Prospera Financial Services Inc Portfolio Holdings
Prospera Financial Services Inc
- $4.16 Billion
- Q4 2024
Prospera Financial Services Inc has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $4.16 Billion distributed in 1133 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $192M, Nvidia Corp with a value of $148M, Microsoft Corp with a value of $93.1M, Amazon Com Inc with a value of $80.4M, and Invesco Qqq Trust, Series 1 with a value of $72.9M.
Examining the 13F form we can see an increase of $342M in the current position value, from $3.82B to 4.16B.
Below you can find more details about Prospera Financial Services Inc portfolio as well as his latest detailed transactions.
Portfolio value
$4.16 Billion
ETFs: $1.89 Billion
Technology: $718 Million
Financial Services: $338 Million
Industrials: $213 Million
Consumer Cyclical: $208 Million
Healthcare: $189 Million
Consumer Defensive: $159 Million
Energy: $158 Million
Other: $275 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 1,133
- Current Value $4.16 Billion
- Prior Value $3.82 Billion
- Filing
- Period Q4 2024
- Filing Date February 13, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 83 stocks
- Additional Purchases 633 stocks
- Sold out of 0 stocks
- Reduced holdings in 359 stocks