Prospera Financial Services Inc

CIK

1541625

City

Dallas

State / Country

TX

Stock

EVT — Eaton Vance Tax-Advantaged Dividend Income Fund

Top Portfolio Positions

784 positions · $3,720,034,321 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
AAPL	Apple Inc. Technology	858,322	$217,833,540	5.86%
NVDA	Nvidia Corp Technology	1,120,171	$195,357,822	5.25%
MSFT	Microsoft Corp Technology	292,123	$108,135,170	2.91%
AMZN	Amazon Com Inc Consumer Cyclical	453,861	$94,525,630	2.54%
GOOGL	Alphabet Inc. Communication Services	286,101	$82,271,203	2.21%
QQQ	Invesco Qqq Trust, Series 1	139,784	$80,680,529	2.17%
XOM	Exxon Mobil Corp Energy	413,557	$70,164,080	1.89%
JPM	Jpmorgan Chase & Co Financial Services	232,028	$68,253,356	1.83%
HON	Honeywell International Inc Industrials	301,881	$68,234,162	1.83%
CAT	Caterpillar Inc Industrials	95,444	$67,618,256	1.82%

Portfolio Trend

25 quarters · across all stocks

Holdings in EVT

Compact Export CSV

Shares Held

Position Value (USD)

12 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$838,333	34,148	+7.3%	Shares	Sole	2026-04-14
2025-12-31	$801,303	31,823	+3.4%	Shares	Sole	2026-02-09
2025-09-30	$752,326	30,770	+14.7%	Shares	Sole	2025-11-06
2025-06-30	$646,265	26,816	-3.5%	Shares	Sole	2025-08-06
2025-03-31	$646,975	27,803	+89.0%	Shares	Sole	2025-05-15
2024-12-31	$353,799	14,711	+51.5%	Shares	Sole	2025-02-13
2022-12-31	$221,410	9,711	-12.1%	Shares	Sole	2023-02-08
2022-09-30	$240,381	11,052	+1527.7%	Shares	Sole	2022-10-27
2022-06-30	$16,207	679	-96.0%	Shares	Sole	2022-08-08
2022-03-31	$494,920	17,078	+40.5%	Shares	Sole	2022-05-04
2021-12-31	$362,127	12,156	+127.2%	Shares	Sole	2022-02-10
2020-09-30	$105,395	5,350	—	Shares	Sole	2020-11-04
No 13F history on record for this holder in this stock.