Prosperity Wealth Management, Inc. — Q1 2025 13F Holdings

Name: Prosperity Wealth Management, Inc. — 13F Holdings, Q1 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001991463

Total reported value

$300.4M

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Full holdings list this quarter

Showing top 200 holdings (of 213 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
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%

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