PROSPERA FINANCIAL SERVICES INC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BX | 235K | $40.17M |
 | CMCSA | 228K | $7.18M |
 | AVGO | 223K | $73.43M |
 | WFC | 213K | $17.82M |
 | NXP | 204K | $2.94M |
 | PBYI | 190K | $1.01M |
 | CSCO | 180K | $12.32M |
 | RGCO | 170K | $3.82M |
 | RIG | 160K | $500.06K |
 | BRK-B | 156K | $78.18M |
 | RDZN | 155K | $133.46K |
 | RLI | 152K | $9.94M |
 | SHEL | 152K | $10.88M |
 | CP | 150K | $11.18M |
 | VTYX | 150K | $465.88K |
 | CVX | 149K | $23.17M |
 | VZ | 149K | $6.54M |
 | UBER | 147K | $14.38M |
 | BP | 140K | $4.82M |
 | CREX | 133K | $304.97K |
Blackstone Inc.
BX
Shares Held
235K
Value
$40.17M
Comcast Corporation
CMCSA
Shares Held
228K
Value
$7.18M
Broadcom Inc.
AVGO
Shares Held
223K
Value
$73.43M
Wells Fargo & Company
WFC
Shares Held
213K
Value
$17.82M
Nuveen Select Tax-Free Income Portfolio
NXP
Shares Held
204K
Value
$2.94M
Puma Biotechnology, Inc.
PBYI
Shares Held
190K
Value
$1.01M
Cisco Systems, Inc.
CSCO
Shares Held
180K
Value
$12.32M
RGC Resources, Inc.
RGCO
Shares Held
170K
Value
$3.82M
Transocean Ltd.
RIG
Shares Held
160K
Value
$500.06K
Berkshire Hathaway Inc.
BRK-B
Shares Held
156K
Value
$78.18M
Roadzen, Inc.
RDZN
Shares Held
155K
Value
$133.46K
RLI Corp.
RLI
Shares Held
152K
Value
$9.94M
Shell plc
SHEL
Shares Held
152K
Value
$10.88M
Canadian Pacific Kansas City Ltd.
CP
Shares Held
150K
Value
$11.18M
Ventyx Biosciences, Inc.
VTYX
Shares Held
150K
Value
$465.88K
Chevron Corporation
CVX
Shares Held
149K
Value
$23.17M
Verizon Communications Inc.
VZ
Shares Held
149K
Value
$6.54M
Uber Technologies, Inc.
UBER
Shares Held
147K
Value
$14.38M
BP p.l.c.
BP
Shares Held
140K
Value
$4.82M
Creative Realities, Inc.
CREX
Shares Held
133K
Value
$304.97K