C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Incresed Positions 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
Dimensional ETF Trust
6.76K
+ 4.53%
N/A
156K $8.18B
HYMU
Blackrock ETF Tr Ii High Yield
15.5K
+ 71.42%
$22.43 - $23.19 $348K - $360K
37.3K $846M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
5.78K
+ 1.53%
$24.73 - $25.62 $143K - $148K
383K $9.77B
Dimensional ETF Trust
10.2K
+ 10.18%
N/A
110K $2.91B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.39K
+ 25.86%
$126.11 - $135.06 $301K - $322K
11.6K $1.49B
DGRO
Ishares Core Dividend Growth E

ETFs
4.93K
+ 15.66%
$60.46 - $64.42 $298K - $318K
36.4K $2.24B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.75K
+ 105.41%
$58.01 - $64.46 $276K - $306K
9.26K $577M
MUB
Ishares National Muni Bond ETF

ETFs
2.99K
+ 18.23%
$104.71 - $107.69 $313K - $322K
19.4K $2.04B
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.55K
+ 23.1%
$105.1 - $109.61 $268K - $280K
13.6K $1.48B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.31K
+ 1.84%
$76.94 - $78.28 $178K - $181K
128K $10B
T
At&T Inc.

Communication Services
2.7K
+ 7.46%
$21.56 - $28.28 $58.2K - $76.4K
38.9K $1.11B
IGRO
Ishares Tr International Divid

ETFs
2.98K
+ 21.65%
$66.91 - $73.87 $199K - $220K
16.7K $1.21B
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
15.5K
+ 7.61%
$29.41 - $31.79 $454K - $491K
218K $6.54B
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
14.4K
+ 6.29%
$33.17 - $35.48 $479K - $512K
244K $8.19B
Blackrock ETF Trust
10.3K
+ 62.1%
N/A
26.9K $768M
META
Meta Platforms, Inc.

Communication Services
424
+ 12.56%
$576.36 - $736.67 $244K - $312K
3.8K $2.23B
Blackrock ETF Trust
7.93K
+ 24.26%
N/A
40.6K $1.05B
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
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
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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