Prospera Financial Services Inc
Top Portfolio Positions
782 positions ·
$3,652,087,862 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
858,322 | $217,833,540 | 5.96% |
| NVDA |
Nvidia Corp
Technology
|
1,120,171 | $195,357,822 | 5.35% |
| MSFT |
Microsoft Corp
Technology
|
292,123 | $108,135,170 | 2.96% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
453,861 | $94,525,630 | 2.59% |
| GOOGL |
Alphabet Inc.
Communication Services
|
286,101 | $82,271,203 | 2.25% |
| QQQ |
Invesco Qqq Trust, Series 1
|
139,784 | $80,680,529 | 2.21% |
| XOM |
Exxon Mobil Corp
Energy
|
413,557 | $70,164,080 | 1.92% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
232,028 | $68,253,356 | 1.87% |
| HON |
Honeywell International Inc
Industrials
|
301,881 | $68,234,162 | 1.87% |
| CAT |
Caterpillar Inc
Industrials
|
95,444 | $67,618,256 | 1.85% |
Portfolio Trend
Holdings in AEP
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,684,658 | 28,110 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,849,540 | 24,712 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,769,100 | 42,392 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,753,375 | 26,536 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $3,971,745 | 36,348 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,942,363 | 21,060 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,840,336 | 17,937 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,373,131 | 15,650 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,543,084 | 17,922 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $1,254,361 | 15,444 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,160,945 | 15,434 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,031,365 | 12,249 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $686,428 | 7,544 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $646,229 | 6,806 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $484,033 | 5,599 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $568,252 | 5,923 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $610,492 | 6,119 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $515,670 | 5,796 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $436,342 | 5,375 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $439,106 | 5,191 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $443,150 | 5,232 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $453,405 | 5,445 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $51,326 | 628 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $556,205 | 6,984 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $386,223 | 4,829 | Shares | Sole | 2020-05-15 | |
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