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
$1.71B
$1.42 Million 0.03% of portfolio
64,531
Q2 2025 Reduced 0.74%
$0
$1.78 Million 0.03% of portfolio
22,050
Q2 2025 Added 13.22%
$0
$1.69 Million 0.03% of portfolio
15,386
Q2 2025 Added 0.5%
$0
$1.36 Million 0.03% of portfolio
10,295
Q2 2025 Reduced 2.71%
$0
$1.59 Million 0.03% of portfolio
12,837
Q2 2025 Reduced 78.28%
$0
$1.6 Million 0.03% of portfolio
14,451
Q2 2025 Added 8.26%
$0
$1.29 Million 0.03% of portfolio
11,683
Q2 2025 Added 72.14%
$0
$1.35 Million 0.03% of portfolio
79,775
Q2 2025 Added 8.29%
$0
$1.76 Million 0.03% of portfolio
76,700
Q2 2025 Added 7.72%
$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%
$51.4B
$1.33 Million 0.03% of portfolio
17,912
Q2 2025 Reduced 0.39%
$0
$1.5 Million 0.03% of portfolio
71,306
Q2 2025 Added 8.13%
$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%
$0
$1.56 Million 0.03% of portfolio
23,215
Q2 2025 Added 55.55%
$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%
$0
$1.5 Million 0.03% of portfolio
15,104
Q2 2025 Added 8.25%
$0
$1.31 Million 0.03% of portfolio
58,191
Q2 2025 Reduced 7.8%
$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%
$0
$1.49 Million 0.03% of portfolio
16,763
Q2 2025 Added 4.91%
$0
$1.7 Million 0.03% of portfolio
13,347
Q2 2025 Reduced 1.13%
$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%
$0
$1.63 Million 0.03% of portfolio
72,583
Q2 2025 Reduced 3.59%
$0
$1.35 Million 0.03% of portfolio
18,035
Q2 2025 Added 1.31%
$0
$1.31 Million 0.03% of portfolio
11,598
Q2 2025 Reduced 13.3%
$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%
$0
$1.04 Million 0.02% of portfolio
18,044
Q2 2025 Added 5.15%
$33.2B
$783,000 0.02% of portfolio
4,524
Q2 2025 Reduced 3.66%
$0
$872,000 0.02% of portfolio
35,851
Q2 2025 Reduced 3.0%

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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