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  Name: Prosperity Financial Group Inc.
  City: San Ramon
  State: CA
  Zip: 94583
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $144,084,000
  Total Value Change : $23,020,000
  Securities Held Change : 16
   
All Securities Held : 132
  New Positions : 19
  Closed Positions : 7
  Increased Positions : 62
  Unchanged Positions : 11
  Decreased Positions : 40

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Holdings Found : 18     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (JNK)1 Year Chart         JNK Spdr Lehman Hyb Etf 6 New $94.21 $5,245,000 55,369 3.64% 5,245,000 55,369 0.047    Closed - End Fund - E...
   (PLTR)1 Year Chart         PLTR Palantir Technologies Inc 46 New $21.56 $759,000 44,200 0.53% 759,000 44,200 0.003    N/A
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 67 New $59.28 $468,000 1,690 0.32% 468,000 1,690 0.001    Closed - End Fund - E...
   (AVUS)1 Year Chart         AVUS Avantis Us Equity Etf 69 New $0.00 $465,000 5,701 0.32% 465,000 5,701 0.006    N/A
   (RSG)1 Year Chart         RSG Republic Services Inc 73 New $187.33 $435,000 2,638 0.3% 435,000 2,638 0.001    Waste Management
   (GOVT)1 Year Chart         GOVT Ishares Barclays Us Treasur... 80 New $0.00 $405,000 17,581 0.28% 405,000 17,581 0    N/A
   (QGRO)1 Year Chart         QGRO American Century Stoxx Us Q... 85 New $84.94 $364,000 4,779 0.25% 364,000 4,779 0.005    N/A
   (XLE)1 Year Chart         XLE SPDR Energy Sector 90 New $93.10 $316,000 3,768 0.22% 316,000 3,768 0    Closed - End Fund - E...
   (SHY)1 Year Chart         SHY Ishares Barclays 1-3 Treasu... 92 New $81.28 $314,000 3,830 0.22% 314,000 3,830 0    Closed - End Fund - E...
   (FTY)1 Year Chart         FTY iShares Trust 95 New $51.12 $291,000 5,356 0.2% 291,000 5,356 0.006    Closed - End Fund - Debt
   (IBM)1 Year Chart         IBM International Business Mach... 101 New $169.90 $264,000 1,614 0.18% 264,000 1,614 0    Diversified Computer ...
   (WDAY)1 Year Chart         WDAY Workday, Inc. 103 New $249.63 $255,000 924 0.18% 255,000 924 0    Application Software
   (LRCX)1 Year Chart         LRCX Lam Research Corp 108 New $913.28 $240,000 307 0.17% 240,000 307 0    Semiconductor Equipme...
   (BA)1 Year Chart         BA Boeing Co 111 New $180.35 $237,000 908 0.16% 237,000 908 0    Aerospace/Defense - M...
   (DPZ)1 Year Chart         DPZ Dominos Pizza Inc 116 New $516.67 $218,000 529 0.15% 218,000 529 0.001    Food Wholesale
   (IWV)1 Year Chart         IWV iShares Tr Russell 3000 Indx 117 New $295.77 $214,000 783 0.15% 214,000 783 0.002    Closed - End Fund - E...
   (CLSK)1 Year Chart         CLSK Cleanspark Ord Shs 125 New $16.37 $126,000 11,385 0.09% 126,000 11,385 0.015    N/A
   (FSR)1 Year Chart         FSR Fisker Inc. 131 New $0.04 $30,000 17,200 0.02% 30,000 17,200 0.142    N/A
      18 Records Found
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