$106 Million is the total value of Prosperity Wealth Management, Inc.'s 136 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2022 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-09-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| PROSHARES TR | 4 | Q3 2023 | 24.2% |
| SCHWAB STRATEGIC TR | 4 | Q3 2023 | 8.2% |
| MICROSOFT CORP | 4 | Q3 2023 | 4.6% |
| PROSHARES TR | 4 | Q3 2023 | 6.0% |
| SCHWAB STRATEGIC TR | 4 | Q3 2023 | 5.6% |
| APPLE INC | 4 | Q3 2023 | 3.4% |
| ISHARES TR | 4 | Q3 2023 | 3.3% |
| VANGUARD INDEX FDS | 4 | Q3 2023 | 3.6% |
| PROSHARES TR | 4 | Q3 2023 | 7.7% |
| INVESCO EXCH TRADED FD TR II | 4 | Q3 2023 | 4.0% |
View Prosperity Wealth Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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.