C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.18 Trillion distributed in 336 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 $119B, Spdr Portfolio S&P 500 ETF (Ma with a value of $89.7B, Dimensional ETF Tr with a value of $54.6B, Vanguard Growth ETF with a value of $40.3B, and Vanguard Value ETF with a value of $35.5B.
Examining the 13F form we can see an increase of $271B in the current position value, from $905B to 1.18T.
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
$1.18 Trillion
ETFs: $899 Billion
Technology: $46.4 Billion
Consumer Cyclical: $17.6 Billion
Financial Services: $15.6 Billion
Healthcare: $15.2 Billion
Industrials: $12.2 Billion
Energy: $11.4 Billion
Consumer Defensive: $10 Billion
Other: $13 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
