Prospera Financial Services Inc Reduced Holdings in Q4 2024

Prospera Financial Services Inc

  • $4.16 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-474K
- 87.98%
$51.09 - $55.27 $24.2M - $26.2M
64.7K $3.31M
MRK
Merck & Co., Inc.

Healthcare
-61.4K
- 31.82%
$96.31 - $114.76 $5.91M - $7.05M
132K $13.1M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-60.3K
- 25.16%
$87.1 - $98.49 $5.25M - $5.94M
179K $15.7M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-143K
- 22.57%
$42.84 - $45.38 $6.13M - $6.5M
491K $21.1M
SLV
I Shares Silver Trust

ETFs
-250K
- 57.16%
$26.33 - $31.74 $6.59M - $7.94M
187K $4.93M
SPY
Spdr S&P 500 ETF Trust

ETFs
-13.8K
- 10.94%
$567.81 - $607.81 $7.84M - $8.39M
112K $65.9M
ITB
Ishares Tr

ETFs
-49K
- 94.01%
$103.31 - $129.34 $5.07M - $6.34M
3.13K $323K
KLAC
Kla Corp

Technology
-6.8K
- 94.17%
$614.46 - $829.55 $4.18M - $5.64M
421 $265K
JNJ
Johnson & Johnson

Healthcare
-23.4K
- 21.21%
$143.34 - $165.86 $3.35M - $3.88M
86.9K $12.6M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-10.2K
- 75.54%
$396.64 - $516.74 $4.04M - $5.27M
3.3K $1.33M
CGGO
Capital Group Global Growth Eq

ETFs
-142K
- 20.29%
$29.21 - $30.67 $4.14M - $4.35M
557K $16.3M
XOM
Exxon Mobil Corp

Energy
-2.9K
- 0.66%
$105.51 - $125.37 $306K - $363K
437K $47M
FTCS
First Trust Capital Strength E

ETFs
-38.4K
- 13.86%
$87.62 - $94.03 $3.36M - $3.61M
238K $20.9M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-68.6K
- 16.56%
$59.74 - $60.03 $4.1M - $4.12M
346K $20.7M
AMD
Advanced Micro Devices Inc

Technology
-87
- 0.1%
$118.88 - $172.8 $10.3K - $15K
87.5K $10.6M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
-66.4K
- 37.22%
$33.67 - $37.35 $2.23M - $2.48M
112K $3.8M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-27.3K
- 52.26%
$59.25 - $72.99 $1.61M - $1.99M
24.9K $1.49M
NKE
Nike, Inc.

Consumer Cyclical
-22.1K
- 43.43%
$73.36 - $89.13 $1.62M - $1.97M
28.8K $2.18M
EFV
Msci Eafe Value ETF

ETFs
-33.4K
- 36.55%
$51.78 - $57.15 $1.73M - $1.91M
57.9K $3.04M
FVD
First Tr Value Line Divid Inde

ETFs
-14.4K
- 1.71%
$43.4 - $46.7 $623K - $671K
825K $36M
FV
First Trust Dorsey Wright Focu

ETFs
-47.1K
- 5.54%
$57.47 - $62.82 $2.71M - $2.96M
804K $47.5M
MCHP
Microchip Technology Inc

Technology
-9.53K
- 15.0%
$55.51 - $79.05 $529K - $753K
54K $3.1M
RFDI
First Trust ETF Iii Riverfront

ETFs
-20.5K
- 16.35%
$60.5 - $67.2 $1.24M - $1.38M
105K $6.46M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-45.3K
- 41.6%
$40.97 - $42.66 $1.86M - $1.93M
63.6K $2.63M
CVX
Chevron Corp

Energy
-10.8K
- 7.16%
$141.15 - $162.53 $1.52M - $1.75M
140K $20.3M
RDVY
First Trust Rising Dividend Ac

ETFs
-30.3K
- 3.4%
$58.65 - $64.37 $1.78M - $1.95M
860K $50.9M
NEM
Newmont Corp

Basic Materials
-21.4K
- 35.07%
$37.0 - $58.68 $791K - $1.25M
39.6K $1.47M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
-31.4K
- 48.0%
$42.32 - $55.35 $1.33M - $1.74M
34K $1.45M
UPS
United Parcel Service Inc

Industrials
-9.01K
- 15.9%
$122.65 - $138.35 $1.1M - $1.25M
47.6K $6.01M
PDP
Invesco Exchange Traded Fd Tr

ETFs
-23.5K
- 11.68%
$102.88 - $117.55 $2.42M - $2.76M
178K $19.1M
PLD
Prologis, Inc.

Real Estate
-2K
- 3.02%
$101.4 - $126.96 $203K - $254K
64.2K $6.79M
GPN
Global Payments Inc

Industrials
-16.4K
- 52.32%
$97.57 - $119.38 $1.6M - $1.96M
15K $1.68M
VZ
Verizon Communications Inc

Communication Services
-19.5K
- 13.07%
$39.6 - $45.21 $772K - $881K
130K $5.19M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-14K
- 5.73%
$69.58 - $74.87 $975K - $1.05M
230K $16.1M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
-52.4K
- 42.73%
$22.21 - $24.22 $1.16M - $1.27M
70.3K $1.56M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-6.59K
- 3.92%
$96.64 - $101.23 $636K - $667K
161K $15.6M
SHV
Ishares Tr

ETFs
-12.3K
- 56.1%
$109.92 - $110.57 $1.35M - $1.36M
9.62K $1.06M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-33.2K
- 14.1%
$46.48 - $51.32 $1.54M - $1.7M
202K $9.74M
AZN
Astrazeneca PLC

Healthcare
-688
- 0.67%
$63.2 - $79.58 $43.5K - $54.8K
103K $6.72M
OUT
Outfront Media Inc.

Real Estate
-69.4K
- 50.67%
$17.48 - $19.36 $1.21M - $1.34M
67.6K $1.2M
FXH
First Tr Exchange Trd Fd Healt

ETFs
-11.2K
- 60.19%
$103.53 - $112.72 $1.16M - $1.27M
7.44K $774K
NSC
Norfolk Southern Corp

Industrials
-4.79K
- 37.36%
$230.6 - $277.0 $1.1M - $1.33M
8.03K $1.89M
INDA
Ishares Msci India Index Fund

ETFs
-21.1K
- 70.36%
$52.64 - $58.16 $1.11M - $1.22M
8.87K $467K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-6.94K
- 25.05%
$176.42 - $186.91 $1.22M - $1.3M
20.8K $3.7M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-23.9K
- 29.1%
$50.37 - $50.6 $1.21M - $1.21M
58.3K $2.94M
ZTS
Zoetis Inc.

Healthcare
-3.66K
- 18.55%
$162.24 - $194.42 $594K - $711K
16.1K $2.62M
KMI
Kinder Morgan, Inc.

Energy
-73.3K
- 48.73%
$22.59 - $28.54 $1.66M - $2.09M
77.1K $2.11M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-20.3K
- 70.27%
$50.62 - $50.97 $1.03M - $1.03M
8.59K $435K
AMT
American Tower Corp

Real Estate
-1.24K
- 7.67%
$179.4 - $232.01 $222K - $287K
14.9K $2.73M
Activity Summary
Buys All Purchases 716 New Holdings 83 Increased Positions 633 Sells All Sells 359 Reductions 359 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Prospera Financial Services Inc Portfolio

Follow Prospera Financial Services Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Prospera Financial Services Inc, based on Form 13F filings with the SEC.

News

Stay updated on Prospera Financial Services Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email