Prospera Financial Services Inc
Top Portfolio Positions
784 positions ·
$3,707,438,328 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
858,322 | $217,833,540 | 5.88% | |
| NVDA |
Nvidia Corp
Technology
|
1,120,171 | $195,357,822 | 5.27% | |
| MSFT |
Microsoft Corp
Technology
|
292,123 | $108,135,170 | 2.92% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
453,861 | $94,525,630 | 2.55% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
286,101 | $82,271,203 | 2.22% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
139,784 | $80,680,529 | 2.18% | |
| XOM |
Exxon Mobil Corp
Energy
|
413,557 | $70,164,080 | 1.89% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
232,028 | $68,253,356 | 1.84% | |
| HON |
Honeywell International Inc
Industrials
|
301,881 | $68,234,162 | 1.84% | |
| CAT |
Caterpillar Inc
Industrials
|
95,444 | $67,618,256 | 1.82% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BMEZ
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $171,099 | 11,915 | Shares | Sole | 2026-04-14 | |
| 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 | |
| No 13F history on record for this holder in this stock. | ||||||