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 PCN
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,374,299 | 199,521 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,351,451 | 184,283 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,397,548 | 179,189 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,233,033 | 175,968 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,252,495 | 165,018 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,849,369 | 137,807 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,672,433 | 117,860 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,457,300 | 110,318 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,336,551 | 95,673 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $1,083,008 | 87,269 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,020,734 | 83,873 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $895,714 | 68,323 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $796,992 | 63,556 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $713,097 | 60,177 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $699,613 | 59,089 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $725,654 | 57,364 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $851,927 | 54,125 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $741,342 | 43,328 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $707,528 | 39,220 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $440,497 | 23,556 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $278,644 | 16,088 | Shares | Sole | 2021-05-06 | |
| 2020-09-30 | $82,420 | 5,280 | Shares | Sole | 2020-11-04 | |
| No 13F history on record for this holder in this stock. | ||||||