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
$79.5B
$1.33 Million 0.03% of portfolio
10,616
Q2 2025 Added 29.27%
$3.47B
$1.48 Million 0.03% of portfolio
92,792
Q2 2025 Added 1.55%
$6.17B
$1.72 Million 0.03% of portfolio
33,609
Q2 2025 Reduced 0.15%
$11.9B
$1.39 Million 0.03% of portfolio
26,888
Q2 2025 New
$0
$1.73 Million 0.03% of portfolio
66,347
Q2 2025 Added 211.72%
$76.9B
$1.79 Million 0.03% of portfolio
36,322
Q2 2025 Added 16.04%
$22B
$1.35 Million 0.03% of portfolio
7,508
Q2 2025 Added 54.58%
$66.3B
$1.47 Million 0.03% of portfolio
17,290
Q2 2025 Added 96.21%
$89.6B
$1.45 Million 0.03% of portfolio
64,903
Q2 2025 Reduced 19.03%
$102B
$1.75 Million 0.03% of portfolio
9,520
Q2 2025 Added 9.93%
$24.3B
$1.43 Million 0.03% of portfolio
9,085
Q2 2025 Added 133.55%
$56.9B
$1.52 Million 0.03% of portfolio
47,445
Q2 2025 New
$79.3B
$1.42 Million 0.03% of portfolio
8,550
Q2 2025 Added 6.77%
$101B
$1.79 Million 0.03% of portfolio
8,166
Q2 2025 Added 181.59%
$94.5B
$1.45 Million 0.03% of portfolio
2,882
Q2 2025 New
$50.2B
$1.63 Million 0.03% of portfolio
31,572
Q2 2025 Added 5.46%
$36.8B
$1.64 Million 0.03% of portfolio
10,243
Q2 2025 Added 11.64%
$0
$1.45 Million 0.03% of portfolio
128,126
Q2 2025 Added 1.86%
$0
$1.4 Million 0.03% of portfolio
100,783
Q2 2025 Added 1.49%
$16.7B
$1.29 Million 0.03% of portfolio
7,922
Q2 2025 New
$18.7B
$1.32 Million 0.03% of portfolio
6,978
Q2 2025 Reduced 36.74%
$20.5B
$1.45 Million 0.03% of portfolio
40,444
Q2 2025 Added 1.0%
$25.6B
$1.37 Million 0.03% of portfolio
12,079
Q2 2025 Added 9.98%
$3.33B
$1.61 Million 0.03% of portfolio
239,530
Q2 2025 Added 76.32%
$39.2B
$1.4 Million 0.03% of portfolio
4,228
Q2 2025 Added 3.98%
$10.2B
$1.29 Million 0.03% of portfolio
14,627
Q2 2025 New
$79.9B
$1.35 Million 0.03% of portfolio
4,315
Q2 2025 Reduced 40.02%
$32.1B
$1.47 Million 0.03% of portfolio
10,172
Q2 2025 New
$18.9B
$1.64 Million 0.03% of portfolio
90,172
Q2 2025 Added 16.55%
$133B
$1.49 Million 0.03% of portfolio
1,947
Q2 2025 Added 27.92%
$173B
$1.66 Million 0.03% of portfolio
24,231
Q2 2025 Reduced 6.85%
$102B
$1.57 Million 0.03% of portfolio
3,588
Q2 2025 Reduced 21.07%
$14.1B
$1.53 Million 0.03% of portfolio
18,924
Q2 2025 Added 135.58%
$32.7B
$1.47 Million 0.03% of portfolio
17,000
Q2 2025 Added 49.32%
$76.4B
$1.58 Million 0.03% of portfolio
10,299
Q2 2025 Added 5.93%
$25.8B
$1.46 Million 0.03% of portfolio
11,321
Q2 2025 Added 9.02%
$13.4B
$1.34 Million 0.03% of portfolio
42,564
Q2 2025 Added 33.31%
$324B
$1.21 Million 0.02% of portfolio
10,702
Q2 2025 Added 13.84%
$33.2B
$783,000 0.02% of portfolio
4,524
Q2 2025 Reduced 3.66%
$10.2B
$1.07 Million 0.02% of portfolio
5,381
Q2 2025 Added 108.81%
$75.9B
$1.13 Million 0.02% of portfolio
304
Q2 2025 Added 2.36%
$6.51B
$1.21 Million 0.02% of portfolio
40,277
Q2 2025 Added 195.16%
$55.6B
$1.02 Million 0.02% of portfolio
5,936
Q2 2025 Added 40.1%
$15.8B
$917,000 0.02% of portfolio
13,661
Q2 2025 New
$137B
$804,000 0.02% of portfolio
16,725
Q2 2025 Reduced 1.23%
$30.3B
$817,000 0.02% of portfolio
14,284
Q2 2025 Added 5.85%
$14.4B
$906,000 0.02% of portfolio
8,705
Q2 2025 Added 27.81%
$147B
$993,000 0.02% of portfolio
9,251
Q2 2025 Added 17.06%
$40.5B
$1.15 Million 0.02% of portfolio
4,728
Q2 2025 Reduced 7.85%

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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