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| Name: |
Prosperity Wealth Management Inc. |
| City: |
San Ramon |
| State: |
CA |
| Zip: |
94583 |
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| Holdings
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36 |
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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 |
|
PG |
Procter & Gamble Co |
13 |
New |
$166.85 |
$2,168,000 |
14,796 |
1.42% |
2,168,000 |
14,796 |
0.001 |
Cleaning Products |
|
|
SCHA |
Schwab Strategic Trust |
16 |
New |
$48.03 |
$1,874,000 |
39,678 |
1.23% |
1,874,000 |
39,678 |
0.003 |
Closed - End Fund - Debt |
|
|
HIGH |
Simplify Enhanced Income Etf |
17 |
New |
$0.00 |
$1,869,000 |
76,081 |
1.22% |
1,869,000 |
76,081 |
0.845 |
N/A |
|
|
CLIP |
Global X 1-3 Month T-bill Etf |
|
New |
$0.00 |
$1,666,000 |
66,596 |
1.09% |
1,666,000 |
66,596 |
0.74 |
N/A |
|
|
PYLD |
Pimco Multisector Bond Acti... |
39 |
New |
$25.50 |
$560,000 |
21,823 |
0.37% |
560,000 |
21,823 |
0.242 |
N/A |
|
|
GNOM |
Global X Genomics & Biotech... |
43 |
New |
$10.42 |
$544,000 |
47,095 |
0.36% |
544,000 |
47,095 |
0.052 |
N/A |
|
|
SOXS |
Direxion Shs Etf Trdaily Se... |
57 |
New |
$3.49 |
$431,000 |
74,088 |
0.28% |
431,000 |
74,088 |
0.082 |
N/A |
|
|
OMFL |
Oppenheimer Russell 1000 Dy... |
58 |
New |
$0.00 |
$430,000 |
8,361 |
0.28% |
430,000 |
8,361 |
0.009 |
N/A |
|
|
DHR |
Danaher Corp |
61 |
New |
$253.38 |
$412,000 |
1,780 |
0.27% |
412,000 |
1,780 |
0 |
General Building Mate... |
|
|
ADBE |
Adobe Systems Inc |
68 |
New |
$482.29 |
$376,000 |
630 |
0.25% |
376,000 |
630 |
0 |
Application Software |
|
|
SMAR |
Smartsheet Inc |
69 |
New |
$40.07 |
$366,000 |
7,650 |
0.24% |
366,000 |
7,650 |
0.006 |
N/A |
|
|
LYV |
Live Nation Inc |
71 |
New |
$97.02 |
$352,000 |
3,760 |
0.23% |
352,000 |
3,760 |
0 |
Business Services |
|
|
BUFQ |
Ft Cboe Vest Fund Of Nasdaq... |
77 |
New |
$0.00 |
$315,000 |
11,650 |
0.21% |
315,000 |
11,650 |
0 |
N/A |
|
|
AVGO |
Broadcom Limited |
81 |
New |
$1,332.80 |
$305,000 |
273 |
0.2% |
305,000 |
273 |
0 |
Semiconductor- Broad... |
|
|
FIIG |
First Trust Intermediate Du... |
82 |
New |
$0.00 |
$294,000 |
14,075 |
0.19% |
294,000 |
14,075 |
0.156 |
N/A |
|
|
INTC |
Intel Corp |
83 |
New |
$29.85 |
$293,000 |
5,823 |
0.19% |
293,000 |
5,823 |
0 |
Semiconductor- Broad... |
|
|
DOCU |
Docusign Inc |
87 |
New |
$58.03 |
$284,000 |
4,785 |
0.19% |
284,000 |
4,785 |
0.003 |
N/A |
|
|
ARM |
Arm Holdings American Depos... |
88 |
New |
$108.84 |
$277,000 |
3,680 |
0.18% |
277,000 |
3,680 |
0 |
N/A |
|
|
FOUR |
Shift4 Payments, Inc. |
93 |
New |
$65.08 |
$262,000 |
3,525 |
0.17% |
262,000 |
3,525 |
0.006 |
N/A |
|
|
FSIG |
First Trust Limited Duratio... |
95 |
New |
$0.00 |
$260,000 |
13,725 |
0.17% |
260,000 |
13,725 |
0.015 |
N/A |
|
|
BUFR |
First Tr Exchng Traded Fd Vi |
96 |
New |
$0.00 |
$258,000 |
9,700 |
0.17% |
258,000 |
9,700 |
0.011 |
N/A |
|
|
FLWS |
1-800-FLOWERS.com |
97 |
New |
$9.25 |
$248,000 |
23,000 |
0.16% |
248,000 |
23,000 |
0.062 |
Internet Software & S... |
|
|
PACB |
Pacific Biosciences Of Cali... |
102 |
New |
$1.77 |
$236,000 |
24,100 |
0.15% |
236,000 |
24,100 |
0.009 |
Biotechnology |
|
|
CRSP |
Crispr Therapeutics Ag |
104 |
New |
$51.17 |
$235,000 |
3,751 |
0.15% |
235,000 |
3,751 |
0 |
N/A |
|
|
PTY |
Pimco Corporate Opportunity... |
105 |
New |
$14.09 |
$233,000 |
17,608 |
0.15% |
233,000 |
17,608 |
0.023 |
Closed - End Fund - Debt |
|
|
UPS |
United Parcel Service Inc |
108 |
New |
$147.37 |
$228,000 |
1,451 |
0.15% |
228,000 |
1,451 |
0.064 |
AirDelivery & Freight... |
|
|
FLEX |
Flextronics International Ltd |
114 |
New |
$28.66 |
$222,000 |
7,300 |
0.15% |
222,000 |
7,300 |
0.002 |
Printed Circuit Boards |
|
|
JPGB |
Jpmorgan Global Bond Opport... |
117 |
New |
$0.00 |
$220,000 |
4,611 |
0.14% |
220,000 |
4,611 |
0 |
N/A |
|
|
SMH |
Vaneck Vectors Semiconducto... |
119 |
New |
$208.63 |
$219,000 |
1,250 |
0.14% |
219,000 |
1,250 |
0.001 |
N/A |
|
|
MCO |
Moodys Corp |
121 |
New |
$400.35 |
$208,000 |
533 |
0.14% |
208,000 |
533 |
0 |
Business Services |
|
|
FLNG |
Flex Lng Ord Shs |
124 |
New |
$0.00 |
$206,000 |
7,072 |
0.13% |
206,000 |
7,072 |
0 |
N/A |
|
|
SCHH |
Schwab Us Reit |
125 |
New |
$19.53 |
$203,000 |
9,800 |
0.13% |
203,000 |
9,800 |
0.001 |
N/A |
|
|
DDD |
3D Systems Corp |
127 |
New |
$3.70 |
$195,000 |
30,630 |
0.13% |
195,000 |
30,630 |
0.025 |
Multimedia & Graphics... |
|
|
LAW |
Cs Disco, Inc. |
129 |
New |
$6.80 |
$160,000 |
21,100 |
0.1% |
160,000 |
21,100 |
0.037 |
N/A |
|
|
NVTA |
Invitae Corp |
130 |
New |
$0.00 |
$144,000 |
229,000 |
0.09% |
144,000 |
229,000 |
0.101 |
N/A |
|
|
OPFI |
OppFi Inc |
131 |
New |
$3.01 |
$136,000 |
26,550 |
0.09% |
136,000 |
26,550 |
0.028 |
N/A |
|
