Prosperity Wealth Management, Inc. Portfolio Holdings

Prosperity Wealth Management, Inc.

  • $250 Billion
  • Q3 2024

Prosperity Wealth Management, Inc. has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $250 Billion distributed in 192 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Proshares Ultra Qqq with a value of $38.7B, Proshares Ultra S&P 500 with a value of $15.8B, Vanguard Index Fds S&P 500 ETF with a value of $15.3B, Schwab Strategic Tr Us Large C with a value of $14.8B, and Invesco Qqq Trust, Series 1 with a value of $12.4B.

Examining the 13F form we can see an increase of $46.6B in the current position value, from $204B to 250B.

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 $250 Billion
ETFs: $159 Billion
Technology: $36.7 Billion
Consumer Cyclical: $11.2 Billion
Financial Services: $9.88 Billion
Healthcare: $6.47 Billion
Communication Services: $5.46 Billion
Consumer Defensive: $4.35 Billion
Industrials: $3.66 Billion
Other: $5.5 Billion

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.51B
$872 Million 0.35% of portfolio
41,105
Q3 2024 Added 3.27%
$5.47B
$461 Million 0.18% of portfolio
5,205
Q3 2024 New
$6.86B
$421 Million 0.17% of portfolio
3,860
Q3 2024 Reduced 28.78%
$5.56B
$431 Million 0.17% of portfolio
2,702
Q3 2024 Added 234.41%
$6.38B
$403 Million 0.16% of portfolio
9,250
Q3 2024 Reduced 4.15%
$6.86B
$363 Million 0.14% of portfolio
16,035
Q3 2024 New
$2.09B
$328 Million 0.13% of portfolio
10,457
Q3 2024 Reduced 62.85%
$2.21B
$293 Million 0.12% of portfolio
9,150
Q3 2024 Added 14.37%
$6.02B
$266 Million 0.11% of portfolio
20,755
Q3 2024 New
$5.56B
$265 Million 0.11% of portfolio
2,001
Q4 2022 New
$5.86B
$287 Million 0.11% of portfolio
7,170
Q3 2024 New
$2.2B
$216 Million 0.09% of portfolio
14,000
Q3 2024 New
$3.8B
$235 Million 0.09% of portfolio
50,338
Q3 2024 Added 2.69%
$6.04B
$221 Million 0.09% of portfolio
5,225
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 192
  • Current Value $250 Billion
  • Prior Value $204 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 58 stocks
  • Additional Purchases 76 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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