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
- $1.18 Trillion
- Q3 2024
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 336
- Current Value $1.18 Trillion
- Prior Value $905 Billion
- Filing
- Period Q3 2024
- Filing Date October 08, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 50 stocks
- Additional Purchases 188 stocks
- Sold out of 0 stocks
- Reduced holdings in 81 stocks