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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
HIGHSimplify Exchange Traded Fun
Recent Activity
Exited
0%
$1.012M
41,626 shares@ $24.3 avg price
SKREEtf Opportunities Trust
Recent Activity
Exited
0%
$1.011M
41,206 shares@ $24.54 avg price
DUOLDuolingo Inc
Recent Activity
Exited
0%
$882,674
4,230 shares@ $208.67 avg price
ACGLArch Cap Group Ltd
Recent Activity
Exited
0%
$812,265
8,051 shares@ $100.89 avg price
HERDPacer Fds Tr
Recent Activity
Exited
0%
$791,687
21,300 shares@ $37.17 avg price
SMCISuper Micro Computer Inc
Recent Activity
Exited
0%
$755,441
922 shares@ $819.36 avg price
SCHASchwab Strategic Tr
Recent Activity
Exited
0%
$715,803
15,085 shares@ $47.46 avg price
SLVIshares Silver Tr
Recent Activity
Exited
0%
$702,909
26,455 shares@ $26.57 avg price
OKTAOkta Inc
Recent Activity
Exited
0%
$702,543
7,505 shares@ $93.61 avg price
AJGGallagher Arthur J & Co
Recent Activity
Exited
0%
$592,783
2,286 shares@ $259.32 avg price