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
VDE
Vanguard Energy ETF

ETFs
-2.77K
- 20.4%
$116.67 - $136.78 $323K - $379K
10.8K $1.31M
NTR
Nutrien Ltd.

Basic Materials
-6.83K
- 49.18%
$44.04 - $50.78 $301K - $347K
7.06K $315K
IYH
Ishares Tr

ETFs
-3.4K
- 15.71%
$57.53 - $65.24 $195K - $221K
18.2K $1.06M
PULS
Pgim ETF Tr

ETFs
-6.82K
- 29.73%
$49.51 - $49.79 $338K - $339K
16.1K $798K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
-16K
- 29.85%
$17.21 - $18.41 $275K - $294K
37.5K $647K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
-15.6K
- 11.02%
$12.12 - $13.1 $189K - $205K
126K $1.53M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-925
- 2.93%
$417.69 - $450.94 $386K - $417K
30.7K $13M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-325
- 1.21%
$131.66 - $144.0 $42.8K - $46.8K
26.6K $3.52M
URI
United Rentals, Inc.

Industrials
-280
- 30.01%
$704.44 - $880.32 $197K - $246K
653 $459K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-3.29K
- 43.25%
$86.65 - $94.9 $285K - $312K
4.32K $375K
TDIV
First Trust Nasdaq Technology

ETFs
-2.58K
- 5.63%
$78.03 - $82.13 $202K - $212K
43.3K $3.4M
IWN
Ishares Russell2000 Val ETF

ETFs
-1.56K
- 19.24%
$162.69 - $181.35 $254K - $284K
6.57K $1.08M
FLNC
Fluence Energy, Inc.

Utilities
-2.37K
- 6.75%
$15.0 - $23.5 $35.5K - $55.7K
32.7K $519K
CCI
Crown Castle International Corp

Real Estate
-1.77K
- 43.15%
$89.78 - $119.11 $159K - $210K
2.33K $211K
TFLO
Ishares Treasury Floating Rate

ETFs
-5.32K
- 37.91%
$50.37 - $50.63 $268K - $269K
8.71K $439K
IWV
Ishares Russell 3000 ETF

ETFs
-846
- 37.35%
$323.08 - $349.08 $273K - $295K
1.42K $474K
FVRR
Fiverr International Ltd.

Communication Services
-12.8K
- 53.46%
$21.53 - $35.45 $276K - $455K
11.2K $354K
DALI
First Tr ETF Vi Dorseywright D

ETFs
-14.2K
- 7.95%
$24.79 - $27.65 $352K - $393K
165K $4.25M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-2.98K
- 1.29%
N/A
228K $19.6M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-902
- 1.14%
$80.93 - $85.66 $73K - $77.3K
78K $6.31M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
-12.3K
- 14.11%
$12.1 - $13.52 $148K - $166K
74.6K $914K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-4.57K
- 18.84%
$48.33 - $49.08 $221K - $224K
19.7K $951K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
-18.3K
- 44.02%
$16.43 - $22.77 $301K - $418K
23.3K $514K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-696
- 5.72%
$49.78 - $66.55 $34.6K - $46.3K
11.5K $574K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-3.54K
- 36.21%
$66.77 - $71.52 $237K - $253K
6.24K $430K
XYL
Xylem Inc.

Industrials
-745
- 10.03%
$116.02 - $137.45 $86.4K - $102K
6.69K $775K
PGF
Invesco Exchange Traded Fd Tr

ETFs
-6.91K
- 6.24%
$14.4 - $15.83 $99.5K - $109K
104K $1.51M
TD
Toronto Dominion Bank

Financial Services
-2.46K
- 29.67%
$51.56 - $63.8 $127K - $157K
5.83K $310K
DVY
Ishares Tr

ETFs
-735
- 2.42%
$129.55 - $143.41 $95.2K - $105K
29.6K $3.88M
MPC
Marathon Petroleum Corp

Energy
-205
- 2.69%
$131.65 - $174.84 $27K - $35.8K
7.41K $1.03M
APD
Air Products & Chemicals, Inc.

Basic Materials
-256
- 1.76%
$285.5 - $335.62 $73.1K - $85.9K
14.3K $4.15M
IWS
Ishares Russell Midcap Value E

ETFs
-1.18K
- 10.15%
$128.08 - $140.32 $151K - $165K
10.4K $1.35M
ADM
Archer Daniels Midland CO

Consumer Defensive
-1.94K
- 21.74%
$49.38 - $59.52 $95.7K - $115K
6.98K $352K
TTD
Trade Desk, Inc.

Technology
-2.1K
- 22.02%
$108.7 - $139.51 $228K - $293K
7.43K $873K
TTE
Total Energies Se

Energy
-2.41K
- 9.55%
N/A
22.8K $1.57M
KHC
Kraft Heinz CO

Consumer Defensive
-2.91K
- 16.97%
$30.1 - $36.02 $87.4K - $105K
14.2K $436K
CSX
Csx Corp

Industrials
-2.06K
- 4.99%
$31.58 - $36.88 $65.1K - $76K
39.2K $1.27M
UL
Unilever PLC

Consumer Defensive
-172
- 0.97%
$56.7 - $64.64 $9.75K - $11.1K
17.6K $998K
NOC
Northrop Grumman Corp

Industrials
-152
- 10.49%
$466.52 - $543.88 $70.9K - $82.7K
1.3K $608K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
-5K
- 3.82%
$11.39 - $12.41 $57K - $62.1K
126K $1.47M
ABNB
Airbnb, Inc.

Consumer Cyclical
-1.28K
- 34.84%
$125.36 - $147.37 $160K - $188K
2.39K $313K
MUA
Blackrock Muniassets Fund, Inc.

Financial Services
-9.33K
- 26.51%
$10.92 - $12.66 $102K - $118K
25.8K $285K
PATH
Ui Path, Inc.

Technology
-10.6K
- 44.89%
$11.95 - $15.5 $127K - $164K
13K $165K
AVY
Avery Dennison Corp

Industrials
-151
- 4.71%
$186.26 - $220.48 $28.1K - $33.3K
3.06K $572K
ALB
Albemarle Corp

Basic Materials
-942
- 15.9%
$86.08 - $111.3 $81.1K - $105K
4.98K $428K
HUM
Humana Inc

Healthcare
-139
- 9.31%
$233.89 - $304.18 $32.5K - $42.3K
1.35K $343K
DINT
Davis Fundamental ETF Tr

ETFs
-913
- 1.88%
$21.84 - $25.69 $19.9K - $23.5K
47.5K $1.04M
CSIQ
Canadian Solar Inc.

Technology
-1.07K
- 5.39%
$10.76 - $17.47 $11.5K - $18.7K
18.8K $209K
MLPX
Global X Mlp & Energy Infrastr

ETFs
-5.35K
- 16.08%
$54.89 - $64.32 $294K - $344K
27.9K $1.69M
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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