Latest Prospera Financial Services Inc Stock Portfolio
$3.02Billion
About Prospera Financial Services Inc and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Prospera Financial Services Inc reported an equity portfolio of $3 Billions as of 31 Dec, 2023.
The top stock holdings of Prospera Financial Services Inc are AAPL, MSFT, FCVT. The fund has invested 4.3% of it's portfolio in APPLE INC and 2.1% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off SPDR SER TR (BIL), BUNGE LIMITED (BG) and FIRST TR EXCHANGE-TRADED FD (AIRR) stocks. They significantly reduced their stock positions in ISHARES TR (AGG), WISDOMTREE TR (AGZD) and INVESCO ACTVELY MNGD ETC FD (PDBC). Prospera Financial Services Inc opened new stock positions in FIRST TR EXCHNG TRADED FD VI (BUFD), FIRST TR EXCHANGE-TRADED FD (AIRR) and FIRST TR EXCHNG TRADED FD VI (AFLG). The fund showed a lot of confidence in some stocks as they added substantially to NUVEEN MUN VALUE FD INC, FIRST TR EXCHANGE-TRADED FD (FCVT) and SPDR SER TR (BIL).
The top stock holdings of Prospera Financial Services Inc are AAPL, MSFT, FCVT. The fund has invested 4.3% of it's portfolio in APPLE INC and 2.1% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off SPDR SER TR (BIL), BUNGE LIMITED (BG) and FIRST TR EXCHANGE-TRADED FD (AIRR) stocks. They significantly reduced their stock positions in ISHARES TR (AGG), WISDOMTREE TR (AGZD) and INVESCO ACTVELY MNGD ETC FD (PDBC). Prospera Financial Services Inc opened new stock positions in FIRST TR EXCHNG TRADED FD VI (BUFD), FIRST TR EXCHANGE-TRADED FD (AIRR) and FIRST TR EXCHNG TRADED FD VI (AFLG). The fund showed a lot of confidence in some stocks as they added substantially to NUVEEN MUN VALUE FD INC, FIRST TR EXCHANGE-TRADED FD (FCVT) and SPDR SER TR (BIL).
Prospera Financial Services Inc Equity Portfolio Value
Last Reported on: 14 Feb, 2024
New Buys
| Ticker | $ Bought |
|---|---|
| first tr exchng traded fd vi | 7,967,920 |
| first tr exchng traded fd vi | 6,388,280 |
| first tr exchange-traded fd | 5,536,440 |
| first tr exchng traded fd vi | 4,761,460 |
| texas pacific land corporati | 4,244,040 |
| bunge global sa | 4,025,780 |
| capital grp fixed incm etf t | 3,920,000 |
| first tr exchng traded fd vi | 3,629,860 |
New stocks bought by Prospera Financial Services Inc
Additions
| Ticker | % Inc. |
|---|---|
| nuveen mun value fd inc | 4,272 |
| first tr exchange-traded fd | 1,907 |
| spdr ser tr | 1,569 |
| ishares tr | 1,116 |
| pacer fds tr | 925 |
| nuveen quality muncp income | 760 |
| spdr ser tr | 732 |
| vanguard world fd | 586 |
Additions to existing portfolio by Prospera Financial Services Inc
Reductions
| Ticker | % Reduced |
|---|---|
| spdr ser tr | -81.46 |
| first tr exchange-traded fd | -79.85 |
| spdr ser tr | -77.01 |
| spdr index shs fds | -50.56 |
| pfizer inc | -49.84 |
| nvent electric plc | -49.7 |
| schwab strategic tr | -47.91 |
| netflix inc | -43.3 |
Prospera Financial Services Inc reduced stake in above stock
Sold off
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
Last Reported on: 14 Feb, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 4.33 | 679,124 | 130,752,000 | reduced | -0.31 | ||
| AAXJ | ishares tr | 0.15 | 144,173 | 4,496,760 | reduced | -11.12 | ||
| AAXJ | ishares tr | 0.14 | 191,572 | 4,199,260 | added | 456 | ||
| AAXJ | ishares tr | 0.12 | 27,383 | 3,466,690 | added | 1,116 | ||
| AAXJ | ishares tr | 0.11 | 31,496 | 3,204,090 | new | |||
| AAXJ | ishares tr | 0.10 | 31,049 | 3,108,780 | new | |||
| AAXJ | ishares tr | 0.08 | 45,811 | 2,386,750 | reduced | -3.57 | ||
| AAXJ | ishares tr | 0.06 | 37,768 | 1,936,550 | added | 133 | ||
| AAXJ | ishares tr | 0.06 | 29,683 | 1,759,900 | reduced | -1.83 | ||
| AAXJ | ishares tr | 0.06 | 15,188 | 1,672,650 | added | 135 | ||
| AAXJ | ishares tr | 0.05 | 31,326 | 1,628,950 | added | 423 | ||
| AAXJ | ishares tr | 0.05 | 19,343 | 1,496,960 | added | 30.45 | ||
| AAXJ | ishares tr | 0.04 | 14,278 | 1,343,270 | added | 269 | ||
| AAXJ | ishares tr | 0.03 | 9,466 | 1,026,210 | reduced | -13.06 | ||
| AAXJ | ishares tr | 0.03 | 10,855 | 947,178 | reduced | -35.45 | ||
| ABBV | abbvie inc | 0.31 | 59,964 | 9,292,620 | added | 5.41 | ||
| ABC | cencora inc | 0.06 | 8,956 | 1,839,380 | added | 13.1 | ||
| ABT | abbott labs | 0.34 | 93,314 | 10,271,100 | reduced | -0.14 | ||
| ACES | alps etf tr | 0.35 | 221,204 | 10,544,500 | added | 2.81 | ||
| ACES | alps etf tr | 0.31 | 219,785 | 9,345,260 | added | 91.93 | ||