Elliot Kallen

@Prosperity Wealth Management, Inc.

Latest period2024 - Q3

Reported2mo 5d ago

Managed Assets$250.148M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
ANETArista Networks Inc Recent Activity Increased 17.64%	0.84%	$2.091M 5,449 shares@ $383.82 avg price	Increased 17.64%
DKNGDraftkings Inc New Recent Activity Increased 12.7%	0.84%	$2.08M 53,062 shares@ $39.2 avg price	Increased 12.7%
TRGPTarga Res Corp Recent Activity Increased 0.11%	0.76%	$1.889M 12,765 shares@ $148.02 avg price	Increased 0.11%
LLYEli Lilly & Co Recent Activity Increased 78.78%	0.71%	$1.761M 1,988 shares@ $885.95 avg price	Increased 78.78%
XBXMXNuveen S&p 500 Buy-write Inc Recent Activity Increased 0.49%	0.66%	$1.631M 118,865 shares@ $13.72 avg price	Increased 0.49%
SHOPShopify Inc Recent Activity Increased 4.43%	0.61%	$1.513M 18,880 shares@ $80.14 avg price	Increased 4.43%
SGOVIshares Tr Recent Activity Increased 0.48%	0.58%	$1.439M 14,288 shares@ $100.73 avg price	Increased 0.48%
GOOGLAlphabet Inc Recent Activity Increased 4.13%	0.56%	$1.389M 8,373 shares@ $165.86 avg price	Increased 4.13%
BRK.BBerkshire Hathaway Inc Del Recent Activity Increased 257.43%	0.54%	$1.329M 2,888 shares@ $460.27 avg price	Increased 257.43%
PANWPalo Alto Networks Inc Recent Activity Increased 243.63%	0.47%	$1.152M 3,371 shares@ $341.81 avg price	Increased 243.63%