Prospera Financial Services Inc

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 1,167
Total Value: 4351959992
Accession Number: 0001085146-25-003246
Form Type: 13F-HR
CIK: 0001541625
Manager Name: Prospera Financial Services Inc

Data Enrichment

63% identified

731 identified436 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,167 positions • $4,351,959.992K total value

1,167 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 9 of 59

Sort by:

46137V357

RSP|46137V357

35784(-29.7%)

Value:

$6.2B(-30.5%)

Palo Alto Networks Inc

PANW|697435105

35926(+20.6%)

Value:

$6.1B(+13.1%)

DEERE & CO

DE|244199105

13027(-16.6%)

Value:

$6.1B(-7.6%)

92204A702

VGT|92204A702

11256(+13.9%)

Value:

$6.1B(-0.6%)

922908751

VB|922908751

27361(+9.5%)

Value:

$6.1B(+1.1%)

VERIZON COMMUNICATIONS INC

VZ|92343V104

132816(+2.4%)

Value:

$6.0B(+16.2%)

DuPont de Nemours, Inc.

DD|26614N102

79290(+5.2%)

Value:

$5.9B(+3.0%)

UNITED PARCEL SERVICE INC

UPS|911312106

53802(+12.9%)

Value:

$5.9B(-1.5%)

Prologis, Inc.

PLD|74340W103

52844(-17.7%)

Value:

$5.9B(-13.0%)

46138G649

30434(+30.5%)

Value:

$5.9B(+19.7%)

Mastercard Inc

MA|57636Q104

10704(+3.4%)

Value:

$5.9B(+7.6%)

TEXAS INSTRUMENTS INC

TXN|882508104

32474(+17.5%)

Value:

$5.8B(+12.6%)

Medtronic plc

MDT|G5960L103

64734(-3.5%)

Value:

$5.8B(+8.6%)

Atlassian Corp

TEAM|049468101

27337

Value:

$5.8B

74348A467

56550(-25.9%)

Value:

$5.8B(-23.9%)

O REILLY AUTOMOTIVE INC

ORLY|67103H107

4025(+27.5%)

Value:

$5.8B(+54.0%)

92206C813

75553(-1.0%)

Value:

$5.7B(+0.5%)

69374H436

155475(+102.8%)

Value:

$5.7B(+93.0%)

Phillips 66

PSX|718546104

45932(+53.3%)

Value:

$5.7B(+66.1%)

SHERWIN WILLIAMS CO

SHW|824348106

16226(+10.1%)

Value:

$5.7B(+13.1%)

Instrument	Shares		Other Manager	Value
(RSPcusip46137V357)	35.8K	QoQ -29.67% (-15.1K) YoY +13.83% (+4.3K)	All Managers (Combined)	$6.2M	QoQ -30.47% (-$2.7M) YoY +16.41% (+$874.6K)
Palo Alto Networks Inc(PANWcusip697435105)	35.9K	QoQ +20.64% (+6.1K) YoY +176.29% (+22.9K)	All Managers (Combined)	$6.1M	QoQ +13.13% (+$712.0K) YoY +65.93% (+$2.4M)
Deere & Co(DEcusip244199105)	13.0K	QoQ -16.61% (-2.6K) YoY -19.48% (-3.2K)	All Managers (Combined)	$6.1M	QoQ -7.62% (-$504.8K) YoY -7.98% (-$531.1K)
(VGTcusip92204A702)	11.3K	QoQ +13.91% (-1.4K) YoY +19.68% (+1.9K)	All Managers (Combined)	$6.1M	QoQ -0.64% (-$39.6K) YoY +23.79% (+$1.2M)
(VBcusip922908751)	27.4K	QoQ +9.50% (+2.4K) YoY +28.05% (+6.0K)	All Managers (Combined)	$6.1M	QoQ +1.06% (+$64.0K) YoY +24.23% (+$1.2M)
Verizon Communications Inc(VZcusip92343V104)	132.8K	QoQ +2.43% (+3.2K) YoY +18.21% (+20.5K)	All Managers (Combined)	$6.0M	QoQ +16.18% (+$839.6K) YoY +27.78% (+$1.3M)
Dupont De Nemours, Inc.(DDcusip26614N102)	79.3K	QoQ +5.15% (+3.9K) YoY +28.34% (+17.5K)	All Managers (Combined)	$5.9M	QoQ +2.98% (+$171.7K) YoY +25.00% (+$1.2M)
United Parcel Service Inc(UPScusip911312106)	53.8K	QoQ +12.94% (-6.2K) YoY -7.89% (-4.6K)	All Managers (Combined)	$5.9M	QoQ -1.52% (-$91.8K) YoY -31.85% (-$2.8M)
Prologis, Inc.(PLDcusip74340W103)	52.8K	QoQ -17.74% (-11.4K) YoY -25.90% (-18.5K)	All Managers (Combined)	$5.9M	QoQ -13.00% (-$883.3K) YoY -36.39% (-$3.4M)
(cusip46138G649)✕	30.4K	QoQ +30.53% (+7.1K) YoY +192.04% (+20.0K)	All Managers (Combined)	$5.9M	QoQ +19.74% (+$970.3K) YoY +208.96% (+$4.0M)
Mastercard Inc(MAcusip57636Q104)	10.7K	QoQ +3.38% (+350) YoY +4.21% (+433)	All Managers (Combined)	$5.9M	QoQ +7.59% (+$414.4K) YoY +18.60% (+$921.5K)
Texas Instruments Inc(TXNcusip882508104)	32.5K	QoQ +17.47% (+4.8K) YoY +104.07% (+16.6K)	All Managers (Combined)	$5.8M	QoQ +12.55% (+$651.3K) YoY +110.36% (+$3.1M)
Medtronic Plc(MDTcusipG5960L103)	64.7K	QoQ -3.46% (-2.3K) YoY -1.05% (-689)	All Managers (Combined)	$5.8M	QoQ +8.60% (-$461.2K) YoY +2.02% (-$115.6K)
Atlassian Corp(TEAMcusip049468101)	27.3K	QoQ NEW(+27.3K) YoY NEW(+27.3K)	All Managers (Combined)	$5.8M	QoQ NEW(+$5.8M) YoY NEW(+$5.8M)
(cusip74348A467)✕	56.5K	QoQ -25.85% (-19.7K) YoY -19.51% (-13.7K)	All Managers (Combined)	$5.8M	QoQ -23.89% (-$1.8M) YoY -18.89% (-$1.3M)
O Reilly Automotive Inc(ORLYcusip67103H107)	4.0K	QoQ +27.49% (+868) YoY +29.04% (+906)	All Managers (Combined)	$5.8M	QoQ +54.02% (+$2.0M) YoY +63.76% (+$2.2M)
(cusip92206C813)✕	75.6K	QoQ -0.97% (-744) YoY +13.28% (+8.9K)	All Managers (Combined)	$5.7M	QoQ +0.52% (-$29.8K) YoY +9.93% (+$518.2K)
(cusip69374H436)✕	155.5K	QoQ +102.81% (+78.8K) YoY +205.21% (+104.5K)	All Managers (Combined)	$5.7M	QoQ +92.96% (+$2.7M) YoY +211.40% (+$3.9M)
Phillips 66(PSXcusip718546104)	45.9K	QoQ +53.31% (+16.0K) YoY +79.75% (+20.4K)	All Managers (Combined)	$5.7M	QoQ +66.12% (+$2.3M) YoY +35.82% (+$1.5M)
Sherwin Williams Co(SHWcusip824348106)	16.2K	QoQ +10.05% (+1.5K) YoY +64.96% (+6.4K)	All Managers (Combined)	$5.7M	QoQ +13.06% (+$654.7K) YoY +65.84% (+$2.2M)