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 4 of 11
33740U752
Shares:24.6K
Value:$733.2K
74347R206
Shares:8.2K
Value:$730.3K
46641Q340
Shares:8.0K
Value:$724.5K
33740F755
Shares:22.5K
Value:$669.2K
74348A467
Shares:6.2K
Value:$629.1K
92189F676
Shares:2.9K
Value:$623.5K
590717401
Shares:48.7K
Value:$607.8K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
512 | QoQ -2.66% (-14) | All Managers (Combined) | $733.5K | ||
(cusip33740U752)✕ | 24.6K | All Managers (Combined) | $733.2K | ||
(cusip74347R206)✕ | 8.2K | YoY NEW(+8.2K) | All Managers (Combined) | $730.3K | YoY NEW(+$730.3K) |
(cusip46641Q340)✕ | 8.0K | All Managers (Combined) | $724.5K | ||
16.1K | QoQ NEW(+16.1K) | All Managers (Combined) | $699.9K | QoQ NEW(+$699.9K) | |
1.9K | All Managers (Combined) | $678.0K | |||
6.1K | All Managers (Combined) | $670.6K | |||
Trade Desk, Inc.(TTDcusip88339J105) | 12.2K | All Managers (Combined) | $669.5K | ||
(cusip33740F755)✕ | 22.5K | YoY NEW(+22.5K) | All Managers (Combined) | $669.2K | YoY NEW(+$669.2K) |
4.3K | QoQ +4.23% (+175)YoY NEW(+4.3K) | All Managers (Combined) | $658.2K | YoY NEW(+$658.2K) | |
3.7K | All Managers (Combined) | $651.0K | |||
8.2K | QoQ NEW(+8.2K) YoY NEW(+8.2K) | All Managers (Combined) | $643.1K | QoQ NEW(+$643.1K) YoY NEW(+$643.1K) | |
2.3K | QoQ +2.49% (-56) | All Managers (Combined) | $631.4K | ||
(cusip74348A467)✕ | 6.2K | QoQ -4.64% (-300)YoY -6.04% (-396) | All Managers (Combined) | $629.1K | |
(cusip92189F676)✕ | 2.9K | All Managers (Combined) | $623.5K | ||
29.3K | YoY NEW(+29.3K) | All Managers (Combined) | $613.7K | YoY NEW(+$613.7K) | |
Salesforce, Inc.(CRMcusip79466L302) | 2.3K | YoY NEW(+2.3K) | All Managers (Combined) | $611.3K | YoY NEW(+$611.3K) |
(cusip590717401)✕ | 48.7K | All Managers (Combined) | $607.8K | ||
2.0K | QoQ -2.36% (-48)YoY NEW(+2.0K) | All Managers (Combined) | $606.9K | YoY NEW(+$606.9K) | |
DOCUSIGN, INC.(DOCUcusip256163106) | 7.4K | All Managers (Combined) | $605.2K |