The Analysis of Prospera Capital Management, LLC's Holdings

Currently, Prospera Capital Management, LLC holds 48 types of securities in its portfolio with a total value $206.8M. In the most recent quarter, they have increased their positions in VEU (+21.6K shares, valued at $1.5M), BNDX (+15.3K shares, valued at $756.4K), VXUS (+7.0K shares, valued at $514.8K); decreased their positions in MSFT (-83.1K shares, valued at $43.0M), CAT (-75.3K shares, valued at $36.0M), AAPL (-98.0K shares, valued at $24.9M); initiated new positions in VCIT (+5.0K shares, valued at $417.3K), TSM (+1.2K shares, valued at $338.0K), VCSH (+3.6K shares, valued at $290.4K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS253.6K shares-1.33%2025-09-302025-10-22

VXUS VANGUARD STAR FDS365.3K shares1.96%2025-09-302025-10-22

BNDX VANGUARD CHARLOTTE FDS320.1K shares5.03%2025-09-302025-10-22

BND VANGUARD BD INDEX FDS206.4K shares-0.06%2025-09-302025-10-22

VOO VANGUARD INDEX FDS22.3K shares-1.78%2025-09-302025-10-22

VEU VANGUARD INTL EQUITY INDEX F100.2K shares27.54%2025-09-302025-10-22

VXF VANGUARD INDEX FDS33.8K shares3.00%2025-09-302025-10-22

VUG VANGUARD INDEX FDS10.0K shares-2.54%2025-09-302025-10-22

Sponsored

NVDA NVIDIA CORPORATION20.8K shares-0.95%2025-09-302025-10-22

VTV VANGUARD INDEX FDS17.6K shares-1.38%2025-09-302025-10-22

VEA VANGUARD TAX-MANAGED FDS50.9K shares0.18%2025-09-302025-10-22

QQQ INVESCO QQQ TR4.9K shares-0.79%2025-09-302025-10-22

AAPL APPLE INC6.7K shares-93.64%2025-09-302025-10-22

VTEB VANGUARD MUN BD FDS23.3K shares-1.77%2025-09-302025-10-22

PLTR PALANTIR TECHNOLOGIES INC5.9K shares4.40%2025-09-302025-10-22

TY TRI CONTL CORP29.3K shares0.00%2025-09-302025-10-22

Sponsored

MSFT MICROSOFT CORP1.8K shares-97.83%2025-09-302025-10-22

VBR VANGUARD INDEX FDS4.4K shares-2.06%2025-09-302025-10-22

VIG VANGUARD SPECIALIZED FUNDS4.3K shares0.00%2025-09-302025-10-22

JPM JPMORGAN CHASE & CO.2.4K shares-1.22%2025-09-302025-10-22

AVUV AMERICAN CENTY ETF TR7.3K shares0.00%2025-09-302025-10-22

VSDM VANGUARD MUN BD FDS9.3K shares0.00%2025-09-302025-10-22

SCHF SCHWAB STRATEGIC TR30.2K shares0.00%2025-09-302025-10-22

BIV VANGUARD BD INDEX FDS8.9K shares1.03%2025-09-302025-10-22

Sponsored

GOOG ALPHABET INC2.8K shares19.77%2025-09-302025-10-22

AMZN AMAZON COM INC3.0K shares10.66%2025-09-302025-10-22

VO VANGUARD INDEX FDS2.1K shares0.00%2025-09-302025-10-22

VB VANGUARD INDEX FDS2.0K shares0.00%2025-09-302025-10-22

OXY OCCIDENTAL PETE CORP9.8K shares-6.47%2025-09-302025-10-22

CVX CHEVRON CORP NEW2.7K shares-87.62%2025-09-302025-10-22

VCIT VANGUARD SCOTTSDALE FDS5.0K sharesnew addition2025-09-302025-10-22

IWF ISHARES TR772 shares0.00%2025-09-302025-10-22

Sponsored

BN BROOKFIELD CORP5.1K shares0.00%2025-09-302025-10-22

TSM TAIWAN SEMICONDUCTOR MFG LTD1.2K sharesnew addition2025-09-302025-10-22

GRMN GARMIN LTD1.3K shares0.00%2025-09-302025-10-22

VWO VANGUARD INTL EQUITY INDEX F5.4K shares0.00%2025-09-302025-10-22

WMT WALMART INC2.8K shares-3.28%2025-09-302025-10-22

VCSH VANGUARD SCOTTSDALE FDS3.6K sharesnew addition2025-09-302025-10-22

XOM EXXON MOBIL CORP2.6K shares-0.66%2025-09-302025-10-22

VOE VANGUARD INDEX FDS1.6K shares0.00%2025-09-302025-10-22

Sponsored

BSV VANGUARD BD INDEX FDS3.6K shares0.67%2025-09-302025-10-22

CAT CATERPILLAR INC549 shares-99.28%2025-09-302025-10-22

NEE NEXTERA ENERGY INC3.4K shares0.71%2025-09-302025-10-22

SCHW SCHWAB CHARLES CORP2.3K shares-1.31%2025-09-302025-10-22

IAU ISHARES GOLD TR3.0K sharesnew addition2025-09-302025-10-22

VOT VANGUARD INDEX FDS723 shares0.00%2025-09-302025-10-22

BRK.B BERKSHIRE HATHAWAY INC DEL404 sharesnew addition2025-09-302025-10-22

AFL AFLAC INC1.8K sharesnew addition2025-09-302025-10-22

Sponsored

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available