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Sonia Biastti

Prospera Financial Services Inc

Assets Managed
$6.21B
Holdings
1417
Last Quarter
2026 - Q1
Filed Date
1mo 4d ago
Growth Rate
1.93%(2Q avg: 2.93%)
Sustained Growth
9 quarters

Portfolio positions

This chart displays the top 10 holdings in Prospera Financial Services Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1417 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 9 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 6.21B in assets, with a quarterly growth rate of 1.93% and a 2-quarter average growth rate of 2.93%. The portfolio is managed by Sonia Biastti, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 1.67%
3.51%
$217.901M
858,322 shares@ $253.87 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -3.99%
3.15%
$195.367M
1.12M shares@ $174.41 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 6.18%
1.75%
$108.203M
292,123 shares@ $370.41 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 6.72%
1.53%
$94.525M
453,861 shares@ $208.27 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -0.28%
1.33%
$82.294M
286,101 shares@ $287.64 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -9.17%
1.31%
$80.756M
139,784 shares@ $577.72 avg price
RDVY
First Trust Rising Dividend
Recent Activity
Increased 5.14%
1.29%
$79.989M
1.171M shares@ $68.31 avg price
XOM
Exxon Mobil Corp
Recent Activity
Decreased -0.95%
1.14%
$70.176M
413,557 shares@ $169.69 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -0.53%
1.1%
$68.282M
232,028 shares@ $294.29 avg price
HON
Honeywell International Inc
Recent Activity
Increased 0.05%
1.1%
$68.24M
301,881 shares@ $226.05 avg price

1-10 of 1417