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
- $1.27 Trillion
- Q1 2025
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 349
- Current Value $1.27 Trillion
- Prior Value $1.23 Trillion
- Filing
- Period Q1 2025
- Filing Date May 12, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 38 stocks
- Additional Purchases 164 stocks
- Sold out of 0 stocks
- Reduced holdings in 126 stocks