C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors New Holdings in Q4 2024

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

  • $1.23 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.42M
New
$66.77 - $71.52 $94.5M - $101M
1.42M $97.6B
DFAX
Dimensional ETF Tr
2.03M
New
$24.76 - $27.04 $50.3M - $54.9M
2.03M $50.5B
Dimensional ETF Trust
748K
New
N/A
748K $48B
VUG
Vanguard Growth ETF

ETFs
104K
New
$378.79 - $428.11 $39.2M - $44.3M
104K $42.5B
SPYG
Spdr Portfolio

ETFs
372K
New
$81.74 - $91.38 $30.4M - $34M
372K $32.7B
VEA
Vanguard Ftse Developed Market

ETFs
682K
New
$47.57 - $52.44 $32.4M - $35.8M
682K $32.6B
QUAL
Ishares Msci Usa Quality Facto

ETFs
171K
New
$176.42 - $186.91 $30.1M - $31.9M
171K $30.4B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
561K
New
$49.03 - $53.35 $27.5M - $29.9M
561K $28.8B
DFIC
Dimensional ETF Tr Dimensional

ETFs
1M
New
$25.61 - $28.0 $25.7M - $28.1M
1M $26B
BALT
Innovator Etfs Tr
643K
New
$30.76 - $31.55 $19.8M - $20.3M
643K $20.2B
AAPL
Apple Inc.

Technology
66.8K
New
$221.69 - $259.02 $14.8M - $17.3M
66.8K $16.7B
IVE
Ishares S&P 500 Value ETF

ETFs
83.2K
New
$189.5 - $206.17 $15.8M - $17.2M
83.2K $15.9B
MSFT
Microsoft Corp

Technology
28.7K
New
$406.35 - $454.46 $11.7M - $13M
28.7K $12.1B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
271K
New
$44.04 - $49.49 $11.9M - $13.4M
271K $11.9B
BNDX
Vanguard Total International B

ETFs
209K
New
$48.91 - $50.61 $10.2M - $10.6M
209K $10.3B
DFUS
Dimensional ETF Tr U S Equity

ETFs
158K
New
$61.52 - $66.5 $9.72M - $10.5M
158K $10.1B
VB
Vanguard Small Cap ETF

ETFs
41.6K
New
$233.76 - $261.58 $9.72M - $10.9M
41.6K $10B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
126K
New
$77.02 - $78.58 $9.7M - $9.89M
126K $9.73B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
283K
New
$34.13 - $37.35 $9.67M - $10.6M
283K $9.67B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
377K
New
$24.94 - $26.14 $9.41M - $9.86M
377K $9.43B
MBB
Ishares Tr

ETFs
91.3K
New
$91.26 - $95.82 $8.33M - $8.75M
91.3K $8.37B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
195K
New
$41.17 - $43.34 $8.02M - $8.44M
195K $8.04B
AVGO
Broadcom Inc.

Technology
34.2K
New
$159.67 - $250.0 $5.46M - $8.55M
34.2K $7.92B
Dimensional ETF Trust
149K
New
N/A
149K $7.81B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
37.5K
New
$201.32 - $217.44 $7.56M - $8.16M
37.5K $7.77B
Dimensional ETF Trust
133K
New
N/A
133K $6.99B
IEMG
Ishares Inc

ETFs
133K
New
N/A
133K $6.92B
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
169K
New
$37.97 - $38.95 $6.42M - $6.59M
169K $6.59B
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
203K
New
$30.02 - $31.23 $6.09M - $6.34M
203K $6.26B
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
174K
New
$34.64 - $35.72 $6.04M - $6.23M
174K $6.15B
Blackrock ETF Trust Ii
109K
New
N/A
109K $5.65B
NVDA
Nvidia Corp

Technology
38.4K
New
$117.0 - $148.88 $4.5M - $5.72M
38.4K $5.16B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
103K
New
$49.79 - $51.14 $5.12M - $5.26M
103K $5.15B
HD
Home Depot, Inc.

Consumer Cyclical
12.8K
New
$385.02 - $431.37 $4.93M - $5.52M
12.8K $4.98B
AMZN
Amazon Com Inc

Consumer Cyclical
22.1K
New
$180.88 - $232.93 $4M - $5.15M
22.1K $4.85B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
106K
New
$45.17 - $47.23 $4.8M - $5.02M
106K $4.82B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
64.4K
New
$74.5 - $78.37 $4.8M - $5.05M
64.4K $4.81B
XUSP
Innovator Etfs Tr Uncapped Acc
118K
New
N/A
118K $4.73B
BLV
Vanguard Bd Index Fd Inc Long

ETFs
67.2K
New
$68.25 - $75.42 $4.59M - $5.07M
67.2K $4.6B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
9.81K
New
$442.29 - $483.08 $4.34M - $4.74M
9.81K $4.45B
IFRA
Ishares Tr

ETFs
93.6K
New
$45.94 - $51.71 $4.3M - $4.84M
93.6K $4.33B
UJUN
Innovator U.S. Equity Ultra Bu

ETFs
123K
New
$33.03 - $34.15 $4.06M - $4.19M
123K $4.15B
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
109K
New
$34.72 - $35.93 $3.78M - $3.91M
109K $3.89B
UMAY
Innovator U.S. Equity Ultra Bu

ETFs
115K
New
$32.84 - $33.81 $3.79M - $3.9M
115K $3.88B
UNOV
Earth Science Tech, Inc.

ETFs
112K
New
$33.84 - $35.03 $3.79M - $3.92M
112K $3.88B
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
110K
New
$34.96 - $35.65 $3.84M - $3.91M
110K $3.85B
ABBV
Abb Vie Inc.

Healthcare
21K
New
$164.99 - $203.87 $3.47M - $4.28M
21K $3.73B
HEFA
Ishares Currency Hedged Msci E

ETFs
97.8K
New
$34.42 - $35.88 $3.37M - $3.51M
97.8K $3.4B
VBK
Vanguard Small Cap Growth ETF

ETFs
11.8K
New
$264.18 - $304.19 $3.11M - $3.58M
11.8K $3.3B
Activity Summary
Buys All Purchases 290 New Holdings 251 Increased Positions 39 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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