0001172661-23-003646.txt : 20231107 0001172661-23-003646.hdr.sgml : 20231107 20231107144548 ACCESSION NUMBER: 0001172661-23-003646 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231107 DATE AS OF CHANGE: 20231107 EFFECTIVENESS DATE: 20231107 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: 231383102 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 09-30-2023 09-30-2023 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 11-07-2023 0 116 121064790 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 235447 2431 SH SOLE 0 0 2431 ABBVIE INC COM 00287Y109 651988 4374 SH SOLE 0 0 4374 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1247174 4061 SH SOLE 0 0 4061 ADOBE INC COM 00724F101 391093 767 SH SOLE 0 0 767 ADVANCED MICRO DEVICES INC COM 007903107 269183 2618 SH SOLE 0 0 2618 ADVISORS INNER CIRCLE FD III DEMOCRACY INTERN 00774Q148 636098 28264 SH SOLE 0 0 28264 ALLEGRO MICROSYSTEMS INC COM 01749D105 255392 7996 SH SOLE 0 0 7996 ALPHABET INC CAP STK CL A 02079K305 1964470 15012 SH SOLE 0 0 15012 ALPHABET INC CAP STK CL C 02079K107 629584 4775 SH SOLE 0 0 4775 AMAZON COM INC COM 023135106 1686374 13266 SH SOLE 0 0 13266 AMERICAN CENTY ETF TR SUSTAINABLE GRWT 025072380 1566041 39080 SH SOLE 0 0 39080 AMERICAN CENTY ETF TR US LARGE CAP VLU 025072349 1019893 19360 SH SOLE 0 0 19360 APPLE INC COM 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