Institutional manager
Prospera Financial Services Inc
Holds positions in 353 of the S&P 500, worth $3.18bn as reported for the quarter ended 31-mar-2026.
Positions held353of 488 index companies covered
Reported value$3.18bnS&P 500 positions only
Top ten weight39%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 353 held. The rest are smaller than every one of these.
Apple Inc.AAPL858,322$218mInformation TechnologyNvidiaNVDA1.1m$195mInformation TechnologyState Street CorporationSTT1.6m$173mFinancialsAlphabet Inc. (Class A)GOOGL522,452$150mCommunication ServicesMicrosoftMSFT292,123$108mInformation TechnologyAmazonAMZN453,861$95mConsumer DiscretionaryInvescoIVZ153,949$81mFinancialsBerkshire HathawayBRK.B140,051$74mFinancialsExxonMobilXOM413,557$70mEnergyJPMorgan ChaseJPM232,028$68mFinancialsCaterpillar Inc.CAT95,444$68mIndustrialsBroadcomAVGO218,121$68mInformation TechnologyWalmartWMT431,179$54mConsumer StaplesMeta PlatformsMETA86,934$50mCommunication ServicesNetflixNFLX483,439$46mCommunication ServicesLilly (Eli)LLY47,840$44mHealth CareJohnson & JohnsonJNJ174,333$43mHealth CareProcter & GamblePG248,922$36mConsumer StaplesMicron TechnologyMU103,159$35mInformation TechnologyChevron CorporationCVX148,911$31mEnergyPalantir TechnologiesPLTR199,342$29mInformation TechnologyVisa Inc.V95,344$29mFinancialsBlackstone Inc.BX248,639$29mFinancialsCostcoCOST26,316$26mConsumer StaplesAnalog DevicesADI77,539$25mInformation TechnologyApplied MaterialsAMAT71,953$25mInformation TechnologyTesla, Inc.TSLA60,504$22mConsumer DiscretionaryLinde plcLIN44,841$22mMaterialsAbbVieABBV93,241$20mHealth CareMcDonald'sMCD63,474$20mConsumer DiscretionaryGoldman SachsGS200,364$19mFinancialsBank of AmericaBAC382,296$19mFinancialsHome Depot (The)HD56,556$19mConsumer DiscretionaryAmerican ExpressAXP61,430$19mFinancialsLam ResearchLRCX86,557$18mInformation TechnologyWarner Bros. DiscoveryWBD662,265$18mCommunication ServicesLowe'sLOW75,016$18mConsumer DiscretionaryOracle CorporationORCL114,470$17mInformation TechnologyCrowdStrikeCRWD43,018$17mInformation TechnologyL3HarrisLHX46,678$16mIndustrialsT. Rowe PriceTROW443,591$16mFinancialsPepsiCoPEP103,436$16mConsumer StaplesWells FargoWFC201,564$16mFinancialsUnion Pacific CorporationUNP64,224$16mIndustrialsWestern DigitalWDC56,710$15mInformation TechnologyAdvanced Micro DevicesAMD74,906$15mInformation TechnologyMastercardMA30,387$15mFinancialsCiscoCSCO190,119$15mInformation TechnologyCorning Inc.GLW105,306$14mInformation TechnologyConocoPhillipsCOP96,883$13mEnergyRTX CorporationRTX65,836$13mIndustrialsMerck & Co.MRK105,561$13mHealth CareAbbott LaboratoriesABT121,979$13mHealth CareUnitedHealth GroupUNH46,057$12mHealth CareEaton CorporationETN34,510$12mIndustrialsIntelINTC277,247$12mInformation TechnologyWaste ManagementWM52,908$12mIndustrialsIBMIBM49,245$12mInformation TechnologyGE AerospaceGE37,613$11mIndustrialsUberUBER146,493$11mIndustrials
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.