Prospera Financial Services Inc Portfolio Holdings
Prospera Financial Services Inc
- $4.19 Billion
- Q1 2025
Prospera Financial Services Inc has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $4.19 Billion distributed in 1167 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $176M, Nvidia Corp with a value of $114M, Microsoft Corp with a value of $88.5M, Amazon Com Inc with a value of $72.7M, and Invesco Qqq Trust, Series 1 with a value of $68M.
Examining the 13F form we can see an increase of $30M in the current position value, from $4.16B to 4.19B.
Below you can find more details about Prospera Financial Services Inc portfolio as well as his latest detailed transactions.
Portfolio value
$4.19 Billion
ETFs: $1.92 Billion
Technology: $651 Million
Financial Services: $357 Million
Healthcare: $214 Million
Industrials: $211 Million
Consumer Cyclical: $199 Million
Energy: $176 Million
Consumer Defensive: $162 Million
Other: $279 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 1,167
- Current Value $4.19 Billion
- Prior Value $4.16 Billion
- Filing
- Period Q1 2025
- Filing Date May 15, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 117 stocks
- Additional Purchases 610 stocks
- Sold out of 0 stocks
- Reduced holdings in 386 stocks