$456 Million is the total value of Prospera Financial Services Inc's 300 reported holdings in Q4 2015. The portfolio turnover from Q3 2015 to Q4 2015 was 40.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FV | Buy | FIRST TR EXCHANGE TRADED FDdorsey wrt 5 et | $93,940,000 | +20.1% | 3,999,165 | +12.0% | 20.60% | +4.1% |
| SPLV | Buy | POWERSHARES ETF TR IIs&p500 low vol | $32,977,000 | +17.4% | 854,988 | +9.5% | 7.23% | +1.8% |
| PDP | Buy | POWERSHARES ETF TRUSTdwa momentum pt | $29,898,000 | +13.9% | 722,692 | +10.6% | 6.56% | -1.2% |
| AAPL | Buy | APPLE INC | $15,151,000 | +194.9% | 143,936 | +192.7% | 3.32% | +155.6% |
| AGG | Buy | ISHARES TRcore us aggbd e | $13,457,000 | +10.7% | 124,592 | +12.3% | 2.95% | -4.0% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $9,540,000 | +47.9% | 188,957 | +38.3% | 2.09% | +28.2% |
| TFI | Buy | SPDR SERIES TRUSTnuvn brcly muni | $8,082,000 | +13.5% | 331,519 | +12.3% | 1.77% | -1.6% |
| SPTI | Buy | SPDR SERIES TRUSTbrclys inter et | $7,666,000 | +11.6% | 127,371 | +12.4% | 1.68% | -3.3% |
| SPSB | Buy | SPDR SERIES TRUSTbarc sht tr cp | $7,568,000 | +12.1% | 248,946 | +12.5% | 1.66% | -2.8% |
| SPIB | Buy | SPDR SERIES TRUSTintr trm corp b | $7,454,000 | +10.8% | 222,980 | +12.5% | 1.64% | -3.9% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $7,190,000 | +826.5% | 91,991 | +780.6% | 1.58% | +704.6% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $6,451,000 | +2792.8% | 150,610 | +2562.4% | 1.42% | +2426.8% |
| T | Buy | AT&T INC | $5,920,000 | +6.6% | 172,057 | +0.1% | 1.30% | -7.6% |
| PFF | Buy | ISHARES TRu.s. pfd stk et | $5,341,000 | +3.8% | 137,468 | +3.1% | 1.17% | -10.1% |
| DAL | New | DELTA AIR LINES INC DEL | $5,216,000 | – | 102,905 | +100.0% | 1.14% | – |
| IVV | Buy | ISHARES TRcore s&p500 etf | $4,396,000 | +23.7% | 21,455 | +16.4% | 0.96% | +7.2% |
| AAL | New | AMERICAN AIRLS GROUP INC | $4,082,000 | – | 96,382 | +100.0% | 0.90% | – |
| BSV | Buy | VANGUARD BD INDEX FD INCshort trm bond | $3,691,000 | +5.3% | 46,381 | +6.4% | 0.81% | -8.7% |
| PIZ | Buy | POWERSHARES ETF TRUST IIdwa devmktmom p | $3,011,000 | +11.7% | 127,038 | +5.9% | 0.66% | -3.2% |
| NFLX | Buy | NETFLIX INC | $2,875,000 | +440.4% | 25,135 | +362.9% | 0.63% | +367.4% |
| XLI | New | SELECT SECTOR SPDR TRsbi int-inds | $2,805,000 | – | 52,916 | +100.0% | 0.62% | – |
| QQQ | Buy | POWERSHARES QQQ TRUSTunit ser 1 | $2,780,000 | +123.8% | 24,853 | +103.6% | 0.61% | +94.3% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $2,758,000 | +11.0% | 59,668 | +3.6% | 0.60% | -3.7% |
| XLB | New | SELECT SECTOR SPDR TRsbi materials | $2,701,000 | – | 62,198 | +100.0% | 0.59% | – |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $2,682,000 | +4.2% | 31,201 | +0.9% | 0.59% | -9.7% |
| AMLP | Buy | ALPS ETF TRalerian mlp | $2,657,000 | +5.2% | 220,515 | +8.9% | 0.58% | -8.8% |
| PIE | Buy | POWERSHARES ETF TRUST IIdwa emkt mom pt | $2,507,000 | +3.1% | 167,675 | +6.0% | 0.55% | -10.6% |
| PGF | Buy | POWERSHARES ETF TRUSTfinl pfd ptfl | $2,299,000 | +8.2% | 122,113 | +4.9% | 0.50% | -6.3% |
| BSJH | Buy | CLAYMORE EXCHANGE TRD FD TRgug blt2017 hy | $2,230,000 | -0.4% | 89,357 | +1.2% | 0.49% | -13.8% |
| XOM | Buy | EXXON MOBIL CORP | $2,137,000 | +9.1% | 27,412 | +1.8% | 0.47% | -5.3% |
| AMZN | Buy | AMAZON COM INC | $2,116,000 | +77.1% | 3,130 | +22.6% | 0.46% | +53.6% |
| MSFT | Buy | MICROSOFT CORP | $1,945,000 | +35.9% | 35,061 | +5.2% | 0.43% | +18.0% |
| LLY | Buy | LILLY ELI & CO | $1,803,000 | +292.0% | 21,397 | +251.0% | 0.40% | +240.5% |
| GILD | Buy | GILEAD SCIENCES INC | $1,492,000 | +40.1% | 14,745 | +28.8% | 0.33% | +21.6% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $1,451,000 | +36.2% | 7,117 | +28.1% | 0.32% | +18.2% |
| NKE | New | NIKE INCcl b | $1,447,000 | – | 23,157 | +100.0% | 0.32% | – |
| CVX | Buy | CHEVRON CORP NEW | $1,352,000 | +52.9% | 15,031 | +29.6% | 0.30% | +32.6% |
| BX | New | BLACKSTONE GROUP L P | $1,339,000 | – | 45,800 | +100.0% | 0.29% | – |
| FRI | Buy | FIRST TR S&P REIT INDEX FD | $1,321,000 | +10.9% | 59,806 | +4.9% | 0.29% | -3.7% |
| DIS | Buy | DISNEY WALT CO | $1,310,000 | +49.5% | 12,468 | +25.7% | 0.29% | +29.3% |
| GOOG | New | ALPHABET INCcap stk cl c | $1,296,000 | – | 1,708 | +100.0% | 0.28% | – |
| EFA | Buy | ISHARES TRmsci eafe etf | $1,237,000 | +4.6% | 21,073 | +2.1% | 0.27% | -9.4% |
| GE | Buy | GENERAL ELECTRIC CO | $1,219,000 | +28.6% | 39,130 | +1.2% | 0.27% | +11.2% |
| EWK | Buy | ISHARESbelgium capd et | $1,219,000 | +20.1% | 67,489 | +9.5% | 0.27% | +3.9% |
| IWF | Buy | ISHARES TRrus 1000 grw et | $1,206,000 | +130.6% | 12,124 | +115.6% | 0.26% | +100.0% |
| VPU | Buy | VANGUARD WORLD FDSutilities etf | $1,200,000 | +6.2% | 12,778 | +5.2% | 0.26% | -8.0% |
| IYY | Buy | ISHARES TRdow jones us et | $1,103,000 | +17.1% | 10,820 | +10.8% | 0.24% | +1.7% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $1,094,000 | +48.6% | 42,778 | +44.7% | 0.24% | +29.0% |
| CHY | Buy | CALAMOS CONV & HIGH INCOME F | $1,070,000 | -0.4% | 101,785 | +3.0% | 0.24% | -13.6% |
| PG | Buy | PROCTER & GAMBLE CO | $1,067,000 | +15.4% | 13,436 | +0.2% | 0.23% | 0.0% |
| SO | Buy | SOUTHERN CO | $1,067,000 | +8.2% | 22,799 | +3.4% | 0.23% | -6.0% |
| ABBV | Buy | ABBVIE INC | $1,049,000 | +50.3% | 17,704 | +33.8% | 0.23% | +29.9% |
| FB | Buy | FACEBOOK INCcl a | $1,017,000 | +99.0% | 9,718 | +52.8% | 0.22% | +72.9% |
| EWL | Buy | ISHARESmsci sz cap etf | $996,000 | +11.5% | 32,082 | +9.9% | 0.22% | -3.5% |
| DWTR | New | POWERSHARES ETF TR IIdwa tctl sctr | $990,000 | – | 39,297 | +100.0% | 0.22% | – |
| IWD | Buy | ISHARES TRrus 1000 val et | $963,000 | +177.5% | 9,841 | +164.2% | 0.21% | +139.8% |
| MUB | Buy | ISHARES TRnat amt free bd | $955,000 | +3.1% | 8,625 | +2.0% | 0.21% | -10.7% |
| BSJI | Buy | CLAYMORE EXCHANGE TRD FD TRgug blt2018 hy | $937,000 | +7.7% | 39,600 | +12.2% | 0.20% | -6.8% |
| CWB | Buy | SPDR SERIES TRUSTbrc cnv secs et | $934,000 | -2.7% | 21,583 | +0.5% | 0.20% | -15.6% |
| WMT | Buy | WAL-MART STORES INC | $900,000 | +318.6% | 14,684 | +306.8% | 0.20% | +264.8% |
| EPHE | Buy | ISHARES TRmsci philips et | $896,000 | +7.6% | 26,568 | +9.7% | 0.20% | -6.6% |
| VGSH | Buy | VANGUARD SCOTTSDALE FDSshtrm gvt bd et | $867,000 | +1.4% | 14,271 | +2.1% | 0.19% | -12.0% |
| TROV | Buy | TROVAGENE INC | $823,000 | +1.2% | 152,325 | +6.7% | 0.18% | -12.6% |
| WFC | Buy | WELLS FARGO & CO NEW | $813,000 | +49.4% | 14,948 | +31.2% | 0.18% | +29.0% |
| COST | Buy | COSTCO WHSL CORP NEW | $786,000 | +38.1% | 4,867 | +16.2% | 0.17% | +19.4% |
| INTC | Buy | INTEL CORP | $774,000 | +63.3% | 22,474 | +22.4% | 0.17% | +41.7% |
| SBUX | Buy | STARBUCKS CORP | $745,000 | +40.3% | 12,415 | +8.8% | 0.16% | +21.6% |
| JPM | Buy | JPMORGAN CHASE & CO | $713,000 | +56.0% | 10,801 | +30.3% | 0.16% | +34.5% |
| INDY | Buy | ISHARESindia 50 etf | $692,000 | +2.7% | 25,457 | +5.4% | 0.15% | -10.6% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt et | $683,000 | +21.3% | 20,879 | +22.8% | 0.15% | +5.6% |
| OILNF | Buy | BARCLAYS BK PLCipsp croil etn | $674,000 | +184.4% | 108,170 | +285.5% | 0.15% | +146.7% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $669,000 | +40.5% | 5,064 | +38.7% | 0.15% | +22.5% |
| GD | New | GENERAL DYNAMICS CORP | $665,000 | – | 4,840 | +100.0% | 0.15% | – |
| TAL | New | TAL INTL GROUP INC | $651,000 | – | 40,957 | +100.0% | 0.14% | – |
| VYM | Buy | VANGUARD WHITEHALL FDS INChigh div yld | $646,000 | +6.6% | 9,677 | +0.1% | 0.14% | -7.2% |
| FDL | Buy | FIRST TR MORNINGSTAR DIV LEA | $633,000 | +12.6% | 26,703 | +5.1% | 0.14% | -2.1% |
| DUK | Buy | DUKE ENERGY CORP NEW | $617,000 | +94.6% | 8,641 | +96.0% | 0.14% | +68.8% |
| BLK | Buy | BLACKROCK INC | $593,000 | +27.0% | 1,742 | +11.0% | 0.13% | +10.2% |
| GOOGL | New | ALPHABET INCcap stk cl a | $595,000 | – | 765 | +100.0% | 0.13% | – |
| USMV | Buy | ISHARES TRusa min vol etf | $586,000 | +68.4% | 14,018 | +59.6% | 0.13% | +46.6% |
| VFC | Buy | V F CORP | $584,000 | -1.0% | 9,386 | +8.5% | 0.13% | -14.1% |
| DWAS | Buy | POWERSHARES ETF TRUST IIdwa sc momnt pt | $568,000 | +8.2% | 15,100 | +7.1% | 0.12% | -6.0% |
| MLPA | New | GLOBAL X FDSglbl x mlp etf | $565,000 | – | 54,400 | +100.0% | 0.12% | – |
| IIM | Buy | INVESCO VALUE MUN INCOME TR | $554,000 | +89.1% | 34,100 | +79.5% | 0.12% | +64.9% |
| LMT | Buy | LOCKHEED MARTIN CORP | $550,000 | +27.3% | 2,534 | +15.3% | 0.12% | +11.0% |
| BKLN | Buy | POWERSHARES ETF TRUST IIsenior ln port | $522,000 | +9.2% | 23,299 | +12.3% | 0.11% | -5.8% |
| SLB | New | SCHLUMBERGER LTD | $518,000 | – | 7,431 | +100.0% | 0.11% | – |
| FHLC | Buy | FIDELITYmsci hlth care | $518,000 | +50.6% | 15,008 | +38.7% | 0.11% | +31.0% |
| MMM | Buy | 3M CO | $516,000 | +24.0% | 3,428 | +5.9% | 0.11% | +7.6% |
| DIA | New | SPDR DOW JONES INDL AVRG ETFut ser 1 | $517,000 | – | 2,970 | +100.0% | 0.11% | – |
| UTX | Buy | UNITED TECHNOLOGIES CORP | $509,000 | +40.6% | 5,298 | +30.2% | 0.11% | +21.7% |
| D | Buy | DOMINION RES INC VA NEW | $482,000 | +55.5% | 7,133 | +62.0% | 0.11% | +35.9% |
| CVS | Buy | CVS HEALTH CORP | $483,000 | +103.8% | 4,936 | +47.5% | 0.11% | +76.7% |
| KO | Buy | COCA COLA CO | $478,000 | +17.2% | 11,134 | +4.5% | 0.10% | +1.9% |
| LOW | Buy | LOWES COS INC | $480,000 | +34.1% | 6,317 | +9.0% | 0.10% | +15.4% |
| HCP | Buy | HCP INC | $474,000 | +61.8% | 12,406 | +57.9% | 0.10% | +40.5% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp b | $465,000 | +10.2% | 5,889 | +11.3% | 0.10% | -4.7% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $465,000 | +47.6% | 4,457 | +39.6% | 0.10% | +27.5% |
| MCD | Buy | MCDONALDS CORP | $460,000 | +51.8% | 3,896 | +26.7% | 0.10% | +31.2% |
| VOO | Buy | VANGUARD INDEX FDS | $453,000 | +28.3% | 2,425 | +20.6% | 0.10% | +11.2% |
| BND | Buy | VANGUARD BD INDEX FD INCtotal bnd mrkt | $437,000 | +58.3% | 5,417 | +60.8% | 0.10% | +37.1% |
| NSC | New | NORFOLK SOUTHERN CORP | $436,000 | – | 5,148 | +100.0% | 0.10% | – |
| KHC | Buy | KRAFT HEINZ CO | $408,000 | +7.4% | 5,610 | +0.4% | 0.09% | -7.3% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $403,000 | +39.4% | 3,422 | +37.2% | 0.09% | +20.5% |
| ABT | Buy | ABBOTT LABS | $402,000 | +19.6% | 8,944 | +7.0% | 0.09% | +3.5% |
| FBT | Buy | FIRST TR EXCHANGE TRADED FDny arca biotech | $390,000 | +20.0% | 3,447 | +7.4% | 0.09% | +4.9% |
| FXO | New | FIRST TR EXCHANGE TRADED FDfinls alphadex | $394,000 | – | 16,999 | +100.0% | 0.09% | – |
| RAI | Buy | REYNOLDS AMERICAN INC | $386,000 | +53.8% | 8,356 | +47.4% | 0.08% | +34.9% |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $388,000 | +34.3% | 2,726 | +18.1% | 0.08% | +16.4% |
| PCI | Buy | PIMCO DYNAMIC CR INCOME FD | $379,000 | +15.2% | 21,000 | +16.7% | 0.08% | 0.0% |
| KMB | Buy | KIMBERLY CLARK CORP | $360,000 | +56.5% | 2,825 | +25.3% | 0.08% | +36.2% |
| ET | Buy | ENERGY TRANSFER EQUITY L P | $358,000 | +1.7% | 26,040 | +53.8% | 0.08% | -11.2% |
| WR | Buy | WESTAR ENERGY INC | $359,000 | +16.6% | 8,475 | +5.6% | 0.08% | +1.3% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $357,000 | +11.6% | 3,685 | +1.3% | 0.08% | -3.7% |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $349,000 | – | 4,291 | +100.0% | 0.08% | – |
| STX | Buy | SEAGATE TECHNOLOGY PLC | $335,000 | -8.2% | 9,140 | +12.1% | 0.07% | -20.7% |
| KMI | Buy | KINDER MORGAN INC DEL | $335,000 | -42.7% | 22,444 | +6.3% | 0.07% | -50.7% |
| FTC | Buy | FIRST TR LRG CP GRWTH ALPHAD | $327,000 | +11.2% | 6,774 | +5.3% | 0.07% | -2.7% |
| PKG | Buy | PACKAGING CORP AMER | $322,000 | +29.3% | 5,112 | +23.6% | 0.07% | +12.7% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $313,000 | +19.5% | 5,548 | +20.3% | 0.07% | +4.5% |
| BUD | Buy | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $307,000 | +35.8% | 2,460 | +15.5% | 0.07% | +17.5% |
| V | Buy | VISA INC | $304,000 | +19.2% | 3,925 | +7.3% | 0.07% | +3.1% |
| USA | Buy | LIBERTY ALL STAR EQUITY FDsh ben int | $301,000 | +20.4% | 56,190 | +14.0% | 0.07% | +4.8% |
| STAG | New | STAG INDL INC | $303,000 | – | 16,400 | +100.0% | 0.07% | – |
| FDX | Buy | FEDEX CORP | $298,000 | +32.4% | 2,001 | +28.0% | 0.06% | +14.0% |
| MPC | New | MARATHON PETE CORP | $297,000 | – | 5,728 | +100.0% | 0.06% | – |
| FSTA | New | FIDELITYconsmr staples | $290,000 | – | 9,594 | +100.0% | 0.06% | – |
| CB | Buy | CHUBB CORP | $284,000 | +24.0% | 2,145 | +15.1% | 0.06% | +6.9% |
| BGY | Buy | BLACKROCK INTL GRWTH & INC T | $281,000 | +15.6% | 45,050 | +12.5% | 0.06% | +1.6% |
| IWM | Buy | ISHARES TRrussell 2000 et | $276,000 | +24.3% | 2,449 | +20.3% | 0.06% | +8.9% |
| DSL | New | DOUBLELINE INCOME SOLUTIONS | $276,000 | – | 17,034 | +100.0% | 0.06% | – |
| DVY | Buy | ISHARES TRselect divid et | $278,000 | +9.0% | 3,700 | +5.7% | 0.06% | -6.2% |
| UNP | New | UNION PAC CORP | $277,000 | – | 3,536 | +100.0% | 0.06% | – |
| ESRX | New | EXPRESS SCRIPTS HLDG CO | $276,000 | – | 3,152 | +100.0% | 0.06% | – |
| RTN | New | RAYTHEON CO | $272,000 | – | 2,187 | +100.0% | 0.06% | – |
| AGN | New | ALLERGAN PLC | $265,000 | – | 847 | +100.0% | 0.06% | – |
| PB | New | PROSPERITY BANCSHARES INC | $263,000 | – | 5,500 | +100.0% | 0.06% | – |
| RE | New | EVEREST RE GROUP LTD | $261,000 | – | 1,426 | +100.0% | 0.06% | – |
| WM | New | WASTE MGMT INC DEL | $256,000 | – | 4,802 | +100.0% | 0.06% | – |
| ECL | New | ECOLAB INC | $242,000 | – | 2,112 | +100.0% | 0.05% | – |
| IWS | New | ISHARES TRrus mdcp val et | $242,000 | – | 3,527 | +100.0% | 0.05% | – |
| VIG | Buy | VANGUARD SPECIALIZED PORTFOLdiv app etf | $236,000 | +11.3% | 3,030 | +5.2% | 0.05% | -3.7% |
| SHW | New | SHERWIN WILLIAMS CO | $239,000 | – | 919 | +100.0% | 0.05% | – |
| DPS | New | DR PEPPER SNAPPLE GROUP INC | $227,000 | – | 2,435 | +100.0% | 0.05% | – |
| IWP | New | ISHARES TRrus md cp gr et | $223,000 | – | 2,430 | +100.0% | 0.05% | – |
| JWN | New | NORDSTROM INC | $225,000 | – | 4,515 | +100.0% | 0.05% | – |
| TIP | New | ISHARES TRtips bd etf | $214,000 | – | 1,952 | +100.0% | 0.05% | – |
| CLX | New | CLOROX CO DEL | $213,000 | – | 1,681 | +100.0% | 0.05% | – |
| LXU | New | LSB INDS INC | $210,000 | – | 28,959 | +100.0% | 0.05% | – |
| AWK | New | AMERICAN WTR WKS CO INC NEW | $205,000 | – | 3,436 | +100.0% | 0.04% | – |
| AOK | Buy | ISHARESconser alloc et | $207,000 | +3.0% | 6,550 | +2.3% | 0.04% | -11.8% |
| MDY | New | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $205,000 | – | 806 | +100.0% | 0.04% | – |
| EA | New | ELECTRONIC ARTS INC | $201,000 | – | 2,920 | +100.0% | 0.04% | – |
| XLE | New | SELECT SECTOR SPDR TRsbi int-energy | $200,000 | – | 3,310 | +100.0% | 0.04% | – |
| ETN | New | EATON CORP PLC | $200,000 | – | 3,847 | +100.0% | 0.04% | – |
| MET | New | METLIFE INC | $202,000 | – | 4,192 | +100.0% | 0.04% | – |
| BOE | Buy | BLACKROCK GLOBAL OPP EQTY TR | $198,000 | +21.5% | 15,500 | +14.8% | 0.04% | +4.9% |
| GLW | New | CORNING INC | $191,000 | – | 10,451 | +100.0% | 0.04% | – |
| GNL | Buy | GLOBAL NET LEASE INC | $183,000 | -6.6% | 23,065 | +8.4% | 0.04% | -20.0% |
| RIG | Buy | TRANSOCEAN LTD | $179,000 | +0.6% | 14,447 | +5.1% | 0.04% | -13.3% |
| JPC | New | NUVEEN PFD INCOME OPPRTNY FD | $145,000 | – | 15,850 | +100.0% | 0.03% | – |
| CTRV | Buy | CONTRAVIR PHARMACEUTICALS IN | $140,000 | -22.7% | 90,800 | +4.7% | 0.03% | -32.6% |
| SUNEQ | Buy | SUNEDISON INC | $137,000 | +90.3% | 27,000 | +170.0% | 0.03% | +66.7% |
| NYMT | Buy | NEW YORK MTG TR INC | $128,000 | +47.1% | 24,082 | +51.6% | 0.03% | +27.3% |
| AA | New | ALCOA INC | $105,000 | – | 10,661 | +100.0% | 0.02% | – |
| RMT | New | ROYCE MICRO-CAP TR INC | $93,000 | – | 12,804 | +100.0% | 0.02% | – |
| CHK | New | CHESAPEAKE ENERGY CORP | $46,000 | – | 10,210 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-01-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SELECT SECTOR SPDR TR | 45 | Q2 2024 | 7.0% |
| ISHARES TR | 45 | Q2 2024 | 2.6% |
| ALTRIA GROUP INC | 45 | Q2 2024 | 1.4% |
| VERIZON COMMUNICATIONS INC | 45 | Q2 2024 | 1.4% |
| VANGUARD BD INDEX FDS | 45 | Q2 2024 | 1.2% |
| CHEVRON CORP NEW | 45 | Q2 2024 | 0.9% |
| PEPSICO INC | 45 | Q2 2024 | 0.7% |
| ISHARES TR | 45 | Q2 2024 | 1.1% |
| SELECT SECTOR SPDR TR | 45 | Q2 2024 | 1.5% |
| ISHARES TR | 45 | Q2 2024 | 2.2% |
View Prospera Financial Services Inc's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| ALPS ETF Trust | June 02, 2017 | 10 | 12.0% |
| ALPS ETF Trust | June 02, 2017 | 10 | 12.0% |
| ALPS ETF Trust | June 02, 2017 | 10 | 12.0% |
| First Trust Exchange-Traded Fund III | May 11, 2017 | 10 | 12.0% |
| FIRST TRUST EXCHANGE-TRADED FUND VI | May 11, 2017 | 10 | 12.0% |
| PowerShares Exchange-Traded Fund Trust IISold out | May 11, 2017 | 0 | 0.0% |
| POWERSHARES DB SILVER FUND | September 09, 2016 | 10 | 12.0% |
| SPDR SERIES TRUST | September 09, 2016 | 10 | 12.0% |
| Probe Mines Ltd | May 01, 2015 | 616,348 | 1.8% |
| FIRST TRUST EXCHANGE-TRADED FUND VI | September 22, 2014 | 1,211,443 | 4.8% |
View Prospera Financial Services Inc's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-13 |
| 13F-HR | 2024-08-13 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-10-27 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-05-04 |
View Prospera Financial Services Inc's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.