Fund HoldingsProspera Financial Services Inc

Total Portfolio Value
$2.59B
Total Bought
$304.15M
Total Sold
$308.56M
Net Transaction
-$4.41M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
INVESCO EXCHANGE TRADED FD T
DORS WRI MOM ETF
0337,080+337,080025,9511.00%+25,951
ISHARES TR24,11245,708+21,59610,75019,6310.76%+8,881
FIRST TR EXCHNG TRADED FD VI
SMITH OPPORT FXD
164,388367,307+202,9197,27015,4560.60%+8,186
INVESCO QQQ TR95,172119,923+24,75135,18242,9881.66%+7,806
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
662,116791,305+129,18939,35147,0311.82%+7,679
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
0254,251+254,25106,2260.24%+6,226
PACER FDS TR
US CASH COWS 100
0211,276+211,276010,4470.40%+10,447
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
0336,891+336,89108,9170.34%+8,917
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
0243,499+243,49905,1300.20%+5,130
VALE S A0339,367+339,36704,5480.18%+4,548
SPDR SER TR
ST STR BL 12 ETF
94,563138,074+43,5119,40513,7290.53%+4,323
SPDR SER TR
ST STR CONV ETF
082,905+82,90505,6210.22%+5,621
SPDR SER TR
ST STR SP400VAL
062,123+62,12304,0290.16%+4,029
SSGA ACTIVE ETF TR
ST STR BL LN ETF
0138,301+138,30105,7990.22%+5,799
CAPITAL GRP FIXED INCM ETF T
CORE PLUS INCM
0218,130+218,13004,6900.18%+4,690
VANGUARD INDEX FDS149,285181,142+31,85721,22024,9910.97%+3,771
ALPS ETF TR
DYNAM US ETF
0215,164+215,16409,4180.36%+9,418
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
073,060+73,06003,6560.14%+3,656
PNC FINL SVCS GROUP INC(PNC)062,402+62,40207,6620.30%+7,662
SELECT SECTOR SPDR TR
ST STR ENERG ETF
76,109104,524+28,4156,1799,4500.37%+3,271
VANECK ETF TRUST
MRNGSTR WDE MOAT
98,605146,361+47,7567,86811,1000.43%+3,232
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
0151,103+151,10303,7020.14%+3,702
BLACKSTONE INC(BX)240,205237,586-2,61922,33525,4580.98%+3,123
NXP SEMICONDUCTORS N V
COM
018,879+18,87903,7790.15%+3,779
FIRST TR EXCH TRADED FD III
RIVRFRNT DYN DEV
0123,533+123,53306,8660.27%+6,866
VANGUARD BD INDEX FDS
VANGUARD ULTRA
055,957+55,95702,7520.11%+2,752
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
525,023616,524+91,50114,87017,4110.67%+2,541
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
647,976716,151+68,17530,53132,9211.27%+2,391
FIRST TR EXCHANGE-TRADED FD244,145281,233+37,08818,35520,7310.80%+2,376
INVESCO EXCH TRADED FD TR II031,030+31,03002,3310.09%+2,331
INVESCO EXCH TRADED FD TR II078,457+78,45702,2490.09%+2,249
JANUS DETROIT STR TR
HENDRSON AAA CL
042,537+42,53702,1410.08%+2,141
SPDR SER TR
ST INTER BD ETF
077,161+77,16102,4270.09%+2,427
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
407,545459,378+51,83322,55324,6080.95%+2,055
FIRST TR EXCHANGE-TRADED FD
BUYWRIT INCM ETF
0144,321+144,32102,9450.11%+2,945
ISHARES TR097,282+97,28202,4860.10%+2,486
ALPHABET INC(GOOG)127,681130,716+3,03515,44517,2350.67%+1,789
INVESCO EXCH TRADED FD TR II093,351+93,35101,7310.07%+1,731
SELECT SECTOR SPDR TR
ST STR INDL ETF
016,744+16,74401,6990.07%+1,699
PEPSICO INC(PEP)78,83195,648+16,81714,60816,2110.63%+1,603
PALO ALTO NETWORKS INC(PANW)012,208+12,20802,8620.11%+2,862
SELECT SECTOR SPDR TR
ST STR SVC ETF
027,514+27,51401,8040.07%+1,804
INVESCO EXCH TRADED FD TR II055,335+55,33501,4830.06%+1,483
WISDOMTREE TR(WT)025,042+25,04202,2100.09%+2,210
VANGUARD INDEX FDS49,45956,704+7,24513,99915,4450.60%+1,446
EXXON MOBIL CORP224,987217,461-7,52624,13425,5730.99%+1,439
ISHARES TR016,816+16,81601,3200.05%+1,320
ALPS ETF TR
DYNA CORE IN ETF
0175,350+175,35003,7570.15%+3,757
ISHARES TR0162,218+162,21804,8910.19%+4,891
FIRST TR VALUE LINE DIVID IN
SHS
849,073943,904+94,83134,05735,3081.37%+1,252
AT&T INC(T)0288,443+288,44304,3330.17%+4,333
ADOBE INC(ADBE)09,782+9,78204,9880.19%+4,988
FIRST TR EXCH TRD ALPHDX FD
DEV MRK EX US
024,276+24,27601,2200.05%+1,220
PROSHARES TR
K-1 FREE CRD OIL
024,322+24,32201,2100.05%+1,210
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
022,389+22,38901,7010.07%+1,701
RBB FD INC
US TRSRY 6 MNTH
023,400+23,40001,1740.05%+1,174
ALPS ETF TR
ACTIVE EQTY OPPT
070,452+70,45203,0060.12%+3,006
ISHARES TR
CORE MSCI EAFE
050,995+50,99503,2820.13%+3,282
ELI LILLY & CO(LLY)011,799+11,79906,3420.25%+6,342
AMGEN INC(AMGN)026,276+26,27607,0640.27%+7,064
VANGUARD WORLD FDS
INF TECH ETF
05,407+5,40702,2460.09%+2,246
SPROTT FDS TR
URANI MINER ETF
078,608+78,60803,7080.14%+3,708
FIRST TR LRG CP VL ALPHADEX
COM SHS
023,999+23,99901,5550.06%+1,555
FIRST TR EXCHANGE-TRADED FD089,078+89,07802,3170.09%+2,317
ALPHABET INC(GOOG)106,302105,227-1,07512,72413,7700.53%+1,045
ISHARES TR026,180+26,18006,5330.25%+6,533
NOVO-NORDISK A S(NVO)075,030+75,03006,8230.26%+6,823
ISHARES INC016,358+16,35809520.04%+952
TRANSOCEAN LTD(RIG)0186,093+186,09301,5280.06%+1,528
SPDR SER TR
ST STR P500ETF
048,055+48,05502,4150.09%+2,415
BERKSHIRE HATHAWAY INC DEL31,53133,295+1,76410,75211,6630.45%+911
INVESCO EXCH TRADED FD TR II
S&P 500 REVENUE
014,729+14,72901,1510.04%+1,151
ISHARES TR024,652+24,65206,5600.25%+6,560
VANGUARD INDEX FDS36,09241,623+5,5317,9578,8490.34%+891
INVESCO EXCHANGE TRADED FD T
S&P 500 GARP ETF
030,913+30,91302,8210.11%+2,821
FIRST TR EXCHANGE-TRADED FD
NASD TECH DIV
022,591+22,59101,2670.05%+1,267
PDD HOLDINGS INC(PDD)08,832+8,83208660.03%+866
INVESCO EXCHANGE TRADED FD T
BLDG CONSTR ETF
016,896+16,89608530.03%+853
CONOCOPHILLIPS(COP)049,432+49,43205,9250.23%+5,925
ABBVIE INC(ABBV)56,72856,887+1597,6488,4850.33%+837
ISHARES TR38,58645,599+7,0137,2308,0630.31%+833
BROADCOM INC(AVGO)17,39619,152+1,75615,11515,9330.62%+818
PROCTER AND GAMBLE CO(PG)158,732170,635+11,90324,10224,9040.96%+802
ISHARES TR
MSCI USA QLT FCT
024,207+24,20703,1900.12%+3,190
WISDOMTREE TR(WT)026,919+26,91901,8560.07%+1,856
ISHARES TR
US TREAS BD ETF
064,429+64,42901,4200.05%+1,420
MERCK & CO INC(MRK)92,890111,599+18,70910,72311,4930.44%+769
VANGUARD INDEX FDS022,441+22,44104,2480.16%+4,248
SPDR SER TR
ST LON TREAS ETF
027,967+27,96707310.03%+731
FIRST TR EXCH TRADED FD III545,614590,709+45,0958,7159,4360.36%+720
FIRST TR EXCH TRADED FD III
RIVR FRNT DYN
032,382+32,38201,7240.07%+1,724
WISDOMTREE TR(WT)035,261+35,26102,2400.09%+2,240
FIDELITY NATL INFORMATION SV(FIS)056,495+56,49503,1230.12%+3,123
SPDR S&P 500 ETF TR(SPY)50,08953,542+3,45322,21322,8970.89%+684
AUTOMATIC DATA PROCESSING IN019,751+19,75104,7560.18%+4,756
KINDER MORGAN INC DEL(KMI)0148,470+148,47002,4620.10%+2,462
ALPS ETF TR
STRATEGIC INCOME
072,177+72,17701,5990.06%+1,599
GLOBAL X FDS
US INFR DEV ETF
052,143+52,14301,5840.06%+1,584
SHELL PLC(SHEL)110,754113,765+3,0116,6887,3250.28%+637
FIRST TR EXCHNG TRADED FD VI
FT VEST NAS
045,419+45,41909850.04%+985
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