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

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

  • $905 Billion
  • Q2 2024

C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors has filed its 13F form on August 02, 2024 for Q2 2024 where it was disclosed a total value porftolio of $905 Billion distributed in 309 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $91.3B, Spdr Portfolio S&P 500 ETF (Ma with a value of $85.9B, Dimensional ETF Tr with a value of $50.8B, Vanguard Growth ETF with a value of $33.8B, and Vanguard Value ETF with a value of $28.5B.

Examining the 13F form we can see an increase of $59.6B in the current position value, from $845B to 905B.

C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors is based out at Westlake, OH

Below you can find more details about C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors portfolio as well as his latest detailed transactions.

Portfolio value $905 Billion
ETFs: $702 Billion
Technology: $42.4 Billion
Consumer Cyclical: $15.7 Billion
Energy: $12.3 Billion
Industrials: $10.4 Billion
Financial Services: $9.61 Billion
Healthcare: $8.72 Billion
Communication Services: $7.11 Billion
Other: $10.9 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$173B
$208 Million 0.02% of portfolio
5,031
Q2 2024 Reduced 41.4%
$82.8B
$214 Million 0.02% of portfolio
1,234
Q2 2024 Reduced 12.85%
$182B
$202 Million 0.02% of portfolio
870
Q2 2024 Reduced 58.09%
$20.3B
$222 Million 0.02% of portfolio
1,627
Q2 2024 Reduced 34.87%
$0
$160 Million 0.02% of portfolio
18,742
Q2 2024 Reduced 19.02%
$41.8B
$130 Million 0.01% of portfolio
10,346
Q2 2024 Reduced 40.11%
-
$83.7 Million 0.01% of portfolio
-
Q2 2024 Reduced 50.0%
$520M
$13.5 Million 0.0% of portfolio
19,522
Q2 2024 Reduced 3.65%
$55.6M
$14.9 Million 0.0% of portfolio
15,000
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 309
  • Current Value $905 Billion
  • Prior Value $845 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 02, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 41 stocks
  • Additional Purchases 110 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 152 stocks
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