47.4 - $52.99 $58.3K - $65.2K
7.49K $381M
CYBR
Cyber Ark Software Ltd.

Technology
205
+ 17.15%
$312.8 - $414.31 $64.1K - $84.9K
1.4K $473M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
4.2K
+ 5.84%
$14.22 - $14.83 $59.8K - $62.3K
76.2K $1.1B
CEG
Constellation Energy Corp

Utilities
587
+ 24.97%
$201.63 - $347.44 $118K - $204K
2.94K $592M
ASML
Asml Holding Nv

Technology
187
+ 9.88%
$662.63 - $776.99 $124K - $145K
2.08K $1.38B
VUG
Vanguard Growth ETF

ETFs
291
+ 27.25%
$369.1 - $427.61 $107K - $124K
1.36K $504M
Fidelity Covington Trust
2.52K
+ 26.81%
N/A
11.9K $372M
MVIS
Microvision, Inc.

Technology
54.6K
+ 70.5%
N/A
132K $164M
FSK
Fs Kkr Capital Corp

Financial Services
3.8K
+ 14.92%
$20.47 - $24.06 $77.9K - $91.5K
29.3K $614M
ES
Eversource Energy

Utilities
397
+ 5.8%
$55.63 - $63.8 $22.1K - $25.3K
7.25K $450M
IBM
International Business Machines Corp

Technology
15
+ 0.9%
$217.4 - $264.74 $3.26K - $3.97K
1.69K $420M
Pimco ETF Tr
1.18K
+ 3.43%
N/A
35.4K $934M
ANIX
Anixa Biosciences Inc

Healthcare
11.3K
+ 48.92%
$2.13 - $3.29 $24.1K - $37.2K
34.4K $98.4M
AMD
Advanced Micro Devices Inc

Technology
1.2K
+ 26.81%
$96.63 - $129.55 $116K - $156K
5.69K $584M
CGGR
Capital Group Growth ETF Shs C

ETFs
1.68K
+ 29.16%
$33.98 - $39.84 $57.1K - $67K
7.45K $255M
Activity Summary
Buys All Purchases 128 New Holdings 52 Increased Positions 76 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 4 Puts 0
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