C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Purchases in Q4 2024

C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

  • $1.23 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FNDX
Schwab Fundamental U S Large C

ETFs
33K
New
$23.49 - $71.77 $774K - $2.37M
33K $781M
BA
Boeing CO

Industrials
4.36K
New
$138.14 - $180.72 $603K - $788K
4.36K $772M
IWR
Ishares Russell Mid Cap ETF

ETFs
8.73K
New
$87.25 - $95.52 $761K - $833K
8.73K $771M
HON
Honeywell International Inc

Industrials
3.35K
New
$202.84 - $236.0 $680K - $791K
3.35K $757M
DRI
Darden Restaurants Inc

Consumer Cyclical
3.99K
New
$155.96 - $188.66 $623K - $754K
3.99K $746M
CVX
Chevron Corp

Energy
4.79K
New
$141.15 - $162.53 $677K - $779K
4.79K $694M
COP
Conocophillips

Energy
6.97K
New
$95.12 - $114.72 $663K - $800K
6.97K $691M
DFIP
Dimensional ETF Tr Inflation P

ETFs
16.8K
New
$40.31 - $42.43 $679K - $715K
16.8K $682M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.63K
New
$113.92 - $127.38 $642K - $718K
5.63K $649M
MCD
Mcdonalds Corp

Consumer Cyclical
2.23K
New
$288.47 - $316.54 $644K - $707K
2.23K $648M
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
15.4K
New
$39.78 - $41.04 $613K - $633K
15.4K $625M
IWP
Ishares Russell Mid Cap Growth

ETFs
2.81K
+ 35.91%
$116.4 - $138.52 $327K - $389K
10.6K $1.35B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
11K
New
$56.06 - $61.35 $616K - $674K
11K $620M
SHOP
Shopify Inc.

Technology
5.72K
New
$78.14 - $119.49 $447K - $683K
5.72K $608M
TJX
Tjx Companies Inc

Consumer Cyclical
4.99K
New
$112.15 - $127.2 $559K - $634K
4.99K $603M
VCR
Vanguard Consumer Discretionar

ETFs
1.6K
New
$328.51 - $401.37 $527K - $643K
1.6K $602M
MRK
Merck & Co., Inc.

Healthcare
6.04K
New
$96.31 - $114.76 $582K - $693K
6.04K $601M
DUK
Duke Energy Corp

Utilities
5.54K
New
$105.76 - $120.76 $586K - $669K
5.54K $597M
AMD
Advanced Micro Devices Inc

Technology
4.91K
New
$118.88 - $172.8 $584K - $849K
4.91K $593M
BAC
Bank Of America Corp

Financial Services
13.3K
New
$39.22 - $47.77 $521K - $635K
13.3K $584M
JEPI
J P Morgan Exchange Traded Fd

ETFs
9.84K
New
$57.53 - $60.83 $566K - $599K
9.84K $566M
XAR
Spdr S&P Aerospace & Defense E

ETFs
3.34K
New
$153.8 - $176.52 $514K - $589K
3.34K $554M
SO
Southern CO

Utilities
9.95K
+ 586.5%
$81.5 - $94.15 $811K - $937K
11.6K $958M
KBE
Spdr S&P Bank ETF

ETFs
9.74K
New
$51.33 - $62.76 $500K - $611K
9.74K $540M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
7.5K
+ 348.33%
$81.34 - $96.75 $610K - $726K
9.66K $786M
IYZ
Ishares Tr Us Telecommunicatio

ETFs
19.6K
New
$25.22 - $28.15 $495K - $553K
19.6K $527M
XTL
Spdr Ser Tr S & P Telecom ETF

ETFs
4.91K
New
$99.11 - $111.9 $487K - $550K
4.91K $526M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
6.94K
New
$47.29 - $84.74 $328K - $588K
6.94K $514M
Innovator Etfs Trust
18.4K
+ 234.25%
N/A
26.2K $715M
NDSN
Nordson Corp

Industrials
2.43K
New
$208.83 - $264.36 $506K - $641K
2.43K $507M
Blackrock ETF Trust
16.6K
New
N/A
16.6K $501M
HYMU
Blackrock ETF Tr Ii High Yield
21.8K
New
$22.59 - $23.2 $491K - $505K
21.8K $493M
PSX
Phillips 66

Energy
4.23K
New
$110.35 - $138.93 $467K - $588K
4.23K $482M
VIG
Vanguard Dividend Appreciation

ETFs
2.43K
New
N/A
2.43K $477M
CPRT
Copart Inc

Consumer Cyclical
8.27K
New
$51.36 - $63.8 $425K - $527K
8.27K $475M
VEU
Vanguard Ftse All World Ex Us

ETFs
8.03K
New
$57.29 - $63.1 $460K - $507K
8.03K $461M
FE
Firstenergy Corp

Utilities
11.1K
New
$39.14 - $44.52 $435K - $495K
11.1K $443M
XLP
Consumer Staples Sector Spdr

ETFs
5.45K
New
N/A
5.45K $428M
AXP
American Express CO

Financial Services
1.44K
New
$267.35 - $305.57 $386K - $441K
1.44K $428M
USFR
Wisdomtree Floating Rate Treas

ETFs
9.18K
+ 203.77%
$50.23 - $50.46 $461K - $463K
13.7K $689M
AXON
Axon Enterprise, Inc.

Industrials
704
New
$399.22 - $689.78 $281K - $486K
704 $418M
Vanguard Mun Bd Fds
4.18K
New
N/A
4.18K $415M
VNQ
Vanguard Specialized Funds Van

ETFs
4.66K
New
$87.85 - $98.6 $409K - $459K
4.66K $415M
GLD
Spdr Gold Trust

ETFs
1.7K
New
$236.59 - $257.5 $401K - $437K
1.7K $411M
UPS
United Parcel Service Inc

Industrials
3.21K
New
$122.65 - $138.35 $394K - $444K
3.21K $405M
MELI
Mercadolibre Inc

Consumer Cyclical
235
New
$1666.0 - $2117.3 $392K - $498K
235 $400M
XLI
Industrial Sector Spdr

ETFs
3K
New
$131.76 - $143.99 $396K - $432K
3K $396M
MDLZ
Mondelez International, Inc.

Consumer Defensive
6.55K
New
$59.25 - $72.99 $388K - $478K
6.55K $391M
BCPC
Balchem Corp

Basic Materials
2.4K
New
$163.0 - $183.41 $391K - $440K
2.4K $391M
Activity Summary
Buys All Purchases 290 New Holdings 251 Increased Positions 39 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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