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
- $1.07 Trillion
- Q2 2025
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.07 Trillion distributed in 269 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 $141B, Spdr Portfolio S&P 500 ETF (Ma with a value of $111B, Dimensional ETF Trust with a value of $57.1B, Vanguard Growth ETF with a value of $42.8B, and Ishares Msci Usa Quality Facto with a value of $41.8B.
Examining the 13F form we can see an decrease of $196B in the current position value, from $1.27T to 1.07T.
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 $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 269
- Current Value $1.07 Trillion
- Prior Value $1.27 Trillion
- Filing
- Period Q2 2025
- Filing Date August 05, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 40 stocks
- Additional Purchases 135 stocks
- Sold out of 0 stocks
- Reduced holdings in 73 stocks