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
CEG
Constellation Energy Corp

Utilities
1.74K
New
$224.28 - $285.52 $389K - $495K
1.74K $388M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
16.8K
New
$23.01 - $26.06 $386K - $437K
16.8K $388M
OZ
Belpointe Prep, LLC

Real Estate
4.91K
New
$63.55 - $80.07 $312K - $393K
4.91K $380M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
5.29K
New
$69.3 - $74.3 $367K - $393K
5.29K $378M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
9.45K
New
$38.37 - $42.82 $362K - $404K
9.45K $362M
Fidelity Wise Origin Bitcoin
4.43K
New
N/A
4.43K $361M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
13.1K
New
$26.93 - $84.95 $352K - $1.11M
13.1K $358M
XLU
Utilities Sector Spdr

ETFs
4.71K
New
$74.89 - $82.93 $353K - $391K
4.71K $357M
PSEP
Innovator U.S. Equity Power Bu
9.04K
New
N/A
9.04K $353M
DFAT
Dimensional ETF Tr U S Target

ETFs
6.34K
New
$54.54 - $61.04 $346K - $387K
6.34K $353M
BSX
Boston Scientific Corp

Healthcare
3.94K
New
$83.62 - $91.5 $330K - $361K
3.94K $352M
BX
Blackstone Inc.

Financial Services
2.02K
New
$148.45 - $199.05 $300K - $402K
2.02K $348M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
6.02K
New
$53.94 - $58.15 $325K - $350K
6.02K $339M
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
6.75K
New
N/A
6.75K $339M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
5.8K
New
$56.7 - $62.15 $329K - $360K
5.8K $338M
AMGN
Amgen Inc

Healthcare
1.27K
New
$258.78 - $328.31 $329K - $418K
1.27K $332M
TFC
Truist Financial Corp

Financial Services
7.49K
New
$41.51 - $48.1 $311K - $360K
7.49K $325M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
555
New
$563.99 - $620.12 $313K - $344K
555 $316M
AIQ
Global X Funds Global X Artifi

ETFs
8.09K
New
$36.57 - $40.57 $296K - $328K
8.09K $313M
PFE
Pfizer Inc

Healthcare
11.8K
New
$24.8 - $30.19 $292K - $355K
11.8K $312M
EMR
Emerson Electric CO

Industrials
3.66K
+ 604.13%
$108.13 - $134.33 $396K - $492K
4.27K $529M
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.37K
New
$124.26 - $134.12 $294K - $318K
2.37K $304M
PAVE
Global X Fds Us Infrastructure

ETFs
7.46K
New
$40.41 - $45.95 $301K - $343K
7.46K $301M
CDNS
Cadence Design Systems Inc

Technology
999
New
$249.1 - $324.54 $249K - $324K
999 $300M
AEP
American Electric Power CO Inc

Utilities
3.25K
New
$90.91 - $102.21 $295K - $332K
3.25K $300M
CL
Colgate Palmolive CO

Consumer Defensive
3.26K
New
$90.22 - $102.31 $294K - $333K
3.26K $296M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
6.07K
New
$47.66 - $51.97 $289K - $315K
6.07K $296M
KO
Coca Cola CO

Consumer Defensive
4.72K
New
$61.74 - $71.71 $291K - $338K
4.72K $294M
ROK
Rockwell Automation, Inc

Industrials
1.02K
New
$264.65 - $302.92 $270K - $309K
1.02K $292M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
5.67K
New
$51.09 - $55.27 $290K - $314K
5.67K $290M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
10.8K
New
$26.63 - $30.23 $289K - $328K
10.8K $289M
CSCO
Cisco Systems, Inc.

Technology
4.81K
New
$52.45 - $60.02 $252K - $289K
4.81K $285M
FRPH
Frp Holdings, Inc.

Real Estate
9.28K
New
$29.0 - $32.48 $269K - $301K
9.28K $284M
American Healthcare Reit Inc
9.77K
New
N/A
9.77K $278M
VHT
Vanguard Health Care ETF

ETFs
998
+ 113.02%
$250.81 - $283.3 $250K - $283K
1.88K $478M
RPM
Rpm International Inc

Basic Materials
2.24K
New
$120.09 - $140.26 $269K - $314K
2.24K $275M
SCHV
Schwab Strategic Tr Us Large C

ETFs
10.5K
New
$25.79 - $80.4 $271K - $846K
10.5K $274M
ITW
Illinois Tool Works Inc

Industrials
1.07K
New
$253.56 - $278.5 $272K - $299K
1.07K $272M
BSEP
Innovator U.S. Equity Buffer E

ETFs
6.29K
New
$41.8 - $43.67 $263K - $275K
6.29K $270M
IWF
Ishares Russell 1000 Gr ETF

ETFs
670
New
$370.24 - $418.94 $248K - $281K
670 $269M
NVO
Novo Nordisk A S

Healthcare
3.12K
New
$85.0 - $120.04 $265K - $375K
3.12K $269M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.51K
New
$58.88 - $64.8 $265K - $292K
4.51K $266M
MGV
Vanguard Mega Cap Value

ETFs
2.12K
New
$124.06 - $133.48 $263K - $283K
2.12K $264M
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
5.32K
New
N/A
5.32K $264M
WFC
Wells Fargo & Company

Financial Services
3.75K
New
$54.98 - $77.35 $206K - $290K
3.75K $263M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
12.3K
New
$21.25 - $22.07 $261K - $271K
12.3K $262M
SCHG
Schwab Strategic Tr Us Large C

ETFs
9.3K
New
$25.93 - $105.3 $241K - $979K
9.3K $259M
IWB
Ishares Tr Russell 1000 ETF

ETFs
801
New
$311.11 - $335.64 $249K - $269K
801 $258M
PPG
Ppg Industries Inc

Basic Materials
2.15K
New
$119.09 - $131.37 $256K - $282K
2.15K $257M
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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