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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
SIGASiga Technologies Inc
Recent Activity
New Position
0.16%
$381,240
56,480 shares@ $6.75 avg price
KNGFirst Tr Exchange-traded Fd
Recent Activity
New Position
0.15%
$372,432
6,836 shares@ $54.49 avg price
SHWSherwin Williams Co
Recent Activity
New Position
0.15%
$370,220
970 shares@ $381.68 avg price
7434⤦Proshares Tr
Recent Activity
New Position
0.15%
$366,391
28,033 shares@ $13.07 avg price
UUnity Software Inc
Recent Activity
New Position
0.15%
$362,712
16,035 shares@ $22.63 avg price
VLTOVeralto Corp
Recent Activity
New Position
0.15%
$361,084
3,228 shares@ $111.86 avg price
FSLYFastly Inc
Recent Activity
New Position
0.14%
$347,842
45,950 shares@ $7.58 avg price
MELIMercadolibre Inc
Recent Activity
New Position
0.14%
$338,573
165 shares@ $2051.96 avg price
UPSTUpstart Hldgs Inc
Recent Activity
New Position
0.14%
$334,884
8,370 shares@ $40.02 avg price
VEEVVeeva Sys Inc
Recent Activity
New Position
0.13%
$317,953
1,515 shares@ $209.87 avg price