• 13F History

Prosperity Wealth Management, Inc.

13F Filings History

Latest 13F report
Q1 2025 - Apr 18, 2025
Value $
$213M
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 213 stock holdings with total value $213M as of Q1 2025. Top holdings included SCHX, SCHG, VOO, QQQ, and MSFT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 213 $213M +$42.4M -$54.1M -$11.7M SCHX, SCHG, VOO, QQQ, MSFT 13F-HR 4/18/2025, 02:24 PM
Q4 2024 204 $243M +$69.7M -$68.2M +$1.5M VOO, QQQ, SCHX, SCHG, QLD 13F-HR 2/7/2025, 04:58 PM
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 145 $154M +$23.4M -$51.2M -$27.8M TQQQ, SCHX, SCHG, UPRO, MSFT 13F-HR 1/30/2024, 04:58 PM
Q3 2023 190 $155M +$26.7M -$15.6M +$11M TQQQ, SCHX, UPRO, SCHG, MSFT 13F-HR 11/7/2023, 02:46 PM
Q2 2023 195 $155M +$37.9M -$26.8M +$11.1M TQQQ, SCHX, UPRO, SCHG, MSFT 13F-HR 9/12/2023, 05:12 PM
Q1 2023 172 $126M +$42.5M -$33.6M +$8.97M TQQQ, SCHX, UPRO, MSFT, SCHG 13F-HR 9/12/2023, 05:11 PM
Q4 2022 136 $106M SSO, TQQQ, MSFT, SPLV, SCHX 13F-HR 9/12/2023, 05:10 PM