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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.57 Million 0.06% of portfolio
46,210
Q1 2025 Added 2.77%
$29B
$2.37 Million 0.06% of portfolio
19,070
Q1 2025 Added 0.71%
$104B
$2.37 Million 0.06% of portfolio
11,744
Q1 2025 Reduced 54.12%
$33.3B
$2.46 Million 0.06% of portfolio
26,987
Q1 2025 Added 1.71%
$25.8B
$2.62 Million 0.06% of portfolio
16,410
Q1 2025 Added 23.66%
$76.9B
$2.48 Million 0.06% of portfolio
9,799
Q1 2025 Added 20.63%
$16B
$2.39 Million 0.06% of portfolio
34,689
Q1 2025 Added 3.95%
$0
$2.72 Million 0.06% of portfolio
46,722
Q1 2025 Reduced 9.02%
$0
$2.46 Million 0.06% of portfolio
112,658
Q1 2025 Added 45.44%
$0
$2.36 Million 0.06% of portfolio
57,518
Q1 2025 Added 82.46%
$0
$2.53 Million 0.06% of portfolio
117,546
Q1 2025 Added 9.58%
$0
$2.69 Million 0.06% of portfolio
60,421
Q1 2025 Reduced 0.08%
$0
$2.49 Million 0.06% of portfolio
134,261
Q1 2025 Added 15.54%
$0
$2.55 Million 0.06% of portfolio
130,385
Q1 2025 Added 22.67%
$0
$2.72 Million 0.06% of portfolio
133,603
Q1 2025 Added 17.13%
$2.06B
$2.41 Million 0.06% of portfolio
77,191
Q1 2025 Reduced 20.68%
$0
$2.61 Million 0.06% of portfolio
36,136
Q1 2025 New
$0
$2.33 Million 0.06% of portfolio
64,900
Q1 2025 New
$0
$2.62 Million 0.06% of portfolio
114,123
Q1 2025 New
$0
$2.52 Million 0.06% of portfolio
106,288
Q1 2025 New
$0
$2.35 Million 0.06% of portfolio
11,648
Q1 2025 Added 886.28%
$0
$2.69 Million 0.06% of portfolio
53,186
Q1 2025 Reduced 8.85%
$61.6B
$2.46 Million 0.06% of portfolio
86,164
Q1 2025 Added 11.71%
$253B
$2.44 Million 0.06% of portfolio
21,885
Q1 2025 Added 24.27%
$145B
$2.64 Million 0.06% of portfolio
9,319
Q1 2025 Added 61.7%
$60.5B
$2.42 Million 0.06% of portfolio
3,813
Q1 2025 Added 3.11%
$0
$2.45 Million 0.06% of portfolio
103,972
Q1 2025 Reduced 0.08%
$0
$2.49 Million 0.06% of portfolio
89,070
Q1 2025 Reduced 13.71%
$0
$2.52 Million 0.06% of portfolio
60,238
Q1 2025 Reduced 67.46%
$0
$2.61 Million 0.06% of portfolio
17,907
Q1 2025 Reduced 68.56%
$25.3B
$2.71 Million 0.06% of portfolio
37,974
Q1 2025 Added 8.26%
$0
$2.65 Million 0.06% of portfolio
79,622
Q1 2025 New
$0
$2.61 Million 0.06% of portfolio
68,417
Q1 2025 Added 915.69%
$6.59B
$2.37 Million 0.06% of portfolio
42,944
Q1 2025 Added 19.33%
$0
$2.55 Million 0.06% of portfolio
13,663
Q1 2025 Reduced 0.57%
$0
$2.62 Million 0.06% of portfolio
10,392
Q1 2025 Added 4.17%
$0
$2.71 Million 0.06% of portfolio
38,651
Q1 2025 New
$0
$2.46 Million 0.06% of portfolio
48,345
Q1 2025 Reduced 5.16%
$0
$2.72 Million 0.06% of portfolio
36,934
Q1 2025 Added 8.05%
$94.7B
$2.5 Million 0.06% of portfolio
10,790
Q1 2025 Added 6.68%
$19B
$2.61 Million 0.06% of portfolio
89,191
Q1 2025 Added 2.59%
$0
$2 Million 0.05% of portfolio
86,395
Q1 2025 Reduced 2.55%
$91B
$2.03 Million 0.05% of portfolio
14,804
Q1 2025 Added 14.18%
$34.6B
$2.1 Million 0.05% of portfolio
51,052
Q1 2025 Reduced 2.2%
$0
$2.29 Million 0.05% of portfolio
77,670
Q1 2025 Added 4.13%
$9.28B
$2.23 Million 0.05% of portfolio
25,329
Q1 2025 Added 11.53%
$0
$2.14 Million 0.05% of portfolio
32,842
Q1 2025 Reduced 1.14%
$0
$2.26 Million 0.05% of portfolio
113,042
Q1 2025 Reduced 0.97%
$44.5B
$1.95 Million 0.05% of portfolio
194,852
Q1 2025 Added 1.59%

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
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