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Prospera Financial Services Inc.
Prospera Financial Services, Inc. is a Dallas, Texas-based independent broker-dealer and registered investment adviser, founded in 1982. With approximately 265 employees, Prospera serves independent financial advisors and their clients, providing access to a full array of investment products, compliance, and back-office support. The firm specializes in supporting entrepreneurial advisors and offers comprehensive resources for financial planning and wealth management.
Investment Strategy
Prospera Financial focuses on empowering independent financial advisors through robust support, technology, compliance, and a broad platform of investment solutions including stocks, bonds, mutual funds, ETFs, and alternative investments. Their strategy centers on providing tailored services for advisors who seek operational independence while leveraging the security and infrastructure of a larger firm. They emphasize personal client relationships, independence for advisors, and diverse portfolio access.
Latest 13F Filing Activity
Prospera Financial Services Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 1,295 equity positions with a total 13F market value of $5B. The fund increased holdings in Berkshire Hathaway Inc. Del, Nvidia Corporation, Microsoft Corp. among other positions. Prospera Financial Services Inc. reduced exposure to Ishares TR, Ishares TR, First TR Exchng Traded FD VI among others.
Top Holdings
Equity Positions (1,295)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 3.18% | $170.8M | 832,443 | $155.15 | $205.17 | -$4.8M |
N NVDA | NVIDIA CORPORATION | 3.05% | $163.7M | 1,036,142 | $31.17 | $157.99 | +$50.1M |
M MSFT | MICROSOFT CORP | 2.36% | $126.8M | 254,791 | $316.23 | $497.41 | +$38.2M |
A AMZN | AMAZON COM INC | 1.79% | $96.0M | 437,444 | $174.06 | $219.39 | +$23.3M |
| BERKSHIRE HATHAWAY INC DEL | 1.45% | $78.0M | 160,532 | $442.17 | $485.77 | +$55.4M |
Industry Allocation
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