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 description
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 |