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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 $153,824,280
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Proshares Tr
 578,861 $29,348,245 19.07%
2.
Schwab Strategic Trust
 FNDF 237,558 $13,398,251 8.71%
3.
Schwab Strategic Trust
 FNDF 101,053 $8,383,326 5.44%
4.
Proshares Tr
 130,315 $7,133,443 4.63%
5.
Microsoft Corp
 MSFT 17,727 $6,666,136 4.33%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)