Prospera Financial Services Inc Reduced Holdings in Q2 2025

Prospera Financial Services Inc

  • $5.11 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IWD
Ishares Russell 1000 Val ETF

ETFs
-147K
- 82.2%
$166.82 - $194.23 $24.5M - $28.5M
31.8K $6.18M
IYJ
Ishares Tr

ETFs
-87.8K
- 52.99%
$115.07 - $142.31 $10.1M - $12.5M
77.9K $11.1M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-354K
- 70.24%
$24.48 - $24.9 $8.66M - $8.81M
150K $3.73M
IYF
Ishares Tr

ETFs
-65.5K
- 63.55%
$99.23 - $120.99 $6.5M - $7.92M
37.6K $4.55M
IYW
Ishares Dj Us Tech ETF

ETFs
-61.9K
- 51.52%
$122.57 - $173.27 $7.59M - $10.7M
58.3K $10.1M
XOM
Exxon Mobil Corp

Energy
-6.23K
- 1.37%
$99.93 - $119.04 $622K - $741K
448K $48.3M
CAT
Caterpillar Inc

Industrials
-30.6K
- 28.93%
$273.94 - $388.21 $8.37M - $11.9M
75.1K $29.1M
MRK
Merck & Co., Inc.

Healthcare
-50.1K
- 32.82%
$73.47 - $87.12 $3.68M - $4.36M
102K $8.11M
CRM
Salesforce, Inc.

Technology
-21.5K
- 29.19%
$236.26 - $291.15 $5.08M - $6.26M
52.2K $14.2M
GILD
Gilead Sciences, Inc.

Healthcare
-48.5K
- 39.12%
$96.91 - $113.0 $4.7M - $5.48M
75.5K $8.37M
IYC
Ishares U.S. Consumer Discreti

ETFs
-78.3K
- 38.06%
$79.19 - $99.64 $6.2M - $7.8M
127K $12.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-15.6K
- 24.56%
$456.74 - $568.03 $7.14M - $8.88M
48K $27.3M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-317K
- 17.12%
$16.93 - $17.81 $5.37M - $5.65M
1.54M $27.3M
ADBE
Adobe Inc.

Technology
-12.1K
- 51.11%
$340.0 - $420.68 $4.12M - $5.1M
11.6K $4.49M
PEP
Pepsico Inc

Consumer Defensive
-13.1K
- 10.51%
$128.02 - $151.37 $1.68M - $1.99M
112K $14.8M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-70.1K
- 13.65%
$48.5 - $49.35 $3.4M - $3.46M
443K $21.8M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-37.9K
- 50.15%
$72.12 - $76.23 $2.73M - $2.89M
37.7K $2.86M
ABBV
Abb Vie Inc.

Healthcare
-1.5K
- 1.65%
$170.16 - $206.27 $255K - $309K
89.2K $16.6M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
-70.3K
- 80.53%
$31.29 - $38.89 $2.2M - $2.73M
17K $661K
RFFC
Alps ETF Tr Riverfront Dynamic

ETFs
-42.2K
- 91.28%
$49.72 - $60.14 $2.1M - $2.54M
4.03K $242K
AMZA
Etfis Ser Tr I

ETFs
-45K
- 49.62%
$39.22 - $47.77 $1.76M - $2.15M
45.7K $1.98M
TCHP
T Rowe Price Exchange Traded F

Technology
-61.3K
- 89.55%
$34.07 - $45.35 $2.09M - $2.78M
7.15K $324K
IEF
Ishares Barclays

ETFs
-23K
- 14.78%
$93.15 - $96.56 $2.14M - $2.22M
133K $12.7M
QCOM
Qualcomm Inc

Technology
-14.5K
- 34.13%
$124.66 - $159.48 $1.81M - $2.32M
28K $4.47M
TPL
Texas Pacific Land Corp

Energy
-560
- 10.72%
$1036.28 - $1430.55 $580K - $801K
4.67K $4.93M
AIA
Ishares S&P Asia 50 ETF

ETFs
-28.4K
- 78.65%
$60.67 - $81.71 $1.72M - $2.32M
7.72K $625K
IQV
Iqvia Holdings Inc.

Healthcare
-11K
- 86.22%
$137.0 - $174.37 $1.5M - $1.91M
1.75K $276K
MDT
Medtronic PLC

Healthcare
-20.5K
- 31.63%
$80.68 - $88.86 $1.65M - $1.82M
44.3K $3.86M
FANG
Diamondback Energy, Inc.

Energy
-11.3K
- 68.63%
$119.25 - $161.49 $1.34M - $1.82M
5.15K $707K
MCD
Mcdonalds Corp

Consumer Cyclical
-1.44K
- 2.16%
$285.55 - $321.23 $410K - $461K
65K $19M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-13K
- 19.9%
$149.76 - $186.42 $1.94M - $2.42M
52.2K $9.73M
COP
Conocophillips

Energy
-2.9K
- 3.11%
$82.66 - $106.1 $239K - $307K
90.1K $8.09M
EBAY
Ebay Inc

Consumer Cyclical
-28.4K
- 39.65%
$59.52 - $79.36 $1.69M - $2.25M
43.3K $3.22M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-12.9K
- 7.5%
$83.97 - $92.85 $1.08M - $1.2M
159K $14.1M
XLE
Energy Sector Spdr

ETFs
-12.9K
- 22.64%
$76.44 - $94.13 $986K - $1.21M
44.1K $3.74M
JNJ
Johnson & Johnson

Healthcare
-2.1K
- 2.3%
$146.36 - $159.82 $307K - $336K
89.1K $13.6M
GPN
Global Payments Inc

Industrials
-13.9K
- 67.31%
$67.47 - $99.6 $938K - $1.38M
6.75K $540K
BMY
Bristol Myers Squibb CO

Healthcare
-10.4K
- 16.1%
$44.12 - $59.6 $457K - $617K
54K $2.5M
AEP
American Electric Power CO Inc

Utilities
-9.81K
- 26.99%
$98.59 - $109.11 $967K - $1.07M
26.5K $2.75M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-16.2K
- 10.7%
$72.02 - $73.82 $1.16M - $1.19M
135K $9.94M
CMCSA
Comcast Corp

Communication Services
-19.5K
- 5.59%
$32.84 - $36.72 $641K - $717K
330K $11.8M
OKE
Oneok Inc

Energy
-8.85K
- 39.5%
$78.71 - $100.37 $697K - $888K
13.6K $1.11M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-13.4K
- 17.01%
$90.56 - $109.49 $1.22M - $1.47M
65.4K $7.15M
TRGP
Targa Resources Corp.

Energy
-4.34K
- 39.67%
$157.32 - $205.72 $683K - $893K
6.6K $1.15M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
-14.7K
- 20.86%
$65.75 - $71.57 $969K - $1.05M
55.9K $3.99M
VIG
Vanguard Dividend Appreciation

ETFs
-4.92K
- 10.18%
N/A
43.4K $7.91M
PKG
Packaging Corp Of America

Consumer Cyclical
-4.05K
- 36.74%
$175.97 - $201.36 $713K - $816K
6.98K $1.32M
PSX
Phillips 66

Energy
-5.6K
- 12.18%
$92.87 - $125.73 $520K - $704K
40.3K $4.81M
CCI
Crown Castle International Corp

Real Estate
-7.8K
- 73.92%
$94.83 - $107.06 $740K - $835K
2.75K $282K
Activity Summary
Buys All Purchases 874 New Holdings 190 Increased Positions 684 Sells All Sells 389 Reductions 389 Sold out 0 Options Calls 0 Puts 0
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