Prosperity-Wealth-Management

Filing Details

13F-HR2025-03-31
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% identified
145 identified68 unidentified

Holdings

213 positions
Manager:
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Page 8 of 11
Dutch Bros Inc.
Shares:5.0K
Value:$305.6K
DigitalOcean Holdings, Inc.
Shares:9.2K
Value:$305.5K
25460E232
Shares:17.9K
Value:$304.8K
PIMCO Dynamic Income Fund
Shares:15.3K
Value:$303.8K
Okta, Inc.
Shares:2.9K
Value:$303.0K
Kyndryl Holdings, Inc.
Shares:9.7K
Value:$303.0K
BioNTech SE
Shares:3.3K
Value:$300.5K
74347W395
Shares:23.6K
Value:$299.0K
INNODATA INC
Shares:8.3K
Value:$297.1K
GUGGENHEIM STRATEGIC OPPORTUNITIES FUND
Shares:19.0K
Value:$295.9K
33741X102
Shares:8.8K
Value:$294.7K
Alphabet Inc.
Shares:1.9K
Value:$294.6K
72201R882
Shares:4.1K
Value:$293.8K
Toast, Inc.
Shares:8.8K
Value:$290.7K
CENTRUS ENERGY CORP
Shares:4.7K
Value:$289.9K
92203J407
Shares:5.8K
Value:$283.5K
921910840
Shares:2.2K
Value:$282.6K
92204A702
Shares:518
Value:$281.0K
33740F276
Shares:13.7K
Value:$278.9K
ASTRAZENECA PLC
Shares:3.8K
Value:$278.2K