Prosperity Wealth Management, Inc. quarter change: USA Stocks, Reduced
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).
- PG: Country of operation United States; Class COM; Shares 2025-09-30 13,923; Shares 2025-12-31 2,280.
- APP: Country of operation United States; Class COM CL A; Shares 2025-09-30 2,535; Shares 2025-12-31 325.
- MSFT: Country of operation United States; Class COM; Shares 2025-09-30 17,189; Shares 2025-12-31 16,476.
- ANET: Country of operation United States; Class COM SHS; Shares 2025-09-30 22,612; Shares 2025-12-31 18,744.
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.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Aspect Management, LLC | United States | $0.300B | 1 |
| Wellington Grp LLC | United States | $0.300B | 397 |
| Ketron Financial | United States | $0.300B | 56 |
| OneAscent Wealth Management LLC | United States | $0.300B | 170 |
| Hi-Line Capital Management, LLC | United States | $0.300B | 37 |
| Vert Asset Management LLC | United States | $0.301B | 46 |
| Tulsa Wealth Advisors, INC | United States | $0.301B | 110 |
| Buttonwood Financial Advisors Inc. | United States | $0.300B | 104 |
| Ravenswood Partners LP | United States | $0.300B | 34 |
| Front Row Advisors LLC | United States | $0.300B | 565 |