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
DOCU
Docusign, Inc.

Technology
5K
New
$74.7 - $97.7 $373K - $488K
5K $406K
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
27.2K
+ 19.75%
$13.34 - $13.81 $363K - $376K
165K $2.25M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
2.75K
+ 8.05%
$67.08 - $76.14 $185K - $210K
36.9K $2.72M
PPG
Ppg Industries Inc

Basic Materials
4.28K
+ 63.75%
$107.44 - $124.29 $459K - $531K
11K $1.2M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
5.97K
New
$60.44 - $69.57 $361K - $415K
5.97K $397K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
6.3K
New
$62.41 - $133.91 $393K - $843K
6.3K $395K
QCOM
Qualcomm Inc

Technology
2.56K
+ 6.39%
$151.94 - $175.86 $389K - $450K
42.6K $6.54M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
2.59K
New
$147.38 - $176.39 $381K - $456K
2.59K $392K
SCHW
Schwab Charles Corp

Financial Services
2.15K
+ 4.21%
$71.24 - $83.64 $153K - $179K
53.1K $4.15M
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.09K
+ 14.89%
$168.16 - $186.21 $520K - $576K
23.9K $4.08M
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.3K
+ 9.23%
$56.12 - $68.15 $129K - $157K
27.2K $1.85M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
18.1K
+ 15.54%
$18.18 - $18.58 $328K - $336K
134K $2.49M
PPA
Invesco Exchange Traded Fd Tr

ETFs
2.82K
+ 19.28%
$113.59 - $123.29 $320K - $348K
17.4K $2.03M
SAP
Sap Se

Technology
370
+ 3.23%
$241.4 - $293.69 $89.3K - $109K
11.8K $3.18M
PEJ
Invesco Exchange Traded Fd Tr

ETFs
7.21K
New
$46.78 - $57.72 $337K - $416K
7.21K $350K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
12K
+ 158.01%
$29.68 - $32.59 $357K - $392K
19.7K $586K
GPN
Global Payments Inc

Industrials
5.7K
+ 38.1%
$92.18 - $113.03 $525K - $644K
20.7K $2.02M
KMI
Kinder Morgan, Inc.

Energy
9.03K
+ 11.71%
$26.1 - $31.22 $236K - $282K
86.2K $2.46M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.2K
+ 3.24%
$77.7 - $78.94 $248K - $252K
102K $8.05M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
3.24K
+ 85.96%
$113.13 - $127.79 $366K - $414K
7.01K $792K
MRVL
Marvell Technology, Inc.

Technology
10.3K
+ 173.05%
$61.57 - $126.06 $631K - $1.29M
16.2K $996K
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.03K
+ 13.68%
$497.6 - $606.74 $511K - $623K
8.53K $4.24M
AOK
Ishares Tr Core Conservative A

ETFs
8.9K
+ 143.04%
$36.86 - $38.15 $328K - $340K
15.1K $569K
EVRG
Evergy, Inc.

Utilities
1.32K
+ 3.95%
$59.9 - $69.52 $78.9K - $91.6K
34.7K $2.39M
CGCP
Capital Group Core Plus Income

ETFs
13.5K
+ 10.84%
$21.94 - $22.64 $296K - $305K
138K $3.09M
BHP
Bhp Group LTD

Basic Materials
6.93K
+ 69.26%
$48.18 - $52.11 $334K - $361K
16.9K $821K
VHT
Vanguard Health Care ETF

ETFs
1.12K
+ 35.71%
$254.06 - $273.83 $285K - $307K
4.26K $1.13M
D
Dominion Energy, Inc

Utilities
3.48K
+ 5.84%
$52.85 - $57.43 $184K - $200K
63.1K $3.54M
NTR
Nutrien Ltd.

Basic Materials
5.79K
+ 82.04%
$45.28 - $53.84 $262K - $312K
12.9K $638K
MS
Morgan Stanley

Financial Services
3.64K
+ 32.4%
$111.68 - $141.08 $407K - $514K
14.9K $1.74M
GVI
Ishares Tr

ETFs
3.06K
New
$103.49 - $106.02 $316K - $324K
3.06K $323K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
10.4K
+ 14.03%
$48.06 - $53.73 $498K - $557K
84.3K $4.11M
SIVR
Abrdn Silver ETF Trust

ETFs
9.73K
New
$28.07 - $32.82 $273K - $319K
9.73K $316K
ACGL
Arch Capital Group Ltd.

Financial Services
3.28K
New
$88.13 - $96.94 $289K - $317K
3.28K $314K
EOG
Eog Resources Inc

Energy
668
+ 1.65%
$120.54 - $138.05 $80.5K - $92.2K
41.1K $5.27M
MCK
Mckesson Corp

Healthcare
25
+ 0.88%
$566.21 - $672.99 $14.2K - $16.8K
2.86K $1.93M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
5.47K
New
$55.12 - $62.6 $302K - $342K
5.47K $308K
DECK
Deckers Outdoor Corp

Consumer Cyclical
5.16K
+ 174.25%
$111.56 - $223.11 $576K - $1.15M
8.13K $908K
BSMR
Invesco Bulletshares 2027 Muni

ETFs
13K
New
$23.49 - $23.77 $306K - $309K
13K $306K
FLMI
Franklin Dynamic Municipal Bon

ETFs
12.4K
New
$24.22 - $24.86 $301K - $309K
12.4K $303K
TDOC
Teladoc Health, Inc.

Healthcare
37.9K
New
$7.96 - $14.33 $302K - $544K
37.9K $302K
CRWD
Crowd Strike Holdings, Inc.

Technology
514
+ 4.66%
$308.86 - $455.36 $159K - $234K
11.5K $4.07M
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
13.1K
+ 88.99%
$22.77 - $24.73 $298K - $324K
27.8K $646K
LGOV
First Tr ETF Iv Long Duration

ETFs
10.3K
+ 9.58%
$20.41 - $21.7 $210K - $223K
118K $2.53M
CGGO
Capital Group Global Growth Eq

ETFs
27.4K
+ 4.92%
$28.33 - $30.84 $778K - $846K
585K $16.6M
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
12.2K
New
$23.55 - $23.74 $286K - $288K
12.2K $286K
PB
Prosperity Bancshares Inc

Financial Services
4.02K
New
$69.3 - $80.69 $278K - $324K
4.02K $286K
IQV
Iqvia Holdings Inc.

Healthcare
2.75K
+ 27.61%
$176.3 - $209.96 $485K - $578K
12.7K $2.24M
BAH
Booz Allen Hamilton Holding Corp

Industrials
3.48K
+ 104.35%
$102.72 - $143.06 $357K - $498K
6.81K $712K
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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