Prosperity Wealth Management, Inc. Portfolio Holdings

Prosperity Wealth Management, Inc.

  • $204 Billion
  • Q2 2024

Prosperity Wealth Management, Inc. has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $204 Billion distributed in 173 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 $25.8B, Invesco Qqq Trust, Series 1 with a value of $22.2B, Schwab Strategic Tr Us Large C with a value of $13.5B, Schwab Strategic Tr Us Large C with a value of $10.5B, and Microsoft Corp with a value of $8.6B.

Examining the 13F form we can see an decrease of $7.48B in the current position value, from $211B to 204B.

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 $204 Billion
ETFs: $118 Billion
Technology: $35.3 Billion
Consumer Cyclical: $11.1 Billion
Financial Services: $7.19 Billion
Consumer Defensive: $5.56 Billion
Communication Services: $5.2 Billion
Healthcare: $4.59 Billion
Energy: $4.27 Billion
Other: $3.82 Billion

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.32B
$1.61 Billion 0.79% of portfolio
28,150
Q2 2024 Added 17.06%
$5.73B
$1.14 Billion 0.56% of portfolio
5,420
Q2 2024 Added 37.22%
$9.18B
$883 Million 0.43% of portfolio
4,230
Q2 2024 New
$4.5B
$782 Million 0.38% of portfolio
808
Q2 2024 Added 3.59%
$3.02B
$630 Million 0.31% of portfolio
39,804
Q2 2024 Added 6.39%
$9.76B
$328 Million 0.16% of portfolio
12,730
Q2 2024 New
$9.86B
$301 Million 0.15% of portfolio
780
Q2 2024 New
$4.91B
$265 Million 0.13% of portfolio
2,001
Q4 2022 New
$4.64B
$270 Million 0.13% of portfolio
9,650
Q2 2024 Added 2.66%
$3.97B
$238 Million 0.12% of portfolio
6,840
Q2 2024 Added 20.85%
$8.68B
$210 Million 0.1% of portfolio
498
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 173
  • Current Value $204 Billion
  • Prior Value $211 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 13, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 47 stocks
  • Additional Purchases 69 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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