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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$49.1B
$21.6 Million 0.39% of portfolio
18,046
Q3 2025 Reduced 12.01%
$0
$21.2 Million 0.38% of portfolio
619,842
Q3 2025 Added 0.69%
$0
$20.8 Million 0.38% of portfolio
347,651
Q3 2025 Reduced 1.61%
$17.1B
$20.9 Million 0.38% of portfolio
64,779
Q3 2025 Added 0.31%
$413B
$20.6 Million 0.37% of portfolio
399,854
Q3 2025 Added 0.11%
$0
$20.5 Million 0.37% of portfolio
173,611
Q3 2025 Reduced 2.84%
$593B
$20.3 Million 0.37% of portfolio
72,146
Q3 2025 Reduced 5.33%
$0
$20.3 Million 0.37% of portfolio
1,291,526
Q3 2025 Added 12.55%
$224B
$20.1 Million 0.36% of portfolio
66,303
Q3 2025 Added 1.94%
$55.4B
$19.1 Million 0.35% of portfolio
62,663
Q3 2025 Reduced 2.84%
$0
$19 Million 0.34% of portfolio
330,766
Q3 2025 Reduced 2.24%
$0
$18.8 Million 0.34% of portfolio
57,495
Q3 2025 Reduced 8.56%
$52.5B
$18.1 Million 0.33% of portfolio
1,051,976
Q3 2025 Added 1.48%
$0
$18.4 Million 0.33% of portfolio
270,466
Q3 2025 Added 10.41%
$140B
$18.4 Million 0.33% of portfolio
73,374
Q3 2025 Added 5.61%
$0
$17.8 Million 0.32% of portfolio
207,347
Q3 2025 Reduced 7.16%
$132B
$17 Million 0.31% of portfolio
80,987
Q3 2025 Added 16.71%
$0
$17.2 Million 0.31% of portfolio
234,561
Q3 2025 Reduced 9.31%
$522B
$16.8 Million 0.3% of portfolio
90,412
Q3 2025 Added 1.42%
$512B
$16.8 Million 0.3% of portfolio
29,599
Q3 2025 Added 4.45%
$228B
$15.9 Million 0.29% of portfolio
118,826
Q3 2025 Added 3.88%
$388B
$15.9 Million 0.29% of portfolio
98,308
Q3 2025 Added 39.51%
$0
$16.2 Million 0.29% of portfolio
172,756
Q3 2025 Reduced 25.82%
$0
$15.3 Million 0.28% of portfolio
152,548
Q3 2025 Added 0.51%
$0
$15.7 Million 0.28% of portfolio
33,867
Q3 2025 Added 4.51%
$0
$15.5 Million 0.28% of portfolio
524,900
Q3 2025 Added 8.71%
$136B
$15.7 Million 0.28% of portfolio
66,470
Q3 2025 Added 4.1%
$0
$14.9 Million 0.27% of portfolio
318,285
Q3 2025 Reduced 6.86%
$140B
$15 Million 0.27% of portfolio
40,070
Q3 2025 Reduced 0.02%
$204B
$15.1 Million 0.27% of portfolio
107,847
Q3 2025 Reduced 3.65%
$0
$14.6 Million 0.26% of portfolio
232,266
Q3 2025 Added 5.6%
$328B
$14.4 Million 0.26% of portfolio
47,706
Q3 2025 Added 18.11%
$65.3B
$14.6 Million 0.26% of portfolio
200,457
Q3 2025 Reduced 27.53%
$181B
$14.4 Million 0.26% of portfolio
146,796
Q3 2025 Added 5.59%
$300B
$14.4 Million 0.26% of portfolio
41,817
Q3 2025 Reduced 0.59%
$115B
$13.6 Million 0.25% of portfolio
27,727
Q3 2025 Added 6.17%
$0
$14 Million 0.25% of portfolio
156,243
Q3 2025 Reduced 1.96%
$0
$13.6 Million 0.25% of portfolio
65,084
Q3 2025 Reduced 2.55%
$0
$13.6 Million 0.25% of portfolio
93,290
Q3 2025 Added 19.75%
$0
$13.1 Million 0.24% of portfolio
135,706
Q3 2025 Added 2.27%
$0
$13.2 Million 0.24% of portfolio
126,299
Q3 2025 Reduced 0.85%
$0
$13 Million 0.24% of portfolio
242,039
Q3 2025 Added 42.61%
$0
$12.9 Million 0.23% of portfolio
44,086
Q3 2025 Reduced 0.61%
$319B
$12.3 Million 0.22% of portfolio
180,087
Q3 2025 Added 6.54%
$0
$12.5 Million 0.22% of portfolio
50,469
Q3 2025 Added 6.4%
$0
$12.4 Million 0.22% of portfolio
51,129
Q3 2025 Added 14.51%
$0
$11.5 Million 0.21% of portfolio
318,696
Q3 2025 Reduced 3.29%
$0
$11.8 Million 0.21% of portfolio
102,236
Q3 2025 Added 1.68%
$0
$11.6 Million 0.21% of portfolio
59,314
Q3 2025 Added 1.78%

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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