C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.72 Trillion distributed in 412 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 $155B, Spdr Portfolio S&P 500 ETF (Ma with a value of $126B, Dimensional ETF Trust with a value of $65.1B, Dimensional ETF Tr with a value of $57.7B, and Vanguard Growth ETF with a value of $52.2B.
Examining the 13F form we can see an increase of $656B in the current position value, from $1.07T to 1.72T.
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
$1.72 Trillion
Technology: $72.8 Billion
Financial Services: $27.4 Billion
Consumer Cyclical: $22.8 Billion
Healthcare: $22.3 Billion
Communication Services: $14.8 Billion
Industrials: $14 Billion
Consumer Defensive: $10.8 Billion
ETFs: $8.68 Billion
Other: $14.1 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
