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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
SQBlock Inc
Recent Activity
Exited
0%
$581,377
9,015 shares@ $64.49 avg price
FTCSFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$570,211
6,785 shares@ $84.04 avg price
CMGChipotle Mexican Grill Inc
Recent Activity
Exited
0%
$554,453
8,850 shares@ $62.66 avg price
DDOGDatadog Inc
Recent Activity
Exited
0%
$527,838
4,070 shares@ $129.69 avg price
ABNBAirbnb Inc
Recent Activity
Exited
0%
$481,425
3,175 shares@ $151.63 avg price
NOWServicenow Inc
Recent Activity
Exited
0%
$457,842
582 shares@ $786.68 avg price
ZSZscaler Inc
Recent Activity
Exited
0%
$455,106
2,368 shares@ $192.2 avg price
KRUZSeries Portfolios Tr
Recent Activity
Exited
0%
$448,980
14,960 shares@ $30.02 avg price
MUMicron Technology Inc
Recent Activity
Exited
0%
$430,761
3,275 shares@ $131.54 avg price
NICENice Ltd
Recent Activity
Exited
0%
$425,626
2,475 shares@ $171.98 avg price