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

  • $1.23 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JEPI
J P Morgan Exchange Traded Fd

ETFs
9.84K
New
$57.53 - $60.83 $566K - $599K
9.84K $566M
XAR
Spdr S&P Aerospace & Defense E

ETFs
3.34K
New
$153.8 - $176.52 $514K - $589K
3.34K $554M
KBE
Spdr S&P Bank ETF

ETFs
9.74K
New
$51.33 - $62.76 $500K - $611K
9.74K $540M
IYZ
Ishares Tr Us Telecommunicatio

ETFs
19.6K
New
$25.22 - $28.15 $495K - $553K
19.6K $527M
XTL
Spdr Ser Tr S & P Telecom ETF

ETFs
4.91K
New
$99.11 - $111.9 $487K - $550K
4.91K $526M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
6.94K
New
$47.29 - $84.74 $328K - $588K
6.94K $514M
NDSN
Nordson Corp

Industrials
2.43K
New
$208.83 - $264.36 $506K - $641K
2.43K $507M
Blackrock ETF Trust
16.6K
New
N/A
16.6K $501M
HYMU
Blackrock ETF Tr Ii High Yield
21.8K
New
$22.59 - $23.2 $491K - $505K
21.8K $493M
PSX
Phillips 66

Energy
4.23K
New
$110.35 - $138.93 $467K - $588K
4.23K $482M
CPRT
Copart Inc

Consumer Cyclical
8.27K
New
$51.36 - $63.8 $425K - $527K
8.27K $475M
VEU
Vanguard Ftse All World Ex Us

ETFs
8.03K
New
$57.29 - $63.1 $460K - $507K
8.03K $461M
FE
Firstenergy Corp

Utilities
11.1K
New
$39.14 - $44.52 $435K - $495K
11.1K $443M
XLP
Consumer Staples Sector Spdr

ETFs
5.45K
New
N/A
5.45K $428M
AXP
American Express CO

Financial Services
1.44K
New
$267.35 - $305.57 $386K - $441K
1.44K $428M
AXON
Axon Enterprise, Inc.

Industrials
704
New
$399.22 - $689.78 $281K - $486K
704 $418M
Vanguard Mun Bd Fds
4.18K
New
N/A
4.18K $415M
VNQ
Vanguard Specialized Funds Van

ETFs
4.66K
New
$87.85 - $98.6 $409K - $459K
4.66K $415M
GLD
Spdr Gold Trust

ETFs
1.7K
New
$236.59 - $257.5 $401K - $437K
1.7K $411M
UPS
United Parcel Service Inc

Industrials
3.21K
New
$122.65 - $138.35 $394K - $444K
3.21K $405M
MELI
Mercadolibre Inc

Consumer Cyclical
235
New
$1666.0 - $2117.3 $392K - $498K
235 $400M
XLI
Industrial Sector Spdr

ETFs
3K
New
$131.76 - $143.99 $396K - $432K
3K $396M
MDLZ
Mondelez International, Inc.

Consumer Defensive
6.55K
New
$59.25 - $72.99 $388K - $478K
6.55K $391M
BCPC
Balchem Corp

Basic Materials
2.4K
New
$163.0 - $183.41 $391K - $440K
2.4K $391M
CEG
Constellation Energy Corp

Utilities
1.74K
New
$224.28 - $285.52 $389K - $495K
1.74K $388M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
16.8K
New
$23.01 - $26.06 $386K - $437K
16.8K $388M
OZ
Belpointe Prep, LLC

Real Estate
4.91K
New
$63.55 - $80.07 $312K - $393K
4.91K $380M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
5.29K
New
$69.3 - $74.3 $367K - $393K
5.29K $378M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
9.45K
New
$38.37 - $42.82 $362K - $404K
9.45K $362M
Fidelity Wise Origin Bitcoin
4.43K
New
N/A
4.43K $361M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
13.1K
New
$26.93 - $84.95 $352K - $1.11M
13.1K $358M
XLU
Utilities Sector Spdr

ETFs
4.71K
New
$74.89 - $82.93 $353K - $391K
4.71K $357M
PSEP
Innovator U.S. Equity Power Bu
9.04K
New
N/A
9.04K $353M
DFAT
Dimensional ETF Tr U S Target

ETFs
6.34K
New
$54.54 - $61.04 $346K - $387K
6.34K $353M
VXF
Vanguard Extended Market ETF

ETFs
1.85K
New
$179.17 - $207.15 $332K - $384K
1.85K $352M
BSX
Boston Scientific Corp

Healthcare
3.94K
New
$83.62 - $91.5 $330K - $361K
3.94K $352M
BX
Blackstone Inc.

Financial Services
2.02K
New
$148.45 - $199.05 $300K - $402K
2.02K $348M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
6.02K
New
$53.94 - $58.15 $325K - $350K
6.02K $339M
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
6.75K
New
N/A
6.75K $339M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
5.8K
New
$56.7 - $62.15 $329K - $360K
5.8K $338M
AMGN
Amgen Inc

Healthcare
1.27K
New
$258.78 - $328.31 $329K - $418K
1.27K $332M
TFC
Truist Financial Corp

Financial Services
7.49K
New
$41.51 - $48.1 $311K - $360K
7.49K $325M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
555
New
$563.99 - $620.12 $313K - $344K
555 $316M
AIQ
Global X Funds Global X Artifi

ETFs
8.09K
New
$36.57 - $40.57 $296K - $328K
8.09K $313M
PFE
Pfizer Inc

Healthcare
11.8K
New
$24.8 - $30.19 $292K - $355K
11.8K $312M
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.37K
New
$124.26 - $134.12 $294K - $318K
2.37K $304M
PAVE
Global X Fds Us Infrastructure

ETFs
7.46K
New
$40.41 - $45.95 $301K - $343K
7.46K $301M
CDNS
Cadence Design Systems Inc

Technology
999
New
$249.1 - $324.54 $249K - $324K
999 $300M
AEP
American Electric Power CO Inc

Utilities
3.25K
New
$90.91 - $102.21 $295K - $332K
3.25K $300M
Activity Summary
Buys All Purchases 290 New Holdings 251 Increased Positions 39 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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