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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
PYPLPaypal Hldgs Inc
| 0.2% | $486,205 6,231 shares@ $78.04 avg price | New Position |
MJAmplify Etf Tr
| 0.19% | $465,481 140,629 shares@ $3.31 avg price | New Position |
FOURShift4 Pmts Inc
| 0.19% | $461,163 5,205 shares@ $88.6 avg price | New Position |
ARKWArk Etf Tr
| 0.19% | $455,770 5,354 shares@ $85.13 avg price | New Position |
BUFRFirst Tr Exchng Traded Fd Vi
| 0.18% | $442,820 14,815 shares@ $29.89 avg price | New Position |
NTRNutrien Ltd
| 0.18% | $433,069 9,011 shares@ $48.07 avg price | New Position |
USAIPacer Fds Tr
| 0.17% | $424,345 12,120 shares@ $35.02 avg price | New Position |
AVGOBroadcom Inc
| 0.17% | $413,483 2,397 shares@ $172.51 avg price | New Position |
FNDXSchwab Strategic Tr
| 0.17% | $400,636 5,583 shares@ $71.76 avg price | New Position |
SFMSprouts Fmrs Mkt Inc
| 0.16% | $392,508 3,555 shares@ $110.42 avg price | New Position |