Prospect Financial Services LLC Top Holdings and 13F Report (2026) About Prospect Financial Services LLCInvestment ActivityProspect Financial Services LLC has $163.80 million in total holdings as of March 31, 2026.Prospect Financial Services LLC owns shares of 104 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 4.29% of the portfolio was purchased this quarter.About 4.44% of the portfolio was sold this quarter.This quarter, Prospect Financial Services LLC has purchased 104 new stocks and bought additional shares in 39 stocks.Prospect Financial Services LLC sold shares of 55 stocks and completely divested from 5 stocks this quarter.Largest Holdings Alphabet $9,872,185Vanguard Long-Term Corporate Bond ETF $9,462,908SL Green Realty $9,317,190Boeing $8,471,917Vanguard S&P 500 ETF $7,529,896 Largest New Holdings this Quarter 166764100 - Chevron $260,731 Holding74762E102 - Quanta Services $213,568 Holding78464A870 - SPDR S&P Biotech ETF $205,136 Holding55825T103 - Madison Square Garden $204,411 Holding717081103 - Pfizer $202,343 Holding Largest Purchases this Quarter Oracle 9,895 shares (about $1.46M)Vanguard S&P 500 ETF 1,272 shares (about $760.10K)Vanguard High Dividend Yield ETF 4,118 shares (about $609.90K)Netflix 6,041 shares (about $580.85K)Schwab U.S. Large-Cap Growth ETF 11,277 shares (about $328.50K) Largest Sales this Quarter Alphabet 4,146 shares (about $1.19M)Vornado Realty Trust 28,456 shares (about $739.58K)UnitedHealth Group 1,817 shares (about $491.79K)Health Care Select Sector SPDR Fund 2,503 shares (about $366.97K)Vanguard Dividend Appreciation ETF 1,537 shares (about $330.55K) Sector Allocation Over TimeMap of 500 Largest Holdings ofProspect Financial Services LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGOOGAlphabet$9,872,185$1,189,309 â–¼-10.8%34,4156.0%Computer and TechnologyVCLTVanguard Long-Term Corporate Bond ETF$9,462,908$240,524 â–¼-2.5%126,6455.8%ManufacturingSLGSL Green Realty$9,317,190$238,115 â–¼-2.5%252,2255.7%FinanceBABoeing$8,471,917$41,995 â–¼-0.5%42,5665.2%AerospaceVOOVanguard S&P 500 ETF$7,529,896$760,101 â–²11.2%12,6014.6%ETFQQQInvesco QQQ$6,594,274$40,403 â–¼-0.6%11,4254.0%FinanceNVDANVIDIA$6,129,014$6,453 â–¼-0.1%35,1433.7%Computer and TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$6,029,940$208,283 â–¼-3.3%72,8693.7%ETFGOOGLAlphabet$5,748,619$214,232 â–¼-3.6%19,9913.5%Computer and TechnologyVTVVanguard Value ETF$5,084,000$93,981 â–¼-1.8%25,9123.1%ETFPALANTIR TECHNOLOGIES INC$4,705,681$327,667 â–²7.5%32,1692.9%CL AAAPLApple$4,598,190$9,136 â–¼-0.2%18,1182.8%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$4,485,779$330,551 â–¼-6.9%20,8582.7%ETFVUGVanguard Growth ETF$3,505,005$51,107 â–¼-1.4%8,0242.1%ETFETEnergy Transfer$3,187,759$58,865 â–¼-1.8%165,1691.9%EnergyIMCGiShares Morningstar Mid-Cap Growth ETF$2,987,155$22,765 â–²0.8%37,9221.8%ETFAMZNAmazon.com$2,884,541$73,311 â–¼-2.5%13,8501.8%Retail/WholesaleXOMExxonMobil$2,846,100$103,495 â–¼-3.5%16,7751.7%EnergyXLVHealth Care Select Sector SPDR Fund$2,734,350$366,975 â–¼-11.8%18,6501.7%ETFVYMVanguard High Dividend Yield ETF$2,659,965$609,896 â–²29.8%17,9601.6%Financial ServicesORCLOracle$2,383,328$1,455,653 â–²156.9%16,2011.5%Computer and TechnologyMETAMeta Platforms$2,320,652$137,889 â–¼-5.6%4,0561.4%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$2,092,628$328,502 â–²18.6%71,8371.3%ETFTSLATesla$2,088,879$74,351 â–²3.7%5,6191.3%Auto/Tires/TrucksSPLGSPDR Portfolio S&P 500 ETF$2,042,974$12,705 â–²0.6%26,6921.2%ETFVNOVornado Realty Trust$1,824,874$739,576 â–¼-28.8%70,2141.1%FinanceMSFTMicrosoft$1,646,315$88,480 â–²5.7%4,4471.0%Computer and TechnologyCAVACAVA Group$1,391,643$270,125 â–²24.1%17,2020.8%Retail/WholesaleSCHDSchwab US Dividend Equity ETF$1,386,912$152,080 â–²12.3%45,2060.8%ETFFHLCFidelity MSCI Health Care Index ETF$1,340,867$205,876 â–¼-13.3%19,0570.8%ETFISHARES BITCOIN TRUST ETF$1,321,771$16,252 â–²1.2%34,4030.8%SHS BEN INTLLYEli Lilly and Company$1,274,039$26,677 â–²2.1%1,3850.8%MedicalFDVVFidelity High Dividend ETF$1,188,451$22,207 â–¼-1.8%21,5140.7%ETFPLAINS ALL AMERN PIPELINE L$1,137,641$3,863 â–¼-0.3%50,9470.7%UNIT LTD PARTNVZVerizon Communications$1,120,944$116,512 â–¼-9.4%22,3300.7%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$989,746$62,154 â–¼-5.9%7,9620.6%ETFSPYSPDR S&P 500 ETF Trust$963,028$54,621 â–¼-5.4%1,4810.6%FinanceVTEBVanguard Tax-Exempt Bond ETF$946,146$158,498 â–²20.1%18,9650.6%ETFNFLXNetflix$906,317$580,847 â–²178.5%9,4260.6%Consumer DiscretionaryIJTiShares S&P Small-Cap 600 Growth ETF$872,196$141,386 â–¼-13.9%6,0270.5%ETFIWYiShares Russell Top 200 Growth ETF$798,290$139,352 â–¼-14.9%3,2080.5%ETFAVGOBroadcom$770,993$43,022 â–²5.9%2,4910.5%Computer and TechnologyMELIMercadoLibre$769,414$8,645 â–²1.1%4450.5%Retail/WholesaleDXJWisdomTree Japan Hedged Equity Fund$759,440$67,555 â–²9.8%4,7890.5%FinanceTSMTaiwan Semiconductor Manufacturing$687,462$38,868 â–²6.0%2,0340.4%Computer and TechnologyGSThe Goldman Sachs Group$684,829$845 â–²0.1%8100.4%FinanceXLKTechnology Select Sector SPDR Fund$654,846$27,911 â–¼-4.1%4,9270.4%ETFKMIKinder Morgan$632,433$1,106 â–²0.2%18,8620.4%EnergySPYVSPDR Portfolio S&P 500 Value ETF$603,419$22,405 â–²3.9%10,6650.4%ETFCRWDCrowdStrike$603,177$18,349 â–¼-3.0%1,5450.4%Computer and TechnologyPFFiShares Preferred and Income Securities ETF$602,231$231,578 â–¼-27.8%19,8630.4%ETFBPBP$587,870$282 â–²0.0%12,5080.4%EnergyIVViShares Core S&P 500 ETF$561,760$8,492 â–¼-1.5%8600.3%ETFVRTVertiv$561,086$67,661 â–¼-10.8%2,2390.3%Computer and TechnologyUBERUber Technologies$555,447$4,028 â–¼-0.7%7,7220.3%Computer and TechnologyCGDVCapital Group Dividend Value ETF$554,257$4,424 â–²0.8%13,0290.3%ETFIUSViShares Core S&P U.S. Value ETF$550,051$281,417 â–²104.8%5,3790.3%ManufacturingDGROiShares Core Dividend Growth ETF$532,860$212,849 â–²66.5%7,5930.3%ETFUNHUnitedHealth Group$508,573$491,792 â–¼-49.2%1,8790.3%MedicalARK ETF TR$496,387$26,360 â–²5.6%7,3440.3%INNOVATION ETFLOWLowe's Companies$458,643$473 â–²0.1%1,9410.3%Retail/WholesaleJPMJPMorgan Chase & Co.$456,123$7,940 â–²1.8%1,5510.3%FinanceVCSHVanguard Short-Term Corporate Bond ETF$445,992$14,903 â–¼-3.2%5,6260.3%ETFPYPLPayPal$442,452$74,903 â–¼-14.5%9,7820.3%Business ServicesVBRVanguard Small-Cap Value ETF$442,161$135,147 â–²44.0%2,0350.3%ETFEMQQEmerging Markets Internet ETF$438,213$32,816 â–²8.1%13,2470.3%ETFARKGARK Genomic Revolution ETF$437,3570.0%16,5540.3%ETFBRK.BBerkshire Hathaway$432,716$39,773 â–¼-8.4%9030.3%FinanceFPEFirst Trust Preferred Securities and Income ETF$431,497$46,398 â–¼-9.7%24,3100.3%ETFPFFDGlobal X U.S. Preferred ETF$409,492$158,240 â–¼-27.9%22,2550.3%ETFVBVanguard Small-Cap ETF$386,857$16,239 â–²4.4%1,4770.2%ETFJ P MORGAN EXCHANGE TRADED F$384,177$42,049 â–²12.3%4,4860.2%JPMORGAN INTL VLEPIWisdomTree India Earnings Fund$354,3070.0%8,6840.2%FinanceINDAiShares MSCI India ETF$347,029$33,115 â–¼-8.7%7,4090.2%ETFIWFiShares Russell 1000 Growth ETF$330,0330.0%7740.2%ETFTAT&T$326,646$28,989 â–¼-8.2%11,2680.2%Computer and TechnologyROCKET LAB CORP$321,935$835 â–²0.3%5,0130.2%COMMSTRStrategy$307,136$62,151 â–¼-16.8%2,4610.2%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$303,819$14,575 â–¼-4.6%3,3560.2%ETFSOSouthern$303,5540.0%3,1450.2%UtilitiesVBKVanguard Small-Cap Growth ETF$301,0470.0%9960.2%ETFAMDAdvanced Micro Devices$297,211$35,600 â–²13.6%1,4610.2%Computer and TechnologyCOSTCostco Wholesale$296,907$8,967 â–¼-2.9%2980.2%Retail/WholesaleYNDXYandex$279,842$15,149 â–²5.7%2,6970.2%Computer and TechnologyJ P MORGAN EXCHANGE TRADED F$267,777$27,154 â–²11.3%4,9800.2%ACTIVE BOND ETFCVXChevron$260,731$260,731 â–²New Holding1,2600.2%EnergyTHE ALGER ETF TRUST$249,017$496 â–¼-0.2%7,5370.2%AI ENABLERS ADOPMCDMcDonald's$240,725$14,288 â–¼-5.6%7750.1%Retail/WholesaleMUBiShares National Muni Bond ETF$238,838$26,538 â–²12.5%2,2500.1%ETFWALMART INC$233,228$9,816 â–¼-4.0%1,8770.1%COMMRVLMarvell Technology$230,195$8,816 â–¼-3.7%2,3240.1%Computer and TechnologyMAMastercard$228,346$8,994 â–¼-3.8%4570.1%Business ServicesQQQMInvesco NASDAQ 100 ETF$226,926$4,990 â–¼-2.2%9550.1%ETFNETCloudflare$218,923$24,348 â–¼-10.0%1,0610.1%Computer and TechnologyHDHome Depot$214,558$6,911 â–¼-3.1%6520.1%Retail/WholesalePWRQuanta Services$213,568$213,568 â–²New Holding3890.1%ConstructionCMGChipotle Mexican Grill$210,466$4,802 â–¼-2.2%6,5750.1%Retail/WholesaleQYLDGlobal X Nasdaq 100 Covered Call ETF$208,562$703 â–¼-0.3%12,1610.1%ManufacturingVVisa$205,363$2,117 â–²1.0%6790.1%Business ServicesXBISPDR S&P Biotech ETF$205,136$205,136 â–²New Holding1,6060.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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