Prospect Financial Services LLC Portfolio Holdings

Prospect Financial Services LLC

  • $174 Billion
  • Q3 2025

Prospect Financial Services LLC has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $174 Billion distributed in 104 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Sl Green Realty Corp with a value of $12.9B, Alphabet Inc. with a value of $9.51B, Vanguard Lg Trm Corp Bd ETF with a value of $9.39B, Boeing CO with a value of $9.24B, and Nvidia Corp with a value of $7.54B.

Examining the 13F form we can see an increase of $13.5B in the current position value, from $160B to 174B.

Prospect Financial Services LLC is based out at Melville, NY

Below you can find more details about Prospect Financial Services LLC portfolio as well as his latest detailed transactions.

Portfolio value $174 Billion
ETFs: $74.9 Billion
Technology: $25.1 Billion
Communication Services: $19.8 Billion
Real Estate: $17.2 Billion
Industrials: $9.87 Billion
Consumer Cyclical: $8.3 Billion
Energy: $7.16 Billion
Financial Services: $3.44 Billion
Other: $3.78 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 104
  • Current Value $174 Billion
  • Prior Value $160 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 13 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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