C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Incresed Positions in Q2 2025

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

  • $1.07 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
1.16K
+ 34.67%
$221.86 - $362.89 $256K - $419K
4.49K $1.43B
GOOGL
Alphabet Inc.

Communication Services
1.69K
+ 18.69%
$144.7 - $178.6 $245K - $302K
10.7K $1.89B
IYZ
Ishares Tr Us Telecommunicatio

ETFs
13.8K
+ 61.1%
$24.53 - $29.78 $339K - $411K
36.4K $1.08B
RY
Royal Bank Of Canada

Financial Services
51
+ 0.2%
$108.36 - $131.55 $5.53K - $6.71K
25.1K $3.3B
SCHG
Schwab Strategic Tr Us Large C

ETFs
13.2K
+ 138.63%
$22.27 - $29.21 $293K - $385K
22.7K $662M
JPM
Jpmorgan Chase & CO

Financial Services
633
+ 12.98%
$210.28 - $289.91 $133K - $184K
5.51K $1.6B
CI
Cigna Corp

Healthcare
1.22K
+ 174.57%
$301.89 - $340.04 $369K - $416K
1.92K $635M
CAT
Caterpillar Inc

Industrials
367
+ 9.78%
$273.94 - $388.21 $101K - $142K
4.12K $1.6B
AMD
Advanced Micro Devices Inc

Technology
1.16K
+ 23.63%
$78.21 - $143.81 $90.8K - $167K
6.08K $862M
CEG
Constellation Energy Corp

Utilities
372
+ 21.47%
$170.96 - $322.76 $63.6K - $120K
2.11K $679M
ETN
Eaton Corp PLC

Industrials
269
+ 10.06%
$246.52 - $356.99 $66.3K - $96K
2.94K $1.05B
V
Visa Inc.

Financial Services
795
+ 52.27%
$308.27 - $373.31 $245K - $297K
2.32K $822M
VGT
Vanguard Information Technolog

ETFs
41
+ 1.87%
$470.37 - $663.28 $19.3K - $27.2K
2.23K $1.48B
VEEV
Veeva Systems Inc

Healthcare
17
+ 0.37%
$209.39 - $289.94 $3.56K - $4.93K
4.62K $1.33B
UNP
Union Pacific Corp

Industrials
1.25K
+ 116.48%
$208.27 - $238.46 $261K - $298K
2.33K $535M
IGM
Ishares Expanded Tech Sector E

ETFs
1.66K
+ 37.96%
$79.8 - $112.34 $133K - $187K
6.04K $679M
LMT
Lockheed Martin Corp

Industrials
496
+ 16.73%
$430.82 - $486.45 $214K - $241K
3.46K $1.6B
AXON
Axon Enterprise, Inc.

Industrials
68
+ 12.16%
$497.13 - $827.94 $33.8K - $56.3K
627 $519M
IWV
Ishares Russell 3000 ETF

ETFs
379
+ 18.16%
$281.67 - $351.0 $107K - $133K
2.47K $866M
LLY
Eli Lilly & CO

Healthcare
295
+ 23.93%
$713.71 - $898.95 $211K - $265K
1.53K $1.19B
CVX
Chevron Corp

Energy
2.24K
+ 44.1%
$133.73 - $168.51 $300K - $378K
7.33K $1.05B
DGRO
Ishares Core Dividend Growth E

ETFs
1.65K
+ 4.53%
$55.22 - $63.94 $91K - $105K
38.1K $2.43B
ABT
Abbott Laboratories

Healthcare
744
+ 3.62%
$123.95 - $138.08 $92.2K - $103K
21.3K $2.9B
ET
Energy Transfer LP

Energy
10.6K
+ 103.74%
$15.65 - $18.93 $165K - $200K
20.7K $376M
MELI
Mercadolibre Inc

Consumer Cyclical
10
+ 4.42%
$1794.73 - $2613.63 $17.9K - $26.1K
236 $617M
DFSV
Dimensional ETF Tr Dimensional

ETFs
4.84K
+ 20.18%
$24.21 - $29.47 $117K - $143K
28.8K $849M
COST
Costco Wholesale Corp

Consumer Defensive
72
+ 2.58%
$908.13 - $1056.85 $65.4K - $76.1K
2.86K $2.83B
XLU
Utilities Sector Spdr

ETFs
1.88K
+ 43.06%
$73.09 - $82.77 $138K - $156K
6.26K $511M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
2.82K
+ 22.85%
$47.46 - $55.3 $134K - $156K
15.1K $834M
MGC
Vanguard Mega Cap ETF

ETFs
396
+ 14.47%
$179.23 - $224.92 $71K - $89.1K
3.13K $705M
LOW
Lowes Companies Inc

Consumer Cyclical
848
+ 27.39%
$210.83 - $235.28 $179K - $200K
3.94K $875M
ITOT
Ishares Core S&P Total U.S. St

ETFs
777
+ 22.65%
$108.12 - $135.04 $84K - $105K
4.21K $568M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
151
+ 7.92%
$141.37 - $228.57 $21.3K - $34.5K
2.06K $466M
VHT
Vanguard Health Care ETF

ETFs
710
+ 20.59%
$236.71 - $261.92 $168K - $186K
4.16K $1.03B
AIQ
Global X Funds Global X Artifi

ETFs
1.63K
+ 18.1%
$31.5 - $43.69 $51.3K - $71.2K
10.6K $465M
IWR
Ishares Russell Mid Cap ETF

ETFs
199
+ 1.17%
$74.88 - $91.97 $14.9K - $18.3K
17.2K $1.59B
RTX
Raytheon Technologies Corp

Industrials
635
+ 22.78%
$113.75 - $148.48 $72.2K - $94.3K
3.42K $500M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
1.53K
+ 22.53%
$42.95 - $53.21 $65.8K - $81.5K
8.33K $443M
BAC
Bank Of America Corp

Financial Services
936
+ 7.28%
$34.39 - $47.46 $32.2K - $44.4K
13.8K $652M
VBR
Vanguard Small Cap Value ETF

ETFs
335
+ 5.53%
$162.76 - $195.77 $54.5K - $65.6K
6.39K $1.25B
AXP
American Express CO

Financial Services
139
+ 10.0%
$231.39 - $318.98 $32.2K - $44.3K
1.53K $488M
EMR
Emerson Electric CO

Industrials
71
+ 1.66%
$94.15 - $133.33 $6.68K - $9.47K
4.34K $578M
IDNA
Ishares Tr Genomics Immunology

ETFs
4.8K
+ 27.44%
$17.92 - $21.5 $86K - $103K
22.3K $457M
BUG
Global X Fds Cybersecurity ETF

ETFs
1.48K
+ 14.06%
$29.9 - $37.1 $44.1K - $54.7K
12K $444M
DIS
Walt Disney CO

Communication Services
83
+ 2.5%
$81.72 - $124.01 $6.78K - $10.3K
3.41K $422M
NSC
Norfolk Southern Corp

Industrials
48
+ 1.12%
$206.34 - $257.46 $9.9K - $12.4K
4.34K $1.11B
ITW
Illinois Tool Works Inc

Industrials
380
+ 36.43%
$218.41 - $252.43 $83K - $95.9K
1.42K $352M
CSCO
Cisco Systems, Inc.

Technology
715
+ 14.62%
$53.19 - $69.38 $38K - $49.6K
5.61K $389M
IWL
Ishares Tr Russell 200 ETF

ETFs
392
+ 25.47%
$122.36 - $153.12 $48K - $60K
1.93K $296M
Activity Summary
Buys All Purchases 175 New Holdings 40 Increased Positions 135 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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