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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Prosperity Wealth Management, Inc.

Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001172661-24-002469

Total Value
$211.1M
Positions
168
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (168)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS92290836361,818$29.7M14.08%
2INVESCO QQQ TRIVZ57,270$25.4M12.05%
3SCHWAB STRATEGIC TR808524201256,669$15.9M7.55%
4PROSHARES TR74347X831218,311$13.4M6.37%
5SCHWAB STRATEGIC TR808524300101,500$9.4M4.46%
6MICROSOFT CORPMSFT18,689$7.9M3.73%
7APPLE INCAAPL25,747$4.4M2.09%
8PROSHARES TR74347X86455,670$3.9M1.86%
9INVESCO EXCH TRD SLF IDX FDIVZ79,882$3.8M1.80%
10AMAZON COM INCAMZN19,485$3.5M1.67%
11ISHARES TR46436E71834,561$3.5M1.65%
12STRATEGY SHSSTRD86,312$3.3M1.57%
13PROCTER AND GAMBLE CO74271810914,977$2.4M1.15%
14NVIDIA CORPORATIONNVDA2,646$2.4M1.13%
15SELECT SECTOR SPDR TR81369Y80310,328$2.2M1.02%
16WYNN RESORTS LTDWYNN19,740$2.0M0.96%
17CELSIUS HLDGS INCCELH24,048$2.0M0.94%
18J P MORGAN EXCHANGE TRADED F46641Q33233,273$1.9M0.91%
19VANGUARD SCOTTSDALE FDS92206C68020,872$1.8M0.86%
20SIMPLIFY EXCHANGE TRADED FUN82889N63266,995$1.6M0.77%
21ISHARES TR46428750725,937$1.6M0.75%
22ARK ETF TR00214Q40118,754$1.6M0.74%
23NUVEEN S&P 500 BUY-WRITE INCNU116,262$1.5M0.73%
24PACER FDS TR69374H65938,460$1.5M0.72%
25PROSHARES TR74347G41659,882$1.5M0.71%
26EXXON MOBIL CORPXOM12,638$1.5M0.70%
27TARGA RES CORPTRGP12,751$1.4M0.68%
28VANGUARD WORLD FD9219108164,859$1.4M0.66%
29CROWDSTRIKE HLDGS INCCRWD4,161$1.3M0.63%
30DRAFTKINGS INC NEWDKNG26,859$1.2M0.58%
31SHOPIFY INCSHOP15,340$1.2M0.56%
32SCHWAB STRATEGIC TR80852460723,958$1.2M0.56%
33ARK ETF TR00214Q30240,515$1.2M0.55%
34PROSHARES TR74347G44034,950$1.1M0.53%
35DIREXION SHS ETF TR25460E22448,842$1.1M0.51%
36J P MORGAN EXCHANGE TRADED F46641Q83720,486$1.0M0.49%
37ISHARES TR4642872001,797$944,9530.45%
38DIREXION SHS ETF TR25460E23255,426$930,5990.44%
39ALPHABET INCGOOG6,115$922,9370.44%
40META PLATFORMS INCMETA1,875$910,4630.43%
41ARISTA NETWORKS INCANET3,090$896,0380.42%
42NOVO-NORDISK A SNONOF6,454$828,6940.39%
43SPDR GOLD TRGLD3,957$814,0340.39%
44OREILLY AUTOMOTIVE INC67103H107712$803,7630.38%
45SIMPLIFY EXCHANGE TRADED FUN82889N72336,465$781,4460.37%
46E L F BEAUTY INCELF3,950$774,3190.37%
47SUPER MICRO COMPUTER INCSMCI764$771,6630.37%
48ASML HOLDING N VASMLF780$756,9670.36%
49DECKERS OUTDOOR CORPDECK780$734,1830.35%
50ARCH CAP GROUP LTDG0450A1057,890$729,3520.35%
51SPDR SER TR78468R10124,709$714,5860.34%
52PALO ALTO NETWORKS INCPANW2,409$684,4690.32%
53JPMORGAN CHASE & COVYLD3,388$678,6010.32%
54PROSHARES TR74348A4676,553$664,5640.31%
55UBER TECHNOLOGIES INCUBER8,253$635,3980.30%
56BARCLAYS BANK PLC06748F32448,945$634,8170.30%
57PIMCO ETF TR72201R58524,372$627,8180.30%
58MONGODB INCMDB1,675$600,7220.28%
59DEVON ENERGY CORP NEW25179M10311,830$593,6080.28%
60INVESCO EXCH TRADED FD TR IIIVZ8,951$589,6150.28%
61GALLAGHER ARTHUR J & CO3635761092,331$582,8430.28%
62OSCAR HEALTH INCOSCR37,415$556,3610.26%
63ISHARES TR4642885137,154$556,0800.26%
64TRUIST FINL CORP89832Q10914,024$546,6560.26%
65SPDR SER TR78468R6635,889$540,6100.26%
66FORTINET INCFTNT7,795$532,4760.25%
67NETFLIX INCNFLX871$528,9840.25%
68PACER FDS TR69374H35221,950$528,3500.25%
69NICE LTDNCSYF2,015$525,1490.25%
70DISNEY WALT CO2546871064,289$524,8510.25%
71AIRBNB INCABNB3,150$519,6240.25%
72ELI LILLY & COLLY649$504,8960.24%
73FIRST TR EXCHNG TRADED FD VI33740U75217,809$504,5290.24%
74SCHWAB STRATEGIC TR8085247976,165$497,0980.24%
75INVESCO EXCHANGE TRADED FD TIVZ2,905$492,0200.23%
76SERVICENOW INCNOW642$489,4610.23%
77J P MORGAN EXCHANGE TRADED F46641Q3405,286$488,6910.23%
78AIM ETF PRODUCTS TRUST00888H72917,413$487,1200.23%
79SPDR S&P 500 ETF TRSPY929$485,9010.23%
80ARM HOLDINGS PLC0420682053,830$478,7120.23%
81CONSTELLATION ENERGY CORPCEG2,577$476,2890.23%
82VANGUARD INDEX FDS9229087691,784$463,5530.22%
83VANECK ETF TRUST92189F6762,060$463,4220.22%
84GLOBAL X FDS37954Y38415,438$459,2830.22%
85NEXTRACKER INCNXT8,100$455,7870.22%
86PALANTIR TECHNOLOGIES INCPLTR18,150$417,6320.20%
87TESLA INCTSLA2,373$417,2010.20%
88BLOCK INCBSQKZ4,907$415,0340.20%
89PIMCO CORPORATE & INCOME OPPPTY26,923$400,3450.19%
90EVERSOURCE ENERGYES6,671$398,7440.19%
91CYBERARK SOFTWARE LTDM2682V1081,485$394,4610.19%
92ISHARES TR4642876141,158$390,3040.18%
93MESOBLAST LTDMEOBF77,350$387,5240.18%
94FIRST TR EXCHANGE-TRADED FD33738D79618,825$387,2300.18%
95RTX CORPORATIONRTX3,895$379,8790.18%
96UIPATH INCPATH16,650$377,4560.18%
97VANGUARD INDEX FDS9229087361,084$373,2590.18%
98EMERSON ELEC COEMR3,215$364,6090.17%
99WALMART INCWMT6,000$361,0470.17%
100MICRON TECHNOLOGY INCMU3,050$359,5650.17%
101INTERNATIONAL BUSINESS MACHSINTR1,878$358,6230.17%
102DOCUSIGN INCDOCU5,770$343,6040.16%
103VANECK ETF TRUST92189H6071,019$342,7200.16%
104BERKSHIRE HATHAWAY INC DELBRK-A808$339,7800.16%
105VISA INCV1,205$336,2910.16%
106CHIPOTLE MEXICAN GRILL INCCMG114$331,3720.16%
107FIRST TR EXCHANGE-TRADED FD33738D80417,375$326,1290.15%
108PNC FINL SVCS GROUP INC6934751051,990$321,5050.15%
109GLOBAL X FDS37954Y65715,742$317,3630.15%
110THE TRADE DESK INC88339J1053,590$313,8380.15%
111BILL HOLDINGS INCBILL4,480$307,8660.15%
112GLOBAL X FDS37954Y6737,384$293,9680.14%
113DOORDASH INCDASH2,108$290,3140.14%
114TAIWAN SEMICONDUCTOR MFG LTD8740391002,105$286,3850.14%
115FIRST TR EXCHANGE-TRADED FD33739Q4084,611$274,9080.13%
116COHEN & STEERS INFRASTRUCTUR19248A10911,589$273,1470.13%
117PROSHARES TR74347G43225,994$272,4170.13%
118GATX CORPGATX2,001$268,1940.13%
119ALPHABET INCGOOG1,724$262,4960.12%
120J P MORGAN EXCHANGE TRADED F46641Q8525,387$256,5150.12%
121TEXTRON INCTXT2,670$256,1330.12%
122FIRST TR VALUE LINE DIVID IN33734H1066,053$255,6020.12%
123DOXIMITY INCDOCS9,400$252,9540.12%
124VERTIV HOLDINGS COVRT3,039$248,1950.12%
125ISHARES TR4642894381,266$247,0450.12%
126FIDELITY COVINGTON TRUST3160921138,214$242,3080.11%
127STRATEGY SHSSTRD8,469$242,0330.11%
128DIREXION SHS ETF TR25460G8317,231$240,9500.11%
129DREAM FINDERS HOMES INCDFH5,400$236,1420.11%
130DELTA AIR LINES INC DELDAL4,903$234,7070.11%
131SPDR SER TR78464A8543,808$234,3060.11%
132JOHNSON & JOHNSONJNJ1,457$230,5320.11%
133CLOUDFLARE INCNET2,380$230,4550.11%
134CHEVRON CORP NEWCVX1,423$224,4580.11%
135ADVANCED MICRO DEVICES INCAMD1,240$223,8080.11%
136MERCK & CO INCMRK1,686$222,4580.11%
137HOME DEPOT INCHD572$219,6020.10%
138REALTY INCOME CORPO4,019$217,4280.10%
139DIGITALOCEAN HLDGS INCDOCN5,660$216,0990.10%
140VANGUARD WORLD FD9219108401,807$216,0040.10%
141EQT CORPEQT5,718$211,9660.10%
142FIRST TR EXCHANGE-TRADED FD33741X1026,085$211,8800.10%
143MOODYS CORPMCO533$209,4850.10%
144PFIZER INCPFE7,487$207,7640.10%
145PIONEER NAT RES CO723787107780$204,7500.10%
146VERIZON COMMUNICATIONS INCVZ4,852$203,5860.10%
147CLEANSPARK INCCLSKW9,500$201,4950.10%
148MICROVISION INC DELMVIS79,649$146,5540.07%
149NUVEEN AMT FREE MUN CR INC FNU10,756$130,6900.06%
150MONOGRAM ORTHOPAEDICS INC60978610834,400$83,9360.04%
151ADAPTIMMUNE THERAPEUTICS PLCADTI26,620$42,0600.02%
152ADVANCED MICRO DEVICES INCAMD800$1440.00%
153CLOUDFLARE INCNET1,300$1250.00%
154DISNEY WALT CO254687106500$610.00%
155PROSHARES TR74347X831900$550.00%
156UIPATH INCPATH2,100$480.00%
157DRAFTKINGS INC NEWDKNG1,000$450.00%
158THE TRADE DESK INC88339J105500$440.00%
159THE TRADE DESK INC88339J105500$440.00%
160BLOCK INCBSQKZ500$420.00%
161VERTIV HOLDINGS COVRT500$410.00%
162CELSIUS HLDGS INCCELH500$410.00%
163SHOPIFY INCSHOP500$390.00%
164TRUIST FINL CORP89832Q1091,000$390.00%
165CLOUDFLARE INCNET400$390.00%
166UBER TECHNOLOGIES INCUBER500$380.00%
167UIPATH INCPATH1,400$320.00%
168PALANTIR TECHNOLOGIES INCPLTR1,000$230.00%