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
CL
Colgate Palmolive CO

Consumer Defensive
3.26K
New
$90.22 - $102.31 $294K - $333K
3.26K $296M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
6.07K
New
$47.66 - $51.97 $289K - $315K
6.07K $296M
KO
Coca Cola CO

Consumer Defensive
4.72K
New
$61.74 - $71.71 $291K - $338K
4.72K $294M
ROK
Rockwell Automation, Inc

Industrials
1.02K
New
$264.65 - $302.92 $270K - $309K
1.02K $292M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
5.67K
New
$51.09 - $55.27 $290K - $314K
5.67K $290M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
10.8K
New
$26.63 - $30.23 $289K - $328K
10.8K $289M
CSCO
Cisco Systems, Inc.

Technology
4.81K
New
$52.45 - $60.02 $252K - $289K
4.81K $285M
FRPH
Frp Holdings, Inc.

Real Estate
9.28K
New
$29.0 - $32.48 $269K - $301K
9.28K $284M
American Healthcare Reit Inc
9.77K
New
N/A
9.77K $278M
RPM
Rpm International Inc

Basic Materials
2.24K
New
$120.09 - $140.26 $269K - $314K
2.24K $275M
ITW
Illinois Tool Works Inc

Industrials
1.07K
New
$253.56 - $278.5 $272K - $299K
1.07K $272M
BSEP
Innovator U.S. Equity Buffer E

ETFs
6.29K
New
$41.8 - $43.67 $263K - $275K
6.29K $270M
IWF
Ishares Russell 1000 Gr ETF

ETFs
670
New
$370.24 - $418.94 $248K - $281K
670 $269M
NVO
Novo Nordisk A S

Healthcare
3.12K
New
$85.0 - $120.04 $265K - $375K
3.12K $269M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.51K
New
$58.88 - $64.8 $265K - $292K
4.51K $266M
MGV
Vanguard Mega Cap Value

ETFs
2.12K
New
$124.06 - $133.48 $263K - $283K
2.12K $264M
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
5.32K
New
N/A
5.32K $264M
WFC
Wells Fargo & Company

Financial Services
3.75K
New
$54.98 - $77.35 $206K - $290K
3.75K $263M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
12.3K
New
$21.25 - $22.07 $261K - $271K
12.3K $262M
SCHG
Schwab Strategic Tr Us Large C

ETFs
9.3K
New
$25.93 - $105.3 $241K - $979K
9.3K $259M
IWB
Ishares Tr Russell 1000 ETF

ETFs
801
New
$311.11 - $335.64 $249K - $269K
801 $258M
PPG
Ppg Industries Inc

Basic Materials
2.15K
New
$119.09 - $131.37 $256K - $282K
2.15K $257M
PMAR
Innovator U.S. Equity Power Bu

ETFs
6.37K
New
$39.04 - $40.41 $248K - $257K
6.37K $256M
XYLD
Global X Fds S&P 500 Covered C

ETFs
6.1K
New
$40.86 - $43.42 $249K - $265K
6.1K $255M
TTD
Trade Desk, Inc.

Technology
2.15K
New
$108.7 - $139.51 $234K - $301K
2.15K $253M
GIS
General Mills Inc

Consumer Defensive
3.87K
New
$62.78 - $74.62 $243K - $289K
3.87K $247M
SHW
Sherwin Williams CO

Basic Materials
722
New
$338.75 - $399.71 $245K - $289K
722 $245M
RYLD
Global X Fds Russell 2000 Cove

ETFs
14.9K
New
$15.97 - $16.79 $239K - $251K
14.9K $244M
BRC
Brady Corp

Industrials
3.28K
New
$69.64 - $76.81 $228K - $252K
3.28K $242M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
3.44K
New
$69.58 - $74.87 $239K - $257K
3.44K $241M
Innovator Etfs Trust
8.51K
New
N/A
8.51K $236M
Innovator Etfs Trust
8.63K
New
N/A
8.63K $233M
ING
Ing Groep Nv

Financial Services
14.6K
New
$15.1 - $17.73 $221K - $259K
14.6K $229M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
3.01K
New
$72.18 - $81.41 $217K - $245K
3.01K $227M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.15K
New
$71.75 - $75.11 $226K - $237K
3.15K $227M
DE
Deere & CO

Industrials
528
New
$389.45 - $466.0 $206K - $246K
528 $224M
ELV
Elevance Health, Inc.

Healthcare
606
New
$365.96 - $514.62 $222K - $312K
606 $224M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2.53K
New
$84.34 - $95.14 $214K - $241K
2.53K $221M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
17.8K
New
$12.12 - $13.1 $216K - $233K
17.8K $217M
ACWI
Ishares Msci Acwi ETF

ETFs
1.78K
New
$117.05 - $123.03 $208K - $218K
1.78K $209M
BDX
Becton Dickinson & CO

Healthcare
913
New
$220.02 - $243.75 $201K - $223K
913 $207M
Innovator Etfs Trust
7.84K
New
N/A
7.84K $206M
FDS
Factset Research Systems Inc

Financial Services
425
New
$449.69 - $495.72 $191K - $211K
425 $204M
SCHW
Schwab Charles Corp

Financial Services
2.76K
New
$63.31 - $82.85 $175K - $228K
2.76K $204M
CI
Cigna Corp

Healthcare
738
New
$265.59 - $358.58 $196K - $265K
738 $204M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.18K
New
N/A
2.18K $202M
UNP
Union Pacific Corp

Industrials
883
New
$223.15 - $249.32 $197K - $220K
883 $201M
FSCO
Fs Cr Opportunities Corp Com
13.1K
New
N/A
13.1K $89.6M
PML
Pimco Municipal Income Fund Ii

Financial Services
11K
New
$8.02 - $9.52 $88.4K - $105K
11K $89.2M
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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