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

SEC FilingSEC DataHachi Filing

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
CIK: prosperity-wealth-management
Manager Name: Prosperity-Wealth-Management

Data Enrichment

68% identified

145 identified68 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

213 positions • $210,163.777K total value

213 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 7 of 11

Sort by:

316092113

Shares:11.9K

Value:$372.4K

GRIFFON CORP

GFF|398433102

Shares:4.9K

Value:$350.4K

25461A569

Shares:21.9K

Value:$350.2K

78433H634

Shares:8.0K

Value:$349.6K

IRADIMED CORP

IRMD|46266A109

Shares:6.6K

Value:$346.1K

88636J477

Shares:36.0K

Value:$343.1K

808524797

SCHD|808524797

Shares:12.2K

Value:$339.7K

Pure Storage, Inc.

PSTG|74624M102

Shares:7.7K

Value:$339.6K

46641Q852

Shares:6.9K

Value:$332.7K

WEYERHAEUSER CO

WY|962166104

Shares:11.3K

Value:$332.3K

46641Q118

Shares:5.9K

Value:$327.7K

Palo Alto Networks Inc

PANW|697435105

Shares:1.9K

Value:$323.0K

Axsome Therapeutics, Inc.

AXSM|05464T104

Shares:2.8K

Value:$320.7K

TRACTOR SUPPLY CO /DE/

TSCO|892356106

Shares:5.8K

Value:$320.1K

SentinelOne, Inc.

S|81730H109

Shares:17.6K

Value:$320.0K

33739Q804

Shares:12.2K

Value:$318.1K

STERLING INFRASTRUCTURE, INC.

STRL|859241101

Shares:2.8K

Value:$318.1K

OppFi Inc.

OPFI|68386H103

Shares:34.0K

Value:$316.2K

Primoris Services Corp

PRIM|74164F103

Shares:5.5K

Value:$315.8K

CHIPOTLE MEXICAN GRILL INC

CMG|169656105

Shares:6.1K

Value:$306.3K

Instrument	Shares		Other Manager	Value
(cusip316092113)✕	11.9K	QoQ +26.80% (+2.5K) YoY +45.36% (+3.7K)	All Managers (Combined)	$372.4K	QoQ +20.10% (+$62.3K) YoY +53.69% (+$130.1K)
GRIFFON CORP(GFFcusip398433102)	4.9K	QoQ NEW(+4.9K) YoY NEW(+4.9K)	All Managers (Combined)	$350.4K	QoQ NEW(+$350.4K) YoY NEW(+$350.4K)
(cusip25461A569)✕	21.9K	QoQ NEW(+21.9K) YoY NEW(+21.9K)	All Managers (Combined)	$350.2K	QoQ NEW(+$350.2K) YoY NEW(+$350.2K)
(cusip78433H634)✕	8.0K	QoQ NEW(+8.0K) YoY NEW(+8.0K)	All Managers (Combined)	$349.6K	QoQ NEW(+$349.6K) YoY NEW(+$349.6K)
IRADIMED CORP(IRMDcusip46266A109)	6.6K	QoQ NEW(+6.6K) YoY NEW(+6.6K)	All Managers (Combined)	$346.1K	QoQ NEW(+$346.1K) YoY NEW(+$346.1K)
(cusip88636J477)✕	36.0K	QoQ NEW(+36.0K) YoY NEW(+36.0K)	All Managers (Combined)	$343.1K	QoQ NEW(+$343.1K) YoY NEW(+$343.1K)
(SCHDcusip808524797)	12.2K	QoQ -45.26% (-10.0K) YoY +97.09% (-6.0K)	All Managers (Combined)	$339.7K	QoQ -43.98% (-$266.7K) YoY -31.65% (-$157.4K)
Pure Storage, Inc.(PSTGcusip74624M102)	7.7K	QoQ -1.60% (-125) YoY NEW(+7.7K)	All Managers (Combined)	$339.6K	QoQ -29.08% (-$139.3K) YoY NEW(+$339.6K)
(cusip46641Q852)✕	6.9K	QoQ -12.86% (-1.0K) YoY +28.95% (+1.6K)	All Managers (Combined)	$332.7K	QoQ -11.70% (-$44.1K) YoY +29.69% (+$76.2K)
WEYERHAEUSER CO(WYcusip962166104)	11.3K	QoQ NEW(+11.3K) YoY NEW(+11.3K)	All Managers (Combined)	$332.3K	QoQ NEW(+$332.3K) YoY NEW(+$332.3K)
(cusip46641Q118)✕	5.9K	QoQ +45.76% (+1.8K) YoY NEW(+5.9K)	All Managers (Combined)	$327.7K	QoQ +34.94% (+$84.9K) YoY NEW(+$327.7K)
Palo Alto Networks Inc(PANWcusip697435105)	1.9K	QoQ -55.45% (-2.4K) YoY -21.41% (-516)	All Managers (Combined)	$323.0K	QoQ -58.22% (-$450.3K) YoY -52.80% (-$361.4K)
Axsome Therapeutics, Inc.(AXSMcusip05464T104)	2.8K	QoQ NEW(+2.8K) YoY NEW(+2.8K)	All Managers (Combined)	$320.7K	QoQ NEW(+$320.7K) YoY NEW(+$320.7K)
TRACTOR SUPPLY CO /DE/(TSCOcusip892356106)	5.8K	QoQ NEW(+5.8K) YoY NEW(+5.8K)	All Managers (Combined)	$320.1K	QoQ NEW(+$320.1K) YoY NEW(+$320.1K)
SentinelOne, Inc.(Scusip81730H109)	17.6K	QoQ +506.89% (+14.7K) YoY NEW(+17.6K)	All Managers (Combined)	$320.0K	QoQ +396.99% (+$255.6K) YoY NEW(+$320.0K)
(cusip33739Q804)✕	12.2K	QoQ -10.28% (-1.4K) YoY NEW(+12.2K)	All Managers (Combined)	$318.1K	QoQ -4.64% (-$15.5K) YoY NEW(+$318.1K)
STERLING INFRASTRUCTURE, INC.(STRLcusip859241101)	2.8K	QoQ NEW(+2.8K) YoY NEW(+2.8K)	All Managers (Combined)	$318.1K	QoQ NEW(+$318.1K) YoY NEW(+$318.1K)
OppFi Inc.(OPFIcusip68386H103)	34.0K	QoQ NEW(+34.0K) YoY NEW(+34.0K)	All Managers (Combined)	$316.2K	QoQ NEW(+$316.2K) YoY NEW(+$316.2K)
Primoris Services Corp(PRIMcusip74164F103)	5.5K	QoQ NEW(+5.5K) YoY NEW(+5.5K)	All Managers (Combined)	$315.8K	QoQ NEW(+$315.8K) YoY NEW(+$315.8K)
CHIPOTLE MEXICAN GRILL INC(CMGcusip169656105)	6.1K	QoQ NEW(+6.1K) YoY +5250.87% (-6.0K)	All Managers (Combined)	$306.3K	QoQ NEW(+$306.3K) YoY -7.57% (-$25.1K)