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
BDX
Becton Dickinson & CO

Healthcare
827
+ 24.25%
$222.79 - $249.08 $184K - $206K
4.24K $970K
VDE
Vanguard Energy ETF

ETFs
807
+ 7.47%
$119.14 - $132.76 $96.1K - $107K
11.6K $1.51M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
3.06K
+ 65.45%
$58.32 - $65.09 $178K - $199K
7.73K $465K
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
9.11K
+ 7.68%
$21.64 - $22.08 $197K - $201K
128K $2.76M
PDI
Pimco Dynamic Income Fund

Financial Services
7.63K
+ 28.23%
$18.51 - $20.05 $141K - $153K
34.7K $686K
BSX
Boston Scientific Corp

Healthcare
1.09K
+ 16.03%
$89.38 - $106.18 $97.6K - $116K
7.9K $797K
ED
Consolidated Edison Inc

Utilities
303
+ 4.2%
$88.0 - $110.59 $26.7K - $33.5K
7.51K $830K
DG
Dollar General Corp

Consumer Defensive
1.51K
+ 34.96%
$68.44 - $87.93 $103K - $133K
5.83K $512K
O
Realty Income Corp

Real Estate
1.46K
+ 6.89%
$51.67 - $58.49 $75.4K - $85.3K
22.6K $1.31M
MU
Micron Technology Inc

Technology
526
+ 1.08%
$86.89 - $109.38 $45.7K - $57.5K
49.4K $4.29M
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
9.38K
+ 14.35%
$21.04 - $21.64 $197K - $203K
74.8K $1.58M
PPL
Ppl Corp

Utilities
1.28K
+ 3.57%
$31.68 - $36.11 $40.5K - $46.1K
37.1K $1.34M
MTBC
Care Cloud, Inc.

Healthcare
57.6K
New
N/A
57.6K $175K
SCI
Service Corp International

Consumer Cyclical
2.15K
+ 37.2%
$75.99 - $84.16 $164K - $181K
7.94K $636K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
3.22K
+ 4.13%
$78.0 - $84.37 $251K - $272K
81.2K $6.48M
KGC
Kinross Gold Corp

Basic Materials
13.8K
New
$9.69 - $12.61 $134K - $174K
13.8K $174K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
1.88K
+ 11.82%
$61.2 - $68.24 $115K - $128K
17.8K $1.17M
RJF
Raymond James Financial Inc

Financial Services
1.42K
+ 95.3%
$137.62 - $172.64 $195K - $245K
2.91K $403K
DD
Du Pont De Nemours, Inc.

Basic Materials
3.89K
+ 5.15%
$72.7 - $84.32 $283K - $328K
79.3K $5.92M
USFD
Us Foods Holding Corp.

Consumer Defensive
2.85K
+ 31.69%
$63.38 - $72.02 $181K - $205K
11.8K $775K
YUM
Yum Brands Inc

Consumer Cyclical
37
+ 0.53%
$123.25 - $162.53 $4.56K - $6.01K
6.97K $1.1M
HDV
Ishares Core High Dividend ETF

ETFs
813
+ 10.69%
$110.86 - $121.12 $90.1K - $98.5K
8.42K $1.02M
WY
Weyerhaeuser CO

Real Estate
2.25K
+ 2.59%
$27.29 - $31.39 $61.5K - $70.8K
89.2K $2.61M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
337
+ 13.15%
$208.48 - $244.03 $70.3K - $82.2K
2.9K $707K
UTG
Reaves Utility Income Fund

Financial Services
4.51K
+ 34.21%
$31.08 - $34.42 $140K - $155K
17.7K $575K
EMN
Eastman Chemical CO

Basic Materials
2.62K
+ 11.53%
$87.05 - $103.47 $228K - $271K
25.3K $2.23M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
2.05K
+ 9.7%
$24.11 - $28.41 $49.4K - $58.2K
23.2K $658K
PSTG
Pure Storage, Inc.

Technology
5.43K
+ 111.86%
$44.27 - $72.37 $241K - $393K
10.3K $455K
IWR
Ishares Russell Mid Cap ETF

ETFs
3.15K
+ 9.41%
$82.81 - $92.93 $261K - $293K
36.6K $3.12M
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
15.6K
New
$9.88 - $10.25 $154K - $160K
15.6K $155K
NAN
Nuveen New York Quality Municipal Income Fund

Financial Services
13.6K
New
$11.22 - $11.85 $152K - $161K
13.6K $154K
PINS
Pinterest, Inc.

Communication Services
2.52K
+ 6.72%
$29.79 - $40.0 $75.1K - $101K
40K $1.24M
HISF
First Tr Exc Traded Fd Iv High

ETFs
3.21K
+ 14.19%
$43.37 - $44.57 $139K - $143K
25.8K $1.14M
MUB
Ishares National Muni Bond ETF

ETFs
1.92K
+ 4.2%
$104.71 - $107.69 $201K - $207K
47.8K $5.04M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
863
+ 19.37%
$333.37 - $384.99 $288K - $332K
5.32K $1.78M
GPC
Genuine Parts CO

Consumer Cyclical
1.13K
+ 21.69%
$115.91 - $129.02 $131K - $146K
6.36K $758K
VKQ
Invesco Municipal Trust

Financial Services
15K
New
$9.53 - $10.07 $143K - $151K
15K $144K
CROX
Crocs, Inc.

Consumer Cyclical
1.52K
+ 29.19%
$88.83 - $112.59 $135K - $171K
6.71K $712K
URA
Global X Uranium ETF

ETFs
7.86K
+ 81.02%
$22.92 - $30.98 $180K - $244K
17.6K $402K
ASML
Asml Holding Nv

Technology
309
+ 14.9%
$662.63 - $776.99 $205K - $240K
2.38K $1.58M
UL
Unilever PLC

Consumer Defensive
1.53K
+ 8.67%
$54.72 - $60.29 $83.5K - $92K
19.1K $1.14M
DVY
Ishares Tr

ETFs
375
+ 1.27%
$128.58 - $138.1 $48.2K - $51.8K
30K $4.02M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.93K
+ 4.49%
$42.5 - $46.71 $81.9K - $90K
44.8K $2.03M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
11.2K
+ 15.81%
$67.24 - $84.27 $756K - $948K
82.4K $5.62M
DBP
Invesco Db Precious Metals Fund

ETFs
1.07K
+ 18.56%
$61.03 - $71.45 $65.1K - $76.2K
6.81K $486K
IEMG
Ishares Inc

ETFs
2.58K
+ 5.96%
N/A
45.9K $2.46M
K
Kellogg CO

Consumer Defensive
1.57K
+ 57.15%
$81.06 - $82.9 $127K - $130K
4.31K $355K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
2.02K
+ 60.8%
$81.1 - $94.7 $164K - $191K
5.35K $433K
BA
Boeing CO

Industrials
1.79K
+ 6.74%
$148.15 - $186.25 $266K - $334K
28.4K $4.85M
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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