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 UTG
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $738,503 | 18,801 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $701,531 | 19,178 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $763,635 | 19,274 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $705,365 | 19,496 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $575,990 | 17,701 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $417,959 | 13,189 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $357,727 | 10,903 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $274,101 | 10,033 | Shares | Sole | 2024-08-13 | |
| No 13F history on record for this holder in this stock. | ||||||