0001172661-24-002467.txt : 20240515
0001172661-24-002467.hdr.sgml : 20240515
20240515151059
ACCESSION NUMBER: 0001172661-24-002467
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240515
DATE AS OF CHANGE: 20240515
EFFECTIVENESS DATE: 20240515
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Prosperity Financial Group, Inc.
CENTRAL INDEX KEY: 0001991334
ORGANIZATION NAME:
IRS NUMBER: 911827101
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-23384
FILM NUMBER: 24949652
BUSINESS ADDRESS:
STREET 1: 2333 SAN RAMON VALLEY BLVD.
STREET 2: STE 200
CITY: SAN RAMON
STATE: CA
ZIP: 94583
BUSINESS PHONE: 925-314-8500
MAIL ADDRESS:
STREET 1: 2333 SAN RAMON VALLEY BLVD.
STREET 2: STE 200
CITY: SAN RAMON
STATE: CA
ZIP: 94583
13F-HR
1
primary_doc.xml
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0001991334
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03-31-2024
03-31-2024
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Prosperity Financial Group, Inc.
2333 San Ramon Valley Blvd.
Ste 200
San Ramon
CA
94583
13F HOLDINGS REPORT
028-23384
000145540
801-100511
N
Elliot Kallen
Chief Compliance Officer
925-314-8500
/s/ Elliot Kallen
San Ramon
CA
05-15-2024
0
146
161891632
INFORMATION TABLE
2
infotable.xml
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COM
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OSHARES US QUALT
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COM
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COM
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COM
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COM
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GRAYSCALE BITCOIN TR BTC
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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LARGE CAP CRE
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COM
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COM
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COM
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SAFETY SHOT INC
COM NEW
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SH
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COM
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SAMSARA INC
COM CL A
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SELECT SECTOR SPDR TR
ENERGY
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SELLAS LIFE SCIENCES GROUP I
COM NEW
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SH
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COM
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SHOPIFY INC
CL A
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SOUTHERN CO
COM
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SPDR GOLD TR
GOLD SHS
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PORTFOLIO DEVLPD
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TR UNIT
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PORTFOLI S&P1500
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SPDR SER TR
BLOOMBERG HIGH Y
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SPDR SER TR
PORTFOLIO S&P500
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SPDR SER TR
AEROSPACE DEF
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1435
SPDR SER TR
BLOOMBERG 1-3 MO
78468R663
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SH
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2738
STERLING INFRASTRUCTURE INC
COM
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SOLE
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STRATEGY SHS
DAY HAGAN NED
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TESLA INC
COM
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SH
SOLE
0
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4629
TEXTRON INC
COM
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SH
SOLE
0
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TRANSDIGM GROUP INC
COM
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SH
SOLE
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207
UNITEDHEALTH GROUP INC
COM
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SH
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VANGUARD INDEX FDS
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VALUE ETF
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GROWTH ETF
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SH
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MEGA CAP INDEX
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VIRTUS CONVERTIBLE & INCOME
COM
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SH
SOLE
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VISA INC
COM CL A
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SH
SOLE
0
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4744
WALMART INC
COM
931142103
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SH
SOLE
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11077
WORKDAY INC
CL A
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SH
SOLE
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ZOETIS INC
CL A
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SH
SOLE
0
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4336