Prospera Financial Services Inc

CIK

1541625

City

Dallas

State / Country

Stock

T — At&T Inc.

Top Portfolio Positions

782 positions · $3,652,087,862 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AAPL	Apple Inc. Technology	858,322	$217,833,540	5.96%
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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%

31 quarters · across all stocks

Compact Export CSV

25 of 25 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$8,288,675	285,915	-0.1%	Shares	Sole	2026-04-14
2025-12-31	$7,107,866	286,146	-18.2%	Shares	Sole	2026-02-09
2025-09-30	$9,881,345	349,906	+6.2%	Shares	Sole	2025-11-06
2025-06-30	$9,531,880	329,367	+1.0%	Shares	Sole	2025-08-06
2025-03-31	$9,220,439	326,041	+10.7%	Shares	Sole	2025-05-15
2024-12-31	$6,705,218	294,476	+4.6%	Shares	Sole	2025-02-13
2024-09-30	$6,196,146	281,643	+25.4%	Shares	Sole	2024-11-07
2024-06-30	$4,292,029	224,596	+16.4%	Shares	Sole	2024-08-13
2024-03-31	$3,395,779	192,942	-37.7%	Shares	Sole	2024-08-13
2023-12-31	$5,200,826	309,942	+7.5%	Shares	Sole	2024-02-14
2023-09-30	$4,332,413	288,443	+48.9%	Shares	Sole	2023-11-13
2023-06-30	$3,088,988	193,667	+5.9%	Shares	Sole	2023-08-08
2023-03-31	$3,519,824	182,848	+1.3%	Shares	Sole	2023-05-12
2022-12-31	$3,321,808	180,435	+4.6%	Shares	Sole	2023-02-08
2022-09-30	$2,646,748	172,539	+11.5%	Shares	Sole	2022-10-27
2022-06-30	$3,244,566	154,798	+6.2%	Shares	Sole	2022-08-08
2022-03-31	$2,600,526	145,709	-11.9%	Shares	Sole	2022-05-04
2021-12-31	$3,073,705	165,430	-19.7%	Shares	Sole	2022-02-10
2021-09-30	$4,203,420	206,047	+4.4%	Shares	Sole	2021-11-12
2021-06-30	$4,290,292	197,371	-32.7%	Shares	Sole	2021-08-16
2021-03-31	$6,701,570	293,125	+8.8%	Shares	Sole	2021-05-06
2020-12-31	$5,850,586	269,338	+494.8%	Shares	Sole	2021-02-12
2020-09-30	$975,130	45,285	-82.3%	Shares	Sole	2020-11-04
2020-06-30	$5,828,743	255,285	-10.0%	Shares	Sole	2020-08-10
2020-03-31	$6,245,030	283,651	—	Shares	Sole	2020-05-15
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