C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors Q1 2025 Filing

Filed May 12, 2025

Portfolio Value

$1.3B

Holdings

349

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (349 positions)

StockValue
DFACDIMENSIONAL ETF TRUST
$133K
SPYMSPDR SER TR
$102K
DFAXDIMENSIONAL ETF TRUST
$52K
DCORDIMENSIONAL ETF TRUST
$51K
VUGVANGUARD INDEX FDS
$38K
VEAVANGUARD TAX-MANAGED FDS
$36K
QUALISHARES TR
$33K
VTVVANGUARD INDEX FDS
$33K
DFICDIMENSIONAL ETF TRUST
$30K
DYNFBLACKROCK ETF TRUST
$29K
SPYGSPDR SER TR
$27K
DDTOINNOVATOR ETFS TRUST
$25K
BILSPDR SER TR
$20K
IVEISHARES TR
$18K
IYWISHARES TR
$16K
AAPLAPPLE INC
$15K
DFSDDIMENSIONAL ETF TRUST
$14K
IEMGISHARES INC
$14K
VWOVANGUARD INTL EQUITY INDEX F
$13K
DFEMDIMENSIONAL ETF TRUST
$12K
SPDWSPDR INDEX SHS FDS
$11K
BNDXVANGUARD CHARLOTTE FDS
$11K
EMXCISHARES INC
$11K
MSFTMICROSOFT CORP
$10K
MTUMISHARES TR
$10K
BSVVANGUARD BD INDEX FDS
$10K
SPABSPDR SER TR
$10K
DFUSDIMENSIONAL ETF TRUST
$9K
DFCFDIMENSIONAL ETF TRUST
$9K
BINCBLACKROCK ETF TRUST II
$8K
VBVANGUARD INDEX FDS
$8K
UJULINNOVATOR ETFS TRUST
$8K
DFGXDIMENSIONAL ETF TRUST
$8K
MBBISHARES TR
$8K
TLHISHARES TR
$8K
NDQINVESCO QQQ TR
$8K
XLGINVESCO EXCHANGE TRADED FD T
$8K
DGCBDIMENSIONAL ETF TRUST
$7K
UJANINNOVATOR ETFS TRUST
$7K
UOCTINNOVATOR ETFS TRUST
$7K
UAPRINNOVATOR ETFS TRUST
$7K
VTIVANGUARD INDEX FDS
$6K
IAU*ISHARES GOLD TR
$6K
NVDANVIDIA CORPORATION
$6K
IVVISHARES TR
$6K
QQQMINVESCO EXCH TRADED FD TR II
$5K
BRK/BBERKSHIRE HATHAWAY INC DEL
$5K
VMBSVANGUARD SCOTTSDALE FDS
$5K
BIVVANGUARD BD INDEX FDS
$5K
HDHOME DEPOT INC
$5K
BLVVANGUARD BD INDEX FDS
$5K
AMZNAMAZON COM INC
$5K
UJUNINNOVATOR ETFS TRUST
$5K
ABBVABBVIE INC
$4K
UMARINNOVATOR ETFS TRUST
$4K
UMAYINNOVATOR ETFS TRUST
$4K
UFEBINNOVATOR ETFS TRUST
$4K
UNOVINNOVATOR ETFS TRUST
$4K
UAUGINNOVATOR ETFS TRUST
$4K
USEPINNOVATOR ETFS TRUST
$4K
UDECINNOVATOR ETFS TRUST
$4K
VOEVANGUARD INDEX FDS
$4K
DFNMDIMENSIONAL ETF TRUST
$4K
HEFAISHARES TR
$4K
XUSPINNOVATOR ETFS TRUST
$3K
IUSVISHARES TR
$3K
HIMUBLACKROCK ETF TRUST II
$3K
SLVISHARES SILVER TR
$3K
EWGISHARES INC
$3K
DFGRDIMENSIONAL ETF TRUST
$3K
RYROYAL BK CDA
$3K
GSYINVESCO ACTIVELY MANAGED EXC
$3K
QLTAISHARES TR
$3K
ABTABBOTT LABS
$3K
XOMEXXON MOBIL CORP
$3K
AVGOBROADCOM INC
$3K
COSTCOSTCO WHSL CORP NEW
$3K
ESGUISHARES TR
$3K
KBWPINVESCO EXCH TRADED FD TR II
$3K
IJHISHARES TR
$3K
VTEIVANGUARD MUN BD FDS
$3K
IBMINTERNATIONAL BUSINESS MACHS
$3K
VTEBVANGUARD MUN BD FDS
$3K
VGKVANGUARD INTL EQUITY INDEX F
$2K
MEARISHARES U S ETF TR
$2K
GQ9SPDR GOLD TR
$2K
TIPISHARES TR
$2K
UUPINVESCO DB US DLR INDEX TR
$2K
IVWISHARES TR
$2K
MARMARRIOTT INTL INC NEW
$2K
TBILRBB FD INC
$2K
WMTWALMART INC
$2K
VOOVANGUARD INDEX FDS
$2K
DGROISHARES TR
$2K
METAMETA PLATFORMS INC
$2K
XLYSELECT SECTOR SPDR TR
$2K
AVUVAMERICAN CENTY ETF TR
$2K
NFLXNETFLIX INC
$2K
UNHUNITEDHEALTH GROUP INC
$2K
GLDMWORLD GOLD TR
$2K
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