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
IWM
Ishares Russell 2000 ETF

ETFs
875
+ 23.97%
$200.87 - $224.6 $176K - $197K
4.53K $1B
DUK
Duke Energy Corp

Utilities
1.76K
+ 52.17%
$99.35 - $117.71 $175K - $207K
5.13K $591M
LOW
Lowes Companies Inc

Consumer Cyclical
423
+ 16.73%
$213.3 - $270.78 $90.2K - $115K
2.95K $800M
HON
Honeywell International Inc

Industrials
1.31K
+ 29.48%
$196.73 - $220.21 $258K - $288K
5.75K $1.19B
EMR
Emerson Electric CO

Industrials
2.17K
+ 72.0%
$98.19 - $118.87 $213K - $258K
5.18K $566M
SO
Southern CO

Utilities
1.25K
+ 13.14%
$77.0 - $90.52 $96.4K - $113K
10.8K $972M
PM
Philip Morris International Inc.

Consumer Defensive
28
+ 0.25%
$101.25 - $127.45 $2.84K - $3.57K
11.3K $1.38B
DFIP
Dimensional ETF Tr Inflation P

ETFs
5.08K
+ 48.69%
$40.69 - $42.46 $207K - $216K
15.5K $656M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.36K
+ 14.44%
$103.87 - $117.59 $141K - $160K
10.8K $1.26B
SUB
Ishares Short Term National Mu

ETFs
2.08K
+ 89.83%
$104.3 - $106.3 $216K - $221K
4.39K $466M
MGK
Vanguard Mega Cap Growth ETF

ETFs
397
+ 3.33%
$285.48 - $330.24 $113K - $131K
12.3K $3.96B
NVDA
Nvidia Corp

Technology
2.36K
+ 7.05%
$98.91 - $134.91 $233K - $318K
35.8K $4.34B
PG
Procter & Gamble CO

Consumer Defensive
960
+ 16.24%
$160.76 - $177.82 $154K - $171K
6.87K $1.19B
ICVT
Ishares Tr Convertible Bond Et

ETFs
2.22K
+ 43.02%
$77.24 - $83.67 $171K - $186K
7.38K $617M
TFC
Truist Financial Corp

Financial Services
4.07K
+ 51.6%
$38.22 - $44.94 $156K - $183K
12K $511M
VBR
Vanguard Small Cap Value ETF

ETFs
575
+ 12.28%
$179.99 - $201.6 $103K - $116K
5.26K $1.06B
AMGN
Amgen Inc

Healthcare
589
+ 76.59%
$309.38 - $337.38 $182K - $199K
1.36K $438M
MSTR
Microstrategy Inc

Technology
3.92K
+ 997.96%
$114.3 - $1800.09 $448K - $7.06M
4.32K $728M
IBHE
Ishares Ibonds 2025 Term High

ETFs
7.91K
+ 18.8%
$23.03 - $23.3 $182K - $184K
50K $1.16B
MS
Morgan Stanley

Financial Services
1.31K
+ 19.34%
$92.07 - $106.96 $121K - $140K
8.08K $842M
VOT
Vanguard Mid Cap Growth Index

ETFs
541
+ 14.36%
$218.05 - $243.47 $118K - $132K
4.31K $1.05B
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
2.41K
+ 3.35%
$47.7 - $48.54 $115K - $117K
74.5K $3.61B
AXP
American Express CO

Financial Services
501
+ 57.59%
$225.92 - $271.17 $113K - $136K
1.37K $372M
FNDX
Schwab Fundamental U S Large C

ETFs
1.8K
+ 23.07%
$65.36 - $71.76 $117K - $129K
9.58K $687M
LLY
Eli Lilly & CO

Healthcare
175
+ 14.37%
$772.14 - $960.02 $135K - $168K
1.39K $1.23B
VEEV
Veeva Systems Inc

Healthcare
34
+ 0.74%
$180.43 - $223.9 $6.13K - $7.61K
4.6K $966M
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
2.55K
+ 51.55%
N/A
7.49K $378M
EFG
Msci Eafe Growth ETF

ETFs
580
+ 4.91%
$96.84 - $108.77 $56.2K - $63.1K
12.4K $1.33B
TJX
Tjx Companies Inc

Consumer Cyclical
734
+ 17.61%
$107.93 - $120.23 $79.2K - $88.2K
4.9K $576M
JPM
Jpmorgan Chase & CO

Financial Services
375
+ 8.92%
$194.9 - $224.8 $73.1K - $84.3K
4.58K $966M
IEF
Ishares Barclays

ETFs
989
+ 36.33%
$92.67 - $99.14 $91.7K - $98K
3.71K $364M
VOYA
Voya Financial, Inc.

Financial Services
69
+ 0.56%
$64.58 - $79.22 $4.46K - $5.47K
12.4K $980M
AEP
American Electric Power CO Inc

Utilities
591
+ 20.46%
$87.11 - $104.95 $51.5K - $62K
3.48K $357M
SCHG
Schwab Strategic Tr Us Large C

ETFs
860
+ 34.83%
$92.63 - $105.69 $79.7K - $90.9K
3.33K $347M
IWY
Ishares Tr Russell 200 Growth

ETFs
336
+ 8.04%
$194.66 - $225.97 $65.4K - $75.9K
4.51K $993M
EWL
Ishares Inc Msci Switzerlnd

ETFs
232
+ 1.07%
$48.06 - $52.85 $11.1K - $12.3K
22K $1.14B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
998
+ 12.15%
$48.51 - $52.86 $48.4K - $52.8K
9.21K $487M
OEF
Ishares S&P 100 ETF

ETFs
160
+ 4.74%
$266.03 - $266.03 $42.6K - $42.6K
3.54K $980M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
3.41K
+ 17.65%
$23.13 - $23.43 $78.9K - $79.9K
22.7K $532M
NFLX
Netflix Inc

Communication Services
5
+ 0.21%
$598.55 - $722.26 $2.99K - $3.61K
2.34K $1.66B
PFE
Pfizer Inc

Healthcare
2.48K
+ 25.44%
$27.7 - $31.39 $68.7K - $77.8K
12.2K $354M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
772
+ 7.37%
$53.41 - $57.9 $41.2K - $44.7K
11.2K $650M
MO
Altria Group, Inc.

Consumer Defensive
142
+ 1.16%
$45.95 - $54.71 $6.52K - $7.77K
12.3K $630M
VZ
Verizon Communications Inc

Communication Services
1.22K
+ 24.19%
$38.89 - $45.0 $47.3K - $54.8K
6.25K $281M
DRI
Darden Restaurants Inc

Consumer Cyclical
150
+ 4.06%
$138.06 - $172.74 $20.7K - $25.9K
3.84K $631M
BAC
Bank Of America Corp

Financial Services
1.76K
+ 22.57%
$36.65 - $44.13 $64.5K - $77.7K
9.56K $380M
ALL
Allstate Corp

Financial Services
106
+ 6.75%
$158.43 - $192.86 $16.8K - $20.4K
1.68K $318M
T
At&T Inc.

Communication Services
322
+ 1.64%
$18.21 - $22.28 $5.86K - $7.17K
20K $440M
FSCO
Fs Cr Opportunities Corp Com
9.84K
+ 74.94%
N/A
23K $146M
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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