PF

Prospera Financial Services Inc

13F
Prospera Financial Services Inc
Last update 2024-11-07 1111 Stocks (73 new)
Value $3.91 Bil Turnover 12 %
Countries:
Top Holdings: AAPL(4.27%)NVDA(3.35%)MSFT(2.28%)SPY(1.85%)QQQ(1.75%)
Portfolio Report
Summary Stock Picks Current Portfolio
Prospera Financial Services In... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
717,149
167139.900
+7.97%
4.270
+0.32%
0.000
+2.43%
-7.03%
3532870.150
Hardware
NVDA 		NVIDIA Corp
1,080,006
131158.250
+6.12%
3.350
+0.19%
0.000
-1.99%
-1.63%
3234149.400
Semiconductors
MSFT 		Microsoft Corp
206,981
89116.710
+13.14%
2.280
+0.26%
0.000
-0.16%
-1.58%
3080940.242
Software
SPY 		S&P 500 ETF TRUST ETF
126,242
72449.130
+28.87%
1.850
+0.41%
0.010
+0.34%
-1.10%
619298.849
 
QQQ 		INVESCO QQQ Trust
140,340
68528.650
-0.23%
1.750
0%
0.020
+1.79%
-1.92%
315403.770
 
AMZN 		Amazon.com Inc
328,967
61295.050
+17.76%
1.570
+0.24%
0.000
+15.40%
-0.68%
2296268.107
Retail - Cyclical
RDVY 		First Trust NASDAQ Rising Dividend Achievers ETF
890,380
52736.120
+3.05%
1.350
+0.04%
0.430
-0.66%
+0.49%
12790.450
 
XOM 		Exxon Mobil Corp
439,793
51560.120
+4.95%
1.320
+0.06%
0.010
-10.63%
+1.85%
481548.534
Oil & Gas
FV 		First Trust Dorsey Wright Focus 5 ETF
850,925
49588.210
-6.14%
1.270
-0.09%
1.320
-1.77%
-1.29%
3775.509
 
PG 		Procter & Gamble Co
227,112
39353.420
+3.13%
1.010
+0.03%
0.010
-6.32%
-4.96%
375252.350
Consumer Packaged Goods

Prospera Financial Services Inc's Historical Top Holdings Breakdowns

Prospera Financial Services Inc's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
FTSM 		First Trust Enhanced Short Maturity ETF2023-06-30Reduce
-1.84%
●
58.61 ($58.92) 59.19
$59.80
1.50%
Reduce -53.14%
662,116
-750,843
FV 		First Trust Dorsey Wright Focus 5 ETF2023-06-30Add
+1.31%
●
42.98 ($44.56) 46.91
$58.27
30.77%
Add 72.23%
1,737,932
728,882
FV 		First Trust Dorsey Wright Focus 5 ETF2023-12-31Reduce
-1.18%
●
41.2 ($46.19) 52.34
$58.27
26.15%
Reduce -40.6%
1,005,960
-687,603
SPYG 		SPDR Portfolio S&P 500 Growth ETF2024-09-30Reduce
-0.76%
●
73.38 ($79.93) 84.1
$86.90
8.72%
Reduce -98.05%
6,780
-340,963
IFV 		First Trust Dorsey Wright International Focus 52023-09-30Reduce
-0.73%
●
17.7 ($18.25) 18.87
$18.59
1.86%
Reduce -84.31%
197,123
-1,059,001
FTSM 		First Trust Enhanced Short Maturity ETF2024-06-30Reduce
-0.70%
●
59.55 ($59.7) 59.81
$59.80
0.18%
Reduce -35.52%
637,222
-351,072
SPYG 		SPDR Portfolio S&P 500 Growth ETF2023-06-30Add
+0.66%
●
54.59 ($57.1) 61.01
$86.90
52.18%
Add 315.06%
372,893
283,052
SPYV 		SPDR Portfolio S&P 500 Value ETF2024-09-30Add
+0.65%
●
48.51 ($50.89) 52.86
$50.66
-0.46%
Add 847.02%
538,683
481,801
XOM 		Exxon Mobil Corp2023-12-31Add
+0.58%
●
98.05 ($105.1) 115.83
$109.56
4.25%
Add 80.91%
393,419
175,958
MSFT 		Microsoft Corp2023-03-31Add
+0.53%
●
222.31 ($255.08) 288.3
$414.39
62.45%
Add 40.12%
154,838
44,334

Prospera Financial Services Inc Total Holding History ($B)

To

Prospera Financial Services Inc's Asset Allocation

To

Prospera Financial Services Inc Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Prospera Financial Services Inc's Hypothetical Growth since 2024-09-30

Prospera Financial Services Inc's Yearly Returns

Year Portfolio % % Excess Gain %

Prospera Financial Services Inc's Holdings Heat Map

Size field:

Prospera Financial Services Inc's Holdings Bubble Chart

Prospera Financial Services Inc News

  • 1

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