C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors New Holdings in Q4 2024

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

  • $1.18 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPH
Suburban Propane Partners LP

Utilities
1.42M
New
$17.0 - $19.85 $24.1M - $28.1M
1.42M $97.6B
DFS
Discover Financial Services

Financial Services
2.03M
New
$136.3 - $182.67 $277M - $371M
2.03M $50.5B
DFAR
Dimensional ETF Tr Dimensional

ETFs
748K
New
$22.72 - $25.76 $17M - $19.3M
748K $48B
VIRT
Virtu Financial, Inc.

Financial Services
104K
New
$30.43 - $37.95 $3.15M - $3.93M
104K $42.5B
SYF
Synchrony Financial

Financial Services
372K
New
$49.01 - $68.55 $18.2M - $25.5M
372K $32.7B
VRSN
Verisign Inc

Technology
682K
New
$176.68 - $206.96 $120M - $141M
682K $32.6B
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
186K
New
$77.15 - $104.91 $14.4M - $19.5M
186K $31.5B
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
171K
New
$46.33 - $48.6 $7.91M - $8.3M
171K $30.4B
KAI
Kadant Inc

Industrials
561K
New
$316.45 - $422.93 $178M - $237M
561K $28.8B
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
1M
New
$26.16 - $29.13 $26.3M - $29.3M
1M $26B
AM
Antero Midstream Corp

Energy
66.8K
New
$14.22 - $15.97 $950K - $1.07M
66.8K $16.7B
JUPW
Jupiter Wellness, Inc.

Healthcare
103K
New
N/A
103K $16.4B
IBHG
Ishares Tr Ibonds 2027 Term Hi
83.2K
New
$22.11 - $22.54 $1.84M - $1.88M
83.2K $15.9B
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
25.2K
New
$20.6 - $20.71 $519K - $522K
25.2K $12.9B
DFSV
Dimensional ETF Tr Dimensional

ETFs
274K
New
$30.18 - $33.87 $8.28M - $9.29M
274K $12.9B
VCTR
Victory Capital Holdings, Inc.

Financial Services
271K
New
$54.76 - $72.24 $14.9M - $19.6M
271K $11.9B
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
209K
New
$42.8 - $44.98 $8.95M - $9.41M
209K $10.3B
DOCN
Digital Ocean Holdings, Inc.

Technology
158K
New
$34.07 - $44.0 $5.38M - $6.95M
158K $10.1B
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
41.6K
New
$34.21 - $38.73 $1.42M - $1.61M
41.6K $10B
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
126K
New
$50.53 - $55.55 $6.36M - $6.99M
126K $9.73B
STRL
Sterling Construction CO Inc

Industrials
283K
New
$142.94 - $199.03 $40.5M - $56.4M
283K $9.67B
STT
State Street Corp

Financial Services
377K
New
$85.96 - $100.78 $32.4M - $38M
377K $9.43B
DWAC
Digital World Acquisition Corp.

Financial Services
195K
New
N/A
195K $8.04B
BC
Brunswick Corp

Consumer Cyclical
34.2K
New
$64.5 - $85.95 $2.2M - $2.94M
34.2K $7.92B
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
37.5K
New
$24.82 - $25.48 $932K - $957K
37.5K $7.77B
Dimensional ETF Trust
133K
New
N/A
133K $6.99B
IWN
Ishares Russell2000 Val ETF

ETFs
133K
New
$162.69 - $181.35 $21.6M - $24M
133K $6.92B
WOLF
Wolfspeed, Inc.

Technology
22.8K
New
$6.44 - $16.2 $147K - $369K
22.8K $6.6B
XLG
Invesco Exchange Traded Fd Tr

ETFs
174K
New
$46.94 - $51.62 $8.19M - $9M
174K $6.15B
PANW
Palo Alto Networks Inc

Technology
38.4K
New
$181.96 - $405.9 $7M - $15.6M
38.4K $5.16B
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
103K
New
$9.99 - $10.92 $1.03M - $1.12M
103K $5.15B
WEN
Wendy'S CO

Consumer Cyclical
106K
New
$16.26 - $20.42 $1.73M - $2.17M
106K $4.82B
RPV
Invesco Exchange Traded Fd Tr

ETFs
118K
New
$87.41 - $97.21 $10.3M - $11.5M
118K $4.73B
BNTX
Bio N Tech Se

Healthcare
9.81K
New
$99.72 - $122.68 $978K - $1.2M
9.81K $4.45B
WELL
Welltower Inc.

Real Estate
25.9K
New
$123.11 - $139.3 $3.19M - $3.61M
25.9K $4.2B
IFF
International Flavors & Fragrances Inc

Basic Materials
110K
New
$83.96 - $106.19 $9.21M - $11.6M
110K $3.89B
INTU
Intuit Inc

Technology
109K
New
$602.01 - $706.25 $65.5M - $76.9M
109K $3.89B
ISRG
Intuitive Surgical Inc

Healthcare
115K
New
$471.27 - $550.62 $54.4M - $63.6M
115K $3.88B
PHO
Invesco Exchange Traded Fd Tr

ETFs
112K
New
$65.79 - $72.14 $7.37M - $8.08M
112K $3.88B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
110K
New
$65.67 - $69.79 $7.22M - $7.67M
110K $3.87B
IP
International Paper CO

Consumer Cyclical
110K
New
$46.64 - $59.57 $5.12M - $6.54M
110K $3.85B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
39.1K
New
$121.89 - $135.52 $4.76M - $5.29M
39.1K $3.62B
IYG
Ishares Tr

ETFs
97.8K
New
$70.24 - $82.34 $6.87M - $8.05M
97.8K $3.4B
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
11.8K
New
$42.79 - $44.9 $504K - $529K
11.8K $3.3B
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
14.9K
New
$38.02 - $42.79 $567K - $638K
14.9K $3.14B
SPMD
Spdr Portfolio

ETFs
25.4K
New
$54.13 - $59.56 $1.37M - $1.51M
25.4K $3.06B
DSI
Ishares Msci Kld 400 Social Et

ETFs
23.1K
New
$107.41 - $115.71 $2.48M - $2.67M
23.1K $2.97B
WAT
Waters Corp

Healthcare
8.47K
New
$323.11 - $392.01 $2.74M - $3.32M
8.47K $2.91B
FM
Ishares Msci Frontier And Sele

ETFs
30.5K
New
$27.11 - $27.7 $827K - $845K
30.5K $2.9B
Activity Summary
Buys All Purchases 289 New Holdings 241 Increased Positions 48 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

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

Follow C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors, based on Form 13F filings with the SEC.

News

Stay updated on C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email