Prosperity Wealth Management, Inc.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1991463
Institutional-grade research for retail investors
13F Reported Value
ⓘ$300.4M
Holdings
251
Latest Filing
2025-12-31
Filing Quarter
Q4 2025
Portfolio Overview
Prosperity Wealth Management, Inc. disclosed 251 positions worth $300.4M in its Form 13F-HR for Q4 2025. During the quarter the fund opened 70 new positions and exited 59. The portfolio is most concentrated in Other (52.2% of disclosed assets). All figures are sourced directly from Prosperity Wealth Management, Inc.’s Form 13F-HR filing with the SEC under CIK 1991463.
AI Fund Analysis
StableSCHWAB STRATEGIC TR - US L
8.7% weight
Held 5 quarters
SCHWAB STRATEGIC TR - US L
8.1% weight
Held 5 quarters
VANGUARD INDEX FDS - S&P 5
5.0% weight
Held 5 quarters
$QQQ4.1% weight
Held 5 quarters
$MSFT2.6% weight
Held 5 quarters
SCHWAB STRATEGIC TR - US L
5 quarters accumulating
SCHWAB STRATEGIC TR - US L
5 quarters accumulating
$LLY5 quarters accumulating
$DKNG5 quarters accumulating
$PNC5 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q4 2025
Click any card to unlockTop Holdings
AI Quality Scored
SCHWAB STRATEGIC TR - US LRG CAP ETF
—Quality
$26.1M970,709 shSCHWAB STRATEGIC TR - US LCAP GR ETF
—Quality
$24.5M749,659 shVANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$15.1M24,104 sh- —
Quality
$12.3M20,001 sh - 83.7
Quality
$8.0M16,476 sh - 90.2
Quality
$7.5M40,472 sh - —
Quality
$7.0M123,101 sh - 74.6
Quality
$5.8M24,995 sh SPDR SERIES TRUST - STATE STREET SPD
—Quality
$5.3M223,856 sh- 76.1
Quality
$4.9M18,133 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $26.1M | 970,709 |
| SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $24.5M | 749,659 |
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $15.1M | 24,104 |
| INVESCO QQQ TRUST, SERIES 1$QQQ | — | $12.3M | 20,001 |
| MICROSOFT CORP$MSFT | 83.7 | $8.0M | 16,476 |
 NVIDIA CORP$NVDA | 90.2 | $7.5M | 40,472 |
 Invesco Ltd.$IVZ | — | $7.0M | 123,101 |
 AMAZON COM INC$AMZN | 74.6 | $5.8M | 24,995 |
| SPDR SERIES TRUST - STATE STREET SPD | — | $5.3M | 223,856 |
 Apple Inc.$AAPL | 76.1 | $4.9M | 18,133 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Prosperity Wealth Management, Inc.'s 251 positions.
Showing top 10 of 251 holdings.
Sector Allocation
Other
$156.9M
Technology
$65.2M
Financials
$29.4M
Consumer Discretionary
$14.1M
Industrials
$12.6M
Healthcare
$7.9M
Utilities
$3.8M
Energy
$3.7M
Full Holdings — Prosperity Wealth Management, Inc. (Q4 2025)
All 251 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $26.1M | 8.7% | +6% | — |
| 2 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $24.5M | 8.1% | +4% | — |
| 3 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $15.1M | 5.0% | +1% | — |
| 4 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $12.3M | 4.1% | +3% | — |
| 5 | $MSFT | MICROSOFT CORP | $8.0M | 2.6% | -4% | 83.7 |
| 6 | $NVDA | NVIDIA CORP | $7.5M | 2.5% | -2% | 90.2 |
| 7 | $IVZ | Invesco Ltd. | $7.0M | 2.3% | -4% | — |
| 8 | $AMZN | AMAZON COM INC | $5.8M | 1.9% | +7% | 74.6 |
| 9 | — | SPDR SERIES TRUST - STATE STREET SPD | $5.3M | 1.8% | -4% | — |
| 10 | $AAPL | Apple Inc. | $4.9M | 1.6% | -1% | 76.1 |
| 11 |  $PLTR | Palantir Technologies Inc. | $4.9M | 1.6% | +5% | 85.8 |
| 12 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $4.4M | 1.5% | +4% | — |
| 13 |  $GOOG | Alphabet Inc. | $3.7M | 1.3% | +9% | 80.2 |
| 14 | $LLY | ELI LILLY & Co | $3.6M | 1.2% | +35% | 89.3 |
| 15 | — | VANGUARD WORLD FD - MEGA GRWTH IND | $3.3M | 1.1% | +4% | — |
| 16 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | $3.1M | 1.0% | +41% | — |
| 17 |  $META | Meta Platforms, Inc. | $2.8M | 0.9% | +7% | 80.9 |
| 18 | — | PROSHARES TR - ULTRPRO S&P500 | $2.8M | 0.9% | +0% | — |
| 19 |  $GS | GOLDMAN SACHS GROUP INC | $2.6M | 0.9% | -8% | — |
| 20 | $DKNG | DraftKings Inc. | $2.5M | 0.8% | +4% | 54 |
| 21 |  $ANET | Arista Networks, Inc. | $2.5M | 0.8% | -17% | 86 |
| 22 |  $GBTC | Grayscale Bitcoin Trust ETF | $2.4M | 0.8% | +36% | — |
| 23 |  $NMR | NOMURA HOLDINGS INC | $2.3M | 0.8% | -15% | — |
| 24 |  $TRGP | Targa Resources Corp. | $2.2M | 0.7% | +10% | 70 |
| 25 |  $UBER | Uber Technologies, Inc | $2.1M | 0.7% | -1% | 79.3 |
| 26 |  $TSLA | Tesla, Inc. | $2.0M | 0.7% | +6% | 50.1 |
| 27 | $IVZ | Invesco Ltd. | $2.0M | 0.7% | +98% | — |
| 28 | — | PROSHARES TR - ULTRAPRO QQQ | $2.0M | 0.7% | +89% | — |
| 29 | — | NUVEEN S&P 500 BUY-WRITE INC - COM | $1.9M | 0.6% | +1% | — |
| 30 | — | ARK ETF TR - INNOVATION ETF | $1.9M | 0.6% | NEW | — |
| 31 |  $AVGO | Broadcom Inc. | $1.8M | 0.6% | -2% | 86.4 |
| 32 |  $WYNN | WYNN RESORTS LTD | $1.8M | 0.6% | +11% | — |
| 33 |  $ASML | ASML HOLDING NV | $1.7M | 0.6% | +30% | — |
| 34 | — | ISHARES TR - CORE S&P500 ETF | $1.7M | 0.6% | +4% | — |
| 35 |  $GE | GENERAL ELECTRIC CO | $1.6M | 0.5% | +3% | 74.8 |
| 36 |  $MU | MICRON TECHNOLOGY INC | $1.6M | 0.5% | -42% | 88.4 |
| 37 |  $VRT | Vertiv Holdings Co | $1.5M | 0.5% | +6% | 82.7 |
| 38 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.5M | 0.5% | +22% | 66.7 |
| 39 |  $XOM | EXXON MOBIL CORP | $1.4M | 0.5% | -3% | 61.8 |
| 40 | — | TIDAL TRUST II - YIELDMAX SHORT | $1.3M | 0.5% | +3% | — |
| 41 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $1.3M | 0.5% | +22% | — |
| 42 |  $SHOP | SHOPIFY INC. | $1.3M | 0.4% | -42% | — |
| 43 |  $VST | Vistra Corp. | $1.3M | 0.4% | +21% | 62.9 |
| 44 | — | NEOS ETF TRUST - ENHANCED INCOME | $1.3M | 0.4% | +9% | — |
| 45 | — | ISHARES TR - 0-3 MNTH TREASRY | $1.3M | 0.4% | -24% | — |
| 46 |  $CRWD | CrowdStrike Holdings, Inc. | $1.3M | 0.4% | -20% | 55 |
| 47 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $1.3M | 0.4% | +77% | — |
| 48 | — | SIMPLIFY EXCHANGE TRADED FUN - AGGREGATE BOND E | $1.3M | 0.4% | +2% | — |
| 49 |  $WMT | Walmart Inc. | $1.2M | 0.4% | +88% | 63.2 |
| 50 | — | ISHARES TR - RUS 1000 GRW ETF | $1.2M | 0.4% | +0% | — |
| 51 | — | NOMURA ETF TR - FOCUSED EMERGING | $1.1M | 0.4% | +10% | — |
| 52 |  $CEG | Constellation Energy Corp | $1.1M | 0.4% | +0% | 62.5 |
| 53 | — | SIMPLIFY EXCHANGE TRADED FUN - BOND BULL ETF | $1.1M | 0.4% | +12% | — |
| 54 |  $MDB | MongoDB, Inc. | $1.1M | 0.4% | +14% | 54.6 |
| 55 |  $JPM | JPMORGAN CHASE & CO | $1.1M | 0.3% | +0% | 35.6 |
| 56 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.0M | 0.3% | NEW | — |
| 57 |  $DASH | DoorDash, Inc. | $1.0M | 0.3% | -2% | 70.6 |
| 58 |  $CLS | CELESTICA INC | $1.0M | 0.3% | +2% | 69 |
| 59 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $1.0M | 0.3% | +0% | 70.9 |
| 60 | — | SELECT SECTOR SPDR TR - STATE STREET TEC | $1.0M | 0.3% | +114% | — |
| 61 | — | VANGUARD INDEX FDS - GROWTH ETF | $1.0M | 0.3% | +17% | — |
| 62 |  $MRVL | Marvell Technology, Inc. | $996,815 | 0.3% | NEW | 77.3 |
| 63 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $995,087 | 0.3% | -9% | — |
| 64 | — | DIREXION SHS ETF TR - DAILY GOOGL BR1X | $991,843 | 0.3% | NEW | — |
| 65 |  $COHR | COHERENT CORP. | $986,158 | 0.3% | NEW | 64 |
| 66 | — | ISHARES TR - INTL SEL DIV ETF | $985,856 | 0.3% | -10% | — |
| 67 |  $DECK | DECKERS OUTDOOR CORP | $959,362 | 0.3% | +20% | 83.2 |
| 68 |  $FIX | COMFORT SYSTEMS USA INC | $956,622 | 0.3% | NEW | 79.5 |
| 69 |  $AJG | Arthur J. Gallagher & Co. | $954,159 | 0.3% | +217% | 72.1 |
| 70 |  $PTY | PIMCO CORPORATE & INCOME OPPORTUNITY FUND | $950,240 | 0.3% | -23% | — |
| 71 |  $SPY | SPDR S&P 500 ETF TRUST | $948,826 | 0.3% | +8% | — |
| 72 | — | SPDR SERIES TRUST - STATE STREET SPD | $942,039 | 0.3% | -27% | — |
| 73 |  $RKLB | Rocket Lab Corp | $939,807 | 0.3% | +0% | 37.2 |
| 74 | — | PROSHARES TR - PSHS ULTRA QQQ | $933,726 | 0.3% | +100% | — |
| 75 |  $NEE | NEXTERA ENERGY INC | $924,424 | 0.3% | NEW | 71.7 |
| 76 |  $MESO | MESOBLAST LTD | $918,236 | 0.3% | +2% | — |
| 77 |  $NFLX | NETFLIX INC | $912,754 | 0.3% | +1004% | 86.7 |
| 78 | — | GLOBAL X FDS - DEFENSE TECH ETF | $907,697 | 0.3% | +3% | — |
| 79 | — | ISHARES TR - RUS MD CP GR ETF | $902,316 | 0.3% | -74% | — |
| 80 |  $KALU | KAISER ALUMINUM CORP | $884,422 | 0.3% | NEW | 61 |
| 81 |  $GEHC | GE HealthCare Technologies Inc. | $876,630 | 0.3% | NEW | 58.2 |
| 82 |  $CRM | Salesforce, Inc. | $875,792 | 0.3% | NEW | 75.2 |
| 83 |  $STRL | STERLING INFRASTRUCTURE, INC. | $874,287 | 0.3% | +4% | 73.3 |
| 84 |  $ARM | ARM HOLDINGS PLC /UK | $856,007 | 0.3% | NEW | — |
| 85 | — | PROSHARES TR - PSHS ULT S&P 500 | $848,015 | 0.3% | +100% | — |
| 86 |  $AXON | AXON ENTERPRISE, INC. | $821,795 | 0.3% | +34% | 55.6 |
| 87 | — | ISHARES TR - S&P 100 ETF | $819,012 | 0.3% | -8% | — |
| 88 |  $EMR | EMERSON ELECTRIC CO | $818,064 | 0.3% | -2% | 65.9 |
| 89 | — | GRANITESHARES ETF TR - GRANITESHARES 2X | $800,744 | 0.3% | -1% | — |
| 90 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $766,315 | 0.3% | +0% | — |
| 91 |  $ALAB | Astera Labs, Inc. | $753,611 | 0.3% | +5% | 77.7 |
| 92 |  $MELI | MERCADOLIBRE INC | $747,290 | 0.3% | NEW | 77.5 |
| 93 | — | ISHARES TR - RUS TP200 GR ETF | $729,785 | 0.2% | +4% | — |
| 94 |  $GOOGL | Alphabet Inc. | $728,957 | 0.2% | +11% | 80.2 |
| 95 |  $SCHW | SCHWAB CHARLES CORP | $726,845 | 0.2% | +9% | 77.2 |
| 96 |  $RTX | RTX Corp | $714,343 | 0.2% | -0% | 70 |
| 97 | — | CAPITAL GROUP GROWTH ETF - SHS CREATION UNI | $712,492 | 0.2% | +79% | — |
| 98 |  $TFC | TRUIST FINANCIAL CORP | $690,515 | 0.2% | +0% | — |
| 99 |  $ORLY | O REILLY AUTOMOTIVE INC | $675,136 | 0.2% | -0% | 72.7 |
| 100 |  $HOOD | Robinhood Markets, Inc. | $666,725 | 0.2% | +5% | 75.8 |
| 101 |  $ISRG | INTUITIVE SURGICAL INC | $663,774 | 0.2% | NEW | 81.4 |
| 102 |  $LOCO | El Pollo Loco Holdings, Inc. | $655,842 | 0.2% | NEW | 50.9 |
| 103 | — | NEOS ETF TRUST - REAL ESTATE HIGH | $641,323 | 0.2% | +12% | — |
| 104 | — | GRANITESHARES ETF TR - 2X LONG PLTR | $628,823 | 0.2% | NEW | — |
| 105 | — | ISHARES TR - GLOBAL 100 ETF | $618,803 | 0.2% | -3% | — |
| 106 |  $ONON | On Holding AG | $608,888 | 0.2% | NEW | — |
| 107 |  $MVIS | MICROVISION, INC. | $604,429 | 0.2% | -4% | 4.9 |
| 108 |  $ILMN | ILLUMINA, INC. | $592,843 | 0.2% | NEW | 62.5 |
| 109 |  $TMDX | TransMedics Group, Inc. | $592,436 | 0.2% | NEW | 70.1 |
| 110 |  $KARO | Karooooo Ltd. | $591,500 | 0.2% | +66% | — |
| 111 | — | SIMPLIFY EXCHANGE TRADED FUN - TREASURY OPT INC | $564,351 | 0.2% | -15% | — |
| 112 |  $AS | Amer Sports, Inc. | $563,985 | 0.2% | NEW | 71 |
| 113 |  $FLEX | FLEX LTD. | $561,906 | 0.2% | NEW | — |
| 114 |  $NET | Cloudflare, Inc. | $560,892 | 0.2% | NEW | 52.6 |
| 115 | $IVZ | Invesco Ltd. | $560,276 | 0.2% | -0% | — |
| 116 |  $INOD | INNODATA INC | $551,534 | 0.2% | +3% | 70.6 |
| 117 |  $FVRR | Fiverr International Ltd. | $547,352 | 0.2% | NEW | — |
| 118 |  $DOV | DOVER Corp | $543,611 | 0.2% | +82% | 63.1 |
| 119 | — | DIREXION SHS ETF TR - DAILY MU BEAR | $533,706 | 0.2% | NEW | — |
| 120 |  $GDLC | Grayscale CoinDesk Crypto 5 ETF | $533,069 | 0.2% | NEW | — |
| 121 |  $NOW | ServiceNow, Inc. | $530,803 | 0.2% | +404% | 76 |
| 122 |  $SOFI | SoFi Technologies, Inc. | $520,982 | 0.2% | +4% | 53.8 |
| 123 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US LGR | $514,020 | 0.2% | +0% | — |
| 124 |  $BROS | Dutch Bros Inc. | $511,187 | 0.2% | +27% | 65.9 |
| 125 | — | SCHWAB STRATEGIC TR - 5 10YR CORP BD | $510,730 | 0.2% | -3% | — |
| 126 |  $GEV | GE Vernova Inc. | $509,785 | 0.2% | +63% | 70.1 |
| 127 | $IVZ | Invesco Ltd. | $507,600 | 0.2% | +90% | — |
| 128 | — | PROSHARES TR - ULTRAPRO SRT DOW | $505,811 | 0.2% | NEW | — |
| 129 | — | SIMPLIFY EXCHANGE TRADED FUN - BARRIER INCOME | $505,634 | 0.2% | NEW | — |
| 130 |  $TOST | Toast, Inc. | $504,242 | 0.2% | +18% | 69.5 |
| 131 |  $FIVN | Five9, Inc. | $501,250 | 0.2% | NEW | 58.1 |
| 132 | — | TIDAL TRUST II - YIELDMAX SHORT T | $500,337 | 0.2% | NEW | — |
| 133 |  $ES | EVERSOURCE ENERGY | $496,860 | 0.2% | +0% | 67 |
| 134 |  $WFC | WELLS FARGO & COMPANY/MN | $492,469 | 0.2% | NEW | — |
| 135 |  $FIGR | Figure Technology Solutions, Inc. | $486,404 | 0.2% | NEW | — |
| 136 |  $NXPI | NXP Semiconductors N.V. | $478,183 | 0.2% | NEW | — |
| 137 |  $IBIT | iShares Bitcoin Trust ETF | $477,732 | 0.2% | +87% | — |
| 138 | — | SPDR SERIES TRUST - STATE STREET SPD | $476,611 | 0.2% | -3% | — |
| 139 | — | PURE STORAGE INC - CL A | $470,745 | 0.2% | NEW | — |
| 140 | — | ISHARES TR - RUS 1000 ETF | $467,630 | 0.2% | -4% | — |
| 141 |  $DOCU | DOCUSIGN, INC. | $467,514 | 0.2% | +26% | 67.5 |
| 142 |  $GLW | CORNING INC /NY | $467,220 | 0.2% | NEW | 72.7 |
| 143 | — | FIDELITY COVINGTON TRUST - ENHANCED LARGE | $466,688 | 0.2% | -0% | — |
| 144 | — | CAPITAL GROUP GBL GROWTH EQT - SHS CREATION UNI | $466,506 | 0.2% | +100% | — |
| 145 | — | CAPITAL GROUP CORE EQUITY ET - SHS CREATION UNI | $464,316 | 0.1% | +75% | — |
| 146 | — | PROSHARES TR - SHORT S&P 500 NE | $460,860 | 0.1% | NEW | — |
| 147 |  $GLTR | abrdn Precious Metals Basket ETF Trust | $457,460 | 0.1% | NEW | — |
| 148 | — | RBB FD INC - US TREAS 3 MNTH | $453,409 | 0.1% | -2% | — |
| 149 | — | J P MORGAN EXCHANGE TRADED F - INTL BD OPP ETF | $449,521 | 0.1% | +5% | — |
| 150 | — | FIRST TR EXCHANGE-TRADED FD - FT VEST S&P 500 | $448,653 | 0.1% | -25% | — |
| 151 |  $CCJ | CAMECO CORP | $444,641 | 0.1% | NEW | — |
| 152 |  $SEZL | Sezzle Inc. | $443,373 | 0.1% | NEW | 80.9 |
| 153 | — | GRANITESHARES ETF TR - 2X LONG AAPL DAI | $440,089 | 0.1% | NEW | — |
| 154 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $438,951 | 0.1% | +10% | — |
| 155 |  $PDI | PIMCO Dynamic Income Fund | $438,870 | 0.1% | +32% | — |
| 156 |  $BRK.B | BERKSHIRE HATHAWAY INC | $435,798 | 0.1% | +7% | 64.5 |
| 157 |  $GOF | GUGGENHEIM STRATEGIC OPPORTUNITIES FUND | $430,401 | 0.1% | +53% | — |
| 158 |  $CW | CURTISS WRIGHT CORP | $420,619 | 0.1% | +0% | 70.7 |
| 159 |  $PATH | UiPath, Inc. | $419,584 | 0.1% | +7% | 67.7 |
| 160 | — | ISHARES TR - CORE S&P MCP ETF | $418,943 | 0.1% | -3% | — |
| 161 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST LADDERED | $415,493 | 0.1% | -17% | — |
| 162 |  $FSK | FS KKR Capital Corp | $415,021 | 0.1% | -41% | — |
| 163 | $IVZ | Invesco Ltd. | $405,161 | 0.1% | +44% | — |
| 164 | — | PIMCO ETF TR - ENHAN SHRT MA AC | $397,547 | 0.1% | +76% | — |
| 165 |  $NLY | ANNALY CAPITAL MANAGEMENT INC | $397,114 | 0.1% | +24% | — |
| 166 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST LADDERED | $383,130 | 0.1% | -17% | — |
| 167 |  $APLD | Applied Digital Corp. | $382,512 | 0.1% | -42% | 35.4 |
| 168 | — | DIREXION SHS ETF TR - DLY AAPL BEAR 1X | $381,632 | 0.1% | NEW | — |
| 169 | — | FIRST TR EXCHANGE TRADED FD - NASDAQ CYB ETF | $375,645 | 0.1% | +93% | — |
| 170 | — | AMERICAN CENTY ETF TR - US QUALITY GROW | $375,626 | 0.1% | +38% | — |
| 171 | — | J P MORGAN EXCHANGE TRADED F - SMALL & MID CAP | $375,479 | 0.1% | +6% | — |
| 172 |  $PANW | Palo Alto Networks Inc | $374,479 | 0.1% | -1% | 66.5 |
| 173 |  $AMD | ADVANCED MICRO DEVICES INC | $372,853 | 0.1% | +8% | 78.8 |
| 174 |  $ALLT | Allot Ltd. | $356,829 | 0.1% | +38% | — |
| 175 |  $GTLB | Gitlab Inc. | $356,535 | 0.1% | NEW | 54.1 |
| 176 | — | VANGUARD WORLD FD - MEGA CAP INDEX | $354,401 | 0.1% | +13% | — |
| 177 |  $QBTS | D-Wave Quantum Inc. | $352,633 | 0.1% | -44% | 24.7 |
| 178 | — | GRANITESHARES ETF TR - 2X LONG COIN DAI | $351,908 | 0.1% | -11% | — |
| 179 | — | PROSHARES TR - ULTRASHORT RUSSE | $351,083 | 0.1% | NEW | — |
| 180 | $IVZ | Invesco Ltd. | $346,839 | 0.1% | +93% | — |
| 181 | — | ISHARES TR - IBOXX HI YD ETF | $343,726 | 0.1% | +0% | — |
| 182 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | $339,470 | 0.1% | -1% | — |
| 183 | — | PROSHARES TR - ULTRAPRO SHORT | $332,225 | 0.1% | NEW | — |
| 184 |  $PG | PROCTER & GAMBLE Co | $326,705 | 0.1% | -84% | 72.9 |
| 185 |  $SNOW | Snowflake Inc. | $323,556 | 0.1% | NEW | 49.6 |
| 186 | — | PROSHARES TR - S&P 500 DV ARIST | $322,940 | 0.1% | -0% | — |
| 187 | — | VANGUARD WORLD FD - MEGA CAP VAL ETF | $321,036 | 0.1% | +6% | — |
| 188 |  $IONQ | IonQ, Inc. | $309,603 | 0.1% | -18% | 32.8 |
| 189 | — | SPDR SERIES TRUST - STATE STREET SPD | $307,649 | 0.1% | +1% | — |
| 190 | — | CALAMOS ETF TR - CEF INCOME & ARB | $307,628 | 0.1% | +0% | — |
| 191 | — | INNOVATOR ETFS TRUST - IBD 50 ETF | $306,224 | 0.1% | -48% | — |
| 192 |  $AUR | Aurora Innovation, Inc. | $299,443 | 0.1% | NEW | 9.8 |
| 193 |  $OSCR | Oscar Health, Inc. | $297,330 | 0.1% | -34% | 70.4 |
| 194 | — | PROSHARES TR - BITCOIN ETF | $291,110 | 0.1% | +0% | — |
| 195 | — | CALAMOS ETF TR - NASDAQ EQUITY | $289,594 | 0.1% | -4% | — |
| 196 | $IVZ | Invesco Ltd. | $284,010 | 0.1% | NEW | — |
| 197 |  $WT | WisdomTree, Inc. | $280,524 | 0.1% | -5% | 62.9 |
| 198 | — | ISHARES TR - 20+ YEAR TR BD | $279,694 | 0.1% | NEW | — |
| 199 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $277,808 | 0.1% | +4% | — |
| 200 |  $ETHE | Grayscale Ethereum Staking ETF | $275,015 | 0.1% | +39% | — |
| 201 |  $IGR | CBRE GLOBAL REAL ESTATE INCOME FUND | $273,939 | 0.1% | NEW | — |
| 202 | — | GLOBAL X FDS - MSCI SUPDIV EA | $273,503 | 0.1% | -1% | — |
| 203 |  $MCO | MOODYS CORP /DE/ | $273,305 | 0.1% | +0% | 81.3 |
| 204 |  $KHC | Kraft Heinz Co | $271,867 | 0.1% | NEW | 42.5 |
| 205 | — | CAPITAL GROUP CORE BALANCED - SHS | $259,781 | 0.1% | NEW | — |
| 206 | — | GLOBAL X FDS - US INFR DEV ETF | $252,285 | 0.1% | +0% | — |
| 207 | — | KRANESHARES TRUST - KWEB COVERD CALL | $250,444 | 0.1% | NEW | — |
| 208 |  $V | VISA INC. | $250,056 | 0.1% | +1% | 83.5 |
| 209 |  $LRCX | LAM RESEARCH CORP | $249,923 | 0.1% | NEW | 82.4 |
| 210 | $IVZ | Invesco Ltd. | $247,502 | 0.1% | -3% | — |
| 211 |  $JNJ | JOHNSON & JOHNSON | $246,956 | 0.1% | +4% | 72.8 |
| 212 | — | AMPLIFY ETF TR - BITCOIN 2 PERCNT | $245,725 | 0.1% | NEW | — |
| 213 | — | ISHARES TR - RESIDENTIAL MULT | $245,167 | 0.1% | +4% | — |
| 214 |  $FMC | FMC CORP | $244,889 | 0.1% | NEW | 28.6 |
| 215 | — | FIRST TR EXCHANGE-TRADED FD - COMMON SHS | $244,743 | 0.1% | -4% | — |
| 216 | — | VANGUARD WHITEHALL FDS - INTL DVD ETF | $241,062 | 0.1% | +13% | — |
| 217 | — | FIRST TR EXCHANGE TRADED FD - RBA INDL ETF | $234,690 | 0.1% | NEW | — |
| 218 |  $BA | BOEING CO | $234,272 | 0.1% | +0% | 51.8 |
| 219 | — | GLOBAL X FDS - ARTIFICIAL ETF | $232,763 | 0.1% | -7% | — |
| 220 | — | VANGUARD INDEX FDS - VALUE ETF | $232,053 | 0.1% | +9% | — |
| 221 | — | SELECT SECTOR SPDR TR - STATE STREET FIN | $232,031 | 0.1% | NEW | — |
| 222 | — | FIRST TR EXCHANGE-TRADED FD - SMID RISNG ETF | $231,913 | 0.1% | -15% | — |
| 223 |  $MRK | Merck & Co., Inc. | $228,977 | 0.1% | NEW | 70.9 |
| 224 |  $ABBV | AbbVie Inc. | $224,606 | 0.1% | +1% | 59.3 |
| 225 |  $O | REALTY INCOME CORP | $224,071 | 0.1% | +0% | 74.6 |
| 226 | — | SPDR SERIES TRUST - STATE STREET SPD | $223,414 | 0.1% | -9% | — |
| 227 | $WT | WisdomTree, Inc. | $222,389 | 0.1% | -1% | 62.9 |
| 228 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $221,864 | 0.1% | NEW | — |
| 229 |  $APP | AppLovin Corp | $218,992 | 0.1% | -87% | 86.8 |
| 230 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $217,168 | 0.1% | NEW | 65.9 |
| 231 | — | ISHARES TR - MSCI USA MMENTM | $215,475 | 0.1% | -2% | — |
| 232 |  $DIS | Walt Disney Co | $214,763 | 0.1% | -6% | 68.9 |
| 233 |  $CRS | CARPENTER TECHNOLOGY CORP | $214,406 | 0.1% | NEW | 69.9 |
| 234 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | $213,222 | 0.1% | NEW | — |
| 235 | — | ISHARES TR - S&P 500 GRWT ETF | $212,747 | 0.1% | +0% | — |
| 236 | — | SPDR SERIES TRUST - STATE STREET SPD | $211,171 | 0.1% | -10% | — |
| 237 | — | FIRST TR EXCHANGE TRADED FD - NASDQ CLN EDGE | $210,862 | 0.1% | NEW | — |
| 238 | — | SELECT SECTOR SPDR TR - STATE STREET HEA | $209,141 | 0.1% | NEW | — |
| 239 | — | ISHARES TR - U.S. TECH ETF | $208,666 | 0.1% | +0% | — |
| 240 | — | SPDR SERIES TRUST - STATE STREET SPD | $207,890 | 0.1% | -33% | — |
| 241 |  $WEN | Wendy's Co | $207,210 | 0.1% | NEW | 54.6 |
| 242 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $203,339 | 0.1% | NEW | — |
| 243 |  $HD | HOME DEPOT, INC. | $202,900 | 0.1% | -1% | 69.2 |
| 244 |  $WHR | WHIRLPOOL CORP /DE/ | $202,858 | 0.1% | NEW | 40.6 |
| 245 | $IVZ | Invesco Ltd. | $200,526 | 0.1% | NEW | — |
| 246 |  $GLD | SPDR GOLD TRUST | $200,137 | 0.1% | NEW | — |
| 247 |  $PCN | PIMCO CORPORATE & INCOME STRATEGY FUND | $196,088 | 0.1% | -9% | — |
| 248 |  $VG | Venture Global, Inc. | $152,066 | 0.1% | +67% | 69 |
| 249 | — | GRANITESHARES ETF TR - 2X LONG SMCI DAI | $94,016 | 0.0% | NEW | — |
| 250 |  $RZLV | REZOLVE AI PLC | $63,394 | 0.0% | NEW | — |
| 251 |  $GNLN | Greenlane Holdings, Inc. | $26,064 | 0.0% | NEW | — |
New Positions (70)
ARK ETF TR - INNOVATION ETF$1.9M
$TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$1.0M$MRVL Marvell Technology, Inc.$996,815 DIREXION SHS ETF TR - DAILY GOOGL BR1X$991,843
$COHR COHERENT CORP.$986,158$FIX COMFORT SYSTEMS USA INC$956,622$NEE NEXTERA ENERGY INC$924,424$KALU KAISER ALUMINUM CORP$884,422$GEHC GE HealthCare Technologies Inc.$876,630$CRM Salesforce, Inc.$875,792$ARM ARM HOLDINGS PLC /UK$856,007$MELI MERCADOLIBRE INC$747,290$ISRG INTUITIVE SURGICAL INC$663,774$LOCO El Pollo Loco Holdings, Inc.$655,842 GRANITESHARES ETF TR - 2X LONG PLTR$628,823
Exited Positions (59)
ARK ETF TR
DIREXION SHS ETF TR
DIREXION SHS ETF TR
$PGR PROGRESSIVE CORP/OH/
$ORCL ORACLE CORP
$BAC BANK OF AMERICA CORP /DE/
$LMAT LEMAITRE VASCULAR INC TIDAL TRUST II
$PRIM Primoris Services Corp
$LIF Life360, Inc.
$VEEV VEEVA SYSTEMS INC
$INTU INTUIT INC.
$CRWV CoreWeave, Inc.
$VRTX VERTEX PHARMACEUTICALS INC / MA
$TTD Trade Desk, Inc.Browse Top Institutional Investors
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