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.

Portfolio value $1.23 Trillion
ETFs: $931 Billion
Technology: $50.9 Billion
Consumer Cyclical: $18.7 Billion
Financial Services: $15.5 Billion
Healthcare: $14.5 Billion
Industrials: $10.9 Billion
Consumer Defensive: $9.89 Billion
Communication Services: $8.4 Billion
Other: $9.98 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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
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