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 3 of 11
46641Q332
Shares:17.1K
Value:$978.1K
464288513
Shares:12.1K
Value:$953.6K
72201R585
Shares:35.4K
Value:$933.6K
78468R101
Shares:31.8K
Value:$929.1K
389637109
Shares:13.9K
Value:$906.6K
82889N863
Shares:46.6K
Value:$846.4K
82889N376
Shares:15.4K
Value:$823.0K
88636J451
Shares:45.8K
Value:$811.0K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
23.9K | QoQ NEW(+23.9K) YoY NEW(+23.9K) | All Managers (Combined) | $998.3K | QoQ NEW(+$998.3K) YoY NEW(+$998.3K) | |
(cusip46641Q332)✕ | 17.1K | All Managers (Combined) | $978.1K | ||
8.6K | All Managers (Combined) | $956.9K | |||
(cusip464288513)✕ | 12.1K | All Managers (Combined) | $953.6K | ||
Vistra Corp.(VSTcusip92840M102) | 8.0K | YoY NEW(+8.0K) | All Managers (Combined) | $941.8K | YoY NEW(+$941.8K) |
(cusip72201R585)✕ | 35.4K | All Managers (Combined) | $933.6K | ||
(cusip78468R101)✕ | 31.8K | All Managers (Combined) | $929.1K | ||
5.3K | All Managers (Combined) | $921.4K | |||
(cusip389637109)✕ | 13.9K | YoY NEW(+13.9K) | All Managers (Combined) | $906.6K | YoY NEW(+$906.6K) |
2.4K | QoQ 0.00% (-0) | All Managers (Combined) | $870.9K | ||
4.3K | YoY NEW(+4.3K) | All Managers (Combined) | $866.9K | YoY NEW(+$866.9K) | |
DoorDash, Inc.(DASHcusip25809K105) | 4.7K | All Managers (Combined) | $854.6K | ||
(cusip82889N863)✕ | 46.6K | YoY NEW(+46.6K) | All Managers (Combined) | $846.4K | YoY NEW(+$846.4K) |
3.4K | QoQ 0.00% (+0)YoY +1.09% (+37) | All Managers (Combined) | $840.1K | ||
(cusip82889N376)✕ | 15.4K | QoQ NEW(+15.4K) YoY NEW(+15.4K) | All Managers (Combined) | $823.0K | QoQ NEW(+$823.0K) YoY NEW(+$823.0K) |
(cusip88636J451)✕ | 45.8K | YoY NEW(+45.8K) | All Managers (Combined) | $811.0K | YoY NEW(+$811.0K) |
Tesla, Inc.(TSLAcusip88160R101) | 3.1K | All Managers (Combined) | $792.3K | ||
1.6K | QoQ -7.40% (-125)YoY NEW(+1.6K) | All Managers (Combined) | $774.6K | YoY NEW(+$774.6K) | |
10.6K | All Managers (Combined) | $764.1K | |||
1.3K | All Managers (Combined) | $734.5K |