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
$75.3B
$3.76 Million 0.07% of portfolio
115,377
Q2 2025 Added 187.79%
$9.07B
$3.35 Million 0.07% of portfolio
21,693
Q2 2025 Reduced 7.24%
$60.2B
$3.66 Million 0.07% of portfolio
84,487
Q2 2025 Added 9.43%
$133B
$3.78 Million 0.07% of portfolio
4,222
Q2 2025 Added 629.19%
$118B
$3.69 Million 0.07% of portfolio
1,410
Q2 2025 Added 497.46%
$250B
$3.53 Million 0.07% of portfolio
25,087
Q2 2025 Added 68.67%
$142B
$3.75 Million 0.07% of portfolio
14,056
Q2 2025 Added 50.83%
$225M
$3.54 Million 0.07% of portfolio
158,340
Q2 2025 New
$95.3B
$2.97 Million 0.06% of portfolio
13,453
Q2 2025 Reduced 0.26%
$33.9B
$2.9 Million 0.06% of portfolio
39,099
Q2 2025 Reduced 23.41%
$36.7B
$3.3 Million 0.06% of portfolio
26,888
Q2 2025 Reduced 0.37%
$51B
$3.1 Million 0.06% of portfolio
54,886
Q2 2025 Reduced 13.02%
$53.3B
$3.22 Million 0.06% of portfolio
43,250
Q2 2025 Reduced 39.65%
$14.1B
$3 Million 0.06% of portfolio
6,715
Q2 2025 Reduced 4.19%
$48.5B
$3.08 Million 0.06% of portfolio
2,964
Q2 2025 Reduced 7.32%
$201B
$2.84 Million 0.06% of portfolio
3,611
Q2 2025 Added 98.3%
$257B
$3.2 Million 0.06% of portfolio
26,483
Q2 2025 Added 21.01%
$57.8B
$2.94 Million 0.06% of portfolio
13,455
Q2 2025 Reduced 28.85%
$96.6B
$3.05 Million 0.06% of portfolio
4,361
Q2 2025 Added 83.54%
$25.8B
$3.1 Million 0.06% of portfolio
40,883
Q2 2025 Added 7.66%
$55.4B
$3.32 Million 0.06% of portfolio
20,652
Q2 2025 Added 16.07%
$43.1B
$2.93 Million 0.06% of portfolio
12,221
Q2 2025 Reduced 4.38%
$70.1B
$3.17 Million 0.06% of portfolio
20,313
Q2 2025 Added 8.23%
$57.5B
$2.75 Million 0.05% of portfolio
26,536
Q2 2025 Reduced 26.99%
$59.7B
$2.45 Million 0.05% of portfolio
28,593
Q2 2025 Added 42.99%
$66.5B
$2.32 Million 0.05% of portfolio
23,459
Q2 2025 Added 169.77%
$23.2B
$2.79 Million 0.05% of portfolio
18,124
Q2 2025 Reduced 10.0%
$99B
$2.5 Million 0.05% of portfolio
53,997
Q2 2025 Reduced 16.1%
$83.2B
$2.46 Million 0.05% of portfolio
11,539
Q2 2025 Added 41.1%
$16.7B
$2.45 Million 0.05% of portfolio
35,483
Q2 2025 Added 2.29%
$44.4B
$2.68 Million 0.05% of portfolio
247,109
Q2 2025 Added 26.82%
$86.2B
$2.7 Million 0.05% of portfolio
9,255
Q2 2025 Reduced 23.64%
$4.73B
$2.5 Million 0.05% of portfolio
42,405
Q2 2025 Reduced 1.73%
$59.7B
$2.56 Million 0.05% of portfolio
87,194
Q2 2025 Added 1.2%
$23.6B
$2.63 Million 0.05% of portfolio
11,090
Q2 2025 Added 1,148.87%
$84.1B
$2.57 Million 0.05% of portfolio
38,042
Q2 2025 Added 39.89%
$0
$2.78 Million 0.05% of portfolio
197,536
Q2 2025 Added 1.03%
$188B
$2.3 Million 0.05% of portfolio
17,506
Q2 2025 Reduced 1.0%
$323B
$2.51 Million 0.05% of portfolio
8,254
Q2 2025 Reduced 30.22%
$178B
$2.78 Million 0.05% of portfolio
24,075
Q2 2025 Added 30.7%
$61.8B
$2.8 Million 0.05% of portfolio
12,492
Q2 2025 Reduced 2.11%
$26.8B
$2.61 Million 0.05% of portfolio
29,742
Q2 2025 Added 137.67%
$63.6B
$2.66 Million 0.05% of portfolio
3,535
Q2 2025 Added 217.04%
$87.2B
$2.31 Million 0.05% of portfolio
11,935
Q2 2025 Reduced 1.48%
$19B
$2.33 Million 0.05% of portfolio
90,884
Q2 2025 Added 1.9%
$34.7B
$2.22 Million 0.04% of portfolio
18,845
Q2 2025 Added 26.15%
$86.8B
$2.22 Million 0.04% of portfolio
15,657
Q2 2025 Added 5.76%
$0
$1.89 Million 0.04% of portfolio
85,955
Q2 2025 Added 383.68%
$293M
$2.03 Million 0.04% of portfolio
60,603
Q2 2025 New

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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