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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
FTXNFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$2.404M
77,914 shares@ $30.86 avg price
NFTYFirst Tr Exch Trd Alphdx Fd
Recent Activity
Exited
0%
$2.341M
38,842 shares@ $60.28 avg price
FTCFirst Trust Lrgcp Gwt Alphad
Recent Activity
Exited
0%
$2.139M
17,456 shares@ $122.53 avg price
XPNDFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$1.889M
67,176 shares@ $28.13 avg price
BCXBlackrock Res & Commodities
Recent Activity
Exited
0%
$1.521M
165,489 shares@ $9.19 avg price
FCGFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$1.469M
55,823 shares@ $26.31 avg price
IXCIshares Tr
Recent Activity
Exited
0%
$1.447M
34,854 shares@ $41.51 avg price
USOUnited Sts Oil Fd Lp
Recent Activity
Exited
0%
$1.432M
17,998 shares@ $79.59 avg price
FRDMEa Series Trust
Recent Activity
Exited
0%
$1.042M
29,497 shares@ $35.32 avg price
CNQCanadian Nat Res Ltd
Recent Activity
Exited
0%
$1.014M
28,475 shares@ $35.6 avg price