PF

Prospera Financial Services Inc

13F
Prospera Financial Services Inc
Last update 2024-08-13 1124 Stocks (182 new)
Value $3.57 Bil Turnover 17 %
Countries:
Top Holdings: AAPL(3.92%)NVDA(3.52%)MSFT(2.29%)QQQ(1.89%)AMZN(1.51%)
Portfolio Report
Summary Stock Picks Current Portfolio
Prospera Financial Services In... Top Holdings of 2024-06-30 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
664,209
139932.960
-2.20%
3.920
-0.10%
0.000
+7.24%
+21.89%
3554423.148
Hardware
NVDA 		NVIDIA Corp
1,017,678
125726.520
-0.90%
3.520
-0.02%
0.000
+26.62%
+185.35%
3465598.400
Semiconductors
MSFT 		Microsoft Corp
182,941
81818.430
+7.51%
2.290
+0.16%
0.000
+1.41%
+15.50%
3211453.489
Software
QQQ 		INVESCO QQQ Trust
140,669
67431.200
-0.87%
1.890
-0.02%
-
+7.82%
+22.13%
301671.504
 
AMZN 		Amazon.com Inc
279,357
53985.010
+33.29%
1.510
+0.38%
0.000
+4.15%
+25.58%
2002659.117
Retail - Cyclical
SPY 		S&P 500 ETF TRUST ETF
97,963
53326.430
+23.58%
1.490
+0.28%
-
+6.79%
+22.40%
603023.289
 
FV 		First Trust Dorsey Wright Focus 5 ETF
906,578
51920.460
-9.88%
1.450
-0.17%
-
+5.51%
+14.86%
3830.887
 
XOM 		Exxon Mobil Corp
419,042
48247.080
+6.51%
1.350
+0.08%
0.010
+1.83%
+20.32%
521054.701
Oil & Gas
RDVY 		First Trust NASDAQ Rising Dividend Achievers ETF
863,996
47318.740
+10.18%
1.320
+0.12%
-
+3.53%
+15.64%
12296.550
 
FTSM 		First Trust Enhanced Short Maturity ETF
637,222
37990.030
-35.52%
1.060
-0.70%
-
+0.17%
+0.62%
6198.081
 

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 ETF2024-06-30Reduce
-0.70%
●
59.55 ($59.7) 59.81
$60.03
0.55%
Reduce -35.52%
637,222
-351,072
FIXD 		First Trust TCW Opportunistic Fixed Income ETF2024-06-30Add
+0.50%
●
42.01 ($42.87) 43.6
$43.78
2.12%
Add 95.63%
856,655
418,770
CAT 		Caterpillar Inc2024-06-30Add
+0.47%
●
321.47 ($346.74) 379.3
$387.51
11.76%
Add 137.44%
88,327
51,127
AMZN 		Amazon.com Inc2024-06-30Add
+0.38%
●
173.67 ($183.7) 197.85
$190.81
3.87%
Add 33.29%
279,357
69,776
FTGS 		First Trust Growth Strength ETF2024-06-30New Buy
+0.33%
●
28.64 ($29.99) 30.99
$31.44
4.83%
New holding
385,123
385,123
RLI 		RLI Corp2024-06-30New Buy
+0.32%
●
135.7 ($143.14) 148.77
$155.97
8.96%
New holding
80,875
80,875
SPY 		S&P 500 ETF TRUST ETF2024-06-30Add
+0.28%
●
495.16 ($523.39) 548.49
$581.77
11.15%
Add 23.58%
97,963
18,693
VTV 		Vanguard Value ETF2024-06-30Reduce
-0.27%
●
154.57 ($159.83) 163.65
$173.42
8.50%
Reduce -27.02%
146,003
-54,046
LLY 		Eli Lilly and Co2024-06-30Add
+0.26%
●
724.87 ($799.92) 909.04
$903.58
12.96%
Add 83.82%
22,987
10,482
IYE 		iShares U.S. Energy ETF2024-06-30Reduce
-0.26%
●
46.21 ($48.83) 51.17
$46.22
-5.35%
Reduce -83.77%
34,414
-177,615

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 2024-06-30

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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