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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
UBERUber Technologies Inc
Recent Activity
Decreased -15.15%
0.51%
$1.258M
16,738 shares@ $75.16 avg price
SSUSStrategy Shs
Recent Activity
Decreased -0.16%
0.51%
$1.258M
30,247 shares@ $41.6 avg price
SPTSSpdr Ser Tr
Recent Activity
Decreased -20.97%
0.44%
$1.077M
36,630 shares@ $29.41 avg price
ORLYOreilly Automotive Inc
Recent Activity
Decreased -1.55%
0.33%
$801,514
696 shares@ $1151.61 avg price
GLDSpdr Gold Tr
Recent Activity
Decreased -9.38%
0.32%
$777,063
3,197 shares@ $243.07 avg price
DASHDoordash Inc
Recent Activity
Decreased -22.25%
0.28%
$692,954
4,855 shares@ $142.73 avg price
ASMLAsml Holding N V
Recent Activity
Decreased -8.32%
0.28%
$679,099
815 shares@ $833.26 avg price
BITOProshares Tr
Recent Activity
Decreased -0.62%
0.27%
$665,989
34,705 shares@ $19.2 avg price
BBMCJ P Morgan Exchange Traded F
Recent Activity
Decreased -3.68%
0.26%
$649,954
6,880 shares@ $94.48 avg price
ARMArm Holdings Plc
Recent Activity
Decreased -8.68%
0.26%
$646,405
4,520 shares@ $143.01 avg price