Prosperity Wealth Management, Inc.
CIK: 0001991463SEC EDGAR →
Portfolio Value
$294.6B
Holdings
240
As of
Q3 2025
New Positions
56
Closed Positions
48
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 911,630 | $24.0B | 8.15% |
| 2 | SCHWAB STRATEGIC TR | 723,101 | $23.1B | 7.83% |
| 3 | VANGUARD INDEX FDS | 23,873 | $14.6B | 4.96% |
| 4 | INVESCO QQQ TR | 19,410 | $11.7B | 3.96% |
| 5 | MICROSOFT CORP | 17,189 | $8.9B | 3.02% |
| 6 | NVIDIA CORPORATION | 41,135 | $7.7B | 2.61% |
| 7 | INVESCO EXCH TRD SLF IDX FD | 128,786 | $7.1B | 2.41% |
| 8 | SPDR SERIES TRUST | 232,125 | $5.6B | 1.89% |
| 9 | AMAZON COM INC | 23,446 | $5.1B | 1.75% |
| 10 | PALANTIR TECHNOLOGIES INC | 26,291 | $4.8B | 1.63% |
Quarterly Changes
New Positions (59)
$1.8B · 3K shares
$1.2B · 5K shares
$932.0M · 11K shares
$840.4M · 3K shares
$762.9M · 26K shares
$698.4M · 2K shares
$688.1M · 2K shares
$686.1M · 14K shares
$637.0M · 17K shares
$619.4M · 27K shares
$594.3M · 2K shares
$571.7M · 105K shares
$569.7M · 4K shares
$568.5M · 13K shares
$539.7M · 14K shares
$511.5M · 11K shares
$464.0M · 12K shares
$446.4M · 8K shares
$441.5M · 19K shares
$439.1M · 31K shares
$438.1M · 12K shares
$422.9M · 15K shares
$413.2M · 23K shares
$395.4M · 10K shares
$390.7M · 5K shares
$382.2M · 5K shares
$360.2M · 1K shares
$348.3M · 9K shares
$332.3M · 55K shares
$331.6M · 9K shares
$312.4M · 24K shares
$304.9M · 19K shares
$293.9M · 478 shares
$290.2M · 14K shares
$285.7M · 46K shares
$281.1M · 13K shares
$278.3M · 8K shares
$278.3M · 36K shares
$272.6M · 144K shares
$272.4M · 2K shares
$261.3M · 7K shares
$260.7M · 10K shares
$260.0M · 2K shares
$252.0M · 2K shares
$230.5M · 7K shares
$226.6M · 2K shares
$226.2M · 977 shares
$226.2M · 50K shares
$223.8M · 24K shares
$221.4M · 3K shares
$215.7M · 2K shares
$212.2M · 1K shares
$208.8M · 2K shares
$208.4M · 2K shares
$207.2M · 1K shares
$204.7M · 1K shares
$200.4M · 3K shares
$190.1M · 15K shares
$179.7M · 11K shares
Closed Positions (52)
$1.2B · 36K shares
$1.1B · 14K shares
$1.0B · 40K shares
$1.0B · 7K shares
$961.2M · 971 shares
$900.7M · 5K shares
$865.1M · 5K shares
$862.5M · 22K shares
$823.3M · 315 shares
$812.9M · 4K shares
$739.6M · 4K shares
$700.0M · 7K shares
$689.5M · 11K shares
$667.3M · 2K shares
$606.4M · 12K shares
$592.1M · 12K shares
$558.0M · 162K shares
$554.1M · 3K shares
$523.0M · 3K shares
$509.1M · 2K shares
$468.1M · 27K shares
$464.2M · 4K shares
$447.8M · 50K shares
$442.2M · 93K shares
$442.1M · 4K shares
$434.9M · 4K shares
$414.2M · 6K shares
$410.5M · 14K shares
$405.4M · 4K shares
$379.9M · 7K shares
$355.3M · 17K shares
$343.8M · 28K shares
$335.8M · 5K shares
$307.1M · 6K shares
$303.4M · 15K shares
$286.9M · 26K shares
$277.4M · 6K shares
$274.5M · 8K shares
$272.8M · 3K shares
$264.5M · 2K shares
$249.4M · 9K shares
$242.9M · 366 shares
$241.2M · 31K shares
$240.2M · 6K shares
$228.0M · 41K shares
$215.4M · 18K shares
$208.3M · 8K shares
$206.5M · 7K shares
$205.7M · 21K shares
$203.6M · 380K shares
$201.5M · 642 shares
$184.7M · 37K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 117 | $156.7B | 53.2% |
| Technology | 49 | $65.0B | 22.1% |
| Unknown | 12 | $20.4B | 6.9% |
| Consumer Cyclical | 13 | $15.5B | 5.3% |
| Healthcare | 17 | $8.9B | 3.0% |
| Communication Services | 7 | $8.9B | 3.0% |
| Industrials | 12 | $8.6B | 2.9% |
| Consumer Defensive | 4 | $3.6B | 1.2% |
| Energy | 3 | $3.3B | 1.1% |
| Utilities | 4 | $3.1B | 1.1% |
| Real Estate | 2 | $531.8M | 0.2% |