Fund Holdings — Prospera Financial Services Inc

Total Portfolio Value
$5.86B
Total Bought
$677.60M
Total Sold
$353.41M
Net Transaction
+$324.19M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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NVIDIA CORPORATION(NVDA)1,036,1421,129,854+93,712163,706210,8173.60%+47,110
APPLE INC(AAPL)832,443844,124+11,681170,840215,0003.67%+44,160
ALPHABET INC(GOOG)238,104248,959+10,85541,97360,5391.03%+18,566
ALPHABET INC(GOOG)241,695246,535+4,84042,87960,0511.02%+17,172
PALANTIR TECHNOLOGIES INC(PLTR)268,996274,470+5,47436,66950,0680.85%+13,399
INVESCO EXCH TRADED FD TR II196,416234,561+38,1454,50417,2360.29%+12,732
JPMORGAN CHASE & CO.(JPM)222,489239,509+17,02064,52475,5771.29%+11,053
SPDR GOLD TR(GLD)100,410116,574+16,16430,60841,4380.71%+10,831
FIRST TR EXCHANGE-TRADED FD196,416410,713+214,2974,50414,7530.25%+10,249
VANECK ETF TRUST
GOLD MINERS ETF
255,600302,016+46,41613,30723,0750.39%+9,768
BROADCOM INC(AVGO)231,326222,501-8,82563,78173,4261.25%+9,645
MICROSOFT CORP(MSFT)254,791262,989+8,198126,822136,3052.33%+9,483
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
1,074,3171,186,243+111,92643,67752,1060.89%+8,429
INVESCO QQQ TR136,822139,026+2,20475,53883,5381.42%+8,001
ISHARES TR9,73680,666+70,9309698,9210.15%+7,952
ISHARES INC
MSCI GBL GOLD MN
0110,588+110,58807,1560.12%+7,156
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
1,060,1411,090,919+30,77866,53973,4051.25%+6,866
SHOPIFY INC(SHOP)24,07563,529+39,4542,7779,4410.16%+6,664
TESLA INC(TSLA)49,23849,945+70715,64122,2120.38%+6,571
AMPHENOL CORP NEW23,45971,581+48,1222,3178,8580.15%+6,542
ZSCALER INC(ZS)021,588+21,58806,4680.11%+6,468
FIRST TR EXCHNG TRADED FD VI
ACTV FCTR LGCP
81,258239,089+157,8312,9509,2790.16%+6,328
APPLOVIN CORP(APP)14,27115,679+1,4084,99611,2660.19%+6,270
SPROTT ASSET MANAGEMENT LP(PSLV)1,147,5121,291,526+144,01414,04520,2770.35%+6,231
WASTE MGMT INC DEL(WM)18,42345,900+27,4774,21810,1390.17%+5,921
ADVANCED MICRO DEVICES INC(AMD)70,46998,308+27,8399,99915,9050.27%+5,905
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
1,047,1761,115,043+67,86741,35446,8660.80%+5,512
ELI LILLY & CO(LLY)44,96353,110+8,14735,06140,5380.69%+5,477
BLOOM ENERGY CORP95,53289,505-6,0272,2857,5690.13%+5,284
WARNER BROS DISCOVERY INC(WBD)35,577282,402+246,8254085,5150.09%+5,107
ABBVIE INC(ABBV)89,18693,424+4,23816,56521,6480.37%+5,082
CATERPILLAR INC(CAT)75,05071,665-3,38529,14534,2060.58%+5,061
ISHARES TR12,83750,196+37,3591,5886,5130.11%+4,925
BLACKSTONE INC(BX)237,895235,124-2,77135,58740,1730.69%+4,586
ISHARES TR105,008104,367-64144,60148,9060.83%+4,305
T ROWE PRICE ETF INC
PRICE BLUE CHIP
7,15292,167+85,0153244,5050.08%+4,181
SELECT SECTOR SPDR TR
ST STR FINL ETF
169,723242,039+72,3168,88913,0400.22%+4,151
AMAZON COM INC(AMZN)437,444455,407+17,96395,97099,9931.71%+4,023
ISHARES TR
IBONDS 27 ETF
0165,285+165,28504,0230.07%+4,023
GE AEROSPACE(GE)40,39147,706+7,31510,39914,3540.24%+3,955
JANUS DETROIT STR TR
HENDRSON AAA CL
15,79789,702+73,9058024,5550.08%+3,753
ISHARES TR16,53226,179+9,6475,0368,7250.15%+3,689
ORACLE CORP(ORCL)76,21072,146-4,06416,66520,2950.35%+3,630
LAM RESEARCH CORP(LRCX)71,13378,497+7,3646,92610,5120.18%+3,587
SPROTT ASSET MANAGEMENT LP(PHYS)482,843524,900+42,05712,24015,5470.27%+3,307
DOORDASH INC(DASH)96012,603+11,6432373,4280.06%+3,191
JOHNSON & JOHNSON(JNJ)89,14290,412+1,27013,62816,7780.29%+3,149
VANGUARD INDEX FDS82,68685,947+3,26125,14228,2170.48%+3,076
LOWES COS INC(LOW)69,47673,374+3,89815,42118,4470.31%+3,026
AMERICAN EXPRESS CO(AXP)62,14468,733+6,58919,82722,8360.39%+3,009
SELECT SECTOR SPDR TR
ST STR SVC ETF
38,25860,459+22,2014,1537,1590.12%+3,005
L3HARRIS TECHNOLOGIES INC(LHX)64,49762,663-1,83416,18119,1410.33%+2,960
H2O AMERICA(HTO)058,663+58,66302,8570.05%+2,857
HOWMET AEROSPACE INC(HWM)12,07925,783+13,7042,2485,0590.09%+2,811
ISHARES TR
CORE DIV GRWTH
244,963270,466+25,50315,66818,4210.31%+2,753
GE VERNOVA INC(GEV)6,76010,275+3,5153,5816,3220.11%+2,742
ISHARES TR44,65251,129+6,4779,64412,3830.21%+2,739
FIRST TR EXCHANGE-TRADED FD196,416420,351+223,9354,5047,0910.12%+2,587
DELL TECHNOLOGIES INC(DELL)26,88841,492+14,6043,2995,8860.10%+2,587
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
683,304753,087+69,78316,89019,4740.33%+2,584
MARRIOTT INTL INC NEW(MAR)20,26531,042+10,7775,5388,0870.14%+2,549
OKLO INC(OKLO)51,43548,542-2,8932,8805,4190.09%+2,539
WESTERN DIGITAL CORP(WDC)32,73038,579+5,8492,0944,6320.08%+2,537
SABINE RTY TR(SBR)31,05957,918+26,8592,0714,6020.08%+2,531
ISHARES TR77,90493,290+15,38611,08713,6090.23%+2,522
WHEATON PRECIOUS METALS CORP(WPM)73,71180,486+6,7756,6199,0020.15%+2,383
VANECK ETF TRUST
JUNIOR GOLD MINE
60,81965,488+4,6694,1116,4850.11%+2,375
JABIL INC(JBL)3,08114,027+10,9466723,0460.05%+2,374
CORNING INC(GLW)75,90376,765+8623,9926,2980.11%+2,306
VANGUARD INDEX FDS47,98848,198+21027,30329,5690.50%+2,266
ISHARES TR021,553+21,55302,2480.04%+2,248
HOME DEPOT INC(HD)56,78856,434-35420,84322,8910.39%+2,049
AMERICAN ELEC PWR CO INC26,53642,392+15,8562,7544,7710.08%+2,016
WYNN RESORTS LTD(WYNN)7,49021,031+13,5417022,6980.05%+1,996
ROBINHOOD MKTS INC(HOOD)5,44817,337+11,8895102,4820.04%+1,972
CHEVRON CORP NEW(CVX)148,189149,157+96821,22623,1720.40%+1,945
VANGUARD WORLD FD56,43356,136-29720,66722,5940.39%+1,927
KLA CORP(KLAC)4,2225,258+1,0363,7845,6750.10%+1,891
TE CONNECTIVITY PLC(TEL)2,84810,732+7,8844812,3570.04%+1,877
ALPS ETF TR
DYNAM US ETF
219,955232,266+12,31112,76014,6210.25%+1,862
APPLIED MATLS INC44,94149,254+4,3138,22910,0860.17%+1,857
EMERSON ELEC CO(EMR)58,47673,554+15,0787,8009,6510.16%+1,851
F5 INC(FFIV)4,81510,085+5,2701,4173,2590.06%+1,842
FIRST TR EXCHANGE-TRADED FD
COMMON SHS
156,115263,256+107,1412,4264,2520.07%+1,825
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
664,373686,664+22,29121,12722,9480.39%+1,821
ARTESIAN RES CORP60,603117,493+56,8902,0343,8300.07%+1,796
ISHARES TR31,47742,016+10,5394,1815,9710.10%+1,790
BANK AMERICA CORP399,410399,854+44418,90120,6290.35%+1,728
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
47,43250,469+3,03710,78912,4920.21%+1,703
SHERWIN WILLIAMS CO(SHW)22,68627,401+4,7157,7909,4880.16%+1,698
ETFIS SER TR I
VIRTUS REAVES UT
7,26826,731+19,4635502,2310.04%+1,681
VANGUARD WORLD FD
INF TECH ETF
13,53514,253+7189,00910,6750.18%+1,667
SPDR SERIES TRUST
SST SPDR BLOOMBE
57,487135,070+77,5831,2302,8850.05%+1,655
QUANTUMSCAPE CORP(QS)239,530262,828+23,2981,6103,2380.06%+1,628
TJX COS INC NEW(TJX)16,83325,522+8,6892,0803,6910.06%+1,611
VANGUARD INDEX FDS76,52973,248-3,28133,57235,1560.60%+1,584
ISHARES SILVER TR(SLV)185,333180,840-4,4936,0817,6620.13%+1,581
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
105,162135,918+30,7565,3306,8960.12%+1,566
PACER FDS TR
US LRG CP CASH
22,02163,654+41,6337732,3110.04%+1,538
ISHARES TR58,27459,314+1,04010,09911,6200.20%+1,521
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Prospera Financial Services Inc — 13F Holdings — Q3 2025 | TickerTrail