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
XLU
Utilities Sector Spdr

ETFs
-12.2K
- 17.77%
$73.09 - $82.77 $888K - $1.01M
56.3K $4.59M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-9.05K
- 21.27%
$82.21 - $83.12 $744K - $752K
33.5K $2.78M
VTV
Vanguard Value ETF

ETFs
-7.54K
- 5.01%
$153.67 - $176.74 $1.16M - $1.33M
143K $25.3M
RL
Ralph Lauren Corp

Consumer Cyclical
-3.66K
- 69.06%
$182.34 - $286.22 $668K - $1.05M
1.64K $450K
XLV
Select Sector Spdr Fund Health

ETFs
-3.68K
- 20.55%
$128.77 - $144.3 $474K - $531K
14.2K $1.92M
TROW
Price T Rowe Group Inc

Financial Services
-7.62K
- 55.62%
$80.27 - $98.06 $611K - $747K
6.08K $586K
SAP
Sap Se

Technology
-3.57K
- 30.22%
$237.53 - $309.8 $849K - $1.11M
8.25K $2.51M
XLI
Industrial Sector Spdr

ETFs
-7.73K
- 26.48%
$116.42 - $147.52 $900K - $1.14M
21.5K $3.17M
GMED
Globus Medical Inc

Healthcare
-748
- 1.73%
$55.82 - $75.5 $41.8K - $56.5K
42.4K $2.5M
NXPI
Nxp Semiconductors N.V.

Technology
-5.46K
- 28.85%
$153.5 - $218.72 $837K - $1.19M
13.5K $2.94M
GD
General Dynamics Corp

Industrials
-2.87K
- 23.64%
$247.68 - $291.66 $710K - $836K
9.26K $2.7M
DUK
Duke Energy Corp

Utilities
-2.96K
- 4.74%
$112.46 - $124.05 $333K - $367K
59.5K $7.03M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-3.94K
- 15.65%
$121.58 - $136.74 $479K - $538K
21.2K $2.88M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-10.8K
- 47.0%
$45.9 - $48.26 $494K - $519K
12.1K $566K
FDX
Fedex Corp

Industrials
-805
- 3.97%
$198.07 - $245.17 $159K - $197K
19.5K $4.43M
BP
Bp PLC

Energy
-2.11K
- 1.81%
$26.11 - $33.81 $55.2K - $71.5K
115K $3.43M
PAYX
Paychex Inc

Industrials
-1.3K
- 3.65%
$137.01 - $159.78 $178K - $208K
34.3K $4.99M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-10.8K
- 3.09%
$47.46 - $55.3 $512K - $596K
338K $18.6M
VONE
Vanguard Russell 1000 ETF

ETFs
-2.05K
- 49.4%
$225.48 - $280.86 $463K - $577K
2.1K $590K
GRMN
Garmin LTD

Technology
-1.94K
- 27.93%
$173.63 - $218.07 $337K - $423K
5.01K $1.05M
CL
Colgate Palmolive CO

Consumer Defensive
-3.67K
- 8.08%
$87.57 - $96.0 $321K - $352K
41.8K $3.8M
O
Realty Income Corp

Real Estate
-7.83K
- 34.58%
$52.27 - $58.52 $409K - $458K
14.8K $853K
VTHR
Vanguard Russell 3000 ETF

ETFs
-2K
- 57.14%
$218.71 - $272.75 $437K - $546K
1.5K $409K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-16.3K
- 19.14%
$32.0 - $39.87 $523K - $651K
69K $2.75M
D
Dominion Energy, Inc

Utilities
-8.22K
- 13.02%
$49.66 - $58.0 $408K - $476K
54.9K $3.1M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-3.46K
- 6.12%
$90.85 - $102.31 $315K - $354K
53.1K $5.35M
BRO
Brown & Brown, Inc.

Financial Services
-1.33K
- 6.95%
$104.48 - $124.43 $138K - $165K
17.7K $1.97M
IAUM
I Shares Gold Trust Micro

ETFs
-16.3K
- 21.1%
$29.65 - $34.24 $483K - $558K
60.9K $2.01M
TSCO
Tractor Supply CO

Consumer Cyclical
-5.6K
- 13.04%
$47.86 - $55.77 $268K - $312K
37.3K $1.97M
WPM
Wheaton Precious Metals Corp.

Basic Materials
-16.5K
- 18.33%
$70.56 - $92.75 $1.17M - $1.53M
73.7K $6.62M
INTC
Intel Corp

Technology
-15.3K
- 19.03%
$18.13 - $22.69 $277K - $346K
64.9K $1.45M
XLF
Financial Sector Spdr

ETFs
-16.1K
- 8.65%
$43.92 - $52.37 $706K - $842K
170K $8.89M
CMS
Cms Energy Corp

Utilities
-4.24K
- 34.54%
$68.57 - $75.51 $290K - $320K
8.03K $555K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-3.48K
- 6.09%
$116.93 - $119.39 $406K - $415K
53.6K $6.39M
OMC
Omnicom Group Inc.

Communication Services
-3.4K
- 32.92%
$69.22 - $79.77 $235K - $271K
6.92K $497K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-41.6K
- 14.0%
$41.45 - $54.46 $1.73M - $2.27M
256K $13.3M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-6.89K
- 26.95%
$48.13 - $49.85 $332K - $344K
18.7K $915K
ECL
Ecolab Inc.

Basic Materials
-1.87K
- 19.07%
$225.65 - $270.95 $422K - $506K
7.93K $2.14M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-4.96K
- 7.78%
$75.05 - $77.34 $372K - $383K
58.8K $4.55M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-11.4K
- 7.32%
$29.82 - $30.19 $340K - $344K
144K $4.36M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-3.54K
- 26.64%
$83.54 - $100.04 $295K - $354K
9.74K $968K
ATO
Atmos Energy Corp

Utilities
-2.01K
- 10.0%
$145.06 - $162.66 $292K - $328K
18.1K $2.79M
APD
Air Products & Chemicals, Inc.

Basic Materials
-398
- 2.53%
$248.61 - $294.96 $98.9K - $117K
15.3K $4.32M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-3.68K
- 33.99%
$86.05 - $107.7 $317K - $397K
7.15K $770K
FBT
First Trust Nyse Arca Biotechn

ETFs
-1.38K
- 13.73%
$145.67 - $165.99 $201K - $229K
8.68K $1.4M
SLB
Schlumberger Limited

Energy
-431
- 1.27%
$31.95 - $42.2 $13.8K - $18.2K
33.4K $1.13M
KMB
Kimberly Clark Corp

Consumer Defensive
-1.42K
- 19.28%
$126.84 - $145.22 $180K - $206K
5.93K $764K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-3.87K
- 41.24%
$66.5 - $71.25 $257K - $276K
5.51K $383K
HSY
Hershey CO

Consumer Defensive
-1.21K
- 9.26%
$151.29 - $173.13 $183K - $209K
11.9K $1.97M
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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