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
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
1.99K
+ 13.14%
$8.11 - $8.58 $16.2K - $17.1K
17.2K $139K
BLW
Blackrock LTD Duration Income Trust

Financial Services
1.07K
+ 7.64%
$13.95 - $14.38 $15K - $15.4K
15.1K $213K
VOE
Vanguard Mid Cap Value Index F

ETFs
183
+ 1.58%
$156.61 - $168.02 $28.7K - $30.7K
11.7K $1.89M
NEAR
Blackrock Short Maturity Bond

ETFs
146
+ 0.84%
$50.4 - $50.89 $7.36K - $7.43K
17.5K $889K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
851
+ 13.42%
$203.38 - $274.79 $173K - $234K
7.19K $1.48M
VOOV
Vanguard S&P 500 Value ETF

ETFs
86
+ 0.9%
$179.71 - $192.06 $15.5K - $16.5K
9.63K $1.77M
GSL
Global Ship Lease, Inc.

Industrials
56
+ 0.53%
$21.1 - $23.88 $1.18K - $1.34K
10.5K $240K
TXT
Textron Inc

Industrials
536
+ 8.62%
$70.19 - $81.2 $37.6K - $43.5K
6.75K $487K
FPE
First Tr Pfd Secs & Income ETF

ETFs
12.2K
+ 0.66%
$17.53 - $17.87 $214K - $218K
1.85M $32.6M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
2
+ 0.01%
$39.61 - $42.65 $79.2 - $85.3
39.7K $1.62M
PEY
Invesco Exchange Traded Fd Tr

ETFs
91
+ 0.24%
$20.82 - $22.08 $1.89K - $2.01K
37.4K $803K
POWW
Ammo, Inc.

Industrials
2.3K
+ 8.86%
$1.17 - $1.88 $2.69K - $4.32K
28.3K $38K
CBRE
Cbre Group, Inc.

Real Estate
77
+ 4.21%
$121.79 - $147.13 $9.38K - $11.3K
1.91K $249K
EL
Estee Lauder Companies Inc

Consumer Defensive
557
+ 18.07%
$64.26 - $85.48 $35.8K - $47.6K
3.64K $240K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
67
+ 0.05%
$12.03 - $12.69 $806 - $850
126K $1.54M
SYY
Sysco Corp

Consumer Defensive
383
+ 2.56%
$70.0 - $77.13 $26.8K - $29.5K
15.3K $1.15M
JPMB
J P Morgan Usd Emerging Market

ETFs
40
+ 0.37%
$37.79 - $39.03 $1.51K - $1.56K
10.9K $421K
OHI
Omega Healthcare Investors Inc

Real Estate
123
+ 1.63%
$35.7 - $38.33 $4.39K - $4.71K
7.68K $292K
MCHP
Microchip Technology Inc

Technology
10.1K
+ 18.69%
$48.41 - $64.3 $489K - $649K
64.1K $3.1M
MET
Metlife Inc

Financial Services
151
+ 3.83%
$77.7 - $87.0 $11.7K - $13.1K
4.09K $328K
AOR
Ishares Tr Core Growth Allocat

ETFs
50
+ 0.48%
$56.63 - $59.39 $2.83K - $2.97K
10.4K $598K
NRZ
New Residential Investment Corp.

Real Estate
832
+ 3.72%
N/A
23.2K $168K
PCEF
Invesco Cef Income Composite E

ETFs
451
+ 3.71%
$18.8 - $19.89 $8.48K - $8.97K
12.6K $237K
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
3.79K
+ 21.12%
$20.63 - $25.57 $78.1K - $96.8K
21.7K $447K
ABC
Amerisourcebergen Corp

Healthcare
29
+ 0.29%
N/A
10.1K $1.86M
PBYI
Puma Biotechnology, Inc.

Healthcare
6.36K
+ 3.58%
$2.76 - $3.88 $17.6K - $24.7K
184K $545K
HMC
Honda Motor CO LTD

Consumer Cyclical
783
+ 6.26%
$26.9 - $30.41 $21.1K - $23.8K
13.3K $360K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
12
+ 0.35%
$66.3 - $74.17 $796 - $890
3.44K $238K
IAUX
I 80 Gold Corp.
1K
+ 7.52%
$0.53 - $0.83 $530 - $830
14.3K $8K
FICO
Fair Isaac Corp

Technology
16
+ 8.56%
$1695.35 - $2030.47 $27.1K - $32.5K
203 $374K
FEX
First Tr Large Cap Core Alphde

ETFs
123
+ 2.15%
$99.27 - $109.89 $12.2K - $13.5K
5.84K $598K
CACI
Caci International Inc

Technology
4
+ 0.54%
N/A
751 $321K
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
88
+ 0.68%
$6.04 - $6.31 $532 - $555
13K $79K
TFC
Truist Financial Corp

Financial Services
2.47K
+ 5.47%
$39.48 - $48.15 $97.5K - $119K
47.6K $1.96M
BALL
Ball Corp

Consumer Cyclical
278
+ 5.76%
$49.04 - $56.53 $13.6K - $15.7K
5.11K $265K
MSTR
Microstrategy Inc

Technology
51
+ 0.49%
$239.27 - $396.5 $12.2K - $20.2K
10.4K $3M
Proshares Tr
2.04K
+ 27.11%
N/A
9.54K $0
Blackrock ETF Trust Ii
23.8K
+ 206.64%
N/A
35.4K $0
Te Connectivity PLC
708
+ 34.17%
N/A
2.78K $0
American Healthcare Reit Inc
3.37K
+ 10.41%
N/A
35.7K $0
Arista Networks Inc
6.23K
+ 90.04%
N/A
13.1K $0
SMOT
Vaneck ETF Tr Morningstar Smid
13.1K
+ 32.96%
N/A
52.9K $0
T Rowe Price ETF Inc
26.1K
+ 8.46%
N/A
335K $0
Invesco Exchange Traded Fd T
3.04K
+ 15.68%
N/A
22.4K $0
Rbb Fd Inc
8K
+ 20.93%
N/A
46.2K $0
Capital Group Core Balanced
26.9K
+ 77.74%
N/A
61.5K $0
Ea Series Trust
5.14K
+ 22.11%
N/A
28.4K $0
FJAN
First Exc Trd Viii Cboe Vest U
372
+ 0.78%
N/A
48.3K $0
Ge Healthcare Technologies I
313
+ 7.07%
N/A
4.74K $0
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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