Prospera Financial Services Inc Portfolio Holdings

Prospera Financial Services Inc

  • $5.55 Billion
  • Q3 2025

Prospera Financial Services Inc has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $5.55 Billion distributed in 1352 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $215M, Nvidia Corp with a value of $211M, Microsoft Corp with a value of $136M, Amazon Com Inc with a value of $100M, and Invesco Qqq Trust, Series 1 with a value of $83.5M.

Examining the 13F form we can see an increase of $436M in the current position value, from $5.11B to 5.55B.

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

Portfolio value $5.55 Billion
ETFs: $2.3 Billion
Technology: $1.01 Billion
Financial Services: $542 Million
Industrials: $339 Million
Consumer Cyclical: $279 Million
Communication Services: $248 Million
Healthcare: $242 Million
Energy: $202 Million
Other: $349 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$139B
$73.4 Million 1.32% of portfolio
222,501
Q3 2025 Reduced 3.81%
$98.1B
$40.2 Million 0.72% of portfolio
235,124
Q3 2025 Reduced 1.16%
$70.2B
$30.6 Million 0.55% of portfolio
979,277
Q3 2025 Reduced 0.08%
$109B
$23.3 Million 0.42% of portfolio
420,795
Q3 2025 Added 11.32%
$49.1B
$21.6 Million 0.39% of portfolio
18,046
Q3 2025 Reduced 12.01%
$17.1B
$20.9 Million 0.38% of portfolio
64,779
Q3 2025 Added 0.31%
$55.4B
$19.1 Million 0.35% of portfolio
62,663
Q3 2025 Reduced 2.84%
$52.5B
$18.1 Million 0.33% of portfolio
1,051,976
Q3 2025 Added 1.48%
$140B
$18.4 Million 0.33% of portfolio
73,374
Q3 2025 Added 5.61%
$132B
$17 Million 0.31% of portfolio
80,987
Q3 2025 Added 16.71%
$136B
$15.7 Million 0.28% of portfolio
66,470
Q3 2025 Added 4.1%
$140B
$15 Million 0.27% of portfolio
40,070
Q3 2025 Reduced 0.02%
$181B
$14.4 Million 0.26% of portfolio
146,796
Q3 2025 Added 5.59%
$115B
$13.6 Million 0.25% of portfolio
27,727
Q3 2025 Added 6.17%
$118B
$11.2 Million 0.2% of portfolio
45,600
Q3 2025 Reduced 0.7%
$163B
$11.3 Million 0.2% of portfolio
15,679
Q3 2025 Added 9.87%
$11.4B
$11.4 Million 0.2% of portfolio
28,097
Q3 2025 Added 16.17%
$197B
$10.1 Million 0.18% of portfolio
49,254
Q3 2025 Added 9.6%
$181B
$9.88 Million 0.18% of portfolio
349,906
Q3 2025 Added 6.24%
$114B
$10.2 Million 0.18% of portfolio
47,423
Q3 2025 Added 1.66%
$144B
$10 Million 0.18% of portfolio
21,916
Q3 2025 Added 11.17%
$74.3B
$10.1 Million 0.18% of portfolio
50,049
Q3 2025 Reduced 4.15%
$85.9B
$10.1 Million 0.18% of portfolio
45,900
Q3 2025 Added 149.15%
$152B
$9.26 Million 0.17% of portfolio
37,547
Q3 2025 Added 2.85%
$113B
$9.51 Million 0.17% of portfolio
100,538
Q3 2025 Added 11.53%
$75.4B
$9.65 Million 0.17% of portfolio
73,554
Q3 2025 Added 25.78%
$86.1B
$9.49 Million 0.17% of portfolio
27,401
Q3 2025 Added 20.78%
$174B
$9.44 Million 0.17% of portfolio
63,529
Q3 2025 Added 163.88%
$79.6B
$8.86 Million 0.16% of portfolio
71,581
Q3 2025 Added 205.13%
$168B
$8.66 Million 0.16% of portfolio
114,774
Q3 2025 Added 2.11%
$98.6B
$9.09 Million 0.16% of portfolio
95,938
Q3 2025 Reduced 1.18%
$47.1B
$9 Million 0.16% of portfolio
80,486
Q3 2025 Added 9.19%
$104B
$8.32 Million 0.15% of portfolio
28,354
Q3 2025 Added 18.19%
$156B
$8.55 Million 0.15% of portfolio
76,988
Q3 2025 Added 1.99%
$92.7B
$8.08 Million 0.15% of portfolio
31,042
Q3 2025 Added 53.18%
$72.3B
$7.98 Million 0.14% of portfolio
71,460
Q3 2025 Reduced 16.85%
$183B
$7.78 Million 0.14% of portfolio
27,560
Q3 2025 Reduced 19.61%
$39.4B
$7.9 Million 0.14% of portfolio
11,015
Q3 2025 Added 7.45%
$20B
$7.57 Million 0.14% of portfolio
89,505
Q3 2025 Reduced 6.31%
$123B
$7.74 Million 0.14% of portfolio
27,409
Q3 2025 Added 3.77%
$72.7B
$7.93 Million 0.14% of portfolio
6,020
Q3 2025 Added 20.23%
$190B
$7.45 Million 0.13% of portfolio
73,367
Q3 2025 Reduced 2.73%
$120B
$7.18 Million 0.13% of portfolio
228,469
Q3 2025 Reduced 30.69%
$96.4B
$7.39 Million 0.13% of portfolio
59,708
Q3 2025 Added 0.27%
$54.4B
$7.3 Million 0.13% of portfolio
23,563
Q3 2025 Added 2.4%
$61.4B
$7.21 Million 0.13% of portfolio
17,388
Q3 2025 Reduced 1.46%
$136B
$7.01 Million 0.13% of portfolio
18,970
Q3 2025 Added 6.98%
$23.9B
$6.68 Million 0.12% of portfolio
47,992
Q3 2025 Reduced 2.82%
$111B
$6.54 Million 0.12% of portfolio
19,859
Q3 2025 Added 0.02%

Summary

  • Portfolio
  • No. of Stocks 1,352
  • Current Value $5.55 Billion
  • Prior Value $5.11 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 96 stocks
  • Additional Purchases 663 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 532 stocks
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