C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Portfolio Holdings
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
- $1.23 Trillion
- Q4 2024
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.23 Trillion distributed in 337 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 $136B, Spdr Portfolio S&P 500 ETF (Ma with a value of $97.6B, Dimensional ETF Tr with a value of $50.5B, Dimensional ETF Trust with a value of $48B, and Vanguard Growth ETF with a value of $42.5B.
Examining the 13F form we can see an increase of $47.3B in the current position value, from $1.18T to 1.23T.
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.
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 337
- Current Value $1.23 Trillion
- Prior Value $1.18 Trillion
- Filing
- Period Q4 2024
- Filing Date January 31, 2025
- Form Type 13F-HR/A
- Activity in Q4 2024
- New Purchases 251 stocks
- Additional Purchases 39 stocks
- Sold out of 0 stocks
- Reduced holdings in 45 stocks