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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 $300,373,737
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 970,709 $26,121,768 8.7%
2.
Schwab Strategic Trust
 FNDF 749,659 $24,453,880 8.14%
3.
Vanguard Index Fds - S&P 500 ETF SHS
 24,104 $15,116,413 5.03%
4.
Invesco Qqq Tr
 20,001 $12,286,759 4.09%
5.
Microsoft Corp
 MSFT 16,476 $7,968,170 2.65%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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