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
XLF
Financial Sector Spdr

ETFs
24.7K
New
$44.89 - $51.34 $1.11M - $1.27M
24.7K $1.19B
LQD
Ishares Iboxx $ Investment Gra

ETFs
11K
New
$106.56 - $113.11 $1.18M - $1.25M
11K $1.18B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
9.22K
New
$126.68 - $134.74 $1.17M - $1.24M
9.22K $1.18B
PG
Procter & Gamble CO

Consumer Defensive
6.87K
New
$161.05 - $179.7 $1.11M - $1.23M
6.87K $1.15B
LLY
Eli Lilly & CO

Healthcare
1.49K
New
$727.2 - $932.06 $1.08M - $1.39M
1.49K $1.15B
ICVT
Ishares Tr Convertible Bond Et

ETFs
13.3K
New
$83.09 - $89.28 $1.11M - $1.19M
13.3K $1.13B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
46.7K
New
$23.29 - $23.93 $1.09M - $1.12M
46.7K $1.1B
JPM
Jpmorgan Chase & CO

Financial Services
4.57K
New
$205.18 - $250.29 $937K - $1.14M
4.57K $1.1B
EWL
Ishares Inc Msci Switzerlnd

ETFs
22.4K
New
$45.73 - $51.84 $1.02M - $1.16M
22.4K $1.03B
NSC
Norfolk Southern Corp

Industrials
4.29K
New
$230.6 - $277.0 $988K - $1.19M
4.29K $1.01B
TIP
Ishares Tr Tips Bd ETF

ETFs
9.27K
New
$106.33 - $110.69 $985K - $1.03M
9.27K $988M
Blackrock ETF Trust Ii
18.9K
New
N/A
18.9K $976M
VEEV
Veeva Systems Inc

Healthcare
4.6K
New
$201.81 - $250.45 $929K - $1.15M
4.6K $968M
SPSB
Spdr Portfolio Short Term Corp

ETFs
32.2K
New
$29.77 - $30.19 $958K - $971K
32.2K $961M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
3.94K
New
$238.25 - $261.28 $939K - $1.03M
3.94K $954M
IGRO
Ishares Tr International Divid

ETFs
13.8K
New
$67.76 - $74.48 $932K - $1.02M
13.8K $935M
AFL
Aflac Inc

Financial Services
8.84K
New
$100.37 - $115.27 $887K - $1.02M
8.84K $914M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
47.4K
New
$18.41 - $40.87 $872K - $1.94M
47.4K $876M
CRDO
Credo Technology Group Holding LTD

Technology
12.9K
New
$30.16 - $77.25 $389K - $997K
12.9K $867M
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
7.35K
New
$111.94 - $126.4 $823K - $929K
7.35K $853M
NEE
Nextera Energy Inc

Utilities
11.7K
New
$69.77 - $85.43 $814K - $996K
11.7K $836M
T
At&T Inc.

Communication Services
36.2K
New
$21.22 - $23.88 $768K - $864K
36.2K $824M
NVR
Nvr Inc

Consumer Cyclical
100
New
$8101.21 - $9940.51 $810K - $994K
100 $818M
Blackrock ETF Trust
32.7K
New
N/A
32.7K $807M
LOW
Lowes Companies Inc

Consumer Cyclical
3.26K
New
$244.52 - $284.07 $797K - $926K
3.26K $804M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
10.2K
New
$77.86 - $79.27 $791K - $805K
10.2K $792M
SUB
Ishares Short Term National Mu

ETFs
7.51K
New
$104.94 - $106.2 $788K - $797K
7.51K $792M
PEP
Pepsico Inc

Consumer Defensive
5.19K
New
$151.29 - $176.1 $784K - $913K
5.19K $789M
ORCL
Oracle Corp

Technology
4.69K
New
$165.41 - $192.43 $776K - $902K
4.69K $781M
FNDX
Schwab Fundamental U S Large C

ETFs
33K
New
$23.49 - $71.77 $774K - $2.37M
33K $781M
BA
Boeing CO

Industrials
4.36K
New
$138.14 - $180.72 $603K - $788K
4.36K $772M
IWR
Ishares Russell Mid Cap ETF

ETFs
8.73K
New
$87.25 - $95.52 $761K - $833K
8.73K $771M
HON
Honeywell International Inc

Industrials
3.35K
New
$202.84 - $236.0 $680K - $791K
3.35K $757M
DRI
Darden Restaurants Inc

Consumer Cyclical
3.99K
New
$155.96 - $188.66 $623K - $754K
3.99K $746M
CVX
Chevron Corp

Energy
4.79K
New
$141.15 - $162.53 $677K - $779K
4.79K $694M
COP
Conocophillips

Energy
6.97K
New
$95.12 - $114.72 $663K - $800K
6.97K $691M
DFIP
Dimensional ETF Tr Inflation P

ETFs
16.8K
New
$40.31 - $42.43 $679K - $715K
16.8K $682M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.63K
New
$113.92 - $127.38 $642K - $718K
5.63K $649M
MCD
Mcdonalds Corp

Consumer Cyclical
2.23K
New
$288.47 - $316.54 $644K - $707K
2.23K $648M
PLTR
Palantir Technologies Inc.

Technology
8.43K
New
$36.46 - $82.38 $307K - $694K
8.43K $637M
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
15.4K
New
$39.78 - $41.04 $613K - $633K
15.4K $625M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
11K
New
$56.06 - $61.35 $616K - $674K
11K $620M
SHOP
Shopify Inc.

Technology
5.72K
New
$78.14 - $119.49 $447K - $683K
5.72K $608M
TJX
Tjx Companies Inc

Consumer Cyclical
4.99K
New
$112.15 - $127.2 $559K - $634K
4.99K $603M
VCR
Vanguard Consumer Discretionar

ETFs
1.6K
New
$328.51 - $401.37 $527K - $643K
1.6K $602M
MRK
Merck & Co., Inc.

Healthcare
6.04K
New
$96.31 - $114.76 $582K - $693K
6.04K $601M
DUK
Duke Energy Corp

Utilities
5.54K
New
$105.76 - $120.76 $586K - $669K
5.54K $597M
AMD
Advanced Micro Devices Inc

Technology
4.91K
New
$118.88 - $172.8 $584K - $849K
4.91K $593M
BAC
Bank Of America Corp

Financial Services
13.3K
New
$39.22 - $47.77 $521K - $635K
13.3K $584M
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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