| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| EXXON MOBIL CORP | 11 | Q2 2024 | 17.1% |
| AT&T INC | 11 | Q2 2024 | 5.8% |
| WALMART INC | 11 | Q2 2024 | 3.5% |
| APPLE INC | 11 | Q2 2024 | 3.9% |
| MICROSOFT CORP | 11 | Q2 2024 | 2.4% |
| VERIZON COMMUNICATIONS INC | 11 | Q2 2024 | 2.2% |
| ENBRIDGE INC | 11 | Q2 2024 | 1.9% |
| BERKSHIRE HATHAWAY INC DEL | 11 | Q2 2024 | 1.9% |
| BERKSHIRE HATHAWAY INC DEL | 11 | Q2 2024 | 1.5% |
| ABBVIE INC | 11 | Q2 2024 | 1.4% |
View PROSPERA PRIVATE WEALTH, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-11-08 |
| N-PX | 2024-08-27 |
| 13F-HR | 2024-08-02 |
| 13F-HR | 2024-05-07 |
| 13F-HR | 2024-04-08 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-06 |
| 13F-HR | 2022-11-04 |
View PROSPERA PRIVATE WEALTH, LLC'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.