Prospera Financial Services Inc Purchases in Q1 2025

Prospera Financial Services Inc

  • $4.19 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWD
Ishares Russell 1000 Val ETF

ETFs
152K
+ 558.46%
$182.82 - $196.21 $27.7M - $29.7M
179K $33.6M
PLTR
Palantir Technologies Inc.

Technology
144K
+ 173.57%
$64.98 - $124.62 $9.39M - $18M
228K $19.2M
IYF
Ishares Tr

ETFs
91.6K
+ 802.81%
$107.69 - $119.37 $9.87M - $10.9M
103K $11.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
21.2K
+ 49.84%
$507.05 - $563.67 $10.7M - $11.9M
63.6K $32.7M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
63.1K
+ 1706.9%
$121.0 - $142.28 $7.63M - $8.98M
66.8K $8.31M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
133K
+ 65.69%
$48.65 - $53.06 $6.46M - $7.05M
335K $17.4M
XOM
Exxon Mobil Corp

Energy
17K
+ 3.9%
$105.44 - $118.93 $1.8M - $2.03M
454K $54M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
80K
+ 36.83%
$34.58 - $45.97 $2.77M - $3.68M
297K $13.7M
GLD
Spdr Gold Trust

ETFs
6.49K
+ 7.74%
$243.19 - $288.14 $1.58M - $1.87M
90.3K $26M
GILD
Gilead Sciences, Inc.

Healthcare
34.3K
+ 38.29%
$89.14 - $117.41 $3.06M - $4.03M
124K $13.9M
RDVY
First Trust Rising Dividend Ac

ETFs
95.6K
+ 11.11%
$57.22 - $63.39 $5.47M - $6.06M
956K $55.9M
ABBV
Abb Vie Inc.

Healthcare
12K
+ 15.31%
$169.2 - $216.66 $2.04M - $2.61M
90.7K $19M
CGGR
Capital Group Growth ETF Shs C

ETFs
207K
+ 26.48%
$33.98 - $39.84 $7.04M - $8.25M
990K $33.9M
SPSB
Spdr Portfolio Short Term Corp

ETFs
156K
New
$29.82 - $30.1 $4.65M - $4.69M
156K $4.69M
IBM
International Business Machines Corp

Technology
8.04K
+ 8.7%
$217.4 - $264.74 $1.75M - $2.13M
100K $25M
AMZA
Etfis Ser Tr I

ETFs
90.7K
New
$43.54 - $48.7 $3.95M - $4.42M
90.7K $4.31M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.83K
+ 4.52%
$442.66 - $534.52 $809K - $977K
42.3K $22.5M
CVX
Chevron Corp

Energy
2.72K
+ 1.94%
$146.71 - $167.97 $399K - $457K
143K $23.9M
V
Visa Inc.

Financial Services
3.78K
+ 5.93%
$306.92 - $362.71 $1.16M - $1.37M
67.5K $23.7M
EUFN
Ishares Msci Europe Financials

ETFs
114K
+ 474.83%
$23.03 - $29.47 $2.63M - $3.36M
138K $3.94M
MCD
Mcdonalds Corp

Consumer Cyclical
5.71K
+ 9.4%
$279.74 - $321.29 $1.6M - $1.84M
66.5K $20.8M
IEF
Ishares Barclays

ETFs
27.4K
+ 21.31%
$91.17 - $95.39 $2.49M - $2.61M
156K $14.8M
LLY
Eli Lilly & CO

Healthcare
1.88K
+ 7.42%
$725.72 - $929.72 $1.37M - $1.75M
27.3K $22.5M
QDPL
Pacer Fds Tr Metaurus Us Large
78.8K
+ 102.82%
$36.5 - $40.04 $2.88M - $3.16M
155K $5.68M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
38.7K
New
$63.07 - $73.5 $2.44M - $2.84M
38.7K $2.71M
PG
Procter & Gamble CO

Consumer Defensive
12.1K
+ 5.28%
$158.56 - $176.26 $1.92M - $2.14M
242K $41.3M
MMM
3 M CO

Industrials
16K
+ 88.6%
$129.7 - $155.12 $2.07M - $2.48M
34K $4.99M
SPIB
Spdr Portfolio Intermediate Te

ETFs
79.6K
New
$32.5 - $33.3 $2.59M - $2.65M
79.6K $2.65M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
114K
New
$22.77 - $22.94 $2.6M - $2.62M
114K $2.62M
AIA
Ishares S&P Asia 50 ETF

ETFs
36.1K
New
$65.86 - $77.42 $2.38M - $2.8M
36.1K $2.61M
JNJ
Johnson & Johnson

Healthcare
4.37K
+ 5.03%
$142.06 - $167.7 $621K - $733K
91.2K $15.1M
ABT
Abbott Laboratories

Healthcare
2.05K
+ 1.77%
$111.1 - $140.22 $228K - $288K
118K $15.7M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
72.8K
+ 500.83%
$34.58 - $38.65 $2.52M - $2.81M
87.3K $3.07M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
106K
New
N/A
106K $2.52M
T
At&T Inc.

Communication Services
31.6K
+ 10.72%
$21.56 - $28.28 $681K - $893K
326K $9.22M
JPM
Jpmorgan Chase & CO

Financial Services
6.21K
+ 3.6%
$225.19 - $279.95 $1.4M - $1.74M
179K $43.9M
META
Meta Platforms, Inc.

Communication Services
5.51K
+ 9.9%
$576.36 - $736.67 $3.18M - $4.06M
61.2K $35.3M
DGRO
Ishares Core Dividend Growth E

ETFs
37.1K
+ 24.25%
$60.46 - $64.42 $2.24M - $2.39M
190K $11.7M
FXI
Ishares Tr

ETFs
64.9K
New
$28.65 - $38.55 $1.86M - $2.5M
64.9K $2.33M
TCHP
T Rowe Price Exchange Traded F

Technology
61.7K
+ 915.69%
$37.86 - $44.2 $2.34M - $2.73M
68.4K $2.61M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
90.1K
New
$25.05 - $25.16 $2.26M - $2.27M
90.1K $2.27M
PSX
Phillips 66

Energy
16K
+ 53.32%
$113.93 - $131.55 $1.82M - $2.1M
45.9K $5.67M
JEPI
J P Morgan Exchange Traded Fd

ETFs
42.3K
+ 9.06%
$56.17 - $59.71 $2.38M - $2.53M
509K $29.1M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
94.2K
New
$23.29 - $23.38 $2.19M - $2.2M
94.2K $2.2M
WMB
Williams Companies, Inc.

Energy
34.1K
+ 176.16%
$54.02 - $61.09 $1.84M - $2.08M
53.4K $3.19M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
10.5K
+ 886.28%
$196.12 - $229.48 $2.05M - $2.4M
11.6K $2.35M
UBER
Uber Technologies, Inc

Technology
9.42K
+ 8.6%
$63.17 - $81.49 $595K - $767K
119K $8.67M
AEP
American Electric Power CO Inc

Utilities
15.3K
+ 72.59%
$90.32 - $109.27 $1.38M - $1.67M
36.3K $3.97M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
868
+ 27.49%
$1187.71 - $1432.58 $1.03M - $1.24M
4.03K $5.77M
Activity Summary
Buys All Purchases 727 New Holdings 117 Increased Positions 610 Sells All Sells 386 Reductions 386 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