0001172661-24-002469.txt : 20240515 0001172661-24-002469.hdr.sgml : 20240515 20240515153020 ACCESSION NUMBER: 0001172661-24-002469 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 Wealth Management, Inc. CENTRAL INDEX KEY: 0001991463 ORGANIZATION NAME: IRS NUMBER: 472626630 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23385 FILM NUMBER: 24949784 BUSINESS ADDRESS: STREET 1: 2333 SAN RAMON VALLEY BLVD. STREET 2: SUITE 200 CITY: SAN RAMON STATE: CA ZIP: 94583 BUSINESS PHONE: 925-791-4444 MAIL ADDRESS: STREET 1: 2333 SAN RAMON VALLEY BLVD. STREET 2: SUITE 200 CITY: SAN RAMON STATE: CA ZIP: 94583 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001991463 XXXXXXXX 03-31-2024 03-31-2024 false Prosperity Wealth Management, Inc.
2333 San Ramon Valley Blvd. Suite 200 San Ramon CA 94583
13F HOLDINGS REPORT 028-23385 000174328 801-101485 N
Elliot Kallen Chief Compliance Officer 925-314-8500 /s/ Elliot Kallen San Ramon CA 05-15-2024 0 168 211073042
INFORMATION TABLE 2 infotable.xml ADAPTIMMUNE THERAPEUTICS PLC SPONDS ADR 00653A107 42060 26620 SH SOLE 26620 0 0 ADVANCED MICRO DEVICES INC COM 007903107 223808 1240 SH SOLE 1240 0 0 ADVANCED MICRO DEVICES INC COM 007903107 144 800 SH Call SOLE 800 0 0 AIM ETF PRODUCTS TRUST ALLIANZIM US LGR 00888H729 487120 17413 SH SOLE 17413 0 0 AIRBNB INC COM CL A 009066101 519624 3150 SH SOLE 3150 0 0 ALPHABET INC CAP STK CL A 02079K305 922937 6115 SH SOLE 6115 0 0 ALPHABET INC CAP STK CL C 02079K107 262496 1724 SH SOLE 1724 0 0 AMAZON COM INC COM 023135106 3514704 19485 SH SOLE 19485 0 0 APPLE INC COM 037833100 4415113 25747 SH SOLE 25747 0 0 ARCH CAP GROUP LTD ORD G0450A105 729352 7890 SH SOLE 7890 0 0 ARISTA NETWORKS INC COM 040413106 896038 3090 SH SOLE 3090 0 0 ARK ETF TR NEXT GNRTN INTER 00214Q401 1562193 18754 SH SOLE 18753 0 0 ARK ETF TR GENOMIC REV ETF 00214Q302 1165211 40515 SH SOLE 40515 0 0 ARM HOLDINGS PLC SPONSORED ADR 042068205 478712 3830 SH SOLE 3830 0 0 ASML HOLDING N V N Y REGISTRY SHS N07059210 756967 780 SH SOLE 780 0 0 BARCLAYS BANK PLC IPTH SR B S&P 06748F324 634817 48945 SH SOLE 48945 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 339780 808 SH SOLE 808 0 0 BILL HOLDINGS INC COM 090043100 307866 4480 SH SOLE 4480 0 0 BLOCK INC CL A 852234103 415034 4907 SH SOLE 4907 0 0 BLOCK INC CL A 852234103 42 500 SH Call SOLE 500 0 0 CELSIUS HLDGS INC COM NEW 15118V207 1994060 24048 SH SOLE 24048 0 0 CELSIUS HLDGS INC COM NEW 15118V207 41 500 SH Put SOLE 500 0 0 CHEVRON CORP NEW COM 166764100 224458 1423 SH SOLE 1422 0 0 CHIPOTLE MEXICAN GRILL INC COM 169656105 331372 114 SH SOLE 114 0 0 CLEANSPARK INC COM NEW 18452B209 201495 9500 SH SOLE 9500 0 0 CLOUDFLARE INC CL A COM 18915M107 39 400 SH Put SOLE 400 0 0 CLOUDFLARE INC CL A COM 18915M107 230455 2380 SH SOLE 2380 0 0 CLOUDFLARE INC CL A COM 18915M107 125 1300 SH Call SOLE 1300 0 0 COHEN & STEERS INFRASTRUCTUR COM 19248A109 273147 11589 SH SOLE 11588 0 0 CONSTELLATION ENERGY CORP COM 21037T109 476289 2577 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