13F Filings for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors (CIK: 1965756)
View the most recent portfolio holdings disclosed by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors in their 13F filing.
Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
---|---|---|---|---|---|
DFAC - DIMENSIONAL ETF TRUST(Class: US CORE EQUITY 2) | 3.95M | $141.44M | 13.23% | Decreased | 70.24K (1.0%, $8.49M) |
SPLG - SPDR SER TR(Class: PORTFOLIO SP500) | 1.53M | $111.20M | 10.40% | Decreased | 17.99K (1.0%, $9.06M) |
DCOR - DIMENSIONAL ETF TRUST(Class: US CORE EQUITY 1) | 853.73K | $57.07M | 5.34% | Increased | 31.58K (3.0%, $6.46M) |
VUG - VANGUARD INDEX FDS(Class: GROWTH ETF) | 97.64K | $42.80M | 4.00% | Decreased | 3.15K (3.0%, $5.09M) |
N/A - ISHARES TR(Class: MSCI USA QLT FCT) | 228.89K | $41.85M | 3.91% | Increased | 36.83K (19.0%, $8.95M) |
DYNF - BLACKROCK ETF TRUST(Class: ISHARES US EQUIT) | 639.01K | $34.80M | 3.25% | Increased | 36.47K (6.0%, $5.32M) |
VTV - VANGUARD INDEX FDS(Class: VALUE ETF) | 195.42K | $34.54M | 3.23% | Increased | 6.38K (3.0%, $1.96M) |
N/A - INNOVATOR ETFS TRUST(Class: DEFINED WLT SHLD) | 821.79K | $26.36M | 2.47% | Increased | 28.22K (3.0%, $1.45M) |
SPYG - SPDR SER TR(Class: PRTFLO SP500 GW) | 226.13K | $21.55M | 2.02% | Decreased | 104.47K (31.0%, $5.21M) |
IVE - ISHARES TR(Class: SP 500 VAL ETF) | 102.14K | $19.96M | 1.87% | Increased | 9.10K (9.0%, $2.25M) |
QQQM - INVESCO EXCH TRADED FD TR II(Class: NASDAQ 100 ETF) | 78.85K | $17.91M | 1.67% | Increased | 51.13K (184.0%, $12.51M) |
AAPL - APPLE INC(Class: COM) | 83.46K | $17.12M | 1.60% | Increased | 15.11K (22.0%, $1.87M) |
IYW - ISHARES TR(Class: U.S. TECH ETF) | 96.57K | $16.73M | 1.56% | Decreased | 12.90K (11.0%, $1.20M) |
VOO - VANGUARD INDEX FDS(Class: SP 500 ETF SHS) | 28.97K | $16.46M | 1.54% | Increased | 24.59K (561.0%, $14.20M) |
MSFT - MICROSOFT CORP(Class: COM) | 32.27K | $16.05M | 1.50% | Increased | 5.63K (21.0%, $5.87M) |
QQQ - INVESCO QQQ TR(Class: UNIT SER 1) | 28.31K | $15.62M | 1.46% | Increased | 11.62K (69.0%, $7.73M) |
THRO - BLACKROCK ETF TRUST(Class: ISHARES US THEMA) | 424.42K | $15.10M | 1.41% | New | 424.42K ($15.10M) |
XLG - INVESCO EXCHANGE TRADED FD T(Class: SP 500 TOP 50) | 253.08K | $13.19M | 1.23% | Increased | 84.93K (50.0%, $5.41M) |
N/A - ISHARES TR(Class: MSCI USA MMENTM) | 53.88K | $12.95M | 1.21% | Increased | 4.38K (8.0%, $2.87M) |
VTI - VANGUARD INDEX FDS(Class: TOTAL STK MKT) | 35.79K | $10.88M | 1.02% | Increased | 13.99K (64.0%, $4.87M) |
BRK.B - BERKSHIRE HATHAWAY INC DEL(Class: CL B NEW) | 21.09K | $10.25M | 0.96% | Increased | 11.66K (123.0%, $5.22M) |
NVDA - NVIDIA CORPORATION(Class: COM) | 62.39K | $9.86M | 0.92% | Increased | 8.46K (15.0%, $3.92M) |
DFUS - DIMENSIONAL ETF TRUST(Class: US EQUITY MARKET) | 142.50K | $9.55M | 0.89% | Decreased | 7.04K (4.0%, $468.54K) |
N/A - INNOVATOR ETFS TRUST(Class: US EQT ULTRA BF) | 258.42K | $9.51M | 0.89% | Increased | 14.57K (5.0%, $1.32M) |
VB - VANGUARD INDEX FDS(Class: SMALL CP ETF) | 39K | $9.24M | 0.86% | Increased | 1.68K (4.0%, $938.31K) |