|
Size ($ in 1000's)
At 12/31/2023: $153,828 At 09/30/2023: $155,328
Prosperity Wealth Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Prosperity Wealth Management Inc. 13F filings.
Link to 13F filings: SEC filings
|
|
|
As of 12/31/2023, below is a summary of the Prosperity Wealth Management Inc. top holdings by largest position size, as per the latest 13f filing made by Prosperity Wealth Management Inc..
In the Prosperity Wealth Management Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Prosperity Wealth Management Inc. in that top holding, then the share count change between reporting periods, and finally the Prosperity Wealth Management Inc. top holding position size
for that row.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
PROSHARES TR (TQQQ) |
|
|
$29,165 | TQQQ | 578,861 | -355,270 | $29,348 | Put | 3,600 | +3,600 | $183 | SCHWAB STRATEGIC TR |
237,558 |
-13,844 |
$13,398 | SCHX | 237,558 | -13,844 | $13,398 | SCHWAB STRATEGIC TR |
101,053 |
-2,791 |
$8,383 | SCHG | 101,053 | -2,791 | $8,383 | PROSHARES TR (UPRO) |
130,315 |
-69,688 |
$7,133 | UPRO | 130,315 | -69,688 | $7,133 | MICROSOFT CORP |
17,727 |
-2,672 |
$6,666 | MSFT | 17,727 | -2,672 | $6,666 | VANGUARD INDEX FDS (VOO) |
12,475 |
+1,224 |
$5,449 | VOO | 12,475 | +1,224 | $5,449 | APPLE INC |
23,490 |
-1,787 |
$4,523 | AAPL | 23,490 | -1,787 | $4,523 | ISHARES TR (SGOV) |
35,726 |
+1,440 |
$3,582 | SGOV | 35,726 | +1,440 | $3,582 | STRATEGY SHS |
90,116 |
-6,712 |
$3,211 | SSUS | 90,116 | -6,712 | $3,211 | INVESCO EXCH TRD SLF IDX FD |
73,250 |
-6,968 |
$3,172 | IUS | 73,250 | -6,968 | $3,172 | INVESCO QQQ TR |
6,442 |
+3,605 |
$2,638 | QQQ | 6,442 | +3,605 | $2,638 | AMAZON COM INC |
16,153 |
-4,129 |
$2,454 | AMZN | 16,153 | -4,129 | $2,454 | PROCTER AND GAMBLE CO |
14,796 |
+14,796 |
$2,168 | PG | 14,796 | +14,796 | $2,168 | WYNN RESORTS LTD |
21,315 |
UNCH |
$1,942 | WYNN | 21,315 | UNCH | $1,942 | SELECT SECTOR SPDR TR (XLK) |
9,997 |
-540 |
$1,924 | XLK | 9,997 | -540 | $1,924 | SCHWAB STRATEGIC TR |
39,678 |
+39,678 |
$1,874 | SCHA | 39,678 | +39,678 | $1,874 | SIMPLIFY EXCHANGE TRADED FUN (HIGH) |
76,081 |
+76,081 |
$1,869 | HIGH | 76,081 | +76,081 | $1,869 | J P MORGAN EXCHANGE TRADED F (JEPI) |
32,629 |
-7,183 |
$1,794 | JEPI | 32,629 | -7,183 | $1,794 | GLOBAL X FDS |
66,596 |
+66,596 |
$1,666 | CLIP | 66,596 | +66,596 | $1,666 | NUVEEN S&P 500 BUY WRITE INC |
112,322 |
+3,946 |
$1,441 | BXMX | 112,322 | +3,946 | $1,441 | PACER FDS TR |
36,255 |
+4,825 |
$1,368 | HERD | 36,255 | +4,825 | $1,368 | J P MORGAN EXCHANGE TRADED F (JPST) |
25,455 |
-23,385 |
$1,279 | JPST | 25,455 | -23,385 | $1,279 | ARK ETF TR (ARKW) |
16,774 |
+1,100 |
$1,273 | ARKW | 16,774 | +1,100 | $1,273 | EXXON MOBIL CORP |
12,032 |
-565 |
$1,203 | XOM | 12,032 | -565 | $1,203 | SPDR S&P 500 ETF TR (SPY) |
2,013 |
-1,287 |
$957 | SPY | 2,013 | -1,287 | $957 | NVIDIA CORPORATION |
1,869 |
-1,087 |
$926 | NVDA | 1,869 | -1,087 | $926 | CROWDSTRIKE HLDGS INC |
3,454 |
-216 |
$882 | CRWD | 3,454 | -216 | $882 | GLOBAL X FDS |
45,372 |
+16,514 |
$880 | PFFD | 45,372 | +16,514 | $880 | GLOBAL X FDS |
27,964 |
-1,431 |
$820 | BUG | 27,964 | -1,431 | $820 | PROSHARES TR (SQQQ) |
57,080 |
-6,105 |
$768 | SQQQ | 57,080 | -6,105 | $768 | SHOPIFY INC |
|
|
$766 | SHOP | 13,530 | -3,705 | $1,054 | Put | 3,700 | +3,700 | $288 | BANK MONTREAL MEDIUM |
131,003 |
+19,618 |
$764 | FNGD | 131,003 | +19,618 | $764 | DIREXION SHS ETF TR (HIBS) |
28,033 |
+5,546 |
$760 | HIBS | 28,033 | +5,546 | $760 | VANGUARD WORLD FD (MGK) |
2,721 |
-584 |
$706 | MGK | 2,721 | -584 | $706 | SIMPLIFY EXCHANGE TRADED FUN (AGGH) |
30,803 |
+3,166 |
$680 | AGGH | 30,803 | +3,166 | $680 | ISHARES TR (IVV) |
1,378 |
-732 |
$658 | IVV | 1,378 | -732 | $658 | INVESCO EXCH TRADED FD TR II (SPLV) |
10,431 |
-5,561 |
$654 | SPLV | 10,431 | -5,561 | $654 | PROSHARES TR (NOBL) |
6,593 |
-4,803 |
$628 | NOBL | 6,593 | -4,803 | $628 | PROSHARES TR (QLD) |
7,942 |
-5,028 |
$604 | QLD | 7,942 | -5,028 | $604 | SERVICENOW INC |
835 |
-17 |
$590 | NOW | 835 | -17 | $590 | AXON ENTERPRISE INC |
2,266 |
+55 |
$585 | AXON | 2,266 | +55 | $585 | PIMCO ETF TR (PYLD) |
21,823 |
+21,823 |
$560 | PYLD | 21,823 | +21,823 | $560 | DEVON ENERGY CORP NEW |
12,219 |
+3,285 |
$554 | DVN | 12,219 | +3,285 | $554 | ALPHABET INC |
3,912 |
-1,346 |
$546 | GOOGL | 3,912 | -1,346 | $546 | GLOBAL X FDS |
32,587 |
-1,538 |
$546 | RYLD | 32,587 | -1,538 | $546 | GLOBAL X FDS |
47,095 |
+47,095 |
$544 | GNOM | 47,095 | +47,095 | $544 | OREILLY AUTOMOTIVE INC |
559 |
+207 |
$531 | ORLY | 559 | +207 | $531 | COHEN & STEERS INFRASTRUCTUR |
24,607 |
-1,617 |
$523 | UTF | 24,607 | -1,617 | $523 | TRUIST FINL CORP |
14,024 |
UNCH |
$518 | TFC | 14,024 | UNCH | $518 | SPDR SER TR (SPTS) |
17,196 |
+6,658 |
$500 | SPTS | 17,196 | +6,658 | $500 |
See Full List: All Stocks Held By Prosperity Wealth Management Inc.
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By Prosperity Wealth Management Inc.
|
|