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 (434 days), 61 trades recorded
- Returns: week n/a · month n/a · 90 days +8.2% · 6 months +8.6% · 1 year +16.0% · all +16.0%
- Max drawdown -1.6% · Sharpe 1.11 · win rate 37% · 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
- QQQ · 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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