Reuter James Wealth Management
Latest statistics and disclosures from Prospera Private Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are WMT, IAU, XOM, LLY, MSFT, and represent 21.51% of Prospera Private Wealth's stock portfolio.
- Added to shares of these 10 stocks: WMT (+$38M), LLY (+$16M), MSFT (+$12M), ET (+$12M), UNP (+$11M), GLD (+$10M), CGDV (+$9.7M), AMLP (+$9.7M), IVOL (+$9.7M), AAPL (+$9.3M).
- Started 655 new stock positions in TXN, COST, F, KLAC, AKTS, KLG, DOX, CI, CGNT, IDXX.
- Reduced shares in these 10 stocks: SJB, CAG, FDEC, , D, PM, SO, RSP, SPEM, AMGN.
- Sold out of its positions in FDEC, QQQM, EMXC, SRLN, XLRE, HIO, TEL.
- Prospera Private Wealth was a net buyer of stock by $398M.
- Prospera Private Wealth has $543M in assets under management (AUM), dropping by 301.84%.
- Central Index Key (CIK): 0001894484
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Portfolio Holdings for Prospera Private Wealth
Prospera Private Wealth holds 781 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Prospera Private Wealth has 781 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Prospera Private Wealth Sept. 30, 2024 positions
- Download the Prospera Private Wealth September 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Wal-Mart Stores (WMT) | 7.7 | $42M | +845% | 519k | 80.75 |
|
| Ishares Gold Tr Ishares New (IAU) | 4.6 | $25M | +8% | 499k | 49.70 |
|
| Exxon Mobil Corporation (XOM) | 3.6 | $20M | +26% | 168k | 117.22 |
|
| Eli Lilly & Co. (LLY) | 3.0 | $16M | +5387% | 18k | 885.95 |
|
| Microsoft Corporation (MSFT) | 2.6 | $14M | +551% | 33k | 430.30 |
|
| Apple (AAPL) | 2.4 | $13M | +257% | 55k | 233.00 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 2.3 | $12M | +1680% | 774k | 16.05 |
|
| Union Pacific Corporation (UNP) | 2.1 | $12M | +5203% | 47k | 246.48 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 2.0 | $11M | +1037% | 226k | 47.13 |
|
| Spdr Gold Tr Gold Shs (GLD) | 1.9 | $10M | NEW | 43k | 243.06 |
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 1.8 | $9.7M | NEW | 267k | 36.44 |
|
| Kraneshares Trust Quadrtc Int Rt (IVOL) | 1.8 | $9.7M | NEW | 504k | 19.25 |
|
| Johnson & Johnson (JNJ) | 1.6 | $8.5M | +948% | 52k | 162.06 |
|
| Arthur J. Gallagher & Co. (AJG) | 1.5 | $8.0M | NEW | 29k | 281.37 |
|
| Medtronic SHS (MDT) | 1.5 | $7.9M | NEW | 88k | 90.03 |
|
| Select Sector Spdr Tr Energy (XLE) | 1.4 | $7.8M | NEW | 89k | 87.80 |
|
| Listed Fd Tr Horizon Kinetics (INFL) | 1.4 | $7.8M | NEW | 208k | 37.59 |
|
| Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 1.4 | $7.8M | NEW | 148k | 52.55 |
|
| Chevron Corporation (CVX) | 1.4 | $7.7M | +404% | 52k | 147.27 |
|
| Caterpillar (CAT) | 1.3 | $7.3M | NEW | 19k | 391.12 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 1.3 | $6.9M | +32% | 173k | 39.82 |
|
| Sherwin-Williams Company (SHW) | 1.2 | $6.4M | NEW | 17k | 381.68 |
|
| Intuitive Surgical Com New (ISRG) | 1.1 | $6.2M | +1587% | 13k | 491.27 |
|
| Thermo Fisher Scientific (TMO) | 1.1 | $6.1M | +1868% | 9.9k | 618.57 |
|
| Proshares Tr Shrt Hgh Yield (SJB) | 1.1 | $5.7M | -19% | 355k | 16.19 |
|
| Global X Fds Global X Uranium (URA) | 1.1 | $5.7M | 199k | 28.61 |
|
|
| Amazon (AMZN) | 1.0 | $5.4M | +230% | 29k | 186.33 |
|
| Mastercard Incorporated Cl A (MA) | 1.0 | $5.3M | NEW | 11k | 493.80 |
|
| Williams Companies (WMB) | 1.0 | $5.3M | +397% | 115k | 45.65 |
|
| Deere & Company (DE) | 0.9 | $5.1M | NEW | 12k | 417.34 |
|
| Pepsi (PEP) | 0.9 | $4.8M | NEW | 28k | 170.05 |
|
| Illinois Tool Works (ITW) | 0.9 | $4.7M | NEW | 18k | 262.07 |
|
| Amphenol Corp Cl A (APH) | 0.8 | $4.6M | NEW | 70k | 65.16 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.8 | $4.5M | NEW | 39k | 116.96 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $4.5M | NEW | 27k | 167.19 |
|
| Roper Industries (ROP) | 0.8 | $4.4M | NEW | 7.8k | 556.45 |
|
| Cheniere Energy Com New (LNG) | 0.8 | $4.2M | NEW | 23k | 179.84 |
|
| Ameriprise Financial (AMP) | 0.8 | $4.1M | NEW | 8.8k | 469.81 |
|
| At&t (T) | 0.8 | $4.1M | +49% | 186k | 22.00 |
|
| Intuit (INTU) | 0.8 | $4.1M | +1748% | 6.6k | 621.00 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.7 | $4.0M | NEW | 83k | 47.85 |
|
| Honeywell International (HON) | 0.7 | $3.9M | NEW | 19k | 206.71 |
|
| Kroger (KR) | 0.7 | $3.8M | NEW | 67k | 57.30 |
|
| Danaher Corporation (DHR) | 0.7 | $3.8M | NEW | 14k | 278.02 |
|
| Coca-Cola Company (KO) | 0.7 | $3.7M | +336% | 52k | 71.86 |
|
| Cme (CME) | 0.7 | $3.6M | NEW | 16k | 220.65 |
|
| Home Depot (HD) | 0.7 | $3.6M | NEW | 8.9k | 405.18 |
|
| Intercontinental Exchange (ICE) | 0.7 | $3.6M | NEW | 22k | 160.64 |
|
| Tractor Supply Company (TSCO) | 0.6 | $3.4M | NEW | 12k | 290.93 |
|
| Valero Energy Corporation (VLO) | 0.6 | $3.3M | NEW | 25k | 135.03 |
|
| Dow (DOW) | 0.6 | $3.2M | NEW | 58k | 54.63 |
|
| O'reilly Automotive (ORLY) | 0.6 | $3.1M | NEW | 2.7k | 1151.60 |
|
| Meta Platforms Cl A (META) | 0.5 | $2.9M | +251% | 5.1k | 572.46 |
|
| Qualcomm (QCOM) | 0.4 | $2.2M | NEW | 13k | 170.05 |
|
| Verizon Communications (VZ) | 0.4 | $2.2M | +15% | 48k | 44.91 |
|
| Middleby Corporation (MIDD) | 0.4 | $2.1M | NEW | 15k | 139.13 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $2.1M | 3.00 | 691180.00 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $2.1M | +23% | 4.5k | 460.26 |
|
| Oge Energy Corp (OGE) | 0.4 | $2.0M | +118% | 49k | 41.02 |
|
| Nucor Corporation (NUE) | 0.4 | $2.0M | NEW | 13k | 150.34 |
|
| Linde SHS (LIN) | 0.4 | $2.0M | +760% | 4.1k | 476.86 |
|
| Servicenow (NOW) | 0.4 | $1.9M | +537% | 2.2k | 894.39 |
|
| SYSCO Corporation (SYY) | 0.3 | $1.9M | NEW | 24k | 78.06 |
|
| Procter & Gamble Company (PG) | 0.3 | $1.8M | +240% | 11k | 173.20 |
|
| Trex Company (TREX) | 0.3 | $1.8M | NEW | 27k | 66.58 |
|
| NVIDIA Corporation (NVDA) | 0.3 | $1.7M | +24% | 14k | 121.44 |
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.3 | $1.7M | 39k | 44.46 |
|
|
| Enbridge (ENB) | 0.3 | $1.7M | +7% | 42k | 40.61 |
|
| Applied Materials (AMAT) | 0.3 | $1.7M | NEW | 8.3k | 202.05 |
|
| Merck & Co (MRK) | 0.3 | $1.7M | +651% | 15k | 113.56 |
|
| Northrop Grumman Corporation (NOC) | 0.3 | $1.6M | NEW | 3.1k | 528.07 |
|
| IDEX Corporation (IEX) | 0.3 | $1.6M | NEW | 7.6k | 214.51 |
|
| McDonald's Corporation (MCD) | 0.3 | $1.6M | NEW | 5.2k | 304.51 |
|
| Cisco Systems (CSCO) | 0.3 | $1.5M | NEW | 29k | 53.22 |
|
| Ge Aerospace Com New (GE) | 0.3 | $1.5M | NEW | 7.9k | 188.57 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.3 | $1.5M | +542% | 1.8k | 833.25 |
|
| AeroVironment (AVAV) | 0.3 | $1.4M | NEW | 6.9k | 200.50 |
|
| Philip Morris International (PM) | 0.2 | $1.3M | -20% | 11k | 121.40 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $1.3M | +23% | 2.3k | 573.76 |
|
| Abbvie (ABBV) | 0.2 | $1.3M | +6% | 6.6k | 197.48 |
|
| Duke Energy Corp Com New (DUK) | 0.2 | $1.3M | -12% | 11k | 115.30 |
|
| Gilead Sciences (GILD) | 0.2 | $1.3M | +18% | 15k | 83.84 |
|
| Bristol Myers Squibb (BMY) | 0.2 | $1.2M | +54% | 24k | 51.74 |
|
| Uber Technologies (UBER) | 0.2 | $1.2M | +370% | 16k | 75.16 |
|
| Broadcom (AVGO) | 0.2 | $1.2M | +992% | 7.0k | 172.50 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.2 | $1.2M | 17k | 71.17 |
|
|
| Southern Company (SO) | 0.2 | $1.1M | -21% | 13k | 90.18 |
|
| Us Bancorp Del Com New (USB) | 0.2 | $1.1M | +37% | 24k | 45.73 |
|
| Xcel Energy (XEL) | 0.2 | $1.1M | +20% | 16k | 65.30 |
|
| Sanofi Sponsored Adr (SNY) | 0.2 | $1.1M | +3% | 19k | 57.63 |
|
| UnitedHealth (UNH) | 0.2 | $1.0M | -15% | 1.8k | 584.74 |
|
| Hp (HPQ) | 0.2 | $1.0M | NEW | 29k | 35.87 |
|
| National Grid Sponsored Adr Ne (NGG) | 0.2 | $1.0M | +2% | 15k | 69.67 |
|
| Realty Income (O) | 0.2 | $980k | +2% | 16k | 63.42 |
|
| PNC Financial Services (PNC) | 0.2 | $938k | +3% | 5.1k | 184.85 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.2 | $929k | +12% | 14k | 64.62 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $921k | +197% | 7.6k | 121.16 |
|
| Bce Com New (BCE) | 0.2 | $915k | +7% | 26k | 34.80 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.2 | $899k | +3% | 9.4k | 95.90 |
|
| Oneok (OKE) | 0.2 | $865k | +161% | 9.5k | 91.13 |
|
| Tc Energy Corp (TRP) | 0.2 | $831k | +3% | 18k | 47.55 |
|
| Pfizer (PFE) | 0.1 | $813k | +13% | 28k | 28.94 |
|
| Visa Com Cl A (V) | 0.1 | $809k | +38% | 2.9k | 274.95 |
|
| Dupont De Nemours (DD) | 0.1 | $807k | NEW | 9.1k | 89.11 |
|
| American Electric Power Company (AEP) | 0.1 | $798k | -4% | 7.8k | 102.60 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $790k | 1.7k | 465.08 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $773k | NEW | 3.4k | 225.76 |
|
| Amgen (AMGN) | 0.1 | $747k | -24% | 2.3k | 322.20 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.1 | $746k | +3% | 51k | 14.70 |
|
| Entergy Corporation (ETR) | 0.1 | $720k | +3% | 5.5k | 131.61 |
|
| Truist Financial Corp equities (TFC) | 0.1 | $716k | +3% | 17k | 42.77 |
|
| Devon Energy Corporation (DVN) | 0.1 | $711k | NEW | 18k | 39.12 |
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $706k | +13% | 3.3k | 210.89 |
|
| Prologis (PLD) | 0.1 | $700k | NEW | 5.5k | 126.28 |
|
| United Parcel Service CL B (UPS) | 0.1 | $695k | +4% | 5.1k | 136.34 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.1 | $694k | +2% | 19k | 36.58 |
|
| PPL Corporation (PPL) | 0.1 | $682k | +2% | 21k | 33.08 |
|
| Becton, Dickinson and (BDX) | 0.1 | $676k | NEW | 2.8k | 241.09 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $672k | +214% | 4.1k | 165.85 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $670k | NEW | 1.2k | 576.70 |
|
| Paycom Software (PAYC) | 0.1 | $653k | NEW | 3.9k | 166.58 |
|
| Diageo Spon Adr New (DEO) | 0.1 | $651k | NEW | 4.6k | 140.34 |
|
| Cibc Cad (CM) | 0.1 | $643k | +3% | 11k | 61.34 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $605k | -2% | 9.0k | 67.51 |
|
| ConocoPhillips (COP) | 0.1 | $597k | +221% | 5.7k | 105.28 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $591k | +2% | 1.7k | 353.48 |
|
| Hewlett Packard Enterprise (HPE) | 0.1 | $587k | NEW | 29k | 20.46 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $584k | +25% | 4.1k | 142.28 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $570k | 2.0k | 280.47 |
|
|
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.1 | $561k | +70% | 8.0k | 70.06 |
|
| Kenvue (KVUE) | 0.1 | $556k | 24k | 23.13 |
|
|
| International Business Machines (IBM) | 0.1 | $553k | NEW | 2.5k | 221.08 |
|
| Netflix (NFLX) | 0.1 | $552k | +2% | 778.00 | 709.27 |
|
| W.W. Grainger (GWW) | 0.1 | $545k | -4% | 525.00 | 1038.81 |
|
| Simon Property (SPG) | 0.1 | $545k | 3.2k | 169.02 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) | 0.1 | $541k | NEW | 11k | 48.56 |
|
| Paychex (PAYX) | 0.1 | $535k | NEW | 4.0k | 134.19 |
|
| Corteva (CTVA) | 0.1 | $533k | NEW | 9.1k | 58.79 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.1 | $528k | 10k | 50.88 |
|
|
| Spdr Ser Tr Bloomberg Invt (FLRN) | 0.1 | $520k | +82% | 17k | 30.85 |
|
| Aar (AIR) | 0.1 | $513k | NEW | 7.9k | 65.36 |
|
| Te Connectivity Ord Shs | 0.1 | $503k | NEW | 3.3k | 150.99 |
|
| Tesla Motors (TSLA) | 0.1 | $497k | NEW | 1.9k | 261.63 |
|
| Autodesk (ADSK) | 0.1 | $494k | -4% | 1.8k | 275.48 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $482k | 5.5k | 88.14 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $481k | +12% | 12k | 41.77 |
|
| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.1 | $478k | NEW | 14k | 34.28 |
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.1 | $474k | +20% | 4.7k | 100.29 |
|
| Dominion Resources (D) | 0.1 | $467k | -47% | 8.1k | 57.79 |
|
| Morgan Stanley Com New (MS) | 0.1 | $452k | NEW | 4.3k | 104.24 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $450k | 8.5k | 52.81 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $449k | -2% | 2.0k | 220.89 |
|
| Phillips 66 (PSX) | 0.1 | $440k | +98% | 3.3k | 131.46 |
|
| Carrier Global Corporation (CARR) | 0.1 | $439k | NEW | 5.5k | 80.49 |
|
| Wec Energy Group (WEC) | 0.1 | $429k | NEW | 4.5k | 96.18 |
|
| L3harris Technologies (LHX) | 0.1 | $428k | -2% | 1.8k | 237.86 |
|
| Alexandria Real Estate Equities (ARE) | 0.1 | $414k | NEW | 3.5k | 118.75 |
|
| New Mountain Finance Corp (NMFC) | 0.1 | $411k | 34k | 11.98 |
|
|
| Nike CL B (NKE) | 0.1 | $401k | NEW | 4.5k | 88.40 |
|
| Amcor Ord (AMCR) | 0.1 | $400k | -16% | 35k | 11.33 |
|
| S&p Global (SPGI) | 0.1 | $399k | -2% | 773.00 | 516.62 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $388k | NEW | 8.6k | 45.32 |
|
| Hubspot (HUBS) | 0.1 | $383k | 720.00 | 531.60 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $364k | NEW | 2.4k | 154.00 |
|
| Lear Corp Com New (LEA) | 0.1 | $362k | NEW | 3.3k | 109.15 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $357k | NEW | 3.0k | 119.07 |
|
| TJX Companies (TJX) | 0.1 | $355k | +8% | 3.0k | 117.54 |
|
| Lakeland Financial Corporation (LKFN) | 0.1 | $352k | NEW | 5.4k | 65.12 |
|
| Lowe's Companies (LOW) | 0.1 | $348k | +40% | 1.3k | 270.85 |
|
| Yum! Brands (YUM) | 0.1 | $341k | NEW | 2.4k | 139.71 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.1 | $340k | 13k | 26.65 |
|
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $335k | NEW | 1.7k | 200.37 |
|
| Walgreen Boots Alliance (WBA) | 0.1 | $322k | NEW | 36k | 8.96 |
|
| Johnson Ctls Intl SHS (JCI) | 0.1 | $309k | 4.0k | 77.61 |
|
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $309k | -11% | 2.8k | 109.53 |
|
| Starbucks Corporation (SBUX) | 0.1 | $307k | NEW | 3.2k | 97.49 |
|
| salesforce (CRM) | 0.1 | $307k | 1.1k | 273.71 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $301k | 1.5k | 198.06 |
|
|
| Eaton Corp SHS (ETN) | 0.1 | $297k | +4% | 896.00 | 331.44 |
|
| Genuine Parts Company (GPC) | 0.1 | $297k | NEW | 2.1k | 139.68 |
|
| Otis Worldwide Corp (OTIS) | 0.1 | $297k | NEW | 2.9k | 103.94 |
|
| Goldman Sachs Bdc SHS (GSBD) | 0.1 | $296k | 22k | 13.76 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $295k | NEW | 1.7k | 173.67 |
|
| Palo Alto Networks (PANW) | 0.1 | $290k | 847.00 | 341.80 |
|
|
| Select Sector Spdr Tr Indl (XLI) | 0.1 | $280k | NEW | 2.1k | 135.44 |
|
| Teledyne Technologies Incorporated (TDY) | 0.1 | $279k | NEW | 638.00 | 437.66 |
|
| AFLAC Incorporated (AFL) | 0.1 | $278k | 2.5k | 111.80 |
|
|
| Freeport-mcmoran CL B (FCX) | 0.1 | $277k | +4% | 5.5k | 49.92 |
|
| 3M Company (MMM) | 0.1 | $276k | NEW | 2.0k | 136.70 |
|
| Automatic Data Processing (ADP) | 0.1 | $273k | NEW | 988.00 | 276.73 |
|
| Target Corporation (TGT) | 0.1 | $272k | 1.7k | 155.87 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $258k | -2% | 498.00 | 517.78 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $255k | NEW | 2.8k | 90.40 |
|
| Halliburton Company (HAL) | 0.0 | $253k | NEW | 8.7k | 29.05 |
|
| Pinterest Cl A (PINS) | 0.0 | $250k | +38% | 7.7k | 32.37 |
|
| Ea Series Trust Astoria Us Equal (ROE) | 0.0 | $250k | NEW | 8.1k | 30.80 |
|
| Victory Portfolios Ii Shares Free Cash (VFLO) | 0.0 | $248k | NEW | 7.4k | 33.30 |
|
| General Motors Company (GM) | 0.0 | $248k | +3% | 5.5k | 44.84 |
|
| Zoetis Cl A (ZTS) | 0.0 | $247k | -3% | 1.3k | 195.38 |
|
| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.0 | $246k | NEW | 5.6k | 44.01 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $242k | 4.1k | 59.02 |
|
|
| Simplify Exchange Traded Fun Managed Futures (CTA) | 0.0 | $239k | NEW | 9.2k | 26.00 |
|
| WD-40 Company (WDFC) | 0.0 | $237k | NEW | 920.00 | 257.88 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $236k | -52% | 5.7k | 41.28 |
|
| Citigroup Com New (C) | 0.0 | $235k | -15% | 3.8k | 62.60 |
|
| Paypal Holdings (PYPL) | 0.0 | $235k | NEW | 3.0k | 78.03 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $232k | +30% | 1.8k | 126.81 |
|
| Kellogg Company (K) | 0.0 | $232k | NEW | 2.9k | 80.71 |
|
| Analog Devices (ADI) | 0.0 | $230k | -21% | 1.0k | 230.19 |
|
| Equinix (EQIX) | 0.0 | $227k | NEW | 256.00 | 887.63 |
|
| HEICO Corporation (HEI) | 0.0 | $225k | NEW | 861.00 | 261.59 |
|
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $223k | +28% | 22k | 10.02 |
|
| GSK Sponsored Adr (GSK) | 0.0 | $216k | NEW | 5.3k | 40.88 |
|
| BlackRock (BLK) | 0.0 | $216k | NEW | 227.00 | 949.51 |
|
| Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH) | 0.0 | $214k | 9.1k | 23.45 |
|
|
| Monster Beverage Corp (MNST) | 0.0 | $213k | NEW | 4.1k | 52.17 |
|
| Abbott Laboratories (ABT) | 0.0 | $211k | NEW | 1.9k | 114.01 |
|
| Cintas Corporation (CTAS) | 0.0 | $210k | NEW | 1.0k | 205.88 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $204k | -57% | 1.1k | 179.16 |
|
| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.0 | $201k | NEW | 5.5k | 36.38 |
|
| Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) | 0.0 | $199k | NEW | 2.2k | 90.20 |
|
| Magna Intl Inc cl a (MGA) | 0.0 | $198k | NEW | 4.8k | 41.04 |
|
| General Dynamics Corporation (GD) | 0.0 | $197k | NEW | 653.00 | 302.20 |
|
| Costco Wholesale Corporation (COST) | 0.0 | $195k | NEW | 220.00 | 886.95 |
|
| Bondbloxx Etf Trust Bloomberg Seven (XSVN) | 0.0 | $193k | NEW | 3.9k | 49.06 |
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.0 | $186k | NEW | 5.4k | 34.79 |
|
| Liberty Global Com Cl C (LBTYK) | 0.0 | $185k | NEW | 8.6k | 21.61 |
|
| Waste Management (WM) | 0.0 | $185k | NEW | 892.00 | 207.60 |
|
| Iron Mountain (IRM) | 0.0 | $178k | NEW | 1.5k | 118.83 |
|
| Nextera Energy (NEE) | 0.0 | $177k | NEW | 2.1k | 84.53 |
|
| PPG Industries (PPG) | 0.0 | $172k | NEW | 1.3k | 132.46 |
|
| Workday Cl A (WDAY) | 0.0 | $168k | NEW | 686.00 | 244.41 |
|
| Charles River Laboratories (CRL) | 0.0 | $168k | NEW | 851.00 | 196.97 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $160k | NEW | 1.6k | 99.49 |
|
| Unilever Spon Adr New (UL) | 0.0 | $159k | NEW | 2.5k | 64.96 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $157k | NEW | 310.00 | 505.22 |
|
| Tko Group Holdings Cl A (TKO) | 0.0 | $156k | NEW | 1.3k | 123.71 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $154k | NEW | 2.0k | 77.91 |
|
| Patterson-UTI Energy (PTEN) | 0.0 | $153k | NEW | 20k | 7.65 |
|
| Insulet Corporation (PODD) | 0.0 | $150k | NEW | 644.00 | 232.75 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $148k | NEW | 18k | 8.25 |
|
| BP Sponsored Adr (BP) | 0.0 | $148k | NEW | 4.7k | 31.39 |
|
| Purecycle Technologies (PCT) | 0.0 | $147k | +35% | 15k | 9.50 |
|
| Snowflake Cl A (SNOW) | 0.0 | $146k | NEW | 1.3k | 114.86 |
|
| CenterPoint Energy (CNP) | 0.0 | $143k | NEW | 4.9k | 29.42 |
|
| Bok Finl Corp Com New (BOKF) | 0.0 | $142k | NEW | 1.4k | 104.64 |
|
| Ge Vernova (GEV) | 0.0 | $142k | NEW | 556.00 | 254.81 |
|
| Rockwell Automation (ROK) | 0.0 | $138k | NEW | 512.00 | 268.46 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $136k | NEW | 1.6k | 83.15 |
|
| Thor Industries (THO) | 0.0 | $136k | NEW | 1.2k | 109.89 |
|
Past Filings by Prospera Private Wealth
SEC 13F filings are viewable for Prospera Private Wealth going back to 2021
- Prospera Private Wealth 2024 Q3 filed Nov. 8, 2024
- Prospera Private Wealth 2024 Q2 filed Aug. 2, 2024
- Prospera Private Wealth 2024 Q1 filed May 7, 2024
- Reuter James Wealth Management 2023 Q4 filed April 8, 2024
- Reuter James Wealth Management 2023 Q3 filed Nov. 13, 2023
- Reuter James Wealth Management 2023 Q2 filed Aug. 7, 2023
- Reuter James Wealth Management 2023 Q1 filed May 10, 2023
- Reuter James Wealth Management 2022 Q4 filed Feb. 6, 2023
- Reuter James Wealth Management 2022 Q3 filed Nov. 4, 2022
- Reuter James Wealth Management 2022 Q2 filed Aug. 9, 2022
- Reuter James Wealth Management 2022 Q1 filed April 14, 2022
- Reuter James Wealth Management 2021 Q4 filed Jan. 25, 2022