Prosperity Wealth Management, Inc. at 2023-06-30

Filling information for Prosperity Wealth Management, Inc. as Treemap, investor disclosed 143 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings

Product name

Product description

Changed holding value / amount

Details
Total Holding Value, based on SEC fillings over time
CUSIP Symbol Name Title Of Class Value in 1000's Amount
00653A107 00653A107 ADAPTIMMUNE THERAPEUTICS PLC SPONDS ADR 28324 30620
007903107 007903107 ADVANCED MICRO DEVICES INC COM 201735 1771
009066101 009066101 AIRBNB INC COM CL A 479318 3740
02079K305 02079K305 ALPHABET INC CAP STK CL A 576116 4813
02079K107 02079K107 ALPHABET INC CAP STK CL C 286941 2372
023135106 023135106 AMAZON COM INC COM 2369163 18174
037833100 037833100 APPLE INC COM 5063827 26106
040413106 040413106 ARISTA NETWORKS INC COM 329306 2032
00214Q203 00214Q203 ARK ETF TR AUTNMUS TECHNLGY 343232 6090
00214Q708 00214Q708 ARK ETF TR FINTECH INNOVA 224992 10760
00214Q302 00214Q302 ARK ETF TR GENOMIC REV ETF 652108 19129
00214Q401 00214Q401 ARK ETF TR NEXT GNRTN INTER 884707 15095
00206R102 00206R102 AT&T INC COM 178590 11197
053734885 053734885 AVINGER INC COM NEW 49312 67550
090043100 090043100 BILL HOLDINGS INC COM 236037 2020
852234103 852234103 BLOCK INC CL A 220946 3319
097023105 097023105 BOEING CO COM 302592 1433
10576N102 10576N102 BRAZE INC COM CL A 264930 6050
12468P104 12468P104 C3 AI INC CL A 357560 9815
14574X104 14574X104 CARROLS RESTAURANT GROUP INC COM 61302 12163
17259U204 17259U204 CION INVT CORP COM 203292 19585
19248A109 19248A109 COHEN & STEERS INFRASTRUCTUR COM 523571 22166
19247L106 19247L106 COHEN & STEERS QUALITY INCOM COM 272817 23519
22788C105 22788C105 CROWDSTRIKE HLDGS INC CL A 469103 3194
M2682V108 M2682V108 CYBERARK SOFTWARE LTD SHS 375974 2405
23804L103 23804L103 DATADOG INC CL A COM 207090 2105
247361702 247361702 DELTA AIR LINES INC DEL COM NEW 256859 5403
25179M103 25179M103 DEVON ENERGY CORP NEW COM 396517 8203
25460E265 25460E265 DIREXION SHS ETF TR DLY S&P500 BR 3X 368624 26368
254687106 254687106 DISNEY WALT CO COM 392118 4392
Y2106R110 Y2106R110 DORIAN LPG LTD SHS USD 389880 15200
291011104 291011104 EMERSON ELEC CO COM 290479 3214
29355A107 29355A107 ENPHASE ENERGY INC COM 396928 2370
30040W108 30040W108 EVERSOURCE ENERGY COM 488476 6888
30231G102 30231G102 EXXON MOBIL CORP COM 1344421 12535
33733E104 33733E104 FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 377277 5025
336917109 336917109 FIRST TR MORNINGSTAR DIVID L SHS 549466 16156
33735T109 33735T109 FIRST TR STOXX EUROPEAN SELE COMMON SHS 122591 10801
33734H106 33734H106 FIRST TR VALUE LINE DIVID IN SHS 429725 10719
345370860 345370860 FORD MTR CO DEL COM 205165 13560
361448103 361448103 GATX CORP COM 257609 2001
368736104 368736104 GENERAC HLDGS INC COM 364474 2444
37637K108 37637K108 GITLAB INC CLASS A COM 204440 4000
37954Y384 37954Y384 GLOBAL X FDS CYBRSCURTY ETF 727194 29975
37960A859 37960A859 GLOBAL X FDS DOW 30 COVERED C 526410 23787
37954Y483 37954Y483 GLOBAL X FDS NASDAQ 100 COVER 484536 27298
37954Y459 37954Y459 GLOBAL X FDS RUSSELL 2000 538515 29769
37954Y285 37954Y285 GLOBAL X FDS TELMDC&DIG ETF 343085 29500
37954Y673 37954Y673 GLOBAL X FDS US INFR DEV ETF 317349 10097
37954Y657 37954Y657 GLOBAL X FDS US PFD ETF 516067 26615
384802104 384802104 GRAINGER W W INC COM 208976 265
459200101 459200101 INTERNATIONAL BUSINESS MACHS COM 206870 1546
46120E602 46120E602 INTUITIVE SURGICAL INC COM NEW 371005 1085
46138E628 46138E628 INVESCO EXCH TRADED FD TR II KBW BK ETF 377709 9201
46138E354 46138E354 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 1658399 26403
46138J742 46138J742 INVESCO EXCH TRD SLF IDX FD RAFI STRATGIC US 2289027 56477
46137V357 46137V357 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 318584 2129
46090E103 46090E103 INVESCO QQQ TR UNIT SER 1 1030391 2789
46436E718 46436E718 ISHARES TR 0-3 MNTH TREASRY 3404212 33829
464287507 464287507 ISHARES TR CORE S&P MCP ETF 624676 2389
464287200 464287200 ISHARES TR CORE S&P500 ETF 920006 2064
46641Q332 46641Q332 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 1906970 34465
46641Q837 46641Q837 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 2636452 52582
478160104 478160104 JOHNSON & JOHNSON COM 203972 1232
46625H100 46625H100 JPMORGAN CHASE & CO COM 447614 3078
500767470 500767470 KRANESHARES TR KRANESHARES CN 327137 17588
532457108 532457108 LILLY ELI & CO COM 214355 457
573874104 573874104 MARVELL TECHNOLOGY INC COM 366870 6137
58733R102 58733R102 MERCADOLIBRE INC COM 207305 175
58933Y105 58933Y105 MERCK & CO INC COM 211048 1829
30303M102 30303M102 META PLATFORMS INC CL A 414973 1446
594918104 594918104 MICROSOFT CORP COM 6845760 20103
594960304 594960304 MICROVISION INC DEL COM NEW 392272 85649
60937P106 60937P106 MONGODB INC CL A 324682 790
64110L106 64110L106 NETFLIX INC COM 282354 641
G66721104 G66721104 NORWEGIAN CRUISE LINE HLDG L SHS 303996 13964
67071L106 67071L106 NUVEEN AMT FREE MUN CR INC F COM 281651 24073
6706ER101 6706ER101 NUVEEN S&P 500 BUY-WRITE INC COM 1425884 106648
67066G104 67066G104 NVIDIA CORPORATION COM 1076163 2544
674599105 674599105 OCCIDENTAL PETE CORP COM 1223508 20808
679295105 679295105 OKTA INC CL A 474007 6835
67103H107 67103H107 OREILLY AUTOMOTIVE INC COM 217808 228
687793109 687793109 OSCAR HEALTH INC CL A 91239 11320
69374H659 69374H659 PACER FDS TR CASH COWS ETF 978690 28785
69374H865 69374H865 PACER FDS TR EMRG MKT CASH 394433 20490
69374H352 69374H352 PACER FDS TR US SM CAP CASH 447883 19900
69608A108 69608A108 PALANTIR TECHNOLOGIES INC CL A 325149 21210
70432V102 70432V102 PAYCOM SOFTWARE INC COM 295862 921
717081103 717081103 PFIZER INC COM 256100 6982
723787107 723787107 PIONEER NAT RES CO COM 243022 1173
693475105 693475105 PNC FINL SVCS GROUP INC COM 243509 1933
74347R107 74347R107 PROSHARES TR PSHS ULT S&P 500 806250 13865
74347R206 74347R206 PROSHARES TR PSHS ULTRA QQQ 1069481 16612
74347B201 74347B201 PROSHARES TR PSHS ULTSH 20YRS 518263 17628
74348A467 74348A467 PROSHARES TR S&P 500 DV ARIST 736421 7811
74347X831 74347X831 PROSHARES TR ULTRAPRO QQQ 37422422 912742
74347G432 74347G432 PROSHARES TR ULTRAPRO SHT QQQ 1344613 71106
74347X864 74347X864 PROSHARES TR ULTRPRO S&P500 9297377 196230
74467Q103 74467Q103 PUBMATIC INC COM CL A 187315 10247
75513E101 75513E101 RAYTHEON TECHNOLOGIES CORP COM 284868 2908
756109104 756109104 REALTY INCOME CORP COM 240296 4019
808513105 808513105 SCHWAB CHARLES CORP COM 221819 3914
808524771 808524771 SCHWAB STRATEGIC TR SCHWAB FDT US LG 356922 6200
808524839 808524839 SCHWAB STRATEGIC TR US AGGREGATE B 472384 10234
808524797 808524797 SCHWAB STRATEGIC TR US DIVIDEND EQ 1010941 13921
808524300 808524300 SCHWAB STRATEGIC TR US LCAP GR ETF 8720868 116356
808524409 808524409 SCHWAB STRATEGIC TR US LCAP VA ETF 349472 5209
808524201 808524201 SCHWAB STRATEGIC TR US LRG CAP ETF 12669629 241925
81369Y803 81369Y803 SELECT SECTOR SPDR TR TECHNOLOGY 314687 1810
81762P102 81762P102 SERVICENOW INC COM 292224 520
82509L107 82509L107 SHOPIFY INC CL A 1558475 24125
82889N723 82889N723 SIMPLIFY EXCHANGE TRADED FUN AGGREGATE BOND P 239933 10657
833445109 833445109 SNOWFLAKE INC CL A 347209 1973
83406F102 83406F102 SOFI TECHNOLOGIES INC COM 170970 20500
836100107 836100107 SOUNDHOUND AI INC CLASS A COM 248885 54700
78462F103 78462F103 SPDR S&P 500 ETF TR TR UNIT 1680737 3792
78468R101 78468R101 SPDR SER TR PORTFOLIO SH TSR 228065 7922
855244109 855244109 STARBUCKS CORP COM 200993 2029
861012102 861012102 STMICROELECTRONICS N V NY REGISTRY 351564 7033
G85158106 G85158106 STONECO LTD COM CL A 177086 13900
87612G101 87612G101 TARGA RES CORP COM 962741 12651
88160R101 88160R101 TESLA INC COM 609662 2329
88339J105 88339J105 THE TRADE DESK INC COM CL A 287645 3725
89832Q109 89832Q109 TRUIST FINL CORP COM 425628 14024
90353T100 90353T100 UBER TECHNOLOGIES INC COM 355073 8225
90364P105 90364P105 UIPATH INC CL A 218393 13180
91332U101 91332U101 UNITY SOFTWARE INC COM 284401 6550
91680M107 91680M107 UPSTART HLDGS INC COM 401323 11207
92189H607 92189H607 VANECK ETF TRUST OIL SERVICES ETF 326138 1134
922908736 922908736 VANGUARD INDEX FDS GROWTH ETF 370112 1308
922908363 922908363 VANGUARD INDEX FDS S&P 500 ETF SHS 3499757 8593
922908769 922908769 VANGUARD INDEX FDS TOTAL STK MKT 392811 1783
92206C680 92206C680 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 359885 5086
921946406 921946406 VANGUARD WHITEHALL FDS HIGH DIV YLD 216277 2039
921910873 921910873 VANGUARD WORLD FD MEGA CAP INDEX 426510 2726
922475108 922475108 VEEVA SYS INC CL A COM 232333 1175
92343V104 92343V104 VERIZON COMMUNICATIONS INC COM 269552 7248
92532F100 92532F100 VERTEX PHARMACEUTICALS INC COM 300883 855
92671V106 92671V106 VIEW INC COM CL A 4965 41000
92826C839 92826C839 VISA INC COM CL A 232730 980
M97628107 M97628107 WALKME LTD ORD SHS 288480 30050
931142103 931142103 WALMART INC COM 351031 2233
983134107 983134107 WYNN RESORTS LTD COM 2251077 21315

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