Prospera Financial Services Inc Reduced Holdings in Q4 2024

Prospera Financial Services Inc

  • $4.16 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SMIN
Ishares Msci India Small Cap I

ETFs
-11K
- 68.52%
$75.68 - $86.0 $836K - $950K
5.07K $387K
FTA
First Tr Large Cap Value

ETFs
-11.1K
- 22.54%
$75.21 - $83.49 $837K - $930K
38.3K $2.93M
CVS
Cvs Health Corp

Healthcare
-6.85K
- 19.83%
$43.78 - $67.46 $300K - $462K
27.7K $1.24M
PKB
Invesco Exchange Traded Fd Tr

ETFs
-11.4K
- 72.86%
$75.72 - $88.37 $863K - $1.01M
4.24K $321K
BMY
Bristol Myers Squibb CO

Healthcare
-22.4K
- 30.52%
$51.92 - $59.94 $1.16M - $1.34M
50.9K $2.88M
FCX
Freeport Mcmoran Inc

Basic Materials
-555
- 0.78%
$38.08 - $50.82 $21.1K - $28.2K
70.9K $2.7M
XLI
Industrial Sector Spdr

ETFs
-5.59K
- 15.71%
$131.76 - $143.99 $737K - $805K
30K $3.95M
PHM
Pultegroup Inc

Consumer Cyclical
-4.59K
- 47.51%
$108.86 - $149.04 $499K - $684K
5.07K $551K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-15.7K
- 24.84%
$47.58 - $48.56 $748K - $764K
47.6K $2.27M
IXUS
Ishares Tr

ETFs
-9.75K
- 49.93%
$65.95 - $72.56 $643K - $707K
9.78K $646K
RIO
Rio Tinto PLC

Basic Materials
-8.21K
- 36.06%
$58.59 - $71.15 $481K - $584K
14.6K $856K
FDN
First Tr Fd Dow Jones

ETFs
-5.55K
- 29.69%
$210.5 - $257.24 $1.17M - $1.43M
13.1K $3.19M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-8.01K
- 30.37%
$68.25 - $75.42 $547K - $604K
18.4K $1.26M
EEM
Ishares Msci Emerging Markets

ETFs
-8.71K
- 10.22%
$41.82 - $47.36 $364K - $412K
76.5K $3.2M
URNM
Sprott Fds Tr Uranium Miners E

ETFs
-3.05K
- 2.91%
$40.0 - $52.93 $122K - $162K
102K $4.1M
GLD
Spdr Gold Trust

ETFs
-2.57K
- 2.97%
$236.59 - $257.5 $608K - $661K
83.8K $20.3M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
-5.99K
- 28.74%
$68.62 - $82.57 $411K - $495K
14.9K $1.02M
IWD
Ishares Russell 1000 Val ETF

ETFs
-3.02K
- 10.0%
$183.23 - $199.79 $552K - $602K
27.1K $5.02M
GOLD
Barrick Gold Corp

Basic Materials
-20.1K
- 23.03%
$15.23 - $21.19 $306K - $426K
67.1K $1.04M
AFL
Aflac Inc

Financial Services
-295
- 0.39%
$100.37 - $115.27 $29.6K - $34K
75.2K $7.78M
FIS
Fidelity National Information Services, Inc.

Technology
-7.29K
- 30.23%
$80.14 - $90.95 $584K - $663K
16.8K $1.36M
LGOV
First Tr ETF Iv Long Duration

ETFs
-20.9K
- 16.33%
$20.75 - $22.49 $435K - $471K
107K $2.24M
USFR
Wisdomtree Floating Rate Treas

ETFs
-12K
- 62.01%
$50.23 - $50.46 $601K - $604K
7.33K $368K
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
-50K
- 35.9%
$9.99 - $10.92 $499K - $546K
89.3K $910K
GD
General Dynamics Corp

Industrials
-359
- 2.9%
$260.28 - $314.03 $93.4K - $113K
12K $3.17M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-4.03K
- 4.69%
$88.59 - $94.57 $357K - $381K
81.8K $7.27M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-24.1K
- 13.7%
$23.02 - $23.23 $554K - $559K
152K $3.5M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-4.28K
- 13.17%
$123.69 - $133.68 $529K - $572K
28.2K $3.53M
PAVE
Global X Fds Us Infrastructure

ETFs
-12.6K
- 27.81%
$40.41 - $45.95 $509K - $579K
32.7K $1.32M
PFE
Pfizer Inc

Healthcare
-10.4K
- 9.49%
$24.8 - $30.19 $258K - $314K
99.3K $2.63M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
-30.6K
- 5.26%
$8.51 - $9.15 $260K - $280K
551K $4.73M
WY
Weyerhaeuser CO

Real Estate
-512
- 0.59%
$27.21 - $33.7 $13.9K - $17.3K
86.9K $2.45M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-1.86K
- 12.52%
$311.11 - $335.64 $578K - $624K
13K $4.18M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-22.6K
- 17.52%
$19.42 - $19.76 $439K - $446K
106K $2.07M
IEFA
Ishares Tr

ETFs
-92
- 0.15%
$70.06 - $77.43 $6.45K - $7.12K
59.6K $4.19M
FEMB
First Tr ETF Emerging Markets

ETFs
-14.6K
- 54.82%
$25.98 - $28.92 $379K - $422K
12K $312K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-7.77K
- 5.71%
$42.33 - $43.3 $329K - $336K
128K $5.47M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-2.48K
- 1.96%
$43.84 - $48.76 $109K - $121K
124K $5.45M
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
-4.32K
- 53.7%
$77.43 - $89.47 $335K - $387K
3.73K $290K
PDD
Pinduoduo Inc.

Consumer Cyclical
-2.46K
- 50.81%
$94.39 - $154.27 $232K - $380K
2.38K $231K
ON
On Semiconductor Corp

Technology
-3.8K
- 20.58%
$63.05 - $74.7 $239K - $283K
14.6K $923K
FNX
First Tr Mid Cap Core Alphadex

ETFs
-3.1K
- 8.57%
$114.77 - $127.28 $356K - $395K
33.1K $3.83M
O
Realty Income Corp

Real Estate
-2.97K
- 12.31%
$51.76 - $64.71 $154K - $192K
21.2K $1.13M
DOW
Dow Inc.

Basic Materials
-1.47K
- 6.34%
$39.1 - $55.34 $57.5K - $81.3K
21.7K $871K
SBUX
Starbucks Corp

Consumer Cyclical
-790
- 1.58%
$87.44 - $102.5 $69.1K - $81K
49.4K $4.5M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-3.75K
- 7.31%
$81.68 - $82.93 $307K - $311K
47.6K $3.9M
FLS
Flowserve Corp

Industrials
-9.33K
- 31.83%
$51.87 - $62.0 $484K - $579K
20K $1.15M
BHP
Bhp Group LTD

Basic Materials
-3.76K
- 27.32%
$48.78 - $62.43 $183K - $235K
10K $488K
XLB
Select Sector Spdr Fd Material

ETFs
-2.28K
- 16.61%
$83.8 - $97.58 $191K - $222K
11.4K $962K
Activity Summary
Buys All Purchases 716 New Holdings 83 Increased Positions 633 Sells All Sells 359 Reductions 359 Sold out 0 Options Calls 0 Puts 0
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