Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Prospera Financial Services Inc (CIK 1541625) reported $6.21B across 1,406 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($217.9M, 3.51%), NVDA ($195.4M, 3.15%), MSFT ($108.2M, 1.74%), AMZN ($94.5M, 1.52%), GOOGL ($82.3M, 1.33%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $217.9M | 3.51% | 858,322 | Added |
| 2 | NVDA | NVIDIA CORPORATION | $195.4M | 3.15% | 1.1M | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $108.2M | 1.74% | 292,123 | Added |
| 4 | AMZN | AMAZON COM INC | $94.5M | 1.52% | 453,861 | Added |
| 5 | GOOGL | ALPHABET INC | $82.3M | 1.33% | 286,101 | Trimmed |
| 6 | QQQ | INVESCO QQQ TR | $80.8M | 1.30% | 139,784 | Trimmed |
| 7 | RDVY | FIRST TR EXCHANGE TRADED FD | $80.0M | 1.29% | 1.2M | Added |
| 8 | XOM | EXXON MOBIL CORP | $70.2M | 1.13% | 413,557 | Trimmed |
| 9 | JPM | JPMORGAN CHASE & CO | $68.3M | 1.10% | 232,028 | Trimmed |
| 10 | HON | HONEYWELL INTL INC | $68.2M | 1.10% | 301,881 | Added |
| 11 | CAT | CATERPILLAR INC | $67.6M | 1.09% | 95,444 | Added |
| 12 | AVGO | BROADCOM INC | $67.5M | 1.09% | 218,121 | Added |
| 13 | GOOG | ALPHABET INC | $67.8M | 1.09% | 236,351 | Trimmed |
| 14 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $67.1M | 1.08% | 140,042 | Trimmed |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | $60.6M | 0.98% | 93,093 | Trimmed |
| 16 | CGGR | CAPITAL GROUP GROWTH ETF | $57.9M | 0.93% | 1.4M | Added |
| 17 | WMT | WALMART INC | $53.6M | 0.86% | 431,179 | Trimmed |
| 18 | IVV | ISHARES TR | $52.3M | 0.84% | 80,037 | Trimmed |
| 19 | META | META PLATFORMS INC | $49.8M | 0.80% | 86,934 | Added |
| 20 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $49.7M | 0.80% | 1.2M | Added |
| 21 | NFLX | NETFLIX INC. | $46.5M | 0.75% | 483,439 | Added |
| 22 | GLD | SPDR GOLD TR | $44.5M | 0.72% | 103,335 | Trimmed |
| 23 | LLY | ELI LILLY & CO | $44.0M | 0.71% | 47,840 | Trimmed |
| 24 | JNJ | JOHNSON & JOHNSON | $42.6M | 0.69% | 174,333 | Added |
| 25 | IWD | ISHARES TR | $38.6M | 0.62% | 180,495 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31