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  Name: Prosperity Wealth Management Inc.
  City: San Ramon
  State: CA
  Zip: 94583
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $211,074,000
  Total Value Change : $58,274,000
  Securities Held Change : 14
   
All Securities Held : 151
  New Positions : 42
  Closed Positions : 42
  Increased Positions : 79
  Unchanged Positions : 6
  Decreased Positions : 24

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Holdings Found : 42     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (CELH)1 Year Chart         CELH Celsius Holdings Inc 17 New $93.49 $1,994,000 24,048 0.94% 1,994,000 24,048 0.01    Beverage Soft Drinks...
   (SDS)1 Year Chart         SDS ProShares UltraShort S&P500 25 New $7.17 $1,489,000 59,882 0.71% 1,489,000 59,882 0.094    N/A
   (BITO)1 Year Chart         BITO Proshares Bitcoin Strategy Etf 34 New $0.00 $1,129,000 34,950 0.53% 1,129,000 34,950 0.082    N/A
   (NVO)1 Year Chart         NVO Novo Nordisk A/S (ADR) 42 New $134.03 $829,000 6,454 0.39% 829,000 6,454 0    Drug Manufacturers - ...
   (ELF)1 Year Chart         ELF E L F Beauty Inc 45 New $155.63 $774,000 3,950 0.37% 774,000 3,950 0.007    N/A
   (SMCI)1 Year Chart         SMCI Super Micro Computer Inc 46 New $873.27 $772,000 764 0.37% 772,000 764 0.001    Networking & Communic...
   (DECK)1 Year Chart         DECK Deckers Outdoor Corp 48 New $892.94 $734,000 780 0.35% 734,000 780 0.003    Textile - Apparel Foo...
   (ACGL)1 Year Chart         ACGL Arch Capital Group Ltd 49 New $102.70 $729,000 7,890 0.35% 729,000 7,890 0.002    Property & Casualty I...
   (VXX)1 Year Chart         VXX Ipath Series B S&p 500 Vix ... 54 New $0.00 $635,000 48,945 0.3% 635,000 48,945 0.068    N/A
   (AJG)1 Year Chart         AJG Arthur J Gallagher & Co 60 New $257.65 $583,000 2,331 0.28% 583,000 2,331 0.001    Insurance Brokers
   (HYG)1 Year Chart         HYG iShares iBoxx $ High Yield ... 62 New $77.09 $556,000 7,154 0.26% 556,000 7,154 0    Closed - End Fund - E...
   (NICE)1 Year Chart         NICE NICE Systems Ltd (ADR) 68 New $196.58 $525,000 2,015 0.25% 525,000 2,015 0.003    Computer Peripherals
   (BBMC)1 Year Chart         BBMC Jpmorgan Betabuilders Us Mi... 76 New $0.00 $489,000 5,286 0.23% 489,000 5,286 0    N/A
   (NXT)1 Year Chart         NXT Nextracker Inc. 84 New $53.44 $456,000 8,100 0.22% 456,000 8,100 0.006    N/A
   (CYBR)1 Year Chart         CYBR Cyber-Ark Software Ltd 90 New $244.52 $394,000 1,485 0.19% 394,000 1,485 0.004    N/A
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 91 New $344.20 $390,000 1,158 0.18% 390,000 1,158 0    Closed - End Fund - E...
   (MU)1 Year Chart         MU Micron Technology Inc 99 New $126.28 $360,000 3,050 0.17% 360,000 3,050 0    Semiconductor - Memor...
   (CMG)1 Year Chart         CMG Chipotle Mexican Grill Inc 105 New $3,153.38 $331,000 114 0.16% 331,000 114 0    Restaurants
   (TTD)1 Year Chart         TTD Trade Desk, Inc. 109 New $95.32 $314,000 3,590 0.15% 314,000 3,590 0.001    N/A
   (DASH)1 Year Chart         DASH Doordash Inc 112 New $111.63 $290,000 2,108 0.14% 290,000 2,108 0.001    N/A
   (TSM)1 Year Chart         TSM Taiwan Semiconductor Mfg. C... 113 New $156.15 $286,000 2,105 0.14% 286,000 2,105 0    Semiconductor - Integ...
   (FTSM)1 Year Chart         FTSM First Trust Enhanced Short ... 114 New $59.76 $275,000 4,611 0.13% 275,000 4,611 0.001    N/A
   (FVD)1 Year Chart         FVD First Trust Value Line Divi... 120 New $42.21 $256,000 6,053 0.12% 256,000 6,053 0.003    Closed - End Fund - Debt
   (TXT)1 Year Chart         TXT Textron Inc 121 New $89.08 $256,000 2,670 0.12% 256,000 2,670 0    Conglomerates
   (DOCS)1 Year Chart         DOCS Doximity, Inc. 122 New $28.03 $253,000 9,400 0.12% 253,000 9,400 0.009    N/A
   (VRT)1 Year Chart         VRT Vertiv Holdings Co 123 New $100.13 $248,000 3,039 0.12% 248,000 3,039 0.001    N/A
   (IWY)1 Year Chart         IWY iShares Trust 124 New $200.71 $247,000 1,266 0.12% 247,000 1,266 0.001    N/A
   (FELC)1 Year Chart         FELC Fidelity Enhanced Large Cap... 125 New $0.00 $242,000 8,214 0.11% 242,000 8,214 0.103    N/A
   (JNUG)1 Year Chart         JNUG Direxion Daily Junior Gold ... 127 New $11.77 $241,000 7,231 0.11% 241,000 7,231 0.124    N/A
   (DFH)1 Year Chart         DFH Dream Finders Homes, Inc. 128 New $0.00 $236,000 5,400 0.11% 236,000 5,400 0.017    N/A
   (ELR)1 Year Chart         ELR streetTRACKS Series Trust -... 130 New $62.32 $234,000 3,808 0.11% 234,000 3,808 0    Closed - End Fund - E...
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 131 New $153.50 $231,000 1,457 0.11% 231,000 1,457 0    Drug Manufacturers - ...
   (NET)1 Year Chart         NET Cloudflare, Inc. 132 New $0.00 $230,000 2,380 0.11% 230,000 2,380 0.001    N/A
   (CVX)1 Year Chart         CVX Chevron Corp 134 New $157.57 $224,000 1,423 0.11% 224,000 1,423 0    Integrated Oil & Gas
   (HD)1 Year Chart         HD Home Depot Inc 136 New $330.59 $220,000 572 0.1% 220,000 572 0    Home Improvement Stores
   (MGV)1 Year Chart         MGV Vanguard Mega Cap 300 Value... 139 New $116.05 $216,000 1,807 0.1% 216,000 1,807 0    Closed - End Fund - E...
   (DOCN)1 Year Chart         DOCN Digitalocean Holdings, Inc. 138 New $0.00 $216,000 5,660 0.1% 216,000 5,660 0.007    N/A
   (EQT)1 Year Chart         EQT EQT Corp 141 New $40.09 $212,000 5,718 0.1% 212,000 5,718 0    Gas Utilities
   (SDVY)1 Year Chart         SDVY First Trust Smid Cap Rising... 140 New $0.00 $212,000 6,085 0.1% 212,000 6,085 0.008    N/A
   (VZ)1 Year Chart         VZ Verizon Communications Inc 145 New $39.79 $204,000 4,852 0.1% 204,000 4,852 0    Telecom Services - Do...
   (CLSK)1 Year Chart         CLSK Cleanspark Ord Shs 146 New $18.44 $201,000 9,500 0.1% 201,000 9,500 0.005    N/A
   (MGRM)1 Year Chart         MGRM Monogram Orthopaedics Inc 149 New $2.00 $84,000 34,400 0.04% 84,000 34,400 0.118    N/A

      42 Records Found
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