C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors Q2 2025 Filing
Filed August 5, 2025
Portfolio Value
$1.1T
Holdings
269
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (269 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | CRDOCREDO TECHNOLOGY GROUP HOLDI | 13,930 | $1.3B | 0.12% | |
| 102 | VBRVANGUARD INDEX FDS | 6,394 | $1.2B | 0.12% | |
| 103 | LLYELI LILLY & CO | 1,528 | $1.2B | 0.11% | |
| 104 | UNHUNITEDHEALTH GROUP INC | 3,767 | $1.2B | 0.11% | |
| 105 | TAT&T INC | 40,550 | $1.2B | 0.11% | |
| 106 | IWYISHARES TR | 4,613 | $1.1B | 0.11% | |
| 107 | DWDMORGAN STANLEY | 8,012 | $1.1B | 0.11% | |
| 108 | NSCNORFOLK SOUTHN CORP | 4,338 | $1.1B | 0.10% | |
| 109 | IYZISHARES TR | 36,421 | $1.1B | 0.10% | |
| 110 | ADPAUTOMATIC DATA PROCESSING IN | 3,514 | $1.1B | 0.10% | |
| 111 | MIGAMICROSTRATEGY INC | 2,618 | $1.1B | 0.10% | |
| 112 | ETNEATON CORP PLC | 2,942 | $1.1B | 0.10% | |
| 113 | CVXCHEVRON CORP NEW | 7,332 | $1.0B | 0.10% | |
| 114 | VHTVANGUARD WORLD FD | 4,159 | $1.0B | 0.10% | |
| 115 | PGPROCTER AND GAMBLE CO | 6,423 | $1.0B | 0.10% | |
| 116 | AFLAFLAC INC | 9,019 | $951.1M | 0.09% | |
| 117 | BUFRFIRST TR EXCHNG TRADED FD VI | 29,328 | $932.6M | 0.09% | |
| 118 | IYKISHARES TR | 12,761 | $899.4M | 0.08% | |
| 119 | DRIDARDEN RESTAURANTS INC | 4,067 | $886.5M | 0.08% | |
| 120 | LOWLOWES COS INC | 3,944 | $875.0M | 0.08% | |
| 121 | VOYAVOYA FINANCIAL INC | 12,238 | $868.9M | 0.08% | |
| 122 | IWVISHARES TR | 2,466 | $865.5M | 0.08% | |
| 123 | AMDADVANCED MICRO DEVICES INC | 6,075 | $862.0M | 0.08% | |
| 124 | DFSVDIMENSIONAL ETF TRUST | 28,831 | $848.5M | 0.08% | |
| 125 | SFLRINNOVATOR ETFS TRUST | 25,155 | $844.4M | 0.08% | |
| 126 | COWZPACER FDS TR | 15,136 | $834.0M | 0.08% | |
| 127 | VVISA INC | 2,316 | $822.4M | 0.08% | |
| 128 | IJHISHARES TR | 13,041 | $808.8M | 0.08% | |
| 129 | NEENEXTERA ENERGY INC | 11,485 | $797.3M | 0.07% | |
| 130 | SMHVANECK ETF TRUST | 2,760 | $769.8M | 0.07% | |
| 131 | RDVYFIRST TR EXCHANGE TRADED FD | 11,958 | $750.3M | 0.07% | |
| 132 | NVRNVR INC | 100 | $738.6M | 0.07% | |
| 133 | BRK-BBERKSHIRE HATHAWAY INC DEL | 1 | $728.8M | 0.07% | |
| 134 | BABOEING CO | 3,426 | $717.9M | 0.07% | |
| 135 | MGCVANGUARD WORLD FD | 3,133 | $704.7M | 0.07% | |
| 136 | FSEPFIRST TR EXCHNG TRADED FD VI | 14,509 | $696.6M | 0.07% | |
| 137 | PWBINVESCO EXCHANGE TRADED FD T | 5,921 | $695.4M | 0.07% | |
| 138 | DUKDUKE ENERGY CORP NEW | 5,786 | $682.8M | 0.06% | |
| 139 | CEGCONSTELLATION ENERGY CORP | 2,105 | $679.3M | 0.06% | |
| 140 | IGMISHARES TR | 6,044 | $679.0M | 0.06% | |
| 141 | JAJLINNOVATOR ETFS TRUST | 23,980 | $675.5M | 0.06% | |
| 142 | MCDMCDONALDS CORP | 2,311 | $675.1M | 0.06% | |
| 143 | EWTISHARES INC | 11,721 | $672.8M | 0.06% | |
| 144 | FNDXSCHWAB STRATEGIC TR | 27,365 | $671.5M | 0.06% | |
| 145 | BUFDFIRST TR EXCHNG TRADED FD VI | 25,131 | $667.5M | 0.06% | |
| 146 | SHOPSHOPIFY INC | 5,775 | $666.1M | 0.06% | |
| 147 | SCHGSCHWAB STRATEGIC TR | 22,660 | $661.9M | 0.06% | |
| 148 | TJXTJX COS INC NEW | 5,328 | $657.9M | 0.06% | |
| 149 | BACBANK AMERICA CORP | 13,786 | $652.3M | 0.06% | |
| 150 | HONHONEYWELL INTL INC | 2,772 | $645.6M | 0.06% | |
| 151 | DSEPFIRST TR EXCHNG TRADED FD VI | 15,217 | $645.2M | 0.06% | |
| 152 | CITHE CIGNA GROUP | 1,922 | $635.3M | 0.06% | |
| 153 | EWLISHARES INC | 11,550 | $633.1M | 0.06% | |
| 154 | ORCLORACLE CORP | 2,884 | $630.5M | 0.06% | |
| 155 | PEPPEPSICO INC | 4,716 | $622.7M | 0.06% | |
| 156 | CRWDCROWDSTRIKE HLDGS INC | 1,221 | $621.9M | 0.06% | |
| 157 | MLB1MERCADOLIBRE INC | 236 | $616.8M | 0.06% | |
| 158 | IYGISHARES TR | 6,902 | $590.8M | 0.06% | |
| 159 | EMREMERSON ELEC CO | 4,338 | $578.4M | 0.05% | |
| 160 | SCHBSCHWAB STRATEGIC TR | 24,263 | $578.2M | 0.05% | |
| 161 | DEDEERE & CO | 1,124 | $571.4M | 0.05% | |
| 162 | ITOTISHARES TR | 4,207 | $568.1M | 0.05% | |
| 163 | RSPUINVESCO EXCHANGE TRADED FD T | 7,828 | $556.7M | 0.05% | |
| 164 | MGKVANGUARD WORLD FD | 1,519 | $556.2M | 0.05% | |
| 165 | IWBISHARES TR | 1,620 | $550.0M | 0.05% | |
| 166 | FXUFIRST TR EXCHANGE TRADED FD | 12,964 | $549.4M | 0.05% | |
| 167 | GAMGENERAL AMERN INVS CO INC | 9,576 | $536.6M | 0.05% | |
| 168 | UNPUNION PAC CORP | 2,325 | $534.9M | 0.05% | |
| 169 | AXONAXON ENTERPRISE INC | 627 | $519.1M | 0.05% | |
| 170 | MOALTRIA GROUP INC | 8,840 | $518.3M | 0.05% | |
| 171 | XLUSELECT SECTOR SPDR TR | 6,259 | $511.1M | 0.05% | |
| 172 | NDSNNORDSON CORP | 2,381 | $510.4M | 0.05% | |
| 173 | VIGVANGUARD SPECIALIZED FUNDS | 2,466 | $504.6M | 0.05% | |
| 174 | PSXPHILLIPS 66 | 4,218 | $503.2M | 0.05% | |
| 175 | QCOMQUALCOMM INC | 3,159 | $503.1M | 0.05% | |
| 176 | BSXBOSTON SCIENTIFIC CORP | 4,668 | $501.4M | 0.05% | |
| 177 | RTXRTX CORPORATION | 3,423 | $499.9M | 0.05% | |
| 178 | IJRISHARES TR | 4,559 | $498.2M | 0.05% | |
| 179 | AXPAMERICAN EXPRESS CO | 1,529 | $487.8M | 0.05% | |
| 180 | IYFISHARES TR | 3,998 | $483.7M | 0.05% | |
| 181 | MRKMERCK & CO INC | 6,107 | $483.5M | 0.05% | |
| 182 | PMARINNOVATOR ETFS TRUST | 11,065 | $467.3M | 0.04% | |
| 183 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,058 | $466.0M | 0.04% | |
| 184 | AIQGLOBAL X FDS | 10,636 | $464.7M | 0.04% | |
| 185 | AQLTISHARES TR | 22,286 | $457.1M | 0.04% | |
| 186 | FEFIRSTENERGY CORP | 11,310 | $455.4M | 0.04% | |
| 187 | COPCONOCOPHILLIPS | 4,949 | $444.2M | 0.04% | |
| 188 | BUGGLOBAL X FDS | 11,967 | $444.0M | 0.04% | |
| 189 | IHAKISHARES TR | 8,331 | $443.3M | 0.04% | |
| 190 | NVSNNOVARTIS AG | 3,527 | $426.7M | 0.04% | |
| 191 | DISDISNEY WALT CO | 3,406 | $422.4M | 0.04% | |
| 192 | KOCOCA COLA CO | 5,855 | $414.2M | 0.04% | |
| 193 | CPRTCOPART INC | 8,316 | $408.1M | 0.04% | |
| 194 | MDYSPDR S&P MIDCAP 400 ETF TR | 715 | $405.2M | 0.04% | |
| 195 | DFUVDIMENSIONAL ETF TRUST | 9,484 | $401.0M | 0.04% | |
| 196 | CCOCAMECO CORP | 5,252 | $389.9M | 0.04% | |
| 197 | CSCOCISCO SYS INC | 5,606 | $389.0M | 0.04% | |
| 198 | BCPCBALCHEM CORP | 2,400 | $382.1M | 0.04% | |
| 199 | SMRNUSCALE PWR CORP | 9,633 | $381.1M | 0.04% | |
| 200 | AMGNAMGEN INC | 1,354 | $378.0M | 0.04% |