Prospera Financial Services Inc Portfolio Holdings
Prospera Financial Services Inc
- $3.82 Billion
- Q3 2024
Prospera Financial Services Inc has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.82 Billion distributed in 1116 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $167M, Nvidia Corp with a value of $131M, Microsoft Corp with a value of $89M, Spdr S&P 500 ETF Trust with a value of $72.4M, and Invesco Qqq Trust, Series 1 with a value of $68.5M.
Examining the 13F form we can see an increase of $323M in the current position value, from $3.5B to 3.82B.
Below you can find more details about Prospera Financial Services Inc portfolio as well as his latest detailed transactions.
Portfolio value
$3.82 Billion
ETFs: $1.77 Billion
Technology: $613 Million
Financial Services: $291 Million
Healthcare: $206 Million
Industrials: $199 Million
Consumer Cyclical: $173 Million
Consumer Defensive: $152 Million
Energy: $149 Million
Other: $257 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 1,116
- Current Value $3.82 Billion
- Prior Value $3.5 Billion
- Filing
- Period Q3 2024
- Filing Date November 07, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 74 stocks
- Additional Purchases 557 stocks
- Sold out of 0 stocks
- Reduced holdings in 427 stocks