Prospera Financial Services Inc
Top Portfolio Positions
783 positions ·
$3,652,926,195 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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 PBYI
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,105,795 | 173,051 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,103,701 | 185,496 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,006,876 | 189,619 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $655,966 | 191,244 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $545,400 | 184,257 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $542,579 | 177,895 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $430,656 | 168,885 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $487,598 | 149,570 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $783,297 | 147,792 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $620,129 | 143,217 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $323,205 | 122,892 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $382,821 | 108,448 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $309,222 | 100,072 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $373,602 | 88,322 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $194,925 | 82,247 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $209,258 | 73,424 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $171,878 | 59,680 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $109,537 | 36,032 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $247,873 | 35,360 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $236,339 | 25,745 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $211,584 | 21,768 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $193,175 | 18,828 | Shares | Sole | 2021-02-12 | |
| 2020-06-30 | $127,099 | 12,186 | Shares | Sole | 2020-08-10 | |
| No 13F history on record for this holder in this stock. | ||||||