Prosperity Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
LRGG
Nomura Focused Large Growth ETF
LRGG
|
+$3.36M |
| 2 |
ProShares UltraPro S&P 500
UPRO
|
+$2.74M |
| 3 |
iShares Russell Mid-Cap Growth ETF
IWP
|
+$2.65M |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$2M |
| 5 |
ProShares Ultra QQQ
QLD
|
+$1.69M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$1.23M |
| 2 |
Day Hagan/Ned Davis Research Smart Sector ETF
SSUS
|
+$1.17M |
| 3 |
Invesco FTSE RAFI US 1000 ETF
PRF
|
+$999K |
| 4 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$982K |
| 5 |
Simplify Volatility Premium ETF
SVOL
|
+$846K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 18.34% |
| 2 | Consumer Discretionary | 6.07% |
| 3 | Financials | 4.07% |
| 4 | Communication Services | 3.1% |
| 5 | Industrials | 2.98% |
Similar funds
Prosperity Wealth Management's Q2 2025 Portfolio in Review
As of Q2 2025, Prosperity Wealth Management held 289 positions worth $270M, up 27% from $213M the previous quarter. Its ten largest holdings account for 38% of the portfolio.
Prosperity Wealth Management deployed $21.6M of net new capital in Q2 2025, opening 72 new positions and adding to 86 existing holdings. Its largest new stake was Nomura Focused Large Growth ETF: 125,358 shares worth $3.6M.
By sector, the portfolio is most concentrated in Technology at 18% of assets, up from 15% a quarter earlier, followed by Consumer Discretionary and Financials.
On the sell side, the largest reduction was iShares Core S&P Mid-Cap ETF, an estimated $1.23M trimmed.
- Prosperity Wealth Management's largest Q2 2025 buy was Nomura Focused Large Growth ETF: 125,358 shares worth $3.6M.
- Prosperity Wealth Management added most to Schwab US Large-Cap Growth ETF in Q2 2025, an estimated $2M increase.
- Prosperity Wealth Management's biggest Q2 2025 reduction was iShares Core S&P Mid-Cap ETF, cutting an estimated $1.23M.
- Prosperity Wealth Management fully exited Day Hagan/Ned Davis Research Smart Sector ETF in Q2 2025, selling an estimated $1.17M.
- Prosperity Wealth Management's ten largest holdings make up 38% of its $270M portfolio in Q2 2025.
- Prosperity Wealth Management opened 72 new positions and closed 54 in Q2 2025.
- Prosperity Wealth Management's portfolio value rose 27% quarter-over-quarter to $270M.
Based on Prosperity Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.