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Sonia Biastti

@Prospera Financial Services Inc

Latest period2024 - Q3ReportedManaged Assets$3.916BTotal holdings1116
Assets growth rate8.89%Assets growth rate (2-Q avg)13.99%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Prospera Financial Services Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1116 positions.

Assets under management

The assets under management (AUM) of Prospera Financial Services Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 3.916B in assets, with a quarterly growth rate of 8.89% and a 2-quarter average growth rate of 13.99%. The portfolio is managed by Sonia Biastti, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Increased 7.98%
4.27%
$167.14M
717,149 shares@ $233.07 avg price
NVDANvidia Corporation
Recent Activity
Increased 6.13%
3.35%
$131.158M
1.08M shares@ $121.45 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 13.15%
2.28%
$89.117M
206,981 shares@ $430.56 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 28.87%
1.86%
$72.449M
126,242 shares@ $573.9 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 17.76%
1.57%
$61.295M
328,967 shares@ $186.33 avg price
RDVYFirst Tr Exchange-traded Fd
Recent Activity
Increased 3.06%
1.35%
$52.736M
890,380 shares@ $59.23 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 4.96%
1.32%
$51.56M
439,793 shares@ $117.24 avg price
PGProcter And Gamble Co
Recent Activity
Increased 3.14%
1.01%
$39.353M
227,112 shares@ $173.28 avg price
AVGOBroadcom Inc
Recent Activity
Increased 989.04%
1%
$39.024M
226,192 shares@ $172.53 avg price
FVDFirst Tr Value Line Divid In
Recent Activity
Increased 0.69%
0.98%
$38.189M
839,201 shares@ $45.51 avg price