Prospera Financial Services Inc Purchases in Q3 2024

Prospera Financial Services Inc

  • $3.82 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
52.9K
+ 7.97%
$207.23 - $234.82 $11M - $12.4M
717K $167M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
482K
+ 847.02%
$48.51 - $52.86 $23.4M - $25.5M
539K $28.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
28.3K
+ 28.87%
$517.38 - $573.86 $14.6M - $16.2M
126K $72.4M
CGGO
Capital Group Global Growth Eq

ETFs
552K
+ 373.75%
$27.25 - $30.52 $15M - $16.8M
699K $21.1M
TSLA
Tesla, Inc.

Consumer Cyclical
25.2K
+ 78.27%
$191.76 - $263.26 $4.83M - $6.63M
57.4K $15M
IJS
Ishares S&P Smallcap 600 Value

ETFs
74.4K
+ 605.3%
$95.81 - $109.03 $7.13M - $8.12M
86.7K $9.34M
CAT
Caterpillar Inc

Industrials
7.29K
+ 8.26%
$316.8 - $391.12 $2.31M - $2.85M
95.6K $37.4M
AMZN
Amazon Com Inc

Consumer Cyclical
49.6K
+ 17.76%
$161.02 - $200.0 $7.99M - $9.92M
329K $61.3M
MSFT
Microsoft Corp

Technology
24K
+ 13.14%
$395.15 - $467.56 $9.5M - $11.2M
207K $89M
META
Meta Platforms, Inc.

Communication Services
8.11K
+ 21.57%
$453.41 - $572.44 $3.68M - $4.64M
45.7K $26.2M
CTAS
Cintas Corp

Industrials
33.8K
+ 3812.87%
$201.38 - $819.83 $6.8M - $27.7M
34.7K $7.14M
NFLX
Netflix Inc

Communication Services
8.75K
+ 112.45%
$598.55 - $722.26 $5.23M - $6.32M
16.5K $11.7M
ISRG
Intuitive Surgical Inc

Healthcare
12.5K
+ 264.59%
$416.14 - $494.01 $5.21M - $6.18M
17.2K $8.47M
IAI
Ishares Tr Us Broker Dealers &

ETFs
48.8K
New
$115.73 - $128.74 $5.65M - $6.29M
48.8K $6.28M
VTI
Vanguard Total Stock Market Et

ETFs
19K
+ 34.55%
$255.18 - $283.2 $4.84M - $5.37M
73.9K $20.9M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
111K
+ 32.26%
$47.95 - $49.61 $5.34M - $5.53M
457K $22.6M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
136K
New
$41.95 - $43.42 $5.71M - $5.91M
136K $5.91M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
115K
+ 20.96%
$32.65 - $36.69 $3.74M - $4.21M
662K $24.1M
AVGO
Broadcom Inc.

Technology
205K
+ 989.03%
$136.27 - $1745.86 $28M - $359M
226K $39M
CGGR
Capital Group Growth ETF Shs C

ETFs
140K
+ 35.07%
$30.71 - $34.79 $4.29M - $4.86M
538K $18.7M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
43.7K
+ 300.87%
$111.9 - $124.28 $4.89M - $5.43M
58.2K $7.19M
NVDA
Nvidia Corp

Technology
62.3K
+ 6.12%
$98.91 - $134.91 $6.16M - $8.41M
1.08M $131M
RDVY
First Trust Rising Dividend Ac

ETFs
26.4K
+ 3.05%
$53.68 - $59.24 $1.42M - $1.56M
890K $52.7M
CGDV
Capital Group Divid Value ETF

ETFs
91.5K
+ 15.97%
$32.96 - $36.48 $3.02M - $3.34M
665K $24.2M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
11K
+ 429.96%
$460.0 - $505.78 $5.04M - $5.54M
13.5K $6.28M
FPE
First Tr Pfd Secs & Income ETF

ETFs
221K
+ 15.75%
$17.35 - $18.22 $3.83M - $4.02M
1.62M $29.4M
AMD
Advanced Micro Devices Inc

Technology
29.5K
+ 50.65%
$128.67 - $183.96 $3.79M - $5.42M
87.6K $14.4M
IBM
International Business Machines Corp

Technology
6.01K
+ 8.28%
$175.1 - $223.38 $1.05M - $1.34M
78.6K $17.4M
FTGC
First Trust Global Tactical CO

ETFs
200K
+ 226.78%
$22.3 - $24.39 $4.45M - $4.87M
288K $6.82M
WMT
Walmart Inc.

Consumer Defensive
7.98K
+ 2.7%
$66.91 - $81.4 $534K - $649K
304K $24.5M
TLT
Ishares Barclays 20+ Year Trea

ETFs
32.3K
+ 15.6%
$89.91 - $101.33 $2.91M - $3.28M
240K $23.5M
MCD
Mcdonalds Corp

Consumer Cyclical
5.81K
+ 10.98%
$245.82 - $304.51 $1.43M - $1.77M
58.7K $17.9M
FVD
First Tr Value Line Divid Inde

ETFs
5.68K
+ 0.68%
$40.45 - $45.49 $230K - $258K
839K $38.2M
EBAY
Ebay Inc

Consumer Cyclical
62.7K
+ 794.21%
$52.61 - $65.44 $3.3M - $4.1M
70.6K $4.6M
JNJ
Johnson & Johnson

Healthcare
16.4K
+ 17.51%
$145.48 - $167.38 $2.39M - $2.75M
110K $17.9M
MGK
Vanguard Mega Cap Growth ETF

ETFs
10.4K
+ 23.94%
$285.48 - $330.24 $2.98M - $3.45M
54.1K $17.4M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
17K
+ 50.56%
$211.47 - $281.27 $3.59M - $4.77M
50.5K $12.4M
IWM
Ishares Russell 2000 ETF

ETFs
14K
+ 55.0%
$200.87 - $224.6 $2.8M - $3.14M
39.3K $8.69M
JPIE
J P Morgan Exchange Traded Fd
74.5K
+ 1361.75%
$45.17 - $46.39 $3.36M - $3.45M
79.9K $3.71M
GLD
Spdr Gold Trust

ETFs
4.44K
+ 5.42%
$215.56 - $246.98 $956K - $1.1M
86.3K $21M
JPM
Jpmorgan Chase & CO

Financial Services
10.2K
+ 7.1%
$194.9 - $224.8 $1.98M - $2.29M
153K $32.3M
XOM
Exxon Mobil Corp

Energy
20.8K
+ 4.95%
$109.72 - $119.0 $2.28M - $2.47M
440K $51.6M
IYJ
Ishares Tr

ETFs
9.16K
+ 6.43%
$118.32 - $133.67 $1.08M - $1.22M
152K $20.3M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
79.6K
+ 80.67%
$34.48 - $37.66 $2.75M - $3M
178K $6.67M
EFV
Msci Eafe Value ETF

ETFs
52.2K
+ 133.72%
$51.72 - $57.96 $2.7M - $3.03M
91.3K $5.25M
EMR
Emerson Electric CO

Industrials
29.2K
+ 88.97%
$98.19 - $118.87 $2.87M - $3.47M
62K $6.78M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
63.2K
+ 630.43%
$44.24 - $49.47 $2.8M - $3.13M
73.3K $3.63M
HD
Home Depot, Inc.

Consumer Cyclical
1.01K
+ 2.25%
$333.64 - $405.2 $336K - $408K
45.7K $18.5M
PG
Procter & Gamble CO

Consumer Defensive
6.9K
+ 3.13%
$160.76 - $177.82 $1.11M - $1.23M
227K $39.3M
Activity Summary
Buys All Purchases 631 New Holdings 74 Increased Positions 557 Sells All Sells 427 Reductions 427 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Prospera Financial Services Inc Portfolio

Follow Prospera Financial Services Inc 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 Prospera Financial Services Inc, based on Form 13F filings with the SEC.

News

Stay updated on Prospera Financial Services Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email