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
VFH
Vanguard Financial ETF

ETFs
5.52K
+ 69.09%
$114.07 - $127.34 $629K - $702K
13.5K $1.61M
VTV
Vanguard Value ETF

ETFs
852
+ 0.57%
$167.73 - $179.21 $143K - $153K
151K $26M
FTHI
First Trust Exchange Traded Fd

ETFs
35.2K
+ 45.44%
$21.62 - $23.74 $761K - $836K
113K $2.46M
SHW
Sherwin Williams CO

Basic Materials
1.48K
+ 10.06%
$330.16 - $365.55 $490K - $542K
16.2K $5.67M
TRV
Travelers Companies, Inc.

Financial Services
1.06K
+ 6.92%
$232.43 - $265.13 $246K - $281K
16.4K $4.33M
LHX
L3 Harris Technologies, Inc.

Industrials
3.24K
+ 7.32%
$194.65 - $222.86 $631K - $722K
47.5K $9.94M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
6.02K
+ 178.45%
$100.59 - $103.47 $606K - $623K
9.4K $972K
IYE
Ishares Tr

ETFs
8.41K
+ 16.85%
$45.23 - $49.95 $380K - $420K
58.3K $2.88M
MRK
Merck & Co., Inc.

Healthcare
20.9K
+ 15.86%
$83.01 - $101.02 $1.73M - $2.11M
152K $13.7M
ECL
Ecolab Inc.

Basic Materials
1.68K
+ 20.63%
$229.72 - $269.82 $385K - $452K
9.8K $2.48M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
1.54K
+ 4.52%
$43.79 - $57.46 $67.2K - $88.2K
35.5K $2.03M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.11K
+ 3.24%
$74.85 - $84.89 $158K - $179K
67.3K $5.5M
TROW
Price T Rowe Group Inc

Financial Services
7.61K
+ 125.23%
$91.57 - $116.93 $697K - $890K
13.7K $1.26M
IAU
Ishares Gold Trust

ETFs
1.69K
+ 3.56%
$49.74 - $58.96 $84K - $99.5K
49.1K $2.9M
PFF
Ishares Trust Ishares Pfd And

ETFs
22.4K
+ 11.3%
$30.73 - $32.26 $688K - $722K
221K $6.78M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
20.1K
+ 4.15%
$24.5 - $24.95 $492K - $501K
504K $12.5M
SPOT
Spotify Technology S.A.

Communication Services
862
+ 130.61%
$457.79 - $648.32 $395K - $559K
1.52K $837K
OEF
Ishares S&P 100 ETF

ETFs
2.03K
+ 60.47%
N/A
5.39K $1.43M
VTI
Vanguard Total Stock Market Et

ETFs
6.16K
+ 7.98%
$271.18 - $303.12 $1.67M - $1.87M
83.3K $22.9M
JNK
Spdr Bloomberg High Yield Bond

ETFs
5.74K
+ 7.71%
$94.86 - $97.12 $545K - $558K
80.2K $7.64M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
5.36K
+ 9.18%
$73.78 - $76.59 $396K - $411K
63.8K $4.88M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
11.5K
+ 21.35%
$47.03 - $47.8 $540K - $549K
65.3K $3.07M
PH
Parker Hannifin Corp

Industrials
910
+ 62.07%
$591.65 - $707.05 $538K - $643K
2.38K $1.44M
PAYX
Paychex Inc

Industrials
87
+ 0.24%
$136.06 - $154.52 $11.8K - $13.4K
35.6K $5.49M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
24.1K
+ 22.67%
$19.43 - $19.62 $468K - $473K
130K $2.55M
APD
Air Products & Chemicals, Inc.

Basic Materials
1.39K
+ 9.71%
$283.24 - $338.07 $394K - $470K
15.7K $4.63M
EBAY
Ebay Inc

Consumer Cyclical
1.02K
+ 1.44%
$61.61 - $70.93 $62.8K - $72.3K
71.7K $4.85M
TT
Trane Technologies PLC

Industrials
1.69K
+ 59.29%
$332.0 - $400.86 $562K - $678K
4.55K $1.53M
ZTS
Zoetis Inc.

Healthcare
2.7K
+ 16.83%
$156.48 - $175.67 $423K - $475K
18.8K $3.09M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
20.9K
+ 15.24%
$23.19 - $23.5 $484K - $490K
158K $3.66M
NEM
Newmont Corp

Basic Materials
559
+ 1.41%
$37.79 - $48.39 $21.1K - $27.1K
40.2K $1.94M
XYL
Xylem Inc.

Industrials
3.7K
+ 55.33%
$114.02 - $132.04 $422K - $488K
10.4K $1.24M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.73K
+ 24.93%
$142.8 - $176.36 $247K - $305K
8.66K $1.49M
CMF
Ishares California Muni Bond E

ETFs
8.5K
+ 50.01%
$55.93 - $57.47 $475K - $488K
25.5K $1.43M
TSCO
Tractor Supply CO

Consumer Cyclical
6.96K
+ 19.33%
$51.66 - $57.94 $359K - $403K
42.9K $2.37M
WM
Waste Management Inc

Industrials
676
+ 6.68%
$200.54 - $233.78 $136K - $158K
10.8K $2.5M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
19.8K
+ 13.08%
$23.03 - $23.17 $457K - $460K
171K $3.95M
FANG
Diamondback Energy, Inc.

Energy
3.14K
+ 23.66%
$139.9 - $180.18 $439K - $566K
16.4K $2.62M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
8.79K
+ 102.31%
$50.48 - $51.04 $444K - $448K
17.4K $881K
BRO
Brown & Brown, Inc.

Financial Services
134
+ 0.71%
$100.54 - $124.4 $13.5K - $16.7K
19.1K $2.37M
JPIE
J P Morgan Exchange Traded Fd
8.08K
+ 5.55%
$45.46 - $46.18 $367K - $373K
154K $7.08M
C
Citigroup Inc

Financial Services
5.55K
+ 7.84%
$67.23 - $84.63 $373K - $469K
76.3K $5.41M
ELY
Callaway Golf CO

Consumer Cyclical
23.1K
+ 125.4%
N/A
41.4K $778K
INTU
Intuit Inc

Technology
723
+ 65.85%
$555.63 - $630.23 $402K - $456K
1.82K $1.12M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
19.5K
+ 17.13%
$20.05 - $20.4 $392K - $399K
134K $2.72M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
240
+ 0.29%
$87.68 - $94.52 $21K - $22.7K
82.1K $7.69M
HON
Honeywell International Inc

Industrials
6K
+ 9.92%
$202.75 - $226.52 $1.22M - $1.36M
66.5K $14.1M
SHV
Ishares Tr

ETFs
3.72K
+ 38.69%
$110.11 - $110.51 $410K - $412K
13.3K $1.47M
MA
Mastercard Inc

Financial Services
350
+ 3.38%
$504.67 - $576.31 $177K - $202K
10.7K $5.87M
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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