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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 : 2023-12-31
  Total Value : $152,800,000
  Total Value Change : $-1,613,000
  Securities Held Change : 3
   
All Securities Held : 137
  New Positions : 36
  Closed Positions : 42
  Increased Positions : 37
  Unchanged Positions : 9
  Decreased Positions : 55

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Holdings Found : 9     View All Holdings Currently Viewing:  Unchanged 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
   (WYNN)1 Year Chart         WYNN Wynn Resorts Ltd 14 - $96.39 $1,942,000 21,315 1.27% -28,000 0 0.02    Gambling/Resorts
   (BBT)1 Year Chart         BBT Truist Financial Corp 46 - $35.64 $518,000 14,024 0.34% 117,000 0 0.001    Domestic Regional Banks
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 60 - $258.05 $423,000 1,783 0.28% 44,000 0 0    Closed - End Fund - E...
   (DDOG)1 Year Chart         DDOG Datadog, Inc. 89 - $0.00 $275,000 2,265 0.18% 69,000 0 0.001    N/A
   (LLY)1 Year Chart         LLY Eli Lilly & Co 94 - $760.00 $262,000 450 0.17% 20,000 0 0    Drug Manufacturers - ...
   (GMT)1 Year Chart         GMT GATX Corp 100 - $132.70 $241,000 2,001 0.16% 23,000 0 0    Rental & Leasing Serv...
   (O)1 Year Chart         O Realty Income Corp 106 - $55.01 $231,000 4,019 0.15% 30,000 0 0.001    REIT - Retail
   (MVIS)1 Year Chart         MVIS Microvision Inc 111 - $1.22 $228,000 85,649 0.15% 40,000 0 0    Diversified Electronics
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 122 - $412.05 $207,000 579 0.14% 4,000 0 0    Property & Casualty I...

      9 Records Found
  1    
Page 1 of 1
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