Prospera Financial Services Inc
Annual return '25
+11.2%
SPY '25
+17.7%
Alpha
-6.5ptsvs SPY
Invested
$6.2B
Holdings
1,415
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q4 2025: Exited (was 844.1k shares)
3.5%
02
$NVDA
NVIDIA CORPORATION
Q4 2025: Exited (was 1.13M shares)
3.1%
03
$MSFT
MICROSOFT CORP
Q1 2026: Sold 41.7% (540.0k → 315.0k shares)
1.7%
04
$AMZN
AMAZON COM INC
Q1 2026: New position (950.0k shares)
1.5%
05
$GOOGL
ALPHABET INC
Q4 2025: Exited (was 249.0k shares)
1.3%
06
$NDQ
INVESCO QQQ TR
Q4 2025: Exited (was 139.0k shares)
1.3%
07
$RDVY
FIRST TR EXCHANGE TRADED FD
Q4 2025: Exited (was 1.09M shares)
1.3%
08
$XOM
EXXON MOBIL CORP
Q4 2025: Exited (was 431.2k shares)
1.1%
09
$JPM
JPMORGAN CHASE & CO
Q4 2025: Exited (was 239.5k shares)
1.1%
10
$HON
HONEYWELL INTL INC
Q4 2025: Exited (was 81.0k shares)
1.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:37 UTC.