Long-term investor

Prospera Financial Services Inc. @prosperafinancialservice

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001541625).

Record

  • Tracked since 2025-06-30 (478 days), 61 trades recorded
  • Returns: week n/a · month n/a · 90 days -0.9% · 6 months +15.5% · 1 year +15.4% · all +15.4%
  • Max drawdown n/a · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • AAPL · 3.5% · long · since 2025-06-30
  • NVDA · 3.4% · long · since 2025-06-30
  • MSFT · 1.6% · long · since 2025-06-30
  • AMZN · 1.6% · long · since 2025-06-30
  • CAT · 1.5% · long · since 2025-06-30
  • GOOGL · 1.4% · long · since 2025-06-30
  • 46090E103 · 1.4% · long · since 2025-06-30
  • 33738R506 · 1.3% · long · since 2025-06-30
  • 02079K107 · 1.2% · long · since 2025-06-30
  • AVGO · 1.1% · long · since 2025-06-30
  • JPM · 1.1% · long · since 2025-06-30
  • 78462F103 · 1.1% · long · since 2025-06-30

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