Chief Compliance Officer

0001172661-23-003647.txt : 20231107 0001172661-23-003647.hdr.sgml : 20231107 20231107144641 ACCESSION NUMBER: 0001172661-23-003647 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 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: 231383106 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 09-30-2023 09-30-2023 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 11-07-2023 0 144 155325748 INFORMATION TABLE 2 infotable.xml ADAPTIMMUNE THERAPEUTICS PLC SPONDS ADR 00653A107 23884 30620 SH SOLE 30620 0 0 ADVANCED MICRO DEVICES INC COM 007903107 457755 4452 SH SOLE 4452 0 0 ADVANCED MICRO DEVICES INC COM 007903107 164512 1600 SH Call SOLE 1600 0 0 AIM ETF PRODUCTS TRUST ALLIANZIM US LGR 00888H729 270871 11339 SH SOLE 11339 0 0 AIRBNB INC COM CL A 009066101 521398 3800 SH SOLE 3800 0 0 ALPHABET INC CAP STK CL A 02079K305 688062 5258 SH SOLE 5258 0 0 ALPHABET INC CAP STK CL C 02079K107 457520 3470 SH SOLE 3470 0 0 AMAZON COM INC COM 023135106 2578248 20282 SH SOLE 20282 0 0 APPLE INC COM 037833100 4327594 25277 SH SOLE 25277 0 0 ARISTA NETWORKS INC COM 040413106 376137 2045 SH SOLE 2045 0 0 ARK ETF TR FINTECH INNOVA 00214Q708 229803 11870 SH SOLE 11870 0 0 ARK ETF TR GENOMIC REV ETF 00214Q302 784649 28164 SH SOLE 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CHARLES CORP COM 808513105 10980 200 SH Put SOLE 200 0 0 SCHWAB CHARLES CORP COM 808513105 226463 4125 SH SOLE 4125 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 342652 4842 SH SOLE 4842 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 12720918 251402 SH SOLE 251402 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 7551566 103844 SH SOLE 103844 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 364779 8247 SH SOLE 8247 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 324878 5040 SH SOLE 5040 0 0 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 1122131 35432 SH SOLE 35432 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1727330 10537 SH SOLE 10537 0 0 SERVICENOW INC COM 81762P102 476234 852 SH SOLE 852 0 0 SHOPIFY INC CL A 82509L107 940514 17235 SH SOLE 17235 0 0 SHOPIFY INC CL A 82509L107 201909 3700 SH Call SOLE 3700 0 0 SIMPLIFY EXCHANGE TRADED FUN AGGREGATE BOND E 82889N723 589497 27637 SH SOLE 27637 0 0 SNOWFLAKE INC CL A 833445109 352135 2305 SH SOLE 2305 0 0 SOUNDHOUND AI INC CLASS A 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