C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Reduced Holdings in Q2 2025

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

  • $1.07 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVUV
American Centy ETF Tr Avantis

ETFs
-616
- 2.49%
$75.17 - $91.21 $46.3K - $56.2K
24.1K $2.19B
HON
Honeywell International Inc

Industrials
-90
- 3.14%
$182.86 - $232.88 $16.5K - $21K
2.77K $646M
SCHW
Schwab Charles Corp

Financial Services
-8
- 0.3%
$69.06 - $91.24 $552 - $730
2.62K $239M
CDNS
Cadence Design Systems Inc

Technology
-56
- 5.26%
$231.64 - $323.08 $13K - $18.1K
1.01K $311M
VV
Vanguard Large Cap ETF

ETFs
-416
- 7.2%
$228.25 - $285.3 $95K - $119K
5.37K $1.53B
VBK
Vanguard Small Cap Growth ETF

ETFs
-248
- 4.53%
$219.76 - $276.94 $54.5K - $68.7K
5.23K $1.45B
BA
Boeing CO

Industrials
-404
- 10.55%
$136.59 - $217.51 $55.2K - $87.9K
3.43K $718M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-1.5K
- 6.89%
$108.06 - $135.3 $162K - $202K
20.2K $2.74B
MS
Morgan Stanley

Financial Services
-1.07K
- 11.78%
$99.83 - $140.86 $107K - $151K
8.01K $1.13B
EPS
Wisdomtree U.S. Largecap Fund

ETFs
-619
- 2.16%
$52.66 - $64.01 $32.6K - $39.6K
28K $1.79B
IWY
Ishares Tr Russell 200 Growth

ETFs
-1
- 0.02%
$187.5 - $246.51 $188 - $247
4.61K $1.14B
FTC
First Tr Lge Cap Growth

ETFs
-293
- 2.28%
$116.97 - $150.97 $34.3K - $44.2K
12.5K $1.89B
IWP
Ishares Russell Mid Cap Growth

ETFs
-79
- 0.79%
$104.34 - $138.68 $8.24K - $11K
9.87K $1.37B
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.43K
- 5.51%
$82.96 - $110.1 $119K - $158K
24.6K $2.7B
IBM
International Business Machines Corp

Technology
-495
- 4.91%
$221.03 - $294.78 $109K - $146K
9.59K $2.83B
MAR
Marriott International Inc

Consumer Cyclical
-22
- 0.22%
$211.12 - $274.14 $4.64K - $6.03K
10.1K $2.76B
DFUS
Dimensional ETF Tr U S Equity

ETFs
-7.04K
- 4.71%
$53.65 - $67.02 $378K - $472K
143K $9.55B
NFLX
Netflix Inc

Communication Services
-165
- 7.12%
$855.86 - $1339.13 $141K - $221K
2.15K $2.88B
IYW
Ishares Dj Us Tech ETF

ETFs
-12.9K
- 11.78%
$122.57 - $173.27 $1.58M - $2.23M
96.6K $16.7B
VUG
Vanguard Growth ETF

ETFs
-3.15K
- 3.13%
$329.49 - $438.4 $1.04M - $1.38M
97.6K $42.8B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-70.2K
- 1.75%
$29.12 - $35.84 $2.05M - $2.52M
3.95M $141B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-18K
- 1.16%
$58.41 - $72.69 $1.05M - $1.31M
1.53M $111B
Activity Summary
Buys All Purchases 175 New Holdings 40 Increased Positions 135 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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