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
$0
$903,000 0.02% of portfolio
10,891
Q2 2025 New
$39.1B
$1.13 Million 0.02% of portfolio
10,472
Q2 2025 Added 15.15%
$4.82B
$1.02 Million 0.02% of portfolio
14,902
Q2 2025 Added 115.94%
$35.6B
$853,000 0.02% of portfolio
14,817
Q2 2025 Reduced 34.58%
$9.51B
$888,000 0.02% of portfolio
6,132
Q2 2025 Reduced 0.98%
$91.7B
$776,000 0.02% of portfolio
14,293
Q2 2025 Reduced 2.03%
$73.8B
$1.16 Million 0.02% of portfolio
4,715
Q2 2025 Reduced 1.5%
$102B
$887,000 0.02% of portfolio
15,207
Q2 2025 Reduced 4.04%
$70.6B
$1.1 Million 0.02% of portfolio
10,433
Q2 2025 Added 7.47%
$55.1B
$910,000 0.02% of portfolio
1,607
Q2 2025 Added 21.56%
$0
$1.17 Million 0.02% of portfolio
78,018
Q2 2025 Added 63.74%
$46.7B
$1.13 Million 0.02% of portfolio
33,446
Q2 2025 Reduced 1.27%
$0
$859,000 0.02% of portfolio
11,302
Q2 2025 Added 0.43%
$0
$1.02 Million 0.02% of portfolio
11,624
Q2 2025 Reduced 7.56%
$172B
$1.16 Million 0.02% of portfolio
1,125
Q2 2025 Reduced 36.8%
$0
$876,000 0.02% of portfolio
6,497
Q2 2025 New
$0
$807,000 0.02% of portfolio
8,474
Q2 2025 Reduced 3.9%
$0
$987,000 0.02% of portfolio
32,805
Q2 2025 Added 41.55%
$2.86B
$861,000 0.02% of portfolio
22,168
Q2 2025 New
$40.9B
$1.15 Million 0.02% of portfolio
15,153
Q2 2025 Reduced 1.15%
$38.1B
$1.15 Million 0.02% of portfolio
6,604
Q2 2025 Reduced 39.67%
$17.5B
$900,000 0.02% of portfolio
10,015
Q2 2025 New
$3.94B
$1.08 Million 0.02% of portfolio
30,075
Q2 2025 Added 3.84%
$23.7B
$835,000 0.02% of portfolio
11,609
Q2 2025 Added 43.41%
$829M
$906,000 0.02% of portfolio
38,447
Q1 2025 Reduced 0.26%
$155B
$1.09 Million 0.02% of portfolio
17,833
Q2 2025 Reduced 6.81%
$17.7B
$864,000 0.02% of portfolio
11,221
Q2 2025 Reduced 5.26%
$0
$862,000 0.02% of portfolio
10,956
Q2 2025 Reduced 12.48%
$0
$1.02 Million 0.02% of portfolio
5,292
Q2 2025 Reduced 2.18%
$0
$802,000 0.02% of portfolio
6,242
Q2 2025 Added 225.1%
$0
$812,000 0.02% of portfolio
16,163
Q2 2025 Reduced 19.05%
$0
$915,000 0.02% of portfolio
18,678
Q2 2025 Reduced 26.95%
$0
$1.2 Million 0.02% of portfolio
20,039
Q2 2025 Added 1.61%
$0
$1.07 Million 0.02% of portfolio
12,307
Q2 2025 Reduced 15.03%
$0
$969,000 0.02% of portfolio
5,671
Q2 2025 Added 1.59%
$0
$1.27 Million 0.02% of portfolio
3,510
Q2 2025 Reduced 9.21%
$0
$847,000 0.02% of portfolio
3,871
Q2 2025 Added 2.57%
$0
$1.08 Million 0.02% of portfolio
4,355
Q2 2025 Added 2.13%
$0
$768,000 0.02% of portfolio
4,355
Q2 2025 Added 2.21%
$6.02B
$1.01 Million 0.02% of portfolio
19,689
Q2 2025 New
$10.7B
$1.16 Million 0.02% of portfolio
6,266
Q2 2025 Added 5.56%
$0
$1.05 Million 0.02% of portfolio
153,411
Q2 2025 Added 6.59%
$0
$898,000 0.02% of portfolio
19,934
Q2 2025 Reduced 2.35%
$0
$797,000 0.02% of portfolio
15,653
Q2 2025 Reduced 22.01%
$40.4B
$1.07 Million 0.02% of portfolio
7,195
Q2 2025 Added 3.2%
$0
$511,000 0.01% of portfolio
27,822
Q2 2025 Reduced 1.42%
$1.69B
$425,000 0.01% of portfolio
3,078
Q2 2025 New
$1.79B
$333,000 0.01% of portfolio
9,695
Q2 2025 Reduced 0.36%
$1.28B
$408,000 0.01% of portfolio
43,287
Q2 2025 Added 75.24%

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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