C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Latest statistics and disclosures from C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFAC, SPLG, DFAX, VUG, AAPL, and represent 31.84% of C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors's stock portfolio.
- Added to shares of these 10 stocks: DYNF (+$16M), SPYG (+$14M), AAPL (+$11M), IVE (+$9.6M), MSFT (+$8.1M), IEMG (+$7.8M), RY, HD, VTI, AMZN.
- Started 78 new stock positions in AEP, CSCO, SCHW, IWF, WM, KEY, LVHI, CELH, AXON, SHOP.
- Reduced shares in these 10 stocks: DFAC (-$50M), ESGU (-$47M), DFAX (-$30M), SPLG (-$24M), VUG (-$20M), VEA (-$18M), VTV (-$16M), ESGE (-$15M), QUAL (-$9.9M), OEF (-$8.7M).
- Sold out of its positions in WMS, APD, VRP, UUP, EFA, IYC, IYH, IYE, ICLN, TLH. USMV, IDRV, AGGY, HEDJ.
- C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors was a net seller of stock by $-136M.
- C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors has $845M in assets under management (AUM), dropping by -8.19%.
- Central Index Key (CIK): 0001965756
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Portfolio Holdings for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors holds 323 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 9.7 | $82M | -37% | 2.6M | 31.95 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 9.6 | $81M | -23% | 1.3M | 61.53 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 5.9 | $50M | -37% | 1.9M | 25.44 |
|
| Vanguard Index Fds Growth Etf (VUG) | 3.6 | $30M | -39% | 88k | 344.21 |
|
| Apple (AAPL) | 3.1 | $26M | +75% | 151k | 171.48 |
|
| Vanguard Index Fds Value Etf (VTV) | 2.9 | $25M | -39% | 151k | 162.86 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.9 | $24M | -42% | 484k | 50.17 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 2.4 | $20M | -5% | 222k | 91.80 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 2.2 | $18M | -35% | 111k | 164.36 |
|
| Blackrock Etf Trust Us Eqt Factor (DYNF) | 1.9 | $16M | NEW | 366k | 44.40 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 1.7 | $15M | +3628% | 202k | 73.15 |
|
| Microsoft Corporation (MSFT) | 1.4 | $12M | +205% | 29k | 420.72 |
|
| Innovator Etfs Trust Defined Wlt Shld (BALT) | 1.4 | $12M | +13% | 401k | 29.26 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 1.3 | $11M | -27% | 81k | 135.07 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 1.1 | $9.6M | NEW | 52k | 186.84 |
|
| Dimensional Etf Trust Us Equity Etf (DFUS) | 1.1 | $9.5M | -42% | 166k | 56.98 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 1.0 | $8.9M | -39% | 247k | 35.84 |
|
| Home Depot (HD) | 1.0 | $8.5M | +102% | 22k | 383.61 |
|
| Ishares Core Msci Emkt (IEMG) | 1.0 | $8.4M | +1360% | 163k | 51.60 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.0 | $8.3M | +48% | 16k | 523.07 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.0 | $8.1M | -42% | 195k | 41.77 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.9 | $7.7M | +49% | 17k | 444.06 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.8 | $6.8M | -31% | 30k | 228.57 |
|
| Phillips 66 (PSX) | 0.7 | $6.3M | +3% | 39k | 163.34 |
|
| Amazon (AMZN) | 0.7 | $6.2M | +79% | 34k | 180.38 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.7 | $5.7M | -38% | 116k | 49.19 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $5.4M | +163% | 21k | 259.90 |
|
| Innovator Etfs Trust Us Eqt Ultra Bf (UJUL) | 0.6 | $5.3M | -5% | 165k | 31.87 |
|
| Rbc Cad (RY) | 0.6 | $5.2M | +1291% | 52k | 100.88 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.6 | $5.2M | -39% | 68k | 76.67 |
|
| Marriott Intl Cl A (MAR) | 0.6 | $5.1M | +97% | 20k | 252.31 |
|
| ConocoPhillips (COP) | 0.6 | $5.0M | +3% | 40k | 127.28 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.5 | $4.4M | -42% | 88k | 50.60 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $4.4M | -46% | 8.4k | 525.73 |
|
| Ishares Tr Mbs Etf (MBB) | 0.5 | $4.2M | +2% | 46k | 92.42 |
|
| Exxon Mobil Corporation (XOM) | 0.5 | $4.0M | +104% | 34k | 116.24 |
|
| Innovator Etfs Trust Us Eqt Ultra Bf (UJAN) | 0.5 | $3.9M | 108k | 36.10 |
|
|
| Ishares Tr Global Energ Etf (IXC) | 0.5 | $3.8M | -18% | 90k | 42.95 |
|
| Abbvie (ABBV) | 0.4 | $3.8M | +13% | 21k | 182.09 |
|
| Innovator Etfs Trust Us Eqt Ultra Bf (UAPR) | 0.4 | $3.7M | -5% | 130k | 28.16 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.4 | $3.6M | +31% | 23k | 155.91 |
|
| Innovator Etfs Trust Us Eqty Ultra B (UOCT) | 0.4 | $3.6M | -6% | 108k | 33.59 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.4 | $3.5M | +139% | 8.7k | 397.77 |
|
| Meta Platforms Cl A (META) | 0.4 | $3.5M | +90% | 7.1k | 485.59 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.4 | $3.4M | +22% | 12k | 286.61 |
|
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.4 | $3.3M | +181% | 132k | 25.28 |
|
| Dimensional Etf Trust Natl Mun Bd Etf (DFNM) | 0.4 | $3.1M | -38% | 65k | 48.09 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.4 | $3.1M | -93% | 27k | 114.96 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.4 | $3.0M | -26% | 32k | 94.62 |
|
| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.3 | $2.9M | +87% | 52k | 56.17 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $2.9M | +490% | 75k | 39.02 |
|
| Vanguard World Mega Cap Index (MGC) | 0.3 | $2.9M | +656% | 16k | 186.88 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.3 | $2.8M | -39% | 37k | 75.40 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.3 | $2.7M | -38% | 60k | 45.61 |
|
| Ishares Tr Us Infrastruc (IFRA) | 0.3 | $2.7M | -33% | 63k | 43.36 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.3 | $2.7M | +11% | 53k | 51.06 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $2.7M | +9% | 35k | 77.31 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $2.7M | +74% | 6.3k | 420.52 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.3 | $2.6M | +505% | 31k | 84.09 |
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.3 | $2.6M | -38% | 36k | 72.33 |
|
| Invesco Actively Managed Etf Ultra Shrt Dur (GSY) | 0.3 | $2.5M | -33% | 51k | 49.89 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.3 | $2.4M | +191% | 11k | 226.01 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.3 | $2.4M | NEW | 30k | 80.22 |
|
| Wal-Mart Stores (WMT) | 0.3 | $2.3M | +494% | 39k | 60.17 |
|
| Abbott Laboratories (ABT) | 0.3 | $2.3M | +11% | 21k | 113.66 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.3 | $2.3M | NEW | 100k | 22.77 |
|
| Netflix (NFLX) | 0.3 | $2.1M | +70% | 3.5k | 607.33 |
|
| International Business Machines (IBM) | 0.3 | $2.1M | +83% | 11k | 190.95 |
|
| Norfolk Southern (NSC) | 0.2 | $2.1M | +112% | 8.2k | 254.85 |
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.2 | $2.0M | +168% | 58k | 34.88 |
|
| UnitedHealth (UNH) | 0.2 | $2.0M | +103% | 4.0k | 494.76 |
|
| Blackrock Etf Trust Ii Flexible Income (BINC) | 0.2 | $1.9M | NEW | 37k | 52.46 |
|
| Philip Morris International (PM) | 0.2 | $1.9M | +124% | 21k | 91.62 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.2 | $1.9M | +37% | 20k | 93.71 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.2 | $1.9M | +136% | 21k | 90.44 |
|
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.2 | $1.9M | -21% | 29k | 64.15 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $1.9M | +130% | 3.9k | 480.65 |
|
| Johnson & Johnson (JNJ) | 0.2 | $1.9M | +143% | 12k | 158.18 |
|
| Innovator Etfs Trust Us Eqt Ultra Bf (UJUN) | 0.2 | $1.8M | -9% | 59k | 31.01 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.2 | $1.8M | NEW | 18k | 100.54 |
|
| Voya Financial (VOYA) | 0.2 | $1.8M | +101% | 25k | 73.92 |
|
| NVIDIA Corporation (NVDA) | 0.2 | $1.8M | +11% | 2.0k | 903.58 |
|
| Ishares Tr Global Tech Etf (IXN) | 0.2 | $1.8M | -22% | 24k | 74.81 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $1.8M | +589% | 16k | 110.52 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $1.8M | -50% | 31k | 58.06 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.2 | $1.8M | +20% | 19k | 94.41 |
|
| Automatic Data Processing (ADP) | 0.2 | $1.6M | +74% | 6.6k | 249.77 |
|
| NVR (NVR) | 0.2 | $1.6M | +100% | 200.00 | 8099.96 |
|
| Procter & Gamble Company (PG) | 0.2 | $1.6M | +122% | 9.9k | 162.24 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.2 | $1.6M | +35% | 34k | 47.46 |
|
| Innovator Etfs Trust Us Eqty Ultra B (USEP) | 0.2 | $1.5M | -14% | 47k | 32.95 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.2 | $1.5M | -53% | 6.4k | 235.79 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $1.5M | +8% | 6.2k | 239.80 |
|
| Southern Company (SO) | 0.2 | $1.5M | +90% | 21k | 71.74 |
|
| Innovator Etfs Trust Us Eqt Ultra Bf (UMAY) | 0.2 | $1.5M | -12% | 48k | 30.26 |
|
| Innovator Etfs Trust Us Eqt Ultra Bf (UAUG) | 0.2 | $1.4M | -9% | 44k | 32.65 |
|
| Caterpillar (CAT) | 0.2 | $1.4M | NEW | 3.9k | 366.43 |
|
| Honeywell International (HON) | 0.2 | $1.4M | +142% | 7.0k | 205.29 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.4M | +57% | 9.4k | 152.26 |
|
| Innovator Etfs Trust Us Eqty Ultra B (UDEC) | 0.2 | $1.4M | -13% | 43k | 33.42 |
|
| Innovator Etfs Trust Us Eqty Ultra Bu (UNOV) | 0.2 | $1.4M | -12% | 44k | 32.70 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.2 | $1.4M | +2% | 7.5k | 183.88 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.4M | +31% | 9.1k | 150.93 |
|
| AFLAC Incorporated (AFL) | 0.2 | $1.4M | +73% | 16k | 85.86 |
|
| Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB) | 0.2 | $1.3M | -13% | 44k | 30.80 |
|
| Innovator Etfs Trust Us Eqt Ultra Bf (UMAR) | 0.2 | $1.3M | -14% | 41k | 32.66 |
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.2 | $1.3M | NEW | 27k | 50.45 |
|
| Tesla Motors (TSLA) | 0.2 | $1.3M | +66% | 7.6k | 175.79 |
|
| Nordson Corporation (NDSN) | 0.2 | $1.3M | +97% | 4.9k | 274.55 |
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| Ishares Tr Core Total Usd (IUSB) | 0.2 | $1.3M | -9% | 29k | 45.59 |
|
| Invesco Exch Traded Fd Tr Ii Kbw Ppty Casut (KBWP) | 0.2 | $1.3M | +33% | 12k | 107.75 |
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| Innovator Etfs Trust Equity Def Protn (TJUL) | 0.2 | $1.3M | +355% | 49k | 26.31 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $1.3M | -2% | 6.2k | 208.30 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $1.3M | +37% | 1.6k | 778.40 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $1.2M | +67% | 6.2k | 200.30 |
|
| Lowe's Companies (LOW) | 0.1 | $1.2M | +153% | 4.9k | 254.77 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $1.2M | -3% | 13k | 99.43 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.1 | $1.2M | -71% | 22k | 57.57 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $1.2M | -3% | 12k | 107.41 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.1 | $1.2M | NEW | 25k | 49.70 |
|
| Pepsi (PEP) | 0.1 | $1.2M | +48% | 6.9k | 175.02 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $1.2M | +42% | 4.6k | 260.72 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $1.1M | +14% | 6.0k | 191.88 |
|
| Darden Restaurants (DRI) | 0.1 | $1.1M | +82% | 6.8k | 167.15 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $1.1M | +107% | 1.5k | 732.54 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $1.1M | 2.2k | 524.36 |
|
|
| Ishares Msci Taiwan Etf (EWT) | 0.1 | $1.1M | +3% | 23k | 48.68 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $1.1M | -7% | 9.2k | 120.98 |
|
| Spdr Ser Tr Portfolio Short (SPSB) | 0.1 | $1.1M | -21% | 37k | 29.77 |
|
| Nextera Energy (NEE) | 0.1 | $1.1M | +47% | 17k | 63.91 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.1 | $1.1M | -22% | 18k | 58.60 |
|
| Veeva Sys Cl A Com (VEEV) | 0.1 | $1.1M | 4.6k | 231.69 |
|
|
| Spdr Ser Tr S&p Oilgas Exp (XOP) | 0.1 | $1.1M | +33% | 6.8k | 154.93 |
|
| Ishares Msci Switzerland (EWL) | 0.1 | $1.0M | 22k | 47.60 |
|
|
| McDonald's Corporation (MCD) | 0.1 | $1.0M | +93% | 3.7k | 282.00 |
|
| Cedar Fair Depositry Unit (FUN) | 0.1 | $1.0M | +121% | 24k | 41.90 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.0M | +23% | 4.9k | 205.72 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $977k | 3.3k | 300.08 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $970k | NEW | 12k | 80.63 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $962k | -37% | 11k | 89.69 |
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| Boeing Company (BA) | 0.1 | $960k | +114% | 5.0k | 192.99 |
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| Altria (MO) | 0.1 | $958k | +132% | 22k | 43.62 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $950k | +142% | 14k | 70.00 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.1 | $949k | +73% | 4.9k | 195.08 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $922k | +84% | 2.0k | 454.91 |
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| Ishares U S Etf Tr Blackrock Short (MEAR) | 0.1 | $905k | -37% | 18k | 50.12 |
|
| Spdr Ser Tr Portfli Tips Etf (SPIP) | 0.1 | $899k | -25% | 35k | 25.62 |
|
| Microstrategy Cl A New (MSTR) | 0.1 | $895k | NEW | 525.00 | 1704.56 |
|
| Morgan Stanley Com New (MS) | 0.1 | $891k | +15% | 9.5k | 94.16 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.1 | $885k | +136% | 15k | 57.96 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $881k | -28% | 8.2k | 107.60 |
|
| United Parcel Service CL B (UPS) | 0.1 | $870k | +87% | 5.9k | 148.64 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.1 | $868k | +266% | 17k | 50.29 |
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| Chevron Corporation (CVX) | 0.1 | $867k | +21% | 5.5k | 157.74 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $859k | -91% | 3.5k | 247.47 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $858k | +99% | 15k | 58.65 |
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| Dimensional Etf Trust Us Core Equity 1 (DCOR) | 0.1 | $843k | NEW | 14k | 58.65 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $834k | 5.6k | 147.72 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $825k | +128% | 3.7k | 225.00 |
|
| Spdr Ser Tr Bloomberg 3-12 M (BILS) | 0.1 | $824k | NEW | 8.3k | 99.42 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $817k | -90% | 9.7k | 84.46 |
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| Innovator Etfs Trust Equity Defi 2026 | 0.1 | $804k | NEW | 32k | 24.90 |
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| Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL) | 0.1 | $803k | NEW | 7.6k | 105.47 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $795k | +72% | 19k | 40.90 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $793k | +131% | 8.2k | 96.73 |
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| Sprott Fds Tr Uranium Miners E (URNM) | 0.1 | $786k | +63% | 16k | 49.29 |
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| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.1 | $780k | NEW | 12k | 63.17 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $772k | -95% | 24k | 32.23 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $752k | NEW | 3.6k | 210.31 |
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| Walt Disney Company (DIS) | 0.1 | $748k | +78% | 6.1k | 122.35 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $748k | +844% | 12k | 60.74 |
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| Balchem Corporation (BCPC) | 0.1 | $744k | +100% | 4.8k | 154.95 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 0.1 | $739k | +13% | 20k | 36.75 |
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| Vanguard World Health Car Etf (VHT) | 0.1 | $726k | 2.7k | 270.57 |
|
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| Ishares Tr Us Consm Staples (IYK) | 0.1 | $723k | +157% | 11k | 67.63 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $715k | -54% | 13k | 54.40 |
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| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.1 | $703k | -32% | 12k | 59.24 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $680k | +68% | 6.0k | 114.14 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $675k | -36% | 6.5k | 103.79 |
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| Merck & Co (MRK) | 0.1 | $671k | +36% | 5.1k | 131.95 |
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| Advanced Micro Devices (AMD) | 0.1 | $664k | +112% | 3.7k | 180.49 |
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| Ssga Active Etf Tr Ult Sht Trm Bd (ULST) | 0.1 | $657k | NEW | 16k | 40.50 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $655k | -70% | 6.0k | 108.92 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $654k | +107% | 6.8k | 96.70 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $651k | NEW | 11k | 61.05 |
|
| Oracle Corporation (ORCL) | 0.1 | $639k | +47% | 5.1k | 125.62 |
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| Broadcom (AVGO) | 0.1 | $635k | +6% | 479.00 | 1326.35 |
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $635k | -16% | 13k | 50.08 |
|
| Cigna Corp (CI) | 0.1 | $628k | +94% | 1.7k | 363.19 |
|
| Anthem (ELV) | 0.1 | $626k | +93% | 1.2k | 518.54 |
|
| Bank of America Corporation (BAC) | 0.1 | $626k | +50% | 17k | 37.92 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP) | 0.1 | $624k | 15k | 42.49 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP) | 0.1 | $596k | 16k | 38.19 |
|
|
| Qualcomm (QCOM) | 0.1 | $593k | +6% | 3.5k | 169.30 |
|
| At&t (T) | 0.1 | $589k | +72% | 33k | 17.60 |
|
| Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH) | 0.1 | $573k | NEW | 24k | 24.40 |
|
| Emerson Electric (EMR) | 0.1 | $560k | +89% | 4.9k | 113.42 |
|
| Eaton Corp SHS (ETN) | 0.1 | $560k | +24% | 1.8k | 312.68 |
|
| Illinois Tool Works (ITW) | 0.1 | $560k | +109% | 2.1k | 268.22 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $559k | +159% | 3.1k | 182.61 |
|
| Pfizer (PFE) | 0.1 | $553k | +97% | 20k | 27.75 |
|
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.1 | $547k | NEW | 26k | 21.19 |
|
| Amgen (AMGN) | 0.1 | $540k | +112% | 1.9k | 284.71 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $532k | +138% | 955.00 | 556.58 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $519k | +4% | 8.9k | 58.11 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $516k | -6% | 14k | 36.19 |
|
| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.1 | $508k | +6% | 10k | 48.99 |
|
| Vaneck Etf Trust Uranium Pls Nucl (NLR) | 0.1 | $504k | +38% | 6.6k | 75.96 |
|
| American Electric Power Company (AEP) | 0.1 | $501k | NEW | 5.8k | 86.10 |
|
| Ishares Tr Ibonds 25 Trm Hg (IBHE) | 0.1 | $489k | +101% | 21k | 23.38 |
|
| TJX Companies (TJX) | 0.1 | $486k | +3% | 4.8k | 101.42 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $480k | +71% | 6.3k | 75.98 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $479k | +39% | 5.5k | 86.49 |
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.1 | $475k | NEW | 18k | 26.75 |
|
| American Express Company (AXP) | 0.1 | $473k | +29% | 2.1k | 227.75 |
|
| Abrdn Etfs Bbrg All Comd K1 (BCI) | 0.1 | $472k | +15% | 24k | 19.77 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $466k | +9% | 8.6k | 54.43 |
|
| General Mills (GIS) | 0.1 | $458k | +59% | 6.5k | 69.97 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $451k | +51% | 4.9k | 92.72 |
|
| Truist Financial Corp equities (TFC) | 0.1 | $448k | +75% | 12k | 38.98 |
|
| Ing Groep Sponsored Adr (ING) | 0.1 | $447k | +80% | 27k | 16.49 |
|
| General American Investors (GAM) | 0.1 | $445k | 9.6k | 46.51 |
|
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.1 | $435k | -91% | 8.6k | 50.69 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $432k | NEW | 1.2k | 346.77 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $431k | +33% | 3.4k | 128.40 |
|
| Cisco Systems (CSCO) | 0.1 | $423k | NEW | 8.5k | 49.91 |
|
| Rockwell Automation (ROK) | 0.0 | $418k | NEW | 1.4k | 291.33 |
|
| Nucor Corporation (NUE) | 0.0 | $390k | +38% | 2.0k | 197.90 |
|
| Shopify Cl A (SHOP) | 0.0 | $390k | NEW | 5.1k | 77.17 |
|
| Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 0.0 | $389k | +16% | 5.8k | 67.39 |
|
| Celsius Hldgs Com New (CELH) | 0.0 | $383k | NEW | 4.6k | 82.92 |
|
| Clorox Company (CLX) | 0.0 | $383k | +11% | 2.5k | 153.14 |
|
| Visa Com Cl A (V) | 0.0 | $377k | +7% | 1.4k | 279.18 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $374k | NEW | 2.6k | 145.51 |
|
| Frp Holdings (FRPH) | 0.0 | $372k | NEW | 6.1k | 61.40 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $361k | +15% | 14k | 25.25 |
|
| Constellation Energy (CEG) | 0.0 | $361k | NEW | 2.0k | 184.85 |
|
| Verizon Communications (VZ) | 0.0 | $360k | +45% | 8.6k | 41.96 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $360k | +614% | 4.2k | 86.17 |
|
| CSX Corporation (CSX) | 0.0 | $355k | NEW | 9.6k | 37.07 |
|
| Intel Corporation (INTC) | 0.0 | $352k | +73% | 8.0k | 44.17 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $350k | NEW | 4.8k | 72.34 |
|
| Waste Management (WM) | 0.0 | $347k | NEW | 1.6k | 213.14 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $346k | NEW | 1.9k | 182.69 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $340k | -6% | 5.9k | 58.07 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $338k | -5% | 1.9k | 175.39 |
|
| Ishares Tr Faln Angls Usd (FALN) | 0.0 | $336k | +19% | 13k | 26.86 |
|
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.0 | $335k | 4.0k | 83.00 |
|
|
| J P Morgan Exchange Traded F Us Momentum (JMOM) | 0.0 | $332k | -85% | 6.3k | 52.68 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) | 0.0 | $330k | 9.0k | 36.50 |
|
|
| Lyft Cl A Com (LYFT) | 0.0 | $324k | NEW | 17k | 19.35 |
|
| PPG Industries (PPG) | 0.0 | $316k | -2% | 2.2k | 144.90 |
|
| Axon Enterprise (AXON) | 0.0 | $313k | NEW | 1.0k | 312.88 |
|
| Union Pacific Corporation (UNP) | 0.0 | $307k | +2% | 1.2k | 246.08 |
|
| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.0 | $305k | +5% | 11k | 28.92 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $304k | +3% | 3.4k | 90.05 |
|
| Flexshares Tr Mornstar Usmkt (TILT) | 0.0 | $303k | -3% | 1.5k | 198.39 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.0 | $302k | NEW | 6.0k | 50.74 |
|
| Deere & Company (DE) | 0.0 | $302k | NEW | 734.00 | 410.74 |
|
| Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.0 | $301k | +8% | 4.0k | 76.00 |
|
| Cadence Design Systems (CDNS) | 0.0 | $300k | NEW | 964.00 | 311.28 |
|
| Coca-Cola Company (KO) | 0.0 | $296k | -5% | 4.8k | 61.19 |
|
| RPM International (RPM) | 0.0 | $294k | NEW | 2.5k | 118.95 |
|
| Ishares U S Etf Tr Blackrock Sh Dur (NEAR) | 0.0 | $291k | +45% | 5.8k | 50.46 |
|
| Yum! Brands (YUM) | 0.0 | $291k | NEW | 2.1k | 138.65 |
|
| Parsons Corporation (PSN) | 0.0 | $290k | NEW | 3.5k | 82.95 |
|
| Paypal Holdings (PYPL) | 0.0 | $289k | NEW | 4.3k | 66.99 |
|
| Starbucks Corporation (SBUX) | 0.0 | $287k | +27% | 3.1k | 91.38 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $285k | NEW | 1.4k | 201.50 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $285k | NEW | 846.00 | 337.05 |
|
| Ishares Tr Genomics Immun (IDNA) | 0.0 | $285k | 12k | 24.08 |
|
|
| Raytheon Technologies Corp (RTX) | 0.0 | $284k | -5% | 2.9k | 97.55 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.0 | $281k | -17% | 5.6k | 50.11 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $277k | NEW | 1.5k | 179.11 |
|
| Legg Mason Etf Invt Franklin Intl Lw (LVHI) | 0.0 | $277k | NEW | 9.3k | 29.78 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $274k | -95% | 4.2k | 65.92 |
|
| Global X Fds Artificial Etf (AIQ) | 0.0 | $273k | +15% | 8.0k | 33.96 |
|
| DTE Energy Company (DTE) | 0.0 | $271k | NEW | 2.4k | 112.14 |
|
| Fidelity Wise Origin Bitcoin SHS | 0.0 | $271k | NEW | 4.4k | 62.06 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) | 0.0 | $267k | +13% | 7.2k | 36.81 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.0 | $264k | NEW | 2.2k | 119.53 |
|
| Ishares Tr Intl Div Grwth (IGRO) | 0.0 | $261k | -5% | 3.9k | 67.36 |
|
| Medtronic SHS (MDT) | 0.0 | $261k | NEW | 3.0k | 87.14 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $261k | -11% | 6.5k | 39.81 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $255k | +2% | 1.9k | 131.37 |
|
| General Electric Com New (GE) | 0.0 | $254k | NEW | 1.4k | 175.53 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $252k | NEW | 1.9k | 136.05 |
|
| Becton, Dickinson and (BDX) | 0.0 | $252k | NEW | 1.0k | 247.45 |
|
| Ishares Tr Conv Bd Etf (ICVT) | 0.0 | $251k | NEW | 3.1k | 79.83 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $251k | NEW | 431.00 | 581.51 |
|
| Innovator Etfs Trust Us Eqty Buf Sep (BSEP) | 0.0 | $250k | -6% | 6.4k | 39.28 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $243k | NEW | 1.9k | 125.33 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) | 0.0 | $242k | NEW | 6.2k | 39.11 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $240k | NEW | 4.4k | 54.23 |
|
| Ishares Tr Ibonds 25 Trm Ts (IBTF) | 0.0 | $239k | NEW | 10k | 23.23 |
|
| Target Corporation (TGT) | 0.0 | $238k | NEW | 1.3k | 177.33 |
|
| Ford Motor Company (F) | 0.0 | $229k | +69% | 17k | 13.28 |
|
| Nuveen Municipal Credit Com Sh Ben Int (NZF) | 0.0 | $228k | NEW | 19k | 12.24 |
|
| Ishares Tr Cybersecurity (IHAK) | 0.0 | $228k | 4.9k | 46.85 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $227k | NEW | 2.9k | 79.77 |
|
| Key (KEY) | 0.0 | $226k | NEW | 14k | 15.81 |
|
| Snap Cl A (SNAP) | 0.0 | $226k | NEW | 20k | 11.48 |
|
| Ishares Tr Robotics Artif (IRBO) | 0.0 | $225k | +2% | 6.6k | 34.35 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $225k | NEW | 7.0k | 32.23 |
|
| Global X Fds Cybrscurty Etf (BUG) | 0.0 | $225k | 7.6k | 29.75 |
|
|
| Ameren Corporation (AEE) | 0.0 | $225k | NEW | 3.0k | 73.94 |
|
| Global X Fds Glbl X Mlp Etf (MLPA) | 0.0 | $223k | NEW | 4.6k | 48.22 |
|
| Marriott Vacations Wrldwde Cp (VAC) | 0.0 | $218k | NEW | 2.0k | 107.73 |
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $214k | -8% | 13k | 16.34 |
|
| Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.0 | $213k | -13% | 10k | 20.97 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $213k | NEW | 1.6k | 131.25 |
|
| Raymond James Financial (RJF) | 0.0 | $212k | NEW | 1.7k | 128.42 |
|
| Draftkings Com Cl A (DKNG) | 0.0 | $206k | NEW | 4.5k | 45.41 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $206k | NEW | 4.2k | 49.24 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $204k | -45% | 2.0k | 104.71 |
|
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.0 | $204k | -24% | 4.9k | 42.11 |
|
| MGM Resorts International. (MGM) | 0.0 | $204k | NEW | 4.3k | 47.21 |
|
| Pimco Municipal Income Fund II (PML) | 0.0 | $197k | NEW | 23k | 8.50 |
|
| American Airls (AAL) | 0.0 | $158k | NEW | 10k | 15.35 |
|
| Fs Credit Opportunities Corp Common Stock (FSCO) | 0.0 | $156k | +100% | 26k | 5.93 |
|
| Pimco Municipal Income Fund III (PMX) | 0.0 | $76k | NEW | 10k | 7.47 |
|
| Oncolytics Biotech Com New (ONCY) | 0.0 | $16k | 15k | 1.06 |
|
|
| Tellurian (TELL) | 0.0 | $13k | +97% | 20k | 0.66 |
|
Past Filings by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
SEC 13F filings are viewable for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors going back to 2022
- C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2024 Q1 filed May 3, 2024
- C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2023 Q4 filed Feb. 12, 2024
- C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2023 Q3 filed Nov. 2, 2023
- C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2023 Q2 filed July 21, 2023
- C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2023 Q1 filed May 5, 2023
- C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2022 Q4 filed Feb. 14, 2023