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Prosperity Wealth Management, Inc. Historic Quarter Change: USA Stocks, Reduced

Prosperity Wealth Management, Inc. historic quarter change: USA Stocks, Reduced

In share positions in stocks (listed in the US), over 8 quarters from 2023-12-31 to 2025-12-31, Prosperity Wealth Management, Inc. opened 263 positions, added to 323, reduced 173 and sold out of 213.

  • Q4 2025: Stock PG; Country of operation United States; Class COM; Shares before 13,923.
  • Q4 2025: Stock APP; Country of operation United States; Class COM CL A; Shares before 2,535.
  • Q4 2025: Stock MSFT; Country of operation United States; Class COM; Shares before 17,189.
  • Q4 2025: Stock ANET; Country of operation United States; Class COM SHS; Shares before 22,612.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1991463), 8 quarters: Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-03-27); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-05); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-18); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-07); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2022-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q4 2025PG
PROCTER AND GAMBLE CO
United StatesCOM13,9232,280-11,643$2,139,360$326,705-$1,812,6552026-03-27
Q4 2025APP
APPLOVIN CORP
United StatesCOM CL A2,535325-2,210$1,821,499$218,992-$1,602,5072026-03-27
Q4 2025MSFT
MICROSOFT CORP
United StatesCOM17,18916,476-713$8,903,081$7,968,170-$934,9112026-03-27
Q4 2025ANET
ARISTA NETWORKS INC
United StatesCOM SHS22,61218,744-3,868$3,294,795$2,456,026-$838,7692026-03-27
Q4 2025SHOP
SHOPIFY INC
CL A SUB VTG SHS14,1658,210-5,955$2,105,061$1,321,564-$783,4972026-03-27
Q4 2025UBER
UBER TECHNOLOGIES INC
United StatesCOM26,31026,020-290$2,577,591$2,126,094-$451,4972026-03-27
Q4 2025CRWD
CROWDSTRIKE HLDGS INC
United StatesCL A3,3782,689-689$1,656,504$1,260,496-$396,0082026-03-27
Q4 2025FSK
FS KKR CAP CORP
United StatesCOM47,71128,023-19,688$712,325$415,021-$297,3042026-03-27
Q4 2025OSCR
OSCAR HEALTH INC
United StatesCL A31,26720,691-10,576$591,884$297,330-$294,5542026-03-27
Q4 2025AAPL
APPLE INC
United StatesCOM18,26418,133-131$4,650,814$4,929,746+$278,9322026-03-27
Q4 2025QBTS
D-WAVE QUANTUM INC
United StatesCOM24,03513,485-10,550$593,905$352,633-$241,2722026-03-27
Q4 2025DASH
DOORDASH INC
United StatesCL A4,6844,573-111$1,274,001$1,035,693-$238,3082026-03-27
Q4 2025APLD
APPLIED DIGITAL CORP
United StatesCOM NEW27,00015,600-11,400$619,380$382,512-$236,8682026-03-27
Q4 2025IONQ
IONQ INC
United StatesCOM8,4006,900-1,500$516,600$309,603-$206,9972026-03-27
Q4 2025NVDA
NVIDIA CORPORATION
United StatesCOM41,13540,472-663$7,674,976$7,548,086-$126,8902026-03-27
Q4 2025ORLY
OREILLY AUTOMOTIVE INC
United StatesCOM7,4387,402-36$801,891$675,136-$126,7552026-03-27
Q4 2025RTX
RTX CORPORATION
United StatesCOM3,9143,895-19$654,930$714,343+$59,4132026-03-27
Q4 2025GS
GOLDMAN SACHS GROUP INC
United StatesCOM3,2132,965-248$2,558,673$2,606,235+$47,5622026-03-27
Q4 2025AVGO
BROADCOM INC
United StatesCOM5,2325,118-114$1,726,089$1,771,340+$45,2512026-03-27
Q4 2025XOMXXXX
EXXON MOBIL CORP
COM11,67411,295-379$1,316,315$1,359,231+$42,9162026-03-27
Q4 2025PANW
PALO ALTO NETWORKS INC
United StatesCOM2,0472,033-14$416,810$374,479-$42,3312026-03-27
Q4 2025HD
HOME DEPOT INC
United StatesCOM595590-5$241,342$202,900-$38,4422026-03-27
Q4 2025MU
MICRON TECHNOLOGY INC
United StatesCOM9,6135,538-4,075$1,608,447$1,580,601-$27,8462026-03-27
Q4 2025DIS
DISNEY WALT CO
United StatesCOM2,0041,888-116$229,538$214,763-$14,7752026-03-27
Q4 2025EMR
EMERSON ELEC CO
United StatesCOM6,2746,164-110$823,078$818,064-$5,0142026-03-27

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