Prospera Financial Services Inc Purchases in Q2 2025

Prospera Financial Services Inc

  • $5.11 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PFE
Pfizer Inc

Healthcare
93.4K
+ 108.57%
$21.59 - $24.84 $2.02M - $2.32M
179K $4.35M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
35.8K
+ 11.28%
$59.8 - $60.07 $2.14M - $2.15M
353K $21.2M
IGV
Ishares Expanded Tech Software

ETFs
754
+ 0.76%
$80.15 - $109.5 $60.4K - $82.6K
101K $11M
SHW
Sherwin Williams CO

Basic Materials
6.46K
+ 39.81%
$313.51 - $363.51 $2.03M - $2.35M
22.7K $7.79M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
3.43K
+ 11.83%
$376.48 - $440.65 $1.29M - $1.51M
32.4K $14.3M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
25.3K
+ 71.22%
$50.5 - $71.23 $1.28M - $1.8M
60.8K $4.11M
HON
Honeywell International Inc

Industrials
2.85K
+ 4.29%
$182.86 - $232.88 $522K - $664K
69.4K $16.2M
ARTNA
Artesian Resources Corp

Utilities
60.6K
New
$31.86 - $35.52 $1.93M - $2.15M
60.6K $2.03M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
20.1K
+ 679.46%
$100.35 - $100.71 $2.02M - $2.03M
23.1K $2.33M
ILF
Ishares Latin America 40 ETF

ETFs
76.8K
New
$21.35 - $26.21 $1.64M - $2.01M
76.8K $2.01M
EFA
Ishares Tr Msci Eafe ETF

ETFs
16.4K
+ 24.32%
$72.96 - $90.39 $1.19M - $1.48M
83.6K $7.48M
URI
United Rentals, Inc.

Industrials
2.42K
+ 217.04%
$551.94 - $753.4 $1.34M - $1.82M
3.54K $2.66M
VEA
Vanguard Ftse Developed Market

ETFs
29.1K
+ 60.24%
$45.65 - $57.01 $1.33M - $1.66M
77.5K $4.42M
VB
Vanguard Small Cap ETF

ETFs
6.48K
+ 23.67%
$193.73 - $237.37 $1.25M - $1.54M
33.8K $8.02M
SNA
Snap On Inc

Industrials
6.75K
+ 113.19%
$292.36 - $342.2 $1.97M - $2.31M
12.7K $3.96M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
18K
+ 2.78%
$27.3 - $31.8 $491K - $572K
664K $21.1M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
82.3K
+ 72.11%
$22.81 - $22.97 $1.88M - $1.89M
196K $4.5M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
77.7K
+ 73.07%
N/A
184K $4.37M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
9.04K
+ 10.97%
$61.92 - $81.5 $560K - $737K
91.4K $7.44M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
30.9K
+ 13.55%
$68.13 - $74.77 $2.1M - $2.31M
259K $18.8M
JEPI
J P Morgan Exchange Traded Fd

ETFs
34.4K
+ 6.75%
$51.14 - $57.0 $1.76M - $1.96M
544K $30.9M
MS
Morgan Stanley

Financial Services
10.2K
+ 68.67%
$99.83 - $140.86 $1.02M - $1.44M
25.1K $3.53M
CI
Cigna Corp

Healthcare
5.39K
+ 435.7%
$301.89 - $340.04 $1.63M - $1.83M
6.63K $2.19M
SO
Southern CO

Utilities
19.4K
+ 24.99%
$84.91 - $92.56 $1.65M - $1.8M
97.1K $8.92M
APH
Amphenol Corp

Technology
14.8K
+ 169.77%
$59.09 - $98.75 $872K - $1.46M
23.5K $2.32M
FIW
First Trust Water ETF

ETFs
15.7K
+ 225.27%
$90.26 - $108.05 $1.42M - $1.69M
22.6K $2.44M
RACE
Ferrari N.V.

Consumer Cyclical
3.55K
New
$397.86 - $499.02 $1.41M - $1.77M
3.55K $1.74M
RH
Rh

Consumer Cyclical
9.61K
+ 541.63%
$145.66 - $249.35 $1.4M - $2.4M
11.4K $2.15M
PDP
Invesco Exchange Traded Fd Tr

ETFs
1.95K
+ 1.11%
$89.44 - $108.59 $175K - $212K
179K $19.4M
CSCO
Cisco Systems, Inc.

Technology
7.08K
+ 4.37%
$53.19 - $69.38 $377K - $491K
169K $11.7M
TPR
Tapestry, Inc.

Consumer Cyclical
17.2K
+ 137.67%
$60.6 - $87.81 $1.04M - $1.51M
29.7K $2.61M
INTU
Intuit Inc

Technology
1.79K
+ 98.3%
$544.07 - $787.63 $974K - $1.41M
3.61K $2.84M
IVW
Ishares S&P 500 Growth ETF

ETFs
8.33K
+ 17.76%
$82.96 - $110.1 $691K - $917K
55.2K $6.08M
WM
Waste Management Inc

Industrials
7.63K
+ 70.74%
$216.47 - $242.1 $1.65M - $1.85M
18.4K $4.22M
PM
Philip Morris International Inc.

Consumer Defensive
7.01K
+ 37.38%
$149.23 - $184.95 $1.05M - $1.3M
25.8K $4.7M
IHF
Ishares Tr

ETFs
35K
+ 658.32%
$46.2 - $54.6 $1.62M - $1.91M
40.4K $1.96M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
68.4K
+ 76.78%
$24.32 - $27.87 $1.66M - $1.91M
157K $4.17M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
28.9K
+ 276.56%
$45.98 - $56.15 $1.33M - $1.62M
39.3K $2.21M
CTAS
Cintas Corp

Industrials
4.88K
+ 14.3%
$190.11 - $227.66 $928K - $1.11M
39K $8.69M
HCA
Hca Healthcare, Inc.

Healthcare
3.04K
+ 22.47%
$317.61 - $387.52 $966K - $1.18M
16.6K $6.35M
KRE
Spdr S&P Regional Banking ETF

ETFs
27.7K
+ 302.59%
$48.81 - $59.48 $1.35M - $1.65M
36.8K $2.19M
ARKW
Ark Next Generation Internet E

ETFs
10.4K
+ 436.61%
$82.77 - $147.9 $860K - $1.54M
12.8K $1.88M
SLV
I Shares Silver Trust

ETFs
42.1K
+ 29.36%
$27.08 - $33.74 $1.14M - $1.42M
185K $6.08M
KO
Coca Cola CO

Consumer Defensive
24.2K
+ 25.83%
$68.37 - $73.9 $1.65M - $1.79M
118K $8.33M
VAW
Vanguard Materials ETF

ETFs
8.11K
+ 169.79%
$163.82 - $196.64 $1.33M - $1.59M
12.9K $2.51M
PH
Parker Hannifin Corp

Industrials
1.99K
+ 83.54%
$517.23 - $700.54 $1.03M - $1.39M
4.36K $3.05M
VBR
Vanguard Small Cap Value ETF

ETFs
7.53K
+ 55.11%
$162.76 - $195.77 $1.23M - $1.47M
21.2K $4.13M
ELV
Elevance Health, Inc.

Healthcare
4.17K
+ 335.05%
$372.27 - $452.69 $1.55M - $1.89M
5.41K $2.11M
WDC
Western Digital Corp

Technology
19.2K
+ 141.46%
$30.54 - $63.99 $586K - $1.23M
32.7K $2.09M
Activity Summary
Buys All Purchases 874 New Holdings 190 Increased Positions 684 Sells All Sells 389 Reductions 389 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