13FBOX
Prosperity Wealth Management, Inc. · 13F Holdings
Options Calculator Rankings

Prosperity Wealth Management, Inc.

No.5764 Data as of 2025Q4
Latest AUM (Q4 2025)
$300.4M
QoQ Change Q3 2025
+$5.8M+2.0%
Holdings
251
New Buys
69
Adds
105
Reduces
67
Exits
58
Unchanged
10
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q4 2025 ValueQ4 2025 SharesPrev Q ValuePrev Q SharesShares ChangeAction
SSCHWAB USSCHX
8.7%8.15%$26.1M970,709$24.0M911,630+59,079+6.48%Add
SSCHWAB U.S. LARGE-CAP GROWTH ETFSCHG
8.14%7.83%$24.5M749,659$23.1M723,101+26,558+3.67%Add
VVANGUARD INDEX FDSVOO
5.03%4.96%$15.1M24,104$14.6M23,873+231+0.97%Add
IINVESCO QQQ TRVOO
4.09%3.96%$12.3M20,001$11.7M19,410+591+3.04%Add
MICROSOFT CORPMSFT
2.65%3.02%$8.0M16,476$8.9M17,189-713-4.15%Reduce
NVIDIA CORPORATIONNVDA
2.51%2.61%$7.5M40,472$7.7M41,135-663-1.61%Reduce
IINVESCO EXCH TRD SLF IDX FDIUS
2.34%2.41%$7.0M123,101$7.1M128,786-5,685-4.41%Reduce
AMAZON COM INCAMZN
1.92%1.75%$5.8M24,995$5.1M23,446+1,549+6.61%Add
SSTATE STREETSPHY
1.76%1.89%$5.3M223,856$5.6M232,125-8,269-3.56%Reduce
APPLE INCAAPL
1.64%1.58%$4.9M18,133$4.7M18,264-131-0.72%Reduce
PALANTIR TECHNOLOGIES INCPLTR
1.63%1.63%$4.9M27,530$4.8M26,291+1,239+4.71%Add
VVANGUARD SCOTTSDALE FDSVONG
1.47%1.42%$4.4M36,211$4.2M34,812+1,399+4.02%Add
ALPHABET INCGOOGL
1.25%0.9%$3.7M11,965$2.7M10,936+1,029+9.41%Add
ELI LILLY & COLLY
1.19%0.64%$3.6M3,314$1.9M2,455+859+34.99%Add
VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK
1.1%1.05%$3.3M7,989$3.1M7,715+274+3.55%Add
SSCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX
1.03%0.72%$3.1M113,931$2.1M80,638+33,293+41.29%Add
META PLATFORMS INCMETA
0.93%0.99%$2.8M4,249$2.9M3,986+263+6.60%Add
PPROSHARES TRUPRO
0.92%0.9%$2.8M23,807$2.7M23,781+26+0.11%Add
GOLDMAN SACHS GROUP INCGS
0.87%0.87%$2.6M2,965$2.6M3,213-248-7.72%Reduce
DRAFTKINGS INC NEWDKNG
0.83%0.88%$2.5M71,954$2.6M68,997+2,957+4.29%Add
ARISTA NETWORKS INCANET
0.82%1.12%$2.5M18,744$3.3M22,612-3,868-17.11%Reduce
GRAYSCALE BITCOIN TRUST ETFGBTC
0.81%0.79%$2.4M35,492$2.3M26,088+9,404+36.05%Add
NNOMURA ETF TRLRGG
0.75%0.91%$2.3M76,514$2.7M89,694-13,180-14.69%Reduce
TARGA RES CORPTRGP
0.73%0.62%$2.2M11,912$1.8M10,860+1,052+9.69%Add
UBER TECHNOLOGIES INCUBER
0.71%0.87%$2.1M26,020$2.6M26,310-290-1.10%Reduce
TESLA INCTSLA
0.68%0.65%$2.0M4,543$1.9M4,289+254+5.92%Add
IINVESCO EXCHANGE TRADED FD TRSP
0.68%0.34%$2.0M10,589$1.0M5,350+5,239+97.93%Add
PPROSHARES ULTRAPRO QQQTQQQ
0.66%0.7%$2.0M37,859$2.1M20,083+17,776+88.51%Add
NNUVEEN S&P 500 BUY-WRITE INC
0.62%0.62%$1.9M126,381$1.8M125,508+873+0.70%Add
AARK ETF TRARKK
0.62%$1.9M24,090$00+24,090New Buy
BROADCOM INCAVGO
0.59%0.59%$1.8M5,118$1.7M5,232-114-2.18%Reduce
WYNN RESORTS LTDWYNN
0.59%0.57%$1.8M14,630$1.7M13,127+1,503+11.45%Add
ASML HLDG NVASML
0.57%0.41%$1.7M1,609$1.2M1,234+375+30.39%Add
IISHARES TRIVV
0.57%0.54%$1.7M2,495$1.6M2,393+102+4.26%Add
GE AEROSPACEGE
0.54%0.52%$1.6M5,295$1.5M5,125+170+3.32%Add
MICRON TECHNOLOGY INCMU
0.53%0.55%$1.6M5,538$1.6M9,613-4,075-42.39%Reduce
VERTIV HOLDINGS COVRT
0.52%0.46%$1.5M9,560$1.4M9,024+536+5.94%Add
IINTERNATIONAL BUSINESS MACHSIBM
0.49%0.39%$1.5M4,927$1.1M4,034+893+22.14%Add
EXXON MOBIL CORPXOM
0.45%0.45%$1.4M11,295$1.3M11,674-379-3.25%Reduce
TTIDAL TRUST IIYQQQ
0.45%0.47%$1.3M110,960$1.4M107,581+3,379+3.14%Add
VANECK ETF TRUSTSMH
0.45%0.34%$1.3M3,720$996,5713,053+667+21.85%Add
SHOPIFY INCSHOP
0.44%0.71%$1.3M8,210$2.1M14,165-5,955-42.04%Reduce
VISTRA CORPVST
0.43%0.44%$1.3M8,096$1.3M6,664+1,432+21.49%Add
NNEOS ETF TRUSTTLTI
0.43%0.41%$1.3M27,779$1.2M25,571+2,208+8.63%Add
IISHARES TRSGOV
0.42%0.57%$1.3M12,717$1.7M16,809-4,092-24.34%Reduce
CROWDSTRIKE HLDGS INCCRWD
0.42%0.56%$1.3M2,689$1.7M3,378-689-20.40%Reduce
VVANGUARD FTSEVEA
0.42%0.23%$1.3M20,082$678,34511,320+8,762+77.40%Add
SSIMPLIFY EXCHANGE TRADED FUNAGGH
0.42%0.42%$1.3M60,397$1.2M59,301+1,096+1.85%Add
WALMART INCWMT
0.4%0.2%$1.2M10,782$590,9905,734+5,048+88.04%Add
IISHARES RUSSELLIWF
0.39%0.4%$1.2M2,485$1.2M2,48500.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow