Prospera Financial Services Inc
Top Portfolio Positions
671 positions ·
$3,487,717,981 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
|
844,258 | $229,519,979 | 6.58% |
| NVDA |
Nvidia Corp
|
1,166,832 | $217,614,168 | 6.24% |
| MSFT |
Microsoft Corp
|
275,124 | $133,055,468 | 3.81% |
| AMZN |
Amazon Com Inc
|
425,315 | $98,171,208 | 2.81% |
| QQQ |
Invesco Qqq Trust, Series 1
|
153,898 | $94,541,080 | 2.71% |
| GOOGL |
Alphabet Inc.
|
286,930 | $89,809,090 | 2.58% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
233,284 | $75,168,770 | 2.16% |
| AVGO |
Broadcom Inc.
|
210,078 | $72,707,995 | 2.08% |
| SPY |
Spdr S&P 500 Etf Trust
|
98,585 | $67,227,083 | 1.93% |
| HON |
Honeywell International Inc
|
301,746 | $58,867,627 | 1.69% |
Portfolio Trend
Holdings in UTF
Export CSVShares Held
Position Value (USD)
24 of 24 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $723,058 | 29,990 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $786,705 | 31,722 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $771,309 | 28,620 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $613,915 | 24,028 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $637,901 | 26,535 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $582,629 | 22,383 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $503,327 | 22,390 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $549,440 | 23,311 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $543,659 | 25,596 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $543,736 | 27,770 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $638,472 | 27,031 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $666,412 | 27,312 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $658,453 | 27,447 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $637,054 | 27,412 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $634,547 | 25,071 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,178,322 | 40,702 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,042,615 | 36,583 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $959,773 | 35,416 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $996,145 | 34,721 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,255,537 | 44,953 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,314,806 | 50,922 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $47,594 | 2,141 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $1,419,711 | 64,386 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,253,053 | 66,475 | Shares | Sole | 2020-05-15 | |
| No quarters match your search. | ||||||