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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, CAT, and represent 11.62% of Prospera Financial Services's stock portfolio.
Added to shares of these 10 stocks: HONA (+$35M), HON (+$34M), VUG (+$28M), ARM (+$28M), MGK (+$24M), VO (+$14M), IYZ (+$13M), IGV (+$13M), IDGT (+$13M), IWF (+$11M).
Started 138 new stock positions in SPDW, ACYN, RCAT, SMG, FLCC, PSO, FCT, SBIO, ASHR, BUFG.
Reduced shares in these 10 stocks: Honeywell International (-$68M), MU (-$63M), SMH (-$19M), CGGO (-$15M), AXP (-$13M), IEZ (-$11M), IJS (-$10M), IAU (-$9.2M), SSUS (-$9.1M), GSG (-$8.8M).
Sold out of its positions in TIC, ALB, APA, ADM, GYLD, AN, BAC.PL, Banzai International Inc A, BCS, MQY.
Prospera Financial Services was a net seller of stock by $-28M.
Prospera Financial Services has $6.9B in assets under management (AUM), dropping by 10.88%.
Central Index Key (CIK): 0001541625

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Portfolio Holdings for Prospera Financial Services

Prospera Financial Services holds 1468 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Prospera Financial Services has 1468 total positions. Only the first 250 positions are shown.

Sign up to view all of the Prospera Financial Services June 30, 2026 positions
Download the Prospera Financial Services June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	3.5	$244M		844k	289.45	View chart
NVIDIA Corporation (NVDA)	3.4	$233M	+4%	1.2M	200.10	View chart
Microsoft Corporation (MSFT)	1.6	$111M		296k	373.26	View chart
Amazon (AMZN)	1.6	$108M		454k	238.34	View chart
Caterpillar (CAT)	1.5	$104M	+2%	98k	1065.23	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.4	$97M	-4%	273k	357.47	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.4	$97M	-5%	132k	737.12	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.3	$90M	-5%	1.1M	81.08	View chart
Alphabet Cap Stk Cl C (GOOG)	1.2	$85M		241k	353.38	View chart
Broadcom (AVGO)	1.1	$78M	-5%	207k	377.91	View chart
JPMorgan Chase & Co. (JPM)	1.1	$75M		230k	327.48	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.1	$74M	+6%	100k	747.49	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	1.0	$66M	-2%	1.4M	47.20	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.0	$66M	-6%	131k	500.39	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$63M	+4%	84k	749.47	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.9	$61M	+5%	1.2M	49.28	View chart
Micron Technology (MU)	0.8	$57M	-52%	49k	1154.48	View chart
Eli Lilly & Co. (LLY)	0.8	$56M		47k	1199.85	View chart
Exxon Mobil Corporation (XOM)	0.8	$56M		410k	136.74	View chart
Applied Materials (AMAT)	0.7	$51M		71k	723.20	View chart
Wal-Mart Stores (WMT)	0.7	$50M		438k	113.27	View chart
Meta Platforms Cl A (META)	0.7	$50M		88k	563.56	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.7	$45M	-5%	596k	75.89	View chart
Johnson & Johnson (JNJ)	0.6	$44M		175k	254.09	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.6	$40M	-7%	166k	242.45	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$39M		57k	688.20	View chart
Western Digital (WDC)	0.6	$38M	+6%	60k	638.72	View chart
Advanced Micro Devices (AMD)	0.5	$38M	-13%	65k	580.91	View chart
Intel Corporation (INTC)	0.5	$37M	-4%	265k	139.64	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$36M	-4%	98k	368.38	View chart
Procter & Gamble Company (PG)	0.5	$36M		245k	146.71	View chart
Honeywell Aerospace (HONA)	0.5	$35M	NEW	157k	221.11	View chart
Arm Holdings Sponsored Ads (ARM)	0.5	$35M	+400%	98k	354.56	View chart
Enterprise Products Partners (EPD)	0.5	$34M		936k	36.76	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$34M	+460%	399k	86.15	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.5	$34M	-6%	796k	43.15	View chart
Honeywell International (HON)	0.5	$34M	NEW	153k	223.93	View chart
Netflix (NFLX)	0.5	$34M	-2%	471k	71.40	View chart
Visa Com Cl A (V)	0.5	$33M		95k	343.32	View chart
Corning Incorporated (GLW)	0.5	$32M	+17%	124k	255.46	View chart
Analog Devices (ADI)	0.5	$32M	+2%	80k	397.30	View chart
Lam Research Corp Com New (LRCX)	0.5	$31M	-16%	72k	433.39	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$31M	+4%	84k	370.22	View chart
Vanguard World Mega Grwth Ind (MGK)	0.4	$30M	+414%	336k	87.91	View chart
Blackstone Group Inc Com Cl A (BX)	0.4	$29M		250k	117.68	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$29M	-2%	134k	218.08	View chart
First Tr Exchange-traded SHS (FVD)	0.4	$29M	-3%	598k	48.19	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.4	$26M	-2%	525k	49.78	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.4	$26M	-20%	34k	763.14	View chart
Sprott Asset Management Physical Silver (PSLV)	0.4	$25M		1.3M	18.87	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.4	$25M	-6%	1.4M	17.88	View chart
HEICO Corporation (HEI)	0.4	$25M		69k	356.21	View chart
Strategy Day Hagan Smart (SSUS)	0.4	$25M	-27%	442k	55.31	View chart
Costco Wholesale Corporation (COST)	0.4	$24M		26k	936.29	View chart
Abbvie (ABBV)	0.4	$24M	+3%	96k	251.84	View chart
Chevron Corporation (CVX)	0.3	$24M	-2%	145k	165.83	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$24M	-7%	424k	56.48	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.3	$24M	-2%	78k	303.33	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$24M		310k	75.82	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.3	$23M		527k	43.62	View chart
Palantir Technologies Cl A (PLTR)	0.3	$23M	-3%	193k	116.67	View chart
Linde SHS (LIN)	0.3	$22M	-4%	43k	519.24	View chart
Tesla Motors (TSLA)	0.3	$22M	-12%	53k	420.61	View chart
Palo Alto Networks (PANW)	0.3	$21M		63k	341.01	View chart
Bank of America Corporation (BAC)	0.3	$21M	-2%	374k	56.98	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.3	$21M	+3%	22k	965.10	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.3	$21M	+5%	714k	29.41	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$21M	-47%	32k	656.01	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.3	$20M		1.1M	19.12	View chart
Cisco Systems (CSCO)	0.3	$20M	-9%	171k	117.48	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.3	$20M	-27%	550k	36.53	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.3	$20M	-6%	192k	103.96	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.3	$20M	-22%	955k	20.85	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.3	$20M		38k	522.93	View chart
Home Depot (HD)	0.3	$20M		56k	352.93	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.3	$19M		40k	477.80	View chart
Invesco Exchange Traded Fd T Dors Wri Mom Etf (PDP)	0.3	$19M	-10%	125k	151.73	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.3	$19M	-6%	310k	59.74	View chart
McDonald's Corporation (MCD)	0.3	$18M	+4%	66k	270.43	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$18M	+315%	220k	80.60	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$18M	+3%	224k	79.03	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.3	$18M	+5%	73k	242.50	View chart
UnitedHealth (UNH)	0.3	$18M	-8%	42k	415.88	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$18M		347k	50.57	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.2	$17M	+2%	627k	27.33	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.2	$17M	-13%	8.5k	1989.82	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$17M	-33%	26k	640.93	View chart
Union Pacific Corporation (UNP)	0.2	$17M	-4%	61k	272.10	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$16M	+18%	186k	86.42	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$16M	-5%	53k	300.76	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.2	$16M	+21%	350k	45.09	View chart
Oracle Corporation (ORCL)	0.2	$16M	-6%	107k	146.60	View chart
Ishares Tr Us Industrials (IYJ)	0.2	$16M	-2%	94k	166.65	View chart
Alps Etf Tr Dynam Us Etf (RFDA)	0.2	$16M	-8%	220k	70.41	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.2	$15M	-23%	204k	75.46	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$15M	+11%	163k	94.57	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$15M	+296%	123k	124.21	View chart
Goldman Sachs (GS)	0.2	$15M	+17%	15k	1012.05	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$15M		199k	74.90	View chart
Novo-nordisk A S Adr (NVO)	0.2	$15M	-2%	309k	47.94	View chart
Lowe's Companies (LOW)	0.2	$15M	-11%	67k	220.59	View chart
Eaton Corp SHS (ETN)	0.2	$15M		34k	426.20	View chart
Ge Vernova (GEV)	0.2	$15M	+18%	12k	1175.70	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$15M	-2%	58k	252.27	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.2	$14M	-3%	473k	30.17	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.2	$14M	+2%	274k	51.85	View chart
Ge Aerospace Com New (GE)	0.2	$14M		38k	373.83	View chart
Texas Instruments Incorporated (TXN)	0.2	$14M	+29%	47k	298.17	View chart
Pepsi (PEP)	0.2	$14M		103k	135.45	View chart
Ishares Tr Expanded Tech (IGV)	0.2	$14M	+1226%	153k	90.60	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.2	$14M	+17%	104k	133.30	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$14M	+4%	225k	61.46	View chart
Ishares Tr Us Telecom Etf (IYZ)	0.2	$14M	+2414%	326k	42.31	View chart
Wells Fargo & Company (WFC)	0.2	$14M	-18%	164k	82.65	View chart
L3harris Technologies (LHX)	0.2	$13M		46k	290.69	View chart
Mastercard Incorporated Cl A (MA)	0.2	$13M	-15%	26k	514.18	View chart
Sabine Rty Tr Unit Ben Int (SBR)	0.2	$13M		181k	73.20	View chart
Merck & Co (MRK)	0.2	$13M	-3%	102k	128.58	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$13M	-3%	132k	99.01	View chart
Raytheon Technologies Corp (RTX)	0.2	$13M		67k	189.85	View chart
Waste Management (WM)	0.2	$13M	+6%	56k	222.97	View chart
Ishares Tr Us Digi Real Etf (IDGT)	0.2	$13M	NEW	105k	119.74	View chart
Watsco, Incorporated (WSO)	0.2	$12M		30k	416.79	View chart
International Business Machines (IBM)	0.2	$12M	-10%	44k	281.39	View chart
PNC Financial Services (PNC)	0.2	$12M	+23%	50k	246.25	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.2	$12M	+14%	170k	72.90	View chart
Ishares Tr Us Br Del Se Etf (IAI)	0.2	$12M		70k	175.33	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$12M	+560%	102k	119.56	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.2	$12M	+8%	135k	89.90	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.2	$12M	+8%	225k	53.61	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$12M	-12%	55k	212.94	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$12M		32k	366.74	View chart
Managed Portfolio Ser Kens He Prem Etf (KHPI)	0.2	$12M	+24%	447k	25.82	View chart
Teradyne (TER)	0.2	$12M	+46%	24k	483.85	View chart
Uber Technologies (UBER)	0.2	$11M	+8%	159k	72.16	View chart
Abbott Laboratories (ABT)	0.2	$11M	+3%	126k	90.76	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.2	$11M	+1106%	63k	178.63	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$11M		182k	62.24	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$11M	+9%	154k	73.43	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$11M	+11%	120k	93.95	View chart
First Tr Exch Traded Fd Iii Rivrfrnt Dyn Dev (RFDI)	0.2	$11M	-8%	130k	87.08	View chart
Quanta Services (PWR)	0.2	$11M	-2%	16k	720.36	View chart
Kla Corp Com New (KLAC)	0.2	$11M	+587%	37k	301.84	View chart
First Tr Exchange-traded Common Shs (FDD)	0.2	$11M	+6%	588k	18.55	View chart
Citigroup Com New (C)	0.2	$11M		78k	139.98	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$11M	+16%	158k	68.01	View chart
Howmet Aerospace (HWM)	0.2	$11M	+65%	40k	268.86	View chart
Astrazeneca Ord (AZN)	0.2	$11M		56k	189.63	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.2	$11M	+107%	105k	100.67	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$11M	+5%	137k	76.55	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$11M		44k	236.79	View chart
Diamondback Energy (FANG)	0.1	$10M	+594%	58k	175.80	View chart
Warner Bros Discovery Com Ser A (WBD)	0.1	$10M	-42%	380k	26.66	View chart
Shell Spon Ads (SHEL)	0.1	$10M	-4%	131k	77.55	View chart
Canadian Pacific Kansas City (CP)	0.1	$10M		117k	86.65	View chart
ConocoPhillips (COP)	0.1	$10M		97k	103.97	View chart
First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (AFLG)	0.1	$10M	-43%	229k	43.42	View chart
Blackrock (BLK)	0.1	$9.9M		10k	962.24	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$9.7M	-3%	32k	304.13	View chart
Amgen (AMGN)	0.1	$9.7M	-3%	27k	362.36	View chart
Nextera Energy (NEE)	0.1	$9.7M		110k	87.79	View chart
TransDigm Group Incorporated (TDG)	0.1	$9.6M	+3%	7.2k	1332.02	View chart
First Tr Exchange Traded Dorsey Wright (FVC)	0.1	$9.6M	-14%	219k	43.80	View chart
Deere & Company (DE)	0.1	$9.5M	-18%	15k	634.95	View chart
DaVita (DVA)	0.1	$9.5M	+1253%	43k	222.47	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$9.4M		90k	103.90	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$9.2M	+13%	301k	30.49	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$9.2M	+11%	173k	53.12	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$9.1M	+7%	110k	82.87	View chart
Gilead Sciences (GILD)	0.1	$9.1M		72k	126.36	View chart
Chubb (CB)	0.1	$9.0M		26k	340.77	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.1	$8.9M	+156%	46k	191.95	View chart
Comfort Systems USA (FIX)	0.1	$8.8M	+43%	4.5k	1981.88	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$8.8M		59k	148.42	View chart
Qualcomm (QCOM)	0.1	$8.8M	+31%	47k	184.92	View chart
Vanguard World Mega Cap Index (MGC)	0.1	$8.7M	+6%	32k	273.64	View chart
Thermo Fisher Scientific (TMO)	0.1	$8.5M	+11%	17k	501.55	View chart
Cummins (CMI)	0.1	$8.4M	-7%	12k	714.43	View chart
AFLAC Incorporated (AFL)	0.1	$8.4M	-4%	71k	117.29	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.1	$8.4M	+12%	156k	53.50	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$8.3M		53k	156.30	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$8.2M	+3%	107k	77.12	View chart
T Rowe Price Exchange-traded Cap Appreciation (TCAF)	0.1	$8.1M	-51%	198k	41.10	View chart
Marvell Technology (MRVL)	0.1	$8.1M	-14%	27k	297.96	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$8.1M	+35%	106k	76.77	View chart
Centene Corporation (CNC)	0.1	$8.1M	NEW	126k	64.19	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$8.1M	+28%	254k	31.72	View chart
Nucor Corporation (NUE)	0.1	$8.0M	+475%	36k	222.77	View chart
Duke Energy Corp Com New (DUK)	0.1	$8.0M	+9%	63k	126.63	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$8.0M	-7%	58k	137.61	View chart
salesforce (CRM)	0.1	$7.9M	+14%	51k	156.70	View chart
Sherwin-Williams Company (SHW)	0.1	$7.9M	-18%	23k	344.34	View chart
Roku Com Cl A (ROKU)	0.1	$7.9M	-31%	57k	138.14	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.1	$7.8M	+20%	198k	39.57	View chart
Emerson Electric (EMR)	0.1	$7.8M	-14%	54k	143.22	View chart
American Express Company (AXP)	0.1	$7.6M	-63%	22k	338.61	View chart
Coca-Cola Company (KO)	0.1	$7.6M	+2%	93k	81.30	View chart
Snap-on Incorporated (SNA)	0.1	$7.3M		18k	402.43	View chart
First Tr Exchange Traded Dorsey Wright (IFV)	0.1	$7.3M	-9%	272k	26.93	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.1	$7.3M	+3%	39k	185.31	View chart
Marriott Intl Cl A (MAR)	0.1	$7.3M	-3%	20k	370.86	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$7.2M	+11%	62k	117.45	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$7.2M	+3%	154k	46.81	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.1	$7.2M	+2%	159k	45.34	View chart
Southern Company (SO)	0.1	$7.2M	-3%	75k	95.73	View chart
Rli (RLI)	0.1	$7.1M		121k	59.07	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.1	$7.1M	+26%	264k	27.05	View chart
Steel Dynamics (STLD)	0.1	$7.1M	+662%	31k	229.51	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$7.1M	+5%	85k	82.66	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.1	$7.0M	+4%	159k	44.36	View chart
Boeing Company (BA)	0.1	$7.0M	-31%	33k	216.51	View chart
Qnity Electronics Common Stock (Q)	0.1	$7.0M	-2%	43k	163.32	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.1	$7.0M	-2%	73k	96.48	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$7.0M	-22%	102k	68.42	View chart
Dell Technologies CL C (DELL)	0.1	$6.9M	-24%	16k	431.57	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.1	$6.9M		357k	19.29	View chart
Illinois Tool Works (ITW)	0.1	$6.9M	-4%	25k	270.64	View chart
Equinix (EQIX)	0.1	$6.8M		6.6k	1042.51	View chart
Stryker Corporation (SYK)	0.1	$6.8M	+2%	22k	314.93	View chart
Wheaton Precious Metals Corp (WPM)	0.1	$6.8M		61k	112.33	View chart
Vanguard World Energy Etf (VDE)	0.1	$6.8M	+32%	45k	150.35	View chart
Automatic Data Processing (ADP)	0.1	$6.8M	+12%	30k	224.04	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$6.7M		9.00	748850.00	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$6.7M	+7%	69k	96.63	View chart
Balchem Corporation (BCPC)	0.1	$6.6M		39k	168.97	View chart
Philip Morris International (PM)	0.1	$6.6M	-3%	37k	180.96	View chart
Solstice Advanced Matls Com Shs (SOLS)	0.1	$6.6M	-3%	74k	88.60	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$6.6M	+6%	61k	107.62	View chart
Loar Holdings Com Shs (LOAR)	0.1	$6.6M	+27%	82k	80.61	View chart
Verizon Communications (VZ)	0.1	$6.5M		154k	42.35	View chart
Spdr Series Trust ST STR SP400GRW (MDYG)	0.1	$6.5M	NEW	58k	112.09	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$6.4M	-3%	64k	100.35	View chart
American Water Works (AWK)	0.1	$6.3M		48k	131.59	View chart
Spdr Series Trust St Bloo High Etf (JNK)	0.1	$6.3M		66k	96.37	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$6.3M	-7%	28k	227.11	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$6.3M	+4%	15k	409.97	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$6.3M	+2%	66k	95.66	View chart
EOG Resources (EOG)	0.1	$6.3M	+2%	48k	129.74	View chart
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)	0.1	$6.1M	-70%	145k	42.33	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	0.1	$6.1M	+15%	62k	98.26	View chart
Texas Pacific Land Corp (TPL)	0.1	$6.0M	-36%	14k	437.80	View chart
First Tr Exchange-traded Aaa Cmbs Etf (CAAA)	0.1	$6.0M	+2%	296k	20.31	View chart
Freeport Mcmoran CL B (FCX)	0.1	$6.0M		96k	62.90	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$6.0M		134k	44.76	View chart
Ishares Msci Eurzone Etf (EZU)	0.1	$6.0M	+10%	86k	69.51	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$6.0M	+9%	31k	190.68	View chart
Amphenol Corp Cl A (APH)	0.1	$5.9M	-5%	34k	176.34	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$5.9M	-7%	18k	334.85	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$5.9M	+38%	37k	158.72	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$5.9M		36k	164.31	View chart

Past Filings by Prospera Financial Services

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

Prospera Financial Services 2026 Q2 filed July 15, 2026
Prospera Financial Services 2026 Q1 filed April 14, 2026
Prospera Financial Services 2025 Q4 filed Feb. 9, 2026
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

View all past filings

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