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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
SCHXSchwab Strategic Tr
Recent Activity
Increased 3.67%
5.91%
$14.773M
217,723 shares@ $67.85 avg price
SCHGSchwab Strategic Tr
Recent Activity
Increased 6.81%
4.65%
$11.625M
111,583 shares@ $104.19 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 6.27%
3.52%
$8.801M
20,453 shares@ $430.31 avg price
NVDANvidia Corporation
Recent Activity
Increased 18.34%
2.6%
$6.5M
53,524 shares@ $121.45 avg price
AAPLApple Inc
Recent Activity
Increased 1.19%
2.46%
$6.129M
26,304 shares@ $233.0 avg price
IUSInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 1.07%
1.98%
$4.936M
98,122 shares@ $50.3 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 13.9%
1.59%
$3.959M
21,248 shares@ $186.34 avg price
MGKVanguard World Fd
Recent Activity
Increased 40.14%
1.11%
$2.762M
8,579 shares@ $321.95 avg price
VONGVanguard Scottsdale Fds
Recent Activity
Increased 26.84%
1.1%
$2.737M
28,358 shares@ $96.52 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Increased 12.43%
0.95%
$2.363M
10,468 shares@ $225.77 avg price