Prospect Financial Services LLC Purchases in Q1 2025

Prospect Financial Services LLC

  • $180 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
62.4K
+ 51.48%
$73.11 - $77.43 $4.56M - $4.83M
184K $13.9B
VCIT
Vanguard Intermediate Term Cor

ETFs
27.2K
+ 40.75%
$79.17 - $82.04 $2.15M - $2.23M
93.9K $7.68B
XLV
Select Sector Spdr Fund Health

ETFs
12.5K
+ 113.38%
$137.61 - $149.68 $1.72M - $1.87M
23.5K $3.42B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.09K
+ 71.69%
$507.05 - $563.67 $1.57M - $1.74M
7.4K $3.8B
BIDU
Baidu, Inc.

Communication Services
13.3K
+ 139.5%
$77.43 - $102.51 $1.03M - $1.36M
22.8K $2.1B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
5.74K
New
$126.11 - $135.06 $724K - $776K
5.74K $740M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
6.79K
+ 27.11%
$65.44 - $70.64 $445K - $480K
31.9K $2.18B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
16.9K
+ 29.25%
$27.01 - $28.54 $456K - $482K
74.6K $2.09B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
6.4K
New
$64.88 - $72.1 $415K - $461K
6.4K $421M
IWY
Ishares Tr Russell 200 Growth

ETFs
2.12K
+ 138.77%
$210.19 - $243.33 $445K - $516K
3.65K $769M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
6.4K
+ 23.48%
$69.69 - $79.99 $446K - $512K
33.6K $2.4B
Ishares Bitcoin Trust ETF
6.95K
New
N/A
6.95K $325M
PDD
Pinduoduo Inc.

Consumer Cyclical
2.44K
New
$94.68 - $131.34 $231K - $320K
2.44K $289M
SCHG
Schwab Strategic Tr Us Large C

ETFs
11.1K
New
$24.91 - $29.02 $276K - $321K
11.1K $277M
SPY
Spdr S&P 500 ETF Trust

ETFs
597
+ 26.18%
$551.42 - $612.93 $329K - $366K
2.88K $1.61B
JNJ
Johnson & Johnson

Healthcare
1.61K
New
$142.06 - $167.7 $229K - $271K
1.61K $268M
MELI
Mercadolibre Inc

Consumer Cyclical
100
+ 41.67%
$1739.0 - $2260.0 $174K - $226K
340 $663M
GS
Goldman Sachs Group Inc

Financial Services
460
New
$524.81 - $672.19 $241K - $309K
460 $251M
UBER
Uber Technologies, Inc

Technology
1.84K
+ 22.08%
$63.17 - $81.49 $116K - $150K
10.2K $741M
VB
Vanguard Small Cap ETF

ETFs
980
New
$217.89 - $252.64 $214K - $248K
980 $217M
Cava Group Inc
2.43K
New
N/A
2.43K $210M
FXI
Ishares Tr

ETFs
4.5K
+ 55.83%
$28.65 - $38.55 $129K - $173K
12.6K $450M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
11.8K
+ 20.98%
$19.14 - $20.15 $227K - $239K
68.3K $1.3B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3.81K
+ 46.03%
$49.78 - $53.19 $190K - $203K
12.1K $618M
ORCL
Oracle Corp

Technology
1.5K
+ 119.12%
$139.81 - $186.47 $209K - $279K
2.75K $385M
JD
Jd.Com, Inc.

Consumer Cyclical
2.53K
+ 23.09%
$33.1 - $45.21 $83.6K - $114K
13.5K $554M
LLY
Eli Lilly & CO

Healthcare
61
+ 3.5%
$725.72 - $929.72 $44.3K - $56.7K
1.8K $1.49B
SNAP
Snap Inc

Communication Services
11.4K
New
$8.37 - $12.57 $95.7K - $144K
11.4K $99.6M
EMQQ
Emqq Emerging Markets Internet

ETFs
1.55K
+ 17.77%
$33.17 - $40.71 $51.2K - $62.9K
10.2K $391M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
53
+ 7.22%
$442.66 - $534.52 $23.5K - $28.3K
787 $419M
FIW
First Trust Water ETF

ETFs
673
+ 24.18%
$99.48 - $106.74 $67K - $71.8K
3.46K $348M
CGDV
Capital Group Divid Value ETF

ETFs
1.71K
+ 21.57%
$34.95 - $37.36 $59.7K - $63.8K
9.63K $343M
NFLX
Netflix Inc

Communication Services
8
+ 1.27%
$828.4 - $1058.6 $6.63K - $8.47K
639 $596M
SO
Southern CO

Utilities
49
+ 1.63%
$80.96 - $92.96 $3.97K - $4.56K
3.05K $280M
WMT
Walmart Inc.

Consumer Defensive
452
+ 14.94%
$84.5 - $105.05 $38.2K - $47.5K
3.48K $305M
MCD
Mcdonalds Corp

Consumer Cyclical
2
+ 0.16%
$279.74 - $321.29 $559 - $643
1.27K $397M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
771
+ 4.26%
$49.25 - $50.66 $38K - $39.1K
18.9K $937M
SBUX
Starbucks Corp

Consumer Cyclical
5
+ 0.17%
$91.75 - $115.81 $459 - $579
2.87K $282M
CPNG
Coupang, Inc.

Consumer Cyclical
900
+ 6.6%
$21.34 - $25.52 $19.2K - $23K
14.5K $319M
JPM
Jpmorgan Chase & CO

Financial Services
3
+ 0.16%
$225.19 - $279.95 $676 - $840
1.87K $459M
HD
Home Depot, Inc.

Consumer Cyclical
48
+ 7.82%
$347.25 - $424.87 $16.7K - $20.4K
662 $243M
LOW
Lowes Companies Inc

Consumer Cyclical
103
+ 6.06%
$222.66 - $268.42 $22.9K - $27.6K
1.8K $420M
ARKG
Ark Genomic Revolution ETF (De

ETFs
1.27K
+ 10.28%
$21.55 - $29.81 $27.4K - $37.9K
13.7K $283M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
25
+ 0.35%
$29.68 - $32.59 $742 - $815
7.14K $213M
CIFR
Cipher Mining Inc.

Financial Services
4K
+ 35.56%
$2.32 - $6.08 $9.28K - $24.3K
15.3K $35.1M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
576
+ 2.89%
$16.57 - $18.85 $9.54K - $10.9K
20.5K $341M
XLK
Technology Sector Spdr

ETFs
491
+ 10.03%
$206.38 - $242.18 $101K - $119K
5.39K $1.11B
META
Meta Platforms, Inc.

Communication Services
39
+ 0.67%
$576.74 - $736.67 $22.5K - $28.7K
5.9K $3.4B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
54
+ 1.66%
$192.82 - $222.1 $10.4K - $12K
3.31K $639M
Activity Summary
Buys All Purchases 61 New Holdings 10 Increased Positions 51 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Prospect Financial Services LLC Portfolio

Follow Prospect Financial Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Prospect Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Prospect Financial Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email