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 BST
Shares Held
Position Value (USD)
17 of 17 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $607,481 | 16,712 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $666,072 | 16,430 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $656,341 | 15,869 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $560,526 | 14,685 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $482,313 | 14,620 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $486,503 | 13,307 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $495,309 | 13,976 | Shares | Sole | 2024-11-07 | |
| 2023-03-31 | $440,761 | 13,629 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $382,824 | 13,494 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $393,016 | 13,377 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $427,211 | 13,149 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $561,341 | 12,973 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $605,486 | 12,117 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $469,492 | 9,001 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $238,836 | 4,008 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $212,283 | 3,971 | Shares | Sole | 2021-05-06 | |
| 2020-09-30 | $42,539 | 1,000 | Shares | Sole | 2020-11-04 | |
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