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 6 of 11
38747R827
Shares:12.2K
Value:$457.2K
37954Y673
Shares:11.6K
Value:$438.0K
00888H729
Shares:14.4K
Value:$436.5K
33739Q705
Shares:8.3K
Value:$419.4K
37960A529
Shares:8.5K
Value:$394.2K
464288687
Shares:12.2K
Value:$376.2K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
2.1K | YoY NEW(+2.1K) | All Managers (Combined) | $483.9K | YoY NEW(+$483.9K) | |
1.4K | YoY -5.72% (-85) | All Managers (Combined) | $473.2K | ||
(cusip38747R827)✕ | 12.2K | YoY NEW(+12.2K) | All Managers (Combined) | $457.2K | YoY NEW(+$457.2K) |
867 | QoQ +6.11% (-50)YoY NEW(+867) | All Managers (Combined) | $456.0K | YoY NEW(+$456.0K) | |
6.9K | YoY NEW(+6.9K) | All Managers (Combined) | $450.7K | YoY NEW(+$450.7K) | |
EVERSOURCE ENERGY(EScusip30040W108) | 7.2K | QoQ +5.79% (+397)YoY +8.63% (+576) | All Managers (Combined) | $450.1K | |
Broadcom Inc.(AVGOcusip11135F101) | 2.7K | QoQ +5.42% (-138)YoY NEW(+2.7K) | All Managers (Combined) | $449.0K | YoY NEW(+$449.0K) |
(cusip37954Y673)✕ | 11.6K | All Managers (Combined) | $438.0K | ||
(cusip00888H729)✕ | 14.4K | All Managers (Combined) | $436.5K | ||
791 | QoQ 0.00% (+0)YoY -2.10% (-17) | All Managers (Combined) | $421.3K | ||
1.7K | QoQ +0.89% (+15) | All Managers (Combined) | $420.2K | ||
(cusip33739Q705)✕ | 8.3K | QoQ -1.16% (-98)YoY NEW(+8.3K) | All Managers (Combined) | $419.4K | YoY NEW(+$419.4K) |
3.1K | QoQ NEW(+3.1K) YoY NEW(+3.1K) | All Managers (Combined) | $402.2K | QoQ NEW(+$402.2K) YoY NEW(+$402.2K) | |
1.8K | YoY NEW(+1.8K) | All Managers (Combined) | $399.8K | YoY NEW(+$399.8K) | |
(cusip37960A529)✕ | 8.5K | YoY NEW(+8.5K) | All Managers (Combined) | $394.2K | YoY NEW(+$394.2K) |
Noble Corp plc(NEcusipG65431127) | 16.6K | YoY NEW(+16.6K) | All Managers (Combined) | $392.3K | YoY NEW(+$392.3K) |
2.3K | QoQ -3.25% (-76)YoY NEW(+2.3K) | All Managers (Combined) | $385.1K | YoY NEW(+$385.1K) | |
7.5K | YoY NEW(+7.5K) | All Managers (Combined) | $380.8K | YoY NEW(+$380.8K) | |
(cusip464288687)✕ | 12.2K | QoQ -2.14% (-268)YoY NEW(+12.2K) | All Managers (Combined) | $376.2K | YoY NEW(+$376.2K) |
Roblox Corp(RBLXcusip771049103) | 6.4K | QoQ 0.00% (+0)YoY NEW(+6.4K) | All Managers (Combined) | $373.3K | YoY NEW(+$373.3K) |