Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
PROSHARES TR (TQQQ) | $29,165 | ||
TQQQ | 578,861 | -355,270 | $29,348 |
Put | 3,600 | +3,600 | $183 |
SCHWAB STRATEGIC TR | 237,558 | -13,844 | $13,398 |
SCHX | 237,558 | -13,844 | $13,398 |
SCHWAB STRATEGIC TR | 101,053 | -2,791 | $8,383 |
SCHG | 101,053 | -2,791 | $8,383 |
PROSHARES TR (UPRO) | 130,315 | -69,688 | $7,133 |
UPRO | 130,315 | -69,688 | $7,133 |
MICROSOFT CORP | 17,727 | -2,672 | $6,666 |
MSFT | 17,727 | -2,672 | $6,666 |
VANGUARD INDEX FDS (VOO) | 12,475 | +1,224 | $5,449 |
VOO | 12,475 | +1,224 | $5,449 |
APPLE INC | 23,490 | -1,787 | $4,523 |
AAPL | 23,490 | -1,787 | $4,523 |
ISHARES TR (SGOV) | 35,726 | +1,440 | $3,582 |
SGOV | 35,726 | +1,440 | $3,582 |
STRATEGY SHS | 90,116 | -6,712 | $3,211 |
SSUS | 90,116 | -6,712 | $3,211 |
INVESCO EXCH TRD SLF IDX FD | 73,250 | -6,968 | $3,172 |
IUS | 73,250 | -6,968 | $3,172 |
INVESCO QQQ TR | 6,442 | +3,605 | $2,638 |
QQQ | 6,442 | +3,605 | $2,638 |
AMAZON COM INC | 16,153 | -4,129 | $2,454 |
AMZN | 16,153 | -4,129 | $2,454 |
PROCTER AND GAMBLE CO | 14,796 | +14,796 | $2,168 |
PG | 14,796 | +14,796 | $2,168 |
WYNN RESORTS LTD | 21,315 | UNCH | $1,942 |
WYNN | 21,315 | UNCH | $1,942 |
SELECT SECTOR SPDR TR (XLK) | 9,997 | -540 | $1,924 |
XLK | 9,997 | -540 | $1,924 |
SCHWAB STRATEGIC TR | 39,678 | +39,678 | $1,874 |
SCHA | 39,678 | +39,678 | $1,874 |
SIMPLIFY EXCHANGE TRADED FUN (HIGH) | 76,081 | +76,081 | $1,869 |
HIGH | 76,081 | +76,081 | $1,869 |
J P MORGAN EXCHANGE TRADED F (JEPI) | 32,629 | -7,183 | $1,794 |
JEPI | 32,629 | -7,183 | $1,794 |
GLOBAL X FDS | 66,596 | +66,596 | $1,666 |
CLIP | 66,596 | +66,596 | $1,666 |
NUVEEN S&P 500 BUY WRITE INC | 112,322 | +3,946 | $1,441 |
BXMX | 112,322 | +3,946 | $1,441 |
PACER FDS TR | 36,255 | +4,825 | $1,368 |
HERD | 36,255 | +4,825 | $1,368 |
J P MORGAN EXCHANGE TRADED F (JPST) | 25,455 | -23,385 | $1,279 |
JPST | 25,455 | -23,385 | $1,279 |
ARK ETF TR (ARKW) | 16,774 | +1,100 | $1,273 |
ARKW | 16,774 | +1,100 | $1,273 |
EXXON MOBIL CORP | 12,032 | -565 | $1,203 |
XOM | 12,032 | -565 | $1,203 |
SPDR S&P 500 ETF TR (SPY) | 2,013 | -1,287 | $957 |
SPY | 2,013 | -1,287 | $957 |
NVIDIA CORPORATION | 1,869 | -1,087 | $926 |
NVDA | 1,869 | -1,087 | $926 |
CROWDSTRIKE HLDGS INC | 3,454 | -216 | $882 |
CRWD | 3,454 | -216 | $882 |
GLOBAL X FDS | 45,372 | +16,514 | $880 |
PFFD | 45,372 | +16,514 | $880 |
GLOBAL X FDS | 27,964 | -1,431 | $820 |
BUG | 27,964 | -1,431 | $820 |
PROSHARES TR (SQQQ) | 57,080 | -6,105 | $768 |
SQQQ | 57,080 | -6,105 | $768 |
SHOPIFY INC | $766 | ||
SHOP | 13,530 | -3,705 | $1,054 |
Put | 3,700 | +3,700 | $288 |
BANK MONTREAL MEDIUM | 131,003 | +19,618 | $764 |
FNGD | 131,003 | +19,618 | $764 |
DIREXION SHS ETF TR (HIBS) | 28,033 | +5,546 | $760 |
HIBS | 28,033 | +5,546 | $760 |
VANGUARD WORLD FD (MGK) | 2,721 | -584 | $706 |
MGK | 2,721 | -584 | $706 |
SIMPLIFY EXCHANGE TRADED FUN (AGGH) | 30,803 | +3,166 | $680 |
AGGH | 30,803 | +3,166 | $680 |
ISHARES TR (IVV) | 1,378 | -732 | $658 |
IVV | 1,378 | -732 | $658 |
INVESCO EXCH TRADED FD TR II (SPLV) | 10,431 | -5,561 | $654 |
SPLV | 10,431 | -5,561 | $654 |
PROSHARES TR (NOBL) | 6,593 | -4,803 | $628 |
NOBL | 6,593 | -4,803 | $628 |
PROSHARES TR (QLD) | 7,942 | -5,028 | $604 |
QLD | 7,942 | -5,028 | $604 |
SERVICENOW INC | 835 | -17 | $590 |
NOW | 835 | -17 | $590 |
AXON ENTERPRISE INC | 2,266 | +55 | $585 |
AXON | 2,266 | +55 | $585 |
PIMCO ETF TR (PYLD) | 21,823 | +21,823 | $560 |
PYLD | 21,823 | +21,823 | $560 |
DEVON ENERGY CORP NEW | 12,219 | +3,285 | $554 |
DVN | 12,219 | +3,285 | $554 |
ALPHABET INC | 3,912 | -1,346 | $546 |
GOOGL | 3,912 | -1,346 | $546 |
GLOBAL X FDS | 32,587 | -1,538 | $546 |
RYLD | 32,587 | -1,538 | $546 |
GLOBAL X FDS | 47,095 | +47,095 | $544 |
GNOM | 47,095 | +47,095 | $544 |
OREILLY AUTOMOTIVE INC | 559 | +207 | $531 |
ORLY | 559 | +207 | $531 |
COHEN & STEERS INFRASTRUCTUR | 24,607 | -1,617 | $523 |
UTF | 24,607 | -1,617 | $523 |
TRUIST FINL CORP | 14,024 | UNCH | $518 |
TFC | 14,024 | UNCH | $518 |
SPDR SER TR (SPTS) | 17,196 | +6,658 | $500 |
SPTS | 17,196 | +6,658 | $500 |
See Full List: All Stocks Held By Prosperity Wealth Management Inc.
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Prosperity Wealth Management Inc.
Size ($ in 1000's)
At 12/31/2023: $153,828 At 09/30/2023: $155,328 Prosperity Wealth Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Prosperity Wealth Management Inc. 13F filings. Link to 13F filings: SEC filings |