Prospera Financial Services Inc
CIK
1541625
City
Dallas
State / Country
TX
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 RQI
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,580,526 | 131,164 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,456,963 | 127,580 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,486,835 | 119,233 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,438,821 | 115,568 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,447,527 | 115,249 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,432,263 | 117,015 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,241,008 | 87,580 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,005,274 | 86,068 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,051,962 | 87,083 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $1,069,763 | 87,399 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $764,262 | 75,520 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $828,344 | 71,409 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $862,793 | 72,382 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $937,112 | 81,488 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $908,178 | 80,727 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,089,523 | 80,171 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,459,776 | 87,255 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,504,516 | 82,575 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $940,860 | 63,145 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,047,040 | 66,648 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,413,729 | 101,561 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,043,187 | 84,128 | Shares | Sole | 2021-02-12 | |
| 2020-06-30 | $718,341 | 65,722 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $198,509 | 21,959 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||