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Size ($ in 1000's)
At 12/31/2023: $3,019,990 At 09/30/2023: $2,586,244
Prospera Financial Services Inc holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Prospera Financial Services Inc 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Prospera Financial Services Inc top holdings by largest position size, as per the latest 13f filing made by Prospera Financial Services Inc.
In the Prospera Financial Services Inc-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Prospera Financial Services Inc in that top holding, then the share count change between reporting periods, and finally the Prospera Financial Services Inc top holding position size
for that row.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
APPLE INC |
679,124 |
-2,122 |
$130,752 | AAPL | 679,124 | -2,122 | $130,752 | MICROSOFT CORP |
170,157 |
+3,130 |
$63,986 | MSFT | 170,157 | +3,130 | $63,986 | FIRST TR EXCHANGE TRADED FD (FTSM) |
988,294 |
+196,989 |
$58,962 | FTSM | 988,294 | +196,989 | $58,962 | INVESCO QQQ TR |
141,903 |
+21,980 |
$58,112 | QQQ | 141,903 | +21,980 | $58,112 | FIRST TR EXCHANGE TRADED FD (FV) |
1,005,960 |
-687,603 |
$51,857 | FV | 1,005,960 | -687,603 | $51,857 | NVIDIA CORPORATION |
102,695 |
-1,536 |
$50,857 | NVDA | 102,695 | -1,536 | $50,857 | FIRST TR EXCHANGE TRADED FD (RDVY) |
784,149 |
+67,998 |
$40,517 | RDVY | 784,149 | +67,998 | $40,517 | EXXON MOBIL CORP |
393,419 |
+175,958 |
$39,334 | XOM | 393,419 | +175,958 | $39,334 | FIRST TR VALUE LINE DIVID IN (FVD) |
931,316 |
-12,588 |
$37,774 | FVD | 931,316 | -12,588 | $37,774 | SPDR S&P 500 ETF TR (SPY) |
79,270 |
+25,728 |
$37,678 | SPY | 79,270 | +25,728 | $37,678 | ISHARES TR (IVV) |
74,132 |
+28,424 |
$35,408 | IVV | 74,132 | +28,424 | $35,408 | AMAZON COM INC |
209,581 |
+15,301 |
$31,844 | AMZN | 209,581 | +15,301 | $31,844 | PROCTER AND GAMBLE CO |
211,405 |
+40,770 |
$30,979 | PG | 211,405 | +40,770 | $30,979 | BLACKSTONE INC |
236,373 |
-1,213 |
$30,946 | BX | 236,373 | -1,213 | $30,946 | VANGUARD INDEX FDS (VTV) |
200,049 |
+18,907 |
$29,907 | VTV | 200,049 | +18,907 | $29,907 | STRATEGY SHS |
809,924 |
-13,936 |
$28,858 | SSUS | 809,924 | -13,936 | $28,858 | FIRST TR EXCHANGE TRADED FD (FTCS) |
300,246 |
+19,013 |
$24,032 | FTCS | 300,246 | +19,013 | $24,032 | JPMORGAN CHASE & CO |
136,029 |
+936 |
$23,139 | JPM | 136,029 | +936 | $23,139 | SPDR SER TR (SPYG) |
355,364 |
-8,915 |
$23,120 | SPYG | 355,364 | -8,915 | $23,120 | SPDR GOLD TR (GLD) |
111,524 |
+49,726 |
$21,320 | GLD | 111,524 | +49,726 | $21,320 | INVESCO EXCHANGE TRADED FD T (PDP) |
249,123 |
-87,957 |
$21,298 | PDP | 249,123 | -87,957 | $21,298 | BROADCOM INC |
18,973 |
-179 |
$21,179 | AVGO | 18,973 | -179 | $21,179 | J P MORGAN EXCHANGE TRADED F (JEPI) |
382,033 |
-77,345 |
$21,004 | JEPI | 382,033 | -77,345 | $21,004 | FIRST TR EXCHNG TRADED FD VI (BUFR) |
778,139 |
+523,888 |
$20,675 | BUFR | 778,139 | +523,888 | $20,675 | VANGUARD INDEX FDS (VUG) |
65,555 |
+8,851 |
$20,380 | VUG | 65,555 | +8,851 | $20,380 | FIRST TR EXCHNG TRADED FD VI (FIXD) |
437,885 |
+70,578 |
$19,532 | FIXD | 437,885 | +70,578 | $19,532 | ALPHABET INC |
135,133 |
+4,417 |
$19,044 | GOOG | 135,133 | +4,417 | $19,044 | INVESCO EXCH TRADED FD TR II (SPLV) |
303,514 |
-88,669 |
$19,018 | SPLV | 303,514 | -88,669 | $19,018 | CHEVRON CORP NEW |
126,478 |
+35,242 |
$18,865 | CVX | 126,478 | +35,242 | $18,865 | VANGUARD INDEX FDS (VOO) |
41,160 |
+24,362 |
$17,979 | VOO | 41,160 | +24,362 | $17,979 | ISHARES TR (TLT) |
177,424 |
-775 |
$17,544 | TLT | 177,424 | -775 | $17,544 | FIRST TR EXCHANGE TRADED FD (SDVY) |
533,298 |
-83,226 |
$17,476 | SDVY | 533,298 | -83,226 | $17,476 | PEPSICO INC |
97,693 |
+2,045 |
$16,592 | PEP | 97,693 | +2,045 | $16,592 | ALPHABET INC |
117,651 |
+12,424 |
$16,435 | GOOGL | 117,651 | +12,424 | $16,435 | VANECK ETF TRUST (MOAT) |
186,365 |
+40,004 |
$15,817 | MOAT | 186,365 | +40,004 | $15,817 | FIRST TR EXCH TRADED FD III (FPE) |
932,967 |
+342,258 |
$15,730 | FPE | 932,967 | +342,258 | $15,730 | BERKSHIRE HATHAWAY INC DEL |
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$15,023 | BRK.B | 32,992 | -303 | $11,767 | BRK.A | 6 | +4 | $3,256 | WALMART INC |
94,429 |
+2,945 |
$14,887 | WMT | 94,429 | +2,945 | $14,887 | JOHNSON & JOHNSON |
90,167 |
-3,444 |
$14,133 | JNJ | 90,167 | -3,444 | $14,133 | ISHARES TR (AGG) |
141,333 |
-47,083 |
$14,027 | AGG | 141,333 | -47,083 | $14,027 | UNITEDHEALTH GROUP INC |
26,574 |
+455 |
$13,990 | UNH | 26,574 | +455 | $13,990 | FIRST TR EXCHANGE TRADED FD (FVC) |
420,326 |
+313,665 |
$13,777 | FVC | 420,326 | +313,665 | $13,777 | MCDONALDS CORP |
45,917 |
+1,987 |
$13,615 | MCD | 45,917 | +1,987 | $13,615 | MERCK & CO INC |
120,958 |
+9,359 |
$13,187 | MRK | 120,958 | +9,359 | $13,187 | HOME DEPOT INC |
37,734 |
+584 |
$13,077 | HD | 37,734 | +584 | $13,077 | META PLATFORMS INC |
34,065 |
+2,303 |
$12,058 | META | 34,065 | +2,303 | $12,058 | ISHARES TR (IYW) |
97,214 |
+2,721 |
$11,933 | IYW | 97,214 | +2,721 | $11,933 | CISCO SYS INC |
234,545 |
-11,685 |
$11,849 | CSCO | 234,545 | -11,685 | $11,849 | COSTCO WHSL CORP NEW |
17,722 |
-809 |
$11,698 | COST | 17,722 | -809 | $11,698 | ISHARES TR (IYJ) |
101,857 |
+3,096 |
$11,648 | IYJ | 101,857 | +3,096 | $11,648 |
See Full List: All Stocks Held By Prospera Financial Services Inc
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By Prospera Financial Services Inc
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