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

  • $1.72 Trillion
  • Q3 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.27B
$155 Million 0.01% of portfolio
13,246
Q3 2025 New
$0
$209 Million 0.01% of portfolio
2,234
Q2 2025 Added 16.92%
$27.5B
$216 Million 0.01% of portfolio
1,572
Q3 2025 New
Listed Fds Tr
-
$227 Million 0.01% of portfolio
-
Q3 2025 New
$102B
$206 Million 0.01% of portfolio
1,584
Q3 2025 New
$27.5B
$203 Million 0.01% of portfolio
4,031
Q2 2025 Added 10.79%
$0
$173 Million 0.01% of portfolio
10,151
Q2 2025 Reduced 0.72%
$0
$202 Million 0.01% of portfolio
13,812
Q2 2025 Reduced 2.76%
$0
$235 Million 0.01% of portfolio
2,843
Q2 2025 Reduced 0.04%
-
$80.9 Million 0.0% of portfolio
-
Q3 2025 New
-
$21.9 Million 0.0% of portfolio
-
Q2 2025 New
$801M
$35.7 Million 0.0% of portfolio
20,660
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 412
  • Current Value $1.72 Trillion
  • Prior Value $1.07 Trillion
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 161 stocks
  • Additional Purchases 139 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 92 stocks
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