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Prospera Financial Services Inc Top Holdings and 13F Report (2026)

About Prospera Financial Services Inc

Investment Activity

  • Prospera Financial Services Inc has $6.21 billion in total holdings as of March 31, 2026.
  • Prospera Financial Services Inc owns shares of 1,417 different stocks, but just 297 companies or ETFs make up 80% of its holdings.
  • Approximately 10.01% of the portfolio was purchased this quarter.
  • About 6.66% of the portfolio was sold this quarter.
  • This quarter, Prospera Financial Services Inc has purchased 1,359 new stocks and bought additional shares in 682 stocks.
  • Prospera Financial Services Inc sold shares of 523 stocks and completely divested from 95 stocks this quarter.

Largest Holdings

Apple
$217,900,628
NVIDIA
$195,366,757
Microsoft
$108,203,079
Amazon.com
$94,524,587
Alphabet
$82,293,874

Largest New Holdings this Quarter

G0593M107 - AstraZeneca
$10,932,404 Holding
464286608 - iShares MSCI Eurozone ETF
$4,867,667 Holding
92206C102 - Vanguard Short-Term Treasury ETF
$4,495,784 Holding
N3168P101 - FERROVIAL SE
$4,477,981 Holding
60770K107 - Moderna
$3,943,022 Holding

Largest Purchases this Quarter

Johnson & Johnson
82,449 shares (about $20.16M)
Netflix
194,742 shares (about $18.72M)
iShares U.S. Oil Equipment & Services ETF
413,778 shares (about $11.98M)
iShares Semiconductor ETF
34,786 shares (about $11.43M)
AstraZeneca
55,430 shares (about $10.93M)

Largest Sales this Quarter

iShares Silver Trust
212,629 shares (about $14.49M)
International Business Machines
48,937 shares (about $11.87M)
First Trust Growth Strength ETF
250,286 shares (about $8.52M)
Invesco QQQ
14,114 shares (about $8.15M)
NVIDIA
46,661 shares (about $8.14M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofProspera Financial Services Inc

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$217,900,628$3,570,402 1.7%858,3223.5%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$195,366,757$8,138,051 -4.0%1,120,1713.1%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$108,203,079$6,296,471 6.2%292,1231.7%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$94,524,587$5,945,210 6.7%453,8611.5%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$82,293,874$238,453 -0.3%286,1011.3%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$80,755,803$8,153,919 -9.2%139,7841.3%Finance
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$79,989,455$3,903,907 5.1%1,171,0621.3%Manufacturing
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$70,176,102$676,890 -1.0%413,5571.1%Energy
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$68,282,049$369,620 -0.5%232,0281.1%Finance
Honeywell International Inc. stock logo
HON
Honeywell International
$68,239,824$30,517 0.0%301,8811.1%Multi-Sector Conglomerates
Alphabet Inc. stock logo
GOOG
Alphabet
$67,821,925$3,523,224 -4.9%236,3511.1%Computer and Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$67,636,611$4,956,314 7.9%95,4441.1%Industrials
Broadcom Inc. stock logo
AVGO
Broadcom
$67,536,323$2,490,336 3.8%218,1211.1%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$67,106,904$7,064,717 -9.5%140,0421.1%Finance
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$60,597,892$3,574,959 -5.6%93,0931.0%Finance
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$57,895,269$5,341,648 10.2%1,440,3780.9%ETF
WALMART INC
$53,595,390$607,328 -1.1%431,1790.9%COM
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$52,325,098$348,455 -0.7%80,0370.8%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$49,760,792$5,386,832 12.1%86,9340.8%Computer and Technology
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$49,731,653$2,018,277 4.2%1,169,0510.8%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$46,481,804$18,724,099 67.5%483,4390.7%Consumer Discretionary
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$44,463,907$2,984,914 -6.3%103,3350.7%Finance
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$44,025,507$5,751,660 -11.6%47,8400.7%Medical
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$42,632,612$20,162,656 89.7%174,3330.7%Medical
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$38,569,323$933,809 -2.4%180,4950.6%ETF
First Trust Dorsey Wright Focus 5 ETF stock logo
FV
First Trust Dorsey Wright Focus 5 ETF
$38,175,756$4,618,847 -10.8%631,5780.6%Manufacturing
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$35,971,246$691,760 -1.9%248,9220.6%Consumer Staples
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$35,628,060$994,072 -2.7%941,4950.6%Energy
Micron Technology, Inc. stock logo
MU
Micron Technology
$34,853,579$103,724 0.3%103,1590.6%Computer and Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$34,101,850$1,891,221 5.9%56,9620.5%ETF
First Trust SMID Cap Rising Dividend Achievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$33,627,177$4,245,051 14.4%852,5120.5%ETF
SPROTT ASSET MANAGEMENT LP
$32,745,197$4,449,885 -12.0%1,342,5730.5%PHYSICAL SILVER
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$31,142,399$1,306,980 -4.0%71,2450.5%ETF
Chevron Corporation stock logo
CVX
Chevron
$30,818,432$607,424 -1.9%148,9110.5%Energy
PALANTIR TECHNOLOGIES INC
$29,159,286$4,117,278 -12.4%199,3420.5%CL A
First Trust Value Line Dividend Index Fund stock logo
FVD
First Trust Value Line Dividend Index Fund
$29,001,282$571,835 -1.9%616,5060.5%ETF
Visa Inc. stock logo
V
Visa
$28,834,792$860,713 3.1%95,3440.5%Business Services
Blackstone Inc. stock logo
BX
Blackstone
$28,593,284$1,330,196 4.9%248,6390.5%Finance
Day Hagan Smart Sector ETF stock logo
SSUS
Day Hagan Smart Sector ETF
$28,319,342$3,452,004 -10.9%606,6010.5%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$26,927,940$1,298,231 5.1%137,1670.4%ETF
First Trust Preferred Securities and Income ETF stock logo
FPE
First Trust Preferred Securities and Income ETF
$26,925,019$438,790 -1.6%1,516,7440.4%ETF
First Trust Low Duration Opportunities ETF stock logo
LMBS
First Trust Low Duration Opportunities ETF
$26,742,575$5,088,276 23.5%536,6830.4%Manufacturing
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$26,243,860$505,610 -1.9%26,3160.4%Retail/Wholesale
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$26,055,625$260,291 1.0%459,6680.4%ETF
FIRST TR EXCHANGE-TRADED FD
$25,976,580$3,586,068 16.0%1,239,2100.4%CORE INVESTMENT
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$25,660,202$943,758 3.8%759,8620.4%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$25,579,453$3,195,586 -11.1%79,6940.4%ETF
Analog Devices, Inc. stock logo
ADI
Analog Devices
$24,674,376$10,071,310 69.0%77,5390.4%Computer and Technology
VanEck Gold Miners ETF stock logo
GDX
VanEck Gold Miners ETF
$24,631,806$2,534,950 -9.3%268,3900.4%ETF
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$24,597,929$6,414,681 35.3%71,9530.4%Computer and Technology
Vanguard Mega Cap Growth ETF stock logo
MGK
Vanguard Mega Cap Growth ETF
$24,039,351$2,464,425 11.4%65,4140.4%ETF
First Trust TCW Opportunistic Fixed Income ETF stock logo
FIXD
First Trust TCW Opportunistic Fixed Income ETF
$23,361,517$324,333 1.4%535,8270.4%Manufacturing
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$22,960,010$1,088,952 5.0%59,8800.4%Manufacturing
Tesla, Inc. stock logo
TSLA
Tesla
$22,493,140$495,560 -2.2%60,5040.4%Auto/Tires/Trucks
LINDE PLC
$22,241,068$1,154,188 -4.9%44,8410.4%SHS
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$21,594,609$1,931,733 9.8%307,5980.3%ETF
Energy Transfer LP stock logo
ET
Energy Transfer
$20,555,348$136,052 0.7%1,064,9920.3%Energy
AbbVie Inc. stock logo
ABBV
AbbVie
$20,295,245$719,598 3.7%93,2410.3%Medical
First Trust Enhanced Short Maturity ETF stock logo
FTSM
First Trust Enhanced Short Maturity ETF
$19,912,078$1,634,841 8.9%332,9720.3%Manufacturing
VanEck Morningstar Wide Moat ETF stock logo
MOAT
VanEck Morningstar Wide Moat ETF
$19,901,599$223,191 1.1%205,8010.3%ETF
McDonald's Corporation stock logo
MCD
McDonald's
$19,737,259$530,481 -2.6%63,4740.3%Retail/Wholesale
Heico Corporation stock logo
HEI
Heico
$19,131,023$1,216,461 6.8%69,7640.3%Aerospace
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$19,020,757$3,105,833 19.5%79,9270.3%ETF
Bank of America Corporation stock logo
BAC
Bank of America
$18,638,336$138,802 -0.7%382,2960.3%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$18,614,094$242,237 -1.3%56,5560.3%Retail/Wholesale
American Express Company stock logo
AXP
American Express
$18,587,498$1,746,795 -8.6%61,4300.3%Finance
LAM RESEARCH CORP
$18,495,980$5,472,060 42.0%86,5570.3%COM NEW
Warner Bros. Discovery, Inc. stock logo
WBD
Warner Bros. Discovery
$18,185,285$5,783,847 46.6%662,2650.3%Consumer Discretionary
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$17,732,454$44,440 0.3%75,0160.3%Retail/Wholesale
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$17,598,256$7,654,943 77.0%347,7170.3%ETF
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$17,460,045$1,578,637 9.9%37,6600.3%Finance
SPROTT ASSET MANAGEMENT LP
$17,357,614$345,007 2.0%489,7760.3%PHYSICAL GOLD TR
FT Vest Rising Dividend Achievers Target Income ETF stock logo
RDVI
FT Vest Rising Dividend Achievers Target Income ETF
$17,348,118$3,060,422 21.4%678,8300.3%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$17,114,996$9,033,106 111.8%215,8950.3%ETF
Invesco Dorsey Wright Momentum ETF stock logo
PDP
Invesco Dorsey Wright Momentum ETF
$16,881,861$3,060,099 -15.3%139,8170.3%ETF
Oracle Corporation stock logo
ORCL
Oracle
$16,842,890$4,585,557 37.4%114,4700.3%Computer and Technology
CrowdStrike stock logo
CRWD
CrowdStrike
$16,794,391$4,689,921 -21.8%43,0180.3%Computer and Technology
Capital Group U.S. Multi-Sector Income ETF stock logo
CGMS
Capital Group U.S. Multi-Sector Income ETF
$16,592,232$2,109,000 14.6%609,3260.3%ETF
Capital Group Global Growth Equity ETF stock logo
CGGO
Capital Group Global Growth Equity ETF
$16,400,366$4,198,461 -20.4%491,2460.3%ETF
L3Harris Technologies Inc stock logo
LHX
L3Harris Technologies
$16,115,929$4,488,347 -21.8%46,6780.3%Aerospace
PepsiCo, Inc. stock logo
PEP
PepsiCo
$16,067,170$191,372 -1.2%103,4360.3%Consumer Staples
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$16,047,537$38,852 -0.2%201,5640.3%Finance
AFLG
First Trust Active Factor Large Cap ETF
$15,668,978$955,243 6.5%406,2070.3%ETF
Union Pacific Corporation stock logo
UNP
Union Pacific
$15,587,929$1,267,442 -7.5%64,2240.3%Transportation
Western Digital Corporation stock logo
WDC
Western Digital
$15,338,921$8,421,395 121.7%56,7100.2%Computer and Technology
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$15,257,808$92,897 0.6%53,0510.2%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$15,237,923$5,549,699 -26.7%74,9060.2%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$15,195,786$916,638 6.4%30,3870.2%Business Services
iShares U.S. Aerospace & Defense ETF stock logo
ITA
iShares U.S. Aerospace & Defense ETF
$15,126,683$438,280 3.0%69,1310.2%ETF
RFDA
ALPS Dynamic US Dividend Advantage ETF
$15,101,834$115,437 -0.8%240,9760.2%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$14,754,306$669,426 4.8%190,1190.2%Computer and Technology
Invesco S&P 500 Low Volatility ETF stock logo
SPLV
Invesco S&P 500 Low Volatility ETF
$14,722,002$1,946,243 -11.7%201,2790.2%ETF
T. Rowe Price Capital Appreciation Equity ETF stock logo
TCAF
T. Rowe Price Capital Appreciation Equity ETF
$14,478,802$1,466,458 11.3%406,5830.2%ETF
iShares U.S. Oil Equipment & Services ETF stock logo
IEZ
iShares U.S. Oil Equipment & Services ETF
$14,361,395$11,979,593 503.0%496,0460.2%ETF
Corning Incorporated stock logo
GLW
Corning
$14,319,910$98,044 0.7%105,3060.2%Computer and Technology
IYJ
iShares U.S. Industrials ETF
$14,221,918$55,624 -0.4%96,3920.2%ETF
Alerian MLP ETF stock logo
AMLP
Alerian MLP ETF
$14,074,442$2,170,446 -13.4%267,3530.2%ETF
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$13,937,134$220,562 1.6%146,0300.2%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$13,936,600$387,293 -2.7%56,1360.2%Finance
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$13,649,905$3,076,773 29.1%40,3760.2%Computer and Technology

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