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Sonia Biastti

Prospera Financial Services Inc

Assets Managed
$6.885B
Holdings
1468
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
10.88%(2Q avg: 6.4%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Prospera Financial Services Inc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 1468 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 10 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 6.885B in assets, with a quarterly growth rate of 10.88% and a 2-quarter average growth rate of 6.4%. The portfolio is managed by Sonia Biastti, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -1.69%
3.55%
$244.233M
843,779 shares@ $289.46 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 4.06%
3.39%
$233.246M
1.166M shares@ $200.11 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 1.44%
1.61%
$110.607M
296,327 shares@ $373.26 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 0.13%
1.58%
$108.306M
454,422 shares@ $238.34 avg price
CAT
Caterpillar Inc
Recent Activity
Increased 2.23%
1.51%
$103.932M
97,568 shares@ $1065.24 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -4.74%
1.42%
$97.424M
272,534 shares@ $357.48 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -5.69%
1.42%
$97.168M
131,820 shares@ $737.13 avg price
RDVY
First Trust Rising Dividend
Recent Activity
Decreased -5.59%
1.31%
$89.634M
1.106M shares@ $81.08 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 1.98%
1.24%
$85.175M
241,030 shares@ $353.38 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -5.04%
1.14%
$78.27M
207,114 shares@ $377.91 avg price

1-10 of 1468