PF

Prospera Financial Services Inc

13F
Prospera Financial Services Inc
Last update 2025-05-15 1167 Stocks (117 new)
Value $4.35 Bil Turnover 9 %
Countries:
Prospera Financial Services In... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
790,483
175,633.9
+2.96%
4.040
+0.12%
0.010
+5.62%
-16.03%
3,132,938.9
Hardware
NVDA
NVIDIA Corp
1,047,822
113,565.1
-4.95%
2.610
-0.17%
0.000
+42.39%
+21.23%
3,969,806.5
Semiconductors
MSFT
Microsoft Corp
235,856
88,587.4
+6.80%
2.040
+0.13%
0.000
+28.92%
+19.68%
3,734,890.5
Software
AMZN
Amazon.com Inc
382,116
72,700.6
+4.26%
1.670
+0.07%
0.000
+16.44%
+1.43%
2,362,350.7
Retail - Cyclical
QQQ
INVESCO QQQ Trust
144,909
67,979.9
+1.63%
1.560
+0.03%
0.020
+19.36%
+8.96%
356,834.1
 
SPY
SPDR S&P 500 ETF Trust
103,964
58,173.3
-7.53%
1.340
-0.12%
0.010
+13.94%
+6.98%
641,009.6
 
RDVY
First Trust NASDAQ Rising Dividend Achievers ETF
First Trust NASDAQ Rising Dividend Achievers ETF
955,665
55,966.2
+11.11%
1.290
+0.13%
0.410
+13.64%
+8.01%
15,207.3
 
XOM
Exxon Mobil Corp
453,925
53,993.9
+3.90%
1.240
+0.05%
0.010
+8.43%
+7.60%
489,876.6
Oil & Gas
AVGO
Broadcom Inc
270,796
45,346.3
+2.41%
1.040
+0.02%
0.010
+50.17%
+20.29%
1,304,719.3
Semiconductors
JPM
JPMorgan Chase & Co
178,789
43,869.0
+3.60%
1.010
+0.04%
0.010
+21.24%
+19.87%
785,816.8
Banks

Prospera Financial Services Inc's Historical Top Holdings Breakdowns

Prospera Financial Services Inc's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IWD
iShares Russell 1000 Value ETF
2025-03-31
Add
Add
+0.65%
182.82 ($190.45) 196.21
$196.00
2.91%
Add 558.46%
178,673
151,538
SPYG
SPDR Portfolio S&P 500 Growth ETF
2025-03-31
Reduce
Reduce
-0.63%
80.05 ($87.3) 92.39
$95.87
9.81%
Reduce -97.24%
8,818
-310,520
PLTR
Palantir Technologies Inc
2025-03-31
Add
Add
+0.28%
64.98 ($87.82) 124.62
$142.18
61.90%
Add 173.57%
227,744
144,495
VOO
Vanguard S&P 500 ETF
2025-03-31
Add
Add
+0.25%
507.05 ($540.58) 563.67
$572.68
5.94%
Add 49.84%
63,615
21,159
IYF
iShares U.S. Financials ETF
2025-03-31
Add
Add
+0.24%
107.69 ($114.54) 119.37
$121.10
5.73%
Add 802.81%
103,056
91,641
IWF
iShares Russell 1000 Growth ETF
2025-03-31
Reduce
Reduce
-0.22%
360.07 ($394.62) 417.26
$428.30
8.53%
Reduce -43.44%
30,509
-23,435
TSLA
Tesla Inc
2025-03-31
Reduce
Reduce
-0.21%
222.15 ($333.26) 428.22
$296.63
-10.99%
Reduce -38.1%
35,438
-21,816
IJS
iShares S&P Small-Cap 600 Value ETF
2025-03-31
Reduce
Reduce
-0.19%
96.3 ($105.5) 112.23
$103.49
-1.91%
Reduce -84.85%
13,272
-74,313
IJT
ISHARES TRUST
2025-03-31
Add
Add
+0.18%
121 ($133.74) 142.28
$135.67
1.44%
Add 1706.9%
66,783
63,087
NVDA
NVIDIA Corp
2025-03-31
Reduce
Reduce
-0.17%
106.98 ($126.74) 149.43
$162.85
28.50%
Reduce -4.95%
1,047,822
-54,517

Prospera Financial Services Inc Total Holding History ($B)

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Prospera Financial Services Inc's Asset Allocation

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Prospera Financial Services Inc Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Prospera Financial Services Inc's Hypothetical Growth since 2025-03-31

Prospera Financial Services Inc's Yearly Returns

Year Portfolio % % Excess Gain %

Prospera Financial Services Inc's Holdings Heat Map

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Prospera Financial Services Inc's Holdings Bubble Chart

Prospera Financial Services Inc News

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