Prospera Financial Services Inc

Q1 2025 13F-HR Holdings

Location
Dallas, TX
Holdings as of
3/31/2025
Date filed
5/15/2025
Form type
13F-HR
Num holdings
1,167
Total value ($000)
$4,351,960
Net value change ($000)
+58,581 (1.4%)
New positions
116
Sold out positions
83
Turnover %
3.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2025 Next filing: 8/6/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IWD 28,595 568.6%
PLTR 12,925 205.3%
IYF 10,368 821.6%
VOO 9,816 42.9%
IJT 7,814 1559.7%
AMLP 7,663 78.7%
XOM 6,990 14.9%
GDX 6,297 85.5%
TEAM 5,801 NEW
GLD 5,724 28.2%
Top Reduces (Value $000, Stocks/ETFs)
NVDA -34,471 -23.3%
SPYG -27,361 -97.5%
AAPL -16,670 -8.7%
AVGO -15,963 -26.0%
TSLA -13,937 -60.3%
IWF -10,647 -49.1%
IJS -8,218 -86.4%
BX -7,888 -19.2%
SPY -7,741 -11.7%
AMZN -7,706 -9.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type