Prospera Financial Services Inc Reduced Holdings in Q1 2025

Prospera Financial Services Inc

  • $4.19 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-54.5K
- 4.95%
$106.98 - $149.43 $5.83M - $8.15M
1.05M $114M
SPYG
Spdr Portfolio

ETFs
-311K
- 97.24%
$80.05 - $92.39 $24.9M - $28.7M
8.82K $708K
TSLA
Tesla, Inc.

Consumer Cyclical
-21.8K
- 38.1%
$222.15 - $428.22 $4.85M - $9.34M
35.4K $9.18M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-23.4K
- 43.44%
$360.07 - $417.26 $8.44M - $9.78M
30.5K $11M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-74.3K
- 84.85%
$96.3 - $112.23 $7.16M - $8.34M
13.3K $1.29M
BX
Blackstone Inc.

Financial Services
-862
- 0.36%
$136.53 - $186.74 $118K - $161K
237K $33.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
-8.47K
- 7.53%
$551.42 - $612.93 $4.67M - $5.19M
104K $58.2M
XLV
Select Sector Spdr Fund Health

ETFs
-39.1K
- 68.56%
$137.61 - $149.68 $5.37M - $5.85M
17.9K $2.61M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-125K
- 67.46%
$39.18 - $43.52 $4.89M - $5.43M
60.2K $2.52M
IWM
Ishares Russell 2000 ETF

ETFs
-19.9K
- 43.4%
$198.1 - $229.79 $3.94M - $4.57M
25.9K $5.17M
XLU
Utilities Sector Spdr

ETFs
-52.9K
- 43.61%
$74.7 - $80.27 $3.95M - $4.25M
68.4K $5.39M
FDX
Fedex Corp

Industrials
-9.47K
- 31.82%
$230.33 - $281.53 $2.18M - $2.67M
20.3K $4.95M
CEG
Constellation Energy Corp

Utilities
-13.9K
- 54.12%
$201.63 - $347.44 $2.79M - $4.81M
11.7K $2.37M
ILMN
Illumina, Inc.

Healthcare
-22.2K
- 77.7%
$79.34 - $144.22 $1.76M - $3.21M
6.39K $506K
CSCO
Cisco Systems, Inc.

Technology
-62.7K
- 27.91%
$58.74 - $64.87 $3.68M - $4.07M
162K $9.99M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-76.4K
- 59.57%
$42.38 - $43.28 $3.24M - $3.31M
51.9K $2.21M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-3.16K
- 5.33%
$307.43 - $357.48 $971K - $1.13M
56.1K $17.3M
ADBE
Adobe Inc.

Technology
-3.25K
- 12.04%
$377.84 - $464.11 $1.23M - $1.51M
23.7K $9.1M
AMD
Advanced Micro Devices Inc

Technology
-12.6K
- 14.43%
$96.63 - $129.55 $1.22M - $1.64M
74.9K $7.69M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-15.1K
- 29.67%
$169.43 - $182.84 $2.56M - $2.76M
35.8K $6.2M
XLK
Technology Sector Spdr

ETFs
-10.3K
- 48.65%
$206.38 - $242.18 $2.13M - $2.5M
10.9K $2.25M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
-78.6K
- 88.26%
$32.39 - $34.01 $2.55M - $2.67M
10.5K $338K
IYW
Ishares Dj Us Tech ETF

ETFs
-34
- 0.03%
$140.44 - $166.79 $4.77K - $5.67K
120K $16.9M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-38.6K
- 31.17%
$36.64 - $45.76 $1.42M - $1.77M
85.3K $3.2M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-15.3K
- 20.56%
$117.4 - $131.02 $1.8M - $2M
59.1K $7.08M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-25.9K
- 37.62%
$75.99 - $81.58 $1.97M - $2.11M
43K $3.29M
STZ
Constellation Brands, Inc.

Consumer Defensive
-8.17K
- 67.38%
$161.05 - $222.93 $1.32M - $1.82M
3.96K $725K
YPF
Ypf Sociedad Anonima

Energy
-39.8K
- 55.48%
$31.56 - $46.03 $1.26M - $1.83M
31.9K $1.12M
APP
App Lovin Corp

Technology
-3.86K
- 26.69%
$238.08 - $510.13 $918K - $1.97M
10.6K $2.81M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-24.1K
- 72.22%
$69.69 - $79.99 $1.68M - $1.93M
9.28K $662K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-322
- 0.56%
$211.47 - $267.17 $68.1K - $86K
57.2K $12.1M
HSY
Hershey CO

Consumer Defensive
-11K
- 45.58%
$144.74 - $186.36 $1.58M - $2.04M
13.1K $2.24M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-19.7K
- 25.86%
$97.38 - $104.52 $1.92M - $2.06M
56.6K $5.78M
WMT
Walmart Inc.

Consumer Defensive
-9.89K
- 2.84%
$84.5 - $105.05 $836K - $1.04M
339K $29.7M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-28K
- 8.1%
$59.78 - $60.03 $1.67M - $1.68M
318K $19M
SSUS
Strategy Shs Day Hagan/Ned Dav

ETFs
-11.9K
- 1.44%
$39.91 - $43.97 $476K - $525K
816K $33.2M
PDP
Invesco Exchange Traded Fd Tr

ETFs
-1.02K
- 0.57%
$96.95 - $116.13 $98.4K - $118K
177K $17.7M
FSIG
First Tr ETF Iv LTD Duration I
-70.6K
- 61.41%
$18.74 - $19.04 $1.32M - $1.34M
44.4K $840K
IGV
Ishares Expanded Tech Software

ETFs
-1.62K
- 1.6%
$88.3 - $107.83 $143K - $174K
99.8K $8.88M
VO
Vanguard Mid Cap ETF

ETFs
-3.48K
- 9.91%
$251.87 - $277.95 $876K - $967K
31.6K $8.18M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
-11K
- 13.52%
$70.83 - $76.62 $782K - $846K
70.6K $5.02M
URNM
Sprott Fds Tr Uranium Miners E

ETFs
-2.79K
- 2.74%
$32.41 - $44.87 $90.5K - $125K
99K $3.21M
PLD
Prologis, Inc.

Real Estate
-11.4K
- 17.74%
$103.59 - $124.04 $1.18M - $1.41M
52.8K $5.91M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-1.68K
- 5.47%
$408.78 - $448.82 $685K - $752K
29K $12.2M
FCG
First Tr Exchange Traded Fd

ETFs
-33.3K
- 79.94%
$22.37 - $27.09 $745K - $902K
8.36K $207K
PWZ
Invesco California Amt Free Mu

ETFs
-30.5K
- 40.4%
$23.68 - $24.72 $722K - $754K
45K $1.07M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-1.32K
- 5.43%
$161.27 - $192.3 $213K - $253K
23K $3.71M
LMT
Lockheed Martin Corp

Industrials
-384
- 2.45%
$423.19 - $506.29 $163K - $194K
15.3K $6.82M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-10.6K
- 6.56%
$95.85 - $99.25 $1.02M - $1.05M
151K $14.9M
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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