C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Purchases 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
Blackrock ETF Trust
7.93K
+ 24.26%
N/A
40.6K $1.05B
EXC
Exelon Corp

Utilities
4.89K
New
$37.3 - $46.08 $182K - $225K
4.89K $225M
DFIP
Dimensional ETF Tr Inflation P

ETFs
4.66K
+ 27.64%
$40.27 - $42.11 $187K - $196K
21.5K $906M
Ishares Bitcoin Trust ETF
6.88K
+ 29.87%
N/A
29.9K $1.44B
VZ
Verizon Communications Inc

Communication Services
4.68K
New
$37.81 - $46.49 $177K - $218K
4.68K $213M
IWL
Ishares Tr Russell 200 ETF

ETFs
1.54K
New
$135.83 - $151.73 $209K - $234K
1.54K $212M
CAH
Cardinal Health Inc

Healthcare
1.53K
New
$118.02 - $137.77 $180K - $210K
1.53K $210M
MEAR
Blackrock Short Maturity Munic

ETFs
3.94K
+ 8.6%
$49.97 - $50.36 $197K - $198K
49.7K $2.49B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
2.05K
+ 1.92%
$44.68 - $46.49 $91.4K - $95.1K
108K $5.02B
HEFA
Ishares Currency Hedged Msci E

ETFs
987
+ 1.01%
$34.83 - $37.52 $34.4K - $37K
98.8K $3.59B
PLTR
Palantir Technologies Inc.

Technology
1.34K
+ 15.87%
$64.98 - $124.62 $86.9K - $167K
9.76K $827M
PMAR
Innovator U.S. Equity Power Bu

ETFs
4.7K
+ 73.84%
$39.51 - $41.0 $186K - $193K
11.1K $442M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
457
+ 0.68%
$66.9 - $71.57 $30.6K - $32.7K
67.7K $4.78B
IEF
Ishares Barclays

ETFs
1.59K
+ 20.39%
$91.17 - $95.39 $145K - $152K
9.41K $898M
CVX
Chevron Corp

Energy
294
+ 6.13%
$146.71 - $167.97 $43.1K - $49.4K
5.09K $858M
HYGW
Ishares Tr High Yield Corporat
5.24K
+ 20.15%
N/A
31.2K $985M
ELV
Elevance Health, Inc.

Healthcare
254
+ 41.91%
$365.9 - $436.25 $92.9K - $111K
860 $372M
UNH
Unitedhealth Group Inc

Healthcare
133
+ 3.35%
$461.52 - $548.18 $61.4K - $72.9K
4.1K $2.15B
TJX
Tjx Companies Inc

Consumer Cyclical
1.02K
+ 20.37%
$112.81 - $126.16 $115K - $128K
6K $737M
IXC
Ishares Tr Global Energy ETF

ETFs
1.29K
+ 7.25%
$38.48 - $42.16 $49.4K - $54.2K
19K $804M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.06K
+ 44.85%
$120.29 - $134.6 $128K - $143K
3.43K $420M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
1.15K
+ 8.38%
$99.16 - $99.52 $114K - $114K
14.9K $1.47B
BSX
Boston Scientific Corp

Healthcare
631
+ 16.0%
$89.38 - $106.18 $56.4K - $67K
4.57K $463M
DUK
Duke Energy Corp

Utilities
269
+ 4.85%
$105.87 - $121.97 $28.5K - $32.8K
5.81K $704M
DRI
Darden Restaurants Inc

Consumer Cyclical
59
+ 1.48%
$180.02 - $208.56 $10.6K - $12.3K
4.05K $849M
IYG
Ishares Tr

ETFs
1.17K
+ 17.44%
$74.6 - $84.81 $87.1K - $99K
7.86K $616M
IYZ
Ishares Tr Us Telecommunicatio

ETFs
2.96K
+ 15.07%
$26.51 - $28.57 $78.5K - $84.6K
22.6K $621M
PSX
Phillips 66

Energy
402
+ 9.5%
$113.93 - $131.55 $45.8K - $52.9K
4.64K $576M
JPM
Jpmorgan Chase & CO

Financial Services
308
+ 6.74%
$225.19 - $279.95 $69.4K - $86.2K
4.88K $1.19B
KO
Coca Cola CO

Consumer Defensive
593
+ 12.57%
$60.81 - $72.32 $36.1K - $42.9K
5.31K $382M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.92K
+ 12.64%
$92.45 - $106.69 $270K - $311K
26K $2.43B
AFL
Aflac Inc

Financial Services
36
+ 0.41%
$100.99 - $111.19 $3.64K - $4K
8.88K $998M
NEE
Nextera Energy Inc

Utilities
1.31K
+ 11.19%
$66.96 - $76.16 $87.4K - $99.4K
13K $920M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.74K
+ 20.94%
$27.01 - $28.54 $74K - $78.2K
15.8K $441M
V
Visa Inc.

Financial Services
113
+ 8.03%
$306.92 - $362.71 $34.7K - $41K
1.52K $527M
XTL
Spdr Ser Tr S & P Telecom ETF

ETFs
1.16K
+ 23.58%
$99.49 - $112.88 $115K - $131K
6.07K $607M
MO
Altria Group, Inc.

Consumer Defensive
123
+ 1.09%
$50.81 - $60.02 $6.25K - $7.38K
11.4K $671M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
906
+ 41.56%
N/A
3.09K $271M
RSP
Invesco S&P 500 Equal Weight E

ETFs
481
+ 5.61%
$169.43 - $182.84 $81.5K - $87.9K
9.05K $1.57B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
160
+ 28.83%
$522.96 - $601.18 $83.7K - $96.2K
715 $384M
BND
Vanguard Bd Index Fd Inc Total

ETFs
850
+ 26.97%
$71.17 - $73.66 $60.5K - $62.6K
4K $294M
MDLZ
Mondelez International, Inc.

Consumer Defensive
105
+ 1.6%
$56.12 - $68.15 $5.89K - $7.16K
6.66K $450M
UNP
Union Pacific Corp

Industrials
191
+ 21.63%
$225.21 - $254.42 $43K - $48.6K
1.07K $255M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.34K
+ 12.21%
$53.6 - $58.97 $71.9K - $79.1K
12.3K $673M
PAVE
Global X Fds Us Infrastructure

ETFs
1.83K
+ 24.48%
$37.31 - $43.82 $68.1K - $80K
9.28K $353M
BX
Blackstone Inc.

Financial Services
722
+ 35.78%
$136.53 - $186.74 $98.6K - $135K
2.74K $391M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
189
+ 0.47%
$44.72 - $46.25 $8.45K - $8.74K
40.5K $1.87B
BUG
Global X Fds Cybersecurity ETF

ETFs
1.05K
+ 11.06%
$31.56 - $36.78 $33K - $38.4K
10.5K $343M
ALL
Allstate Corp

Financial Services
79
+ 4.98%
$180.99 - $210.18 $14.3K - $16.6K
1.66K $345M
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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