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CIK: 0001541625
Total reported value
$6.9B
$6.9B
1359 檔
11.2%
During the Q4 2025 filing period, Prospera Financial Services Inc (CIK: 0001541625) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $6.9B across 1359 reported positions.
In Q4 2025, Prospera Financial Services Inc displayed an active expansion posture, initiating 3 new positions and adding to 29 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1359 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.77% | +0.04% | +0.02% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.57% | +0.24% | +3.27% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.19% | -0.13% | +4.61% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.61% | +0.05% | -6.61% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.55% | +0.11% | +10.70% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.47% | +0.09% | +15.25% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.28% | +0.15% | +0.85% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.28% | -0.13% | -0.46% | |
| 9 | RDVY | First Trust Rising Dividend | ETF-Other | 1.27% | +0.01% | +2.11% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.23% | -0.01% | -2.60% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.19% | +0.05% | -5.58% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.10% | +0.10% | -4.57% | |
| 13 | HON | Honeywell International Inc | Stock-Industrials | 0.97% | -1.10% | EXIT | |
| 14 | CGGR | Cap Group Growth Equity | ETF-Other | 0.95% | +0.03% | +10.22% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.95% | +0.11% | +1.85% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.91% | +0.07% | +1.92% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.84% | -0.08% | +13.89% | |
| 18 | CAT | Caterpillar Inc | Stock-Industrials | 0.83% | +0.42% | +23.42% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 0.82% | -0.32% | -3.18% | |
| 20 | CGDV | Cap Group Dividend Value | ETF-Other | 0.80% | +0.09% | +0.59% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 0.80% | -0.14% | -0.59% | |
| 22 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 0.73% | +0.05% | -10.07% | |
| 23 | GLD | Spdr Gold Shares | ETF-Commodities | 0.72% | -0.19% | -5.41% | |
| 24 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.66% | -0.14% | -17.12% | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.64% | -0.03% | +507.27% | |
| 26 | BX | Blackstone Inc | Stock-Financials | 0.60% | -0.03% | +0.83% | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.60% | -0.06% | +1.32% | |
| 28 | VUG | Vanguard Growth ETF | ETF-Other | 0.59% | — | +1.35% | |
| 29 | PSLV | Sprott Physical Silver Trust | Stock-Other | 0.59% | -0.16% | +18.08% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.55% | +0.02% | +11.63% | |
| 31 | SSUS | Day Hagan Smart Sector ETF | ETF-Other | 0.54% | -0.10% | -10.49% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.53% | +0.01% | -0.86% | |
| 33 | EPD | Enterprise Products Partners | Stock-Energy | 0.51% | -0.07% | -1.18% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.49% | +0.04% | +4.31% | |
| 35 | MU | Micron Technology Inc | Stock-Tech | 0.48% | +0.26% | +102.61% | |
| 36 | IBM | Intl Business Machines CORP | Stock-Tech | 0.48% | -0.01% | -0.97% | |
| 37 | FVD | First Trust Value Line Dvd | ETF-Other | 0.48% | -0.05% | -18.97% | |
| 38 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.47% | -0.04% | -7.44% | |
| 39 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.46% | -0.06% | -0.98% | |
| 40 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.46% | -0.04% | +23.81% | |
| 41 | NFLX | Netflix Inc | Stock-Comm Services | 0.44% | -0.26% | +1499.78% | |
| 42 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.43% | -0.07% | -15.78% | |
| 43 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.42% | +0.11% | +98.47% | |
| 44 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.42% | -0.18% | -1.99% | |
| 45 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.41% | -0.12% | +6.59% | |
| 46 | VTV | Vanguard Value ETF | ETF-Other | 0.41% | — | -4.00% | |
| 47 | AXP | American Express Co | Stock-Financials | 0.41% | -0.19% | -2.23% | |
| 48 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.40% | +0.04% | +4.58% | |
| 49 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.38% | -0.05% | -0.98% | |
| 50 | CVX | Chevron CORP | Stock-Energy | 0.38% | -0.15% | +1.80% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | HON | Honeywell International Inc | +0.7% | +272.59% | Add |
| 2 | IWD | Ishares Russell 1000 Value E | +0.5% | +507.27% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.4% | +15.25% | Add |
| 4 | MU | Micron Technology Inc | +0.3% | +102.61% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.3% | +0.85% | Add |
| 6 | LLY | Eli Lilly & Co | +0.3% | +1.85% | Add |
| 7 | CAT | Caterpillar Inc | +0.3% | +23.42% | Add |
| 8 | PSLV | Sprott Physical Silver Trust | +0.2% | +18.08% | Add |
| 9 | SLV | Ishares Silver Trust | +0.2% | +74.17% | Add |
| 10 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +98.47% | Add |
| 11 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +10.70% | Add |
| 12 | WBD | Warner Bros Discovery Inc | +0.1% | +59.92% | Add |
| 13 | AAPL | Apple Inc | +0.1% | +0.02% | Add |
| 14 | SBR | Sabine Royalty Trust | +0.1% | +173.85% | Add |
| 15 | AMD | Advanced Micro Devices | +0.1% | +3.95% | Add |
| 16 | INTC | Intel CORP | +0.1% | +181.39% | Add |
| 17 | IJK | Ishares S&p Mid-cap 400 Grow | +0.1% | +813.93% | Add |
| 18 | AFLG | First Trust Active Factor La | +0.1% | +59.54% | Add |
| 19 | TSLA | Tesla Inc | +0.1% | +23.81% | Add |
| 20 | NFLX | Netflix Inc | +0.1% | +1499.78% | Add |
| 21 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +32.51% | Add |
| 22 | JBND | Jpmorgan Active Bond ETF | +0.1% | +198.92% | Add |
| 23 | CGGR | Cap Group Growth Equity | +0.1% | +10.22% | Add |
| 24 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +65.70% | Add |
| 25 | FDD | First Trust Stoxx Europe | +0.1% | +74.48% | Add |
| 26 | VOO | Vanguard S&p 500 ETF | +0.1% | +11.63% | Add |
| 27 | RDVY | First Trust Rising Dividend | 0% | +2.11% | Add |
| 28 | NVDA | Nvidia CORP | 0% | +3.27% | Add |
| 29 | UBER | Uber Technologies Inc | -0.1% | -13.90% | Trim |
| 30 | ORCL | Oracle CORP | -0.1% | +15.47% | Add |
| 31 | KNG | Ft Vest S&p 500 Dvd Arst Trg | -0.1% | -53.67% | Trim |
| 32 | RDVI | Ft Vest Rising Dividend Achi | -0.1% | -25.76% | Trim |
| 33 | IJJ | Ishares S&p Mid-cap 400 Valu | -0.1% | -86.61% | Trim |
| 34 | JEPI | Jpmorgan Equity Premium Inco | -0.1% | -15.78% | Trim |
| 35 | FV | First Trust Dw Focus 5 Fund | -0.1% | -10.07% | Trim |
| 36 | JPIE | Jpmorgan Income ETF | -0.1% | -94.35% | Trim |
| 37 | FTCS | First Trust Capital Strength | -0.1% | -38.16% | Trim |
| 38 | AXON | Axon Enterprise Inc | -0.1% | -95.54% | Trim |
| 39 | FVD | First Trust Value Line Dvd | -0.1% | -18.97% | Trim |
| 40 | COWZ | Pacer US Cash Cows 100 ETF | -0.2% | -47.24% | Trim |
| 41 | IAK | Ishares U.s. Insurance ETF | -0.2% | -96.35% | Trim |
| 42 | PLTR | Palantir Technologies Inc-a | -0.2% | -17.12% | Trim |
| 43 | IWF | Ishares Russell 1000 Growth | -0.6% | -69.73% | Trim |
| 44 | AKRE | Akre Focus ETF | — | NEW | New buy |
| 45 | BE | Bloom Energy Corp- A | — | EXIT | Sold out |
| 46 | ZS | Zscaler Inc | — | EXIT | Sold out |
| 47 | IDXX | Idexx Laboratories Inc | — | NEW | New buy |
| 48 | SOLS | Solstice Adv Materials Inc | — | NEW | New buy |
| 49 | BSJP | Invesco Bulletshares 2025 Hy | — | EXIT | Sold out |
| 50 | SDVD | Ft Vest Smid Rising Dividend | — | EXIT | Sold out |
According to official SEC Form 13F filings, Prospera Financial Services Inc reported a total U.S. public equity portfolio value of $6.9B across 1359 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, MSFT) accounted for 11.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
AKRE
市值: $9.8M
Top Position Liquidated / Trimmed
BE
前期市值: $7.6M
During Q4 2025, Prospera Financial Services Inc's top holdings by market value included AAPL (3.8%)、NVDA (3.6%)、MSFT (2.2%). The largest single position, AAPL, represented 3.8% of total portfolio value.
In Q4 2025, Prospera Financial Services Inc made 50 total portfolio adjustments, initiating 3 new buys, adding to 29 positions, trimming 14 holdings, and fully liquidating 4 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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