Prospera Financial Services Inc Portfolio Holdings

Prospera Financial Services Inc

  • $5.11 Billion
  • Q2 2025

Prospera Financial Services Inc has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $5.11 Billion distributed in 1313 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $171M, Nvidia Corp with a value of $164M, Microsoft Corp with a value of $127M, Amazon Com Inc with a value of $96M, and Berkshire Hathaway Inc Class B with a value of $78M.

Examining the 13F form we can see an increase of $915M in the current position value, from $4.19B to 5.11B.

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

Portfolio value $5.11 Billion
ETFs: $2.15 Billion
Technology: $853 Million
Financial Services: $505 Million
Industrials: $309 Million
Consumer Cyclical: $262 Million
Healthcare: $248 Million
Communication Services: $221 Million
Energy: $196 Million
Other: $344 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$171 Million 3.34% of portfolio
832,443
Q2 2025 Added 5.31%
$456B
$164 Million 3.2% of portfolio
1,036,142
Q2 2025 Reduced 1.11%
$3.95T
$127 Million 2.48% of portfolio
254,791
Q2 2025 Added 8.03%
$2.26T
$96 Million 1.88% of portfolio
437,444
Q2 2025 Added 14.48%
$621B
$78 Million 1.53% of portfolio
160,532
Q2 2025 Added 279.44%
$0
$75.5 Million 1.48% of portfolio
136,822
Q2 2025 Reduced 5.58%
$0
$69.8 Million 1.37% of portfolio
112,894
Q2 2025 Added 8.59%
$0
$66.5 Million 1.3% of portfolio
1,060,141
Q2 2025 Added 10.93%
$859B
$64.5 Million 1.26% of portfolio
222,489
Q2 2025 Added 24.44%
$127B
$63.8 Million 1.25% of portfolio
231,326
Q2 2025 Reduced 14.58%
$0
$58.4 Million 1.14% of portfolio
94,132
Q2 2025 Added 38.3%
$1.78T
$49.4 Million 0.97% of portfolio
66,882
Q2 2025 Added 9.34%
$442B
$48.3 Million 0.94% of portfolio
447,698
Q2 2025 Reduced 1.37%
$0
$48.1 Million 0.94% of portfolio
812,251
Q2 2025 Added 2.75%
$0
$44.6 Million 0.87% of portfolio
105,008
Q2 2025 Added 244.19%
$281B
$44 Million 0.86% of portfolio
450,306
Q2 2025 Added 32.92%
$1.24T
$42.9 Million 0.84% of portfolio
241,695
Q2 2025 Added 84.28%
$1.21T
$42 Million 0.82% of portfolio
238,104
Q2 2025 Added 11.04%
$0
$41.4 Million 0.81% of portfolio
1,047,176
Q2 2025 Added 5.34%
$368B
$39 Million 0.76% of portfolio
244,590
Q2 2025 Added 1.02%
$0
$36.8 Million 0.72% of portfolio
822,734
Q2 2025 Reduced 1.99%
$367B
$36.7 Million 0.72% of portfolio
268,996
Q2 2025 Added 18.11%
$123B
$35.6 Million 0.7% of portfolio
237,895
Q2 2025 Added 0.33%
$0
$35.6 Million 0.7% of portfolio
791,823
Q2 2025 Reduced 2.91%
$608B
$35.1 Million 0.69% of portfolio
44,963
Q2 2025 Added 64.94%
$0
$33.6 Million 0.66% of portfolio
76,529
Q2 2025 Added 30.21%
$551B
$31.7 Million 0.62% of portfolio
89,364
Q2 2025 Added 32.34%
$210B
$30.6 Million 0.6% of portfolio
103,878
Q2 2025 Added 3.41%
$0
$30.9 Million 0.6% of portfolio
543,695
Q2 2025 Added 6.75%
$106B
$30.6 Million 0.6% of portfolio
100,410
Q2 2025 Added 11.25%
$68.2B
$30.4 Million 0.59% of portfolio
980,094
Q2 2025 Added 213.0%
$439B
$29.6 Million 0.58% of portfolio
29,863
Q2 2025 Added 7.4%
$0
$29.4 Million 0.58% of portfolio
834,088
Q2 2025 Added 3.68%
$218B
$29.1 Million 0.57% of portfolio
75,050
Q2 2025 Reduced 28.93%
$0
$27.3 Million 0.54% of portfolio
1,536,026
Q2 2025 Reduced 17.12%
$545B
$27.5 Million 0.54% of portfolio
20,509
Q2 2025 Added 16.75%
$0
$27.3 Million 0.53% of portfolio
47,988
Q2 2025 Reduced 24.56%
$112B
$26.1 Million 0.51% of portfolio
378,006
Q2 2025 Added 267.35%
$0
$25.3 Million 0.5% of portfolio
143,147
Q2 2025 Reduced 5.01%
$0
$25.1 Million 0.49% of portfolio
82,686
Q2 2025 Reduced 0.75%
$0
$23.4 Million 0.46% of portfolio
533,687
Q2 2025 Added 12.26%
$0
$21.8 Million 0.43% of portfolio
443,337
Q2 2025 Reduced 13.65%
$302B
$21.2 Million 0.42% of portfolio
148,189
Q2 2025 Added 3.81%
$0
$21.2 Million 0.41% of portfolio
232,903
Q2 2025 Added 1.46%
$0
$21.2 Million 0.41% of portfolio
353,325
Q2 2025 Added 11.28%
$0
$21.1 Million 0.41% of portfolio
664,373
Q2 2025 Added 2.78%
$17.1B
$21.2 Million 0.41% of portfolio
64,576
Q2 2025 New
$405B
$20.8 Million 0.41% of portfolio
56,788
Q2 2025 Added 6.34%
$0
$20.7 Million 0.4% of portfolio
56,433
Q2 2025 Added 0.53%

Summary

  • Portfolio
  • No. of Stocks 1,313
  • Current Value $5.11 Billion
  • Prior Value $4.19 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 06, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 190 stocks
  • Additional Purchases 684 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 389 stocks
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