C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.27 Trillion distributed in 349 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $133B, Spdr Portfolio S&P 500 ETF (Ma with a value of $102B, Dimensional ETF Tr with a value of $51.5B, Dimensional ETF Trust with a value of $50.6B, and Vanguard Growth ETF with a value of $37.7B.

Examining the 13F form we can see an increase of $34.3B in the current position value, from $1.23T to 1.27T.

C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors is based out at Westlake, OH

Below you can find more details about C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors portfolio as well as his latest detailed transactions.

Portfolio value $1.27 Trillion
ETFs: $952 Billion
Technology: $41.5 Billion
Consumer Cyclical: $17.5 Billion
Financial Services: $16.8 Billion
Healthcare: $16.6 Billion
Consumer Defensive: $10.5 Billion
Industrials: $9.97 Billion
Communication Services: $8.65 Billion
Other: $11.7 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 349
  • Current Value $1.27 Trillion
  • Prior Value $1.23 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 38 stocks
  • Additional Purchases 164 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 126 stocks
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