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 11.91% of Prospera Financial Services's stock portfolio.
- Added to shares of these 10 stocks: IWD (+$29M), PLTR (+$12M), VOO (+$11M), IYF (+$10M), IJT (+$7.9M), CGGR (+$7.1M), AMLP (+$6.9M), TEAM (+$5.8M), MSFT (+$5.6M), RDVY (+$5.6M).
- Started 117 new stock positions in BSMS, LULU, MGRC, AON, HII, Regulus Therapeutics, PEJ, KEYS, RBA, CCLD.
- Reduced shares in these 10 stocks: SPYG (-$25M), IWF (-$8.5M), IJS (-$7.2M), NVDA (-$5.9M), XLV (-$5.7M), TSLA (-$5.7M), XLRE (-$5.2M), SPY, XLU, IWM.
- Sold out of its positions in WBIY, AA, AVUV, BUD, NLY, APA, ADM, BRX, BLDR, AI.
- Prospera Financial Services was a net buyer of stock by $205M.
- Prospera Financial Services has $4.4B in assets under management (AUM), dropping by 1.36%.
- Central Index Key (CIK): 0001541625
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Portfolio Holdings for Prospera Financial Services
Prospera Financial Services holds 1167 positions in its portfolio as reported in the March 2025 quarterly 13F filing
Prospera Financial Services has 1167 total positions. Only the first 250 positions are shown.
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- Download the Prospera Financial Services March 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 4.0 | $176M | +2% | 791k | 222.19 |
|
| NVIDIA Corporation (NVDA) | 2.6 | $114M | -4% | 1.0M | 108.38 |
|
| Microsoft Corporation (MSFT) | 2.0 | $89M | +6% | 236k | 375.60 |
|
| Amazon (AMZN) | 1.7 | $73M | +4% | 382k | 190.26 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.6 | $68M | 145k | 469.12 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.3 | $58M | -7% | 104k | 559.55 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 1.3 | $56M | +11% | 956k | 58.56 |
|
| Exxon Mobil Corporation (XOM) | 1.2 | $54M | +3% | 454k | 118.95 |
|
| Broadcom (AVGO) | 1.0 | $45M | +2% | 271k | 167.46 |
|
| JPMorgan Chase & Co. (JPM) | 1.0 | $44M | +3% | 179k | 245.37 |
|
| First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) | 1.0 | $43M | 791k | 54.87 |
|
|
| Procter & Gamble Company (PG) | 0.9 | $41M | +5% | 242k | 170.49 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.9 | $38M | +2% | 68k | 562.18 |
|
| First Tr Value Line Divid In SHS (FVD) | 0.9 | $37M | 839k | 44.61 |
|
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.8 | $35M | +15% | 994k | 35.64 |
|
| Meta Platforms Cl A (META) | 0.8 | $35M | +9% | 61k | 576.52 |
|
| Caterpillar (CAT) | 0.8 | $35M | 106k | 329.88 |
|
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.8 | $34M | +26% | 990k | 34.25 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.8 | $34M | +558% | 179k | 188.19 |
|
| Strategy Day Hagan Ned (SSUS) | 0.8 | $33M | 816k | 40.71 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $33M | +4% | 214k | 154.68 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.8 | $33M | 237k | 139.79 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.8 | $33M | +49% | 64k | 514.14 |
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.7 | $33M | 1.9M | 17.59 |
|
|
| Wal-Mart Stores (WMT) | 0.7 | $30M | -2% | 339k | 87.80 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.7 | $29M | +9% | 509k | 57.15 |
|
| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.6 | $27M | +12% | 805k | 33.51 |
|
| Costco Wholesale Corporation (COST) | 0.6 | $26M | +2% | 28k | 946.33 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.6 | $26M | 151k | 172.81 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.6 | $26M | +7% | 90k | 288.14 |
|
| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.6 | $25M | +4% | 513k | 49.18 |
|
| International Business Machines (IBM) | 0.6 | $25M | +8% | 101k | 248.73 |
|
| Chevron Corporation (CVX) | 0.5 | $24M | 143k | 167.33 |
|
|
| Visa Com Cl A (V) | 0.5 | $24M | +5% | 68k | 350.74 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $23M | +7% | 83k | 274.96 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $23M | +4% | 42k | 532.57 |
|
| Eli Lilly & Co. (LLY) | 0.5 | $23M | +7% | 27k | 826.27 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.5 | $22M | +5% | 59k | 371.01 |
|
| Ishares Tr Us Industrials (IYJ) | 0.5 | $22M | +5% | 166k | 130.18 |
|
| First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 0.5 | $21M | -3% | 475k | 43.85 |
|
| McDonald's Corporation (MCD) | 0.5 | $21M | +9% | 67k | 312.50 |
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.5 | $21M | -3% | 230k | 89.76 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $21M | +3% | 131k | 156.25 |
|
| salesforce (CRM) | 0.5 | $20M | +11% | 74k | 268.38 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.5 | $20M | 224k | 88.01 |
|
|
| Home Depot (HD) | 0.5 | $20M | +14% | 53k | 366.80 |
|
| Palantir Technologies Cl A (PLTR) | 0.4 | $19M | +173% | 228k | 84.40 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 0.4 | $19M | +13% | 646k | 29.69 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.4 | $19M | +9% | 349k | 54.80 |
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.4 | $19M | -8% | 318k | 59.87 |
|
| Abbvie (ABBV) | 0.4 | $19M | +15% | 91k | 209.62 |
|
| Pepsi (PEP) | 0.4 | $19M | +8% | 125k | 149.98 |
|
| Ishares Tr Us Consum Discre (IYC) | 0.4 | $18M | +9% | 206k | 88.33 |
|
| Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) | 0.4 | $18M | 177k | 99.98 |
|
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.4 | $17M | +65% | 335k | 51.94 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.4 | $17M | -5% | 56k | 308.92 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.4 | $17M | 228k | 74.72 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.4 | $17M | 120k | 140.44 |
|
|
| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.4 | $17M | +4% | 585k | 28.34 |
|
| Netflix (NFLX) | 0.4 | $16M | +4% | 18k | 932.55 |
|
| Bank of America Corporation (BAC) | 0.4 | $16M | +4% | 386k | 41.73 |
|
| Abbott Laboratories (ABT) | 0.4 | $16M | 118k | 132.68 |
|
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.4 | $16M | -3% | 172k | 91.03 |
|
| American Express Company (AXP) | 0.4 | $15M | +17% | 57k | 269.09 |
|
| Lowe's Companies (LOW) | 0.3 | $15M | +7% | 65k | 233.32 |
|
| Johnson & Johnson (JNJ) | 0.3 | $15M | +5% | 91k | 165.96 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $15M | -6% | 151k | 98.95 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.3 | $15M | +21% | 156k | 95.37 |
|
| Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) | 0.3 | $14M | +5% | 529k | 27.30 |
|
| Honeywell International (HON) | 0.3 | $14M | +9% | 67k | 211.80 |
|
| Gilead Sciences (GILD) | 0.3 | $14M | +38% | 124k | 112.06 |
|
| First Tr Exchange-traded Ft Vest Ris (RDVI) | 0.3 | $14M | +31% | 581k | 23.73 |
|
| UnitedHealth (UNH) | 0.3 | $14M | -2% | 26k | 524.00 |
|
| Merck & Co (MRK) | 0.3 | $14M | +15% | 153k | 89.78 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.3 | $14M | +36% | 297k | 45.97 |
|
| First Tr Exchange-traded Growth Strength (FTGS) | 0.3 | $14M | -3% | 457k | 29.75 |
|
| First Tr Exchange-traded Core Investment (FTCB) | 0.3 | $13M | +10% | 639k | 20.99 |
|
| Comcast Corp Cl A (CMCSA) | 0.3 | $13M | +9% | 349k | 36.90 |
|
| Alps Etf Tr Riverfrnt Dymc (RFDA) | 0.3 | $13M | 242k | 53.12 |
|
|
| First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) | 0.3 | $13M | +4% | 504k | 24.75 |
|
| First Tr Morningstar Divid L SHS (FDL) | 0.3 | $12M | +4% | 286k | 43.48 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.3 | $12M | -5% | 29k | 420.10 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.3 | $12M | 57k | 211.47 |
|
|
| Rli (RLI) | 0.3 | $12M | +76% | 150k | 80.33 |
|
| Wells Fargo & Company (WFC) | 0.3 | $12M | +5% | 167k | 71.79 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.3 | $12M | +24% | 190k | 61.79 |
|
| Ishares Tr U.s. Finls Etf (IYF) | 0.3 | $12M | +802% | 103k | 112.85 |
|
| PNC Financial Services (PNC) | 0.3 | $12M | 65k | 175.80 |
|
|
| First Tr Exchange Traded Dorsey Wright (FVC) | 0.3 | $11M | 318k | 35.18 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $11M | 151k | 73.48 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $11M | -43% | 31k | 361.26 |
|
| T Rowe Price Etf Cap Appreciation (TCAF) | 0.2 | $11M | +8% | 335k | 32.30 |
|
| Intuitive Surgical Com New (ISRG) | 0.2 | $11M | +18% | 22k | 495.27 |
|
| Enterprise Products Partners (EPD) | 0.2 | $11M | +4% | 313k | 34.14 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $11M | +2% | 34k | 312.11 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $11M | +5% | 63k | 166.03 |
|
| Shell Spon Ads (SHEL) | 0.2 | $11M | 143k | 73.29 |
|
|
| Eaton Corp SHS (ETN) | 0.2 | $10M | 38k | 271.85 |
|
|
| Amgen (AMGN) | 0.2 | $10M | 32k | 311.64 |
|
|
| Cisco Systems (CSCO) | 0.2 | $10M | -27% | 162k | 61.72 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.2 | $10M | +7% | 65k | 153.10 |
|
| L3harris Technologies (LHX) | 0.2 | $9.9M | +7% | 48k | 209.34 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $9.9M | 75k | 132.53 |
|
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.2 | $9.8M | +9% | 189k | 51.80 |
|
| ConocoPhillips (COP) | 0.2 | $9.8M | +7% | 93k | 105.04 |
|
| Blackrock (BLK) | 0.2 | $9.5M | +12% | 10k | 947.42 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $9.4M | +2% | 48k | 194.07 |
|
| Analog Devices (ADI) | 0.2 | $9.3M | +5% | 46k | 201.73 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.2 | $9.3M | +5% | 186k | 49.82 |
|
| Ishares Tr U.s. Insrnce Etf (IAK) | 0.2 | $9.2M | +7% | 67k | 137.81 |
|
| At&t (T) | 0.2 | $9.2M | +10% | 326k | 28.28 |
|
| Tesla Motors (TSLA) | 0.2 | $9.2M | -38% | 35k | 259.17 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $9.1M | -12% | 24k | 383.53 |
|
| Ishares Tr Expanded Tech (IGV) | 0.2 | $8.9M | 100k | 88.99 |
|
|
| Uber Technologies (UBER) | 0.2 | $8.7M | +8% | 119k | 72.86 |
|
| Ishares Tr Us Br Del Se Etf (IAI) | 0.2 | $8.7M | +12% | 62k | 140.11 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $8.6M | +8% | 460k | 18.59 |
|
| Ishares Tr Us Regnl Bks Etf (IAT) | 0.2 | $8.5M | +20% | 183k | 46.63 |
|
| First Tr Exchange-traded Ft Vest S&p 500 (KNG) | 0.2 | $8.3M | -4% | 165k | 50.54 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.2 | $8.3M | +1706% | 67k | 124.51 |
|
| AFLAC Incorporated (AFL) | 0.2 | $8.3M | 75k | 111.19 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $8.3M | 79k | 104.63 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $8.2M | -9% | 32k | 258.81 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.2 | $8.1M | +7% | 111k | 73.50 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $8.1M | +3% | 102k | 78.95 |
|
| Oracle Corporation (ORCL) | 0.2 | $7.9M | +9% | 57k | 139.83 |
|
| Sprott Physical Gold Tr Unit (PHYS) | 0.2 | $7.7M | 322k | 24.06 |
|
|
| Arthur J. Gallagher & Co. (AJG) | 0.2 | $7.7M | +3% | 22k | 345.25 |
|
| Chubb (CB) | 0.2 | $7.7M | 26k | 302.02 |
|
|
| Union Pacific Corporation (UNP) | 0.2 | $7.7M | +10% | 33k | 236.29 |
|
| Advanced Micro Devices (AMD) | 0.2 | $7.7M | -14% | 75k | 102.74 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $7.7M | 82k | 93.68 |
|
|
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.2 | $7.6M | +7% | 80k | 95.30 |
|
| Duke Energy Corp Com New (DUK) | 0.2 | $7.6M | -6% | 63k | 122.02 |
|
| Linde SHS (LIN) | 0.2 | $7.4M | +17% | 16k | 465.86 |
|
| Emerson Electric (EMR) | 0.2 | $7.4M | +6% | 68k | 109.68 |
|
| Novo-nordisk A S Adr (NVO) | 0.2 | $7.1M | +5% | 103k | 69.45 |
|
| Southern Company (SO) | 0.2 | $7.1M | -6% | 78k | 91.96 |
|
| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.2 | $7.1M | +5% | 154k | 46.09 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.2 | $7.1M | -20% | 59k | 119.75 |
|
| Cintas Corporation (CTAS) | 0.2 | $7.0M | -11% | 34k | 205.54 |
|
| Wheaton Precious Metals Corp (WPM) | 0.2 | $7.0M | -9% | 90k | 77.63 |
|
| First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) | 0.2 | $7.0M | -5% | 274k | 25.52 |
|
| Texas Pacific Land Corp (TPL) | 0.2 | $6.9M | -4% | 5.2k | 1326.21 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $6.8M | -2% | 15k | 447.18 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $6.8M | +7% | 84k | 81.77 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $6.8M | +11% | 221k | 30.73 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $6.8M | +3% | 116k | 58.37 |
|
| First Tr Exch Traded Fd Iii Rivrfrnt Dyn Dev (RFDI) | 0.2 | $6.8M | -3% | 102k | 66.48 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.2 | $6.7M | +11% | 57k | 118.14 |
|
| Coca-Cola Company (KO) | 0.2 | $6.7M | +2% | 94k | 71.65 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.2 | $6.7M | 144k | 46.31 |
|
|
| Stryker Corporation (SYK) | 0.2 | $6.6M | +11% | 18k | 372.38 |
|
| Sprott Physical Silver Tr Tr Unit (PSLV) | 0.2 | $6.6M | 567k | 11.60 |
|
|
| Qualcomm (QCOM) | 0.2 | $6.5M | +6% | 43k | 153.69 |
|
| Illinois Tool Works (ITW) | 0.2 | $6.5M | 26k | 248.13 |
|
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $6.5M | +4% | 81k | 79.89 |
|
| Nextera Energy (NEE) | 0.1 | $6.4M | -3% | 91k | 70.90 |
|
| Ge Aerospace Com New (GE) | 0.1 | $6.4M | 32k | 200.20 |
|
|
| Automatic Data Processing (ADP) | 0.1 | $6.4M | 21k | 305.75 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $6.2M | -29% | 36k | 173.31 |
|
| Palo Alto Networks (PANW) | 0.1 | $6.1M | +20% | 36k | 170.63 |
|
| Deere & Company (DE) | 0.1 | $6.1M | -16% | 13k | 469.70 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $6.1M | +13% | 11k | 542.80 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $6.1M | +9% | 27k | 222.06 |
|
| Verizon Communications (VZ) | 0.1 | $6.0M | +2% | 133k | 45.37 |
|
| Dupont De Nemours (DD) | 0.1 | $5.9M | +5% | 79k | 74.68 |
|
| United Parcel Service CL B (UPS) | 0.1 | $5.9M | +12% | 54k | 110.00 |
|
| Prologis (PLD) | 0.1 | $5.9M | -17% | 53k | 111.80 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $5.9M | +30% | 30k | 193.34 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $5.9M | +3% | 11k | 548.79 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $5.8M | +17% | 33k | 179.77 |
|
| Medtronic SHS (MDT) | 0.1 | $5.8M | -3% | 65k | 89.89 |
|
| Atlassian Corporation Cl A (TEAM) | 0.1 | $5.8M | NEW | 27k | 212.19 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $5.8M | -25% | 57k | 102.21 |
|
| O'reilly Automotive (ORLY) | 0.1 | $5.8M | +27% | 4.0k | 1432.54 |
|
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.1 | $5.7M | 76k | 75.92 |
|
|
| Pacer Fds Tr Metaurus Cap 400 (QDPL) | 0.1 | $5.7M | +102% | 156k | 36.53 |
|
| Phillips 66 (PSX) | 0.1 | $5.7M | +53% | 46k | 123.52 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $5.7M | +10% | 16k | 349.23 |
|
| Metropcs Communications (TMUS) | 0.1 | $5.6M | +4% | 21k | 266.72 |
|
| First Tr Exchange Traded Rba Indl Etf (AIRR) | 0.1 | $5.6M | +15% | 82k | 68.22 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $5.6M | 7.00 | 798441.00 |
|
|
| Advisorshares Tr Dorsy Fsm Alcp (DWAW) | 0.1 | $5.5M | 149k | 37.00 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $5.5M | +3% | 67k | 81.74 |
|
| Paychex (PAYX) | 0.1 | $5.5M | 36k | 154.30 |
|
|
| Citigroup Com New (C) | 0.1 | $5.4M | +7% | 76k | 70.99 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $5.4M | -43% | 68k | 78.86 |
|
| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.1 | $5.4M | -5% | 118k | 45.66 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $5.3M | +8% | 57k | 93.49 |
|
| EOG Resources (EOG) | 0.1 | $5.3M | 41k | 128.25 |
|
|
| Equinix (EQIX) | 0.1 | $5.3M | +4% | 6.5k | 815.51 |
|
| Starbucks Corporation (SBUX) | 0.1 | $5.2M | +8% | 54k | 98.12 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $5.2M | -43% | 26k | 199.66 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $5.1M | +3% | 120k | 42.22 |
|
| Goldman Sachs (GS) | 0.1 | $5.0M | +30% | 9.2k | 546.47 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.1 | $5.0M | -3% | 49k | 103.75 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $5.0M | +4% | 48k | 105.44 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $5.0M | +2% | 26k | 190.62 |
|
| Pacer Fds Tr Trendpilot 100 (PTNQ) | 0.1 | $5.0M | -13% | 71k | 71.10 |
|
| Applied Materials (AMAT) | 0.1 | $5.0M | 35k | 145.16 |
|
|
| 3M Company (MMM) | 0.1 | $5.0M | +88% | 34k | 146.88 |
|
| Altria (MO) | 0.1 | $5.0M | +2% | 83k | 60.03 |
|
| FedEx Corporation (FDX) | 0.1 | $5.0M | -31% | 20k | 243.87 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $4.9M | +9% | 64k | 76.66 |
|
| eBay (EBAY) | 0.1 | $4.9M | 72k | 67.73 |
|
|
| Boeing Company (BA) | 0.1 | $4.8M | +6% | 28k | 170.59 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $4.8M | +5% | 45k | 105.60 |
|
| Walt Disney Company (DIS) | 0.1 | $4.7M | +6% | 48k | 98.76 |
|
| Spdr Ser Tr Portfolio Short (SPSB) | 0.1 | $4.7M | NEW | 156k | 30.10 |
|
| Hca Holdings (HCA) | 0.1 | $4.7M | +5% | 14k | 345.56 |
|
| Marriott Intl Cl A (MAR) | 0.1 | $4.7M | +24% | 20k | 238.21 |
|
| Air Products & Chemicals (APD) | 0.1 | $4.6M | +9% | 16k | 294.96 |
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $4.5M | 72k | 63.06 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.1 | $4.4M | -23% | 143k | 30.99 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $4.4M | 34k | 129.20 |
|
|
| Booking Holdings (BKNG) | 0.1 | $4.4M | 957.00 | 4606.79 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $4.4M | +6% | 47k | 92.85 |
|
| Travelers Companies (TRV) | 0.1 | $4.3M | +6% | 16k | 264.50 |
|
| Quanta Services (PWR) | 0.1 | $4.3M | 17k | 254.18 |
|
|
| Etfis Ser Tr I Infrac Act Mlp (AMZA) | 0.1 | $4.3M | NEW | 91k | 47.51 |
|
| Micron Technology (MU) | 0.1 | $4.3M | 49k | 86.91 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $4.3M | -4% | 57k | 75.70 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $4.3M | +2% | 45k | 93.71 |
|
| Alps Etf Tr Riverfront Dym (RFCI) | 0.1 | $4.3M | -2% | 189k | 22.49 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $4.2M | +13% | 8.5k | 497.74 |
|
| S&p Global (SPGI) | 0.1 | $4.2M | +20% | 8.3k | 508.11 |
|
| Nuveen Muni Value Fund (NUV) | 0.1 | $4.2M | -12% | 480k | 8.77 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $4.2M | +4% | 53k | 78.29 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.1 | $4.1M | +14% | 84k | 48.76 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $4.1M | +14% | 24k | 170.96 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $4.1M | 7.6k | 533.52 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $4.1M | +4% | 12k | 352.57 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $4.0M | 30k | 134.29 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $4.0M | 13k | 307.09 |
|
|
| American Electric Power Company (AEP) | 0.1 | $4.0M | +72% | 36k | 109.28 |
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) | 0.1 | $4.0M | +13% | 171k | 23.05 |
|
| BP Sponsored Adr (BP) | 0.1 | $3.9M | +11% | 117k | 33.79 |
|
| Ishares Tr Msci Euro Fl Etf (EUFN) | 0.1 | $3.9M | +474% | 138k | 28.49 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $3.9M | +26% | 64k | 61.00 |
|
| Ishares Tr Msci Uk Etf New (EWU) | 0.1 | $3.9M | -6% | 104k | 37.47 |
|
| First Tr Exchange Traded Dorsey Wright (DALI) | 0.1 | $3.9M | 163k | 23.95 |
|
|
| Select Sector Spdr Tr Indl (XLI) | 0.1 | $3.8M | -2% | 29k | 131.12 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $3.7M | 31k | 122.05 |
|
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $3.7M | -5% | 23k | 161.30 |
|
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.1 | $3.7M | 89k | 41.13 |
|
|
| Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) | 0.1 | $3.7M | +15% | 158k | 23.19 |
|
| Kroger (KR) | 0.1 | $3.6M | -10% | 54k | 67.70 |
|
| First Tr Mid Cap Core Alphad Com Shs (FNX) | 0.1 | $3.6M | 33k | 108.99 |
|
|
| Nxp Semiconductors N V (NXPI) | 0.1 | $3.6M | -2% | 19k | 190.40 |
|
Past Filings by Prospera Financial Services
SEC 13F filings are viewable for Prospera Financial Services going back to 2011
- 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
- Prospera Financial Services 2021 Q3 filed Nov. 12, 2021
- Prospera Financial Services 2021 Q2 restated filed Aug. 16, 2021