Prosperity Wealth Management, Inc. Quant / Systematic

Location: San Ramon, CA

CIK: 0001991463 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 14, 2024

Total Value ($000): $203,595 (100.0% shares, 0.0% debt)

Holdings (173)

VOO VANGUARD INDEX FDS 12.7%
Value ($000) $25,826 Shares 51,639 Est. Cost $460.80 Unrealized
QQQ INVESCO QQQ TR 10.9%
Value ($000) $22,247 Shares 46,434 Est. Cost $433.11 Unrealized
SCHX SCHWAB STRATEGIC TR 6.6%
Value ($000) $13,495 Shares 210,031 Est. Cost $49.86 Unrealized
SCHG SCHWAB STRATEGIC TR 5.2%
Value ($000) $10,535 Shares 104,469 Est. Cost $66.75 Unrealized
MSFT MICROSOFT CORP 4.2%
Value ($000) $8,603 Shares 19,248 Est. Cost $249.62 Unrealized +67.2%
NVDA NVIDIA CORPORATION 2.7%
Value ($000) $5,588 Shares 45,230 Est. Cost $97.20 Unrealized +4.0%
AAPL APPLE INC 2.7%
Value ($000) $5,475 Shares 25,995 Est. Cost $144.16 Unrealized +28.4%
IUS INVESCO EXCH TRD SLF IDX FD 2.3%
Value ($000) $4,605 Shares 97,088 Est. Cost $39.94 Unrealized
AMZN AMAZON COM INC 1.8%
Value ($000) $3,605 Shares 18,656 Est. Cost $116.44 Unrealized +57.8%
OEF ISHARES TR 1.3%
Value ($000) $2,586 Shares 9,786 Est. Cost $264.30 Unrealized
PG PROCTER AND GAMBLE CO 1.2%
Value ($000) $2,433 Shares 14,753 Est. Cost $140.72 Unrealized +11.7%
IJH ISHARES TR 1.0%
Value ($000) $2,108 Shares 36,029 Est. Cost $66.89 Unrealized
XLK SELECT SECTOR SPDR TR 1.0%
Value ($000) $2,106 Shares 9,311 Est. Cost $159.98 Unrealized
VONG VANGUARD SCOTTSDALE FDS 1.0%
Value ($000) $2,097 Shares 22,358 Est. Cost $83.50 Unrealized
SMH VANECK ETF TRUST 1.0%
Value ($000) $1,978 Shares 7,589 Est. Cost $242.74 Unrealized
MGK VANGUARD WORLD FD 0.9%
Value ($000) $1,924 Shares 6,122 Est. Cost $265.77 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.9%
Value ($000) $1,807 Shares 31,882 Est. Cost $54.71 Unrealized
DKNG DRAFTKINGS INC NEW 0.9%
Value ($000) $1,797 Shares 47,084 Est. Cost $41.05 Unrealized +1.1%
WYNN WYNN RESORTS LTD 0.9%
Value ($000) $1,767 Shares 19,740 Est. Cost $71.13 Unrealized +32.7%
META META PLATFORMS INC 0.9%
Value ($000) $1,746 Shares 3,463 Est. Cost $419.13 Unrealized +15.3%
TRGP TARGA RES CORP 0.8%
Value ($000) $1,642 Shares 12,751 Est. Cost $90.62 Unrealized +24.9%
ARISTA NETWORKS INC 0.8%
Value ($000) $1,623 Shares 4,632 Est. Cost $257.00 Unrealized
CELH CELSIUS HLDGS INC 0.8%
Value ($000) $1,607 Shares 28,150 Est. Cost $69.59 Unrealized +8.6%
NUVEEN S&P 500 BUY-WRITE INC 0.8%
Value ($000) $1,597 Shares 118,294 Est. Cost $12.70 Unrealized
XOM EXXON MOBIL CORP 0.8%
Value ($000) $1,585 Shares 13,766 Est. Cost $97.59 Unrealized +12.8%
GOOGL ALPHABET INC 0.7%
Value ($000) $1,465 Shares 8,041 Est. Cost $126.29 Unrealized +32.5%
UBER UBER TECHNOLOGIES INC 0.7%
Value ($000) $1,434 Shares 19,727 Est. Cost $56.59 Unrealized +22.8%
SGOV ISHARES TR 0.7%
Value ($000) $1,432 Shares 14,221 Est. Cost $100.15 Unrealized
SPTS SPDR SER TR 0.7%
Value ($000) $1,338 Shares 46,351 Est. Cost $28.95 Unrealized
SSUS STRATEGY SHS 0.6%
Value ($000) $1,197 Shares 30,298 Est. Cost $34.12 Unrealized
SHOP SHOPIFY INC 0.6%
Value ($000) $1,194 Shares 18,080 Est. Cost $45.65 Unrealized +45.3%
ELF E L F BEAUTY INC 0.6%
Value ($000) $1,142 Shares 5,420 Est. Cost $177.65 Unrealized +0.0%
SOXS DIREXION SHS ETF TR 0.5%
Value ($000) $1,099 Shares 48,465 Est. Cost $22.68 Unrealized
HIGH SIMPLIFY EXCHANGE TRADED FUN 0.5%
Value ($000) $1,012 Shares 41,626 Est. Cost $24.56 Unrealized
SKRE ETF OPPORTUNITIES TRUST 0.5%
Value ($000) $1,011 Shares 41,206 Est. Cost $24.54 Unrealized
LLY ELI LILLY & CO 0.5%
Value ($000) $1,007 Shares 1,112 Est. Cost $621.55 Unrealized +27.3%
IVV ISHARES TR 0.5%
Value ($000) $993 Shares 1,814 Est. Cost $419.92 Unrealized
HYG ISHARES TR 0.5%
Value ($000) $981 Shares 12,719 Est. Cost $77.47 Unrealized
NVO NOVO-NORDISK A S 0.5%
Value ($000) $977 Shares 6,846 Est. Cost $129.22 Unrealized
ASML ASML HOLDING N V 0.4%
Value ($000) $909 Shares 889 Est. Cost $976.88 Unrealized
TQQQ PROSHARES TR 0.4%
Value ($000) $901 Shares 12,209 Est. Cost $26.87 Unrealized
DUOL DUOLINGO INC 0.4%
Value ($000) $883 Shares 4,230 Est. Cost $204.75 Unrealized 0.0%
AGGH SIMPLIFY EXCHANGE TRADED FUN 0.4%
Value ($000) $864 Shares 41,636 Est. Cost $21.63 Unrealized
ACGL ARCH CAP GROUP LTD 0.4%
Value ($000) $812 Shares 8,051 Est. Cost $80.64 Unrealized +14.7%
ARM ARM HOLDINGS PLC 0.4%
Value ($000) $810 Shares 4,950 Est. Cost $96.67 Unrealized
TZA DIREXION SHS ETF TR 0.4%
Value ($000) $803 Shares 43,247 Est. Cost $16.79 Unrealized
HERD PACER FDS TR 0.4%
Value ($000) $792 Shares 21,300 Est. Cost $33.44 Unrealized
BITO PROSHARES TR 0.4%
Value ($000) $786 Shares 34,925 Est. Cost $32.30 Unrealized
DECK DECKERS OUTDOOR CORP 0.4%
Value ($000) $782 Shares 808 Est. Cost $139.14 Unrealized +10.6%
GLD SPDR GOLD TR 0.4%
Value ($000) $759 Shares 3,528 Est. Cost $190.65 Unrealized
PYLD PIMCO ETF TR 0.4%
Value ($000) $757 Shares 29,536 Est. Cost $25.67 Unrealized
SUPER MICRO COMPUTER INC 0.4%
Value ($000) $755 Shares 922 Est. Cost $977.35 Unrealized
IWF ISHARES TR 0.4%
Value ($000) $750 Shares 2,058 Est. Cost $349.06 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.4%
Value ($000) $747 Shares 707 Est. Cost $61.87 Unrealized +11.7%
SCHA SCHWAB STRATEGIC TR 0.4%
Value ($000) $716 Shares 15,085 Est. Cost $47.24 Unrealized
SLV ISHARES SILVER TR 0.3%
Value ($000) $703 Shares 26,455 Est. Cost $26.57 Unrealized
OKTA OKTA INC 0.3%
Value ($000) $703 Shares 7,505 Est. Cost $94.67 Unrealized 0.0%
JPM JPMORGAN CHASE & CO. 0.3%
Value ($000) $684 Shares 3,380 Est. Cost $130.57 Unrealized +44.9%
DASH DOORDASH INC 0.3%
Value ($000) $679 Shares 6,245 Est. Cost $119.56 Unrealized +0.8%
EMR EMERSON ELEC CO 0.3%
Value ($000) $674 Shares 6,115 Est. Cost $95.16 Unrealized +12.9%
AMD ADVANCED MICRO DEVICES INC 0.3%
Value ($000) $673 Shares 4,148 Est. Cost $152.55 Unrealized +5.5%
OSCR OSCAR HEALTH INC 0.3%
Value ($000) $630 Shares 39,804 Est. Cost $13.98 Unrealized +31.5%
BBMC J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $629 Shares 7,143 Est. Cost $91.30 Unrealized
NOBL PROSHARES TR 0.3%
Value ($000) $627 Shares 6,523 Est. Cost $89.78 Unrealized
TSLA TESLA INC 0.3%
Value ($000) $625 Shares 3,160 Est. Cost $189.05 Unrealized -7.6%
IWB ISHARES TR 0.3%
Value ($000) $618 Shares 2,075 Est. Cost $297.60 Unrealized
MESO MESOBLAST LTD 0.3%
Value ($000) $614 Shares 90,165 Est. Cost $5.27 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.3%
Value ($000) $608 Shares 1,586 Est. Cost $157.97 Unrealized +110.5%
PIMCO CORPORATE & INCOME OPP 0.3%
Value ($000) $596 Shares 41,638 Est. Cost $13.98 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.3%
Value ($000) $593 Shares 2,286 Est. Cost $236.41 Unrealized +3.4%
ISRG INTUITIVE SURGICAL INC 0.3%
Value ($000) $592 Shares 1,330 Est. Cost $398.28 Unrealized 0.0%
VRTX VERTEX PHARMACEUTICALS INC 0.3%
Value ($000) $582 Shares 1,242 Est. Cost $434.05 Unrealized 0.0%
BIL SPDR SER TR 0.3%
Value ($000) $580 Shares 6,318 Est. Cost $91.74 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $570 Shares 6,785 Est. Cost $84.04 Unrealized
PNC PNC FINL SVCS GROUP INC 0.3%
Value ($000) $569 Shares 3,660 Est. Cost $141.78 Unrealized +3.4%
NFLX NETFLIX INC 0.3%
Value ($000) $568 Shares 842 Est. Cost $56.38 Unrealized +10.8%
CMG CHIPOTLE MEXICAN GRILL INC 0.3%
Value ($000) $554 Shares 8,850 Est. Cost $61.98 Unrealized +0.2%
SPLV INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $550 Shares 8,475 Est. Cost $63.83 Unrealized
XYZ BLOCK INC 0.3%
Value ($000) $549 Shares 8,515 Est. Cost $62.23 Unrealized +12.4%
TFC TRUIST FINL CORP 0.3%
Value ($000) $545 Shares 14,024 Est. Cost $37.08 Unrealized -5.8%
BUFQ FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $530 Shares 17,934 Est. Cost $27.46 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $528 Shares 10,456 Est. Cost $50.27 Unrealized
SCHD SCHWAB STRATEGIC TR 0.2%
Value ($000) $504 Shares 6,484 Est. Cost $75.11 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value ($000) $495 Shares 19,535 Est. Cost $10.77 Unrealized +109.0%
ABNB AIRBNB INC 0.2%
Value ($000) $481 Shares 3,175 Est. Cost $131.72 Unrealized +16.0%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $477 Shares 1,784 Est. Cost $191.19 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $470 Shares 2,859 Est. Cost $146.31 Unrealized
CEG CONSTELLATION ENERGY CORP 0.2%
Value ($000) $467 Shares 2,334 Est. Cost $140.32 Unrealized +43.9%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $464 Shares 853 Est. Cost $396.12 Unrealized
PAVE GLOBAL X FDS 0.2%
Value ($000) $461 Shares 12,450 Est. Cost $32.03 Unrealized
NOW SERVICENOW INC 0.2%
Value ($000) $458 Shares 582 Est. Cost $105.47 Unrealized +39.1%
ZS ZSCALER INC 0.2%
Value ($000) $455 Shares 2,368 Est. Cost $177.98 Unrealized 0.0%
SERIES PORTFOLIOS TR 0.2%
Value ($000) $449 Shares 14,960 Est. Cost $30.01 Unrealized
MU MICRON TECHNOLOGY INC 0.2%
Value ($000) $431 Shares 3,275 Est. Cost $92.26 Unrealized +35.7%
AUGT AIM ETF PRODUCTS TRUST 0.2%
Value ($000) $429 Shares 14,765 Est. Cost $24.62 Unrealized
NICE NICE LTD 0.2%
Value ($000) $426 Shares 2,475 Est. Cost $244.14 Unrealized
DIS DISNEY WALT CO 0.2%
Value ($000) $425 Shares 4,282 Est. Cost $94.00 Unrealized +12.2%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.2%
Value ($000) $420 Shares 2,415 Est. Cost $140.90 Unrealized
OXY OCCIDENTAL PETE CORP 0.2%
Value ($000) $418 Shares 6,636 Est. Cost $62.02 Unrealized 0.0%
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $415 Shares 1,108 Est. Cost $303.32 Unrealized
BUG GLOBAL X FDS 0.2%
Value ($000) $402 Shares 13,603 Est. Cost $21.23 Unrealized
RTX RTX CORPORATION 0.2%
Value ($000) $388 Shares 3,866 Est. Cost $85.94 Unrealized +16.5%
DOCU DOCUSIGN INC 0.2%
Value ($000) $388 Shares 7,250 Est. Cost $49.45 Unrealized +14.0%
PFF ISHARES TR 0.2%
Value ($000) $388 Shares 12,285 Est. Cost $31.55 Unrealized
ES EVERSOURCE ENERGY 0.2%
Value ($000) $384 Shares 6,763 Est. Cost $68.80 Unrealized -20.1%
AXON AXON ENTERPRISE INC 0.2%
Value ($000) $381 Shares 1,296 Est. Cost $298.42 Unrealized 0.0%
TTD THE TRADE DESK INC 0.2%
Value ($000) $380 Shares 3,895 Est. Cost $76.90 Unrealized +17.3%
WMT WALMART INC 0.2%
Value ($000) $376 Shares 5,551 Est. Cost $53.49 Unrealized +15.8%
DDOG DATADOG INC 0.2%
Value ($000) $372 Shares 2,870 Est. Cost $120.98 Unrealized 0.0%
SIL GLOBAL X FDS 0.2%
Value ($000) $352 Shares 11,292 Est. Cost $31.19 Unrealized
PSCW PACER FDS TR 0.2%
Value ($000) $346 Shares 14,050 Est. Cost $24.61 Unrealized
DVN DEVON ENERGY CORP NEW 0.2%
Value ($000) $345 Shares 7,272 Est. Cost $50.81 Unrealized -7.0%
SERIES PORTFOLIOS TR 0.2%
Value ($000) $344 Shares 9,460 Est. Cost $36.40 Unrealized
FSIG FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $341 Shares 18,220 Est. Cost $18.91 Unrealized
CAFG PACER FDS TR 0.2%
Value ($000) $334 Shares 14,120 Est. Cost $22.69 Unrealized
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $333 Shares 981 Est. Cost $157.74 Unrealized -5.2%
BROS DUTCH BROS INC 0.2%
Value ($000) $331 Shares 8,000 Est. Cost $34.36 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $329 Shares 808 Est. Cost $365.70 Unrealized +11.7%
TOST TOAST INC 0.2%
Value ($000) $328 Shares 12,730 Est. Cost $24.17 Unrealized 0.0%
MDB MONGODB INC 0.2%
Value ($000) $325 Shares 1,300 Est. Cost $399.77 Unrealized -21.0%
SOXX ISHARES TR 0.2%
Value ($000) $318 Shares 1,287 Est. Cost $246.71 Unrealized
V VISA INC 0.2%
Value ($000) $316 Shares 1,205 Est. Cost $219.80 Unrealized +23.2%
GOOG ALPHABET INC 0.2%
Value ($000) $316 Shares 1,724 Est. Cost $143.27 Unrealized +17.9%
OIH VANECK ETF TRUST 0.2%
Value ($000) $316 Shares 999 Est. Cost $281.34 Unrealized
VUZI VUZIX CORP 0.2%
Value ($000) $310 Shares 229,800 Est. Cost $1.38 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $303 Shares 1,751 Est. Cost $126.56 Unrealized +31.0%
ARKF ARK ETF TR 0.1%
Value ($000) $302 Shares 10,825 Est. Cost $27.86 Unrealized
KNSL KINSALE CAP GROUP INC 0.1%
Value ($000) $301 Shares 780 Est. Cost $404.98 Unrealized 0.0%
SDVY FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $296 Shares 8,878 Est. Cost $34.37 Unrealized
BA BOEING CO 0.1%
Value ($000) $295 Shares 1,622 Est. Cost $178.24 Unrealized 0.0%
IWY ISHARES TR 0.1%
Value ($000) $293 Shares 1,365 Est. Cost $196.55 Unrealized
JPIB J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $289 Shares 6,141 Est. Cost $47.68 Unrealized
VRT VERTIV HOLDINGS CO 0.1%
Value ($000) $287 Shares 3,312 Est. Cost $64.99 Unrealized +39.8%
JNUG DIREXION SHS ETF TR 0.1%
Value ($000) $285 Shares 7,652 Est. Cost $33.54 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.1%
Value ($000) $284 Shares 5,845 Est. Cost $48.67 Unrealized
SDGR SCHRODINGER INC 0.1%
Value ($000) $282 Shares 14,570 Est. Cost $23.05 Unrealized 0.0%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $277 Shares 1,771 Est. Cost $140.86 Unrealized +5.3%
DOCS DOXIMITY INC 0.1%
Value ($000) $270 Shares 9,650 Est. Cost $28.45 Unrealized -7.3%
COHEN & STEERS INFRASTRUCTUR 0.1%
Value ($000) $266 Shares 11,824 Est. Cost $23.26 Unrealized
GATX GATX CORP 0.1%
Value ($000) $265 Shares 2,001 Est. Cost $98.60 Unrealized +30.2%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $263 Shares 1,353 Est. Cost $176.27 Unrealized 0.0%
CIBR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $262 Shares 4,640 Est. Cost $56.42 Unrealized
AGZ ISHARES TR 0.1%
Value ($000) $259 Shares 2,402 Est. Cost $107.62 Unrealized
SEIX VIRTUS ETF TR II 0.1%
Value ($000) $258 Shares 10,809 Est. Cost $23.83 Unrealized
FELC FIDELITY COVINGTON TRUST 0.1%
Value ($000) $255 Shares 8,324 Est. Cost $29.51 Unrealized
SPYM SPDR SER TR 0.1%
Value ($000) $244 Shares 3,808 Est. Cost $61.53 Unrealized
DOCN DIGITALOCEAN HLDGS INC 0.1%
Value ($000) $238 Shares 6,840 Est. Cost $36.87 Unrealized -3.4%
PXJ INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $238 Shares 7,435 Est. Cost $31.96 Unrealized
AIQ GLOBAL X FDS 0.1%
Value ($000) $237 Shares 6,651 Est. Cost $35.63 Unrealized
XLC SELECT SECTOR SPDR TR 0.1%
Value ($000) $237 Shares 2,763 Est. Cost $85.66 Unrealized
IHG INTERCONTINENTAL HOTELS GROU 0.1%
Value ($000) $235 Shares 2,215 Est. Cost $105.95 Unrealized
XNTK SPDR SER TR 0.1%
Value ($000) $234 Shares 1,197 Est. Cost $195.18 Unrealized
ATNM ACTINIUM PHARMACEUTICALS INC 0.1%
Value ($000) $229 Shares 31,000 Est. Cost $8.23 Unrealized 0.0%
PINK SIMPLIFY EXCHANGE TRADED FUN 0.1%
Value ($000) $227 Shares 7,242 Est. Cost $31.40 Unrealized
SHLD GLOBAL X FDS 0.1%
Value ($000) $227 Shares 6,854 Est. Cost $33.13 Unrealized
MGV VANGUARD WORLD FD 0.1%
Value ($000) $226 Shares 1,903 Est. Cost $119.49 Unrealized
MCO MOODYS CORP 0.1%
Value ($000) $224 Shares 533 Est. Cost $341.78 Unrealized +15.0%
MTUM ISHARES TR 0.1%
Value ($000) $222 Shares 1,138 Est. Cost $194.87 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $219 Shares 1,364 Est. Cost $160.41 Unrealized
PIMCO DYNAMIC INCOME FD 0.1%
Value ($000) $217 Shares 11,557 Est. Cost $18.81 Unrealized
O REALTY INCOME CORP 0.1%
Value ($000) $212 Shares 4,019 Est. Cost $52.23 Unrealized -6.9%
WING WINGSTOP INC 0.1%
Value ($000) $210 Shares 498 Est. Cost $384.30 Unrealized 0.0%
PROSHARES TR 0.1%
Value ($000) $210 Shares 25,413 Est. Cost $27.54 Unrealized
CW CURTISS WRIGHT CORP 0.1%
Value ($000) $207 Shares 763 Est. Cost $266.24 Unrealized 0.0%
QJUN FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $201 Shares 7,585 Est. Cost $26.47 Unrealized
SOUN SOUNDHOUND AI INC 0.1%
Value ($000) $194 Shares 49,020 Est. Cost $4.64 Unrealized 0.0%
NUVEEN AMT FREE MUN CR INC F 0.1%
Value ($000) $141 Shares 11,290 Est. Cost $11.73 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $130 Shares 800 Est. Cost $152.55 Unrealized +5.5%
DDOG DATADOG INC 0.0%
Value ($000) $91 Shares 700 Est. Cost $120.98 Unrealized 0.0%
MVIS MICROVISION INC DEL 0.0%
Value ($000) $83 Shares 78,149 Est. Cost $3.10 Unrealized -57.5%
DDOG DATADOG INC 0.0%
Value ($000) $65 Shares 500 Est. Cost $120.98 Unrealized 0.0%
XYZ BLOCK INC 0.0%
Value ($000) $32 Shares 500 Est. Cost $62.23 Unrealized +12.4%
ADAPY ADAPTIMMUNE THERAPEUTICS PLC 0.0%
Value ($000) $26 Shares 26,620 Est. Cost $1.46 Unrealized