Prospera Financial Services Inc

CIK

1541625

City

Dallas

State / Country

Stock

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%

31 quarters · across all stocks

Compact Export CSV

23 of 23 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$195,580	18,556	-2.1%	Shares	Sole	2026-04-14
2025-12-31	$211,125	18,952	+0.6%	Shares	Sole	2026-02-09
2025-09-30	$215,598	18,846	+0.6%	Shares	Sole	2025-11-06
2025-06-30	$227,116	18,739	+7.3%	Shares	Sole	2025-08-06
2025-03-31	$213,970	17,467	+13.2%	Shares	Sole	2025-05-15
2024-12-31	$197,593	15,437	+3.9%	Shares	Sole	2025-02-13
2024-09-30	$189,350	14,851	+8.0%	Shares	Sole	2024-11-07
2024-06-30	$179,928	13,756	+0.7%	Shares	Sole	2024-08-13
2024-03-31	$178,002	13,661	-17.9%	Shares	Sole	2024-08-13
2023-12-31	$210,776	16,649	+0.7%	Shares	Sole	2024-02-14
2023-09-30	$200,238	16,535	-6.2%	Shares	Sole	2023-11-13
2023-06-30	$207,082	17,624	+0.6%	Shares	Sole	2023-08-08
2023-03-31	$198,546	17,524	+0.5%	Shares	Sole	2023-05-12
2022-12-31	$190,826	17,443	-36.3%	Shares	Sole	2023-02-08
2022-09-30	$304,414	27,400	-19.2%	Shares	Sole	2022-10-27
2022-06-30	$415,953	33,900	+21.5%	Shares	Sole	2022-08-08
2022-03-31	$374,139	27,900	0.0%	Shares	Sole	2022-05-04
2021-12-31	$411,804	27,900	+7.7%	Shares	Sole	2022-02-10
2021-09-30	$378,399	25,900	0.0%	Shares	Sole	2021-11-12
2021-06-30	$366,485	25,900	-1.2%	Shares	Sole	2021-08-16
2021-03-31	$361,642	26,225	0.0%	Shares	Sole	2021-05-06
2020-12-31	$333,844	26,225	+14.5%	Shares	Sole	2021-02-12
2020-06-30	$259,228	22,900	—	Shares	Sole	2020-08-10
No quarters match your search.