0001172661-23-003245.txt : 20230912 0001172661-23-003245.hdr.sgml : 20230912 20230912160536 ACCESSION NUMBER: 0001172661-23-003245 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230912 DATE AS OF CHANGE: 20230912 EFFECTIVENESS DATE: 20230912 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Prosperity Financial Group, Inc. CENTRAL INDEX KEY: 0001991334 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: 231250125 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 X0202 13F-HR LIVE false false false 0001991334 XXXXXXXX 03-31-2023 03-31-2023 false 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 925-314-8500 /s/ Elliot Kallen San Ramon CA 09-12-2023 0 102 98830433 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 251029 2479 SH SOLE 0 0 2479 ABBVIE INC COM 00287Y109 692781 4347 SH SOLE 0 0 4347 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1324729 4635 SH SOLE 0 0 4635 ADOBE SYSTEMS INCORPORATED COM 00724F101 270530 702 SH SOLE 0 0 702 ADVISORS INNER CIRCLE FD III DEMOCRACY INTERN 00774Q148 664880 28722 SH SOLE 0 0 28722 AFFIMED N V COM N01045108 7456 10000 SH SOLE 0 0 10000 ALLEGRO MICROSYSTEMS INC COM 01749D105 340633 7098 SH SOLE 0 0 7098 ALPHABET INC CAP STK CL C 02079K107 472576 4544 SH SOLE 0 0 4544 ALPHABET INC CAP STK CL A 02079K305 1663933 16041 SH SOLE 0 0 16041 AMAZON COM INC COM 023135106 1055830 10222 SH SOLE 0 0 10222 AMERICAN CENTY ETF TR US LARGE CAP VLU 025072349 678457 13274 SH SOLE 0 0 13274 AMERICAN CENTY ETF TR US SML CP VALU 025072877 811549 10958 SH SOLE 0 0 10958 ANAVEX LIFE 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