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Prospera Financial Services

Latest statistics and disclosures from Prospera Financial Services's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, NVDA, MSFT, AMZN, QQQ, and represent 12.72% of Prospera Financial Services's stock portfolio.
Added to shares of these 10 stocks: NVDA (+$18M), IJS (+$7.8M), RING (+$7.2M), WCMI (+$7.1M), ZS (+$6.5M), LLY (+$6.2M), AFLG (+$6.1M), WM (+$6.1M), APH (+$6.0M), SHOP (+$5.9M).
Started 96 new stock positions in HTO, TSEM, ILCG, FUBO, PEN, WCMI, BBAI, Oxford Lane Cap Corp, SLYV, COKE.
Reduced shares in these 10 stocks: IVV (-$10M), IJT (-$8.5M), MSTR (-$8.0M), SPY (-$6.4M), ISRG (-$6.1M), FTCS (-$5.6M), IAU (-$5.5M), , CTAS, COST.
Sold out of its positions in BUD, AVY, BALL, BBWI, BBY, BF.B, BTG, CCLD, PRTS, CHTR.
Prospera Financial Services was a net buyer of stock by $109M.
Prospera Financial Services has $5.9B in assets under management (AUM), dropping by 9.21%.
Central Index Key (CIK): 0001541625

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Portfolio Holdings for Prospera Financial Services

Prospera Financial Services holds 1352 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Prospera Financial Services has 1352 total positions. Only the first 250 positions are shown.

Sign up to view all of the Prospera Financial Services Sept. 30, 2025 positions
Download the Prospera Financial Services September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	3.7	$215M		844k	254.70	View chart
NVIDIA Corporation (NVDA)	3.6	$211M	+9%	1.1M	186.59	View chart
Microsoft Corporation (MSFT)	2.3	$136M	+3%	263k	518.29	View chart
Amazon (AMZN)	1.7	$100M	+4%	455k	219.57	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.4	$84M		139k	600.88	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.3	$78M	-3%	156k	502.74	View chart
JPMorgan Chase & Co. (JPM)	1.3	$76M	+7%	240k	315.55	View chart
Broadcom (AVGO)	1.3	$73M	-3%	223k	330.00	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.3	$73M	+2%	1.1M	67.29	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.2	$69M	-8%	103k	666.64	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$61M	+4%	249k	243.17	View chart
Alphabet Cap Stk Cl C (GOOG)	1.0	$60M	+2%	247k	243.58	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$53M	-16%	79k	669.88	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.9	$52M	+10%	1.2M	43.93	View chart
Palantir Technologies Cl A (PLTR)	0.9	$50M	+2%	275k	182.42	View chart
Meta Platforms Cl A (META)	0.9	$50M		68k	734.68	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.8	$49M		104k	468.59	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.8	$49M	-3%	787k	61.93	View chart
Exxon Mobil Corporation (XOM)	0.8	$49M	-3%	431k	112.77	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.8	$47M	+6%	1.1M	42.03	View chart
Wal-Mart Stores (WMT)	0.8	$45M	-2%	439k	103.07	View chart
Spdr Gold Tr Gold Shs (GLD)	0.7	$41M	+16%	117k	355.47	View chart
Eli Lilly & Co. (LLY)	0.7	$41M	+18%	53k	763.28	View chart
Blackstone Group Inc Com Cl A (BX)	0.7	$40M		235k	170.86	View chart
Procter & Gamble Company (PG)	0.7	$39M	+2%	250k	153.71	View chart
Strategy Day Hagan Smart (SSUS)	0.6	$37M	-3%	760k	48.31	View chart
First Tr Exchange-traded SHS (FVD)	0.6	$36M	-5%	776k	46.26	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$35M	-4%	73k	479.96	View chart
Caterpillar (CAT)	0.6	$34M	-4%	72k	477.31	View chart
Visa Com Cl A (V)	0.5	$32M	+4%	93k	341.59	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.5	$31M		540k	57.11	View chart
Enterprise Products Partners (EPD)	0.5	$31M		979k	31.27	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.5	$31M	-3%	805k	38.03	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$30M		48k	613.49	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.5	$28M		1.6M	18.24	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$28M	+3%	86k	328.31	View chart
International Business Machines (IBM)	0.5	$28M	-4%	99k	282.32	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$25M	-4%	136k	186.60	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.4	$24M		534k	44.43	View chart
Costco Wholesale Corporation (COST)	0.4	$24M	-14%	26k	926.41	View chart
Novo-nordisk A S Adr (NVO)	0.4	$23M	+11%	421k	55.49	View chart
Chevron Corporation (CVX)	0.4	$23M		149k	155.35	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.4	$23M	+18%	302k	76.40	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.4	$23M	+3%	687k	33.42	View chart
Home Depot (HD)	0.4	$23M		56k	405.63	View chart
American Express Company (AXP)	0.4	$23M	+10%	69k	332.24	View chart
Vanguard World Mega Grwth Ind (MGK)	0.4	$23M		56k	402.48	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.4	$23M		451k	49.81	View chart
Tesla Motors (TSLA)	0.4	$22M		50k	444.73	View chart
Linde SHS (LIN)	0.4	$22M	+3%	46k	475.19	View chart
Abbvie (ABBV)	0.4	$22M	+4%	93k	231.71	View chart
Netflix (NFLX)	0.4	$22M	-12%	18k	1198.99	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.4	$21M		620k	34.18	View chart
HEICO Corporation (HEI)	0.4	$21M		65k	322.83	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.4	$21M		348k	59.94	View chart
Bank of America Corporation (BAC)	0.4	$21M		400k	51.59	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.4	$21M	-7%	207k	99.11	View chart
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)	0.3	$21M	-2%	174k	118.05	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.3	$20M	+5%	957k	21.31	View chart
Oracle Corporation (ORCL)	0.3	$20M	-5%	72k	281.31	View chart
Sprott Asset Management Physical Silver (PSLV)	0.3	$20M	+12%	1.3M	15.70	View chart
McDonald's Corporation (MCD)	0.3	$20M		66k	304.02	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.3	$20M	+10%	753k	25.86	View chart
L3harris Technologies (LHX)	0.3	$19M	-2%	63k	305.46	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.3	$19M	-2%	331k	57.51	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$19M	-8%	58k	326.37	View chart
Lowe's Companies (LOW)	0.3	$18M	+5%	73k	251.41	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$18M	+10%	271k	68.11	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.3	$18M		1.1M	17.16	View chart
Wells Fargo & Company (WFC)	0.3	$18M	+2%	213k	83.83	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.3	$17M	-9%	235k	73.48	View chart
Honeywell International (HON)	0.3	$17M	+16%	81k	210.58	View chart
Mastercard Incorporated Cl A (MA)	0.3	$17M	+4%	30k	569.29	View chart
Johnson & Johnson (JNJ)	0.3	$17M		90k	185.57	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.3	$16M	-25%	173k	93.71	View chart
Abbott Laboratories (ABT)	0.3	$16M	+3%	119k	133.97	View chart
Advanced Micro Devices (AMD)	0.3	$16M	+39%	98k	161.78	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.3	$16M	+4%	34k	464.28	View chart
Union Pacific Corporation (UNP)	0.3	$16M	+4%	67k	236.44	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.3	$16M	+8%	525k	29.62	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$15M		153k	100.28	View chart
Pepsi (PEP)	0.3	$15M	-3%	108k	140.48	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.3	$15M	+3%	543k	27.75	View chart
Eaton Corp SHS (ETN)	0.3	$15M		40k	374.35	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.3	$15M	-6%	318k	46.93	View chart
First Tr Exchange-traded Growth Strength (FTGS)	0.3	$15M	-9%	411k	35.92	View chart
Alps Etf Tr Riverfrnt Dymc (RFDA)	0.2	$15M	+5%	232k	62.95	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$15M	-27%	201k	72.77	View chart
UnitedHealth (UNH)	0.2	$14M		42k	345.47	View chart
Uber Technologies (UBER)	0.2	$14M	+5%	147k	97.97	View chart
Ge Aerospace Com New (GE)	0.2	$14M	+18%	48k	300.88	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$14M		156k	89.37	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.2	$14M	-2%	65k	209.32	View chart
Ishares Tr Us Industrials (IYJ)	0.2	$14M	+19%	93k	145.88	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$14M	+6%	28k	490.37	View chart
Ishares Tr Us Consum Discre (IYC)	0.2	$13M		126k	104.80	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$13M	+2%	136k	96.46	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$13M	+42%	242k	53.88	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$13M		44k	294.19	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.2	$13M		331k	37.72	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$13M	+6%	51k	247.52	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$12M	+14%	51k	242.19	View chart
Cisco Systems (CSCO)	0.2	$12M	+6%	180k	68.43	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$12M		205k	57.54	View chart
Ishares Tr Expanded Tech (IGV)	0.2	$12M		102k	115.01	View chart
salesforce (CRM)	0.2	$12M	-5%	49k	237.05	View chart
Blackrock (BLK)	0.2	$12M	-3%	10k	1167.16	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$12M		59k	195.90	View chart
Raytheon Technologies Corp (RTX)	0.2	$12M		69k	167.44	View chart
First Tr Exchange Traded Dorsey Wright (FVC)	0.2	$12M	-3%	319k	36.07	View chart
Watsco, Incorporated (WSO)	0.2	$11M	+16%	28k	404.37	View chart
Applovin Corp Com Cl A (APP)	0.2	$11M	+9%	16k	718.56	View chart
Palo Alto Networks (PANW)	0.2	$11M	+13%	55k	203.61	View chart
Analog Devices (ADI)	0.2	$11M		46k	245.77	View chart
Canadian Pacific Kansas City (CP)	0.2	$11M	-5%	150k	74.49	View chart
Shell Spon Ads (SHEL)	0.2	$11M		152k	71.54	View chart
First Tr Exchange-traded SHS (FDL)	0.2	$11M	-14%	249k	43.45	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$11M	+5%	14k	749.00	View chart
Ishares Tr Us Br Del Se Etf (IAI)	0.2	$11M	-2%	60k	176.89	View chart
Ishares Tr U.s. Insrnce Etf (IAK)	0.2	$11M	+9%	79k	134.03	View chart
First Tr Exch Traded Fd Iii Rivrfrnt Dyn Dev (RFDI)	0.2	$11M	+5%	137k	76.72	View chart
Lam Research Corp Com New (LRCX)	0.2	$11M	+10%	79k	133.92	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$11M	+4%	141k	74.40	View chart
Boeing Company (BA)	0.2	$10M		47k	215.86	View chart
Waste Management (WM)	0.2	$10M	+149%	46k	220.90	View chart
Applied Materials (AMAT)	0.2	$10M	+9%	49k	204.78	View chart
PNC Financial Services (PNC)	0.2	$10M	-4%	50k	200.97	View chart
Deere & Company (DE)	0.2	$10M	+11%	22k	457.56	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$10M	-26%	36k	279.39	View chart
Rli (RLI)	0.2	$9.9M		153k	65.22	View chart
At&t (T)	0.2	$9.9M	+6%	350k	28.24	View chart
Emerson Electric (EMR)	0.2	$9.7M	+25%	74k	131.22	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.2	$9.6M	+2%	195k	49.33	View chart
ConocoPhillips (COP)	0.2	$9.5M	+11%	101k	94.61	View chart
Sherwin-Williams Company (SHW)	0.2	$9.5M	+20%	27k	346.27	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.2	$9.4M	+163%	64k	148.60	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$9.4M		43k	215.90	View chart
Merck & Co (MRK)	0.2	$9.3M	+7%	111k	83.97	View chart
First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (AFLG)	0.2	$9.3M	+194%	239k	38.81	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$9.3M	+2%	38k	246.66	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.2	$9.2M	+12%	122k	76.08	View chart
Southern Company (SO)	0.2	$9.1M		96k	94.81	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$9.1M	+5%	36k	254.72	View chart
Wheaton Precious Metals Corp (WPM)	0.2	$9.0M	+9%	81k	111.85	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$8.9M	+728%	81k	110.60	View chart
Amphenol Corp Cl A (APH)	0.2	$8.9M	+205%	72k	123.75	View chart
Astrazeneca Sponsored Adr (AZN)	0.2	$8.8M	+2%	115k	76.72	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$8.8M		91k	96.72	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$8.7M	+58%	26k	333.27	View chart
Nextera Energy (NEE)	0.1	$8.7M	+2%	115k	75.50	View chart
Spdr Series Trust Bloomberg High Y (JNK)	0.1	$8.6M	+4%	88k	97.99	View chart
Gilead Sciences (GILD)	0.1	$8.5M		77k	111.02	View chart
Micron Technology (MU)	0.1	$8.5M	-18%	51k	167.36	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$8.4M	+12%	100k	84.12	View chart
Automatic Data Processing (ADP)	0.1	$8.3M	+18%	28k	293.69	View chart
Coca-Cola Company (KO)	0.1	$8.3M	+5%	125k	66.33	View chart
Marriott Intl Cl A (MAR)	0.1	$8.1M	+53%	31k	260.52	View chart
AFLAC Incorporated (AFL)	0.1	$8.0M	-16%	72k	111.73	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$8.0M		100k	79.94	View chart
TransDigm Group Incorporated (TDG)	0.1	$7.9M	+20%	6.0k	1318.24	View chart
Axon Enterprise (AXON)	0.1	$7.9M	+7%	11k	717.59	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$7.9M		66k	118.92	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$7.9M	+9%	249k	31.62	View chart
Amgen (AMGN)	0.1	$7.8M	-19%	28k	282.35	View chart
Chubb (CB)	0.1	$7.7M	+3%	27k	282.29	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$7.7M	-2%	181k	42.37	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$7.6M		85k	88.99	View chart
Bloom Energy Corp Com Cl A (BE)	0.1	$7.6M	-6%	90k	84.57	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.1	$7.5M	+4%	163k	46.43	View chart
Goldman Sachs (GS)	0.1	$7.5M	-5%	9.4k	796.82	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.1	$7.5M	+11%	179k	41.92	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$7.5M	-2%	79k	95.16	View chart
Managed Portfolio Series Kensington Hedge (KHPI)	0.1	$7.5M	+13%	292k	25.53	View chart
Citigroup Com New (C)	0.1	$7.4M	-2%	73k	101.51	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$7.4M		114k	65.28	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.1	$7.4M		195k	38.12	View chart
Duke Energy Corp Com New (DUK)	0.1	$7.4M		60k	123.80	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$7.3M	+2%	24k	309.74	View chart
Quanta Services (PWR)	0.1	$7.2M		17k	414.56	View chart
Comcast Corp Cl A (CMCSA)	0.1	$7.2M	-30%	229k	31.42	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$7.2M	+58%	61k	118.41	View chart
Ishares Msci Gbl Gold Mn (RING)	0.1	$7.2M	NEW	111k	64.71	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$7.1M	-8%	76k	93.39	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.1	$7.1M	NEW	420k	16.87	View chart
Stryker Corporation (SYK)	0.1	$7.0M	+6%	19k	369.76	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$7.0M	+5%	103k	67.83	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.1	$7.0M	-4%	63k	110.90	View chart
Thermo Fisher Scientific (TMO)	0.1	$7.0M	-25%	14k	485.18	View chart
O'reilly Automotive (ORLY)	0.1	$6.9M		64k	107.81	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$6.9M		147k	46.96	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$6.9M	+3%	57k	120.77	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$6.9M	+29%	136k	50.74	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$6.9M	+16%	116k	59.21	View chart
Illinois Tool Works (ITW)	0.1	$6.8M	+3%	26k	260.87	View chart
Sprott Fds Tr Uranium Miners E (URNM)	0.1	$6.8M		113k	60.43	View chart
Dupont De Nemours (DD)	0.1	$6.7M	-8%	87k	77.90	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.1	$6.7M	-9%	260k	25.90	View chart
American Water Works (AWK)	0.1	$6.7M	-2%	48k	139.20	View chart
Take-Two Interactive Software (TTWO)	0.1	$6.6M	-25%	26k	258.36	View chart
Verizon Communications (VZ)	0.1	$6.5M	-4%	149k	43.96	View chart
Constellation Energy (CEG)	0.1	$6.5M		20k	329.08	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$6.5M		55k	119.51	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$6.5M	+291%	50k	129.75	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	0.1	$6.5M	+7%	66k	99.03	View chart
Zscaler Incorporated (ZS)	0.1	$6.5M	NEW	22k	299.63	View chart
Advisorshares Tr Dorsy Fsm Alcp (DWAW)	0.1	$6.4M	-3%	147k	43.88	View chart
Texas Instruments Incorporated (TXN)	0.1	$6.3M	+7%	34k	183.80	View chart
Ge Vernova (GEV)	0.1	$6.3M	+51%	10k	615.29	View chart
Altria (MO)	0.1	$6.3M		95k	66.08	View chart
Corning Incorporated (GLW)	0.1	$6.3M		77k	82.04	View chart
3M Company (MMM)	0.1	$6.2M	+15%	40k	155.27	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$6.2M	-4%	30k	203.83	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$6.2M	-17%	33k	189.78	View chart
Us Bancorp Del Com New (USB)	0.1	$6.1M		127k	48.33	View chart
First Tr Exchange-traded Aaa Cmbs Etf (CAAA)	0.1	$6.1M	+4%	295k	20.51	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$6.0M		8.00	754200.00	View chart
McKesson Corporation (MCK)	0.1	$6.0M	+21%	7.8k	772.82	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$6.0M		56k	106.49	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$6.0M	+33%	42k	142.10	View chart
Philip Morris International (PM)	0.1	$5.9M	+41%	36k	162.24	View chart
Dell Technologies CL C (DELL)	0.1	$5.9M	+54%	42k	141.87	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$5.9M		67k	87.35	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$5.8M	+18%	56k	102.99	View chart
Northrop Grumman Corporation (NOC)	0.1	$5.8M	+9%	9.5k	609.76	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$5.7M	+18%	60k	96.58	View chart
Balchem Corporation (BCPC)	0.1	$5.7M		38k	150.07	View chart
Hca Holdings (HCA)	0.1	$5.7M	-19%	13k	426.20	View chart
Kla Corp Com New (KLAC)	0.1	$5.7M	+24%	5.3k	1079.28	View chart
Microchip Technology (MCHP)	0.1	$5.7M	+7%	88k	64.22	View chart
Warner Bros Discovery Com Ser A (WBD)	0.1	$5.5M	+693%	282k	19.53	View chart
Occidental Petroleum Corporation (OXY)	0.1	$5.5M		116k	47.25	View chart
Prologis (PLD)	0.1	$5.5M	-13%	48k	114.53	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.1	$5.4M	+6%	281k	19.34	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$5.4M	+2%	26k	206.55	View chart
Walt Disney Company (DIS)	0.1	$5.4M		47k	114.58	View chart
Oklo Com Cl A (OKLO)	0.1	$5.4M	-5%	49k	111.63	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$5.4M	+10%	62k	87.23	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$5.3M	+6%	5.5k	968.69	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$5.3M		115k	45.85	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$5.3M	+8%	14k	365.82	View chart
Equinix (EQIX)	0.1	$5.3M		6.7k	783.37	View chart
Charles Schwab Corporation (SCHW)	0.1	$5.1M		54k	95.49	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$5.1M		35k	145.69	View chart
Howmet Aerospace (HWM)	0.1	$5.1M	+113%	26k	196.23	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$5.0M		26k	194.59	View chart
Booking Holdings (BKNG)	0.1	$5.0M		926.00	5399.18	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.1	$5.0M	+10%	218k	22.95	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$5.0M	+3%	47k	106.78	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.1	$5.0M	+11%	205k	24.30	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$4.9M	-37%	8.8k	562.28	View chart

Past Filings by Prospera Financial Services

SEC 13F filings are viewable for Prospera Financial Services going back to 2011

Prospera Financial Services 2025 Q3 filed Nov. 6, 2025
Prospera Financial Services 2025 Q2 filed Aug. 6, 2025
Prospera Financial Services 2025 Q1 filed May 15, 2025
Prospera Financial Services 2024 Q4 filed Feb. 13, 2025
Prospera Financial Services 2024 Q3 filed Nov. 7, 2024
Prospera Financial Services 2024 Q2 filed Aug. 13, 2024
Prospera Financial Services 2024 Q1 filed Aug. 13, 2024
Prospera Financial Services 2023 Q4 filed Feb. 14, 2024
Prospera Financial Services 2023 Q3 filed Nov. 13, 2023
Prospera Financial Services 2023 Q2 filed Aug. 8, 2023
Prospera Financial Services 2023 Q1 filed May 12, 2023
Prospera Financial Services 2022 Q4 filed Feb. 8, 2023
Prospera Financial Services 2022 Q3 filed Oct. 27, 2022
Prospera Financial Services 2022 Q2 filed Aug. 8, 2022
Prospera Financial Services 2022 Q1 filed May 4, 2022
Prospera Financial Services 2021 Q4 filed Feb. 10, 2022

View all past filings

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