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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
OXYOccidental Pete Corp
Recent Activity
Exited
0%
$418,267
6,636 shares@ $63.03 avg price
SILGlobal X Fds
Recent Activity
Exited
0%
$352,197
11,292 shares@ $31.19 avg price
PSCWPacer Fds Tr
Recent Activity
Exited
0%
$345,728
14,050 shares@ $24.61 avg price
DVNDevon Energy Corp New
Recent Activity
Exited
0%
$344,679
7,272 shares@ $47.4 avg price
NANCSeries Portfolios Tr
Recent Activity
Exited
0%
$344,344
9,460 shares@ $36.4 avg price
CAFGPacer Fds Tr
Recent Activity
Exited
0%
$333,756
14,120 shares@ $23.64 avg price
TOSTToast Inc
Recent Activity
Exited
0%
$328,052
12,730 shares@ $25.77 avg price
VUZIVuzix Corp
Recent Activity
Exited
0%
$310,230
229,800 shares@ $1.35 avg price
ARKFArk Etf Tr
Recent Activity
Exited
0%
$301,585
10,825 shares@ $27.87 avg price
BABoeing Co
Recent Activity
Exited
0%
$295,220
1,622 shares@ $182.01 avg price