• 13F History

Prospect Financial Services LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 11, 2025
Value $
$180M
Signature - Title
Sean Rooney - Chief Compliance Officer
Location
Melville, NY
Summary
This page shows a list of all the recent 13F filings made by Prospect Financial Services LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Prospect Financial Services LLC reported 112 stock holdings with total value $180M as of Q1 2025. Top holdings included VCLT, SLG, AAPL, BA, and VCIT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 112 $180M +$19.8M -$10.5M +$9.28M VCLT, SLG, AAPL, BA, VCIT 13F-HR 4/11/2025, 10:28 AM
Q4 2024 114 $183M +$23M -$6.67M +$16.3M SLG, AAPL, VCLT, BA, GOOG 13F-HR 1/22/2025, 05:02 PM
Q3 2024 104 $161M +$25.7M -$4.36M +$21.3M SLG, AAPL, NVDA, GOOG, VCLT 13F-HR 10/15/2024, 05:22 PM
Q2 2024 75 $130M +$15.8M -$6.46M +$9.39M SLG, AAPL, GOOG, NVDA, BA 13F-HR 7/15/2024, 09:46 AM
Q1 2024 73 $121M +$17M -$4.37M +$12.6M SLG, AAPL, GOOG, NVDA, PYPL 13F-HR 4/22/2024, 10:35 AM
Q4 2023 69 $99.2M $0 $0 SLG, AAPL, GOOG, VZ, PYPL 13F-HR 2/20/2024, 08:22 AM