C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors has filed its 13F form on May 03, 2024 for Q1 2024 where it was disclosed a total value porftolio of $845 Billion distributed in 323 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 $82B, Spdr Portfolio S&P 500 ETF (Ma with a value of $81.4B, Dimensional ETF Tr with a value of $49.5B, Vanguard Growth ETF with a value of $30.2B, and Apple Inc. with a value of $26B.
Examining the 13F form we can see an decrease of $76.7B in the current position value, from $922B to 845B.
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
$845 Billion
ETFs: $601 Billion
Technology: $47.9 Billion
Consumer Cyclical: $29.3 Billion
Healthcare: $18.2 Billion
Financial Services: $17.9 Billion
Energy: $16.5 Billion
Industrials: $15.4 Billion
Consumer Defensive: $12.2 Billion
Other: $17.4 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions