Prosperity Wealth Management, Inc. New Holdings in Q1 2025

Prosperity Wealth Management, Inc.

  • $213 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GS
Goldman Sachs Group Inc

Financial Services
3.16K
New
$524.81 - $672.19 $1.66M - $2.13M
3.16K $1.73B
PRF
Invesco Exchange Traded Fd Tr

ETFs
24.7K
New
$39.4 - $42.61 $974K - $1.05M
24.7K $999M
BAC
Bank Of America Corp

Financial Services
23.9K
New
$39.61 - $47.74 $948K - $1.14M
23.9K $998M
Simplify Exchange Traded Fun
15.4K
New
N/A
15.4K $823M
DAL
Delta Air Lines, Inc.

Industrials
16.1K
New
$43.6 - $69.06 $700K - $1.11M
16.1K $700M
SCHW
Schwab Charles Corp

Financial Services
8.22K
New
$71.24 - $83.64 $585K - $687K
8.22K $643M
Exchange Traded Concepts Tru
32.5K
New
N/A
32.5K $562M
Proshares Tr
9.99K
New
N/A
9.99K $522M
IOO
Ishares Tr Global 100 ETF

ETFs
5.41K
New
$96.2 - $105.12 $521K - $569K
5.41K $521M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.01K
New
$402.49 - $513.76 $407K - $519K
1.01K $490M
HWM
Howmet Aerospace Inc.

Industrials
3.1K
New
$110.79 - $139.39 $343K - $432K
3.1K $402M
GFF
Griffon Corp

Industrials
4.9K
New
$68.06 - $80.91 $333K - $396K
4.9K $350M
Direxion Shs ETF Tr
21.9K
New
N/A
21.9K $350M
Neos ETF Trust
8.01K
New
N/A
8.01K $350M
IRMD
Iradimed Corp

Healthcare
6.6K
New
$51.44 - $62.67 $339K - $413K
6.6K $346M
Tidal Tr Ii
36K
New
N/A
36K $343M
WY
Weyerhaeuser CO

Real Estate
11.4K
New
$27.29 - $31.39 $310K - $356K
11.4K $332M
AXSM
Axsome Therapeutics, Inc.

Healthcare
2.75K
New
$80.05 - $137.75 $220K - $379K
2.75K $321M
TSCO
Tractor Supply CO

Consumer Cyclical
5.81K
New
$51.66 - $57.94 $300K - $337K
5.81K $320M
STRL
Sterling Construction CO Inc

Industrials
2.81K
New
$108.65 - $200.56 $305K - $564K
2.81K $318M
OPFI
Opp Fi Inc.

Technology
34K
New
$7.18 - $16.94 $244K - $576K
34K $316M
PRIM
Primoris Services Corp

Industrials
5.5K
New
$57.27 - $89.03 $315K - $490K
5.5K $316M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
6.1K
New
$47.79 - $59.89 $292K - $365K
6.1K $306M
OKTA
Okta, Inc.

Technology
2.88K
New
$78.83 - $116.72 $227K - $336K
2.88K $303M
KD
Kyndryl Holdings, Inc.

Technology
9.65K
New
$31.32 - $43.45 $302K - $419K
9.65K $303M
BNTX
Bio N Tech Se

Healthcare
3.3K
New
$91.06 - $126.88 $300K - $419K
3.3K $300M
GLL
Pro Shares Trust Ii

ETFs
23.6K
New
$12.67 - $17.5 $299K - $413K
23.6K $299M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
19K
New
$15.0 - $15.91 $285K - $302K
19K $296M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
4.1K
New
$65.49 - $74.67 $269K - $306K
4.1K $294M
AZN
Astrazeneca PLC

Healthcare
3.79K
New
$65.37 - $77.96 $247K - $295K
3.79K $278M
Coreweave Inc
7.5K
New
N/A
7.5K $278M
CPNG
Coupang, Inc.

Consumer Cyclical
12.5K
New
$21.34 - $25.52 $267K - $319K
12.5K $274M
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
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
Tempus Ai Inc
4.24K
New
N/A
4.24K $204M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
7.85K
New
$23.43 - $25.55 $184K - $201K
7.85K $201M
BRZE
Braze, Inc.

Technology
5.55K
New
$32.44 - $47.22 $180K - $262K
5.55K $200M
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
POET
Poet Technologies Inc.

Technology
36.4K
New
$3.29 - $6.75 $120K - $246K
36.4K $137M
LASE
Laser Photonics Corp
42.8K
New
$3.07 - $5.92 $131K - $253K
42.8K $131M
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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