C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Reduced Holdings in Q1 2025

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

  • $1.27 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
-402
- 3.27%
$21.16 - $21.77 $8.51K - $8.75K
11.9K $258M
Innovator Etfs Trust
-1
- 0.01%
N/A
8.62K $231M
BDX
Becton Dickinson & CO

Healthcare
-2
- 0.22%
$222.79 - $249.08 $446 - $498
911 $206M
SCHW
Schwab Charles Corp

Financial Services
-127
- 4.61%
$71.24 - $83.64 $9.05K - $10.6K
2.63K $204M
JNJ
Johnson & Johnson

Healthcare
-583
- 5.56%
$142.06 - $167.7 $82.8K - $97.8K
9.9K $1.52B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-216
- 2.29%
$37.07 - $40.63 $8.01K - $8.78K
9.23K $365M
VEU
Vanguard Ftse All World Ex Us

ETFs
-401
- 5.0%
$56.51 - $62.98 $22.7K - $25.3K
7.63K $464M
AEP
American Electric Power CO Inc

Utilities
-448
- 13.79%
$90.32 - $109.27 $40.5K - $49K
2.8K $304M
COP
Conocophillips

Energy
-373
- 5.35%
$88.6 - $105.85 $33K - $39.5K
6.6K $695M
CL
Colgate Palmolive CO

Consumer Defensive
-56
- 1.72%
$85.68 - $97.5 $4.8K - $5.46K
3.2K $301M
DE
Deere & CO

Industrials
-1
- 0.19%
$408.57 - $509.27 $409 - $509
527 $252M
MELI
Mercadolibre Inc

Consumer Cyclical
-9
- 3.83%
$1739.0 - $2260.0 $15.7K - $20.3K
226 $433M
RTX
Raytheon Technologies Corp

Industrials
-102
- 3.53%
$114.1 - $135.66 $11.6K - $13.8K
2.79K $370M
MLPX
Global X Mlp & Energy Infrastr

ETFs
-1
- 0.01%
$59.6 - $67.2 $59.6 - $67.2
9.73K $627M
MCD
Mcdonalds Corp

Consumer Cyclical
-28
- 1.25%
$279.74 - $321.29 $7.83K - $9K
2.21K $692M
ING
Ing Groep Nv

Financial Services
-604
- 4.14%
$15.51 - $20.74 $9.37K - $12.5K
14K $275M
NFLX
Netflix Inc

Communication Services
-39
- 1.66%
$828.4 - $1058.6 $32.3K - $41.3K
2.32K $2.15B
AMGN
Amgen Inc

Healthcare
-1
- 0.08%
$258.59 - $327.36 $259 - $327
1.27K $391M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-632
- 0.98%
$73.78 - $76.59 $46.6K - $48.4K
63.8K $4.88B
XOM
Exxon Mobil Corp

Energy
-793
- 3.42%
$105.44 - $118.93 $83.6K - $94.3K
22.4K $2.67B
IBM
International Business Machines Corp

Technology
-400
- 3.81%
$217.4 - $264.74 $87K - $106K
10.1K $2.53B
GLDM
World Gold Trust

ETFs
-1.36K
- 3.82%
$52.19 - $61.89 $70.7K - $83.9K
34.1K $2.11B
PM
Philip Morris International Inc.

Consumer Defensive
-160
- 1.55%
$117.15 - $158.79 $18.7K - $25.4K
10.2K $1.61B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-372
- 3.79%
$442.66 - $534.52 $165K - $199K
9.44K $5.03B
DFAX
Dimensional ETF Tr
-72.9K
- 3.59%
$24.45 - $27.2 $1.78M - $1.98M
1.96M $51.5B
Activity Summary
Buys All Purchases 202 New Holdings 38 Increased Positions 164 Sells All Sells 126 Reductions 126 Sold out 0 Options Calls 0 Puts 0
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