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Prosperity Wealth Management, Inc. Top Holdings and 13F Report (2025)

About Prosperity Wealth Management, Inc.

Investment Activity

  • Prosperity 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

Invesco QQQ
$10,963,036
Microsoft
$8,477,919

Largest New Holdings this Quarter

555927409 - MACQUARIE ETF TRUST
$3,595,267 Holding
74347X864 - ProShares UltraPro S&P 500
$3,368,558 Holding
464287481 - iShares Russell Mid-Cap Growth ETF
$2,901,186 Holding
808524771 - Schwab Fundamental U.S. Large Company ETF
$1,239,368 Holding
91324P102 - 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 Time

Map of 500 Largest Holdings ofProsperity Wealth Management, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$21,326,324$1,583,004 8.0%872,5997.9%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$20,288,635$2,207,284 12.2%694,5787.5%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$13,734,016$855,465 -5.9%24,1785.1%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$10,963,036$649,817 -5.6%19,8744.1%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$8,477,919$532,233 -5.9%17,0443.1%Computer and Technology
Invesco RAFI Strategic US ETF stock logo
IUS
Invesco RAFI Strategic US ETF
$6,746,995$1,237,902 22.5%131,0102.5%Manufacturing
NVIDIA Corporation stock logo
NVDA
NVIDIA
$6,316,265$345,839 5.8%39,9792.3%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$4,877,259$408,943 -7.7%22,2311.8%Retail/Wholesale
SPDR Portfolio High Yield Bond ETF stock logo
SPHY
SPDR Portfolio High Yield Bond ETF
$4,626,345$113,145 -2.4%194,3841.7%ETF
ProShares UltraPro QQQ stock logo
TQQQ
ProShares UltraPro QQQ
$4,128,420$1,067,463 -20.5%49,7401.5%ETF
Apple Inc. stock logo
AAPL
Apple
$3,985,049$171,318 -4.1%19,4231.5%Computer and Technology
MACQUARIE ETF TRUST
$3,595,267$3,595,267 New Holding125,3581.3%FOCUSED LARGE GR
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$3,508,271$316,462 -8.3%32,1271.3%ETF
ProShares UltraPro S&P 500 stock logo
UPRO
ProShares UltraPro S&P 500
$3,368,558$3,368,558 New Holding36,8391.2%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$3,357,571$171,237 5.4%4,5491.2%Computer and Technology
PALANTIR TECHNOLOGIES INC
$3,304,124$488,707 17.4%24,2381.2%CL A
ProShares Ultra QQQ stock logo
QLD
ProShares Ultra QQQ
$3,014,435$2,047,212 211.7%25,6091.1%ETF
DraftKings Inc. stock logo
DKNG
DraftKings
$2,902,624$51,854 1.8%67,6761.1%Consumer Discretionary
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$2,901,186$2,901,186 New Holding20,9201.1%ETF
Vanguard Mega Cap Growth ETF stock logo
MGK
Vanguard Mega Cap Growth ETF
$2,766,162$852,113 -23.6%7,5541.0%ETF
ProShares Ultra S&P500 stock logo
SSO
ProShares Ultra S&P500
$2,759,026$1,220,718 79.4%28,2341.0%ETF
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$2,382,042$15,954 0.7%25,5310.9%Computer and Technology
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$2,294,277$6,851 -0.3%14,4000.9%Consumer Staples
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$2,278,955$39,634 1.8%3,2200.8%Finance
ARISTA NETWORKS INC
$2,265,041$69,571 3.2%22,1390.8%COM SHS
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,053,528$257,286 14.3%11,6530.8%Computer and Technology
Targa Resources, Inc. stock logo
TRGP
Targa Resources
$1,890,509$17,408 -0.9%10,8600.7%Energy
GRAYSCALE BITCOIN TRUST ETF
$1,882,038$701,968 59.5%22,1860.7%SHS REP COM UT
ARK Next Generation Internet ETF stock logo
ARKW
ARK Next Generation Internet ETF
$1,776,432$166,808 10.4%12,0340.7%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,745,368$28,843 1.7%2,2390.6%Medical
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$1,730,098$440,227 -20.3%17,1820.6%ETF
Nuveen S&P 500 Buy-Write Income Fund stock logo
BXMX
Nuveen S&P 500 Buy-Write Income Fund
$1,717,586$20,529 1.2%123,7450.6%Financial Services
Shopify Inc. stock logo
SHOP
Shopify
$1,568,760$208,784 15.4%13,6000.6%Computer and Technology
Oscar Health, Inc. stock logo
OSCR
Oscar Health
$1,517,802$361,972 -19.3%70,7930.6%Finance
CrowdStrike stock logo
CRWD
CrowdStrike
$1,505,011$525,608 53.7%2,9550.6%Computer and Technology
SPDR Portfolio Short Term Treasury ETF stock logo
SPTS
SPDR Portfolio Short Term Treasury ETF
$1,504,810$574,087 61.7%51,3760.6%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$1,348,480$609,187 82.4%4,8920.5%Computer and Technology
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$1,343,036$369,926 38.0%23,6240.5%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$1,342,206$371,052 38.2%4,2250.5%Auto/Tires/Trucks
GraniteShares 2x Long COIN Daily ETF stock logo
CONL
GraniteShares 2x Long COIN Daily ETF
$1,283,982$427,440 -25.0%27,8340.5%ETF
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$1,265,716$34,066 2.8%11,7410.5%Energy
GE Aerospace stock logo
GE
GE Aerospace
$1,249,982$135,140 12.1%4,8560.5%Aerospace
Schwab Fundamental U.S. Large Company ETF stock logo
FNDX
Schwab Fundamental U.S. Large Company ETF
$1,239,368$1,239,368 New Holding50,5040.5%ETF
Vistra Corp. stock logo
VST
Vistra
$1,236,120$318,042 -20.5%6,3780.5%Utilities
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,231,500$621 -0.1%1,9830.5%ETF
Wynn Resorts, Limited stock logo
WYNN
Wynn Resorts
$1,229,606$409,151 -25.0%13,1270.5%Consumer Discretionary
ASML Holding N.V. stock logo
ASML
ASML
$1,227,729$439,162 -26.3%1,5320.5%Computer and Technology
Vertiv Holdings Co. stock logo
VRT
Vertiv
$1,165,963$193,000 -14.2%9,0800.4%Computer and Technology
Schwab Long-Term U.S. Treasury ETF stock logo
SCHQ
Schwab Long-Term U.S. Treasury ETF
$1,161,811$110,403 10.5%36,4320.4%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$1,154,491$1,154,491 New Holding3,7010.4%Medical
DOORDASH INC
$1,152,188$493 0.0%4,6740.4%CL A
Simplify Aggregate Bond ETF stock logo
AGGH
Simplify Aggregate Bond ETF
$1,134,360$631,360 125.5%54,9590.4%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$1,107,461$401,739 -26.6%8270.4%Consumer Discretionary
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$1,065,721$1,065,721 New Holding13,7690.4%Computer and Technology
PIMCO Multi Sector Bond Active ETF stock logo
PYLD
PIMCO Multi Sector Bond Active ETF
$1,049,465$109,132 11.6%39,5430.4%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$1,044,467$20,380 2.0%2,4600.4%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$1,019,753$53,069 5.5%5,6110.4%ETF
Pimco Corporate & Income Opportunity Fund stock logo
PTY
Pimco Corporate & Income Opportunity Fund
$1,014,735$45,305 -4.3%72,9500.4%Finance
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$1,011,321$133,670 15.2%7,1270.4%Computer and Technology
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$961,232$961,232 New Holding9710.4%Retail/Wholesale
Constellation Energy Corporation stock logo
CEG
Constellation Energy
$946,396$1,937 -0.2%2,9320.4%Energy
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$938,996$53,922 -5.4%3,2390.3%Finance
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$917,960$1,120,038 -55.0%3,6250.3%ETF
SEZZLE INC
$900,731$432,889 -32.5%5,0250.3%COM
Bank of America Corporation stock logo
BAC
Bank of America
$873,653$258,362 -22.8%18,4630.3%Finance
ARM HOLDINGS PLC
$865,147$13,748 1.6%5,3490.3%SPONSORED ADS
Juniper Networks, Inc. stock logo
JNPR
Juniper Networks
$862,488$862,488 New Holding21,6000.3%Computer and Technology
Microvision, Inc. stock logo
MVIS
Microvision
$828,380$677,844 450.3%726,6490.3%Computer and Technology
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$823,293$65,341 8.6%3150.3%Retail/Wholesale
Axon Enterprise, Inc stock logo
AXON
Axon Enterprise
$817,177$99,353 13.8%9870.3%Aerospace
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$812,873$83,575 11.5%3,5890.3%Computer and Technology
iShares S&P 100 ETF stock logo
OEF
iShares S&P 100 ETF
$799,527$462,612 -36.7%2,6270.3%ETF
TIDAL TR II
$790,637$138,658 21.3%55,5610.3%YIELDMAX SHORT
Oracle Corporation stock logo
ORCL
Oracle
$788,598$788,598 New Holding3,6070.3%Computer and Technology
SIMPLIFY EXCHANGE TRADED FUN
$787,471$39,481 5.3%16,1960.3%BOND BULL ETF
FT Vest Laddered Nasdaq Buffer ETF stock logo
BUFQ
FT Vest Laddered Nasdaq Buffer ETF
$777,478$37,782 -4.6%23,4180.3%ETF
Intuit Inc. stock logo
INTU
Intuit
$777,391$777,391 New Holding9870.3%Computer and Technology
FS KKR Capital Corp. stock logo
FSK
FS KKR Capital
$760,695$152,824 25.1%36,6600.3%Finance
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$757,485$330,370 77.3%13,2870.3%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$751,749$53,501 7.7%2,4730.3%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$751,644$156,026 26.2%1,7150.3%ETF
DIREXION SHS ETF TR
$748,738$748,738 New Holding79,5680.3%DAILY S&P 500 HI
Deckers Outdoor Corporation stock logo
DECK
Deckers Outdoor
$741,692$140,381 -15.9%7,1960.3%Retail/Wholesale
Sprouts Farmers Market, Inc. stock logo
SFM
Sprouts Farmers Market
$739,563$29,635 4.2%4,4920.3%Retail/Wholesale
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$718,282$104,006 -12.6%2,5760.3%Manufacturing
NEOS ETF TRUST
$708,925$708,925 New Holding15,1470.3%ENHANCED INCOME
Roblox Corporation stock logo
RBLX
Roblox
$700,001$26,300 3.9%6,6540.3%Consumer Discretionary
PROSHARES TR
$699,236$699,236 New Holding35,7300.3%ULTRAPRO SHT QQQ
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$695,784$20,924 -2.9%21,8800.3%ETF
The PNC Financial Services Group, Inc stock logo
PNC
The PNC Financial Services Group
$693,479$2,983 0.4%3,7200.3%Finance
Upstart Holdings, Inc. stock logo
UPST
Upstart
$689,489$689,489 New Holding10,6600.3%Finance
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$680,497$680,497 New Holding2,3630.3%Medical
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$676,876$630,729 1,366.8%7,5100.3%Retail/Wholesale
CyberArk Software Ltd. stock logo
CYBR
CyberArk Software
$667,283$97,651 17.1%1,6400.2%Computer and Technology
International Business Machines Corporation stock logo
IBM
International Business Machines
$662,665$164,487 33.0%2,2480.2%Computer and Technology
iShares Russell Top 200 Growth ETF stock logo
IWY
iShares Russell Top 200 Growth ETF
$649,167$23,176 3.7%2,6330.2%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$644,844$644,844 New Holding5,2320.2%Computer and Technology
GLOBAL X FDS
$641,200$130,987 25.7%10,6420.2%DEFENSE TECH ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$617,372$194,049 -23.9%9990.2%Finance
PIMCO ETF TR
$606,423$606,423 New Holding12,3630.2%MTG BKD SECS ACT

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