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 5 of 11
74347G440
Shares:32.7K
Value:$598.4K
46138E354
Shares:7.8K
Value:$583.4K
301505467
Shares:32.5K
Value:$561.9K
78468R663
Shares:5.8K
Value:$536.1K
464289438
Shares:2.5K
Value:$535.6K
74347G135
Shares:10.0K
Value:$521.5K
464287572
Shares:5.4K
Value:$521.2K
82889N723
Shares:24.4K
Value:$515.4K
38747R801
Shares:37.1K
Value:$514.2K
88636J485
Shares:39.4K
Value:$493.8K
25461A460
Shares:12.2K
Value:$484.3K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip74347G440)✕ | 32.7K | QoQ -0.12% (-42) | All Managers (Combined) | $598.4K | |
2.9K | All Managers (Combined) | $592.4K | |||
(cusip46138E354)✕ | 7.8K | All Managers (Combined) | $583.4K | ||
14.0K | All Managers (Combined) | $577.1K | |||
290 | QoQ +9.43% (+25)YoY NEW(+290) | All Managers (Combined) | $565.8K | YoY NEW(+$565.8K) | |
5.3K | All Managers (Combined) | $562.1K | |||
(cusip301505467)✕ | 32.5K | QoQ NEW(+32.5K) YoY NEW(+32.5K) | All Managers (Combined) | $561.9K | QoQ NEW(+$561.9K) YoY NEW(+$561.9K) |
(cusip78468R663)✕ | 5.8K | QoQ -0.84% (-50)YoY -0.76% (-45) | All Managers (Combined) | $536.1K | |
(cusip464289438)✕ | 2.5K | All Managers (Combined) | $535.6K | ||
3.2K | All Managers (Combined) | $534.5K | |||
(cusip74347G135)✕ | 10.0K | QoQ NEW(+10.0K) YoY NEW(+10.0K) | All Managers (Combined) | $521.5K | QoQ NEW(+$521.5K) YoY NEW(+$521.5K) |
(cusip464287572)✕ | 5.4K | QoQ NEW(+5.4K) YoY NEW(+5.4K) | All Managers (Combined) | $521.2K | QoQ NEW(+$521.2K) YoY NEW(+$521.2K) |
(cusip82889N723)✕ | 24.4K | All Managers (Combined) | $515.4K | ||
(cusip38747R801)✕ | 37.1K | QoQ -0.33% (-125)YoY NEW(+37.1K) | All Managers (Combined) | $514.2K | YoY NEW(+$514.2K) |
3.9K | QoQ -0.25% (-10)YoY -0.53% (-21) | All Managers (Combined) | $513.1K | ||
Walmart Inc.(WMTcusip931142103) | 5.7K | QoQ +5.33% (+291)YoY -4.23% (-254) | All Managers (Combined) | $504.4K | |
1.4K | All Managers (Combined) | $503.8K | |||
(cusip88636J485)✕ | 39.4K | YoY NEW(+39.4K) | All Managers (Combined) | $493.8K | YoY NEW(+$493.8K) |
1.0K | QoQ NEW(+1.0K) YoY NEW(+1.0K) | All Managers (Combined) | $489.7K | QoQ NEW(+$489.7K) YoY NEW(+$489.7K) | |
(cusip25461A460)✕ | 12.2K | QoQ NEW(+12.2K) YoY NEW(+12.2K) | All Managers (Combined) | $484.3K | QoQ NEW(+$484.3K) YoY NEW(+$484.3K) |