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
VCR
Vanguard Consumer Discretionar

ETFs
1.6K
+ 70.84%
$318.51 - $391.75 $511K - $628K
3.87K $1.26M
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
27.2K
+ 19.75%
$13.34 - $13.81 $363K - $376K
165K $2.25M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
2.75K
+ 8.05%
$67.08 - $76.14 $185K - $210K
36.9K $2.72M
PPG
Ppg Industries Inc

Basic Materials
4.28K
+ 63.75%
$107.44 - $124.29 $459K - $531K
11K $1.2M
QCOM
Qualcomm Inc

Technology
2.56K
+ 6.39%
$151.94 - $175.86 $389K - $450K
42.6K $6.54M
SCHW
Schwab Charles Corp

Financial Services
2.15K
+ 4.21%
$71.24 - $83.64 $153K - $179K
53.1K $4.15M
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.09K
+ 14.89%
$168.16 - $186.21 $520K - $576K
23.9K $4.08M
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
6.43K
+ 18.26%
$47.59 - $50.79 $306K - $327K
41.7K $2.08M
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.3K
+ 9.23%
$56.12 - $68.15 $129K - $157K
27.2K $1.85M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
18.1K
+ 15.54%
$18.18 - $18.58 $328K - $336K
134K $2.49M
SAP
Sap Se

Technology
370
+ 3.23%
$241.4 - $293.69 $89.3K - $109K
11.8K $3.18M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
12K
+ 158.01%
$29.68 - $32.59 $357K - $392K
19.7K $586K
GPN
Global Payments Inc

Industrials
5.7K
+ 38.1%
$92.18 - $113.03 $525K - $644K
20.7K $2.02M
KMI
Kinder Morgan, Inc.

Energy
9.03K
+ 11.71%
$26.1 - $31.22 $236K - $282K
86.2K $2.46M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.2K
+ 3.24%
$77.7 - $78.94 $248K - $252K
102K $8.05M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
3.24K
+ 85.96%
$113.13 - $127.79 $366K - $414K
7.01K $792K
MRVL
Marvell Technology, Inc.

Technology
10.3K
+ 173.05%
$61.57 - $126.06 $631K - $1.29M
16.2K $996K
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.03K
+ 13.68%
$497.6 - $606.74 $511K - $623K
8.53K $4.24M
EVRG
Evergy, Inc.

Utilities
1.32K
+ 3.95%
$59.9 - $69.52 $78.9K - $91.6K
34.7K $2.39M
AOK
Ishares Tr Core Conservative A

ETFs
8.9K
+ 143.04%
$36.86 - $38.15 $328K - $340K
15.1K $569K
CGCP
Capital Group Core Plus Income

ETFs
13.5K
+ 10.84%
$21.94 - $22.64 $296K - $305K
138K $3.09M
BHP
Bhp Group LTD

Basic Materials
6.93K
+ 69.26%
$48.18 - $52.11 $334K - $361K
16.9K $821K
VHT
Vanguard Health Care ETF

ETFs
1.12K
+ 35.71%
$254.06 - $273.83 $285K - $307K
4.26K $1.13M
D
Dominion Energy, Inc

Utilities
3.48K
+ 5.84%
$52.85 - $57.43 $184K - $200K
63.1K $3.54M
NTR
Nutrien Ltd.

Basic Materials
5.79K
+ 82.04%
$45.28 - $53.84 $262K - $312K
12.9K $638K
MS
Morgan Stanley

Financial Services
3.64K
+ 32.4%
$111.68 - $141.08 $407K - $514K
14.9K $1.74M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
10.4K
+ 14.03%
$48.06 - $53.73 $498K - $557K
84.3K $4.11M
EOG
Eog Resources Inc

Energy
668
+ 1.65%
$120.54 - $138.05 $80.5K - $92.2K
41.1K $5.27M
MCK
Mckesson Corp

Healthcare
25
+ 0.88%
$566.21 - $672.99 $14.2K - $16.8K
2.86K $1.93M
DECK
Deckers Outdoor Corp

Consumer Cyclical
5.16K
+ 174.25%
$111.56 - $223.11 $576K - $1.15M
8.13K $908K
CRWD
Crowd Strike Holdings, Inc.

Technology
514
+ 4.66%
$308.86 - $455.36 $159K - $234K
11.5K $4.07M
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
13.1K
+ 88.99%
$22.77 - $24.73 $298K - $324K
27.8K $646K
LGOV
First Tr ETF Iv Long Duration

ETFs
10.3K
+ 9.58%
$20.41 - $21.7 $210K - $223K
118K $2.53M
CGGO
Capital Group Global Growth Eq

ETFs
27.4K
+ 4.92%
$28.33 - $30.84 $778K - $846K
585K $16.6M
IQV
Iqvia Holdings Inc.

Healthcare
2.75K
+ 27.61%
$176.3 - $209.96 $485K - $578K
12.7K $2.24M
BAH
Booz Allen Hamilton Holding Corp

Industrials
3.48K
+ 104.35%
$102.72 - $143.06 $357K - $498K
6.81K $712K
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
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
ROP
Roper Technologies Inc

Industrials
325
+ 32.6%
$502.71 - $593.81 $163K - $193K
1.32K $779K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
2.49K
+ 1.76%
$44.68 - $46.49 $111K - $116K
144K $6.65M
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
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
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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