Prospera Financial Services Inc
Top Portfolio Positions
671 positions ·
$3,487,717,981 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
844,258 | $229,519,979 | 6.58% |
| NVDA |
Nvidia Corp
Technology
|
1,166,832 | $217,614,168 | 6.24% |
| MSFT |
Microsoft Corp
Technology
|
275,124 | $133,055,468 | 3.81% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
425,315 | $98,171,208 | 2.81% |
| QQQ |
Invesco Qqq Trust, Series 1
|
153,898 | $94,541,080 | 2.71% |
| GOOGL |
Alphabet Inc.
Communication Services
|
286,930 | $89,809,090 | 2.58% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
233,284 | $75,168,770 | 2.16% |
| AVGO |
Broadcom Inc.
Technology
|
210,078 | $72,707,995 | 2.08% |
| SPY |
Spdr S&P 500 Etf Trust
|
98,585 | $67,227,083 | 1.93% |
| HON |
Honeywell International Inc
Industrials
|
301,746 | $58,867,627 | 1.69% |
Portfolio Trend
Holdings in BMEZ
Export CSVShares Held
Position Value (USD)
5 of 5 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $179,320 | 11,915 | Shares | Sole | 2026-02-09 | |
| 2022-06-30 | $129,468 | 7,880 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $166,036 | 8,277 | Shares | Sole | 2022-05-04 | |
| 2021-09-30 | $228,196 | 8,458 | Shares | Sole | 2021-11-12 | |
| 2020-09-30 | $2,623 | 110 | Shares | Sole | 2020-11-04 | |
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