Fund Holdings — Prospera Financial Services Inc

Total Portfolio Value
$6.21B
Total Bought
$767.48M
Total Sold
$582.84M
Net Transaction
+$184.64M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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JOHNSON & JOHNSON(JNJ)91,884174,333+82,44919,03142,6330.69%+23,602
EXXON MOBIL CORP417,546413,557-3,98950,25770,1761.13%+19,919
NETFLIX INC.(NFLX)288,697483,439+194,74227,06846,4820.75%+19,414
CATERPILLAR INC(CAT)88,45095,444+6,99450,68567,6371.09%+16,952
INVESCO EXCH TRADED FD TR II4,127201,279+197,15228114,7220.24%+14,441
ISHARES TR82,268496,046+413,7781,71814,3610.23%+12,644
ANALOG DEVICES INC(ADI)45,89077,539+31,64912,44924,6740.40%+12,225
ISHARES TR4,42339,209+34,7861,33512,8890.21%+11,554
WESTERN DIGITAL CORP(WDC)25,57556,710+31,1354,40615,3390.25%+10,933
ASTRAZENECA PLC(AZN)055,430+55,430010,9320.18%+10,932
APPLIED MATLS INC53,18971,953+18,76413,67224,5980.40%+10,926
ISHARES S&P GSCI COMMODITY-(GSG)65,966365,110+299,1441,52111,7750.19%+10,254
ROSS STORES INC(ROST)1,66746,094+44,4273009,9870.16%+9,687
HONEYWELL INTL INC(HON)301,746301,881+13558,87368,2401.10%+9,367
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
101,948215,895+113,9478,12917,1150.28%+8,986
LAM RESEARCH CORP(LRCX)60,94986,557+25,60810,43618,4960.30%+8,060
CHEVRON CORPORATION(CVX)151,846148,911-2,93523,15230,8180.50%+7,667
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
196,466347,717+151,2519,94017,5980.28%+7,659
ASML HLDG NV
N Y REGISTRY SHS
5,0809,835+4,7555,43812,9940.21%+7,556
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
3,11221,297+18,1858578,3430.13%+7,486
FIRST TR EXCHANGE-TRADED FD4,127402,722+398,5952816,7530.11%+6,472
SPDR SERIES TRUST
ST STR P500ETF
10,30195,020+84,7198277,2730.12%+6,446
EA SERIES TRUST
FREEDOM 100 EM
31,972147,477+115,5051,6398,0590.13%+6,420
GE VERNOVA INC(GEV)4,36710,469+6,1022,8599,1460.15%+6,286
SELECT SECTOR SPDR TR
ST STR ENERG ETF
75,749154,392+78,6433,3889,4610.15%+6,073
TEXAS PACIFIC LAND CORPORATI(TPL)14,54921,562+7,0134,18010,2340.16%+6,054
MICRON TECHNOLOGY INC(MU)102,852103,159+30729,35734,8540.56%+5,497
FIRST TR EXCHNG TRADED FD VI
INNOVATION LEAD
39,239220,787+181,5481,2946,5750.11%+5,280
ISHARES TR6,71946,351+39,6328866,1430.10%+5,258
FIRST TR EXCHANGE-TRADED FD4,127160,269+156,1422815,4560.09%+5,175
WARNER BROS DISCOVERY INC(WBD)451,631662,265+210,63413,01618,1850.29%+5,170
CORNING INC(GLW)104,585105,306+7219,15914,3200.23%+5,161
FIRST TR EXCHANGE TRADED FD
DORSEY WRIGHT
96,553298,706+202,1532,3977,5480.12%+5,151
FIRST TR EXCHANGE TRADED FD
SMID RISNG ETF
744,892852,512+107,62028,55533,6270.54%+5,072
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
434,569536,683+102,11421,73426,7430.43%+5,008
WALMART INC(WMT)436,065431,179-4,88648,58853,5950.86%+5,007
ISHARES INC077,710+77,71004,8680.08%+4,868
ISHARES TR4,12750,751+46,6242815,1090.08%+4,827
CUMMINS INC(CMI)4,26512,732+8,4672,1826,8580.11%+4,676
ENTERPRISE PRODS PARTNERS L(EPD)967,764941,495-26,26931,02935,6280.57%+4,599
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
076,798+76,79804,4960.07%+4,496
FERROVIAL SE
ORD SHS
068,842+68,84204,4780.07%+4,478
INVESCO EXCH TRADED FD TR II4,12791,519+87,3922814,5320.07%+4,251
TAIWAN SEMICONDUCTOR MANUFAC(TSM)31,27540,376+9,1019,50813,6500.22%+4,141
ROKU INC(ROKU)35,37183,024+47,6533,8377,8560.13%+4,018
MODERNA INC(MRNA)077,622+77,62203,9430.06%+3,943
COMFORT SYS USA INC(FIX)3913,120+2,7293654,3020.07%+3,937
ISHARES INC
CORE MSCI EMKT
49,052102,768+53,7163,2997,1700.12%+3,871
SLB LIMITED(SLB)28,19595,919+67,7241,0834,9300.08%+3,847
VANGUARD WORLD FD12,98129,952+16,9713,2607,0790.11%+3,819
INVESCO EXCH TRADED FD TR II4,127153,584+149,4572813,9980.06%+3,717
ISHARES TR2,97933,695+30,7163774,0760.07%+3,699
LOAR HOLDINGS INC(LOAR)063,824+63,82403,6590.06%+3,659
HUNT J B TRANS SVCS INC(JBHT)017,255+17,25503,6580.06%+3,658
ISHARES TR
CORE UNIVRSL USD
10,49788,945+78,4484894,1090.07%+3,620
AMERICAN CENTY ETF TR5,52340,742+35,2195194,0680.07%+3,549
CONOCOPHILLIPS(COP)99,10596,883-2,2229,27912,7910.21%+3,512
INTEL CORP(INTC)237,084277,247+40,1638,74912,2350.20%+3,486
DOLLAR GEN CORP(DG)6,16834,950+28,7828204,1500.07%+3,331
FIRST TR EXCHANGE-TRADED FD
CORE INVESTMENT
1,068,1371,239,210+171,07322,67925,9770.42%+3,297
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
9,05467,934+58,8804523,5850.06%+3,134
ENERGY TRANSFER L P(ET)1,057,9431,064,992+7,04917,44620,5550.33%+3,109
COSTCO WHOLESALE CORPORATION(COST)26,82326,316-50723,14926,2440.42%+3,094
PACER FDS TR
METAURUS CAP 400
202,582289,091+86,5098,60911,6090.19%+3,000
J P MORGAN EXCHANGE TRADED F
INCOME ETF
9,17568,475+59,3004253,1550.05%+2,730
SCHWAB STRATEGIC TR0103,447+103,44702,6900.04%+2,690
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
559,076678,830+119,75414,67417,3480.28%+2,674
ARM HOLDINGS PLC2,66919,510+16,8412922,9510.05%+2,660
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
1,113,9081,171,062+57,15477,41279,9891.29%+2,578
SABINE RTY TR(SBR)158,609178,301+19,69210,87613,4330.22%+2,557
EOG RES INC(EOG)40,67946,969+6,2904,2726,7910.11%+2,519
INTUITIVE SURGICAL INC4,1276,040+1,9132812,7840.04%+2,503
INVESCO EXCH TRADED FD TR II4,12728,259+24,1322812,7830.04%+2,502
SNAP ON INC(SNA)12,22918,487+6,2584,2156,7150.11%+2,501
VANECK ETF TRUST
SEMICONDUCTR ETF
57,04059,880+2,84020,54422,9600.37%+2,416
LEIDOS HOLDINGS INC(LDOS)8,12723,673+15,5461,4673,6830.06%+2,216
COREWEAVE INC(CRWV)10,60238,287+27,6857592,9660.05%+2,207
YPF SOCIEDAD ANONIMA(YPF)046,761+46,76102,1610.03%+2,161
ISHARES TR
CORE DIV GRWTH
280,082307,598+27,51619,45021,5950.35%+2,145
ISHARES TR2,96618,393+15,4274202,5450.04%+2,125
LINDE PLC(LIN)47,16844,841-2,32720,12222,2410.36%+2,119
ISHARES TR
0-5 YR TIPS ETF
8,91029,126+20,2169123,0130.05%+2,100
CAPITAL GROUP CONSERVATIVE E
SHS
069,868+69,86802,0830.03%+2,083
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
66,87679,927+13,05116,93819,0210.31%+2,082
SCHWAB STRATEGIC TR146,998197,440+50,4424,0346,0590.10%+2,026
VANGUARD INDEX FDS130,554137,167+6,61324,94926,9280.43%+1,979
INVESCO EXCH TRADED FD TR II4,12748,710+44,5832812,2420.04%+1,961
CARDINAL HEALTH INC(CAH)9,31618,322+9,0061,9163,8740.06%+1,957
ISHARES TR69,83988,915+19,0766,7088,6380.14%+1,929
CAPITAL GRP FIXED INCM ETF T
US MULTI-SECTOR
531,876609,326+77,45014,69116,5920.27%+1,902
SHELL PLC(SHEL)148,096137,297-10,79910,88312,7700.21%+1,887
WISDOMTREE TR(WT)19,06235,955+16,8931,7733,6380.06%+1,865
GLOBAL X FDS
GLOBAL X COPPER
024,174+24,17401,8460.03%+1,846
PHILLIPS 66(PSX)34,46134,422-394,4496,2740.10%+1,825
FIRST TR EXCHANGE-TRADED FD
COMMON SHS
459,338552,730+93,3928,0399,8440.16%+1,806
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
53,80063,014+9,21410,30812,0970.19%+1,789
VERIZON COMMUNICATIONS INC(VZ)146,442154,310+7,8685,9667,7480.12%+1,782
ISHARES TR44,33153,087+8,7566,2578,0380.13%+1,781
SELECT SECTOR SPDR TR
ST STR MATER ETF
22,56055,774+33,2141,0232,7870.04%+1,764
INVESCO ACTIVELY MANAGED EXC
S&P 500 EQUA ETF
20,29455,667+35,3731,0342,7840.04%+1,749
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Prospera Financial Services Inc — 13F Holdings — Q1 2026 | TickerTrail