Prospera Capital Management

Prospera Capital Management as of March 31, 2025

Portfolio Holdings for Prospera Capital Management

Prospera Capital Management holds 37 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 39.7 $62M 224k 274.84
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 13.7 $21M 341k 62.10
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 8.8 $14M 281k 48.72
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 8.6 $13M 183k 73.27
Vanguard Index Fds S&p 500 Etf Shs (VOO) 6.9 $11M 21k 513.90
Vanguard Index Fds Extend Mkt Etf (VXF) 3.4 $5.3M 31k 172.26
Vanguard Index Fds Growth Etf (VUG) 2.4 $3.7M 10k 370.81
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 2.0 $3.1M 51k 60.66
Vanguard Index Fds Value Etf (VTV) 1.9 $2.9M 17k 172.75
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.6 $2.5M 50k 50.83
NVIDIA Corporation (NVDA) 1.4 $2.2M 21k 108.39
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.3 $2.1M 4.4k 469.64
Apple (AAPL) 0.9 $1.4M 6.3k 222.15
Tri-Continental Corporation (TY) 0.6 $900k 29k 30.67
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.6 $878k 10k 87.17
Vanguard Specialized Funds Div App Etf (VIG) 0.5 $828k 4.3k 193.97
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.5 $760k 4.1k 186.27
Vanguard Bd Index Fds Intermed Term (BIV) 0.4 $646k 8.5k 76.31
Microsoft Corporation (MSFT) 0.4 $629k 1.7k 375.44
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $598k 30k 19.78
JPMorgan Chase & Co. (JPM) 0.4 $576k 2.3k 245.31
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $545k 2.1k 258.67
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $536k 19k 27.96
Occidental Petroleum Corporation (OXY) 0.3 $518k 10k 49.60
Palantir Technologies Cl A (PLTR) 0.3 $475k 5.6k 84.40
Vanguard Index Fds Small Cp Etf (VB) 0.3 $459k 2.1k 221.77
Chevron Corporation (CVX) 0.3 $446k 2.7k 167.28
Exxon Mobil Corporation (XOM) 0.2 $289k 2.4k 118.92
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $279k 772.00 361.14
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $278k 3.6k 78.04
Garmin SHS (GRMN) 0.2 $276k 1.3k 217.15
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.2 $266k 5.1k 52.41
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $262k 1.6k 160.52
Wal-Mart Stores (WMT) 0.2 $241k 2.7k 88.02
Amazon (AMZN) 0.2 $240k 1.3k 190.26
Nextera Energy (NEE) 0.2 $234k 3.3k 70.89
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $227k 5.0k 45.26