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
BND
Vanguard Bd Index Fd Inc Total

ETFs
703
+ 0.47%
$71.17 - $73.66 $50K - $51.8K
151K $11.1M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
5.95K
+ 47.74%
$42.18 - $45.16 $251K - $269K
18.4K $815K
ADP
Automatic Data Processing Inc

Industrials
34
+ 0.16%
$286.85 - $318.64 $9.75K - $10.8K
20.8K $6.36M
ET
Energy Transfer LP

Energy
37.4K
+ 8.86%
$17.26 - $21.08 $646K - $789K
460K $8.55M
SGOL
Abrdn Gold ETF Trust

ETFs
9.17K
New
$25.14 - $29.82 $231K - $273K
9.17K $273K
MAR
Marriott International Inc

Consumer Cyclical
3.83K
+ 24.4%
$237.01 - $304.45 $908K - $1.17M
19.5K $4.65M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
5.86K
+ 34.42%
$47.47 - $48.84 $278K - $286K
22.9K $1.09M
BSJR
Invesco Indx Tr

ETFs
12.1K
+ 9.67%
$22.4 - $22.69 $271K - $274K
137K $3.07M
AHCO
Adapt Health Corp.

Healthcare
24.7K
New
$8.45 - $11.38 $209K - $281K
24.7K $267K
ROP
Roper Technologies Inc

Industrials
325
+ 32.6%
$502.71 - $593.81 $163K - $193K
1.32K $779K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
2.66K
New
$96.93 - $109.51 $258K - $292K
2.66K $260K
BSMS
Invesco Bulletshares 2028 Muni

ETFs
10.9K
New
$23.1 - $23.56 $252K - $257K
10.9K $253K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
2.49K
+ 1.76%
$44.68 - $46.49 $111K - $116K
144K $6.65M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
888
New
$283.06 - $421.16 $251K - $374K
888 $251K
EME
Emcor Group, Inc.

Industrials
832
+ 122.71%
$361.16 - $535.99 $300K - $446K
1.51K $558K
SUB
Ishares Short Term National Mu

ETFs
2.32K
+ 5.42%
$105.3 - $106.24 $244K - $246K
45K $4.76M
BURL
Burlington Stores, Inc.

Consumer Cyclical
1.04K
New
$228.41 - $293.71 $238K - $307K
1.04K $248K
USMC
Principal ETF U S Mega Cap

ETFs
4.73K
+ 65.38%
$55.72 - $63.13 $264K - $299K
12K $679K
LOW
Lowes Companies Inc

Consumer Cyclical
4.56K
+ 7.54%
$222.66 - $268.42 $1.02M - $1.22M
65K $15.2M
COF
Capital One Financial Corp

Financial Services
1.3K
+ 18.97%
$163.87 - $209.82 $214K - $274K
8.18K $1.47M
URI
United Rentals, Inc.

Industrials
462
+ 70.75%
$594.17 - $789.56 $275K - $365K
1.12K $698K
CL
Colgate Palmolive CO

Consumer Defensive
1.16K
+ 2.61%
$85.68 - $97.5 $99.1K - $113K
45.4K $4.26M
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.58K
+ 65.6%
$106.31 - $123.73 $168K - $196K
4K $494K
KEYS
Keysight Technologies, Inc.

Technology
1.54K
New
$148.16 - $185.11 $229K - $286K
1.54K $231K
OGE
Oge Energy Corp.

Utilities
4.98K
New
$39.76 - $46.32 $198K - $231K
4.98K $229K
AON
Aon PLC

Financial Services
573
New
$348.44 - $409.32 $200K - $235K
573 $228K
CHKP
Check Point Software Technologies LTD

Technology
1K
New
$179.88 - $231.31 $180K - $232K
1K $228K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
3.56K
New
$61.9 - $66.89 $220K - $238K
3.56K $226K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
3.61K
New
$60.05 - $72.21 $216K - $260K
3.61K $226K
ARKW
Ark Next Generation Internet E

ETFs
2.38K
New
$91.59 - $125.64 $218K - $299K
2.38K $225K
BSMU
Invesco Exchange Self Ind Tr

ETFs
10.4K
New
$21.49 - $22.03 $224K - $229K
10.4K $224K
PAA
Plains All American Pipeline LP

Energy
1.6K
+ 2.45%
$17.32 - $20.96 $27.7K - $33.5K
66.9K $1.34M
ING
Ing Groep Nv

Financial Services
11.4K
New
$15.51 - $20.74 $177K - $237K
11.4K $223K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
5.31K
New
$40.79 - $42.32 $217K - $225K
5.31K $223K
FCX
Freeport Mcmoran Inc

Basic Materials
6.27K
+ 8.83%
$34.5 - $43.01 $216K - $270K
77.2K $2.92M
TTE
Total Energies Se

Energy
3.19K
+ 13.98%
N/A
26K $1.78M
BSMT
Invesco Bulletshares 2029 Muni

ETFs
9.63K
New
$22.66 - $23.19 $218K - $223K
9.63K $219K
VIG
Vanguard Dividend Appreciation

ETFs
1.2K
+ 2.54%
N/A
48.3K $8.8M
MGRC
Mcgrath Rentcorp

Industrials
1.96K
New
$109.58 - $128.96 $214K - $252K
1.96K $217K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
2.19K
+ 3.43%
$41.61 - $44.72 $90.9K - $97.7K
65.8K $2.85M
DFIV
Dimensional ETF Tr

ETFs
5.48K
New
$35.33 - $40.77 $193K - $223K
5.48K $215K
AVDV
American Centy ETF Tr Avantis

ETFs
3.06K
New
$63.74 - $71.96 $195K - $220K
3.06K $213K
CTRA
Coterra Energy Inc.

Energy
7.38K
New
$25.51 - $29.83 $188K - $220K
7.38K $213K
SNY
Sanofi

Healthcare
2.2K
+ 17.78%
$48.15 - $59.42 $106K - $131K
14.6K $807K
DFAU
Dimensional ETF Tr

ETFs
6.48K
+ 31.6%
$37.84 - $42.29 $245K - $274K
27K $1.04M
NWN
Northwest Natural Holding CO

Utilities
4.85K
New
$38.31 - $42.72 $186K - $207K
4.85K $207K
MPLX
Mplx LP

Energy
761
+ 2.61%
$47.88 - $54.65 $36.4K - $41.6K
29.9K $1.6M
IP
International Paper CO

Consumer Cyclical
3.79K
New
$49.38 - $60.09 $187K - $228K
3.79K $202K
EWG
Ishares Msci Germany ETF

ETFs
5.42K
New
$31.57 - $39.31 $171K - $213K
5.42K $201K
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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