Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Prosperity Wealth Management, Inc. > Profile

Instuitional Investor - Prosperity Wealth Management, Inc.

Fund Profile
Filing Period:
Fund Name: Prosperity Wealth Management, Inc.
Portfolio Value $243,069,891
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 40,532 $21,839,230 8.98%
2.
Invesco Qqq Tr
 38,013 $19,433,168 7.99%
3.
Schwab Strategic Trust
 FNDF 751,568 $17,421,353 7.16%
4.
Schwab Strategic Trust
 FNDF 526,005 $14,659,760 6.03%
5.
Proshares Trust
 132,955 $14,391,049 5.92%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)