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

About Prospera Financial Services Inc

Investment Activity

Prospera Financial Services Inc has $6.89 billion in total holdings as of June 30, 2026.
Prospera Financial Services Inc owns shares of 1,468 different stocks, but just 293 companies or ETFs make up 80% of its holdings.
Approximately 9.11% of the portfolio was purchased this quarter.
About 9.52% of the portfolio was sold this quarter.
This quarter, Prospera Financial Services Inc has purchased 1,417 new stocks and bought additional shares in 636 stocks.
Prospera Financial Services Inc sold shares of 630 stocks and completely divested from 87 stocks this quarter.

Largest Holdings

Apple: $244,233,415
NVIDIA: $233,245,513
Microsoft: $110,606,737
Amazon.com: $108,306,061
Caterpillar: $103,932,460

Largest New Holdings this Quarter

43849R105 - HONEYWELL AEROSPACE INC: $34,783,653 Holding
438516205 - HONEYWELL INTL INC: $34,234,970 Holding
464287531 - iShares U.S. Digital Infrastructure and Real Estate ETF: $12,516,367 Holding
15135B101 - Centene: $8,098,902 Holding
78464A821 - SPDR S&P 400 Mid Cap Growth ETF: $6,454,992 Holding

Largest Purchases this Quarter

HONEYWELL AEROSPACE INC: 157,316 shares (about $34.78M)
HONEYWELL INTL INC: 152,884 shares (about $34.23M)
Vanguard Growth ETF: 327,955 shares (about $28.25M)
ARM HOLDINGS PLC: 78,093 shares (about $27.69M)
Vanguard Mega Cap Growth ETF: 271,001 shares (about $23.82M)

Largest Sales this Quarter

Micron Technology: 54,127 shares (about $62.49M)
VanEck Semiconductor ETF: 28,258 shares (about $18.54M)
Capital Group Global Growth Equity ETF: 346,361 shares (about $14.66M)
American Express: 39,054 shares (about $13.22M)
iShares U.S. Oil Equipment & Services ETF: 404,976 shares (about $10.90M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$244,233,415	$4,209,499 â–¼	-1.7%	843,779	3.5%	Computer and Technology
NVDA NVIDIA	$233,245,513	$9,094,153 â–²	4.1%	1,165,618	3.4%	Computer and Technology
MSFT Microsoft	$110,606,737	$1,569,181 â–²	1.4%	296,327	1.6%	Computer and Technology
AMZN Amazon.com	$108,306,061	$133,708 â–²	0.1%	454,422	1.6%	Retail/Wholesale
CAT Caterpillar	$103,932,460	$2,262,551 â–²	2.2%	97,568	1.5%	Industrials
GOOGL Alphabet	$97,423,751	$4,849,846 â–¼	-4.7%	272,534	1.4%	Computer and Technology
QQQ Invesco QQQ	$97,167,749	$5,870,459 â–¼	-5.7%	131,820	1.4%	Finance
RDVY First Trust Rising Dividend Achievers ETF	$89,634,180	$5,310,542 â–¼	-5.6%	1,105,561	1.3%	Manufacturing
GOOG Alphabet	$85,175,003	$1,653,462 â–²	2.0%	241,030	1.2%	Computer and Technology
AVGO Broadcom	$78,269,606	$4,159,610 â–¼	-5.0%	207,114	1.1%	Computer and Technology
JPM JPMorgan Chase & Co.	$75,272,875	$710,622 â–¼	-0.9%	229,858	1.1%	Finance
SPY SPDR S&P 500 ETF Trust	$74,411,732	$4,825,786 â–²	6.9%	99,549	1.1%	Finance
CGGR Capital Group Growth ETF	$66,331,548	$1,654,023 â–¼	-2.4%	1,405,335	1.0%	ETF
BRK.B Berkshire Hathaway	$65,491,342	$4,584,059 â–¼	-6.5%	130,881	1.0%	Finance
IVV iShares Core S&P 500 ETF	$62,785,925	$2,800,762 â–²	4.7%	83,774	0.9%	ETF
CGDV Capital Group Dividend Value ETF	$60,971,096	$3,360,535 â–²	5.8%	1,237,244	0.9%	ETF
MU Micron Technology	$56,606,677	$62,488,775 â–¼	-52.5%	49,032	0.8%	Computer and Technology
LLY Eli Lilly and Company	$56,325,941	$1,075,069 â–¼	-1.9%	46,944	0.8%	Medical
XOM ExxonMobil	$56,097,568	$453,302 â–¼	-0.8%	410,242	0.8%	Energy
AMAT Applied Materials	$51,256,806	$779,610 â–¼	-1.5%	70,875	0.7%	Computer and Technology
WALMART INC	$49,595,626	$754,068 â–²	1.5%	437,836	0.7%	COM
META Meta Platforms	$49,566,990	$574,827 â–²	1.2%	87,954	0.7%	Computer and Technology
FV First Trust Dorsey Wright Focus 5 ETF	$45,230,870	$2,699,960 â–¼	-5.6%	596,001	0.7%	Manufacturing
JNJ Johnson & Johnson	$44,443,200	$146,611 â–²	0.3%	174,910	0.6%	Medical
IWD iShares Russell 1000 Value ETF	$40,351,916	$3,409,878 â–¼	-7.8%	166,431	0.6%	ETF
VOO Vanguard S&P 500 ETF	$38,942,398	$258,763 â–¼	-0.7%	56,586	0.6%	ETF
WDC Western Digital	$38,438,080	$2,216,353 â–²	6.1%	60,180	0.6%	Computer and Technology
AMD Advanced Micro Devices	$37,683,060	$5,830,595 â–¼	-13.4%	64,869	0.5%	Computer and Technology
INTC Intel	$37,000,171	$1,714,057 â–¼	-4.4%	264,972	0.5%	Computer and Technology
GLD SPDR Gold Shares	$36,250,686	$1,815,739 â–¼	-4.8%	98,406	0.5%	Finance
PG Procter & Gamble	$35,906,869	$611,918 â–¼	-1.7%	244,751	0.5%	Consumer Staples
HONEYWELL AEROSPACE INC	$34,783,653	$34,783,653 â–²	New Holding	157,316	0.5%	COM
ARM HOLDINGS PLC	$34,606,202	$27,688,720 â–²	400.3%	97,603	0.5%	SPONSORED ADS
EPD Enterprise Products Partners	$34,396,953	$214,212 â–¼	-0.6%	935,668	0.5%	Energy
VUG Vanguard Growth ETF	$34,392,483	$28,254,476 â–²	460.3%	399,200	0.5%	ETF
SDVY First Trust SMID Cap Rising Dividend Achievers ETF	$34,352,418	$2,431,779 â–¼	-6.6%	796,153	0.5%	ETF
HONEYWELL INTL INC	$34,234,970	$34,234,970 â–²	New Holding	152,884	0.5%	COM
NFLX Netflix	$33,630,534	$886,929 â–¼	-2.6%	471,017	0.5%	Consumer Discretionary
V Visa	$32,471,301	$262,297 â–¼	-0.8%	94,580	0.5%	Business Services
GLW Corning	$31,672,421	$4,770,751 â–²	17.7%	123,981	0.5%	Computer and Technology
ADI Analog Devices	$31,614,661	$808,503 â–²	2.6%	79,574	0.5%	Computer and Technology
LAM RESEARCH CORP	$31,147,844	$6,365,220 â–¼	-17.0%	71,870	0.5%	COM NEW
VTI Vanguard Total Stock Market ETF	$30,965,556	$1,461,610 â–²	5.0%	83,642	0.4%	ETF
MGK Vanguard Mega Cap Growth ETF	$29,575,500	$23,824,711 â–²	414.3%	336,415	0.4%	ETF
BX Blackstone	$29,386,550	$126,624 â–²	0.4%	249,715	0.4%	Finance
VTV Vanguard Value ETF	$29,291,334	$621,517 â–¼	-2.1%	134,317	0.4%	ETF
FVD First Trust Value Line Dividend Index Fund	$28,797,401	$913,536 â–¼	-3.1%	597,550	0.4%	ETF
LMBS First Trust Low Duration Opportunities ETF	$26,110,418	$607,660 â–¼	-2.3%	524,477	0.4%	Manufacturing
CRWD CrowdStrike	$26,104,641	$6,724,004 â–¼	-20.5%	34,207	0.4%	Computer and Technology
SPROTT ASSET MANAGEMENT LP	$25,299,060	$35,174 â–¼	-0.1%	1,340,709	0.4%	PHYSICAL SILVER
FPE First Trust Preferred Securities and Income ETF	$25,277,459	$1,843,096 â–¼	-6.8%	1,413,667	0.4%	ETF
HEI Heico	$24,628,055	$222,272 â–¼	-0.9%	69,140	0.4%	Aerospace
SSUS Day Hagan Smart Sector ETF	$24,462,686	$9,088,282 â–¼	-27.1%	442,285	0.4%	ETF
COST Costco Wholesale	$24,404,294	$235,008 â–¼	-1.0%	26,065	0.4%	Retail/Wholesale
ABBV AbbVie	$24,206,212	$724,539 â–²	3.1%	96,118	0.4%	Medical
CVX Chevron	$23,978,604	$715,052 â–¼	-2.9%	144,599	0.3%	Energy
JEPI JPMorgan Equity Premium Income ETF	$23,940,554	$2,023,312 â–¼	-7.8%	423,847	0.3%	ETF
QQQM Invesco NASDAQ 100 ETF	$23,751,555	$492,606 â–¼	-2.0%	78,303	0.3%	ETF
DGRO iShares Core Dividend Growth ETF	$23,512,623	$189,032 â–²	0.8%	310,091	0.3%	ETF
FIXD First Trust TCW Opportunistic Fixed Income ETF	$22,982,115	$390,927 â–¼	-1.7%	526,865	0.3%	Manufacturing
PALANTIR TECHNOLOGIES INC	$22,525,167	$731,503 â–¼	-3.1%	193,072	0.3%	CL A
LINDE PLC	$22,265,063	$1,018,232 â–¼	-4.4%	42,880	0.3%	SHS
TSLA Tesla	$22,199,946	$3,248,814 â–¼	-12.8%	52,780	0.3%	Auto/Tires/Trucks
PANW Palo Alto Networks	$21,337,566	$157,889 â–¼	-0.7%	62,571	0.3%	Computer and Technology
BAC Bank of America	$21,289,703	$494,903 â–¼	-2.3%	373,611	0.3%	Finance
STX Seagate Technology	$21,271,731	$718,033 â–²	3.5%	22,041	0.3%	Computer and Technology
RDVI FT Vest Rising Dividend Achievers Target Income ETF	$21,006,027	$1,043,627 â–²	5.2%	714,319	0.3%	ETF
SMH VanEck Semiconductor ETF	$20,744,253	$18,537,445 â–¼	-47.2%	31,622	0.3%	Manufacturing
ET Energy Transfer	$20,314,019	$49,657 â–¼	-0.2%	1,062,395	0.3%	Energy
CSCO Cisco Systems	$20,126,974	$2,209,061 â–¼	-9.9%	171,316	0.3%	Computer and Technology
BUFR FT Vest Laddered Buffer ETF	$20,077,672	$7,679,807 â–¼	-27.7%	549,627	0.3%	ETF
MOAT VanEck Morningstar Wide Moat ETF	$19,997,944	$1,397,785 â–¼	-6.5%	192,356	0.3%	ETF
FIRST TR EXCHANGE-TRADED FD	$19,911,084	$5,932,129 â–¼	-23.0%	954,758	0.3%	CORE INVESTMENT
DIA SPDR Dow Jones Industrial Average ETF Trust	$19,896,070	$202,375 â–²	1.0%	38,047	0.3%	Finance
HD Home Depot	$19,586,381	$373,750 â–¼	-1.9%	55,497	0.3%	Retail/Wholesale
TSM Taiwan Semiconductor Manufacturing	$19,237,238	$54,469 â–¼	-0.3%	40,262	0.3%	Computer and Technology
PDP Invesco Dorsey Wright Momentum ETF	$19,002,723	$2,211,606 â–¼	-10.4%	125,241	0.3%	ETF
FTSM First Trust Enhanced Short Maturity ETF	$18,511,247	$1,379,764 â–¼	-6.9%	309,875	0.3%	Manufacturing
MCD McDonald's	$17,868,590	$703,386 â–²	4.1%	66,075	0.3%	Retail/Wholesale
VO Vanguard Mid-Cap ETF	$17,744,684	$13,468,883 â–²	315.0%	220,163	0.3%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$17,721,893	$658,752 â–²	3.9%	224,230	0.3%	ETF
ITA iShares U.S. Aerospace & Defense ETF	$17,655,964	$891,904 â–²	5.3%	72,809	0.3%	ETF
UNH UnitedHealth Group	$17,582,402	$1,571,595 â–¼	-8.2%	42,278	0.3%	Medical
JPST JPMorgan Ultra-Short Income ETF	$17,531,213	$53,049 â–¼	-0.3%	346,668	0.3%	ETF
CGMS Capital Group U.S. Multi-Sector Income ETF	$17,136,378	$483,176 â–²	2.9%	627,005	0.2%	ETF
ASML ASML	$16,927,409	$2,642,483 â–¼	-13.5%	8,507	0.2%	Computer and Technology
SOXX iShares Semiconductor ETF	$16,766,189	$8,364,187 â–¼	-33.3%	26,159	0.2%	ETF
UNP Union Pacific	$16,664,240	$811,131 â–¼	-4.6%	61,243	0.2%	Transportation
TLT iShares 20+ Year Treasury Bond ETF	$16,079,959	$2,476,054 â–²	18.2%	186,065	0.2%	ETF
IWM iShares Russell 2000 ETF	$15,885,449	$998,236 â–¼	-5.9%	52,817	0.2%	Finance
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF	$15,797,098	$2,762,322 â–²	21.2%	350,355	0.2%	ETF
ORCL Oracle	$15,694,741	$1,086,288 â–¼	-6.5%	107,060	0.2%	Computer and Technology
IYJ iShares U.S. Industrials ETF	$15,594,959	$468,959 â–¼	-2.9%	93,578	0.2%	ETF
RFDA ALPS Dynamic US Dividend Advantage ETF	$15,464,335	$1,503,376 â–¼	-8.9%	219,625	0.2%	ETF
GDX VanEck Gold Miners ETF	$15,398,176	$4,853,289 â–¼	-24.0%	204,070	0.2%	ETF
IEF iShares 7-10 Year Treasury Bond ETF	$15,397,146	$1,587,160 â–²	11.5%	162,813	0.2%	ETF
IWF iShares Russell 1000 Growth ETF	$15,307,043	$11,447,709 â–²	296.6%	123,239	0.2%	ETF
GS The Goldman Sachs Group	$14,950,946	$2,205,247 â–²	17.3%	14,773	0.2%	Finance
SPLV Invesco S&P 500 Low Volatility ETF	$14,875,208	$201,189 â–¼	-1.3%	198,593	0.2%	ETF
NVO Novo Nordisk A/S	$14,809,475	$305,248 â–¼	-2.0%	308,903	0.2%	Medical

Showing largest 100 holdings. View all holdings.

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

About Prospera Financial Services Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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

About Prospera Financial Services Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofProspera Financial Services Inc

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools