C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.18 Trillion distributed in 328 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Natl Mun Bd with a value of $136B, Suburban Propane Partners LP with a value of $97.6B, Discover Financial Services with a value of $50.5B, Dimensional ETF Tr Dimensional with a value of $48B, and Virtu Financial, Inc. with a value of $42.5B.

Examining the 13F form we can see an increase of $8.78B in the current position value, from $1.18T 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: $521 Billion
Financial Services: $184 Billion
Utilities: $103 Billion
Technology: $74.7 Billion
Consumer Cyclical: $57.6 Billion
Industrials: $50.4 Billion
Healthcare: $39.5 Billion
Communication Services: $39.2 Billion
Other: $55.4 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 328
  • Current Value $1.18 Trillion
  • Prior Value $1.18 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 241 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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