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
KKR
Kkr & Co. Inc.

Financial Services
-721
- 15.03%
$108.17 - $167.07 $78K - $120K
4.08K $471K
WCC
Wesco International Inc

Industrials
-404
- 6.37%
$155.3 - $199.95 $62.7K - $80.8K
5.94K $921K
DHR
Danaher Corp

Healthcare
-499
- 10.42%
$201.62 - $250.59 $101K - $125K
4.29K $879K
MGC
Vanguard Mega Cap ETF

ETFs
-261
- 1.78%
$199.2 - $222.69 $52K - $58.1K
14.4K $2.89M
GDDY
Go Daddy Inc.

Technology
-649
- 11.79%
$172.13 - $214.35 $112K - $139K
4.86K $874K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
-13.2K
- 41.88%
$13.21 - $14.63 $174K - $193K
18.3K $242K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-247
- 1.68%
$126.86 - $146.45 $31.3K - $36.2K
14.4K $1.84M
CF
Cf Industries Holdings, Inc.

Basic Materials
-1K
- 5.39%
$75.03 - $97.25 $75.1K - $97.3K
17.6K $1.37M
ARES
Ares Management Corp

Financial Services
-366
- 7.23%
$140.19 - $198.28 $51.3K - $72.6K
4.7K $688K
VONE
Vanguard Russell 1000 ETF

ETFs
-572
- 12.1%
$250.16 - $278.79 $143K - $159K
4.16K $1.06M
VV
Vanguard Large Cap ETF

ETFs
-239
- 2.1%
$253.32 - $282.66 $60.5K - $67.6K
11.1K $2.86M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-1.54K
- 12.85%
$47.79 - $59.89 $73.5K - $92.2K
10.4K $524K
SOXX
Ishares Semiconductor ETF

ETFs
-476
- 12.36%
$188.17 - $235.81 $89.6K - $112K
3.37K $634K
FDS
Factset Research Systems Inc

Financial Services
-26
- 0.37%
$427.5 - $476.51 $11.1K - $12.4K
7.01K $3.19M
ALK
Alaska Air Group, Inc.

Industrials
-1.31K
- 16.16%
$49.22 - $76.6 $64.5K - $100K
6.8K $334K
PSI
Invesco Exchange Traded Fd Tr

ETFs
-677
- 4.49%
$47.38 - $64.98 $32.1K - $44K
14.4K $681K
NRG
Nrg Energy, Inc.

Utilities
-2.58K
- 21.91%
$84.82 - $113.33 $218K - $292K
9.18K $875K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
-833
- 3.48%
$18.53 - $29.07 $15.4K - $24.2K
23.1K $437K
VBR
Vanguard Small Cap Value ETF

ETFs
-78
- 0.57%
$183.02 - $207.75 $14.3K - $16.2K
13.7K $2.55M
KRE
Spdr S&P Regional Banking ETF

ETFs
-2.39K
- 20.71%
$55.11 - $65.5 $132K - $156K
9.15K $520K
ITW
Illinois Tool Works Inc

Industrials
-100
- 0.38%
$244.9 - $274.48 $24.5K - $27.4K
26.3K $6.53M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-1.1K
- 8.68%
$47.25 - $67.02 $52.2K - $74K
11.6K $552K
COIN
Coinbase Global, Inc.

Technology
-2
- 0.09%
$172.23 - $301.3 $344 - $603
2.19K $376K
WSM
Williams Sonoma Inc

Consumer Cyclical
-225
- 4.67%
$158.1 - $217.71 $35.6K - $49K
4.59K $726K
EFV
Msci Eafe Value ETF

ETFs
-9.05K
- 15.61%
$51.88 - $60.73 $469K - $549K
48.9K $2.88M
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
-1.45K
- 14.54%
$69.32 - $78.69 $101K - $114K
8.54K $595K
BOND
Pimco Active Bond Exchange Tra

ETFs
-1.83K
- 28.34%
$89.27 - $92.9 $164K - $170K
4.64K $428K
LNG
Cheniere Energy, Inc.

Energy
-1.19K
- 16.29%
$209.32 - $253.66 $248K - $301K
6.1K $1.41M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-4.98K
- 33.17%
$23.16 - $27.04 $115K - $135K
10K $234K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-2.88K
- 4.45%
$49.78 - $53.19 $143K - $153K
61.9K $3.16M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-1.55K
- 9.99%
$99.16 - $99.52 $154K - $154K
14K $1.39M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-6.46K
- 8.32%
$22.25 - $23.0 $144K - $149K
71.2K $1.64M
GDV
Gabelli Dividend & Income Trust

Financial Services
-5.96K
- 21.88%
$23.47 - $25.3 $140K - $151K
21.3K $513K
SPG
Simon Property Group Inc

Real Estate
-185
- 1.03%
$159.48 - $187.78 $29.5K - $34.7K
17.8K $2.95M
IAUM
I Shares Gold Trust Micro

ETFs
-20.1K
- 20.68%
$26.29 - $31.17 $529K - $627K
77.2K $2.41M
TIPZ
Pimco ETF Tr Broad Us Tips Ind

ETFs
-3K
- 29.34%
$51.6 - $53.93 $155K - $162K
7.22K $389K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
-7.15K
- 10.17%
$21.73 - $23.02 $155K - $165K
63.1K $1.42M
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
-1.65K
- 10.96%
$104.87 - $112.53 $173K - $185K
13.4K $1.47M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
-545
- 2.64%
$48.37 - $55.84 $26.4K - $30.4K
20.1K $980K
XLI
Industrial Sector Spdr

ETFs
-814
- 2.71%
$128.78 - $141.67 $105K - $115K
29.2K $3.83M
MBB
Ishares Tr

ETFs
-1.48K
- 16.8%
$90.37 - $94.08 $134K - $140K
7.35K $688K
SLB
Schlumberger Limited

Energy
-6.18K
- 15.42%
$38.4 - $43.74 $237K - $270K
33.9K $1.42M
CHY
Calamos Convertible & High Income Fund

Financial Services
-4.98K
- 14.92%
$10.1 - $12.0 $50.2K - $59.7K
28.4K $286K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-1.19K
- 8.9%
$100.32 - $100.76 $119K - $120K
12.2K $1.23M
SWBI
Smith & Wesson Brands, Inc.

Industrials
-8.73K
- 20.5%
$9.32 - $11.16 $81.4K - $97.4K
33.9K $315K
EWBC
East West Bancorp Inc

Financial Services
-840
- 12.73%
$84.35 - $103.91 $70.9K - $87.3K
5.76K $516K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
-1.36K
- 1.35%
$12.94 - $14.29 $17.6K - $19.5K
99.3K $1.3M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-1.48K
- 5.55%
$128.74 - $138.67 $190K - $205K
25.2K $3.41M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-3.86K
- 5.48%
$20.7 - $21.15 $79.8K - $81.6K
66.5K $1.38M
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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