Prosperity Wealth Management, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Nov 14, 2024
Value $
$250M
Signature - Title
Elliot Kallen - Chief Compliance Officer
Location
San Ramon, CA
Summary
This page shows a list of all the recent 13F filings made by Prosperity Wealth Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Prosperity Wealth Management, Inc. reported 189 stock holdings with total value $250M as of Q3 2024. Top holdings included QLD, SSO, VOO, SCHX, and QQQ.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 189 $250M +$87.3M -$45.8M +$41.5M QLD, SSO, VOO, SCHX, QQQ 13F-HR 11/14/2024, 01:51 PM
Q2 2024 169 $203M +$39.8M -$54.3M -$14.5M VOO, QQQ, SCHX, SCHG, MSFT 13F-HR 8/13/2024, 05:40 PM
Q1 2024 151 $211M +$88.4M -$46.5M +$41.9M VOO, QQQ, SCHX, TQQQ, SCHG 13F-HR 5/15/2024, 03:30 PM
Q4 2023 137 $153M +$23.4M -$51.2M -$27.8M TQQQ, SCHX, SCHG, UPRO, MSFT 13F-HR 1/30/2024, 04:58 PM
Q3 2023 134 $154M +$26M -$14.2M +$11.9M TQQQ, SCHX, UPRO, SCHG, MSFT 13F-HR 11/7/2023, 02:46 PM
Q2 2023 143 $153M +$36.1M -$24.2M +$11.9M TQQQ, SCHX, UPRO, SCHG, MSFT 13F-HR 9/12/2023, 04:12 PM
Q1 2023 128 $123M +$39.9M -$28.2M +$11.8M TQQQ, SCHX, UPRO, MSFT, SCHG 13F-HR 9/12/2023, 04:11 PM
Q4 2022 128 $101M $0 $0 SSO, TQQQ, MSFT, SPLV, SCHX 13F-HR 9/12/2023, 04:10 PM