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
$103B
$1.49 Million 0.04% of portfolio
8,660
Q1 2025 Added 24.93%
$0
$1.54 Million 0.04% of portfolio
15,525
Q1 2025 Reduced 0.61%
$0
$1.58 Million 0.04% of portfolio
74,754
Q1 2025 Added 14.35%
$1.75B
$1.48 Million 0.04% of portfolio
65,015
Q1 2025 Reduced 1.72%
$0
$1.88 Million 0.04% of portfolio
38,881
Q1 2025 Reduced 18.3%
$0
$1.84 Million 0.04% of portfolio
14,449
Q1 2025 Reduced 1.68%
$0
$1.54 Million 0.04% of portfolio
19,475
Q1 2025 Reduced 4.65%
$0
$1.66 Million 0.04% of portfolio
15,309
Q1 2025 Reduced 2.82%
$0
$1.47 Million 0.04% of portfolio
13,348
Q1 2025 Added 38.69%
$0
$1.64 Million 0.04% of portfolio
71,203
Q1 2025 Reduced 8.32%
$96.2B
$1.85 Million 0.04% of portfolio
27,194
Q1 2025 Added 9.23%
$241B
$1.74 Million 0.04% of portfolio
14,873
Q1 2025 Added 32.4%
$51.6B
$1.6 Million 0.04% of portfolio
29,938
Q1 2025 Added 2.61%
$95B
$1.67 Million 0.04% of portfolio
26,378
Q1 2025 Reduced 8.56%
$64.4B
$1.86 Million 0.04% of portfolio
7,853
Q1 2025 Reduced 2.23%
$0
$1.54 Million 0.04% of portfolio
126,110
Q1 2025 Added 0.05%
$90B
$1.66 Million 0.04% of portfolio
25,388
Q1 2025 Added 4.48%
$89.1B
$1.48 Million 0.04% of portfolio
7,194
Q1 2025 Added 13.42%
$145B
$1.76 Million 0.04% of portfolio
18,420
Q1 2025 Added 2.82%
$68.8B
$1.87 Million 0.04% of portfolio
12,761
Q1 2025 Added 86.56%
$173B
$1.78 Million 0.04% of portfolio
26,014
Q1 2025 Added 13.98%
$107B
$1.53 Million 0.04% of portfolio
4,546
Q1 2025 Added 59.29%
$0
$1.78 Million 0.04% of portfolio
5,319
Q1 2025 Added 19.37%
$0
$1.77 Million 0.04% of portfolio
9,633
Q1 2025 Added 0.9%
$0
$1.89 Million 0.04% of portfolio
11,745
Q1 2025 Added 1.58%
$0
$1.51 Million 0.04% of portfolio
11,614
Q1 2025 Added 7.47%
$0
$1.61 Million 0.04% of portfolio
13,500
Q1 2025 Added 69.09%
$0
$1.71 Million 0.04% of portfolio
6,919
Q1 2025 Added 2.47%
$121B
$1.47 Million 0.04% of portfolio
3,031
Q1 2025 Reduced 8.21%
$74.8B
$1.49 Million 0.04% of portfolio
9,722
Q1 2025 Reduced 2.5%
$0
$1.85 Million 0.04% of portfolio
97,599
Q1 2025 Reduced 1.6%
$0
$1.65 Million 0.04% of portfolio
75,288
Q1 2025 Added 5.11%
$321B
$1.24 Million 0.03% of portfolio
9,401
Q1 2025 Reduced 40.47%
$72.9B
$1.13 Million 0.03% of portfolio
297
Q1 2025 Reduced 6.9%
$37.2B
$1.3 Million 0.03% of portfolio
66,942
Q1 2025 Reduced 0.29%
$14.5B
$1.18 Million 0.03% of portfolio
34,484
Q1 2025 New
$39.1B
$1.24 Million 0.03% of portfolio
5,131
Q1 2025 Reduced 0.85%
$81.1B
$1.47 Million 0.03% of portfolio
8,178
Q1 2025 Added 18.97%
$22.2B
$1.24 Million 0.03% of portfolio
3,629
Q1 2025 Added 5.04%
$26.1B
$1.45 Million 0.03% of portfolio
6,402
Q1 2025 Reduced 8.1%
$18.6B
$1.37 Million 0.03% of portfolio
17,584
Q1 2025 Reduced 5.39%
$56.4B
$1.41 Million 0.03% of portfolio
6,095
Q1 2025 Reduced 16.29%
$0
$1.45 Million 0.03% of portfolio
115,249
Q1 2025 Reduced 1.51%
$49.3B
$1.1 Million 0.03% of portfolio
10,555
Q1 2025 Added 353.59%
$73.6B
$1.18 Million 0.03% of portfolio
40,090
Q1 2025 Added 2.17%
$0
$1.11 Million 0.03% of portfolio
48,027
Q1 2025 Added 1.04%
$68.7B
$1.32 Million 0.03% of portfolio
55,207
Q1 2025 New
$29.3B
$1.2 Million 0.03% of portfolio
30,573
Q1 2025 Added 0.99%
$0
$1.09 Million 0.03% of portfolio
22,902
Q1 2025 Added 34.42%

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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