Prosperity Wealth Management, Inc. quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2025-09-30 to 2025-12-31, Prosperity Wealth Management, Inc. opened 36 positions, added to 52, reduced 34, sold out of 22 and left 6 unchanged. The largest increase in value was SPHY (+$5,298,670); the largest decrease was SPHY (-$5,557,085).
- SPHY: Country of operation —; Class STATE STREET SPD; Shares 2025-09-30 0; Shares 2025-12-31 223,856.
- ARKK: Country of operation —; Class INNOVATION ETF; Shares 2025-09-30 0; Shares 2025-12-31 24,090.
- XLK: Country of operation —; Class STATE STREET TEC; Shares 2025-09-30 0; Shares 2025-12-31 7,031.
- DIREXION SHS ETF TR: Country of operation —; Class DAILY GOOGL BR1X; Shares 2025-09-30 0; Shares 2025-12-31 146,289.
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 |
|---|
SPHY
SPDR SERIES TRUST | | STATE STREET SPD | 0 | 223,856 | +223,856 | $0 | $5,298,670 | +$5,298,670 |
|---|
ARKK
ARK ETF TR | | INNOVATION ETF | 0 | 24,090 | +24,090 | $0 | $1,853,003 | +$1,853,003 |
|---|
XLK
SELECT SECTOR SPDR TR | | STATE STREET TEC | 0 | 7,031 | +7,031 | $0 | $1,012,254 | +$1,012,254 |
|---|
DIREXION SHS ETF TR
CUSIP 25461A601 | | DAILY GOOGL BR1X | 0 | 146,289 | +146,289 | $0 | $991,843 | +$991,843 |
|---|
SPTS
SPDR SERIES TRUST | | STATE STREET SPD | 0 | 32,173 | +32,173 | $0 | $942,039 | +$942,039 |
|---|
PTIR
GRANITESHARES ETF TR | | 2X LONG PLTR | 0 | 23,525 | +23,525 | $0 | $628,823 | +$628,823 |
|---|
DIREXION SHS ETF TR
CUSIP 25461A510 | | DAILY MU BEAR | 0 | 91,388 | +91,388 | $0 | $533,706 | +$533,706 |
|---|
GDLC
GRAYSCALE COINDESK CRYPTO | United States | USD SHS | 0 | 12,900 | +12,900 | $0 | $533,069 | +$533,069 |
|---|
SDOW
PROSHARES TR | | ULTRAPRO SRT DOW | 0 | 15,831 | +15,831 | $0 | $505,811 | +$505,811 |
|---|
SBAR
SIMPLIFY EXCHANGE TRADED FUN | | BARRIER INCOME | 0 | 19,329 | +19,329 | $0 | $505,634 | +$505,634 |
|---|
CRSH
TIDAL TRUST II | | YIELDMAX SHORT T | 0 | 19,325 | +19,325 | $0 | $500,337 | +$500,337 |
|---|
SPBO
SPDR SERIES TRUST | | STATE STREET SPD | 0 | 16,244 | +16,244 | $0 | $476,611 | +$476,611 |
|---|
SH
PROSHARES TR | | SHORT S&P 500 NE | 0 | 12,791 | +12,791 | $0 | $460,860 | +$460,860 |
|---|
AAPB
GRANITESHARES ETF TR | | 2X LONG AAPL DAI | 0 | 13,725 | +13,725 | $0 | $440,089 | +$440,089 |
|---|
AAPD
DIREXION SHS ETF TR | | DLY AAPL BEAR 1X | 0 | 29,110 | +29,110 | $0 | $381,632 | +$381,632 |
|---|
TWM
PROSHARES TR | | ULTRASHORT RUSSE | 0 | 10,971 | +10,971 | $0 | $351,083 | +$351,083 |
|---|
SQQQ
PROSHARES TR | | ULTRAPRO SHORT | 0 | 4,850 | +4,850 | $0 | $332,225 | +$332,225 |
|---|
SPYM
SPDR SERIES TRUST | United States | STATE STREET SPD | 0 | 3,835 | +3,835 | $0 | $307,649 | +$307,649 |
|---|
XLG
INVESCO EXCHANGE TRADED FD T | | S&P 500 TOP 50 | 0 | 4,791 | +4,791 | $0 | $284,010 | +$284,010 |
|---|
TLTW
ISHARES TR | | 20+ YEAR TR BD | 0 | 12,338 | +12,338 | $0 | $279,694 | +$279,694 |
|---|
IGR
CBRE GBL REAL ESTATE INC FD | | COM | 0 | 62,543 | +62,543 | $0 | $273,939 | +$273,939 |
|---|
CGBL
CAPITAL GROUP CORE BALANCED | | SHS | 0 | 7,353 | +7,353 | $0 | $259,781 | +$259,781 |
|---|
KLIP
KRANESHARES TRUST | | KWEB COVERD CALL | 0 | 8,348 | +8,348 | $0 | $250,444 | +$250,444 |
|---|
BITY
AMPLIFY ETF TR | | BITCOIN 2 PERCNT | 0 | 6,271 | +6,271 | $0 | $245,725 | +$245,725 |
|---|
AIRR
FIRST TR EXCHANGE TRADED FD | | RBA INDL ETF | 0 | 2,387 | +2,387 | $0 | $234,690 | +$234,690 |
|---|
XLF
SELECT SECTOR SPDR TR | | STATE STREET FIN | 0 | 4,236 | +4,236 | $0 | $232,031 | +$232,031 |
|---|
XNTK
SPDR SERIES TRUST | | STATE STREET SPD | 0 | 804 | +804 | $0 | $223,414 | +$223,414 |
|---|
VIG
VANGUARD SPECIALIZED FUNDS | | DIV APP ETF | 0 | 1,009 | +1,009 | $0 | $221,864 | +$221,864 |
|---|
SCHV
SCHWAB STRATEGIC TR | | US LCAP VA ETF | 0 | 7,201 | +7,201 | $0 | $213,222 | +$213,222 |
|---|
XHB
SPDR SERIES TRUST | | STATE STREET SPD | 0 | 2,051 | +2,051 | $0 | $211,171 | +$211,171 |
|---|
GRID
FIRST TR EXCHANGE TRADED FD | | NASDQ CLN EDGE | 0 | 1,378 | +1,378 | $0 | $210,862 | +$210,862 |
|---|
XLV
SELECT SECTOR SPDR TR | | STATE STREET HEA | 0 | 1,351 | +1,351 | $0 | $209,141 | +$209,141 |
|---|
BIL
SPDR SERIES TRUST | | STATE STREET SPD | 0 | 2,275 | +2,275 | $0 | $207,890 | +$207,890 |
|---|
RDVY
FIRST TR EXCHANGE TRADED FD | | RISNG DIVD ACHIV | 0 | 2,927 | +2,927 | $0 | $203,339 | +$203,339 |
|---|
PPA
INVESCO EXCHANGE TRADED FD T | | AEROSPACE DEFN | 0 | 1,280 | +1,280 | $0 | $200,526 | +$200,526 |
|---|
GRANITESHARES ETF TR
CUSIP 38747R660 | | 2X LONG SMCI DAI | 0 | 20,800 | +20,800 | $0 | $94,016 | +$94,016 |
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