C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Incresed Positions in Q3 2025

C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

  • $1.72 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HD
Home Depot, Inc.

Consumer Cyclical
24
+ 0.18%
$357.4 - $423.42 $8.58K - $10.2K
13.2K $5.36B
DGRO
Ishares Core Dividend Growth E

ETFs
5.14K
+ 13.51%
$64.12 - $68.08 $330K - $350K
43.2K $2.94B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
12.4K
+ 42.38%
$31.79 - $33.42 $395K - $415K
41.8K $1.4B
SPY
Spdr S&P 500 ETF Trust

ETFs
146
+ 2.03%
$617.65 - $666.84 $90.2K - $97.4K
7.35K $4.9B
QTUM
ETF Ser Solutions Defiance Qua
297
+ 0.97%
N/A
31K $3.25B
ORCL
Oracle Corp

Technology
893
+ 30.96%
$218.96 - $328.33 $196K - $293K
3.78K $1.06B
Innovator Etfs Trust
13.8K
+ 57.54%
N/A
37.8K $1.08B
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
13.6K
+ 54.09%
$26.52 - $27.64 $361K - $376K
38.7K $1.07B
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
635
+ 5.15%
$105.16 - $140.03 $66.8K - $88.9K
13K $1.76B
CAT
Caterpillar Inc

Industrials
5
+ 0.12%
$390.92 - $477.15 $1.95K - $2.39K
4.12K $1.97B
Innovator Etfs Trust
9.95K
+ 141.09%
N/A
17K $587M
JPM
Jpmorgan Chase & CO

Financial Services
669
+ 12.14%
$282.78 - $316.06 $189K - $211K
6.18K $1.95B
TFC
Truist Financial Corp

Financial Services
7.03K
+ 89.17%
$42.83 - $47.07 $301K - $331K
14.9K $682M
META
Meta Platforms, Inc.

Communication Services
443
+ 10.64%
$695.21 - $791.73 $308K - $351K
4.61K $3.38B
AMGN
Amgen Inc

Healthcare
1K
+ 74.08%
$271.18 - $309.22 $272K - $310K
2.36K $665M
WMT
Walmart Inc.

Consumer Defensive
1.17K
+ 3.82%
$94.4 - $104.27 $111K - $122K
31.8K $3.28B
PG
Procter & Gamble CO

Consumer Defensive
2.02K
+ 31.51%
$150.47 - $161.22 $305K - $326K
8.45K $1.3B
AXP
American Express CO

Financial Services
746
+ 48.79%
$294.27 - $342.31 $220K - $255K
2.28K $756M
DUK
Duke Energy Corp

Utilities
1.8K
+ 31.11%
$116.31 - $125.93 $209K - $227K
7.59K $939M
SHOP
Shopify Inc.

Technology
382
+ 6.61%
$112.11 - $157.12 $42.8K - $60K
6.16K $915M
HOOD
Robinhood Markets, Inc.

Technology
813
+ 33.53%
$91.27 - $143.18 $74.2K - $116K
3.24K $464M
MPC
Marathon Petroleum Corp

Energy
1.02K
+ 84.91%
$158.59 - $198.69 $162K - $203K
2.23K $430M
IWY
Ishares Tr Russell 200 Growth

ETFs
342
+ 7.41%
$243.93 - $275.62 $83.4K - $94.3K
4.96K $1.36B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
41
+ 0.2%
$134.94 - $145.86 $5.53K - $5.98K
20.3K $2.95B
AEE
Ameren Corp

Utilities
1.75K
+ 48.7%
$95.0 - $104.38 $166K - $182K
5.33K $556M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
2.9K
+ 19.15%
$55.15 - $58.11 $160K - $168K
18K $1.04B
IXN
Ishares Global Information Tec

ETFs
204
+ 1.23%
$91.28 - $103.32 $18.6K - $21.1K
16.9K $1.74B
AIQ
Global X Funds Global X Artifi

ETFs
2.86K
+ 26.86%
$43.2 - $49.66 $123K - $142K
13.5K $666M
VBR
Vanguard Small Cap Value ETF

ETFs
371
+ 5.8%
$195.41 - $212.37 $72.5K - $78.8K
6.77K $1.41B
IWV
Ishares Russell 3000 ETF

ETFs
210
+ 8.52%
$351.04 - $379.81 $73.7K - $79.8K
2.68K $1.01B
VV
Vanguard Large Cap ETF

ETFs
82
+ 1.53%
$285.05 - $309.14 $23.4K - $25.3K
5.45K $1.68B
DFSV
Dimensional ETF Tr Dimensional

ETFs
2.02K
+ 7.01%
$29.2 - $32.74 $59K - $66.1K
30.9K $982M
RTX
Raytheon Technologies Corp

Industrials
315
+ 9.2%
$144.19 - $167.33 $45.4K - $52.7K
3.74K $626M
T
At&T Inc.

Communication Services
5.34K
+ 13.17%
$26.94 - $29.62 $144K - $158K
45.9K $1.3B
IDNA
Ishares Tr Genomics Immunology

ETFs
2.23K
+ 10.0%
$20.64 - $23.61 $46K - $52.6K
24.5K $579M
TJX
Tjx Companies Inc

Consumer Cyclical
56
+ 1.05%
$121.35 - $144.54 $6.8K - $8.09K
5.38K $778M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
624
+ 13.69%
$108.46 - $120.63 $67.7K - $75.3K
5.18K $616M
IWM
Ishares Russell 2000 ETF

ETFs
334
+ 24.13%
$214.92 - $244.84 $71.8K - $81.8K
1.72K $416M
VHT
Vanguard Health Care ETF

ETFs
265
+ 6.37%
$239.12 - $259.95 $63.4K - $68.9K
4.42K $1.15B
IWR
Ishares Russell Mid Cap ETF

ETFs
313
+ 1.81%
$92.26 - $97.51 $28.9K - $30.5K
17.6K $1.7B
MGC
Vanguard Mega Cap ETF

ETFs
194
+ 6.19%
$224.2 - $245.55 $43.5K - $47.6K
3.33K $812M
IGM
Ishares Expanded Tech Sector E

ETFs
75
+ 1.24%
$110.96 - $127.67 $8.32K - $9.58K
6.12K $771M
SO
Southern CO

Utilities
877
+ 38.0%
$90.83 - $96.0 $79.7K - $84.2K
3.19K $302M
PSX
Phillips 66

Energy
79
+ 1.87%
$118.37 - $139.46 $9.35K - $11K
4.3K $584M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.35K
+ 5.55%
$23.82 - $25.84 $32.1K - $34.8K
25.6K $658M
MO
Altria Group, Inc.

Consumer Defensive
210
+ 2.38%
$57.75 - $67.68 $12.1K - $14.2K
9.05K $598M
FE
Firstenergy Corp

Utilities
268
+ 2.37%
$39.76 - $45.82 $10.7K - $12.3K
11.6K $530M
MRK
Merck & Co., Inc.

Healthcare
547
+ 8.96%
$77.6 - $87.37 $42.4K - $47.8K
6.65K $558M
PEP
Pepsico Inc

Consumer Defensive
249
+ 5.28%
$133.81 - $152.16 $33.3K - $37.9K
4.97K $697M
Activity Summary
Buys All Purchases 300 New Holdings 161 Increased Positions 139 Sells All Sells 92 Reductions 92 Sold out 0 Options Calls 0 Puts 0
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