Prosperity Wealth Management, Inc. quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2025-09-30 to 2025-12-31, Prosperity Wealth Management, Inc. opened 39 positions, added to 50, reduced 25, sold out of 42 and left 4 unchanged. The largest increase in value was LLY (+$1,688,325); the largest decrease was PG (-$1,812,655).
- LLY: Country of operation United States; Class COM; Shares 2025-09-30 2,455; Shares 2025-12-31 3,314.
- GOOGL: Country of operation United States; Class CAP STK CL A; Shares 2025-09-30 10,936; Shares 2025-12-31 11,965.
- AMZN: Country of operation United States; Class COM; Shares 2025-09-30 23,446; Shares 2025-12-31 24,995.
- WMT: Country of operation United States; Class COM; Shares 2025-09-30 5,734; Shares 2025-12-31 10,782.
Two Form 13F-HR filings compared (SEC CIK 1991463): 2025-09-30 (filed 2025-11-14) and 2025-12-31 (filed 2026-03-27). 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; share change is the position change.
| Stock | Country of operation | Class | Shares 2025-09-30 | Shares 2025-12-31 | Share change | Value 2025-09-30 | Value 2025-12-31 | Value change |
|---|
LLY
ELI LILLY & CO | United States | COM | 2,455 | 3,314 | +859 | $1,873,165 | $3,561,490 | +$1,688,325 |
|---|
GOOGL
ALPHABET INC | United States | CAP STK CL A | 10,936 | 11,965 | +1,029 | $2,658,697 | $3,744,896 | +$1,086,199 |
|---|
AMZN
AMAZON COM INC | United States | COM | 23,446 | 24,995 | +1,549 | $5,148,038 | $5,769,346 | +$621,308 |
|---|
WMT
WALMART INC | United States | COM | 5,734 | 10,782 | +5,048 | $590,990 | $1,201,270 | +$610,280 |
|---|
AJG
GALLAGHER ARTHUR J & CO | United States | COM | 1,163 | 3,687 | +2,524 | $360,228 | $954,159 | +$593,931 |
|---|
ASML
ASML HOLDING N V | | N Y REGISTRY SHS | 1,234 | 1,609 | +375 | $1,194,623 | $1,721,405 | +$526,782 |
|---|
TRGP
TARGA RES CORP | United States | COM | 10,860 | 11,912 | +1,052 | $1,819,484 | $2,197,764 | +$378,280 |
|---|
MDB
MONGODB INC | United States | CL A | 2,250 | 2,555 | +305 | $698,355 | $1,072,308 | +$373,953 |
|---|
IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 4,034 | 4,927 | +893 | $1,138,233 | $1,459,427 | +$321,194 |
|---|
RKLB
ROCKET LAB CORP | United States | COM | 13,462 | 13,472 | +10 | $644,964 | $939,807 | +$294,843 |
|---|
INOD
INNODATA INC | United States | COM NEW | 10,500 | 10,825 | +325 | $809,235 | $551,534 | -$257,701 |
|---|
GOOG
ALPHABET INC | United States | CAP STK CL C | 2,089 | 2,323 | +234 | $508,776 | $728,957 | +$220,181 |
|---|
GEV
GE VERNOVA INC | United States | COM | 478 | 780 | +302 | $293,922 | $509,785 | +$215,863 |
|---|
VRT
VERTIV HOLDINGS CO | United States | COM CL A | 9,024 | 9,560 | +536 | $1,361,361 | $1,548,816 | +$187,455 |
|---|
CLS
CELESTICA INC | | COM | 3,411 | 3,471 | +60 | $840,402 | $1,026,062 | +$185,660 |
|---|
DECK
DECKERS OUTDOOR CORP | United States | COM | 7,683 | 9,254 | +1,571 | $778,826 | $959,362 | +$180,536 |
|---|
BROS
DUTCH BROS INC | United States | CL A | 6,550 | 8,350 | +1,800 | $342,827 | $511,187 | +$168,360 |
|---|
KARO
KAROOOOO LTD | | ORD SHS | 7,815 | 13,000 | +5,185 | $446,393 | $591,500 | +$145,107 |
|---|
NFLX
NETFLIX INC | United States | COM | 882 | 9,735 | +8,853 | $1,057,447 | $912,754 | -$144,693 |
|---|
HOOD
ROBINHOOD MKTS INC | United States | COM CL A | 5,640 | 5,895 | +255 | $807,535 | $666,725 | -$140,810 |
|---|
TSLA
TESLA INC | United States | COM | 4,289 | 4,543 | +254 | $1,907,534 | $2,043,210 | +$135,676 |
|---|
META
META PLATFORMS INC | United States | CL A | 3,986 | 4,249 | +263 | $2,927,239 | $2,804,722 | -$122,517 |
|---|
AMD
ADVANCED MICRO DEVICES INC | United States | COM | 1,607 | 1,741 | +134 | $259,997 | $372,853 | +$112,856 |
|---|
NLY
ANNALY CAPITAL MANAGEMENT IN | United States | COM NEW | 14,359 | 17,760 | +3,401 | $290,195 | $397,114 | +$106,919 |
|---|
NOW
SERVICENOW INC | United States | COM | 688 | 3,465 | +2,777 | $633,153 | $530,803 | -$102,350 |
|---|
DKNG
DRAFTKINGS INC NEW | United States | COM CL A | 68,997 | 71,954 | +2,957 | $2,580,488 | $2,479,535 | -$100,953 |
|---|
PATH
UIPATH INC | United States | CL A | 23,900 | 25,600 | +1,700 | $319,782 | $419,584 | +$99,802 |
|---|
PLTR
PALANTIR TECHNOLOGIES INC | United States | CL A | 26,291 | 27,530 | +1,239 | $4,796,004 | $4,893,458 | +$97,454 |
|---|
SCHW
SCHWAB CHARLES CORP | United States | COM | 6,659 | 7,275 | +616 | $635,735 | $726,845 | +$91,110 |
|---|
GE
GE AEROSPACE | United States | COM NEW | 5,125 | 5,295 | +170 | $1,541,815 | $1,631,138 | +$89,323 |
|---|
ALAB
ASTERA LABS INC | United States | COM | 4,300 | 4,530 | +230 | $841,940 | $753,611 | -$88,329 |
|---|
CEG
CONSTELLATION ENERGY CORP | United States | COM | 3,032 | 3,046 | +14 | $997,763 | $1,075,931 | +$78,168 |
|---|
ALLT
ALLOT LTD | | SHS | 26,400 | 36,300 | +9,900 | $279,312 | $356,829 | +$77,517 |
|---|
DOCU
DOCUSIGN INC | United States | COM | 5,420 | 6,835 | +1,415 | $390,728 | $467,514 | +$76,786 |
|---|
WYNN
WYNN RESORTS LTD | United States | COM | 13,127 | 14,630 | +1,503 | $1,683,800 | $1,760,428 | +$76,628 |
|---|
TOST
TOAST INC | United States | CL A | 12,000 | 14,200 | +2,200 | $438,120 | $504,242 | +$66,122 |
|---|
STRL
STERLING INFRASTRUCTURE INC | United States | COM | 2,755 | 2,855 | +100 | $935,818 | $874,287 | -$61,531 |
|---|
BXMX
NUVEEN S&P 500 BUY-WRITE INC | United States | COM | 125,508 | 126,381 | +873 | $1,812,336 | $1,857,796 | +$45,460 |
|---|
AXON
AXON ENTERPRISE INC | United States | COM | 1,082 | 1,447 | +365 | $776,486 | $821,795 | +$45,309 |
|---|
PNC
PNC FINL SVCS GROUP INC | United States | COM | 4,840 | 4,860 | +20 | $972,615 | $1,014,347 | +$41,732 |
|---|
VG
VENTURE GLOBAL INC | United States | COM CL A | 13,329 | 22,297 | +8,968 | $189,139 | $152,066 | -$37,073 |
|---|
JNJ
JOHNSON & JOHNSON | United States | COM | 1,144 | 1,193 | +49 | $212,179 | $246,956 | +$34,777 |
|---|
BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 811 | 867 | +56 | $407,722 | $435,798 | +$28,076 |
|---|
ES
EVERSOURCE ENERGY | United States | COM | 7,361 | 7,379 | +18 | $523,678 | $496,860 | -$26,818 |
|---|
JPM
JPMORGAN CHASE & CO. | United States | COM | 3,261 | 3,271 | +10 | $1,028,908 | $1,053,957 | +$25,049 |
|---|
SOFI
SOFI TECHNOLOGIES INC | United States | COM | 19,095 | 19,900 | +805 | $504,490 | $520,982 | +$16,492 |
|---|
V
VISA INC | United States | COM CL A | 708 | 713 | +5 | $241,697 | $250,056 | +$8,359 |
|---|
ABBV
ABBVIE INC | United States | COM | 977 | 983 | +6 | $226,215 | $224,606 | -$1,609 |
|---|
BA
BOEING CO | United States | COM | 1,078 | 1,079 | +1 | $232,665 | $234,272 | +$1,607 |
|---|
VST
VISTRA CORP | United States | COM | 6,664 | 8,096 | +1,432 | $1,305,611 | $1,306,128 | +$517 |
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