C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Reduced Holdings in Q1 2025

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

  • $1.27 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ORCL
Oracle Corp

Technology
-298
- 6.36%
$139.81 - $186.47 $41.7K - $55.6K
4.39K $623M
IBHE
Ishares Ibonds 2025 Term High

ETFs
-6.71K
- 15.51%
$23.16 - $23.32 $155K - $157K
36.6K $847M
LLY
Eli Lilly & CO

Healthcare
-255
- 17.14%
$725.72 - $929.72 $185K - $237K
1.23K $993M
CAT
Caterpillar Inc

Industrials
-85
- 2.22%
$326.75 - $407.63 $27.8K - $34.6K
3.75K $1.24B
FNDX
Schwab Fundamental U S Large C

ETFs
-6.15K
- 18.66%
$23.03 - $25.01 $142K - $154K
26.8K $633M
HON
Honeywell International Inc

Industrials
-491
- 14.64%
$202.75 - $226.52 $99.6K - $111K
2.86K $611M
VOE
Vanguard Mid Cap Value Index F

ETFs
-722
- 2.78%
$156.61 - $168.02 $113K - $121K
25.2K $4.05B
EWL
Ishares Inc Msci Switzerlnd

ETFs
-5.23K
- 23.36%
$45.85 - $53.59 $240K - $280K
17.2K $889M
BA
Boeing CO

Industrials
-533
- 12.22%
$148.15 - $186.25 $79K - $99.3K
3.83K $644M
AXON
Axon Enterprise, Inc.

Industrials
-145
- 20.6%
$496.65 - $710.01 $72K - $103K
559 $303M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-212
- 6.26%
$408.78 - $448.82 $86.7K - $95.1K
3.18K $1.33B
SUB
Ishares Short Term National Mu

ETFs
-947
- 12.61%
$105.3 - $106.24 $99.7K - $101K
6.56K $693M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-284
- 5.04%
$102.49 - $119.96 $29.1K - $34.1K
5.35K $561M
MRK
Merck & Co., Inc.

Healthcare
-133
- 2.2%
$83.01 - $101.02 $11K - $13.4K
5.91K $515M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-1.71K
- 2.98%
$50.03 - $50.27 $85.7K - $86.1K
55.8K $2.8B
LOW
Lowes Companies Inc

Consumer Cyclical
-162
- 4.97%
$222.66 - $268.42 $36.1K - $43.5K
3.1K $725M
EFV
Msci Eafe Value ETF

ETFs
-4.1K
- 15.66%
$51.88 - $60.73 $213K - $249K
22.1K $1.3B
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-1.34K
- 18.33%
$58.32 - $65.09 $78.1K - $87.2K
5.96K $358M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-2.84K
- 14.03%
$23.29 - $23.38 $66.1K - $66.4K
17.4K $405M
VXF
Vanguard Extended Market ETF

ETFs
-188
- 10.14%
$170.36 - $201.04 $32K - $37.8K
1.67K $289M
Innovator Etfs Trust
-2.23K
- 8.5%
N/A
24K $652M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-162
- 2.33%
$62.43 - $84.12 $10.1K - $13.6K
6.78K $455M
NVO
Novo Nordisk A S

Healthcare
-14
- 0.45%
$69.3 - $90.95 $970 - $1.27K
3.11K $212M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-6.1K
- 12.88%
$18.36 - $20.51 $112K - $125K
41.3K $820M
AXP
American Express CO

Financial Services
-53
- 3.67%
$255.39 - $325.87 $13.5K - $17.3K
1.39K $376M
BAC
Bank Of America Corp

Financial Services
-438
- 3.3%
$39.61 - $47.74 $17.3K - $20.9K
12.9K $533M
DIS
Walt Disney CO

Communication Services
-43
- 1.28%
$96.87 - $114.0 $4.17K - $4.9K
3.32K $325M
PEP
Pepsico Inc

Consumer Defensive
-217
- 4.19%
$142.64 - $156.42 $31K - $33.9K
4.97K $744M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-2.09K
- 10.3%
$32.74 - $36.2 $68.5K - $75.7K
18.2K $639M
AVEM
American Centy ETF Tr Avantis

ETFs
-1.42K
- 4.86%
$57.11 - $62.4 $80.9K - $88.4K
27.8K $1.68B
PG
Procter & Gamble CO

Consumer Defensive
-307
- 4.47%
$158.56 - $176.26 $48.7K - $54.1K
6.57K $1.12B
OZ
Belpointe Prep, LLC

Real Estate
-6
- 0.12%
$60.5 - $78.04 $363 - $468
4.91K $348M
ROK
Rockwell Automation, Inc

Industrials
-8
- 0.78%
$255.29 - $303.75 $2.04K - $2.43K
1.01K $262M
CEG
Constellation Energy Corp

Utilities
-2
- 0.12%
$201.63 - $347.44 $403 - $695
1.73K $359M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-169
- 5.61%
$69.69 - $79.99 $11.8K - $13.5K
2.84K $204M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-178
- 1.21%
$44.11 - $47.04 $7.85K - $8.37K
14.5K $648M
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-200
- 1.3%
$39.33 - $41.52 $7.87K - $8.3K
15.2K $605M
QCOM
Qualcomm Inc

Technology
-114
- 3.64%
$151.94 - $175.86 $17.3K - $20K
3.02K $462M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
-120
- 2.07%
$55.12 - $62.6 $6.61K - $7.51K
5.68K $322M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-399
- 3.64%
$39.96 - $43.3 $15.9K - $17.3K
10.6K $435M
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
-264
- 4.96%
N/A
5.06K $251M
ITW
Illinois Tool Works Inc

Industrials
-30
- 2.8%
$244.9 - $274.48 $7.35K - $8.23K
1.04K $259M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-525
- 1.63%
$29.82 - $30.1 $15.7K - $15.8K
31.6K $949M
XLU
Utilities Sector Spdr

ETFs
-337
- 7.15%
$74.7 - $80.27 $25.2K - $27.1K
4.38K $346M
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
-151
- 2.24%
N/A
6.6K $331M
XTWO
Bondbloxx ETF Tr 2 Yr Target D
-174
- 3.24%
N/A
5.2K $257M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-388
- 3.26%
$22.11 - $22.43 $8.58K - $8.7K
11.5K $257M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-115
- 2.03%
$49.78 - $53.19 $5.72K - $6.12K
5.56K $284M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-393
- 3.27%
$21.77 - $22.25 $8.56K - $8.74K
11.6K $258M
Activity Summary
Buys All Purchases 202 New Holdings 38 Increased Positions 164 Sells All Sells 126 Reductions 126 Sold out 0 Options Calls 0 Puts 0
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