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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
VUGVanguard Index Fds
Recent Activity
Decreased -7.54%
0.51%
$19.939M
51,908 shares@ $384.13 avg price
IYWIshares Tr
Recent Activity
Decreased -0.29%
0.46%
$17.909M
118,116 shares@ $151.63 avg price
SPLVInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -8.52%
0.45%
$17.529M
244,371 shares@ $71.74 avg price
DIASpdr Dow Jones Indl Average
Recent Activity
Decreased -0.02%
0.35%
$13.366M
31,579 shares@ $423.27 avg price
RFDAAlps Etf Tr
Recent Activity
Decreased -0.5%
0.31%
$11.916M
215,817 shares@ $55.22 avg price
FVCFirst Tr Exchange-traded Fd
Recent Activity
Decreased -9.54%
0.3%
$11.731M
327,517 shares@ $35.82 avg price
BUFRFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -47.43%
0.29%
$11.001M
368,037 shares@ $29.89 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -23.06%
0.25%
$9.663M
181,559 shares@ $53.23 avg price
RDVIFirst Tr Exchange-traded Fd
Recent Activity
Decreased -24.2%
0.25%
$9.649M
391,427 shares@ $24.66 avg price
IYCIshares Tr
Recent Activity
Decreased -0.03%
0.25%
$9.573M
108,854 shares@ $87.95 avg price