C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Incresed Positions in Q3 2024

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

  • $1.18 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
650K
+ 22.95%
$31.05 - $34.29 $20.2M - $22.3M
3.48M $119B
Dimensional ETF Trust
334K
+ 264.91%
N/A
460K $29.1B
TFLO
Ishares Treasury Floating Rate

ETFs
406K
+ 1402.98%
$50.42 - $50.66 $20.5M - $20.6M
435K $22B
DFIC
Dimensional ETF Tr Dimensional

ETFs
403K
+ 256.53%
$25.36 - $28.37 $10.2M - $11.4M
560K $15.7B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
341K
+ 170.32%
$24.86 - $26.33 $8.48M - $8.98M
541K $14.1B
VEA
Vanguard Ftse Developed Market

ETFs
131K
+ 24.29%
$47.6 - $53.31 $6.24M - $6.99M
671K $35.4B
VTV
Vanguard Value ETF

ETFs
25.8K
+ 14.51%
$159.75 - $174.57 $4.11M - $4.5M
203K $35.5B
DFSD
Dimensional ETF Tr Short Durat

ETFs
135K
+ 164.99%
$47.0 - $47.84 $6.36M - $6.47M
217K $10.4B
VUG
Vanguard Growth ETF

ETFs
14.6K
+ 16.12%
$341.08 - $391.94 $4.97M - $5.71M
105K $40.3B
GLDM
World Gold Trust

ETFs
92.4K
+ 1730.57%
$46.2 - $53.01 $4.27M - $4.9M
97.7K $5.09B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
108K
+ 149.53%
$41.34 - $43.55 $4.48M - $4.72M
181K $7.8B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
8K
+ 320.29%
$475.2 - $527.7 $3.8M - $4.22M
10.5K $5.54B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
65.9K
+ 48.82%
$56.04 - $62.99 $3.69M - $4.15M
201K $12.3B
DFAX
Dimensional ETF Tr
23.5K
+ 1.18%
$24.29 - $27.25 $570K - $640K
2.02M $54.6B
QUAL
Ishares Msci Usa Quality Facto

ETFs
14.4K
+ 10.54%
$162.64 - $179.3 $2.35M - $2.59M
152K $27.2B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
27.8K
+ 264.3%
$117.9 - $128.2 $3.28M - $3.56M
38.3K $4.91B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
49.9K
+ 11.0%
$44.24 - $49.47 $2.21M - $2.47M
504K $24.9B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
54.6K
+ 25.73%
$41.9 - $48.26 $2.29M - $2.63M
267K $12.8B
BNDX
Vanguard Total International B

ETFs
56.8K
+ 38.38%
$48.42 - $50.35 $2.75M - $2.86M
205K $10.3B
ABBV
Abb Vie Inc.

Healthcare
14.6K
+ 219.44%
$163.84 - $199.33 $2.4M - $2.92M
21.3K $4.21B
LQD
Ishares Iboxx $ Investment Gra

ETFs
25.6K
+ 454.38%
$106.11 - $113.72 $2.72M - $2.91M
31.2K $3.53B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5.84K
+ 162.58%
$405.19 - $478.57 $2.36M - $2.79M
9.42K $4.34B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
33.6K
+ 38.51%
$76.38 - $78.87 $2.57M - $2.65M
121K $9.51B
IVE
Ishares S&P 500 Value ETF

ETFs
8.03K
+ 12.54%
$181.06 - $197.17 $1.45M - $1.58M
72.1K $14.2B
SPYG
Spdr Portfolio

ETFs
17.4K
+ 5.25%
$73.38 - $84.1 $1.27M - $1.46M
348K $28.9B
VB
Vanguard Small Cap ETF

ETFs
6.2K
+ 20.86%
$214.77 - $237.72 $1.33M - $1.47M
35.9K $8.52B
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.87K
+ 27.02%
$434.77 - $502.96 $1.68M - $1.95M
18.2K $8.88B
VTI
Vanguard Total Stock Market Et

ETFs
5.82K
+ 36.19%
$255.18 - $283.2 $1.49M - $1.65M
21.9K $6.2B
XLU
Utilities Sector Spdr

ETFs
20.9K
+ 239.23%
$67.67 - $80.78 $1.41M - $1.69M
29.6K $2.39B
ABT
Abbott Laboratories

Healthcare
15.2K
+ 268.08%
$100.07 - $118.13 $1.52M - $1.79M
20.9K $2.38B
Blackrock ETF Trust Ii
30.2K
+ 51.74%
N/A
88.6K $4.74B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
8.11K
+ 422.95%
$178.94 - $207.0 $1.45M - $1.68M
10K $2.01B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
29.6K
+ 39.49%
$44.9 - $47.55 $1.33M - $1.41M
105K $4.94B
BLV
Vanguard Bd Index Fd Inc Long

ETFs
17.1K
+ 37.15%
$69.16 - $76.64 $1.19M - $1.31M
63.3K $4.76B
MBB
Ishares Tr

ETFs
11.5K
+ 18.4%
$90.85 - $96.66 $1.05M - $1.12M
74.3K $7.12B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
15.1K
+ 33.17%
$74.26 - $78.84 $1.12M - $1.19M
60.7K $4.76B
Dimensional ETF Trust
43K
+ 254.04%
N/A
60K $1.73B
VOE
Vanguard Mid Cap Value Index F

ETFs
5.19K
+ 21.63%
$149.02 - $167.67 $774K - $871K
29.2K $4.9B
HD
Home Depot, Inc.

Consumer Cyclical
868
+ 7.2%
$333.64 - $405.2 $290K - $352K
12.9K $5.24B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
8.39K
+ 3.07%
$33.74 - $37.96 $283K - $318K
281K $10.6B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.07K
+ 9.13%
$517.38 - $573.86 $552K - $612K
12.7K $7.31B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
7.34K
+ 22.32%
$87.56 - $95.49 $643K - $701K
40.2K $3.84B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
18.7K
+ 67.0%
$44.83 - $47.42 $837K - $886K
46.5K $2.19B
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
9.26K
+ 215.0%
$98.97 - $99.59 $916K - $922K
13.6K $1.35B
COST
Costco Wholesale Corp

Consumer Defensive
932
+ 62.76%
$801.83 - $917.05 $747K - $855K
2.42K $2.14B
AMZN
Amazon Com Inc

Consumer Cyclical
5.15K
+ 30.6%
$161.02 - $200.0 $829K - $1.03M
22K $4.09B
EFV
Msci Eafe Value ETF

ETFs
12.3K
+ 111.69%
$51.72 - $57.96 $634K - $711K
23.2K $1.34B
IFRA
Ishares Tr

ETFs
8.23K
+ 11.04%
$41.55 - $46.97 $342K - $386K
82.8K $3.89B
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
5.84K
+ 253.78%
$100.88 - $116.06 $589K - $677K
8.14K $940M
Activity Summary
Buys All Purchases 238 New Holdings 50 Increased Positions 188 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 0 Puts 0
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