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
VRT
Vertiv Holdings CO

Industrials
565
+ 5.22%
N/A
11.4K $986K
ARGT
Global X Msci Argentina ETF

ETFs
689
+ 16.68%
$78.45 - $89.29 $54.1K - $61.5K
4.82K $389K
CTVA
Corteva, Inc.

Basic Materials
92
+ 1.32%
$55.94 - $66.15 $5.15K - $6.09K
7.08K $445K
LDSF
First Tr ETF Viii Low Duration

ETFs
2.15K
+ 3.11%
$18.68 - $18.94 $40.2K - $40.8K
71.4K $1.35M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
307
+ 1.56%
$48.43 - $49.9 $14.9K - $15.3K
20K $996K
RMI
River North Opportunistic Municipal Income Fund, Inc.

N/A
3.25K
+ 10.73%
$14.93 - $15.83 $48.5K - $51.5K
33.6K $500K
GLU
Gabelli Global Utility & Income Trust

Financial Services
147
+ 0.45%
$14.67 - $16.28 $2.16K - $2.39K
32.6K $529K
VONV
Vanguard Russell 1000 Value Et

ETFs
470
+ 15.0%
$80.21 - $86.14 $37.7K - $40.5K
3.6K $297K
RGA
Reinsurance Group Of America Inc

Financial Services
369
+ 20.07%
$186.01 - $231.1 $68.6K - $85.3K
2.21K $434K
VAW
Vanguard Materials ETF

ETFs
200
+ 4.37%
$185.71 - $202.46 $37.1K - $40.5K
4.78K $901K
TFLO
Ishares Treasury Floating Rate

ETFs
752
+ 8.63%
$50.48 - $50.68 $38K - $38.1K
9.46K $479K
LYG
Lloyds Banking Group PLC

Financial Services
756
+ 2.34%
$2.58 - $3.9 $1.95K - $2.95K
33.1K $126K
KHC
Kraft Heinz CO

Consumer Defensive
1.42K
+ 10.01%
$28.51 - $32.22 $40.6K - $45.8K
15.6K $475K
ROAM
Hartford Multifactor Emerging

ETFs
1.24K
+ 8.84%
$22.41 - $24.25 $27.8K - $30.1K
15.3K $359K
FTNT
Fortinet, Inc.

Technology
314
+ 7.21%
$92.49 - $114.57 $29K - $36K
4.67K $449K
DFNL
Davis Fundamental ETF Tr

ETFs
330
+ 1.57%
$37.36 - $40.96 $12.3K - $13.5K
21.4K $840K
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
1.7K
+ 15.76%
$23.58 - $24.02 $40.2K - $40.9K
12.5K $295K
PFFA
Etfis Ser Tr I

ETFs
2.1K
+ 20.02%
$21.21 - $22.3 $44.5K - $46.8K
12.6K $266K
BWA
Borgwarner Inc

Consumer Cyclical
2.51K
+ 22.07%
$27.78 - $32.9 $69.8K - $82.7K
13.9K $398K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
611
+ 9.67%
$49.67 - $51.43 $30.3K - $31.4K
6.93K $353K
GUNR
Flexshares Tr Morningstar Glob

ETFs
406
+ 4.95%
$36.6 - $39.56 $14.9K - $16.1K
8.61K $334K
CPRT
Copart Inc

Consumer Cyclical
775
+ 7.01%
$52.3 - $59.83 $40.5K - $46.4K
11.8K $669K
WSO
Watsco Inc

Industrials
2
+ 0.22%
$463.86 - $530.75 $928 - $1.06K
913 $464K
DNP
Dnp Select Income Fund Inc

Financial Services
15
+ 0.05%
$8.93 - $9.92 $134 - $149
29.6K $292K
PBA
Pembina Pipeline Corp

Energy
27
+ 0.27%
$35.13 - $40.12 $949 - $1.08K
9.86K $394K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
605
+ 23.66%
$80.73 - $94.96 $48.8K - $57.5K
3.16K $262K
ARCC
Ares Capital Corp

Financial Services
1.15K
+ 6.93%
$21.28 - $23.81 $24.5K - $27.4K
17.8K $393K
STWD
Starwood Property Trust, Inc.

Real Estate
735
+ 4.06%
$18.41 - $20.53 $13.5K - $15.1K
18.8K $372K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
507
+ 10.22%
$39.65 - $43.35 $20.1K - $22K
5.47K $230K
CATH
Global X Fds Global X S&P 500

ETFs
930
+ 9.42%
$66.14 - $74.2 $61.5K - $69K
10.8K $729K
HBAN
Huntington Bancshares Inc

Financial Services
3.84K
+ 17.36%
$14.28 - $17.39 $54.9K - $66.8K
26K $389K
WRN
Western Copper & Gold Corp

Basic Materials
23.7K
+ 162.35%
$0.99 - $1.21 $23.4K - $28.6K
38.3K $43K
STAG
Stag Industrial, Inc.

Real Estate
283
+ 3.98%
$32.39 - $37.07 $9.17K - $10.5K
7.4K $267K
DFS
Discover Financial Services

Financial Services
175
+ 12.86%
$152.99 - $203.25 $26.8K - $35.6K
1.54K $262K
GIS
General Mills Inc

Consumer Defensive
1.04K
+ 11.65%
$57.56 - $65.3 $59.7K - $67.8K
9.95K $594K
RS
Reliance Steel & Aluminum CO

Basic Materials
18
+ 1.82%
$266.61 - $302.66 $4.8K - $5.45K
1.01K $290K
MDB
Mongo Db, Inc.

Technology
477
+ 46.31%
$175.4 - $298.52 $83.7K - $142K
1.51K $264K
DOV
Dover Corp

Industrials
231
+ 16.27%
$174.65 - $206.43 $40.3K - $47.7K
1.65K $290K
DLTR
Dollar Tree, Inc.

Consumer Defensive
306
+ 4.1%
$61.92 - $76.95 $18.9K - $23.5K
7.77K $582K
ACWI
Ishares Msci Acwi ETF

ETFs
228
+ 8.49%
$115.16 - $124.13 $26.3K - $28.3K
2.91K $339K
LBRT
Liberty Energy Inc.

Energy
5.68K
+ 34.35%
$14.13 - $23.12 $80.2K - $131K
22.2K $351K
TDIV
First Trust Nasdaq Technology

ETFs
3.18K
+ 7.34%
$73.39 - $83.95 $233K - $267K
46.5K $3.42M
NAT
Nordic American Tankers LTD

Industrials
5.72K
+ 39.11%
N/A
20.3K $80K
FEMB
First Tr ETF Emerging Markets

ETFs
420
+ 3.5%
$25.88 - $27.49 $10.9K - $11.5K
12.4K $334K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
321
+ 1.35%
$90.0 - $96.32 $28.9K - $30.9K
24.2K $2.23M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
346
+ 2.26%
$50.87 - $51.09 $17.6K - $17.7K
15.7K $800K
JEF
Jefferies Financial Group Inc.

Financial Services
1.6K
+ 60.08%
$52.22 - $81.31 $83.6K - $130K
4.26K $228K
PEG
Public Service Enterprise Group Inc

Utilities
468
+ 5.74%
$78.2 - $90.39 $36.6K - $42.3K
8.62K $709K
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
2.03K
+ 13.15%
$12.24 - $13.31 $24.8K - $27K
17.5K $213K
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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