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CIK: 0001991463
Total reported value
$300.4M
$300.4M
240 檔
27.4%
At the close of Q3 2025, Prosperity Wealth Management, Inc. disclosed equity holdings valued at approximately $300.4M, spread across 240 reported holdings.
In Q3 2025, Prosperity Wealth Management, Inc. displayed an active expansion posture, initiating 20 new positions and adding to 17 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 240 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 8.15% | +0.55% | +4.47% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 7.83% | +0.31% | +4.11% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.96% | — | -1.26% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.96% | +0.13% | -2.33% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.02% | -0.37% | +0.85% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.61% | — | +2.89% | |
| 7 | IUS | Invesco Rafi Strategic US Et | ETF-Other | 2.41% | — | -1.70% | |
| 8 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 1.89% | — | +19.42% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.75% | +0.17% | +5.47% | |
| 10 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.63% | — | +8.47% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.58% | — | -5.97% | |
| 12 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 1.42% | — | +8.36% | |
| 13 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.24% | -0.94% | +22.25% | |
| 14 | ANET | Arista Networks Inc | Stock-Tech | 1.12% | -0.30% | +2.14% | |
| 15 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.05% | — | +2.13% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.99% | — | -12.38% | |
| 17 | LRGG | Nomura Focused Large Growth | ETF-Other | 0.91% | — | -28.45% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.90% | +0.35% | -6.15% | |
| 19 | UPRO | Proshares Ultrapro S&p 500 | ETF-Large Cap & Growth | 0.90% | — | -35.45% | |
| 20 | DKNG | Draftkings Inc-cl A | Stock-Consumer Disc | 0.88% | — | +1.95% | |
| 21 | UBER | Uber Technologies Inc | Stock-Industrials | 0.87% | — | +3.05% | |
| 22 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.87% | — | -0.22% | |
| 23 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.79% | — | +17.59% | |
| 24 | ARKW | Ark Next Generation Internet | ETF-Other | 0.77% | -0.77% | EXIT | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.73% | -0.62% | -3.31% | |
| 26 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.72% | +0.31% | +59.67% | |
| 27 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.71% | -0.27% | +4.15% | |
| 28 | TQQQ | Proshares Ultrapro Qqq | ETF-Other | 0.70% | — | -59.62% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.65% | — | +1.51% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.64% | +0.55% | +9.65% | |
| 31 | APP | Applovin Corp-class A | Stock-Tech | 0.62% | -0.55% | — | |
| 32 | TRGP | Targa Resources CORP | Stock-Energy | 0.62% | — | — | |
| 33 | XBXMX | Nuveen S&p 500 Buy-wr Inc | Stock-Other | 0.62% | — | +1.42% | |
| 34 | AVGO | Broadcom Inc | Stock-Tech | 0.59% | — | +6.95% | |
| 35 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.57% | — | -2.17% | |
| 36 | WYNN | Wynn Resorts LTD | Stock-Consumer Disc | 0.57% | — | — | |
| 37 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.56% | — | +14.31% | |
| 38 | ✓ | Direxion Shs ETF Tr | ETF-Other | 0.55% | -0.55% | EXIT | |
| 39 | MU | Micron Technology Inc | Stock-Tech | 0.55% | — | +83.73% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.54% | — | +20.68% | |
| 41 | GE | General Electric | Stock-Industrials | 0.52% | — | +5.54% | |
| 42 | PTY | Pimco Corporate & Income Opp | Stock-Other | 0.47% | — | +31.30% | |
| 43 | YQQQ | Yieldmax N100 Short Opt Inc | ETF-Other | 0.47% | — | +93.63% | |
| 44 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.46% | — | -0.62% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.45% | — | -0.57% | |
| 46 | VST | Vistra CORP | Stock-Utilities | 0.44% | — | +4.48% | |
| 47 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.44% | — | -13.87% | |
| 48 | DASH | Doordash Inc - A | Stock-Consumer Disc | 0.43% | — | +0.21% | |
| 49 | AGGH | Simplify Aggregate Bond ETF | ETF-Other | 0.42% | — | +7.90% | |
| 50 | TLTI | Neos Enh Ic 20+yr Tre Bd ETF | ETF-Other | 0.41% | — | +68.82% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | +0.8% | +8.47% | Add |
| 2 | NVDA | Nvidia CORP | +0.7% | +2.89% | Add |
| 3 | SCHG | Schwab US Large-cap Growth | +0.5% | +4.11% | Add |
| 4 | AVGO | Broadcom Inc | +0.4% | +6.95% | Add |
| 5 | GBTC | Grayscale Bitcoin Trust ETF | +0.4% | +17.59% | Add |
| 6 | ANET | Arista Networks Inc | +0.3% | +2.14% | Add |
| 7 | ARKW | Ark Next Generation Internet | +0.3% | +7.80% | Add |
| 8 | TSLA | Tesla Inc | +0.3% | +1.51% | Add |
| 9 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +14.31% | Add |
| 10 | MVIS | Microvision Inc | +0.2% | +4.85% | Add |
| 11 | SHOP | Shopify Inc - Class A | +0.2% | +4.15% | Add |
| 12 | GOOGL | Alphabet Inc-cl A | +0.2% | -6.15% | Add |
| 13 | GS | Goldman Sachs Group Inc | +0.1% | -0.22% | Add |
| 14 | UBER | Uber Technologies Inc | — | +3.05% | Add |
| 15 | IUS | Invesco Rafi Strategic US Et | -0.1% | -1.70% | Add |
| 16 | VONG | Vanguard Russell 1000 Growth | -0.1% | +8.36% | Trim |
| 17 | MSFT | Microsoft CORP | -0.2% | +0.85% | Trim |
| 18 | SCHX | Schwab US Large-cap ETF | -0.2% | +4.47% | Add |
| 19 | SPHY | Ss Spdr P High Yield ETF | -0.3% | +19.42% | Add |
| 20 | XLK | Ss Technology Select Sector | -0.5% | -9.52% | Trim |
| 21 | IJH | Ishares Core S&p Midcap ETF | -0.6% | +2.66% | Trim |
| 22 | QQQ | Invesco Qqq Trust Series 1 | -0.7% | -2.33% | Trim |
| 23 | TQQQ | Proshares Ultrapro Qqq | -1% | -59.62% | Trim |
| 24 | VOO | Vanguard S&p 500 ETF | -1.2% | -1.26% | Trim |
| 25 | IWP | Ishares Russell Mid-cap Grow | — | NEW | New buy |
| 26 | LRGG | Nomura Focused Large Growth | — | NEW | New buy |
| 27 | UPRO | Proshares Ultrapro S&p 500 | — | NEW | New buy |
| 28 | FNDX | Schwab Fndmntl US Lrg Co ETF | — | NEW | New buy |
| 29 | APP | Applovin Corp-class A | — | NEW | New buy |
| 30 | ✓ | Direxion Shs ETF Tr | — | NEW | New buy |
| 31 | MU | Micron Technology Inc | — | NEW | New buy |
| 32 | TLTI | Neos Enh Ic 20+yr Tre Bd ETF | — | NEW | New buy |
| 33 | V32S | Direxion Daily Semi Bear 3x | — | NEW | New buy |
| 34 | PGR | Progressive CORP | — | NEW | New buy |
| 35 | SSUS | Day Hagan Smart Sector ETF | — | EXIT | Sold out |
| 36 | ORCL | Oracle CORP | — | NEW | New buy |
| 37 | SCHQ | Schwab Long-term US Treasury | — | EXIT | Sold out |
| 38 | IDV | Ishares International Select | — | NEW | New buy |
| 39 | PRF | Invesco Rafi US 1000 ETF | — | EXIT | Sold out |
| 40 | PYLD | Pimco Multisector Bond Actv | — | EXIT | Sold out |
| 41 | LMAT | Lemaitre Vascular Inc | — | NEW | New buy |
| 42 | EMEQ | Nomura Focused Emerging Mark | — | NEW | New buy |
| 43 | SVOL | Simplify Volatility Premium | — | EXIT | Sold out |
| 44 | ALAB | Astera Labs Inc | — | NEW | New buy |
| 45 | HOOD | Robinhood Markets Inc - A | — | NEW | New buy |
| 46 | ISRG | Intuitive Surgical Inc | — | EXIT | Sold out |
| 47 | LIF | Life360 Inc | — | NEW | New buy |
| 48 | VEEV | Veeva Systems Inc-class A | — | NEW | New buy |
| 49 | AMZZ | Graniteshares 2xl Amzn ETF | — | NEW | New buy |
| 50 | INTU | Intuit Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Prosperity Wealth Management, Inc. reported a total U.S. public equity portfolio value of $300.4M across 240 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHX, SCHG, VOO) accounted for 27.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
IWP
市值: $3.6M
Top Position Liquidated / Trimmed
SSUS
前期市值: $1.2M
During Q3 2025, Prosperity Wealth Management, Inc.'s top holdings by market value included SCHX (8.2%)、SCHG (7.8%)、VOO (5.0%). The largest single position, SCHX, represented 8.2% of total portfolio value.
In Q3 2025, Prosperity Wealth Management, Inc. made 50 total portfolio adjustments, initiating 20 new buys, adding to 17 positions, trimming 7 holdings, and fully liquidating 6 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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