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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
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 257.43%
0.54%
$1.329M
2,888 shares@ $460.27 avg price
UBERUber Technologies Inc
Recent Activity
Decreased -15.15%
0.51%
$1.258M
16,738 shares@ $75.16 avg price
SSUSStrategy Shs
Recent Activity
Decreased -0.16%
0.51%
$1.258M
30,247 shares@ $41.6 avg price
PANWPalo Alto Networks Inc
Recent Activity
Increased 243.63%
0.47%
$1.152M
3,371 shares@ $341.81 avg price
PYLDPimco Etf Tr
Recent Activity
Increased 43.09%
0.46%
$1.126M
42,262 shares@ $26.65 avg price
UTGReaves Util Income Fd
Recent Activity
New Position
0.44%
$1.096M
33,400 shares@ $32.81 avg price
SCHQSchwab Strategic Tr
Recent Activity
New Position
0.44%
$1.092M
31,215 shares@ $34.99 avg price
PTYPimco Corporate & Income Opp
Recent Activity
Increased 80.77%
0.44%
$1.083M
75,265 shares@ $14.39 avg price
SPTSSpdr Ser Tr
Recent Activity
Decreased -20.97%
0.44%
$1.077M
36,630 shares@ $29.41 avg price
IVVIshares Tr
Recent Activity
Increased 2.87%
0.44%
$1.077M
1,866 shares@ $576.95 avg price