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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
JEPIJ P Morgan Exchange Traded F
Recent Activity
Decreased -4.68%
0.73%
$1.808M
30,389 shares@ $59.52 avg price
LLYEli Lilly & Co
Recent Activity
Increased 78.78%
0.71%
$1.761M
1,988 shares@ $885.95 avg price
OEFIshares Tr
Recent Activity
Decreased -35.31%
0.71%
$1.752M
6,330 shares@ $276.77 avg price
WYNNWynn Resorts Ltd
Recent Activity
Decreased -7.59%
0.7%
$1.749M
18,240 shares@ $95.88 avg price
SMHVaneck Etf Trust
Recent Activity
Decreased -10.04%
0.67%
$1.676M
6,827 shares@ $245.45 avg price
XBXMXNuveen S&p 500 Buy-write Inc
Recent Activity
Increased 0.49%
0.66%
$1.631M
118,865 shares@ $13.72 avg price
SHOPShopify Inc
Recent Activity
Increased 4.43%
0.61%
$1.513M
18,880 shares@ $80.14 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -9.15%
0.59%
$1.466M
12,506 shares@ $117.23 avg price
SGOVIshares Tr
Recent Activity
Increased 0.48%
0.58%
$1.439M
14,288 shares@ $100.73 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 4.13%
0.56%
$1.389M
8,373 shares@ $165.86 avg price