Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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 SPLG, DFAC, DYNF, VUG, VEA, and represent 25.13% of C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors's stock portfolio.
Added to shares of these 10 stocks: IVE (+$23M), TFLO (+$20M), IEMG (+$20M), SPLG (+$11M), DYNF (+$11M), MTUM (+$11M), VOO (+$9.4M), XLG (+$7.4M), ZALT (+$6.7M), SPYG (+$6.3M).
Started 51 new stock positions in DAUG, XTL, OPEN, EMLC, PDBC, PYLD, EFA, SPYD, EPD, MU.
Reduced shares in these 10 stocks: DFAC (-$48M), DCOR (-$33M), BALT (-$24M), DFIC (-$20M), QUAL (-$18M), BIL (-$17M), DFAX (-$9.9M), DFEM (-$8.2M), BLOK (-$6.0M), USFR.
Sold out of its positions in AEE, AVEM, AVUV, BLOK, ANET, BRCC, BCPC, BRK.A, XHLF, XTWO.
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors was a net seller of stock by $-80M.
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors has $1.7B in assets under management (AUM), dropping by -3.12%.
Central Index Key (CIK): 0001965756

Tip: Access up to 7 years of quarterly data

Positions held by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

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 377 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (SPLG)	8.4	$140M	+8%	1.7M	80.22	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	6.7	$112M	-29%	2.8M	39.59	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	3.5	$59M	+22%	973k	60.81	View chart
Vanguard Index Fds Growth Etf (VUG)	3.3	$55M	+3%	112k	487.86	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.2	$54M	+4%	868k	62.47	View chart
Ishares Core Msci Emkt (IEMG)	3.1	$52M	+61%	775k	67.22	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	3.0	$50M	-16%	1.5M	32.73	View chart
Ishares Tr S&p 500 Val Etf (IVE)	2.8	$48M	+96%	224k	212.07	View chart
Vanguard Index Fds Value Etf (VTV)	2.5	$42M	+3%	222k	190.99	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	2.4	$40M	+22%	669k	59.28	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	2.0	$34M	-48%	463k	73.63	View chart
Spdr Series Trust State Street Spd (SPYG)	1.9	$32M	+24%	296k	106.70	View chart
Apple (AAPL)	1.8	$30M	+11%	110k	271.86	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.6	$27M	-40%	134k	198.62	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	1.5	$25M	+79%	98k	250.31	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.3	$22M	+20%	459k	48.32	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	1.3	$22M	+25%	665k	33.30	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	1.3	$22M	+21%	568k	38.56	View chart
Ishares Tr TRS FLT RT BD (TFLO)	1.2	$21M	+2963%	413k	50.46	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	1.2	$20M	-50%	571k	34.46	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$19M	+95%	31k	627.14	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.1	$18M	-4%	29k	614.31	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.0	$17M	+2%	322k	53.76	View chart
Microsoft Corporation (MSFT)	1.0	$17M	+2%	35k	483.62	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.0	$17M	+45%	67k	252.92	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.0	$16M	+6%	367k	44.41	View chart
Ishares Gold Tr Ishares New (IAU)	0.9	$15M	+21%	189k	81.17	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.9	$15M	+48%	286k	52.77	View chart
Ishares Tr Mbs Etf (MBB)	0.8	$14M	+41%	148k	95.22	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.8	$14M	-12%	284k	47.95	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.8	$13M	+8%	161k	78.81	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.7	$12M	-7%	45k	257.95	View chart
Global X Fds Defense Tech Etf (SHLD)	0.6	$11M	+27%	166k	64.79	View chart
NVIDIA Corporation (NVDA)	0.6	$11M	-7%	58k	186.50	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.6	$11M	-10%	103k	101.67	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$10M	-12%	20k	502.64	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$9.7M	+67%	14k	684.96	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.5	$8.9M		204k	43.64	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.5	$8.6M	-6%	203k	42.56	View chart
Dimensional Etf Trust Global Ex Us Cor (DFGX)	0.5	$8.3M	-5%	157k	52.63	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.5	$8.2M	-49%	248k	33.08	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$7.1M	+41%	10k	681.92	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.4	$7.1M	-31%	95k	74.17	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.4	$7.0M	-13%	129k	54.24	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.4	$6.7M	-12%	22k	301.15	View chart
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)	0.4	$6.7M	NEW	205k	32.57	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.4	$6.6M	+284%	121k	54.71	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL)	0.4	$6.4M	-38%	165k	38.75	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.4	$6.4M	-3%	65k	98.32	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$6.4M	+283%	44k	143.52	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.4	$6.4M	+4%	32k	199.68	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$6.4M	-11%	19k	335.27	View chart
Amazon (AMZN)	0.4	$6.3M	+3%	27k	230.82	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.4	$6.3M	+8%	134k	47.08	View chart
Spdr Series Trust State Street Spd (BIL)	0.4	$6.2M	-73%	68k	91.38	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.4	$6.2M	+7%	79k	77.88	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.3	$5.8M	+7%	84k	69.52	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	0.3	$5.8M	-34%	135k	43.26	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	0.3	$5.6M	-6%	142k	39.64	View chart
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)	0.3	$5.6M	-6%	152k	36.79	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.3	$5.6M	-6%	139k	39.92	View chart
Innovator Etfs Trust Us Eqty Ultra B (USEP)	0.3	$5.5M	-7%	140k	39.33	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)	0.3	$5.5M	-6%	137k	39.95	View chart
Innovator Etfs Trust Us Eqty Ultra Bu (UNOV)	0.3	$5.5M	-5%	144k	38.06	View chart
Innovator Etfs Trust Us Eqty Ultra B (UOCT)	0.3	$5.5M	-35%	140k	39.04	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUN)	0.3	$5.5M	-11%	146k	37.40	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAY)	0.3	$5.4M	-6%	148k	36.57	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$5.4M	-2%	14k	396.30	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.3	$5.4M	-34%	164k	32.77	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.3	$5.3M	-81%	158k	33.51	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.3	$5.2M		63k	82.32	View chart
Spdr Series Trust State Street Spd (SPAB)	0.3	$5.1M	+90%	196k	25.75	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.3	$5.0M	-2%	91k	54.84	View chart
Eli Lilly & Co. (LLY)	0.3	$4.9M	-16%	4.5k	1074.61	View chart
Blackrock Etf Trust Ii Ishares High Yie (HIMU)	0.3	$4.7M	+25%	97k	48.68	View chart
Abbvie (ABBV)	0.3	$4.6M	-29%	20k	228.49	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$4.4M	+103%	31k	143.97	View chart
Rbc Cad (RY)	0.3	$4.3M		25k	170.49	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$4.1M	+15%	13k	313.00	View chart
Home Depot (HD)	0.2	$4.0M	-11%	12k	344.11	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$4.0M	+25%	56k	71.41	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.2	$3.8M	+10%	37k	100.83	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$3.7M	+6%	30k	123.26	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$3.6M	+20%	52k	69.42	View chart
Broadcom (AVGO)	0.2	$3.6M		10k	346.11	View chart
Meta Platforms Cl A (META)	0.2	$3.5M	+16%	5.3k	660.13	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	0.2	$3.3M	+19%	66k	50.32	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$3.3M	-31%	10k	313.81	View chart
International Business Machines (IBM)	0.2	$3.0M	+4%	10k	296.21	View chart
Ishares Tr A Rate Cp Bd Etf (QLTA)	0.2	$3.0M	-18%	62k	48.09	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$2.9M	-2%	20k	148.98	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.2	$2.8M	-12%	58k	48.17	View chart
Exxon Mobil Corporation (XOM)	0.2	$2.8M	-16%	23k	120.34	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$2.7M	+74%	30k	89.46	View chart
Tesla Motors (TSLA)	0.2	$2.7M	+5%	5.9k	449.74	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$2.6M	+4%	53k	49.65	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$2.6M	+90%	9.4k	276.93	View chart
Ishares Tr Systematic Bd Et	0.2	$2.6M	NEW	29k	89.76	View chart
Palantir Technologies Cl A (PLTR)	0.2	$2.6M	-8%	15k	177.75	View chart
Abbott Laboratories (ABT)	0.1	$2.5M	-5%	20k	125.29	View chart
Johnson & Johnson (JNJ)	0.1	$2.5M	-11%	12k	206.95	View chart
Caterpillar (CAT)	0.1	$2.4M	+2%	4.2k	572.92	View chart
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)	0.1	$2.4M	+100%	47k	51.74	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$2.3M	+29%	6.4k	360.12	View chart
Ishares Tr Investment Grade (IGEB)	0.1	$2.3M	+32%	50k	45.66	View chart
McDonald's Corporation (MCD)	0.1	$2.2M	-2%	7.4k	305.65	View chart
Costco Wholesale Corporation (COST)	0.1	$2.2M	-2%	2.6k	862.18	View chart
Netflix (NFLX)	0.1	$2.2M	+964%	24k	93.76	View chart
Innovator Etfs Trust Uncapped Acclrtd (XUSP)	0.1	$2.2M	-26%	46k	47.50	View chart
Wal-Mart Stores (WMT)	0.1	$2.2M	-38%	20k	111.41	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$2.1M		43k	50.29	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$2.1M	+12%	47k	45.21	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$2.1M	-15%	6.1k	342.96	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$2.0M	NEW	34k	59.93	View chart
Blackrock Etf Trust Ishares Us Larg (BALI)	0.1	$2.0M	+30%	63k	31.68	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$2.0M	NEW	13k	154.79	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$2.0M	-20%	2.6k	753.91	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$1.9M	-2%	19k	103.56	View chart
Credo Technology Group Holdi Ordinary Shares (CRDO)	0.1	$1.9M	-4%	13k	143.89	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$1.9M	+26%	23k	82.48	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$1.9M	-6%	41k	46.54	View chart
Ishares Tr High Yld Corp Bd (HYGW)	0.1	$1.9M	+43%	64k	29.86	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$1.9M	+9%	6.0k	314.81	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$1.9M	+11%	20k	96.27	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$1.9M	+47%	29k	64.42	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$1.8M		17k	105.00	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$1.7M	+8%	16k	107.11	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.1	$1.7M	-46%	65k	26.42	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$1.7M	+63%	4.4k	386.87	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$1.7M	+172%	28k	59.93	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$1.7M	+21%	30k	55.80	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$1.7M	+38%	17k	96.16	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$1.6M	+13%	48k	34.26	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$1.6M	+55%	16k	98.50	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.1	$1.6M		13k	124.20	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$1.5M	-49%	3.1k	480.56	View chart
Advanced Micro Devices (AMD)	0.1	$1.5M	+25%	7.0k	214.16	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$1.5M	+139%	18k	83.75	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$1.5M	+103%	22k	66.00	View chart
Procter & Gamble Company (PG)	0.1	$1.4M	+18%	10k	143.31	View chart
McKesson Corporation (MCK)	0.1	$1.4M	NEW	1.7k	820.50	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.1	$1.4M	+10%	14k	101.58	View chart
Spdr Series Trust State Street Spd (CWB)	0.1	$1.4M	+90%	16k	89.20	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)	0.1	$1.4M		34k	41.33	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.4M	+229%	5.7k	246.14	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$1.4M	+150%	16k	88.49	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)	0.1	$1.4M		35k	39.26	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP)	0.1	$1.4M	+101%	31k	44.91	View chart
Philip Morris International (PM)	0.1	$1.4M	+2%	8.6k	160.40	View chart
JPMorgan Chase & Co. (JPM)	0.1	$1.3M	-32%	4.2k	322.21	View chart
Sherwin-Williams Company (SHW)	0.1	$1.3M	-33%	4.1k	324.03	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.1	$1.3M	NEW	50k	25.82	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$1.3M	-9%	6.1k	211.80	View chart
Vanguard World Health Car Etf (VHT)	0.1	$1.3M		4.4k	287.88	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$1.3M	+64%	30k	42.69	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.1	$1.2M	+11%	43k	28.24	View chart
Innovator Etfs Trust Equity Defin 1yr (ZOCT)	0.1	$1.2M	NEW	45k	26.84	View chart
Blackrock (BLK)	0.1	$1.2M	+285%	1.1k	1069.91	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$1.2M	+86%	2.8k	412.77	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$1.1M	+420%	16k	71.42	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$1.1M	-79%	22k	50.32	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.1M	-28%	2.3k	483.69	View chart
Chevron Corporation (CVX)	0.1	$1.1M	+22%	7.1k	152.41	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$1.1M		15k	72.68	View chart
Blackrock Etf Trust Ii Short Duration H (SHYM)	0.1	$1.0M	+13%	47k	22.22	View chart
Veeva Sys Cl A Com (VEEV)	0.1	$1.0M		4.6k	223.23	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.1	$1.0M	-13%	16k	62.92	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$1.0M	NEW	12k	83.61	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$1000k		30k	32.89	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$992k	+36%	9.3k	106.70	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$987k	-9%	16k	60.17	View chart
Ishares Tr Global Energ Etf (IXC)	0.1	$983k		23k	41.93	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$981k	+156%	30k	32.62	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$979k	+227%	6.9k	141.15	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$964k	+19%	11k	85.37	View chart
At&t (T)	0.1	$958k	-15%	39k	24.84	View chart
Innovator Etfs Trust Equity Defined P (APOC)	0.1	$947k	+291%	36k	26.20	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$932k	-5%	5.8k	160.97	View chart
Voya Financial (VOYA)	0.1	$912k		12k	74.49	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$909k	-9%	38k	24.04	View chart
Innovator Etfs Trust Equity Defined P (ZAPR)	0.1	$895k		35k	25.78	View chart
Automatic Data Processing (ADP)	0.1	$893k		3.5k	257.20	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$893k	-2%	19k	47.02	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$863k	+40%	15k	57.24	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$858k	NEW	8.6k	99.94	View chart
American Express Company (AXP)	0.1	$851k		2.3k	369.96	View chart
Duke Energy Corp Com New (DUK)	0.0	$831k	-6%	7.1k	117.21	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.0	$823k	NEW	3.1k	269.18	View chart
Vanguard World Mega Cap Index (MGC)	0.0	$808k	-3%	3.2k	251.15	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$805k	+183%	5.4k	148.68	View chart
Innovator Etfs Trust Innovator Us Eq (EALT)	0.0	$795k	+32%	23k	35.29	View chart
Nextera Energy (NEE)	0.0	$786k	-13%	9.8k	80.28	View chart
CVS Caremark Corporation (CVS)	0.0	$786k	NEW	9.9k	79.36	View chart
Oracle Corporation (ORCL)	0.0	$772k	+4%	4.0k	194.92	View chart
Merck & Co (MRK)	0.0	$769k	+9%	7.3k	105.25	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$766k	NEW	28k	27.43	View chart
AFLAC Incorporated (AFL)	0.0	$759k	-23%	6.9k	110.27	View chart
TJX Companies (TJX)	0.0	$757k	-8%	4.9k	153.61	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.0	$746k	-2%	15k	51.56	View chart
Pfizer (PFE)	0.0	$745k	+150%	30k	24.90	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.0	$730k	-42%	5.7k	127.11	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$721k	-48%	16k	44.71	View chart
First Tr Exchange-traded A Com Shs (FTC)	0.0	$719k	-42%	4.5k	159.88	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)	0.0	$718k	NEW	15k	47.57	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$718k	-81%	4.0k	177.38	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.0	$715k	-9%	5.5k	129.17	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$714k	-2%	16k	44.17	View chart
Pepsi (PEP)	0.0	$712k		5.0k	143.51	View chart
Darden Restaurants (DRI)	0.0	$707k	-5%	3.8k	184.02	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)	0.0	$696k	NEW	16k	44.34	View chart
Ge Aerospace Com New (GE)	0.0	$685k	+92%	2.2k	308.05	View chart
Raytheon Technologies Corp (RTX)	0.0	$678k		3.7k	183.42	View chart
Altria (MO)	0.0	$676k	+29%	12k	57.66	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.0	$675k	NEW	14k	47.72	View chart
Lowe's Companies (LOW)	0.0	$670k	-28%	2.8k	241.13	View chart
Global X Fds Artificial Etf (AIQ)	0.0	$665k	-3%	13k	50.86	View chart
Marathon Petroleum Corp (MPC)	0.0	$662k	+82%	4.1k	162.61	View chart
Innovator Etfs Trust Equity Defined P (JAJL)	0.0	$657k	-40%	23k	29.06	View chart
Amgen (AMGN)	0.0	$656k	-14%	2.0k	327.35	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$651k	-81%	3.0k	214.69	View chart
Qualcomm (QCOM)	0.0	$645k	+9%	3.8k	171.06	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.0	$634k	+25%	27k	23.19	View chart
Ishares Tr Genomics Immun (IDNA)	0.0	$629k	-2%	24k	26.19	View chart
Eaton Corp SHS (ETN)	0.0	$623k	-14%	2.0k	318.44	View chart
United Parcel Service CL B (UPS)	0.0	$622k	+48%	6.3k	99.19	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$607k	-11%	8.3k	73.56	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$601k	+7%	2.0k	303.89	View chart
Bank of America Corporation (BAC)	0.0	$599k	-15%	11k	55.00	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$598k	+3%	1.3k	468.66	View chart
UnitedHealth (UNH)	0.0	$586k	-39%	1.8k	330.13	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.0	$581k	-44%	13k	46.67	View chart
Phillips 66 (PSX)	0.0	$581k	+4%	4.5k	129.05	View chart
Honeywell International (HON)	0.0	$580k	+5%	3.0k	195.07	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$576k	-7%	4.8k	120.18	View chart
Innovator Etfs Trust Equity Defined P (ZJUL)	0.0	$576k	-61%	20k	29.06	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$575k	+29%	9.9k	58.12	View chart
Nordson Corporation (NDSN)	0.0	$573k		2.4k	240.44	View chart
Morgan Stanley Com New (MS)	0.0	$568k	-59%	3.2k	177.52	View chart
Constellation Energy (CEG)	0.0	$565k	+21%	1.6k	353.27	View chart
General American Investors (GAM)	0.0	$562k		9.6k	58.73	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.0	$562k	NEW	7.3k	76.92	View chart
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY)	0.0	$541k	NEW	25k	21.66	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.0	$535k	+83%	7.7k	69.47	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.0	$518k	NEW	39k	13.25	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$513k		11k	47.79	View chart
Cisco Systems (CSCO)	0.0	$501k		6.5k	77.03	View chart
FirstEnergy (FE)	0.0	$496k	-4%	11k	44.77	View chart
Deere & Company (DE)	0.0	$494k	-2%	1.1k	465.72	View chart
Blackrock Etf Trust Ishares Intl Div (BIDD)	0.0	$493k	-67%	17k	28.82	View chart
ConocoPhillips (COP)	0.0	$492k	+11%	5.3k	93.61	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$488k	-44%	6.1k	79.73	View chart
MercadoLibre (MELI)	0.0	$488k	+7%	242.00	2014.34	View chart
Coca-Cola Company (KO)	0.0	$487k	+5%	7.0k	69.91	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$483k	-70%	1.7k	279.17	View chart
Ishares Tr Us Infrastruc (IFRA)	0.0	$479k	-3%	9.1k	52.62	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$478k	-68%	1.6k	302.17	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.0	$469k	NEW	8.3k	56.69	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.0	$468k	NEW	16k	29.82	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	0.0	$465k	+12%	24k	19.53	View chart
Visa Com Cl A (V)	0.0	$457k	-28%	1.3k	350.70	View chart
Novartis Sponsored Adr (NVS)	0.0	$456k	-6%	3.3k	137.88	View chart
Boston Scientific Corporation (BSX)	0.0	$454k		4.8k	95.35	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.0	$450k	-23%	7.4k	60.53	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.0	$442k	-54%	11k	41.55	View chart
Emerson Electric (EMR)	0.0	$434k	-26%	3.3k	132.73	View chart
Ishares Tr Cybersecurity (IHAK)	0.0	$433k		9.0k	48.12	View chart
Teradyne (TER)	0.0	$433k	+42%	2.2k	193.56	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$433k	-58%	5.2k	82.83	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.0	$433k	+32%	2.5k	170.63	View chart
Oklo Com Cl A (OKLO)	0.0	$432k	+59%	6.0k	71.76	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.0	$430k	-90%	3.6k	119.33	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.0	$428k	-65%	5.2k	82.77	View chart
Ishares Tr Us Consm Staples (IYK)	0.0	$426k	-6%	6.4k	66.92	View chart
Waste Management (WM)	0.0	$422k	+9%	1.9k	219.69	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$419k	+10%	885.00	473.23	View chart
Ishares Ethereum Tr SHS (ETHA)	0.0	$418k	+114%	19k	22.43	View chart
Truist Financial Corp equities (TFC)	0.0	$416k	-43%	8.5k	49.21	View chart
Walt Disney Company (DIS)	0.0	$413k	-14%	3.6k	113.76	View chart
Union Pacific Corporation (UNP)	0.0	$411k	-11%	1.8k	231.37	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$410k	-85%	4.8k	85.76	View chart
Spdr Series Trust State Street Spd (SPYD)	0.0	$409k	NEW	9.5k	43.25	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.0	$405k	-5%	8.1k	50.01	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$404k	+70%	1.9k	210.39	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$402k	-8%	8.6k	46.59	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.0	$397k	-39%	5.2k	76.23	View chart
Global X Fds Cybrscurty Etf (BUG)	0.0	$396k		13k	30.46	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.0	$395k		9.0k	43.72	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$394k	-26%	1.8k	219.77	View chart
Ing Groep Sponsored Adr (ING)	0.0	$388k	-2%	14k	28.00	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.0	$386k	-5%	5.6k	68.36	View chart
T Rowe Price Etf Ultra Shrt Trm (TBUX)	0.0	$382k	NEW	7.7k	49.85	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$374k		1.8k	209.11	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$373k	-4%	2.4k	154.16	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$371k	+19%	23k	16.49	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.0	$371k	-15%	9.7k	38.32	View chart
Vanguard World Utilities Etf (VPU)	0.0	$367k	-25%	2.0k	185.01	View chart
J P Morgan Exchange Traded F Us Momentum (JMOM)	0.0	$366k		5.4k	68.15	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$366k	-11%	3.2k	113.92	View chart
Illinois Tool Works (ITW)	0.0	$365k		1.5k	246.34	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$357k		11k	32.75	View chart
American Electric Power Company (AEP)	0.0	$356k		3.1k	115.32	View chart
Intel Corporation (INTC)	0.0	$353k	NEW	9.6k	36.90	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$352k	+6%	944.00	373.35	View chart
Verizon Communications (VZ)	0.0	$345k	+15%	8.5k	40.73	View chart
Morgan Stanley Etf Trust Eaton Vance Fltg (EVLN)	0.0	$339k	NEW	6.9k	49.47	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.0	$337k	+15%	2.8k	119.42	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$327k	-73%	3.3k	99.87	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.0	$326k		8.0k	40.72	View chart
Enterprise Products Partners (EPD)	0.0	$324k	NEW	10k	32.06	View chart
Innovator Etfs Trust Equity 1yr Janua (ZJAN)	0.0	$323k		12k	27.36	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$323k	NEW	3.4k	96.03	View chart
Robinhood Mkts Com Cl A (HOOD)	0.0	$322k	-12%	2.8k	113.11	View chart
Norfolk Southern (NSC)	0.0	$321k	-74%	1.1k	288.63	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.0	$318k	NEW	12k	26.68	View chart
Belpointe Prep Unit Rp Ltd Lb A (OZ)	0.0	$317k		4.9k	65.03	View chart
Axon Enterprise (AXON)	0.0	$316k	-11%	557.00	567.93	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$315k	-7%	5.1k	62.15	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$313k	+17%	1.6k	191.57	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$311k	-78%	5.7k	54.77	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$311k	-55%	3.9k	80.62	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.0	$310k		6.3k	49.25	View chart
First Tr Exchange-traded SHS (FVD)	0.0	$307k	NEW	6.7k	46.08	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$305k	+35%	3.2k	94.15	View chart
General Dynamics Corporation (GD)	0.0	$302k	+8%	897.00	336.75	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$299k	NEW	3.3k	90.00	View chart
Colgate-Palmolive Company (CL)	0.0	$297k	-16%	3.8k	79.03	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.0	$292k	NEW	4.8k	61.36	View chart
Ge Vernova (GEV)	0.0	$285k	NEW	436.00	653.77	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$278k	-26%	2.0k	141.08	View chart
Boeing Company (BA)	0.0	$278k	-58%	1.3k	217.12	View chart
Entergy Corporation (ETR)	0.0	$275k	-7%	3.0k	92.42	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$270k	NEW	8.7k	30.96	View chart
Global X Fds S&p 500 Covered (XYLD)	0.0	$270k		6.7k	40.63	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.0	$268k	NEW	5.7k	46.71	View chart
American Healthcare Reit Com Shs (AHR)	0.0	$266k	-25%	5.6k	47.06	View chart
First Tr Exchange-traded Growth Strength (FTGS)	0.0	$265k	NEW	7.5k	35.35	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.0	$263k		12k	22.87	View chart
Ishares Tr Us Telecom Etf (IYZ)	0.0	$262k	-26%	7.7k	33.90	View chart
Brady Corp Cl A (BRC)	0.0	$257k		3.3k	78.37	View chart
Spdr Series Trust State Street Spd (XTL)	0.0	$253k	NEW	1.7k	153.22	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.0	$253k	-5%	1.8k	138.46	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$251k		1.8k	141.49	View chart
Global X Fds Russell 2000 (RYLD)	0.0	$248k		16k	15.30	View chart
Pan American Silver Corp Can (PAAS)	0.0	$246k	NEW	4.7k	51.81	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$243k	-27%	1.7k	143.33	View chart
Principal Exchange Traded Spectrum Pfd (PREF)	0.0	$241k	NEW	13k	19.07	View chart
CSX Corporation (CSX)	0.0	$240k		6.6k	36.25	View chart
Bank of New York Mellon Corporation (BK)	0.0	$237k	NEW	2.0k	116.09	View chart
Nuveen Municipal Credit Com Sh Ben Int (NZF)	0.0	$235k	+2%	19k	12.58	View chart
Micron Technology (MU)	0.0	$233k	NEW	816.00	285.41	View chart
RPM International (RPM)	0.0	$233k		2.2k	104.00	View chart
Enbridge (ENB)	0.0	$232k	-4%	4.8k	47.83	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.0	$232k	NEW	4.8k	48.70	View chart
Listed Fds Tr Roundhill Magnif (MAGS)	0.0	$231k		3.5k	65.96	View chart
PPG Industries (PPG)	0.0	$229k	+3%	2.2k	102.46	View chart
Southern Company (SO)	0.0	$229k	-17%	2.6k	87.21	View chart
Bristol Myers Squibb (BMY)	0.0	$226k	-16%	4.2k	53.94	View chart
Wells Fargo & Company (WFC)	0.0	$226k	-24%	2.4k	93.21	View chart
Gilead Sciences (GILD)	0.0	$225k	NEW	1.8k	122.75	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.0	$223k	NEW	4.5k	49.42	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.0	$223k	NEW	3.5k	64.31	View chart
Charles Schwab Corporation (SCHW)	0.0	$222k	-8%	2.2k	99.93	View chart
Cheniere Energy Com New (LNG)	0.0	$218k	+2%	1.1k	194.36	View chart
Greif CL B (GEF.B)	0.0	$216k	NEW	2.9k	74.69	View chart
Nucor Corporation (NUE)	0.0	$214k	NEW	1.3k	163.13	View chart
Anthem (ELV)	0.0	$213k	-45%	607.00	350.76	View chart
Alliant Energy Corporation (LNT)	0.0	$204k	NEW	3.1k	65.02	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.0	$200k	-5%	4.5k	44.94	View chart
India Fund (IFN)	0.0	$189k		14k	13.71	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.0	$178k		10k	17.67	View chart
Biohaven (BHVN)	0.0	$175k	NEW	16k	11.29	View chart
Bigbear Ai Hldgs (BBAI)	0.0	$157k	NEW	29k	5.40	View chart
Pimco Municipal Income Fund II (PML)	0.0	$88k		12k	7.54	View chart
Archer Aviation Com Cl A (ACHR)	0.0	$85k	NEW	11k	7.52	View chart
Opendoor Technologies (OPEN)	0.0	$69k	NEW	12k	5.83	View chart
Zevia Pbc Cl A (ZVIA)	0.0	$27k	NEW	12k	2.32	View chart
Archer Aviation *w Exp 09/16/202 (ACHR.WS)	0.0	$12k		10k	1.15	View chart

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 2025 Q4 filed Jan. 20, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2025 Q2 restated filed Nov. 3, 2025
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2025 Q3 filed Oct. 21, 2025
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2025 Q2 filed Aug. 5, 2025
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2025 Q1 filed May 12, 2025
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2024 Q4 restated filed Jan. 31, 2025
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2024 Q4 filed Jan. 29, 2025
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2024 Q3 filed Oct. 8, 2024
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2024 Q2 filed Aug. 2, 2024
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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z