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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 $269,844,075
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 872,599 $21,326,324 7.9%
2.
Schwab Strategic Trust
 FNDF 694,578 $20,288,635 7.52%
3.
Vanguard Index Fds - S&P 500 ETF SHS
 24,178 $13,734,016 5.09%
4.
Invesco Qqq Tr
 19,874 $10,963,036 4.06%
5.
Microsoft Corp
 MSFT 17,044 $8,477,919 3.14%
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%
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Returns since its inception in May 2014 (through February 19th, 2025)