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

  • $1.18 Trillion
  • Q3 2024

C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.18 Trillion distributed in 336 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 $119B, Spdr Portfolio S&P 500 ETF (Ma with a value of $89.7B, Dimensional ETF Tr with a value of $54.6B, Vanguard Growth ETF with a value of $40.3B, and Vanguard Value ETF with a value of $35.5B.

Examining the 13F form we can see an increase of $271B in the current position value, from $905B to 1.18T.

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.

Portfolio value $1.18 Trillion
ETFs: $899 Billion
Technology: $46.4 Billion
Consumer Cyclical: $17.6 Billion
Financial Services: $15.6 Billion
Healthcare: $15.2 Billion
Industrials: $12.2 Billion
Energy: $11.4 Billion
Consumer Defensive: $10 Billion
Other: $13 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$63.9B
$220 Million 0.02% of portfolio
914
Q3 2024 New
$17B
$209 Million 0.02% of portfolio
1,558
Q3 2024 New
$84.2B
$281 Million 0.02% of portfolio
1,070
Q3 2024 Added 1.33%
$181B
$281 Million 0.02% of portfolio
6,248
Q3 2024 Added 24.19%
$39B
$213 Million 0.02% of portfolio
1,420
Q3 2024 New
$126B
$285 Million 0.02% of portfolio
7,661
Q3 2024 New
$85.6B
$270 Million 0.02% of portfolio
998
Q3 2024 Reduced 3.29%
$101B
$249 Million 0.02% of portfolio
653
Q3 2024 New
$127B
$223 Million 0.02% of portfolio
2,777
Q3 2024 Reduced 25.23%
$135B
$223 Million 0.02% of portfolio
535
Q3 2024 Reduced 1.29%
$57.6B
$236 Million 0.02% of portfolio
2,150
Q3 2024 Reduced 9.28%
$44.2B
$106 Million 0.01% of portfolio
10,002
Q3 2024 Reduced 3.32%

Summary

  • Portfolio
  • No. of Stocks 336
  • Current Value $1.18 Trillion
  • Prior Value $905 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 50 stocks
  • Additional Purchases 188 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 81 stocks
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