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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$58.4B
$2.22 Million 0.04% of portfolio
51,579
Q2 2025 Added 8.29%
$51.4B
$2.16 Million 0.04% of portfolio
16,089
Q2 2025 Added 45.83%
$0
$2.15 Million 0.04% of portfolio
13,090
Q2 2025 Added 11.45%
$0
$2.24 Million 0.04% of portfolio
7,999
Q2 2025 Added 15.61%
$24.1B
$2.09 Million 0.04% of portfolio
32,730
Q2 2025 Added 141.46%
$0
$1.78 Million 0.03% of portfolio
41,787
Q2 2025 Added 5.33%
$38.3B
$1.56 Million 0.03% of portfolio
9,297
Q2 2025 Added 340.2%
$19.9B
$1.35 Million 0.03% of portfolio
3,614
Q2 2025 Reduced 0.41%
$33B
$1.78 Million 0.03% of portfolio
63,263
Q2 2025 Added 52.32%
$29.2B
$1.6 Million 0.03% of portfolio
4,757
Q2 2025 Added 84.81%
$38.4B
$1.64 Million 0.03% of portfolio
8,881
Q2 2025 Reduced 11.81%
$16.5B
$1.63 Million 0.03% of portfolio
17,692
Q2 2025 Added 0.61%
$57.4B
$1.39 Million 0.03% of portfolio
5,708
Q2 2025 Reduced 6.35%
$0
$1.44 Million 0.03% of portfolio
115,568
Q2 2025 Added 0.28%
$45.7B
$1.63 Million 0.03% of portfolio
4,647
Q2 2025 Added 112.68%
$56.3B
$1.44 Million 0.03% of portfolio
4,412
Q2 2025 Added 36.85%
$2.75B
$1.29 Million 0.03% of portfolio
12,501
Q2 2025 Added 53.84%
$74B
$1.69 Million 0.03% of portfolio
57,776
Q2 2025 Added 4.65%
$30.2B
$1.47 Million 0.03% of portfolio
2,749
Q2 2025 Added 82.05%
$95.8B
$1.64 Million 0.03% of portfolio
36,133
Q2 2025 Reduced 3.77%
$19.5B
$1.42 Million 0.03% of portfolio
4,815
Q2 2025 Added 54.43%
$81.5B
$1.74 Million 0.03% of portfolio
3,553
Q2 2025 New
$29B
$1.29 Million 0.03% of portfolio
31,442
Q2 2025 Added 2.84%
$0
$1.63 Million 0.03% of portfolio
66,435
Q2 2025 Reduced 0.65%
$0
$1.75 Million 0.03% of portfolio
36,633
Q2 2025 Added 6.05%
$0
$1.32 Million 0.03% of portfolio
22,130
Q2 2025 Reduced 0.63%
$0
$1.71 Million 0.03% of portfolio
51,896
Q2 2025 Added 0.07%
$0
$1.4 Million 0.03% of portfolio
8,677
Q2 2025 Reduced 13.73%
$0
$1.56 Million 0.03% of portfolio
52,739
Q2 2025 Added 5.95%
$0
$1.46 Million 0.03% of portfolio
49,630
Q2 2025 New
$0
$1.35 Million 0.03% of portfolio
71,210
Q2 2025 Reduced 0.31%
$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%
$0
$1.74 Million 0.03% of portfolio
27,736
Q2 2025 Reduced 0.67%
$0
$1.42 Million 0.03% of portfolio
29,429
Q2 2025 New
$0
$1.44 Million 0.03% of portfolio
33,033
Q2 2025 Reduced 1.99%
$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%
$0
$1.56 Million 0.03% of portfolio
15,004
Q2 2025 Reduced 3.36%
$0
$1.52 Million 0.03% of portfolio
72,543
Q2 2025 Added 9.06%
$0
$1.67 Million 0.03% of portfolio
77,806
Q2 2025 Added 4.08%
$0
$1.43 Million 0.03% of portfolio
101,268
Q2 2025 Reduced 0.88%
$0
$1.46 Million 0.03% of portfolio
34,589
Q2 2025 Added 537.82%

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
Track This Portfolio

Track Prospera Financial Services Inc Portfolio

Follow Prospera Financial Services Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Prospera Financial Services Inc, based on Form 13F filings with the SEC.

News

Stay updated on Prospera Financial Services Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email