Prosperity Wealth Management, Inc. quarter change: USA Stocks, New
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).
- MRVL: Country of operation United States; Class COM; Shares 2025-09-30 0; Shares 2025-12-31 11,730.
- COHR: Country of operation United States; Class COM; Shares 2025-09-30 0; Shares 2025-12-31 5,343.
- FIX: Country of operation United States; Class COM; Shares 2025-09-30 0; Shares 2025-12-31 1,025.
- NEE: Country of operation United States; Class COM; Shares 2025-09-30 0; Shares 2025-12-31 11,515.
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 |
|---|
MRVL
MARVELL TECHNOLOGY INC | United States | COM | 0 | 11,730 | +11,730 | $0 | $996,815 | +$996,815 |
|---|
COHR
COHERENT CORP | United States | COM | 0 | 5,343 | +5,343 | $0 | $986,158 | +$986,158 |
|---|
FIX
COMFORT SYS USA INC | United States | COM | 0 | 1,025 | +1,025 | $0 | $956,622 | +$956,622 |
|---|
NEE
NEXTERA ENERGY INC | United States | COM | 0 | 11,515 | +11,515 | $0 | $924,424 | +$924,424 |
|---|
KALU
KAISER ALUMINUM CORP | United States | COM PAR $0.01 | 0 | 7,700 | +7,700 | $0 | $884,422 | +$884,422 |
|---|
GEHC
GE HEALTHCARE TECHNOLOGIES I | United States | COMMON STOCK | 0 | 10,688 | +10,688 | $0 | $876,630 | +$876,630 |
|---|
CRM
SALESFORCE INC | United States | COM | 0 | 3,306 | +3,306 | $0 | $875,792 | +$875,792 |
|---|
MELI
MERCADOLIBRE INC | | COM | 0 | 371 | +371 | $0 | $747,290 | +$747,290 |
|---|
ISRG
INTUITIVE SURGICAL INC | United States | COM NEW | 0 | 1,172 | +1,172 | $0 | $663,774 | +$663,774 |
|---|
LOCO
EL POLLO LOCO HLDGS INC | United States | COM | 0 | 62,700 | +62,700 | $0 | $655,842 | +$655,842 |
|---|
ONON
ON HLDG AG | Switzerland | NAMEN AKT A | 0 | 13,100 | +13,100 | $0 | $608,888 | +$608,888 |
|---|
ILMN
ILLUMINA INC | United States | COM | 0 | 4,520 | +4,520 | $0 | $592,843 | +$592,843 |
|---|
TMDX
TRANSMEDICS GROUP INC | United States | COM | 0 | 4,870 | +4,870 | $0 | $592,436 | +$592,436 |
|---|
AS
AMER SPORTS INC | Cayman Islands | COM SHS | 0 | 15,100 | +15,100 | $0 | $563,985 | +$563,985 |
|---|
FLEX
FLEX LTD | | ORD | 0 | 9,300 | +9,300 | $0 | $561,906 | +$561,906 |
|---|
NET
CLOUDFLARE INC | United States | CL A COM | 0 | 2,845 | +2,845 | $0 | $560,892 | +$560,892 |
|---|
FVRR
FIVERR INTL LTD | Israel | ORD SHS | 0 | 27,700 | +27,700 | $0 | $547,352 | +$547,352 |
|---|
FIVN
FIVE9 INC | United States | COM | 0 | 25,000 | +25,000 | $0 | $501,250 | +$501,250 |
|---|
WFC
WELLS FARGO CO NEW | United States | COM | 0 | 5,284 | +5,284 | $0 | $492,469 | +$492,469 |
|---|
FIGR
FIGURE TECHNOLOGY SOLUTIO | | COM CL A | 0 | 11,910 | +11,910 | $0 | $486,404 | +$486,404 |
|---|
NXPI
NXP SEMICONDUCTORS N V | | COM | 0 | 2,203 | +2,203 | $0 | $478,183 | +$478,183 |
|---|
P
PURE STORAGE INC | United States | CL A | 0 | 7,025 | +7,025 | $0 | $470,745 | +$470,745 |
|---|
GLW
CORNING INC | United States | COM | 0 | 5,336 | +5,336 | $0 | $467,220 | +$467,220 |
|---|
GLTR
ABRDN PRECIOUS METALS BASKET | United States | PHYSCL PRECS MET | 0 | 2,225 | +2,225 | $0 | $457,460 | +$457,460 |
|---|
CCJ
CAMECO CORP | | COM | 0 | 4,860 | +4,860 | $0 | $444,641 | +$444,641 |
|---|
SEZL
SEZZLE INC | United States | COM | 0 | 6,985 | +6,985 | $0 | $443,373 | +$443,373 |
|---|
GTLB
GITLAB INC | United States | CLASS A COM | 0 | 9,500 | +9,500 | $0 | $356,535 | +$356,535 |
|---|
SNOW
SNOWFLAKE INC | United States | COM SHS | 0 | 1,475 | +1,475 | $0 | $323,556 | +$323,556 |
|---|
AUR
AURORA INNOVATION INC | United States | CLASS A COM | 0 | 77,980 | +77,980 | $0 | $299,443 | +$299,443 |
|---|
KHC
KRAFT HEINZ CO | United States | COM | 0 | 11,211 | +11,211 | $0 | $271,867 | +$271,867 |
|---|
LRCX
LAM RESEARCH CORP | United States | COM NEW | 0 | 1,460 | +1,460 | $0 | $249,923 | +$249,923 |
|---|
FMC
FMC CORP | United States | COM NEW | 0 | 17,656 | +17,656 | $0 | $244,889 | +$244,889 |
|---|
MRK
MERCK & CO INC | United States | COM | 0 | 2,175 | +2,175 | $0 | $228,977 | +$228,977 |
|---|
MAR
MARRIOTT INTL INC NEW | United States | CL A | 0 | 700 | +700 | $0 | $217,168 | +$217,168 |
|---|
CRS
CARPENTER TECHNOLOGY CORP | United States | COM | 0 | 681 | +681 | $0 | $214,406 | +$214,406 |
|---|
WEN
WENDYS CO | United States | COM | 0 | 24,875 | +24,875 | $0 | $207,210 | +$207,210 |
|---|
WHR
WHIRLPOOL CORP | United States | COM | 0 | 2,812 | +2,812 | $0 | $202,858 | +$202,858 |
|---|
GLD
SPDR GOLD TR | United States | GOLD SHS | 0 | 505 | +505 | $0 | $200,137 | +$200,137 |
|---|
RZLV
REZOLVE AI PLC | | ORD SHS | 0 | 24,667 | +24,667 | $0 | $63,394 | +$63,394 |
|---|