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
+21.96%
-15.93%
3,136,672.8
Hardware
NVDA
NVIDIA Corp
1,047,822
113,565.1
-4.95%
2.610
-0.17%
0.000
+66.16%
+19.16%
3,902,009.1
Semiconductors
MSFT
Microsoft Corp
235,856
88,587.4
+6.80%
2.040
+0.13%
0.000
+40.32%
+18.28%
3,691,149.9
Software
AMZN
Amazon.com Inc
382,116
72,700.6
+4.26%
1.670
+0.07%
0.000
+28.54%
-0.01%
2,328,803.1
Retail - Cyclical
QQQ
INVESCO QQQ Trust
144,909
67,979.9
+1.63%
1.560
+0.03%
0.020
+32.90%
+8.32%
354,740.4
 
SPY
SPDR S&P 500 ETF Trust
103,964
58,173.3
-7.53%
1.340
-0.12%
0.010
+25.32%
+6.48%
638,010.6
 
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
+23.11%
+7.88%
15,188.2
 
XOM
Exxon Mobil Corp
453,925
53,993.9
+3.90%
1.240
+0.05%
0.010
+14.36%
+8.09%
492,117.7
Oil & Gas
AVGO
Broadcom Inc
270,796
45,346.3
+2.41%
1.040
+0.02%
0.010
+74.61%
+17.87%
1,278,403.4
Semiconductors
JPM
JPMorgan Chase & Co
178,789
43,869.0
+3.60%
1.010
+0.04%
0.010
+31.02%
+19.88%
785,872.3
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
$195.72
2.77%
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
$95.14
8.98%
Reduce -97.24%
8,818
-310,520
PLTR
Palantir Technologies Inc
2025-03-31
Add
Add
+0.28%
64.98 ($87.82) 124.62
$139.71
59.09%
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
$570.23
5.48%
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
$120.86
5.52%
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
$424.93
7.68%
Reduce -43.44%
30,509
-23,435
TSLA
Tesla Inc
2025-03-31
Reduce
Reduce
-0.21%
222.15 ($333.26) 428.22
$297.81
-10.64%
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
$103.20
-2.18%
Reduce -84.85%
13,272
-74,313
IJT
ISHARES TRUST
2025-03-31
Add
Add
+0.18%
121 ($133.74) 142.28
$134.90
0.87%
Add 1706.9%
66,783
63,087
NVDA
NVIDIA Corp
2025-03-31
Reduce
Reduce
-0.17%
106.98 ($126.74) 149.43
$160.00
26.24%
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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