StockDriftsStockDriftsTop 50 Prosperity Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 8.76% | 970.7K | $26.1M | +6.48%(+59.08K) | $18.74(+47.22%) | 2025-12-31 | |
| SCHG | SCHWAB STRATEGIC TR | 8.2% | 749.7K | $24.5M | +3.67%(+26.56K) | $20.98(+52.97%) | 2025-12-31 | |
| VOO | VANGUARD INDEX FDS | 5.07% | 24.1K | $15.1M | +0.97%(+231) | $469.03(+37.19%) | 2025-12-31 | |
| QQQ | INVESCO QQQ TR | 4.12% | 20.0K | $12.3M | +3.04%(+591) | $448.79(+42.03%) | 2025-12-31 | |
| MSFT | MICROSOFT CORP | 2.67% | 16.5K | $8.0M | -4.15%(-713) | $265.82(+54.70%) | 2025-12-31 | |
| NVDA | NVIDIA CORPORATION | 2.53% | 40.5K | $7.5M | -1.61%(-663) | $78.85(+152.21%) | 2025-12-31 | |
| IUS | INVESCO EXCH TRD SLF IDX FD | 2.36% | 123.1K | $7.0M | -4.41%(-5.68K) | $41.85(+45.25%) | 2025-12-31 | |
| AMZN | AMAZON COM INC | 1.94% | 25.0K | $5.8M | +6.61%(+1.55K) | $144.16(+72.38%) | 2025-12-31 | |
| SPHY | SPDR SERIES TRUST | 1.78% | 223.9K | $5.3M | -3.56%(-8.27K) | $23.54(+0.11%) | 2025-12-31 | |
| AAPL | APPLE INC | 1.65% | 18.1K | $4.9M | -0.72%(-131) | $140.10(+90.17%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +33.63% | +138.61% |
| Top 20 Holdings Unweighted | +25.23% | +96.39% |
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