Chief Compliance Officer

0001172661-23-003249.txt : 20230912 0001172661-23-003249.hdr.sgml : 20230912 20230912161228 ACCESSION NUMBER: 0001172661-23-003249 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230912 DATE AS OF CHANGE: 20230912 EFFECTIVENESS DATE: 20230912 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Prosperity Wealth Management, Inc. CENTRAL INDEX KEY: 0001991463 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: 231250224 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 false false 0001991463 XXXXXXXX 06-30-2023 06-30-2023 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 09-12-2023 0 156 154509189 INFORMATION TABLE 2 infotable.xml ADAPTIMMUNE THERAPEUTICS PLC SPONDS ADR 00653A107 28324 30620 SH SOLE 30620 0 0 ADVANCED MICRO DEVICES INC COM 007903107 201735 1771 SH SOLE 1771 0 0 AIRBNB INC COM CL A 009066101 479318 3740 SH SOLE 3740 0 0 ALPHABET INC CAP STK CL A 02079K305 576116 4813 SH SOLE 4813 0 0 ALPHABET INC CAP STK CL C 02079K107 286941 2372 SH SOLE 2372 0 0 AMAZON COM INC COM 023135106 2369163 18174 SH SOLE 18174 0 0 APPLE INC COM 037833100 5063827 26106 SH SOLE 26106 0 0 ARISTA NETWORKS INC COM 040413106 329306 2032 SH SOLE 2032 0 0 ARK ETF TR AUTNMUS TECHNLGY 00214Q203 343232 6090 SH SOLE 6090 0 0 ARK ETF TR FINTECH INNOVA 00214Q708 224992 10760 SH SOLE 10760 0 0 ARK ETF TR GENOMIC REV ETF 00214Q302 652108 19129 SH SOLE 19129 0 0 ARK ETF TR NEXT GNRTN INTER 00214Q401 884707 15095 SH SOLE 15095 0 0 AT&T INC COM 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361448103 257609 2001 SH SOLE 2001 0 0 GENERAC HLDGS INC COM 368736104 36388 244 SH SOLE 244 0 0 GENERAC HLDGS INC COM 368736104 29826 200 SH Call SOLE 200 0 0 GENERAC HLDGS INC COM 368736104 298260 2000 SH Put SOLE 2000 0 0 GITLAB INC CLASS A COM 37637K108 66443 1300 SH SOLE 1300 0 0 GITLAB INC CLASS A COM 37637K108 137997 2700 SH Put SOLE 2700 0 0 GLOBAL X FDS CYBRSCURTY ETF 37954Y384 727194 29975 SH SOLE 29975 0 0 GLOBAL X FDS DOW 30 COVERED C 37960A859 526410 23787 SH SOLE 23787 0 0 GLOBAL X FDS NASDAQ 100 COVER 37954Y483 484536 27298 SH SOLE 27298 0 0 GLOBAL X FDS RUSSELL 2000 37954Y459 538515 29769 SH SOLE 29769 0 0 GLOBAL X FDS TELMDC&DIG ETF 37954Y285 343085 29500 SH SOLE 29500 0 0 GLOBAL X FDS US INFR DEV ETF 37954Y673 317349 10097 SH SOLE 10097 0 0 GLOBAL X FDS US PFD ETF 37954Y657 516067 26615 SH SOLE 26615 0 0 GRAINGER W W INC COM 384802104 208976 265 SH SOLE 265 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 206870 1546 SH SOLE 1546 0 0 INTUITIVE SURGICAL INC COM NEW 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241925 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 314687 1810 SH SOLE 1810 0 0 SERVICENOW INC COM 81762P102 292224 520 SH SOLE 520 0 0 SHOPIFY INC CL A 82509L107 1067515 16525 SH SOLE 16525 0 0 SHOPIFY INC CL A 82509L107 251940 3900 SH Call SOLE 3900 0 0 SHOPIFY INC CL A 82509L107 239020 3700 SH Put SOLE 3700 0 0 SIMPLIFY EXCHANGE TRADED FUN AGGREGATE BOND P 82889N723 239933 10657 SH SOLE 10657 0 0 SNOWFLAKE INC CL A 833445109 347209 1973 SH SOLE 1973 0 0 SOFI TECHNOLOGIES INC COM 83406F102 170970 20500 SH SOLE 20500 0 0 SOUNDHOUND AI INC CLASS A COM 836100107 248885 54700 SH SOLE 54700 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1680737 3792 SH SOLE 3792 0 0 SPDR SER TR PORTFOLIO SH TSR 78468R101 228065 7922 SH SOLE 7922 0 0 STARBUCKS CORP COM 855244109 200993 2029 SH SOLE 2029 0 0 STMICROELECTRONICS N V NY REGISTRY 861012102 351564 7033 SH SOLE 7033 0 0 STONECO LTD COM CL A G85158106 177086 13900 SH SOLE 13900 0 0 TARGA RES CORP COM 87612G101 962741 12651 SH SOLE 12651 0 0 TESLA 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