PF
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Prospera Financial Services Inc13F | |
| Prospera Financial Services Inc | |
| Last update 2025-05-15 | 1167 Stocks (117 new) |
| Value $4.35 Bil | Turnover 9 % |
Prospera Financial Services In... Top Holdings of 2025-03-31
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| 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 | +5.24% | -14.52% | 3,189,545.6 | Hardware | |
NVDA | NVIDIA Corp | 1,047,822 | 113,565.1 | -4.95% | 2.610 | -0.17% | 0.000 | +56.53% | +18.67% | 3,885,913.3 | Semiconductors | |
MSFT | Microsoft Corp | 235,856 | 88,587.4 | +6.80% | 2.040 | +0.13% | 0.000 | +33.94% | +18.80% | 3,707,650.2 | Software | |
AMZN | Amazon.com Inc | 382,116 | 72,700.6 | +4.26% | 1.670 | +0.07% | 0.000 | +25.22% | +1.83% | 2,371,799.3 | Retail - Cyclical | |
QQQ | INVESCO QQQ Trust | 144,909 | 67,979.9 | +1.63% | 1.560 | +0.03% | 0.020 | +23.56% | +9.08% | 357,232.3 | ||
SPY | SPDR S&P 500 ETF Trust | 103,964 | 58,173.3 | -7.53% | 1.340 | -0.12% | 0.010 | +16.86% | +7.34% | 643,153.0 | ||
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 | +14.43% | +8.61% | 15,291.3 | ||
XOM | Exxon Mobil Corp | 453,925 | 53,993.9 | +3.90% | 1.240 | +0.05% | 0.010 | +0.71% | +6.21% | 483,541.5 | Oil & Gas | |
AVGO | Broadcom Inc | 270,796 | 45,346.3 | +2.41% | 1.040 | +0.02% | 0.010 | +79.10% | +19.33% | 1,294,301.1 | Semiconductors | |
JPM | JPMorgan Chase & Co | 178,789 | 43,869.0 | +3.60% | 1.010 | +0.04% | 0.010 | +30.86% | +25.49% | 822,612.0 | Banks |
Prospera Financial Services Inc's Historical Top Holdings Breakdowns
Prospera Financial Services Inc's Top Stock Picks
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| 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 | $197.41 | 3.65% | 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 | $96.07 | 10.05% | Reduce -97.24% | 8,818 | -310,520 | |
PLTR | Palantir Technologies Inc | 2025-03-31 | Add Add | +0.28% | 64.98 ($87.82) 124.62 | $134.36 | 52.99% | 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 | $575.22 | 6.41% | 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 | $122.97 | 7.36% | 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 | $428.27 | 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 | $315.35 | -5.37% | 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 | $103.78 | -1.63% | Reduce -84.85% | 13,272 | -74,313 | |
IJT | ISHARES TRUST | 2025-03-31 | Add Add | +0.18% | 121 ($133.74) 142.28 | $136.36 | 1.96% | Add 1706.9% | 66,783 | 63,087 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -0.17% | 106.98 ($126.74) 149.43 | $159.34 | 25.72% | Reduce -4.95% | 1,047,822 | -54,517 |
Prospera Financial Services Inc Total Holding History ($B)
Prospera Financial Services Inc's Asset Allocation
Prospera Financial Services Inc Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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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 % |
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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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