$1.45 Billion is the total value of Prospera Financial Services Inc's 668 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPBO | SPDR SER TRportfolio crport | $489,000 | +2.3% | 13,500 | 0.0% | 0.03% | -81.4% | |
| THQ | TEKLA HEALTHCARE OPPORTUNITI | $418,000 | +12.7% | 20,504 | 0.0% | 0.03% | -79.6% | |
| IYG | ISHARES TRu.s. fin svc etf | $413,000 | +22.9% | 2,752 | 0.0% | 0.03% | -78.1% | |
| VALT | ETF MANAGERS TRetfmg sit ultr | $413,000 | 0.0% | 8,300 | 0.0% | 0.03% | -82.3% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $348,000 | +8.8% | 1 | 0.0% | 0.02% | -80.3% | |
| RUN | SUNRUN INC | $347,000 | -9.9% | 5,000 | 0.0% | 0.02% | -83.7% | |
| IWX | ISHARES TRrus tp200 vl etf | $333,000 | +13.3% | 5,756 | 0.0% | 0.02% | -79.5% | |
| BNO | UNITED STS BRENT OIL FD LPunit | $340,000 | +21.0% | 26,400 | 0.0% | 0.02% | -78.5% | |
| FEMB | FIRST TR EXCH TRADED FD IIIeme mrk bd etf | $278,000 | +11.6% | 7,293 | 0.0% | 0.02% | -80.0% | |
| DWX | SPDR INDEX SHS FDSs&p intl etf | $261,000 | +8.8% | 7,129 | 0.0% | 0.02% | -80.4% | |
| QRVO | QORVO INC | $227,000 | +29.0% | 1,365 | 0.0% | 0.02% | -76.1% | |
| VGM | INVESCO TR INVT GRADE MUNS | $186,000 | +6.3% | 14,106 | 0.0% | 0.01% | -80.6% | |
| CHI | CALAMOS CONV OPPORTUNITIES &sh ben int | $139,000 | +23.0% | 10,300 | 0.0% | 0.01% | -76.7% | |
| NMTR | 9 METERS BIOPHARMA INC | $13,000 | +8.3% | 15,000 | 0.0% | 0.00% | -80.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SELECT SECTOR SPDR TR | 42 | Q3 2023 | 7.0% |
| ISHARES TR | 42 | Q3 2023 | 2.6% |
| ALTRIA GROUP INC | 42 | Q3 2023 | 1.4% |
| VERIZON COMMUNICATIONS INC | 42 | Q3 2023 | 1.4% |
| VANGUARD BD INDEX FDS | 42 | Q3 2023 | 1.2% |
| CHEVRON CORP NEW | 42 | Q3 2023 | 0.9% |
| ISHARES TR | 42 | Q3 2023 | 1.1% |
| SELECT SECTOR SPDR TR | 42 | Q3 2023 | 1.5% |
| PEPSICO INC | 42 | Q3 2023 | 0.7% |
| SPDR SER TR | 42 | Q3 2023 | 1.7% |
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 | 2024-02-14 |
| 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 |
| 13F-HR | 2022-02-10 |
| 13F-HR | 2021-11-12 |
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.