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
MOAT
Vaneck Morningstar Wide Moat E

ETFs
906
+ 41.56%
N/A
3.09K $271M
RSP
Invesco S&P 500 Equal Weight E

ETFs
481
+ 5.61%
$169.43 - $182.84 $81.5K - $87.9K
9.05K $1.57B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
160
+ 28.83%
$522.96 - $601.18 $83.7K - $96.2K
715 $384M
BND
Vanguard Bd Index Fd Inc Total

ETFs
850
+ 26.97%
$71.17 - $73.66 $60.5K - $62.6K
4K $294M
MDLZ
Mondelez International, Inc.

Consumer Defensive
105
+ 1.6%
$56.12 - $68.15 $5.89K - $7.16K
6.66K $450M
UNP
Union Pacific Corp

Industrials
191
+ 21.63%
$225.21 - $254.42 $43K - $48.6K
1.07K $255M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.34K
+ 12.21%
$53.6 - $58.97 $71.9K - $79.1K
12.3K $673M
PAVE
Global X Fds Us Infrastructure

ETFs
1.83K
+ 24.48%
$37.31 - $43.82 $68.1K - $80K
9.28K $353M
BX
Blackstone Inc.

Financial Services
722
+ 35.78%
$136.53 - $186.74 $98.6K - $135K
2.74K $391M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
189
+ 0.47%
$44.72 - $46.25 $8.45K - $8.74K
40.5K $1.87B
ALL
Allstate Corp

Financial Services
79
+ 4.98%
$180.99 - $210.18 $14.3K - $16.6K
1.66K $345M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
1.96K
+ 4.2%
$23.32 - $23.84 $45.8K - $46.8K
48.6K $1.13B
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
1.48K
+ 15.27%
$73.27 - $96.21 $108K - $142K
11.1K $824M
WFC
Wells Fargo & Company

Financial Services
482
+ 12.87%
$66.78 - $81.42 $32.2K - $39.2K
4.23K $301M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
1
+ 0.0%
$19.66 - $21.64 $19.7 - $21.6
21K $450M
UPS
United Parcel Service Inc

Industrials
806
+ 25.12%
$109.66 - $136.26 $88.4K - $110K
4.02K $439M
MS
Morgan Stanley

Financial Services
953
+ 11.72%
$111.68 - $141.08 $106K - $134K
9.08K $1.05B
JEPI
J P Morgan Exchange Traded Fd

ETFs
637
+ 6.47%
$56.17 - $59.71 $35.8K - $38K
10.5K $595M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
733
+ 12.08%
$46.77 - $52.97 $34.3K - $38.8K
6.8K $322M
IDNA
Ishares Tr Genomics Immunology

ETFs
3.09K
+ 21.42%
$20.49 - $23.63 $63.2K - $72.9K
17.5K $349M
AIQ
Global X Funds Global X Artifi

ETFs
913
+ 11.28%
$36.38 - $42.77 $33.2K - $39K
9.01K $331M
CSCO
Cisco Systems, Inc.

Technology
78
+ 1.62%
$58.74 - $64.87 $4.58K - $5.06K
4.89K $302M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
122
+ 1.13%
$25.81 - $28.52 $3.15K - $3.48K
11K $304M
VNQ
Vanguard Specialized Funds Van

ETFs
56
+ 1.2%
$85.55 - $94.34 $4.79K - $5.28K
4.72K $427M
FE
Firstenergy Corp

Utilities
91
+ 0.82%
$37.95 - $43.5 $3.45K - $3.96K
11.2K $453M
NSC
Norfolk Southern Corp

Industrials
4
+ 0.09%
$227.69 - $259.76 $911 - $1.04K
4.29K $1.02B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
76
+ 0.56%
$100.32 - $100.76 $7.62K - $7.66K
13.7K $1.38B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
562
+ 14.26%
$211.47 - $267.17 $119K - $150K
4.5K $957M
PML
Pimco Municipal Income Fund Ii

Financial Services
156
+ 1.41%
$8.04 - $8.62 $1.25K - $1.34K
11.2K $91M
CPRT
Copart Inc

Consumer Cyclical
2
+ 0.02%
$52.3 - $59.83 $105 - $120
8.27K $473M
XYLD
Global X Fds S&P 500 Covered C

ETFs
316
+ 5.18%
$39.02 - $42.89 $12.3K - $13.6K
6.41K $253M
VIG
Vanguard Dividend Appreciation

ETFs
2
+ 0.08%
N/A
2.44K $472M
RYLD
Global X Fds Russell 2000 Cove

ETFs
865
+ 5.79%
$14.93 - $16.85 $12.9K - $14.6K
15.8K $239M
VOYA
Voya Financial, Inc.

Financial Services
79
+ 0.63%
$65.1 - $75.67 $5.14K - $5.98K
12.5K $851M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
171
+ 4.06%
$507.05 - $563.67 $86.7K - $96.4K
4.38K $2.26B
PFE
Pfizer Inc

Healthcare
533
+ 4.53%
$25.01 - $27.13 $13.3K - $14.5K
12.3K $302M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
344
+ 5.72%
$51.45 - $58.51 $17.7K - $20.1K
6.36K $328M
WMT
Walmart Inc.

Consumer Defensive
310
+ 1.2%
$84.5 - $105.05 $26.2K - $32.6K
26.2K $2.32B
GIS
General Mills Inc

Consumer Defensive
38
+ 0.98%
$57.56 - $65.3 $2.19K - $2.48K
3.91K $233M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
44
+ 0.83%
$67.03 - $74.61 $2.95K - $3.28K
5.34K $364M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.31K
+ 5.6%
$57.21 - $65.8 $132K - $152K
43.6K $2.55B
IWF
Ishares Russell 1000 Gr ETF

ETFs
25
+ 3.73%
$360.07 - $417.26 $9K - $10.4K
695 $253M
TFC
Truist Financial Corp

Financial Services
3
+ 0.04%
$39.48 - $48.15 $118 - $144
7.49K $307M
SCHG
Schwab Strategic Tr Us Large C

ETFs
197
+ 2.12%
$24.91 - $29.02 $4.91K - $5.72K
9.5K $240M
CDNS
Cadence Design Systems Inc

Technology
66
+ 6.61%
$233.96 - $324.52 $15.4K - $21.4K
1.07K $276M
DFAT
Dimensional ETF Tr U S Target

ETFs
5
+ 0.08%
$50.44 - $58.1 $252 - $291
6.35K $328M
SFLR
Innovator Etfs Tr Equity Manag
50
+ 0.2%
N/A
25.2K $790M
IGM
Ishares Expanded Tech Sector E

ETFs
96
+ 2.24%
$90.67 - $108.46 $8.7K - $10.4K
4.38K $401M
SHOP
Shopify Inc.

Technology
60
+ 1.05%
$90.59 - $129.31 $5.44K - $7.76K
5.78K $564M
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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