Prospera Financial Services Inc
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 SWBI
Shares Held
Position Value (USD)
13 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $488,352 | 34,079 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $336,320 | 34,075 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $334,908 | 34,070 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $295,684 | 34,065 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $315,584 | 33,861 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $430,584 | 42,590 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $552,104 | 42,535 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $610,296 | 42,559 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $737,765 | 42,498 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $575,635 | 42,451 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $3,610 | 275 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $9,547 | 631 | Shares | Sole | 2022-05-04 | |
| 2020-09-30 | $217,869 | 14,038 | Shares | Sole | 2020-11-04 | |
| No 13F history on record for this holder in this stock. | ||||||