Prospera Financial Services Inc Top Holdings and 13F Report (2025) About Prospera Financial Services IncInvestment ActivityProspera Financial Services Inc has $5.37 billion in total holdings as of June 30, 2025.Prospera Financial Services Inc owns shares of 1,313 different stocks, but just 286 companies or ETFs make up 80% of its holdings.Approximately 17.72% of the portfolio was purchased this quarter.About 5.44% of the portfolio was sold this quarter.This quarter, Prospera Financial Services Inc has purchased 1,167 new stocks and bought additional shares in 684 stocks.Prospera Financial Services Inc sold shares of 389 stocks and completely divested from 44 stocks this quarter.Largest Holdings Apple $170,840,208NVIDIA $163,706,429Microsoft $126,822,135Amazon.com $95,969,687Berkshire Hathaway $77,981,480 Largest New Holdings this Quarter 422806109 - Heico $21,181,407 Holding05464C101 - Axon Enterprise $8,486,567 Holding874054109 - Take-Two Interactive Software $8,402,106 Holding893641100 - Transdigm Group $7,615,309 Holding38150K103 - Goldman Sachs Physical Gold ETF $6,505,155 Holding Largest Purchases this Quarter Berkshire Hathaway 118,224 shares (about $57.43M)iShares Russell 1000 Growth ETF 74,499 shares (about $31.64M)Heico 64,576 shares (about $21.18M)Enterprise Products Partners 666,967 shares (about $20.68M)Alphabet 110,538 shares (about $19.61M) Largest Sales this Quarter iShares Russell 1000 Value ETF 146,876 shares (about $28.56M)iShares U.S. Industrials ETF 87,827 shares (about $12.50M)Caterpillar 30,557 shares (about $11.87M)Broadcom 39,470 shares (about $10.88M)iShares U.S. Technology ETF 61,939 shares (about $10.73M) Sector Allocation Over TimeMap of 500 Largest Holdings ofProspera Financial Services Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$170,840,208$8,611,347 ▲5.3%832,4433.2%Computer and TechnologyNVDANVIDIA$163,706,429$1,845,395 ▼-1.1%1,036,1423.0%Computer and TechnologyMSFTMicrosoft$126,822,135$9,424,890 ▲8.0%254,7912.4%Computer and TechnologyAMZNAmazon.com$95,969,687$12,138,264 ▲14.5%437,4441.8%Retail/WholesaleBRK.BBerkshire Hathaway$77,981,480$57,429,562 ▲279.4%160,5321.5%FinanceQQQInvesco QQQ$75,537,632$4,464,727 ▼-5.6%136,8221.4%FinanceSPYSPDR S&P 500 ETF Trust$69,786,733$5,520,183 ▲8.6%112,8941.3%FinanceRDVYFirst Trust Rising Dividend Achievers ETF$66,538,886$6,557,351 ▲10.9%1,060,1411.2%ManufacturingJPMJPMorgan Chase & Co.$64,523,843$12,673,399 ▲24.4%222,4891.2%FinanceAVGOBroadcom$63,781,184$10,882,665 ▼-14.6%231,3261.2%Computer and TechnologyIVViShares Core S&P 500 ETF$58,486,369$16,196,025 ▲38.3%94,1321.1%ETFMETAMeta Platforms$49,382,650$4,218,960 ▲9.3%66,8820.9%Computer and TechnologyXOMExxon Mobil$48,270,032$671,384 ▼-1.4%447,6980.9%EnergyFVFirst Trust Dorsey Wright Focus 5 ETF$48,139,451$1,287,747 ▲2.7%812,2510.9%ManufacturingIWFiShares Russell 1000 Growth ETF$44,600,518$31,642,294 ▲244.2%105,0080.8%ETFWMTWalmart$44,035,451$10,906,623 ▲32.9%450,3060.8%Retail/WholesaleCGGRCapital Group Growth ETF$43,676,557$3,441,421 ▲8.6%1,074,3170.8%ETFGOOGAlphabet$42,879,267$19,610,618 ▲84.3%241,6950.8%Computer and TechnologyGOOGLAlphabet$41,973,123$4,173,268 ▲11.0%238,1040.8%Computer and TechnologyCGDVCapital Group Dividend Value ETF$41,353,974$2,096,259 ▲5.3%1,047,1760.8%ETFPGProcter & Gamble$38,984,592$392,731 ▲1.0%244,5900.7%Consumer StaplesFVDFirst Trust Value Line Dividend Index Fund$36,790,622$746,425 ▼-2.0%822,7340.7%ETFPALANTIR TECHNOLOGIES INC$36,668,759$5,623,354 ▲18.1%268,9960.7%CL ASSUSDay Hagan Smart Sector ETF$35,608,113$1,065,649 ▼-2.9%791,8230.7%ETFBXBlackstone$35,587,058$116,233 ▲0.3%237,8950.7%FinanceLLYEli Lilly and Company$35,060,906$13,803,531 ▲64.9%44,9630.7%MedicalVUGVanguard Growth ETF$33,571,562$7,788,722 ▲30.2%76,5290.6%ETFVVisa$31,747,701$7,757,873 ▲32.3%89,3640.6%Business ServicesJEPIJPMorgan Equity Premium Income ETF$30,917,404$1,954,576 ▲6.7%543,6950.6%ETFIBMInternational Business Machines$30,633,241$1,010,315 ▲3.4%103,8780.6%Computer and TechnologyGLDSPDR Gold Shares$30,607,509$3,094,891 ▲11.2%100,4100.6%FinanceEPDEnterprise Products Partners$30,394,563$20,683,904 ▲213.0%980,0940.6%EnergyCOSTCostco Wholesale$29,582,708$2,037,693 ▲7.4%29,8630.6%Retail/WholesaleSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$29,436,240$1,044,029 ▲3.7%834,0880.5%ETFCATCaterpillar$29,145,434$11,866,716 ▼-28.9%75,0500.5%IndustrialsNFLXNetflix$27,466,137$3,941,335 ▲16.8%20,5090.5%Consumer DiscretionaryFPEFirst Trust Preferred Securities and Income ETF$27,343,892$5,649,587 ▼-17.1%1,536,0260.5%ETFVOOVanguard S&P 500 ETF$27,303,313$8,891,158 ▼-24.6%47,9880.5%ETFNVONovo Nordisk A/S$26,091,181$18,988,556 ▲267.3%378,0060.5%MedicalVTVVanguard Value ETF$25,311,803$1,333,782 ▼-5.0%143,1470.5%ETFVTIVanguard Total Stock Market ETF$25,141,521$189,734 ▼-0.7%82,6860.5%ETFFIXDFirst Trust TCW Opportunistic Fixed Income ETF$23,428,220$2,557,852 ▲12.3%533,6870.4%ManufacturingLMBSFirst Trust Low Duration Opportunities ETF$21,848,541$3,453,437 ▼-13.6%443,3370.4%ManufacturingCVXChevron$21,226,471$779,221 ▲3.8%148,1890.4%EnergyFTCSFirst Trust Capital Strength ETF$21,199,439$305,108 ▲1.5%232,9030.4%ETFHEIHeico$21,181,407$21,181,407 ▲New Holding64,5760.4%AerospaceFTSMFirst Trust Enhanced Short Maturity ETF$21,163,459$2,145,247 ▲11.3%353,3250.4%ManufacturingBUFRFT Vest Laddered Buffer ETF$21,126,828$572,107 ▲2.8%664,3730.4%ETFMOATVanEck Morningstar Wide Moat ETF$20,946,980$52,429 ▼-0.2%223,3390.4%ETFHDHome Depot$20,842,535$1,243,109 ▲6.3%56,7880.4%Retail/WholesaleLINDE PLC$20,838,545$13,367,645 ▲178.9%44,4000.4%SHSMGKVanguard Mega Cap Growth ETF$20,666,854$109,866 ▲0.5%56,4330.4%ETFAXPAmerican Express$19,826,775$1,609,585 ▲8.8%62,1440.4%FinanceCGGOCapital Group Global Growth Equity ETF$19,686,277$980,043 ▲5.2%615,5710.4%ETFPDPInvesco Dorsey Wright Momentum ETF$19,403,989$212,073 ▲1.1%178,6930.4%ETFFIRST TR EXCHANGE-TRADED FD$19,065,225$5,611,980 ▲41.7%905,1530.4%CORE INVESTMENTMCDMcDonald's$19,011,425$419,436 ▼-2.2%65,0430.4%Retail/WholesaleBACBank of America$18,901,076$656,883 ▲3.6%399,4100.4%FinanceSPLVInvesco S&P 500 Low Volatility ETF$18,835,503$2,247,633 ▲13.5%258,6450.4%ETFETEnergy Transfer$18,794,721$10,453,786 ▲125.3%1,036,6110.4%EnergyCOWZPacer US Cash Cows 100 ETF$18,655,086$594,712 ▼-3.1%338,3380.3%ETFSMHVanEck Semiconductor ETF$17,535,636$1,586,010 ▲9.9%62,8780.3%ManufacturingIAUiShares Gold Trust$17,249,141$14,185,792 ▲463.1%276,6080.3%FinanceRDVIFT Vest Rising Dividend Achievers Target Income ETF$16,890,339$2,536,725 ▲17.7%683,3040.3%ETFAMLPAlerian MLP ETF$16,697,610$326,613 ▲2.0%341,7100.3%ETFORCLOracle$16,665,120$4,272,883 ▲34.5%76,2100.3%Computer and TechnologyWFCWells Fargo & Company$16,659,651$3,291,162 ▲24.6%207,9190.3%FinanceABBVAbbVie$16,565,377$277,867 ▼-1.6%89,1860.3%MedicalLHXL3Harris Technologies$16,180,816$4,265,913 ▲35.8%64,4970.3%AerospaceHONHoneywell International$16,164,835$664,401 ▲4.3%69,3890.3%Multi-Sector ConglomeratesMAMastercard$15,938,686$9,918,442 ▲164.8%28,3390.3%Business ServicesDGROiShares Core Dividend Growth ETF$15,667,827$3,513,833 ▲28.9%244,9630.3%ETFTSLATesla$15,641,162$4,383,769 ▲38.9%49,2380.3%Auto/Tires/TrucksABTAbbott Laboratories$15,561,222$531,377 ▼-3.3%114,3860.3%MedicalFTGSFirst Trust Growth Strength ETF$15,548,865$67,220 ▼-0.4%454,7620.3%ETFLOWLowe's Companies$15,421,175$987,296 ▲6.8%69,4760.3%Retail/WholesaleAGGiShares Core U.S. Aggregate Bond ETF$15,060,959$94,567 ▲0.6%151,7770.3%FinancePEPPepsiCo$14,784,120$1,736,131 ▼-10.5%111,9370.3%Consumer StaplesUNPUnion Pacific$14,695,115$7,201,299 ▲96.1%63,8510.3%TransportationCGMSCapital Group U.S. Multi-Sector Income ETF$14,519,017$97,557 ▼-0.7%525,6560.3%ETFETNEaton$14,311,096$599,866 ▲4.4%40,0800.3%IndustrialsDIASPDR Dow Jones Industrial Average ETF Trust$14,294,189$1,511,686 ▲11.8%32,4050.3%FinanceCRMSalesforce$14,233,802$5,866,657 ▼-29.2%52,1880.3%Computer and TechnologyTLTiShares 20+ Year Treasury Bond ETF$14,064,088$1,139,692 ▼-7.5%159,3620.3%ETFSPROTT PHYSICAL SILVER TR$14,045,409$7,102,643 ▲102.3%1,147,5120.3%TR UNITMSTRStrategy$13,787,236$9,584,126 ▲228.0%34,1080.3%Computer and TechnologyJNJJohnson & Johnson$13,628,451$321,058 ▼-2.3%89,1420.3%MedicalGDXVanEck Gold Miners ETF$13,307,110$2,166,727 ▼-14.0%255,6000.2%ETFCRWDCrowdStrike$13,300,537$7,423,650 ▲126.3%26,1150.2%Computer and TechnologyUNHUnitedHealth Group$13,128,772$4,968,622 ▲60.9%42,0660.2%MedicalUBERUber Technologies$12,970,427$1,874,443 ▲16.9%139,0220.2%Computer and TechnologyRFDARiverFront Dynamic US Dividend Advantage ETF$12,759,574$1,291,533 ▼-9.2%219,9550.2%ETFIEFiShares 7-10 Year Treasury Bond ETF$12,707,671$2,204,554 ▼-14.8%132,6880.2%ETFIYCiShares U.S. Consumer Discretionary ETF$12,692,722$7,798,136 ▼-38.1%127,3840.2%ETFCPCanadian Pacific Kansas City$12,659,283$12,248,574 ▲2,982.3%159,6940.2%TransportationITAiShares U.S. Aerospace & Defense ETF$12,602,245$321,335 ▲2.6%66,7890.2%ETFVOVanguard Mid-Cap ETF$12,429,782$3,570,742 ▲40.3%44,3550.2%ETFSPROTT PHYSICAL GOLD TR$12,239,926$4,077,043 ▲49.9%482,8430.2%UNITFDLFirst Trust Morningstar Dividend Leaders Index Fund$12,210,721$218,045 ▲1.8%291,3730.2%ETFTCAFT. Rowe Price Capital Appreciation Equity ETF$11,899,196$76,884 ▲0.7%337,0870.2%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. 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