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