StockDriftsStockDriftsTop 50 Prospera Financial Services Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 3.55% | 843.8K | $244.2M | -1.69%(-14.54K) | $148.26(+105.98%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.39% | 1.17M | $233.2M | +4.06%(+45.45K) | $48.93(+361.97%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.61% | 296.3K | $110.6M | +1.44%(+4.20K) | $305.53(+59.09%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.57% | 454.4K | $108.3M | +0.12%(+561) | $174.39(+50.54%) | 2026-06-30 | |
| CAT | CATERPILLAR INC | 1.51% | 97.6K | $103.9M | +2.23%(+2.12K) | $374.97(+131.88%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 1.41% | 272.5K | $97.4M | -4.74%(-13.57K) | $156.62(+120.10%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 1.41% | 131.8K | $97.2M | -5.70%(-7.96K) | $362.61(+102.01%) | 2026-06-30 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 1.3% | 1.11M | $89.6M | -5.59%(-65.50K) | $50.86(+64.37%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 1.24% | 241.0K | $85.2M | +1.98%(+4.68K) | $142.46(+140.53%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 1.14% | 207.1K | $78.3M | -5.05%(-11.01K) | $97.98(+301.86%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +23.24% | +87.16% | +13.15% | +85.51% |
| Top 20 Holdings Unweighted | +23.68% | +89.17% | +13.45% | +87.96% |
Prospera Financial Services Inc reports $6.89B in US-listed equity holdings across 1,468 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (3.5%), NVDA (3.4%) and MSFT (1.6%). The top 20 holdings account for 27.2% of reported assets. Its disclosed equity book has returned +87.16% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Prospera Financial Services Inc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1541625). View Prospera Financial Services Inc’s 13F filings on SEC