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CIK: 0001541625
Total reported value
$6.9B
$6.9B
1313 檔
9.2%
As reported in its official Q2 2025 Form 13F filing, Prospera Financial Services Inc's tracked investment portfolio stood at $6.9B with 1313 total positions.
During Q2 2025, Prospera Financial Services Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 1313 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.18% | +0.04% | +5.31% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.05% | +0.24% | -1.11% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.36% | -0.13% | +8.03% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.79% | +0.05% | +14.48% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.45% | -0.13% | +279.44% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.41% | +0.11% | -5.58% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.30% | +0.10% | +8.59% | |
| 8 | RDVY | First Trust Rising Dividend | ETF-Other | 1.24% | +0.01% | +10.93% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.20% | -0.01% | +24.44% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 1.19% | +0.05% | -14.58% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.09% | +0.07% | +38.30% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.92% | -0.08% | +9.34% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 0.90% | -0.32% | -1.37% | |
| 14 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 0.90% | +0.05% | +2.75% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.83% | +0.01% | +244.19% | |
| 16 | WMT | Walmart Inc | Stock-Consumer Staples | 0.82% | -0.14% | +32.92% | |
| 17 | CGGR | Cap Group Growth Equity | ETF-Other | 0.81% | +0.03% | +8.55% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.80% | +0.15% | +84.28% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.78% | +0.09% | +11.04% | |
| 20 | CGDV | Cap Group Dividend Value | ETF-Other | 0.77% | +0.09% | +5.34% | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.73% | -0.06% | +1.02% | |
| 22 | FVD | First Trust Value Line Dvd | ETF-Other | 0.69% | -0.05% | -1.99% | |
| 23 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.68% | -0.14% | +18.11% | |
| 24 | SSUS | Day Hagan Smart Sector ETF | ETF-Other | 0.66% | -0.10% | -2.91% | |
| 25 | BX | Blackstone Inc | Stock-Financials | 0.66% | -0.03% | +0.33% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.65% | +0.11% | +64.94% | |
| 27 | VUG | Vanguard Growth ETF | ETF-Other | 0.63% | — | +30.21% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.59% | +0.01% | +32.34% | |
| 29 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.58% | -0.07% | +6.75% | |
| 30 | IBM | Intl Business Machines CORP | Stock-Tech | 0.57% | -0.01% | +3.41% | |
| 31 | GLD | Spdr Gold Shares | ETF-Commodities | 0.57% | -0.19% | +11.25% | |
| 32 | EPD | Enterprise Products Partners | Stock-Energy | 0.57% | -0.07% | +213.00% | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.55% | -0.07% | +7.40% | |
| 34 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.55% | -0.04% | +3.68% | |
| 35 | CAT | Caterpillar Inc | Stock-Industrials | 0.54% | +0.42% | -28.93% | |
| 36 | NFLX | Netflix Inc | Stock-Comm Services | 0.51% | -0.26% | +16.75% | |
| 37 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.51% | -0.06% | -17.12% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.51% | +0.02% | -24.57% | |
| 39 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.49% | +0.03% | +267.35% | |
| 40 | VTV | Vanguard Value ETF | ETF-Other | 0.47% | — | -5.01% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.47% | +0.04% | -0.75% | |
| 42 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.44% | -0.05% | +12.26% | |
| 43 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.41% | -0.05% | -13.65% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.40% | -0.15% | +3.81% | |
| 45 | FTCS | First Trust Capital Strength | ETF-Other | 0.39% | — | +1.46% | |
| 46 | HEI | Heico CORP | Stock-Industrials | 0.39% | +0.05% | — | |
| 47 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.39% | -0.05% | +11.28% | |
| 48 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.39% | -0.12% | +2.78% | |
| 49 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.39% | -0.03% | -0.25% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.39% | -0.02% | +6.34% |
According to official SEC Form 13F filings, Prospera Financial Services Inc reported a total U.S. public equity portfolio value of $6.9B across 1313 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, MSFT) accounted for 9.2% of total reported equity market value during Q2 2025.
During Q2 2025, Prospera Financial Services Inc's top holdings by market value included AAPL (3.2%)、NVDA (3.0%)、MSFT (2.4%). The largest single position, AAPL, represented 3.2% of total portfolio value.
In Q2 2025, Prospera Financial Services Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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