Prosperity Wealth Management, Inc. — Q2 2025 13F Holdings

Name: Prosperity Wealth Management, Inc. — 13F Holdings, Q2 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001991463

Total reported value

$300.4M

← Back to latest quarter

Full holdings list this quarter

Showing top 200 holdings (of 233 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	SCHX	Schwab US Large-cap ETF	ETF-Other	7.90%	+0.55%	+8.02%
2	SCHG	Schwab US Large-cap Growth	ETF-Other	7.52%	+0.31%	+12.21%
3	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	5.09%	—	-5.86%
4	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	4.06%	+0.13%	-5.60%
5	MSFT	Microsoft CORP	Stock-Tech	3.14%	-0.37%	-5.91%
6	IUS	Invesco Rafi Strategic US Et	ETF-Other	2.50%	—	+22.47%
7	NVDA	Nvidia CORP	Stock-Tech	2.34%	—	+5.79%
8	AMZN	Amazon.com INC	Stock-Consumer Disc	1.81%	+0.17%	-7.74%
9	SPHY	Ss Spdr P High Yield ETF	ETF-High Yield	1.71%	—	-2.39%
10	TQQQ	Proshares Ultrapro Qqq	ETF-Other	1.53%	—	-20.54%
11	AAPL	Apple INC	Stock-Tech	1.48%	—	-4.12%
12	LRGG	Nomura Focused Large Growth	ETF-Other	1.33%	—	—
13	VONG	Vanguard Russell 1000 Growth	ETF-Other	1.30%	—	-8.27%
14	UPRO	Proshares Ultrapro S&p 500	ETF-Large Cap & Growth	1.25%	—	—
15	META	Meta Platforms Inc-class A	Stock-Comm Services	1.24%	—	+5.37%
16	PLTR	Palantir Technologies Inc-a	Stock-Tech	1.22%	—	+17.36%
17	QLD	Proshares Ultra Qqq	ETF-Other	1.12%	—	+211.66%
18	DKNG	Draftkings Inc-cl A	Stock-Consumer Disc	1.08%	—	+1.82%
19	IWP	Ishares Russell Mid-cap Grow	ETF-Other	1.08%	-0.94%	—
20	MGK	Vanguard Mega Cap Growth ETF	ETF-Other	1.03%	—	-23.55%
21	SSO	Proshares Ultra S&p500	ETF-Other	1.02%	—	+79.35%
22	UBER	Uber Technologies INC	Stock-Industrials	0.88%	—	+0.67%
23	PG	Procter & Gamble Co/the	Stock-Consumer Staples	0.85%	-0.62%	-0.30%
24	GS	Goldman Sachs Group INC	Stock-Financials	0.84%	—	+1.77%
25	ANET	Arista Networks INC	Stock-Tech	0.84%	-0.30%	+3.17%
26	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.76%	+0.35%	+14.32%
27	TRGP	Targa Resources CORP	Stock-Energy	0.70%	—	-0.91%
28	GBTC	Grayscale Bitcoin Trust ETF	ETF-Crypto	0.70%	—	+59.49%
29	ARKW	Ark Next Generation Internet	ETF-Other	0.66%	-0.77%	EXIT
30	LLY	Eli Lilly & Co	Stock-Healthcare	0.65%	+0.55%	+1.68%
31	SGOV	Ishares 0-3 Month Treasury B	ETF-Gov Bonds	0.64%	—	-20.28%
32	XBXMX	Nuveen S&p 500 Buy-wr INC	Stock-Other	0.64%	—	+1.21%
33	SHOP	Shopify INC - Class A	Stock-Tech	0.58%	-0.27%	+15.35%
34	OSCR	Oscar Health INC - Class A	Stock-Healthcare	0.56%	—	-19.26%
35	CRWD	Crowdstrike Holdings INC - A	Stock-Tech	0.56%	—	+53.67%
36	SPTS	Ss Spdr P St Term Tsy ETF	ETF-Other	0.56%	—	+61.68%
37	AVGO	Broadcom INC	Stock-Tech	0.50%	—	+82.40%
38	JEPI	Jpmorgan Equity Premium Inco	ETF-Other	0.50%	—	+38.01%
39	TSLA	Tesla INC	Stock-Consumer Disc	0.50%	—	+38.21%
40	CONL	Granitesh 2x Lng Coin Etf-us	ETF-Other	0.48%	-0.22%	-24.98%
41	XOM	Exxon Mobil CORP	Stock-Energy	0.47%	—	+2.77%
42	GE	General Electric	Stock-Industrials	0.46%	—	+12.12%
43	FNDX	Schwab Fndmntl US Lrg Co ETF	ETF-Other	0.46%	+0.31%	—
44	VST	Vistra CORP	Stock-Utilities	0.46%	—	-20.46%
45	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.46%	—	-0.05%
46	WYNN	Wynn Resorts LTD	Stock-Consumer Disc	0.46%	—	-24.97%
47	ASML	ASML Holding N.V.	Stock-Tech	0.45%	—	-26.35%
48	VRT	Vertiv Holdings Co-a	Stock-Industrials	0.43%	—	-14.20%
49	SCHQ	Schwab Long-term US Treasury	ETF-Gov Bonds	0.43%	—	+10.50%
50	UNH	Unitedhealth Group INC	Stock-Healthcare	0.43%	—	—

1–50 of 200