Prospera Financial Services Inc Incresed Positions in Q2 2025

Prospera Financial Services Inc

  • $5.11 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
118K
+ 279.44%
$483.48 - $539.8 $57.2M - $63.8M
161K $78M
MSFT
Microsoft Corp

Technology
18.9K
+ 8.03%
$354.56 - $497.45 $6.71M - $9.42M
255K $127M
IWF
Ishares Russell 1000 Gr ETF

ETFs
74.5K
+ 244.19%
$320.42 - $424.58 $23.9M - $31.6M
105K $44.6M
AMZN
Amazon Com Inc

Consumer Cyclical
55.3K
+ 14.48%
$167.32 - $223.3 $9.26M - $12.4M
437K $96M
GOOG
Alphabet Inc.

Communication Services
111K
+ 84.28%
$146.58 - $180.01 $16.2M - $19.9M
242K $42.9M
JPM
Jpmorgan Chase & CO

Financial Services
43.7K
+ 24.44%
$210.28 - $289.91 $9.19M - $12.7M
222K $64.5M
IVV
Ishares Core S&P 500 ETF

ETFs
26.1K
+ 38.3%
$498.8 - $620.9 $13M - $16.2M
94.1K $58.4M
EPD
Enterprise Products Partners L.P.

Energy
667K
+ 213.0%
$28.95 - $34.22 $19.3M - $22.8M
980K $30.4M
NVO
Novo Nordisk A S

Healthcare
275K
+ 267.35%
$58.08 - $81.05 $16M - $22.3M
378K $26.1M
PLTR
Palantir Technologies Inc.

Technology
41.3K
+ 18.11%
$74.01 - $144.25 $3.05M - $5.95M
269K $36.7M
WMT
Walmart Inc.

Consumer Defensive
112K
+ 32.92%
$81.79 - $99.98 $9.12M - $11.2M
450K $44M
META
Meta Platforms, Inc.

Communication Services
5.71K
+ 9.34%
$484.66 - $738.09 $2.77M - $4.22M
66.9K $49.4M
LLY
Eli Lilly & CO

Healthcare
17.7K
+ 64.94%
$713.71 - $898.95 $12.6M - $15.9M
45K $35.1M
VUG
Vanguard Growth ETF

ETFs
17.8K
+ 30.21%
$329.49 - $438.4 $5.85M - $7.78M
76.5K $33.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
8.93K
+ 8.59%
$496.48 - $617.85 $4.43M - $5.52M
113K $69.8M
NFLX
Netflix Inc

Communication Services
2.94K
+ 16.75%
$855.86 - $1339.13 $2.52M - $3.94M
20.5K $27.5M
MSTR
Microstrategy Inc

Technology
23.7K
+ 228.02%
$237.95 - $421.61 $5.64M - $10M
34.1K $13.8M
RDVY
First Trust Rising Dividend Ac

ETFs
104K
+ 10.93%
$51.6 - $62.74 $5.39M - $6.55M
1.06M $66.5M
ET
Energy Transfer LP

Energy
577K
+ 125.33%
$15.65 - $18.93 $9.02M - $10.9M
1.04M $18.8M
WSO
Watsco Inc

Industrials
23.3K
+ 2549.07%
$421.84 - $520.66 $9.82M - $12.1M
24.2K $10.7M
MA
Mastercard Inc

Financial Services
17.6K
+ 164.75%
$479.92 - $590.74 $8.46M - $10.4M
28.3K $15.9M
CGGR
Capital Group Growth ETF Shs C

ETFs
84.6K
+ 8.55%
$30.53 - $40.65 $2.58M - $3.44M
1.07M $43.7M
CRWD
Crowd Strike Holdings, Inc.

Technology
14.6K
+ 126.32%
$321.63 - $509.31 $4.69M - $7.42M
26.1K $13.3M
GOOGL
Alphabet Inc.

Communication Services
23.7K
+ 11.04%
$144.7 - $178.6 $3.43M - $4.23M
238K $42M
ORCL
Oracle Corp

Technology
19.5K
+ 34.48%
$122.82 - $218.63 $2.4M - $4.27M
76.2K $16.7M
V
Visa Inc.

Financial Services
21.8K
+ 32.34%
$308.27 - $373.31 $6.73M - $8.15M
89.4K $31.7M
PSLV
Sprott Physical Silver Trust

Financial Services
580K
+ 102.3%
$9.98 - $12.51 $5.79M - $7.26M
1.15M $14M
UNP
Union Pacific Corp

Industrials
31.3K
+ 96.1%
$208.27 - $238.46 $6.52M - $7.46M
63.9K $14.7M
AWK
American Water Works Company, Inc.

Utilities
47K
+ 1952.49%
$133.82 - $151.96 $6.29M - $7.14M
49.4K $6.87M
TSLA
Tesla, Inc.

Consumer Cyclical
13.8K
+ 38.94%
$221.86 - $362.89 $3.06M - $5.01M
49.2K $15.6M
LHX
L3 Harris Technologies, Inc.

Industrials
17K
+ 35.8%
$200.21 - $256.99 $3.4M - $4.37M
64.5K $16.2M
CGDV
Capital Group Divid Value ETF

ETFs
53.1K
+ 5.34%
$31.93 - $39.49 $1.69M - $2.1M
1.05M $41.4M
IBM
International Business Machines Corp

Technology
3.43K
+ 3.41%
$221.03 - $294.78 $757K - $1.01M
104K $30.6M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
5.69K
+ 9.94%
$179.95 - $278.88 $1.02M - $1.59M
62.9K $17.5M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
10.3K
+ 270.65%
$483.07 - $625.6 $4.99M - $6.46M
14.1K $7.42M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
56.9K
+ 926.49%
$70.44 - $86.87 $4.01M - $4.94M
63K $5.48M
BA
Boeing CO

Industrials
18.2K
+ 64.2%
$136.59 - $217.51 $2.49M - $3.97M
46.6K $9.77M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
17K
+ 55.85%
$171.4 - $227.1 $2.91M - $3.86M
47.4K $10.8M
FV
First Trust Dorsey Wright Focu

ETFs
21.7K
+ 2.75%
$48.43 - $59.26 $1.05M - $1.29M
812K $48.1M
IDU
Ishares Tr U S Utils ETF

ETFs
44.6K
+ 204.43%
$93.98 - $106.11 $4.19M - $4.73M
66.4K $6.94M
WFC
Wells Fargo & Company

Financial Services
41.1K
+ 24.62%
$60.98 - $80.12 $2.5M - $3.29M
208K $16.7M
GLD
Spdr Gold Trust

ETFs
10.2K
+ 11.25%
$273.71 - $316.29 $2.78M - $3.21M
100K $30.6M
OXY
Occidental Petroleum Corp

Energy
108K
+ 1356.03%
$36.11 - $49.33 $3.91M - $5.35M
116K $4.89M
PHYS
Sprott Physical Gold Trust

Financial Services
161K
+ 49.95%
$22.82 - $26.29 $3.67M - $4.23M
483K $12.2M
IWM
Ishares Russell 2000 ETF

ETFs
18.7K
+ 72.33%
$174.82 - $215.79 $3.28M - $4.04M
44.7K $9.64M
AXP
American Express CO

Financial Services
5.05K
+ 8.84%
$231.39 - $318.98 $1.17M - $1.61M
62.1K $19.8M
UBER
Uber Technologies, Inc

Technology
20.1K
+ 16.89%
$64.62 - $93.3 $1.3M - $1.87M
139K $13M
VO
Vanguard Mid Cap ETF

ETFs
12.7K
+ 40.31%
$228.54 - $279.83 $2.91M - $3.57M
44.4K $12.4M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
213K
+ 419.44%
$17.99 - $18.99 $3.84M - $4.05M
264K $5.02M
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
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