Prosperity-Wealth-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ "AXSM", "TEM", "BROS", "STRL", "BRZE", "INOD", null, "ARM", "VONG", "GOOGL", null, "ASML", "AVGO", "CLS", null, null, "UTF", null, null, "PTY", "PRIM", "POET", "RXRX", "PDI", null, null, null, null, null, null, "NE", null, null, null, "APLD", "HD", null, "AZN", null, null, null, null, "QBTS", null, "NOTE", "OSCR", null, "ISRG", "GOF", "HWM", "EMR", "META", null, "MVIS", null, "IJH", null, null, null, null, "PCN", "LASE", null, null, null, null, null, "MSFT", "DOCS", "GE", null, null, null, "ORLY", "ANET", "DASH", null, null, "IWF", "PANW", "PYPL", "PNC", "IVV", "AAPL", "SPY", "NVDA", "GS", "PLTR", "PG", null, "PSTG", null, null, null, null, null, null, "SCHX", "SHOP", "O", "RTX", null, null, "SPLG", null, "IBM", "TGT", "TFC", "UBER", "SCHW", "NTLA", "BXMX", "ACHR", "PRF", "ADAP", null, null, null, null, null, "TRGP", "TOST", "TSCO", "ANIX", null, "WY", null, "TSM", null, "FSK", "GFF", "VRTX", "MGC", "VRT", "SFM", "AXON", "AMD", "DECK", null, "COYA", "ES", null, null, "DHI", "AMZN", null, null, "CLF", "KD", null, "DKNG", "UPWK", "VGT", "VUG", "VEA", "MGK", "VOOG", "BNDX", "MGV", "VT", "VOO", "VTGN", "V", "VST", "WMT", "WYNN", "OPFI", "SCHD", "SOFI", "SCHG", null, "TTD", "OKTA", "CRM", "RBLX", null, "S", "SEZL", null, "MTUM", null, "MELI", "IRMD", null, "PAYC", "BAC", "BRK-B", "BNTX", "BA", "LEU", "LNG", "CMG", "CEG", "CPNG", "CRWD", "CW", "CYBR", "DAL", "DOCU", "DOCN", "RSP", null, "MCO", "IWB", "QQQ", "GOOG", "XOM", "LLY", "TSLA", "NFLX", "XLK", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-18
- Total Holdings
- 213
- Total Value
- 210163777
- Accession Number
- 0001172661-25-001514
- Form Type
- 13F-HR
- Manager Name
- Prosperity-Wealth-Management
Data Enrichment
68% identified145 identified68 unidentified
Holdings
213 positions
Manager:
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Page 10 of 11
78464A102
Shares:1.2K
Value:$228.3K
464288562
Shares:2.6K
Value:$223.8K
464287523
Shares:1.2K
Value:$221.2K
74933W452
Shares:4.3K
Value:$217.5K
82889N772
Shares:7.1K
Value:$208.9K
92189H607
Shares:764
Value:$200.3K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip78464A102)✕ | 1.2K | QoQ -0.75% (-9)YoY NEW(+1.2K) | All Managers (Combined) | $228.3K | YoY NEW(+$228.3K) |
29.4K | YoY NEW(+29.4K) | All Managers (Combined) | $223.8K | YoY NEW(+$223.8K) | |
(cusip464288562)✕ | 2.6K | QoQ NEW(+2.6K) YoY NEW(+2.6K) | All Managers (Combined) | $223.8K | QoQ NEW(+$223.8K) YoY NEW(+$223.8K) |
(cusip464287523)✕ | 1.2K | QoQ -1.25% (-15)YoY NEW(+1.2K) | All Managers (Combined) | $221.2K | YoY NEW(+$221.2K) |
1.9K | QoQ NEW(+1.9K) YoY NEW(+1.9K) | All Managers (Combined) | $219.0K | QoQ NEW(+$219.0K) YoY NEW(+$219.0K) | |
(cusip74933W452)✕ | 4.3K | QoQ NEW(+4.3K) YoY NEW(+4.3K) | All Managers (Combined) | $217.5K | QoQ NEW(+$217.5K) YoY NEW(+$217.5K) |
HOME DEPOT, INC.(HDcusip437076102) | 590 | QoQ 0.00% (-0)YoY +3.14% (-18) | All Managers (Combined) | $216.1K | |
(cusip82889N772)✕ | 7.1K | QoQ -1.66% (-121)YoY NEW(+7.1K) | All Managers (Combined) | $208.9K | YoY NEW(+$208.9K) |
Tempus AI, Inc.(TEMcusip88023B103) | 4.2K | QoQ NEW(+4.2K) YoY NEW(+4.2K) | All Managers (Combined) | $204.3K | QoQ NEW(+$204.3K) YoY NEW(+$204.3K) |
1.0K | YoY NEW(+1.0K) | All Managers (Combined) | $203.9K | YoY NEW(+$203.9K) | |
Doximity, Inc.(DOCScusip26622P107) | 3.5K | All Managers (Combined) | $202.8K | ||
7.8K | QoQ NEW(+7.8K) | All Managers (Combined) | $200.5K | QoQ NEW(+$200.5K) | |
(cusip92189H607)✕ | 764 | QoQ -9.04% (-76) | All Managers (Combined) | $200.3K | |
Braze, Inc.(BRZEcusip10576N102) | 5.5K | QoQ NEW(+5.5K) YoY NEW(+5.5K) | All Managers (Combined) | $200.1K | QoQ NEW(+$200.1K) YoY NEW(+$200.1K) |
23.9K | YoY NEW(+23.9K) | All Managers (Combined) | $169.6K | YoY NEW(+$169.6K) | |
23.7K | QoQ NEW(+23.7K) YoY NEW(+23.7K) | All Managers (Combined) | $168.5K | QoQ NEW(+$168.5K) YoY NEW(+$168.5K) | |
12.3K | QoQ NEW(+12.3K) YoY NEW(+12.3K) | All Managers (Combined) | $167.7K | QoQ NEW(+$167.7K) YoY NEW(+$167.7K) | |
UPWORK, INC(UPWKcusip91688F104) | 12.8K | QoQ NEW(+12.8K) YoY NEW(+12.8K) | All Managers (Combined) | $166.4K | QoQ NEW(+$166.4K) YoY NEW(+$166.4K) |
203.2K | QoQ NEW(+203.2K) YoY NEW(+203.2K) | All Managers (Combined) | $164.2K | QoQ NEW(+$164.2K) YoY NEW(+$164.2K) | |
132.0K | All Managers (Combined) | $163.7K |