Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2022 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
PROSHARES TR | 7 | Q2 2024 | 24.2% |
SCHWAB STRATEGIC TR | 7 | Q2 2024 | 8.7% |
VANGUARD INDEX FDS | 7 | Q2 2024 | 14.1% |
SCHWAB STRATEGIC TR | 7 | Q2 2024 | 5.6% |
INVESCO QQQ TR | 7 | Q2 2024 | 12.0% |
MICROSOFT CORP | 7 | Q2 2024 | 4.6% |
APPLE INC | 7 | Q2 2024 | 3.4% |
ISHARES TR | 7 | Q2 2024 | 3.3% |
INVESCO EXCH TRD SLF IDX FD | 7 | Q2 2024 | 2.3% |
AMAZON COM INC | 7 | Q2 2024 | 1.8% |
View Prosperity Wealth Management, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-29 |
13F-HR | 2024-08-14 |
13F-HR | 2024-05-15 |
13F-HR | 2024-01-30 |
13F-HR | 2023-11-07 |
13F-HR | 2023-09-12 |
13F-HR | 2023-09-12 |
13F-HR | 2023-09-12 |
View Prosperity Wealth Management, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.