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Elliot Kallen

@Prosperity Wealth Management, Inc.

Latest period2024 - Q3ReportedManaged Assets$250.148MTotal holdings189
Assets growth rate22.87%Assets growth rate (2-Q avg)9.67%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Prosperity Wealth Management, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 189 positions.

Assets under management

The assets under management (AUM) of Prosperity Wealth Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 250.148M in assets, with a quarterly growth rate of 22.87% and a 2-quarter average growth rate of 9.67%. The portfolio is managed by Elliot Kallen, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
QLDProshares Tr
Recent Activity
New Position
15.46%
$38.667M
383,979 shares@ $100.7 avg price
SSOProshares Tr
Recent Activity
New Position
6.32%
$15.8M
175,220 shares@ $90.17 avg price
UTGReaves Util Income Fd
Recent Activity
New Position
0.44%
$1.096M
33,400 shares@ $32.81 avg price
SCHQSchwab Strategic Tr
Recent Activity
New Position
0.44%
$1.092M
31,215 shares@ $34.99 avg price
PAYCPaycom Software Inc
Recent Activity
New Position
0.41%
$1.011M
6,070 shares@ $166.58 avg price
CYBRCyberark Software Ltd
Recent Activity
New Position
0.41%
$1.003M
3,440 shares@ $291.61 avg price
7434⤦Proshares Tr
Recent Activity
New Position
0.3%
$732,118
77,065 shares@ $9.51 avg price
TMFDirexion Shs Etf Tr
Recent Activity
New Position
0.29%
$702,997
12,171 shares@ $57.77 avg price
FAZDirexion Shs Etf Tr
Recent Activity
New Position
0.28%
$688,123
86,994 shares@ $7.92 avg price
ZROZPimco Etf Tr
Recent Activity
New Position
0.21%
$515,784
6,258 shares@ $82.42 avg price