Prosperity Wealth Management, Inc. Top Holdings and 13F Report (2025) About Prosperity Wealth Management, Inc.Investment ActivityProsperity Wealth Management, Inc. has $269.84 million in total holdings as of June 30, 2025.Prosperity Wealth Management, Inc. owns shares of 233 different stocks, but just 89 companies or ETFs make up 80% of its holdings.Approximately 21.83% of the portfolio was purchased this quarter.About 13.19% of the portfolio was sold this quarter.This quarter, Prosperity Wealth Management, Inc. has purchased 213 new stocks and bought additional shares in 87 stocks.Prosperity Wealth Management, Inc. sold shares of 64 stocks and completely divested from 52 stocks this quarter.Largest Holdings Schwab US Large-Cap ETF $21,326,324Schwab U.S. Large-Cap Growth ETF $20,288,635Vanguard S&P 500 ETF $13,734,016Invesco QQQ $10,963,036Microsoft $8,477,919 Largest New Holdings this Quarter 555927409 - MACQUARIE ETF TRUST $3,595,267 Holding74347X864 - ProShares UltraPro S&P 500 $3,368,558 Holding464287481 - iShares Russell Mid-Cap Growth ETF $2,901,186 Holding808524771 - Schwab Fundamental U.S. Large Company ETF $1,239,368 Holding91324P102 - UnitedHealth Group $1,154,491 Holding Largest Purchases this Quarter MACQUARIE ETF TRUST 125,358 shares (about $3.60M)ProShares UltraPro S&P 500 36,839 shares (about $3.37M)iShares Russell Mid-Cap Growth ETF 20,920 shares (about $2.90M)Schwab U.S. Large-Cap Growth ETF 75,566 shares (about $2.21M)ProShares Ultra QQQ 17,392 shares (about $2.05M) Largest Sales this Quarter iShares Core S&P Mid-Cap ETF 20,931 shares (about $1.30M)Technology Select Sector SPDR Fund 4,423 shares (about $1.12M)ProShares UltraPro QQQ 12,861 shares (about $1.07M)Vanguard S&P 500 ETF 1,506 shares (about $855.46K)Vanguard Mega Cap Growth ETF 2,327 shares (about $852.11K) Sector Allocation Over TimeMap of 500 Largest Holdings ofProsperity Wealth Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHXSchwab US Large-Cap ETF$21,326,324$1,583,004 ▲8.0%872,5997.9%ETFSCHGSchwab U.S. Large-Cap Growth ETF$20,288,635$2,207,284 ▲12.2%694,5787.5%ETFVOOVanguard S&P 500 ETF$13,734,016$855,465 ▼-5.9%24,1785.1%ETFQQQInvesco QQQ$10,963,036$649,817 ▼-5.6%19,8744.1%FinanceMSFTMicrosoft$8,477,919$532,233 ▼-5.9%17,0443.1%Computer and TechnologyIUSInvesco RAFI Strategic US ETF$6,746,995$1,237,902 ▲22.5%131,0102.5%ManufacturingNVDANVIDIA$6,316,265$345,839 ▲5.8%39,9792.3%Computer and TechnologyAMZNAmazon.com$4,877,259$408,943 ▼-7.7%22,2311.8%Retail/WholesaleSPHYSPDR Portfolio High Yield Bond ETF$4,626,345$113,145 ▼-2.4%194,3841.7%ETFTQQQProShares UltraPro QQQ$4,128,420$1,067,463 ▼-20.5%49,7401.5%ETFAAPLApple$3,985,049$171,318 ▼-4.1%19,4231.5%Computer and TechnologyMACQUARIE ETF TRUST$3,595,267$3,595,267 ▲New Holding125,3581.3%FOCUSED LARGE GRVONGVanguard Russell 1000 Growth ETF$3,508,271$316,462 ▼-8.3%32,1271.3%ETFUPROProShares UltraPro S&P 500$3,368,558$3,368,558 ▲New Holding36,8391.2%ETFMETAMeta Platforms$3,357,571$171,237 ▲5.4%4,5491.2%Computer and TechnologyPALANTIR TECHNOLOGIES INC$3,304,124$488,707 ▲17.4%24,2381.2%CL AQLDProShares Ultra QQQ$3,014,435$2,047,212 ▲211.7%25,6091.1%ETFDKNGDraftKings$2,902,624$51,854 ▲1.8%67,6761.1%Consumer DiscretionaryIWPiShares Russell Mid-Cap Growth ETF$2,901,186$2,901,186 ▲New Holding20,9201.1%ETFMGKVanguard Mega Cap Growth ETF$2,766,162$852,113 ▼-23.6%7,5541.0%ETFSSOProShares Ultra S&P500$2,759,026$1,220,718 ▲79.4%28,2341.0%ETFUBERUber Technologies$2,382,042$15,954 ▲0.7%25,5310.9%Computer and TechnologyPGProcter & Gamble$2,294,277$6,851 ▼-0.3%14,4000.9%Consumer StaplesGSThe Goldman Sachs Group$2,278,955$39,634 ▲1.8%3,2200.8%FinanceARISTA NETWORKS INC$2,265,041$69,571 ▲3.2%22,1390.8%COM SHSGOOGLAlphabet$2,053,528$257,286 ▲14.3%11,6530.8%Computer and TechnologyTRGPTarga Resources$1,890,509$17,408 ▼-0.9%10,8600.7%EnergyGRAYSCALE BITCOIN TRUST ETF$1,882,038$701,968 ▲59.5%22,1860.7%SHS REP COM UTARKWARK Next Generation Internet ETF$1,776,432$166,808 ▲10.4%12,0340.7%ETFLLYEli Lilly and Company$1,745,368$28,843 ▲1.7%2,2390.6%MedicalSGOViShares 0-3 Month Treasury Bond ETF$1,730,098$440,227 ▼-20.3%17,1820.6%ETFBXMXNuveen S&P 500 Buy-Write Income Fund$1,717,586$20,529 ▲1.2%123,7450.6%Financial ServicesSHOPShopify$1,568,760$208,784 ▲15.4%13,6000.6%Computer and TechnologyOSCROscar Health$1,517,802$361,972 ▼-19.3%70,7930.6%FinanceCRWDCrowdStrike$1,505,011$525,608 ▲53.7%2,9550.6%Computer and TechnologySPTSSPDR Portfolio Short Term Treasury ETF$1,504,810$574,087 ▲61.7%51,3760.6%ETFAVGOBroadcom$1,348,480$609,187 ▲82.4%4,8920.5%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$1,343,036$369,926 ▲38.0%23,6240.5%ETFTSLATesla$1,342,206$371,052 ▲38.2%4,2250.5%Auto/Tires/TrucksCONLGraniteShares 2x Long COIN Daily ETF$1,283,982$427,440 ▼-25.0%27,8340.5%ETFXOMExxon Mobil$1,265,716$34,066 ▲2.8%11,7410.5%EnergyGEGE Aerospace$1,249,982$135,140 ▲12.1%4,8560.5%AerospaceFNDXSchwab Fundamental U.S. Large Company ETF$1,239,368$1,239,368 ▲New Holding50,5040.5%ETFVSTVistra$1,236,120$318,042 ▼-20.5%6,3780.5%UtilitiesIVViShares Core S&P 500 ETF$1,231,500$621 ▼-0.1%1,9830.5%ETFWYNNWynn Resorts$1,229,606$409,151 ▼-25.0%13,1270.5%Consumer DiscretionaryASMLASML$1,227,729$439,162 ▼-26.3%1,5320.5%Computer and TechnologyVRTVertiv$1,165,963$193,000 ▼-14.2%9,0800.4%Computer and TechnologySCHQSchwab Long-Term U.S. Treasury ETF$1,161,811$110,403 ▲10.5%36,4320.4%ETFUNHUnitedHealth Group$1,154,491$1,154,491 ▲New Holding3,7010.4%MedicalDOORDASH INC$1,152,188$493 ▼0.0%4,6740.4%CL AAGGHSimplify Aggregate Bond ETF$1,134,360$631,360 ▲125.5%54,9590.4%ETFNFLXNetflix$1,107,461$401,739 ▼-26.6%8270.4%Consumer DiscretionaryMRVLMarvell Technology$1,065,721$1,065,721 ▲New Holding13,7690.4%Computer and TechnologyPYLDPIMCO Multi Sector Bond Active ETF$1,049,465$109,132 ▲11.6%39,5430.4%ETFIWFiShares Russell 1000 Growth ETF$1,044,467$20,380 ▲2.0%2,4600.4%ETFRSPInvesco S&P 500 Equal Weight ETF$1,019,753$53,069 ▲5.5%5,6110.4%ETFPTYPimco Corporate & Income Opportunity Fund$1,014,735$45,305 ▼-4.3%72,9500.4%FinanceAMDAdvanced Micro Devices$1,011,321$133,670 ▲15.2%7,1270.4%Computer and TechnologyCOSTCostco Wholesale$961,232$961,232 ▲New Holding9710.4%Retail/WholesaleCEGConstellation Energy$946,396$1,937 ▼-0.2%2,9320.4%EnergyJPMJPMorgan Chase & Co.$938,996$53,922 ▼-5.4%3,2390.3%FinanceXLKTechnology Select Sector SPDR Fund$917,960$1,120,038 ▼-55.0%3,6250.3%ETFSEZZLE INC$900,731$432,889 ▼-32.5%5,0250.3%COMBACBank of America$873,653$258,362 ▼-22.8%18,4630.3%FinanceARM HOLDINGS PLC$865,147$13,748 ▲1.6%5,3490.3%SPONSORED ADSJNPRJuniper Networks$862,488$862,488 ▲New Holding21,6000.3%Computer and TechnologyMVISMicrovision$828,380$677,844 ▲450.3%726,6490.3%Computer and TechnologyMELIMercadoLibre$823,293$65,341 ▲8.6%3150.3%Retail/WholesaleAXONAxon Enterprise$817,177$99,353 ▲13.8%9870.3%AerospaceTSMTaiwan Semiconductor Manufacturing$812,873$83,575 ▲11.5%3,5890.3%Computer and TechnologyOEFiShares S&P 100 ETF$799,527$462,612 ▼-36.7%2,6270.3%ETFTIDAL TR II$790,637$138,658 ▲21.3%55,5610.3%YIELDMAX SHORTORCLOracle$788,598$788,598 ▲New Holding3,6070.3%Computer and TechnologySIMPLIFY EXCHANGE TRADED FUN$787,471$39,481 ▲5.3%16,1960.3%BOND BULL ETFBUFQFT Vest Laddered Nasdaq Buffer ETF$777,478$37,782 ▼-4.6%23,4180.3%ETFINTUIntuit$777,391$777,391 ▲New Holding9870.3%Computer and TechnologyFSKFS KKR Capital$760,695$152,824 ▲25.1%36,6600.3%FinanceVEAVanguard FTSE Developed Markets ETF$757,485$330,370 ▲77.3%13,2870.3%ETFVTIVanguard Total Stock Market ETF$751,749$53,501 ▲7.7%2,4730.3%ETFVUGVanguard Growth ETF$751,644$156,026 ▲26.2%1,7150.3%ETFDIREXION SHS ETF TR$748,738$748,738 ▲New Holding79,5680.3%DAILY S&P 500 HIDECKDeckers Outdoor$741,692$140,381 ▼-15.9%7,1960.3%Retail/WholesaleSFMSprouts Farmers Market$739,563$29,635 ▲4.2%4,4920.3%Retail/WholesaleSMHVanEck Semiconductor ETF$718,282$104,006 ▼-12.6%2,5760.3%ManufacturingNEOS ETF TRUST$708,925$708,925 ▲New Holding15,1470.3%ENHANCED INCOMERBLXRoblox$700,001$26,300 ▲3.9%6,6540.3%Consumer DiscretionaryPROSHARES TR$699,236$699,236 ▲New Holding35,7300.3%ULTRAPRO SHT QQQBUFRFT Vest Laddered Buffer ETF$695,784$20,924 ▼-2.9%21,8800.3%ETFPNCThe PNC Financial Services Group$693,479$2,983 ▲0.4%3,7200.3%FinanceUPSTUpstart$689,489$689,489 ▲New Holding10,6600.3%FinanceVEEVVeeva Systems$680,497$680,497 ▲New Holding2,3630.3%MedicalORLYO'Reilly Automotive$676,876$630,729 ▲1,366.8%7,5100.3%Retail/WholesaleCYBRCyberArk Software$667,283$97,651 ▲17.1%1,6400.2%Computer and TechnologyIBMInternational Business Machines$662,665$164,487 ▲33.0%2,2480.2%Computer and TechnologyIWYiShares Russell Top 200 Growth ETF$649,167$23,176 ▲3.7%2,6330.2%ETFMUMicron Technology$644,844$644,844 ▲New Holding5,2320.2%Computer and TechnologyGLOBAL X FDS$641,200$130,987 ▲25.7%10,6420.2%DEFENSE TECH ETFSPYSPDR S&P 500 ETF Trust$617,372$194,049 ▼-23.9%9990.2%FinancePIMCO ETF TR$606,423$606,423 ▲New Holding12,3630.2%MTG BKD SECS ACTShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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