Prospect Financial Services LLC Portfolio Holdings

Prospect Financial Services LLC

  • $161 Billion
  • Q3 2024

Prospect Financial Services LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $161 Billion distributed in 105 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Sl Green Realty Corp with a value of $18.1B, Apple Inc. with a value of $12.7B, Nvidia Corp with a value of $6.46B, Alphabet Inc. with a value of $6.31B, and Vanguard Lg Trm Corp Bd ETF with a value of $5.62B.

Examining the 13F form we can see an increase of $31.3B in the current position value, from $130B to 161B.

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 $161 Billion
ETFs: $51.6 Billion
Technology: $27.5 Billion
Real Estate: $23.6 Billion
Communication Services: $18.4 Billion
Consumer Cyclical: $12.2 Billion
Energy: $9.73 Billion
Financial Services: $6.93 Billion
Industrials: $6.21 Billion
Other: $4.41 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.72B
$1.37 Billion 0.85% of portfolio
23,823
Q3 2024 New
$1.65B
$208 Million 0.13% of portfolio
499
Q3 2024 New
$1.42B
$47.4 Million 0.03% of portfolio
12,250
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 105
  • Current Value $161 Billion
  • Prior Value $130 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 33 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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