C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.27 Trillion distributed in 349 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 $133B, Spdr Portfolio S&P 500 ETF (Ma with a value of $102B, Dimensional ETF Tr with a value of $51.5B, Dimensional ETF Trust with a value of $50.6B, and Vanguard Growth ETF with a value of $37.7B.
Examining the 13F form we can see an increase of $34.3B in the current position value, from $1.23T to 1.27T.
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
$1.27 Trillion
ETFs: $952 Billion
Technology: $41.5 Billion
Consumer Cyclical: $17.5 Billion
Financial Services: $16.8 Billion
Healthcare: $16.6 Billion
Consumer Defensive: $10.5 Billion
Industrials: $9.97 Billion
Communication Services: $8.65 Billion
Other: $11.7 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
