Prospera Financial Services Inc Incresed Positions in Q1 2025

Prospera Financial Services Inc

  • $4.19 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
23K
+ 4.7%
$48.31 - $49.23 $1.11M - $1.13M
513K $25.2M
FDL
First Tr Morningstar Dividend

ETFs
11.5K
+ 4.18%
$39.69 - $43.83 $456K - $503K
286K $12.4M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
90.8K
+ 12.73%
$32.49 - $37.99 $2.95M - $3.45M
805K $27M
COST
Costco Wholesale Corp

Consumer Defensive
569
+ 2.09%
$890.62 - $1076.86 $507K - $613K
27.8K $26.3M
IAK
Ishares Tr

ETFs
4.48K
+ 7.17%
$121.85 - $137.9 $546K - $618K
67K $9.23M
EPD
Enterprise Products Partners L.P.

Energy
14K
+ 4.67%
$31.75 - $34.14 $444K - $477K
313K $10.7M
AIG
American International Group, Inc.

Financial Services
14K
+ 232.29%
$70.5 - $86.94 $986K - $1.22M
20K $1.74M
RTX
Raytheon Technologies Corp

Industrials
305
+ 0.41%
$114.1 - $135.66 $34.8K - $41.4K
74.7K $9.89M
PGR
Progressive Corp

Financial Services
3.56K
+ 61.7%
$235.61 - $291.22 $838K - $1.04M
9.32K $2.64M
PEP
Pepsico Inc

Consumer Defensive
9.87K
+ 8.57%
$142.64 - $156.42 $1.41M - $1.54M
125K $18.8M
COP
Conocophillips

Energy
6.41K
+ 7.39%
$88.6 - $105.85 $568K - $678K
93K $9.77M
ITA
Ishares Tr

ETFs
4.55K
+ 7.52%
$144.84 - $159.5 $659K - $726K
65.1K $9.96M
ISRG
Intuitive Surgical Inc

Healthcare
3.32K
+ 18.06%
$476.63 - $610.45 $1.58M - $2.02M
21.7K $10.7M
PSLV
Sprott Physical Silver Trust

Financial Services
3.25K
+ 0.58%
$9.86 - $11.68 $32K - $37.9K
567K $6.58M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
29.7K
+ 9.31%
$53.6 - $58.97 $1.59M - $1.75M
349K $19.1M
HYLS
First Tr Tactical High Yield L

ETFs
26K
+ 82.46%
$40.95 - $41.77 $1.06M - $1.09M
57.5K $2.36M
BMY
Bristol Myers Squibb CO

Healthcare
13.5K
+ 26.44%
$53.9 - $63.11 $725K - $849K
64.4K $3.93M
VOT
Vanguard Mid Cap Growth Index

ETFs
4.36K
+ 87.73%
$237.72 - $276.98 $1.04M - $1.21M
9.32K $2.28M
OKE
Oneok Inc

Energy
10.3K
+ 85.53%
$89.57 - $109.85 $925K - $1.13M
22.4K $2.22M
KO
Coca Cola CO

Consumer Defensive
2.16K
+ 2.36%
$60.81 - $72.32 $131K - $156K
93.5K $6.7M
XLC
Select Sector Spdr Tr Communic

ETFs
10.4K
+ 46.57%
$94.84 - $105.31 $987K - $1.1M
32.7K $3.16M
GS
Goldman Sachs Group Inc

Financial Services
2.15K
+ 30.28%
$524.81 - $672.19 $1.13M - $1.44M
9.24K $5.05M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
7.12K
+ 30.54%
$192.82 - $222.1 $1.37M - $1.58M
30.4K $5.87M
CMCSA
Comcast Corp

Communication Services
31.6K
+ 9.96%
$33.19 - $38.23 $1.05M - $1.21M
349K $12.9M
UNP
Union Pacific Corp

Industrials
3K
+ 10.13%
$225.21 - $254.42 $675K - $762K
32.6K $7.69M
AXP
American Express CO

Financial Services
8.51K
+ 17.52%
$255.39 - $325.87 $2.17M - $2.77M
57.1K $15.4M
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
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
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
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
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
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
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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