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Latest Prospera Financial Services Inc Stock Portfolio

$6.21Billion– No. of Holdings #1408

Prospera Financial Services Inc Performance:
2026 Q1: -1.15%YTD: -1.15%2025: 14.19%
Performance for 2026 Q1 is -1.15%, and YTD is -1.15%, and 2025 is 14.19%.

About Prospera Financial Services Inc and 13F Hedge Fund Stock Holdings

On 2026-04-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Prospera Financial Services Inc reported an equity portfolio of $6.2 Billions as of 31 Mar, 2026.

The top stock holdings of Prospera Financial Services Inc are AAPL, NVDA, MSFT. The fund has invested 3.5% of it's portfolio in APPLE INC and 3.1% of portfolio in NVIDIA CORPORATION.

The fund managers got completely rid off ISHARES TR (IJR), ASTRAZENECA PLC (AZN) and TAKE-TWO INTERACTIVE SOFTWAR (TTWO) stocks. They significantly reduced their stock positions in ARCHER DANIELS MIDLAND CO (ADM), APPLOVIN CORP (APP) and ISHARES TR (IJR). Prospera Financial Services Inc opened new stock positions in ASTRAZENECA PLC, ISHARES INC (ACWV) and VANGUARD SCOTTSDALE FDS (BNDW). The fund showed a lot of confidence in some stocks as they added substantially to ROSS STORES INC (ROST), ISHARES TR (IJR) and SPDR SERIES TRUST (BIL).
Prospera Financial Services Inc Equity Portfolio Value
Last Reported on: 14 Apr, 2026

Prospera Financial Services Inc Annual Return Estimates Vs S&P 500

Our best estimate is that Prospera Financial Services Inc made a return of -1.15% in the last quarter. In trailing 12 months, it's portfolio return was 16.29%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
astrazeneca plc10,932,400
ishares inc4,867,670
vanguard scottsdale fds4,495,780
ferrovial se4,477,980
moderna inc3,943,020
loar holdings inc3,659,090
hunt j b trans svcs inc3,657,660
schwab strategic tr2,689,620
New stocks bought by Prospera Financial Services Inc

Additions

Ticker% Inc.
ross stores inc2,665
ishares tr1,031
spdr series trust822
ishares tr786
ishares tr747
comfort sys usa inc697
dimensional etf trust650
j p morgan exchange traded f646
Additions to existing portfolio by Prospera Financial Services Inc

Reductions

Ticker% Reduced
ishares silver tr-67.51
3m co-66.26
northrop grumman corp-62.84
profesionally managed portfo-62.07
first tr exchange-traded fd-60.96
shopify inc-54.41
international business machs-49.84
accenture plc ireland-46.73
Prospera Financial Services Inc reduced stake in above stock

Sold off

None of the stocks were completely sold off by Prospera Financial Services Inc

Sector Distribution

Prospera Financial Services Inc has about 49.1% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Financial Services
  • Communication Services
  • Consumer Cyclical
  • Healthcare
  • Energy
  • Consumer Defensive
  • Utilities
  • Basic Materials
Sector%
Others49.1
Technology16
Industrials6.9
Financial Services5.3
Communication Services4.8
Consumer Cyclical4.1
Healthcare3.9
Energy3.6
Consumer Defensive2.9
Utilities1.5
Basic Materials1.3

Market Cap. Distribution

Prospera Financial Services Inc has about 49% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED49
MEGA-CAP30.4
LARGE-CAP18.6
MID-CAP1.3

Stocks belong to which Index?

About 46.5% of the stocks held by Prospera Financial Services Inc either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others53.4
S&P 50045
RUSSELL 20001.5
Top 5 Winners (%)%
venture global inc
107.1 %
REI
ring energy inc
75.9 %
DOW
dow hldgs inc
69.8 %
NAT
nordic american tankers limi
68.2 %
ALTO
alto ingredients inc
68.1 %
Top 5 Winners ($)$
XOM
exxon mobil corp
20.5 M
CAT
caterpillar inc
12.5 M
HON
honeywell intl inc
9.3 M
CVX
chevron corporation
8.2 M
WMT
walmart inc
5.6 M
Top 5 Losers (%)%
powerbank corp
-70.4 %
GTBP
gt biopharma inc
-48.0 %
TME
tencent music entmt group
-47.0 %
roadzen inc
-44.9 %
CSIQ
canadian solar inc
-41.0 %
Top 5 Losers ($)$
MSFT
microsoft corp
-32.2 M
AAPL
apple inc
-15.4 M
NVDA
nvidia corporation
-13.8 M
AMZN
amazon com inc
-9.9 M
BX
blackstone inc
-9.5 M

Prospera Financial Services Inc Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Prospera Financial Services Inc

Prospera Financial Services Inc has 1408 stocks in it's portfolio. About 17.2% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for Prospera Financial Services Inc last quarter.

Last Reported on: 14 Apr, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions