Prospect Financial Services LLC Portfolio Holdings

Prospect Financial Services LLC

  • $183 Billion
  • Q4 2024

Prospect Financial Services LLC has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $183 Billion distributed in 115 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Sl Green Realty Corp with a value of $15.6B, Apple Inc. with a value of $13.6B, Vanguard Lg Trm Corp Bd ETF with a value of $9.06B, Boeing CO with a value of $8.29B, and Alphabet Inc. with a value of $7.15B.

Examining the 13F form we can see an increase of $22.1B in the current position value, from $161B to 183B.

Prospect Financial Services LLC is based out at Melville, NY

Below you can find more details about Prospect Financial Services LLC portfolio as well as his latest detailed transactions.

Portfolio value $183 Billion
ETFs: $64.4 Billion
Technology: $31.9 Billion
Real Estate: $20.7 Billion
Communication Services: $20.4 Billion
Consumer Cyclical: $14.3 Billion
Energy: $10.1 Billion
Industrials: $9.08 Billion
Financial Services: $7.72 Billion
Other: $3.52 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.44M
$268 Million 0.15% of portfolio
329,076
Q4 2024 Added 11.52%
$30.5M
$15.6 Million 0.01% of portfolio
12,400
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 115
  • Current Value $183 Billion
  • Prior Value $161 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 22, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 17 stocks
  • Additional Purchases 57 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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