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
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