Prospera Financial Services Inc Portfolio Holdings

Prospera Financial Services Inc

  • $5.11 Billion
  • Q2 2025

Prospera Financial Services Inc has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $5.11 Billion distributed in 1313 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $171M, Nvidia Corp with a value of $164M, Microsoft Corp with a value of $127M, Amazon Com Inc with a value of $96M, and Berkshire Hathaway Inc Class B with a value of $78M.

Examining the 13F form we can see an increase of $915M in the current position value, from $4.19B to 5.11B.

Below you can find more details about Prospera Financial Services Inc portfolio as well as his latest detailed transactions.

Portfolio value $5.11 Billion
ETFs: $2.15 Billion
Technology: $853 Million
Financial Services: $505 Million
Industrials: $309 Million
Consumer Cyclical: $262 Million
Healthcare: $248 Million
Communication Services: $221 Million
Energy: $196 Million
Other: $344 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.17B
$6.05 Million 0.12% of portfolio
38,032
Q2 2025 New
$207B
$5.96 Million 0.12% of portfolio
48,039
Q2 2025 Added 0.94%
$112B
$6.35 Million 0.12% of portfolio
16,585
Q2 2025 Added 22.47%
$80B
$6.28 Million 0.12% of portfolio
25,405
Q2 2025 Reduced 3.48%
$177B
$6.23 Million 0.12% of portfolio
32,040
Q2 2025 Reduced 1.34%
$118B
$5.5 Million 0.11% of portfolio
93,757
Q2 2025 Added 13.04%
$423B
$5.83 Million 0.11% of portfolio
8
Q2 2025 Added 14.29%
$217B
$5.42 Million 0.11% of portfolio
936
Q2 2025 Reduced 2.19%
$86B
$5.54 Million 0.11% of portfolio
20,265
Q2 2025 Added 3.79%
$35.6B
$5.74 Million 0.11% of portfolio
81,568
Q2 2025 Added 27.27%
$6.4B
$5.78 Million 0.11% of portfolio
64,177
Q2 2025 Added 1,494.46%
$96.8B
$5.79 Million 0.11% of portfolio
55,096
Q2 2025 Added 4.26%
$314B
$5.47 Million 0.11% of portfolio
22,946
Q2 2025 Added 8.39%
$63.8B
$5.65 Million 0.11% of portfolio
55,980
Q2 2025 Added 4.05%
$68B
$5.73 Million 0.11% of portfolio
126,683
Q2 2025 Added 5.89%
$87.3B
$5.32 Million 0.1% of portfolio
34,940
Q2 2025 Added 2.85%
$69.2B
$5.08 Million 0.1% of portfolio
42,445
Q2 2025 Added 3.25%
$71.7B
$5.28 Million 0.1% of portfolio
6,632
Q2 2025 Added 2.79%
$41.1B
$4.89 Million 0.1% of portfolio
116,395
Q2 2025 Added 1,356.03%
$48.7B
$4.99 Million 0.1% of portfolio
34,310
Q2 2025 Reduced 3.65%
$108B
$5.08 Million 0.1% of portfolio
55,484
Q2 2025 Added 3.8%
$6.61B
$4.93 Million 0.1% of portfolio
4,666
Q2 2025 Reduced 10.72%
$157B
$4.49 Million 0.09% of portfolio
11,605
Q2 2025 Reduced 51.11%
$60B
$4.43 Million 0.09% of portfolio
19,493
Q2 2025 Reduced 3.97%
$94.7B
$4.69 Million 0.09% of portfolio
6,406
Q2 2025 Added 123.75%
$138B
$4.35 Million 0.09% of portfolio
179,393
Q2 2025 Added 108.57%
$261B
$4.7 Million 0.09% of portfolio
25,780
Q2 2025 Added 37.38%
$57.7B
$4.81 Million 0.09% of portfolio
40,336
Q2 2025 Reduced 12.18%
$173B
$4.47 Million 0.09% of portfolio
28,047
Q2 2025 Reduced 34.13%
$182B
$4.66 Million 0.09% of portfolio
8,846
Q2 2025 Added 6.09%
$179B
$4.84 Million 0.09% of portfolio
53,037
Q2 2025 Reduced 0.03%
$48.9B
$4.43 Million 0.09% of portfolio
44,925
Q2 2025 Added 31.67%
$99.5B
$4.56 Million 0.09% of portfolio
10,235
Q2 2025 Added 237.68%
$64.2B
$4.32 Million 0.08% of portfolio
15,315
Q2 2025 Reduced 2.53%
$32.2B
$4.16 Million 0.08% of portfolio
78,730
Q2 2025 New
$295B
$4.12 Million 0.08% of portfolio
5,144
Q2 2025 Added 115.86%
$55.6B
$3.99 Million 0.08% of portfolio
75,903
Q2 2025 Added 12.78%
$52.6B
$3.85 Million 0.08% of portfolio
53,702
Q2 2025 Reduced 0.13%
$66.3B
$3.83 Million 0.08% of portfolio
49,539
Q2 2025 Added 206.21%
$122B
$3.86 Million 0.08% of portfolio
44,259
Q2 2025 Reduced 31.63%
$89.4B
$4.33 Million 0.08% of portfolio
8,664
Q2 2025 Added 575.29%
$0
$4.13 Million 0.08% of portfolio
474,774
Q2 2025 Reduced 1.01%
$17.3B
$3.96 Million 0.08% of portfolio
12,721
Q2 2025 Added 113.19%
$61.9B
$4.18 Million 0.08% of portfolio
15,631
Q2 2025 Reduced 4.53%
$95.6B
$4.22 Million 0.08% of portfolio
18,423
Q2 2025 Added 70.74%
$70.4B
$3.89 Million 0.08% of portfolio
61,962
Q2 2025 Added 15.93%
$17B
$3.85 Million 0.08% of portfolio
12,474
Q2 2025 New
$104B
$3.43 Million 0.07% of portfolio
114,510
Q2 2025 Reduced 1.81%
$70.9B
$3.8 Million 0.07% of portfolio
41,758
Q2 2025 Reduced 8.08%

Summary

  • Portfolio
  • No. of Stocks 1,313
  • Current Value $5.11 Billion
  • Prior Value $4.19 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 06, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 190 stocks
  • Additional Purchases 684 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 389 stocks
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