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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
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
CATCaterpillar Inc
Recent Activity
Increased 8.26%
0.96%
$37.409M
95,620 shares@ $391.23 avg price
BXBlackstone Inc
Recent Activity
Decreased -2.93%
0.93%
$36.391M
237,639 shares@ $153.14 avg price
SSUSStrategy Shs
Recent Activity
Decreased -1.84%
0.89%
$34.85M
837,957 shares@ $41.59 avg price
IVVIshares Tr
Recent Activity
Decreased -2.89%
0.87%
$33.887M
58,711 shares@ $577.19 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 7.11%
0.83%
$32.357M
153,395 shares@ $210.94 avg price
FPEFirst Tr Exch Traded Fd Iii
Recent Activity
Increased 15.75%
0.75%
$29.362M
1.622M shares@ $18.11 avg price
FIXDFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -25.98%
0.74%
$28.686M
634,037 shares@ $45.25 avg price
SPYVSpdr Ser Tr
Recent Activity
Increased 847.02%
0.73%
$28.475M
538,683 shares@ $52.86 avg price