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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
TSLATesla Inc
Recent Activity
Decreased -22.75%
0.26%
$638,715
2,441 shares@ $261.67 avg price
PLTRPalantir Technologies Inc
Recent Activity
Decreased -12.88%
0.26%
$633,070
17,018 shares@ $37.21 avg price
SPLVInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -0.6%
0.25%
$604,254
8,424 shares@ $71.74 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -6.56%
0.19%
$457,242
797 shares@ $573.71 avg price
TQQQProshares Tr
Recent Activity
Decreased -48.55%
0.19%
$455,310
6,281 shares@ $72.5 avg price
ELFE L F Beauty Inc
Recent Activity
Decreased -28.78%
0.17%
$420,856
3,860 shares@ $109.04 avg price
DOCSDoximity Inc
Recent Activity
Decreased -4.14%
0.17%
$403,023
9,250 shares@ $43.58 avg price
TTDThe Trade Desk Inc
Recent Activity
Decreased -9.62%
0.16%
$385,968
3,520 shares@ $109.65 avg price
IBMInternational Business Machs
Recent Activity
Decreased -2.28%
0.16%
$378,268
1,711 shares@ $221.09 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Decreased -32.94%
0.14%
$343,450
1,917 shares@ $179.17 avg price