Prosperity Wealth Management, Inc. quarter change: USA Stocks, Unchanged
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).
- TFC: Country of operation United States; Class COM; Shares 2025-09-30 14,032; Shares 2025-12-31 14,032.
- MCO: Country of operation United States; Class COM; Shares 2025-09-30 535; Shares 2025-12-31 535.
- O: Country of operation United States; Class COM; Shares 2025-09-30 3,975; Shares 2025-12-31 3,975.
- CW: Country of operation United States; Class COM; Shares 2025-09-30 763; Shares 2025-12-31 763.
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.
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