Number of Shares
16,527
Previous 7,686 115.03%
Holding current value
$496 Million
Previous $271 Million 83.15%
% of portfolio
0.17%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

BUY
N/A
8,841 Added 115.03%
16,527 $496 Million
Q2 2025

Aug 05, 2025

BUY
N/A
7,686 New
7,686 $271 Million
Track This Portfolio

Track Prosperity Wealth Management, Inc. Portfolio

Follow Prosperity Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Prosperity Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Prosperity Wealth Management, Inc. with notifications on news.