Prospera Financial Services Inc Incresed Positions in Q4 2024

Prospera Financial Services Inc

  • $4.16 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SNA
Snap On Inc

Industrials
43
+ 0.73%
$285.44 - $371.35 $12.3K - $16K
5.97K $2.03M
VIS
Vanguard Industrial ETF

ETFs
1.33K
+ 24.51%
$254.39 - $279.7 $338K - $372K
6.75K $1.72M
IAUM
I Shares Gold Trust Micro

ETFs
11.9K
+ 13.95%
$25.56 - $27.81 $304K - $331K
97.3K $2.55M
VIG
Vanguard Dividend Appreciation

ETFs
1.67K
+ 3.66%
N/A
47.1K $8.59M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
6.96K
+ 68.13%
$45.07 - $47.1 $313K - $328K
17.2K $775K
BOND
Pimco Active Bond Exchange Tra

ETFs
3.38K
+ 109.39%
$90.42 - $94.5 $306K - $319K
6.47K $584K
PINS
Pinterest, Inc.

Communication Services
12.9K
+ 52.48%
$28.24 - $34.15 $365K - $441K
37.5K $1.09M
CCJ
Cameco Corp

Energy
2.12K
+ 4.23%
$48.64 - $61.14 $103K - $129K
52.2K $2.68M
WPM
Wheaton Precious Metals Corp.

Basic Materials
12.6K
+ 14.48%
$56.08 - $68.53 $708K - $866K
99.9K $5.62M
PAYC
Paycom Software, Inc.

Technology
1.08K
+ 63.75%
$159.94 - $240.25 $172K - $259K
2.77K $567K
SRLN
Ssga Active Trust

ETFs
6.72K
+ 8.14%
$41.48 - $42.08 $279K - $283K
89.3K $3.73M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
15K
+ 14.46%
$21.68 - $22.16 $325K - $332K
119K $2.57M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
512
+ 12.98%
$340.59 - $380.5 $174K - $195K
4.46K $1.63M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
140
+ 4.64%
$1146.59 - $1270.6 $161K - $178K
3.16K $3.74M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
5.48K
+ 69.51%
$47.07 - $48.75 $258K - $267K
13.4K $639K
WTAI
Wisdomtree Tr Artificial Intel

ETFs
2.82K
+ 2.93%
$19.51 - $23.42 $55K - $66K
99.2K $2.18M
SOUN
Soundhound Ai, Inc.

Technology
636
+ 4.02%
$4.51 - $24.23 $2.87K - $15.4K
16.5K $326K
ENB
Enbridge Inc

Energy
4.48K
+ 13.78%
$40.4 - $43.92 $181K - $197K
37K $1.57M
XLC
Select Sector Spdr Tr Communic

ETFs
1.17K
+ 5.5%
$89.66 - $102.16 $104K - $119K
22.3K $2.16M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
700
+ 8.93%
$47.29 - $84.74 $33.1K - $59.3K
8.54K $636K
DFAU
Dimensional ETF Tr

ETFs
5.55K
+ 37.11%
$39.27 - $42.38 $218K - $235K
20.5K $830K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
4.2K
+ 7.47%
$44.57 - $46.43 $187K - $195K
60.5K $2.76M
VFH
Vanguard Financial ETF

ETFs
1.5K
+ 23.06%
$108.87 - $126.2 $163K - $189K
7.98K $942K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
5.59K
+ 10.59%
$74.5 - $78.37 $417K - $438K
58.4K $4.36M
NTAP
Net App, Inc.

Technology
2.29K
+ 37.98%
$115.31 - $131.11 $264K - $300K
8.32K $965K
VONG
Vanguard Russell 1000 Growth E

ETFs
608
+ 2.6%
$95.27 - $107.82 $57.9K - $65.6K
23.9K $2.47M
EMLP
First Tr Exchange Traded Iv

ETFs
1.03K
+ 1.17%
$33.69 - $38.24 $34.8K - $39.5K
89.3K $3.18M
MPLX
Mplx LP

Energy
2.63K
+ 9.91%
$43.77 - $51.66 $115K - $136K
29.2K $1.4M
CAT
Caterpillar Inc

Industrials
8.07K
+ 8.44%
$360.37 - $416.88 $2.91M - $3.36M
104K $37.6M
SAP
Sap Se

Technology
78
+ 0.69%
$218.13 - $255.54 $17K - $19.9K
11.5K $2.82M
DWAW
Advisorshares Tr Dorsey Wright

ETFs
1.83K
+ 1.27%
$38.84 - $42.52 $71.2K - $78K
146K $5.87M
MO
Altria Group, Inc.

Consumer Defensive
2.13K
+ 2.69%
$49.06 - $57.74 $105K - $123K
81.3K $4.25M
HWM
Howmet Aerospace Inc.

Industrials
1.21K
+ 14.57%
$99.72 - $120.09 $121K - $146K
9.55K $1.04M
XLY
Select Sector Spdr Consumer Di

ETFs
268
+ 4.34%
$194.8 - $239.43 $52.2K - $64.2K
6.45K $1.45M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
2.13K
+ 15.89%
$99.0 - $99.5 $210K - $211K
15.5K $1.54M
ITW
Illinois Tool Works Inc

Industrials
1.64K
+ 6.61%
$253.56 - $278.5 $416K - $456K
26.4K $6.7M
SLB
Schlumberger Limited

Energy
8.24K
+ 25.91%
$36.83 - $45.59 $304K - $376K
40.1K $1.54M
ACN
Accenture PLC

Technology
718
+ 2.22%
$343.9 - $376.86 $247K - $271K
33K $11.6M
PDI
Pimco Dynamic Income Fund

Financial Services
12.3K
+ 83.39%
$18.33 - $20.85 $225K - $256K
27K $495K
SRE
Sempra Energy

Utilities
621
+ 1.8%
$80.81 - $94.77 $50.2K - $58.9K
35.1K $3.08M
D
Dominion Energy, Inc

Utilities
7.4K
+ 14.17%
$52.63 - $60.92 $390K - $451K
59.6K $3.21M
KRE
Spdr S&P Regional Banking ETF

ETFs
2.64K
+ 29.67%
$54.6 - $68.9 $144K - $182K
11.5K $696K
VOOV
Vanguard S&P 500 Value ETF

ETFs
1.32K
+ 15.99%
$184.21 - $199.29 $242K - $262K
9.55K $1.76M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
29.4K
+ 33.61%
$11.91 - $14.14 $351K - $416K
117K $1.43M
COIN
Coinbase Global, Inc.

Technology
208
+ 10.51%
$163.17 - $343.62 $33.9K - $71.5K
2.19K $543K
GE
General Electric CO

Industrials
4.73K
+ 17.17%
$159.95 - $194.23 $757K - $919K
32.3K $5.39M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
14.5K
+ 365.42%
$27.54 - $83.04 $400K - $1.21M
18.5K $512K
FTLS
First Tr Long/Short Equity ETF

ETFs
2.3K
+ 19.7%
$63.1 - $67.29 $145K - $154K
14K $918K
TJX
Tjx Companies Inc

Consumer Cyclical
1.29K
+ 18.44%
$112.15 - $127.2 $145K - $164K
8.28K $1M
Activity Summary
Buys All Purchases 716 New Holdings 83 Increased Positions 633 Sells All Sells 359 Reductions 359 Sold out 0 Options Calls 0 Puts 0
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