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
TXN
Texas Instruments Inc

Technology
4.83K
+ 17.48%
N/A
32.5K $6.32M
CCI
Crown Castle International Corp

Real Estate
8.23K
+ 353.59%
$84.33 - $106.39 $694K - $875K
10.6K $1.1M
IAT
Ishares Tr

ETFs
31.1K
+ 20.54%
$44.84 - $53.56 $1.4M - $1.67M
183K $8.52M
TPR
Tapestry, Inc.

Consumer Cyclical
12.5K
New
$65.63 - $89.21 $821K - $1.12M
12.5K $881K
BP
Bp PLC

Energy
12.4K
+ 11.9%
$29.93 - $35.31 $371K - $438K
117K $3.94M
SYK
Stryker Corp

Healthcare
1.78K
+ 11.1%
$355.18 - $399.9 $630K - $710K
17.8K $6.62M
VZ
Verizon Communications Inc

Communication Services
3.16K
+ 2.43%
$37.81 - $46.49 $119K - $147K
133K $6.02M
HCA
Hca Healthcare, Inc.

Healthcare
744
+ 5.81%
$296.7 - $345.55 $221K - $257K
13.5K $4.68M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
5.94K
+ 11.6%
$114.57 - $118.14 $680K - $702K
57.1K $6.75M
FFIV
F5, Inc.

Technology
3.12K
New
$251.75 - $310.6 $785K - $968K
3.12K $830K
XLE
Energy Sector Spdr

ETFs
4.45K
+ 8.48%
$85.7 - $93.96 $382K - $418K
57K $5.32M
PM
Philip Morris International Inc.

Consumer Defensive
845
+ 4.72%
$117.15 - $158.79 $99K - $134K
18.8K $2.98M
WFC
Wells Fargo & Company

Financial Services
8K
+ 5.04%
$66.78 - $81.42 $534K - $651K
167K $12M
SNOW
Snowflake Inc.

Technology
5.92K
+ 86.56%
$146.16 - $192.78 $865K - $1.14M
12.8K $1.87M
LAD
Lithia Motors Inc

Consumer Cyclical
2.72K
New
$285.59 - $385.71 $777K - $1.05M
2.72K $798K
SPGI
S&P Global Inc.

Financial Services
1.39K
+ 20.02%
$478.26 - $543.77 $665K - $756K
8.34K $4.24M
XLF
Financial Sector Spdr

ETFs
9.86K
+ 5.61%
$47.32 - $52.19 $467K - $515K
186K $9.25M
SBUX
Starbucks Corp

Consumer Cyclical
4.1K
+ 8.31%
$91.75 - $115.81 $376K - $475K
53.5K $5.24M
RELX
Relx PLC

Communication Services
14.6K
New
$45.34 - $51.91 $661K - $757K
14.6K $735K
MO
Altria Group, Inc.

Consumer Defensive
1.66K
+ 2.05%
$50.81 - $60.02 $84.5K - $99.8K
82.9K $4.98M
NVS
Novartis Ag

Healthcare
4.27K
+ 24.27%
$97.14 - $115.57 $415K - $494K
21.9K $2.44M
IAI
Ishares Tr Us Broker Dealers &

ETFs
6.7K
+ 12.16%
$134.68 - $159.3 $902K - $1.07M
61.8K $8.66M
PANW
Palo Alto Networks Inc

Technology
6.15K
+ 20.65%
$167.82 - $208.28 $1.03M - $1.28M
35.9K $6.13M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
35.9K
+ 31.11%
$19.42 - $19.54 $698K - $702K
151K $2.95M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
33.9K
+ 30.44%
$20.64 - $20.73 $700K - $703K
145K $3M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
51.7K
New
$11.66 - $14.98 $603K - $774K
51.7K $704K
IYJ
Ishares Tr

ETFs
9.2K
+ 5.87%
$127.48 - $142.0 $1.17M - $1.31M
166K $21.6M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
51.1K
+ 41.98%
$11.96 - $13.56 $611K - $693K
173K $2.22M
VFH
Vanguard Financial ETF

ETFs
5.52K
+ 69.09%
$114.07 - $127.34 $629K - $702K
13.5K $1.61M
VTV
Vanguard Value ETF

ETFs
852
+ 0.57%
$167.73 - $179.21 $143K - $153K
151K $26M
FTHI
First Trust Exchange Traded Fd

ETFs
35.2K
+ 45.44%
$21.62 - $23.74 $761K - $836K
113K $2.46M
UNM
Unum Group

Financial Services
8.03K
New
$71.8 - $83.34 $577K - $669K
8.03K $654K
SHW
Sherwin Williams CO

Basic Materials
1.48K
+ 10.06%
$330.16 - $365.55 $490K - $542K
16.2K $5.67M
TRV
Travelers Companies, Inc.

Financial Services
1.06K
+ 6.92%
$232.43 - $265.13 $246K - $281K
16.4K $4.33M
LHX
L3 Harris Technologies, Inc.

Industrials
3.24K
+ 7.32%
$194.65 - $222.86 $631K - $722K
47.5K $9.94M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
6.02K
+ 178.45%
$100.59 - $103.47 $606K - $623K
9.4K $972K
BSBR
Banco Santander (Brasil) S.A.

Financial Services
130K
New
$3.82 - $4.84 $498K - $631K
130K $614K
IYE
Ishares Tr

ETFs
8.41K
+ 16.85%
$45.23 - $49.95 $380K - $420K
58.3K $2.88M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
38.6K
New
$14.13 - $16.72 $546K - $646K
38.6K $597K
MRK
Merck & Co., Inc.

Healthcare
20.9K
+ 15.86%
$83.01 - $101.02 $1.73M - $2.11M
152K $13.7M
ECL
Ecolab Inc.

Basic Materials
1.68K
+ 20.63%
$229.72 - $269.82 $385K - $452K
9.8K $2.48M
VCIT
Vanguard Intermediate Term Cor

ETFs
5.67K
+ 7.29%
$79.17 - $82.04 $449K - $465K
83.5K $6.83M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
1.54K
+ 4.52%
$43.79 - $57.46 $67.2K - $88.2K
35.5K $2.03M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.11K
+ 3.24%
$74.85 - $84.89 $158K - $179K
67.3K $5.5M
TROW
Price T Rowe Group Inc

Financial Services
7.61K
+ 125.23%
$91.57 - $116.93 $697K - $890K
13.7K $1.26M
APH
Amphenol Corp

Technology
8.7K
New
$61.62 - $78.55 $536K - $683K
8.7K $570K
UBS
Ubs Group Ag

Financial Services
18.1K
New
$30.28 - $35.78 $549K - $648K
18.1K $555K
PFF
Ishares Trust Ishares Pfd And

ETFs
22.4K
+ 11.3%
$30.73 - $32.26 $688K - $722K
221K $6.78M
WDC
Western Digital Corp

Technology
13.6K
New
$40.43 - $72.03 $548K - $976K
13.6K $548K
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
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