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CIK: 0001991463
Total reported value
$300.4M
$300.4M
213 檔
21.0%
In Q1 2025, Prosperity Wealth Management, Inc.'s U.S. equity holdings reached a combined market value of $300.4M, distributed across 213 disclosed stock positions.
During Q1 2025, Prosperity Wealth Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 213 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 8.38% | +0.55% | +7.49% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 7.29% | +0.31% | +17.68% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.20% | — | -36.63% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.64% | +0.13% | -44.62% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.20% | -0.37% | -6.08% | |
| 6 | IUS | Invesco Rafi Strategic US Et | ETF-Other | 2.48% | — | +6.01% | |
| 7 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 2.19% | — | +920.80% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.15% | +0.17% | +6.97% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.12% | — | -22.06% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.93% | — | -0.15% | |
| 11 | TQQQ | Proshares Ultrapro Qqq | ETF-Other | 1.69% | — | +2182.21% | |
| 12 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 1.53% | — | +14.48% | |
| 13 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.43% | — | +2.80% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.17% | — | +26.78% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.16% | -0.62% | -2.07% | |
| 16 | DKNG | Draftkings Inc-cl A | Stock-Consumer Disc | 1.04% | — | +7.01% | |
| 17 | TRGP | Targa Resources CORP | Stock-Energy | 1.03% | — | -3.25% | |
| 18 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.02% | — | +51.53% | |
| 19 | UBER | Uber Technologies Inc | Stock-Industrials | 0.87% | — | +6.92% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.85% | +0.55% | +3.72% | |
| 21 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.82% | — | +131.22% | |
| 22 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.81% | — | — | |
| 23 | ANET | Arista Networks Inc | Stock-Tech | 0.78% | -0.30% | +9.96% | |
| 24 | XLK | Ss Technology Select Sector | ETF-Tech | 0.78% | — | -8.93% | |
| 25 | XBXMX | Nuveen S&p 500 Buy-wr Inc | Stock-Other | 0.75% | — | — | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.75% | — | -21.93% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.74% | +0.35% | +20.20% | |
| 28 | WYNN | Wynn Resorts LTD | Stock-Consumer Disc | 0.69% | — | — | |
| 29 | ASML | ASML Holding N.V. | Stock-Tech | 0.65% | — | +9.88% | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.64% | — | -9.15% | |
| 31 | SSO | Proshares Ultra S&p500 | ETF-Other | 0.61% | — | -66.89% | |
| 32 | SSUS | Day Hagan Smart Sector ETF | ETF-Other | 0.55% | — | -3.91% | |
| 33 | OSCR | Oscar Health Inc - Class A | Stock-Healthcare | 0.54% | — | +10.59% | |
| 34 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.53% | -0.27% | +11.44% | |
| 35 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.53% | — | -39.83% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.52% | — | +4.48% | |
| 37 | PTY | Pimco Corporate & Income Opp | Stock-Other | 0.52% | — | +5.84% | |
| 38 | SCHQ | Schwab Long-term US Treasury | ETF-Gov Bonds | 0.51% | — | +22.99% | |
| 39 | NFLX | Netflix Inc | Stock-Comm Services | 0.49% | — | +35.62% | |
| 40 | ARKW | Ark Next Generation Internet | ETF-Other | 0.49% | -0.77% | EXIT | |
| 41 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.47% | — | — | |
| 42 | BAC | Bank Of America CORP | Stock-Financials | 0.47% | -0.32% | EXIT | |
| 43 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.46% | — | -0.39% | |
| 44 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 0.45% | — | +208.17% | |
| 45 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.45% | — | -0.68% | |
| 46 | VST | Vistra CORP | Stock-Utilities | 0.44% | — | +170.18% | |
| 47 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.44% | — | +3.43% | |
| 48 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.44% | — | -6.30% | |
| 49 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.43% | +0.34% | +120.80% | |
| 50 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.43% | — | +339.11% |
According to official SEC Form 13F filings, Prosperity Wealth Management, Inc. reported a total U.S. public equity portfolio value of $300.4M across 213 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including SCHX, SCHG, VOO) accounted for 21.0% of total reported equity market value during Q1 2025.
During Q1 2025, Prosperity Wealth Management, Inc.'s top holdings by market value included SCHX (8.4%)、SCHG (7.3%)、VOO (6.2%). The largest single position, SCHX, represented 8.4% of total portfolio value.
In Q1 2025, Prosperity Wealth Management, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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