Prosperity Wealth Management, Inc.

données du 30/09/2025

Capitalisation

$ 294.611 M 9.18 %

Période de détention moyenne

5 ans

Performance

$ 132.752 M 77.20 %

Capitalisation

Taille du portefeuille

Performance du portefeuille

Performance du portefeuille %

Performances par rapport au S&P 500 (%)

Entreprise dans Prosperity Wealth Management, Inc.

Date Symbol Nom Poids Capitalisation Nombre d'action 1er ajout Performance ($) Performance (%)
2025/09/30 SCHX SCHWAB STRATEGIC TR 8.15% 24.012 M $ 911630 2022/12/31 1.658 M $ 7.77 %
2025/09/30 SCHG SCHWAB STRATEGIC TR 7.83% 23.074 M $ 723101 2022/12/31 1.875 M $ 9.24 %
2025/09/30 VOO VANGUARD INDEX FDS 4.96% 14.620 M $ 23873 2022/12/31 1.072 M $ 7.81 %
2025/09/30 QQQ INVESCO QQQ TR 3.96% 11.653 M $ 19410 2022/12/31 968.460 K $ 8.83 %
2025/09/30 MSFT MICROSOFT CORP 3.02% 8.903 M $ 17189 2022/12/31 350.083 K $ 4.13 %
2025/09/30 NVDA NVIDIA CORPORATION 2.61% 7.675 M $ 41135 2022/12/31 1.143 M $ 18.10 %
2025/09/30 IUS INVESCO EXCH TRD SLF IDX FD 2.41% 7.110 M $ 128786 2022/12/31 486.047 K $ 7.20 %
2025/09/30 SPHY SPDR SERIES TRUST 1.89% 5.557 M $ 232125 2024/09/30 27.213 K $ 0.59 %
2025/09/30 AMZN AMAZON COM INC 1.75% 5.148 M $ 23446 2022/12/31 4.001 K $ 0.08 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 1.63% 4.796 M $ 26291 2022/12/31 1.117 M $ 33.82 %
2025/09/30 AAPL APPLE INC 1.58% 4.651 M $ 18264 2022/12/31 960.661 K $ 24.11 %
2025/09/30 VONG VANGUARD SCOTTSDALE FDS 1.42% 4.195 M $ 34812 2023/06/30 363.035 K $ 10.35 %
2025/09/30 IWP ISHARES TR 1.24% 3.642 M $ 25574 2025/06/30 78.031 K $ 2.69 %
2025/09/30 ANET ARISTA NETWORKS INC 1.12% 3.295 M $ 22612 2024/12/31 960.832 K $ 42.42 %
2025/09/30 MGK VANGUARD WORLD FD 1.05% 3.105 M $ 7715 2023/09/30 273.832 K $ 9.90 %
2025/09/30 META META PLATFORMS INC 0.99% 2.927 M $ 3986 2023/03/31 -16.876 K $ -0.50 %
2025/09/30 LRGG MACQUARIE ETF TRUST 0.91% 2.695 M $ 89694 2025/06/30 171.740 K $ 4.78 %
2025/09/30 GOOGL ALPHABET INC 0.90% 2.659 M $ 10936 2022/12/31 779.236 K $ 37.95 %
2025/09/30 UPRO PROSHARES TR 0.90% 2.651 M $ 23781 2025/06/30 738.621 K $ 21.93 %
2025/09/30 DKNG DRAFTKINGS INC NEW 0.88% 2.580 M $ 68997 2023/09/30 -371.541 K $ -12.80 %
2025/09/30 UBER UBER TECHNOLOGIES INC 0.87% 2.578 M $ 26310 2023/06/30 119.229 K $ 5.01 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 0.87% 2.559 M $ 3213 2025/03/31 285.292 K $ 12.52 %
2025/09/30 GBTC GRAYSCALE BITCOIN TRUST ETF 0.79% 2.342 M $ 26088 2024/12/31 109.598 K $ 5.82 %
2025/09/30 ARKW ARK ETF TR 0.77% 2.265 M $ 12973 2022/12/31 324.797 K $ 18.28 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.73% 2.139 M $ 13923 2023/12/31 -81.647 K $ -3.56 %
2025/09/30 FNDX SCHWAB STRATEGIC TR 0.72% 2.121 M $ 80638 2024/09/30 88.887 K $ 7.17 %
2025/09/30 SHOP SHOPIFY INC 0.71% 2.105 M $ 14165 2022/12/31 452.336 K $ 28.83 %
2025/09/30 TQQQ PROSHARES TR 0.70% 2.077 M $ 20083 2022/12/31 1.015 M $ 24.58 %
2025/09/30 TSLA TESLA INC 0.65% 1.908 M $ 4289 2023/03/31 536.828 K $ 40.00 %
2025/09/30 LLY ELI LILLY & CO 0.64% 1.873 M $ 2455 2023/06/30 -37.010 K $ -2.12 %
2025/09/30 APP APPLOVIN CORP 0.62% 1.821 M $ 2535 2025/09/30 0.000 $ 0.00 %
2025/09/30 TRGP TARGA RES CORP 0.62% 1.819 M $ 10860 2022/12/31 -71.024 K $ -3.76 %
2025/09/30 BXMX NUVEEN S&P 500 BUY-WRITE INC 0.62% 1.812 M $ 125508 2022/12/31 69.297 K $ 4.03 %
2025/09/30 AVGO BROADCOM INC 0.59% 1.726 M $ 5232 2024/09/30 265.439 K $ 19.68 %
2025/09/30 SGOV ISHARES TR 0.57% 1.693 M $ 16809 2022/12/31 171.000 $ 0.01 %
2025/09/30 WYNN WYNN RESORTS LTD 0.57% 1.684 M $ 13127 2022/12/31 454.194 K $ 36.94 %
2025/09/30 CRWD CROWDSTRIKE HLDGS INC 0.56% 1.657 M $ 3378 2023/03/31 -55.938 K $ -3.72 %
2025/09/30 HIBS DIREXION SHS ETF TR 0.55% 1.621 M $ 249733 2025/06/30 -232.338 K $ -31.03 %
2025/09/30 MU MICRON TECHNOLOGY INC 0.55% 1.608 M $ 9613 2025/06/30 230.574 K $ 35.76 %
2025/09/30 IVV ISHARES TR 0.54% 1.602 M $ 2393 2022/12/31 95.977 K $ 7.79 %
2025/09/30 GE GE AEROSPACE 0.52% 1.542 M $ 5125 2024/12/31 210.896 K $ 16.87 %
2025/09/30 PTY PIMCO CORPORATE & INCOME OPP 0.47% 1.383 M $ 95780 2023/12/31 38.663 K $ 3.81 %
2025/09/30 TIDAL TRUST II 0.47% 1.373 M $ 107581 2024/09/30 -81.119 K $ -10.26 %
2025/09/30 VRT VERTIV HOLDINGS CO 0.46% 1.361 M $ 9024 2024/03/31 203.846 K $ 17.48 %
2025/09/30 XOM EXXON MOBIL CORP 0.45% 1.316 M $ 11674 2022/12/31 58.117 K $ 4.59 %
2025/09/30 VST VISTRA CORP 0.44% 1.306 M $ 6664 2024/12/31 13.457 K $ 1.09 %
2025/09/30 SPTS SPDR SERIES TRUST 0.44% 1.297 M $ 44249 2023/03/31 1.541 K $ 0.10 %
2025/09/30 DASH DOORDASH INC 0.43% 1.274 M $ 4684 2024/03/31 119.093 K $ 10.34 %
2025/09/30 AGGH SIMPLIFY EXCHANGE TRADED FUN 0.42% 1.228 M $ 59301 2023/06/30 3.847 K $ 0.34 %
2025/09/30 NEOS ETF TRUST 0.41% 1.203 M $ 25571 2025/06/30 3.786 K $ 0.53 %
2025/09/30 ASML ASML HOLDING N V 0.41% 1.195 M $ 1234 2023/09/30 255.384 K $ 20.80 %
2025/09/30 SOXS DIREXION SHS ETF TR 0.40% 1.193 M $ 230725 2025/06/30 -136.217 K $ -34.47 %
2025/09/30 PGR PROGRESSIVE CORP 0.40% 1.174 M $ 4755 2025/09/30 0.000 $ 0.00 %
2025/09/30 IWF ISHARES TR 0.40% 1.164 M $ 2485 2024/03/31 107.821 K $ 10.32 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.39% 1.138 M $ 4034 2022/12/31 -28.369 K $ -4.28 %
2025/09/30 RFIX SIMPLIFY EXCHANGE TRADED FUN 0.38% 1.130 M $ 26452 2025/03/31 -95.718 K $ -12.16 %
2025/09/30 JEPI J P MORGAN EXCHANGE TRADED F 0.37% 1.091 M $ 19108 2022/12/31 5.906 K $ 0.44 %
2025/09/30 ORCL ORACLE CORP 0.37% 1.086 M $ 3862 2025/06/30 225.834 K $ 28.64 %
2025/09/30 NFLX NETFLIX INC 0.36% 1.057 M $ 882 2023/06/30 -115.953 K $ -10.47 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.35% 1.029 M $ 3261 2022/12/31 82.659 K $ 8.80 %
2025/09/30 RSP INVESCO EXCHANGE TRADED FD T 0.34% 1.015 M $ 5350 2022/12/31 44.663 K $ 4.38 %
2025/09/30 IDV ISHARES TR 0.34% 1.014 M $ 27740 2025/06/30 33.863 K $ 5.91 %
2025/09/30 CONL GRANITESHARES ETF TR 0.34% 1.013 M $ 27084 2024/12/31 -242.990 K $ -18.92 %
2025/09/30 CEG CONSTELLATION ENERGY CORP 0.34% 997.763 K $ 3032 2023/09/30 18.500 K $ 1.95 %
2025/09/30 SMH VANECK ETF TRUST 0.34% 996.571 K $ 3053 2023/12/31 122.308 K $ 17.03 %
2025/09/30 PNC PNC FINL SVCS GROUP INC 0.33% 972.615 K $ 4840 2022/12/31 53.977 K $ 7.78 %
2025/09/30 SHLD GLOBAL X FDS 0.32% 957.090 K $ 13626 2024/06/30 106.313 K $ 16.58 %
2025/09/30 BAC BANK AMERICA CORP 0.32% 947.124 K $ 18358 2025/03/31 78.837 K $ 9.02 %
2025/09/30 MVIS MICROVISION INC DEL 0.32% 944.755 K $ 761899 2022/12/31 72.664 K $ 8.77 %
2025/09/30 STRL STERLING INFRASTRUCTURE INC 0.32% 935.818 K $ 2755 2025/03/31 274.554 K $ 47.22 %
2025/09/30 LMAT LEMAITRE VASCULAR INC 0.32% 931.982 K $ 10650 2025/09/30 0.000 $ 0.00 %
2025/09/30 XLK SELECT SECTOR SPDR TR 0.31% 924.502 K $ 3280 2022/12/31 103.783 K $ 11.31 %
2025/09/30 QLD PROSHARES TR 0.31% 911.582 K $ 6644 2024/09/30 499.119 K $ 16.56 %
2025/09/30 DIPS TIDAL TRUST II 0.30% 889.640 K $ 150277 2024/12/31 -91.751 K $ -20.54 %
2025/09/30 MACQUARIE ETF TRUST 0.30% 887.962 K $ 24994 2025/06/30 43.476 K $ 14.36 %
2025/09/30 PRIM PRIMORIS SVCS CORP 0.30% 872.046 K $ 6350 2025/03/31 360.794 K $ 76.20 %
2025/09/30 OEF ISHARES TR 0.29% 860.391 K $ 2585 2024/06/30 74.843 K $ 9.36 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.29% 858.250 K $ 1288 2022/12/31 48.281 K $ 7.82 %
2025/09/30 VUG VANGUARD INDEX FDS 0.29% 847.250 K $ 1766 2023/06/30 70.675 K $ 9.40 %
2025/09/30 ALAB ASTERA LABS INC 0.29% 841.940 K $ 4300 2024/12/31 435.430 K $ 116.55 %
2025/09/30 CLS CELESTICA INC 0.29% 840.402 K $ 3411 2024/12/31 293.377 K $ 57.82 %
2025/09/30 EMR EMERSON ELEC CO 0.28% 823.078 K $ 6274 2022/12/31 -6.817 K $ -1.61 %
2025/09/30 SSO PROSHARES TR 0.28% 822.652 K $ 7336 2024/09/30 406.851 K $ 14.75 %
2025/09/30 INOD INNODATA INC 0.27% 809.235 K $ 10500 2024/12/31 261.084 K $ 50.47 %
2025/09/30 HOOD ROBINHOOD MKTS INC 0.27% 807.535 K $ 5640 2025/06/30 246.511 K $ 52.92 %
2025/09/30 MESO MESOBLAST LTD 0.27% 804.695 K $ 49950 2024/03/31 261.521 K $ 47.93 %
2025/09/30 ORLY OREILLY AUTOMOTIVE INC 0.27% 801.891 K $ 7438 2023/03/31 132.776 K $ 19.62 %
2025/09/30 DECK DECKERS OUTDOOR CORP 0.26% 778.826 K $ 7683 2024/03/31 -12.233 K $ -1.65 %
2025/09/30 AXON AXON ENTERPRISE INC 0.26% 776.486 K $ 1082 2023/09/30 -108.866 K $ -13.32 %
2025/09/30 LIF LIFE360 INC 0.26% 770.675 K $ 7250 2025/06/30 280.576 K $ 62.91 %
2025/09/30 VEEV VEEVA SYS INC 0.26% 768.608 K $ 2580 2025/06/30 23.464 K $ 3.45 %
2025/09/30 AMZZ GRANITESHARES ETF TR 0.26% 762.939 K $ 25645 2025/09/30 0.000 $ 0.00 %
2025/09/30 INTU INTUIT 0.26% 752.567 K $ 1102 2025/06/30 -103.358 K $ -13.30 %
2025/09/30 VTI VANGUARD INDEX FDS 0.25% 746.832 K $ 2275 2022/12/31 59.945 K $ 7.97 %
2025/09/30 CRWV COREWEAVE INC 0.25% 738.990 K $ 5400 2025/03/31 -92.390 K $ -16.07 %
2025/09/30 FSK FS KKR CAP CORP 0.24% 712.325 K $ 47711 2024/12/31 -213.361 K $ -28.05 %
2025/09/30 MDB MONGODB INC 0.24% 698.355 K $ 2250 2025/09/30 0.000 $ 0.00 %
2025/09/30 IWY ISHARES TR 0.23% 691.699 K $ 2527 2024/03/31 71.459 K $ 11.01 %
2025/09/30 VRTX VERTEX PHARMACEUTICALS INC 0.23% 688.111 K $ 1757 2024/06/30 0.000 $ 0.00 %
2025/09/30 TTD THE TRADE DESK INC 0.23% 686.091 K $ 13999 2024/03/31 0.000 $ 0.00 %