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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, VTV, and represent 28.89% of C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors's stock portfolio.
Added to shares of these 10 stocks: DFAC (+$22M), DCOR (+$21M), TFLO (+$21M), DFIC (+$11M), SPAB (+$8.9M), VEA (+$6.9M), DFSD (+$6.5M), VUG (+$5.6M), DFGX, GLDM.
Started 50 new stock positions in CEF, PLTR, KO, AJUL, TER, VXUS, EWUS, DGCB, FBTC, Innovator Etfs Trust.
Reduced shares in these 10 stocks: IJK, BALT, IEMG, FLOT, PSN, AMLP, XOP, SMH, , XLE.
Sold out of its positions in PPLT, SILJ, CLX, TILT, COPX, SIL, PJAN, SPMO, BKLN, EWQ. IJK, IGIB, MPC, SPIP, MDYV, SRLN, SPTS, XOP, SIX, URNM, GDX, GDXJ, VPU.
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors was a net buyer of stock by $226M.
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors has $1.2B in assets under management (AUM), dropping by 29.91%.
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 336 positions in its portfolio as reported in the September 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)	10.2	$119M	+22%	3.5M	34.29	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	7.6	$90M		1.3M	67.51	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	4.6	$55M		2.0M	27.01	View chart
Vanguard Index Fds Growth Etf (VUG)	3.4	$40M	+16%	105k	383.93	View chart
Vanguard Index Fds Value Etf (VTV)	3.0	$36M	+14%	203k	174.57	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.0	$35M	+24%	671k	52.81	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	2.5	$29M	+264%	460k	63.34	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	2.5	$29M	+5%	348k	82.94	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.3	$27M	+10%	152k	179.30	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	2.1	$25M	+11%	504k	49.47	View chart
Ishares Tr TRS FLT RT BD (TFLO)	1.9	$22M	+1402%	435k	50.60	View chart
Apple (AAPL)	1.8	$21M	-2%	92k	233.00	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	1.8	$21M		225k	91.81	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	1.4	$17M	-12%	535k	30.83	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	1.3	$16M	+256%	560k	28.14	View chart
Ishares Tr U.s. Tech Etf (IYW)	1.2	$14M		95k	151.62	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.2	$14M	+12%	72k	197.17	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	1.2	$14M	+170%	541k	26.14	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.1	$13M	+25%	267k	47.85	View chart
Ishares Msci Emrg Chn (EMXC)	1.0	$12M	+48%	201k	61.11	View chart
Microsoft Corporation (MSFT)	1.0	$11M	+3%	27k	430.30	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.9	$11M	+3%	281k	37.56	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.9	$10M	+164%	217k	47.74	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.9	$10M	+38%	205k	50.28	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.8	$9.9M		159k	62.20	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.8	$9.5M	+38%	121k	78.69	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$8.9M	+27%	18k	488.09	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.7	$8.5M	+20%	36k	237.21	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.7	$7.8M	+149%	181k	43.19	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL)	0.6	$7.3M	+2%	216k	33.91	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$7.3M	+9%	13k	573.78	View chart
Ishares Tr Mbs Etf (MBB)	0.6	$7.1M	+18%	74k	95.81	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$6.6M	-24%	115k	57.41	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.6	$6.6M	+263%	233k	28.15	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$6.2M	+36%	22k	283.16	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	0.5	$6.0M	+3%	157k	38.05	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$5.9M	+7%	10k	576.85	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.5	$5.7M	+2%	112k	51.12	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.5	$5.7M	+3%	189k	30.20	View chart
Innovator Etfs Trust Us Eqty Ultra B (UOCT)	0.5	$5.6M	+3%	160k	34.81	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$5.5M	+320%	11k	527.68	View chart
Home Depot (HD)	0.4	$5.2M	+7%	13k	405.21	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.4	$5.1M	+1730%	98k	52.13	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.4	$4.9M	+39%	105k	47.21	View chart
Dimensional Etf Trust Global Ex Us Cor (DFGX)	0.4	$4.9M	NEW	91k	54.11	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$4.9M	+264%	38k	128.20	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.4	$4.9M	+21%	29k	167.67	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.4	$4.8M	+37%	63k	75.17	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.4	$4.8M	+33%	61k	78.37	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.4	$4.7M	+51%	89k	53.53	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.4	$4.7M	NEW	86k	54.84	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.4	$4.4M		45k	98.10	View chart
NVIDIA Corporation (NVDA)	0.4	$4.3M	+7%	36k	121.44	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$4.3M	+162%	9.4k	460.26	View chart
Abbvie (ABBV)	0.4	$4.2M	+219%	21k	197.49	View chart
Phillips 66 (PSX)	0.4	$4.2M		32k	131.45	View chart
ConocoPhillips (COP)	0.3	$4.1M	+3%	39k	105.28	View chart
Amazon (AMZN)	0.3	$4.1M	+30%	22k	186.33	View chart
Vanguard World Mega Cap Index (MGC)	0.3	$4.1M	+9%	20k	206.64	View chart
Vanguard World Mega Grwth Ind (MGK)	0.3	$4.0M	+3%	12k	321.97	View chart
Ishares Tr Us Infrastruc (IFRA)	0.3	$3.9M	+11%	83k	46.97	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.3	$3.8M	+22%	40k	95.49	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUN)	0.3	$3.7M	+6%	112k	33.23	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.3	$3.6M	NEW	61k	59.21	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.3	$3.6M	+3%	75k	48.54	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.3	$3.6M	+16%	101k	35.42	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.3	$3.6M	NEW	264k	13.43	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.3	$3.5M	+454%	31k	112.98	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.3	$3.5M	NEW	76k	45.86	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.3	$3.4M	+7%	98k	35.03	View chart
Rbc Cad (RY)	0.3	$3.4M		27k	124.73	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	0.3	$3.4M	+7%	97k	35.00	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAY)	0.3	$3.4M	+7%	102k	33.00	View chart
Innovator Etfs Trust Us Eqty Ultra B (USEP)	0.3	$3.4M	+7%	97k	34.74	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)	0.3	$3.4M	+7%	97k	34.88	View chart
Innovator Etfs Trust Us Eqty Ultra Bu (UNOV)	0.3	$3.3M	+7%	99k	33.89	View chart
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)	0.3	$3.3M	+7%	103k	32.54	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.3	$3.2M	+24%	64k	50.18	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.3	$3.0M	+18%	31k	95.95	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$3.0M	NEW	36k	83.15	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$3.0M	+8%	37k	79.42	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.3	$2.9M		23k	126.18	View chart
Broadcom (AVGO)	0.2	$2.7M	+1045%	16k	172.51	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.2	$2.6M	NEW	42k	60.82	View chart
Marriott Intl Cl A (MAR)	0.2	$2.5M		10k	248.60	View chart
Exxon Mobil Corporation (XOM)	0.2	$2.4M		21k	117.22	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$2.4M		10k	230.60	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.2	$2.4M	+239%	30k	80.78	View chart
Abbott Laboratories (ABT)	0.2	$2.4M	+268%	21k	114.02	View chart
Wal-Mart Stores (WMT)	0.2	$2.3M	+11%	28k	80.75	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.2	$2.3M	NEW	43k	52.55	View chart
Innovator Etfs Trust Equity Defined P (AJUL)	0.2	$2.2M	NEW	82k	26.93	View chart
Ishares Tr Core Total Usd (IUSB)	0.2	$2.2M	+66%	47k	47.12	View chart
Simplify Exchange Traded Fun Health Care Etf (PINK)	0.2	$2.2M	NEW	67k	32.83	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$2.2M	+38%	8.1k	267.39	View chart
Costco Wholesale Corporation (COST)	0.2	$2.1M	+62%	2.4k	886.58	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$2.1M	+34%	9.4k	225.78	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$2.1M	+18%	21k	95.75	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$2.0M		32k	62.69	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$2.0M	+422%	10k	200.85	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.2	$2.0M	+21%	10k	200.38	View chart
Ishares Tr Msci India Etf (INDA)	0.2	$2.0M	+23%	34k	58.53	View chart
Amplify Etf Tr Blockchain Ldr (BLOK)	0.2	$2.0M	NEW	52k	37.52	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$2.0M	+26%	4.6k	423.19	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$1.9M	+23%	30k	64.60	View chart
Ishares Tr Msci Uk Sm Etf (EWUS)	0.2	$1.9M	NEW	49k	39.51	View chart
Meta Platforms Cl A (META)	0.2	$1.9M	-6%	3.3k	572.50	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$1.9M	+35%	3.2k	586.63	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$1.7M	+24%	19k	93.58	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$1.7M	-3%	21k	82.53	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.1	$1.7M	+254%	60k	28.86	View chart
Ishares U S Etf Tr Blackrock Short (MEAR)	0.1	$1.7M	+25%	34k	50.32	View chart
International Business Machines (IBM)	0.1	$1.7M		7.7k	221.10	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.7M		2.9k	584.69	View chart
Netflix (NFLX)	0.1	$1.7M		2.3k	709.27	View chart
Johnson & Johnson (JNJ)	0.1	$1.7M	+25%	10k	162.07	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$1.6M	-3%	6.1k	263.32	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.1	$1.6M		23k	70.06	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$1.5M	+24%	4.7k	326.77	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$1.5M	+21%	14k	108.63	View chart
Caterpillar (CAT)	0.1	$1.5M	-4%	3.7k	391.13	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$1.4M	+23%	23k	61.54	View chart
UnitedHealth (UNH)	0.1	$1.4M	+11%	2.4k	584.91	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.4M	-23%	5.7k	243.06	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$1.4M		8.3k	165.86	View chart
Philip Morris International (PM)	0.1	$1.4M		11k	121.41	View chart
Spdr Ser Tr Bloomberg 3-12 M (BILS)	0.1	$1.4M	+214%	14k	99.58	View chart
Ishares Tr Investment Grade (IGEB)	0.1	$1.3M	+31%	29k	46.47	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$1.3M	+111%	23k	57.53	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$1.3M	+4%	12k	107.65	View chart
Innovator Etfs Trust Us Equity Accele (XDSQ)	0.1	$1.3M	NEW	36k	35.08	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$1.3M	+8%	7.6k	167.19	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$1.3M	+14%	11k	117.30	View chart
Ishares Msci Taiwan Etf (EWT)	0.1	$1.3M		23k	53.87	View chart
Innovator Etfs Trust Uncapped Acclrtd (XUSP)	0.1	$1.2M	NEW	32k	39.55	View chart
Vaneck Etf Trust Africa Index Etf (AFK)	0.1	$1.2M	NEW	74k	16.79	View chart
Eli Lilly & Co. (LLY)	0.1	$1.2M	+14%	1.4k	886.18	View chart
Automatic Data Processing (ADP)	0.1	$1.2M	+83%	4.4k	276.78	View chart
Ishares Msci Netherl Etf (EWN)	0.1	$1.2M	NEW	24k	50.86	View chart
Procter & Gamble Company (PG)	0.1	$1.2M	+16%	6.9k	173.22	View chart
Honeywell International (HON)	0.1	$1.2M	+29%	5.7k	206.74	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$1.2M	-25%	29k	41.12	View chart
Ishares Tr Ibonds 25 Trm Hg (IBHE)	0.1	$1.2M	+18%	50k	23.30	View chart
Ishares Msci Switzerland (EWL)	0.1	$1.1M		22k	52.10	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$1.1M	-3%	11k	101.33	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$1.1M	-5%	10k	110.47	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$1.1M	-24%	13k	88.14	View chart
Tesla Motors (TSLA)	0.1	$1.1M	-27%	4.2k	261.63	View chart
Norfolk Southern (NSC)	0.1	$1.1M		4.3k	248.54	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$1.1M	+12%	5.3k	200.81	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$1.0M	+14%	4.3k	243.47	View chart
Ishares Tr A Rate Cp Bd Etf (QLTA)	0.1	$1.0M	NEW	21k	49.15	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$1.0M	-31%	6.7k	154.03	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1000k	+23%	4.5k	220.92	View chart
Blackrock Etf Trust Ii Aaa Clo Etf (CLOA)	0.1	$996k	+71%	19k	51.97	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$993k	+8%	4.5k	220.09	View chart
Nextera Energy (NEE)	0.1	$992k	+8%	12k	84.53	View chart
AFLAC Incorporated (AFL)	0.1	$988k	+22%	8.8k	111.80	View chart
NVR (NVR)	0.1	$981k		100.00	9811.80	View chart
Voya Financial (VOYA)	0.1	$980k		12k	79.22	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$980k	+4%	3.5k	276.81	View chart
Southern Company (SO)	0.1	$972k	+13%	11k	90.18	View chart
Veeva Sys Cl A Com (VEEV)	0.1	$966k		4.6k	209.87	View chart
JPMorgan Chase & Co. (JPM)	0.1	$966k	+8%	4.6k	210.87	View chart
Innovator Etfs Trust Equity Defined P (JAJL)	0.1	$956k	NEW	36k	26.68	View chart
Invesco Exch Traded Fd Tr Ii Kbw Ppty Casut (KBWP)	0.1	$940k	+253%	8.1k	115.55	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.1	$911k	+65%	30k	30.28	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$910k	-21%	7.8k	116.97	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$904k	-60%	3.7k	245.46	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$888k	-56%	10k	87.81	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.1	$869k	+81%	12k	74.60	View chart
Parsons Corporation (PSN)	0.1	$868k	-70%	8.4k	103.68	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.1	$861k	-3%	27k	32.46	View chart
Pepsi (PEP)	0.1	$858k	+113%	5.0k	170.07	View chart
Morgan Stanley Com New (MS)	0.1	$842k	+19%	8.1k	104.24	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.1	$827k	-34%	9.9k	83.55	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.1	$812k	-16%	14k	59.22	View chart
Lowe's Companies (LOW)	0.1	$800k	+16%	3.0k	270.92	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.1	$798k	NEW	25k	31.81	View chart
Ishares Tr Global Energ Etf (IXC)	0.1	$780k	+2%	19k	40.48	View chart
Oracle Corporation (ORCL)	0.1	$766k	+76%	4.5k	170.42	View chart
Eaton Corp SHS (ETN)	0.1	$759k	+61%	2.3k	331.44	View chart
American Healthcare Reit Com Shs (AHR)	0.1	$758k	+9%	29k	26.10	View chart
Sprott Physical Gold & Silve Tr Unit (CEF)	0.1	$757k	NEW	31k	24.49	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$749k	-3%	21k	36.41	View chart
Advanced Micro Devices (AMD)	0.1	$733k	+102%	4.5k	164.08	View chart
Microstrategy Cl A New (MSTR)	0.1	$728k	+997%	4.3k	168.60	View chart
Chevron Corporation (CVX)	0.1	$692k	-3%	4.7k	147.29	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$687k	+23%	9.6k	71.77	View chart
McDonald's Corporation (MCD)	0.1	$675k	-4%	2.2k	304.64	View chart
Vanguard World Health Car Etf (VHT)	0.1	$675k	-12%	2.4k	282.25	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.1	$660k		15k	44.94	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.1	$656k	+48%	16k	42.28	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$651k	+7%	11k	57.83	View chart
Ishares Tr Us Consm Staples (IYK)	0.1	$647k	-2%	9.2k	70.57	View chart
Nordson Corporation (NDSN)	0.1	$637k		2.4k	262.67	View chart
Darden Restaurants (DRI)	0.1	$631k	+4%	3.8k	164.13	View chart
Altria (MO)	0.1	$630k		12k	51.04	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP)	0.1	$623k		16k	40.05	View chart
Ishares Tr Msci India Sm Cp (SMIN)	0.1	$621k	NEW	7.2k	86.00	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$617k	+43%	7.4k	83.67	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$610k	-6%	9.8k	62.33	View chart
Merck & Co (MRK)	0.1	$610k	+5%	5.4k	113.57	View chart
Duke Energy Corp Com New (DUK)	0.1	$591k	+52%	5.1k	115.32	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$579k	-3%	6.8k	84.54	View chart
TJX Companies (TJX)	0.0	$576k	+17%	4.9k	117.55	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$573k	-15%	8.6k	66.52	View chart
Emerson Electric (EMR)	0.0	$566k	+72%	5.2k	109.37	View chart
Boeing Company (BA)	0.0	$559k	+31%	3.7k	152.04	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.0	$553k	-79%	11k	51.04	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$551k	-6%	8.7k	63.00	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$547k		7.4k	73.67	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.0	$532k	+17%	23k	23.42	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.0	$532k	-6%	9.8k	54.44	View chart
Qualcomm (QCOM)	0.0	$530k		3.1k	170.08	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$516k	+2%	2.6k	198.11	View chart
General American Investors (GAM)	0.0	$513k	NEW	9.6k	53.61	View chart
Truist Financial Corp equities (TFC)	0.0	$512k	+51%	12k	42.77	View chart
Constellation Energy (CEG)	0.0	$508k		2.0k	260.02	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$507k	-6%	5.2k	97.43	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$502k	+6%	8.4k	59.51	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$491k	-35%	12k	41.69	View chart
Six Flags Entertainment Corp (FUN)	0.0	$489k	NEW	12k	40.31	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.0	$487k	+12%	9.2k	52.86	View chart
MercadoLibre (MELI)	0.0	$482k		235.00	2051.96	View chart
Novartis Sponsored Adr (NVS)	0.0	$471k	-25%	4.1k	115.02	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$471k	-76%	10k	47.13	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.0	$470k	-25%	11k	41.28	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$466k	+89%	4.4k	106.20	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$465k	-54%	20k	23.45	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$455k	-23%	12k	38.08	View chart
United Parcel Service CL B (UPS)	0.0	$444k	+10%	3.3k	136.37	View chart
At&t (T)	0.0	$440k		20k	22.00	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$438k	NEW	5.8k	75.11	View chart
Amgen (AMGN)	0.0	$438k	+76%	1.4k	322.22	View chart
Copart (CPRT)	0.0	$433k	-24%	8.3k	52.40	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	0.0	$423k		21k	20.44	View chart
Innovator Etfs Trust Equity Defined P	0.0	$423k	NEW	16k	26.78	View chart
Balchem Corporation (BCPC)	0.0	$422k		2.4k	176.00	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$411k	-4%	3.1k	132.26	View chart
Blackrock Etf Trust Ii High Yld Muni In (HYMU)	0.0	$405k	NEW	18k	23.18	View chart
Credo Technology Group Holdi Ordinary Shares (CRDO)	0.0	$397k		13k	30.80	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.0	$387k		4.0k	95.95	View chart
Bank of America Corporation (BAC)	0.0	$380k	+22%	9.6k	39.68	View chart
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)	0.0	$378k	+51%	7.5k	50.44	View chart
American Express Company (AXP)	0.0	$372k	+57%	1.4k	271.30	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$364k	+36%	3.7k	98.12	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$363k	-25%	6.5k	55.64	View chart
Ishares Tr Genomics Immun (IDNA)	0.0	$362k	+7%	15k	24.61	View chart
American Electric Power Company (AEP)	0.0	$357k	+20%	3.5k	102.60	View chart
Pfizer (PFE)	0.0	$354k	+25%	12k	28.94	View chart
Raytheon Technologies Corp (RTX)	0.0	$350k	NEW	2.9k	121.20	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.0	$348k		9.0k	38.53	View chart
Novo-nordisk A S Adr (NVO)	0.0	$348k		2.9k	119.09	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$347k	+34%	3.3k	104.19	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.0	$346k	+5%	6.8k	50.51	View chart
J P Morgan Exchange Traded F Us Momentum (JMOM)	0.0	$345k		6.0k	57.14	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$341k		1.9k	182.04	View chart
Visa Com Cl A (V)	0.0	$340k	+4%	1.2k	274.98	View chart
Belpointe Prep Unit Rp Ltd Lb A (OZ)	0.0	$339k	NEW	4.9k	69.02	View chart
Colgate-Palmolive Company (CL)	0.0	$339k	NEW	3.3k	103.81	View chart
Coca-Cola Company (KO)	0.0	$338k	NEW	4.7k	71.87	View chart
Boston Scientific Corporation (BSX)	0.0	$326k	NEW	3.9k	83.80	View chart
Walt Disney Company (DIS)	0.0	$322k		3.4k	96.22	View chart
Anthem (ELV)	0.0	$319k		614.00	520.00	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$319k	+9%	7.7k	41.16	View chart
Allstate Corporation (ALL)	0.0	$318k	+6%	1.7k	189.71	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$316k		555.00	569.97	View chart
Cigna Corp (CI)	0.0	$315k		910.00	346.45	View chart
Global X Fds Artificial Etf (AIQ)	0.0	$310k	+7%	8.3k	37.17	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$306k		11k	29.18	View chart
Ishares Tr Cybersecurity (IHAK)	0.0	$304k	+7%	6.2k	48.74	View chart
Rockwell Automation (ROK)	0.0	$303k	+11%	1.1k	268.46	View chart
Innovator Etfs Trust Equity Def Protn (TJUL)	0.0	$303k	-12%	11k	27.44	View chart
Global X Fds Cybrscurty Etf (BUG)	0.0	$301k	+7%	9.7k	30.95	View chart
Axon Enterprise (AXON)	0.0	$298k	NEW	746.00	399.60	View chart
General Mills (GIS)	0.0	$297k		4.0k	73.85	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$295k	-11%	1.9k	153.18	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.0	$291k	+8%	8.5k	34.24	View chart
Ishares Tr Faln Angls Usd (FALN)	0.0	$288k	-37%	11k	27.34	View chart
Cisco Systems (CSCO)	0.0	$287k	+5%	5.4k	53.23	View chart
Palantir Technologies Cl A (PLTR)	0.0	$285k	NEW	7.7k	37.20	View chart
PPG Industries (PPG)	0.0	$285k		2.1k	132.48	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$282k		3.5k	80.37	View chart
Verizon Communications (VZ)	0.0	$281k	+24%	6.2k	44.91	View chart
Illinois Tool Works (ITW)	0.0	$281k		1.1k	262.18	View chart
Bondbloxx Etf Trust Bloomberg One Yr (XONE)	0.0	$278k	+18%	5.6k	49.94	View chart
Frp Holdings (FRPH)	0.0	$277k		9.3k	29.86	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.0	$275k	+14%	12k	22.11	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.0	$274k	+14%	12k	22.51	View chart
Bondbloxx Etf Trust Bloomberg Two Yr (XTWO)	0.0	$273k	+14%	5.5k	49.88	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.0	$272k	+14%	12k	22.64	View chart
RPM International (RPM)	0.0	$271k		2.2k	121.00	View chart
Cadence Design Systems (CDNS)	0.0	$271k	-3%	998.00	271.03	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.0	$270k	NEW	10k	26.17	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$267k		1.5k	173.70	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.0	$266k	+5%	2.1k	128.31	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.0	$265k		6.3k	42.12	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$258k		4.7k	54.94	View chart
Ing Groep Sponsored Adr (ING)	0.0	$252k		14k	18.16	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$252k	+2%	670.00	375.38	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$252k	NEW	20k	12.35	View chart
Brady Corp Cl A (BRC)	0.0	$251k	NEW	3.3k	76.63	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.0	$250k		6.4k	39.25	View chart
Sherwin-Williams Company (SHW)	0.0	$249k	NEW	653.00	381.67	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.0	$246k	NEW	4.4k	55.53	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$241k	-9%	3.4k	71.74	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$239k	+7%	4.5k	52.66	View chart
The Trade Desk Com Cl A (TTD)	0.0	$236k	-9%	2.2k	109.65	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.0	$232k	-17%	2.7k	86.84	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$232k	-66%	8.2k	28.41	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.0	$227k	NEW	2.1k	109.34	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$226k		719.00	314.39	View chart
Deere & Company (DE)	0.0	$223k		535.00	417.33	View chart
Shopify Cl A (SHOP)	0.0	$223k	-25%	2.8k	80.14	View chart
Becton, Dickinson and (BDX)	0.0	$220k	NEW	914.00	241.10	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.0	$220k	NEW	3.0k	72.97	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.0	$219k	-59%	4.4k	50.22	View chart
Nuveen Municipal Credit Com Sh Ben Int (NZF)	0.0	$217k		17k	13.10	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$215k	-5%	1.5k	142.05	View chart
Nucor Corporation (NUE)	0.0	$214k	NEW	1.4k	150.34	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$212k	NEW	1.8k	119.55	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$211k	NEW	3.3k	64.75	View chart
Teradyne (TER)	0.0	$209k	NEW	1.6k	133.93	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.0	$206k	NEW	4.5k	46.34	View chart
Nushares Etf Tr Nuveen Shrt Term (NURE)	0.0	$205k	NEW	6.1k	33.91	View chart
Innovator Etfs Trust Equity Defi 2026 (AJAN)	0.0	$205k	NEW	7.8k	26.09	View chart
Bny Mellon Etf Trust Concentrated Int (BKCI)	0.0	$202k	NEW	3.8k	53.64	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$201k	-17%	3.4k	59.02	View chart
Global X Fds S&p 500 Covered (XYLD)	0.0	$201k	NEW	4.8k	41.51	View chart
Global X Fds Russell 2000 (RYLD)	0.0	$187k		12k	16.16	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$146k	+74%	23k	6.35	View chart
Ford Motor Company (F)	0.0	$106k	-3%	10k	10.56	View chart
Pimco Municipal Income Fund II (PML)	0.0	$104k	-41%	11k	9.39	View chart
Tellurian (TELL)	0.0	$35k	+83%	36k	0.97	View chart
Oncolytics Biotech Com New (ONCY)	0.0	$13k		15k	0.87	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 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

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