Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PROSPERITY WEALTH MANAGEMENT INC | 05-15-2024 | 03-31-2024 | 168 | 211,073,042 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 1 | $29,715,722 | 61,818 | 0.01 | 0.00 | 49,343 | 395.54 | 03-31-2024 |
| INVESCO QQQ TR | UNIT SER 1 | 2 | $25,428,345 | 57,270 | 0.01 | 0.00 | 50,828 | 789.01 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 3 | $15,928,893 | 256,669 | 0.01 | 0.01 | 19,111 | 8.04 | 03-31-2024 |
| PROSHARES TR | ULTRAPRO QQQ | 4 | $13,439,292 | 219,211 | 0.01 | 0.02 | -363,250 | -62.36 | 03-31-2024 |
