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
$23B
$2.02 Million 0.05% of portfolio
20,656
Q1 2025 Added 38.1%
$27B
$2.24 Million 0.05% of portfolio
13,072
Q1 2025 Reduced 45.58%
$0
$2.24 Million 0.05% of portfolio
28,785
Q4 2024 Added 0.35%
$0
$2.03 Million 0.05% of portfolio
17,443
Q1 2025 Added 19.28%
$0
$1.92 Million 0.05% of portfolio
50,216
Q1 2025 New
$37.3B
$2.24 Million 0.05% of portfolio
12,719
Q1 2025 Added 27.61%
$0
$2.21 Million 0.05% of portfolio
51,874
Q1 2025 Reduced 59.57%
$0
$2.08 Million 0.05% of portfolio
41,662
Q1 2025 Added 18.26%
$0
$2.23 Million 0.05% of portfolio
24,183
Q1 2025 Added 1.35%
$0
$2.2 Million 0.05% of portfolio
94,174
Q1 2025 New
$0
$2.27 Million 0.05% of portfolio
90,117
Q1 2025 New
$0
$2.21 Million 0.05% of portfolio
21,799
Q1 2025 Reduced 1.02%
$0
$2.22 Million 0.05% of portfolio
172,906
Q1 2025 Added 41.98%
$102B
$1.93 Million 0.05% of portfolio
2,863
Q1 2025 Added 0.88%
$48.8B
$1.94 Million 0.05% of portfolio
40,153
Q1 2025 Added 1.41%
$36.6B
$2.22 Million 0.05% of portfolio
22,406
Q1 2025 Added 85.53%
$142B
$2.18 Million 0.05% of portfolio
86,011
Q1 2025 Reduced 13.39%
$0
$2.25 Million 0.05% of portfolio
165,018
Q1 2025 Added 19.75%
$184B
$1.99 Million 0.05% of portfolio
17,682
Q1 2025 Added 0.61%
$967M
$2 Million 0.05% of portfolio
29,597
Q1 2025 Added 0.39%
$0
$2.25 Million 0.05% of portfolio
10,877
Q1 2025 Reduced 48.65%
$17.6B
$2.01 Million 0.05% of portfolio
5,967
Q1 2025 Reduced 0.1%
$37.5B
$2.19 Million 0.05% of portfolio
10,947
Q1 2025 Reduced 9.54%
$60.3B
$1.96 Million 0.05% of portfolio
47,629
Q1 2025 Added 5.47%
$0
$2.03 Million 0.05% of portfolio
35,520
Q1 2025 Added 4.52%
$0
$2.28 Million 0.05% of portfolio
9,321
Q1 2025 Added 87.73%
$0
$2.03 Million 0.05% of portfolio
44,799
Q1 2025 Added 4.49%
$0
$2.26 Million 0.05% of portfolio
24,371
Q1 2025 Added 1.76%
$35.6B
$1.75 Million 0.04% of portfolio
14,939
Q1 2025 Added 4.37%
$60.2B
$1.74 Million 0.04% of portfolio
19,997
Q1 2025 Added 232.29%
$0
$1.62 Million 0.04% of portfolio
39,674
Q1 2025 Added 0.01%
$288B
$1.58 Million 0.04% of portfolio
2,383
Q1 2025 Added 14.9%
$5.92B
$1.87 Million 0.04% of portfolio
95,219
Q1 2025 Added 2.79%
$38.4B
$1.86 Million 0.04% of portfolio
10,070
Q1 2025 Added 0.29%
$77.1B
$1.49 Million 0.04% of portfolio
22,000
Q1 2025 Reduced 20.59%
$60.1B
$1.86 Million 0.04% of portfolio
17,760
Q1 2025 Added 14.32%
$0
$1.65 Million 0.04% of portfolio
50,077
Q1 2025 Added 9.47%
$17.7B
$1.53 Million 0.04% of portfolio
146,917
Q1 2025 New
$92B
$1.66 Million 0.04% of portfolio
37,550
Q1 2025 Added 1.51%
$0
$1.75 Million 0.04% of portfolio
45,835
Q1 2025 Added 688.08%
$0
$1.53 Million 0.04% of portfolio
66,871
Q1 2025 Reduced 2.85%
$0
$1.63 Million 0.04% of portfolio
15,938
Q1 2025 Added 3.7%
$0
$1.58 Million 0.04% of portfolio
51,858
Q1 2025 Added 2.72%
$0
$1.71 Million 0.04% of portfolio
10,058
Q1 2025 Reduced 1.78%
$3.43B
$1.74 Million 0.04% of portfolio
91,376
Q1 2025 New
$44.4B
$1.51 Million 0.04% of portfolio
6,949
Q1 2025 Reduced 2.29%
$74.4B
$1.47 Million 0.04% of portfolio
31,301
Q1 2025 Added 5.66%
$0
$1.78 Million 0.04% of portfolio
27,924
Q1 2025 Added 0.01%
$92.9B
$1.82 Million 0.04% of portfolio
80,156
Q1 2025 Reduced 6.12%

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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