C2p Capital Advisory Group, LLC D.b.a. Prosperity Capital Advisors Holdings & Portfolio - 13F Filings Analysis - Stocknear
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    • C2p Capital Advisory Group, LLC D.b.a. Prosperity Capital Advisors

    C2p Capital Advisory Group, LLC D.b.a. Prosperity Capital Advisors

    CIK Number: 0001965756

    1.07B
    Market Value
    343
    # of Holdings
    7 months
    Avg. Holding Period
    Win Rate
    Peformance 3-Years
    Main Sectors:
    Financial Services Healthcare Industrials
    Top Industries:
    Drug Manufacturers - General Regulated Electric Semiconductors

    Filing Date: May 12, 2025

    Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
    1 DFAC Dimensional U.S...
    37.94
    		+0.18% 4.02M +1.85% 132.95M 28.47 10.50% Share
    2 SPLG SPDR Portfolio ...
    76.35
    		+0.34% 1.55M +9.38% 102.14M 51.66 8.07% Share
    3 DFAX Dimensional Wor...
    30.71
    		+0.41% 1.96M -3.59% 51.51M 22.79 4.07% Share
    4 DCOR Dimensional US ...
    70.69
    		+0.20% 822.15K +9.95% 50.61M 62.85 4.00% Share
    5 VUG Vanguard Growth...
    463.96
    		+0.63% 100.79K -2.65% 37.71M 276.59 2.98% Share
    6 VEA Vanguard Develo...
    59.01
    		+0.41% 712.04K +4.42% 36.32M 46.66 2.87% Share
    7 QUAL iShares MSCI US...
    189.66
    		+0.16% 192.06K +12.51% 32.9M 147.6 2.60% Share
    8 VTV Vanguard Value ...
    183.16
    		+0.05% 189.04K +1.54% 32.58M 147.97 2.57% Share
    9 DFIC Dimensional Int...
    32.34
    		+0.25% 1.07M +6.64% 29.8M 26.9 2.35% Share
    10 DYNF BlackRock U.S. ...
    57.60
    		+0.41% 602.54K +7.37% 29.48M 46.17 2.33% Share
    11 SPYG SPDR Portfolio ...
    100.63
    		+0.53% 330.6K -11.15% 26.76M 76.91 2.11% Share
    12 BALT Innovator Defin...
    32.60
    		+0.06% 793.57K +23.46% 24.91M 29.63 1.97% Share
    13 BIL SPDR Bloomberg ...
    91.74
    		+0.02% 221.35K +4.31% 20.24M 91.65 1.60% Share
    14 IVE iShares S&P 500...
    203.78
    		+0.05% 93.04K +11.82% 17.71M 187.18 1.40% Share
    15 IYW iShares U.S. Te...
    184.64
    		+0.98% 109.47K +6.60% 15.53M 110.68 1.23% Share
    16 AAPL Apple Inc.
    232.56
    		+0.90% 68.35K +2.36% 15.25M 150.8 1.21% Share
    17 DFSD Dimensional Sho...
    48.18
    		+0.01% 295.89K +7.86% 14.08M 47.35 1.11% Share
    18 IEMG iShares Core MS...
    62.38
    		+0.37% 252.81K +90.68% 13.7M 52.73 1.08% Share
    19 VWO Vanguard Emergi...
    51.66
    		+0.34% 276.27K +1.86% 12.55M 41.87 0.99% Share
    20 DFEM Dimensional Eme...
    31.02
    		+0.49% 457.86K +8.78% 12.2M 27.02 0.96% Share
    21 SPDW SPDR Portfolio ...
    41.94
    		+0.44% 299.63K +5.79% 10.95M 31.98 0.86% Share
    22 BNDX Vanguard Total ...
    49.31
    		+0.08% 218.03K +4.26% 10.65M 48.9 0.84% Share
    23 EMXC iShares MSCI Em...
    64.27
    		+0.27% 189.67K -18.7% 10.51M 58.87 0.83% Share
    24 MSFT Microsoft Corpo...
    509.64
    		+0.57% 26.64K -7.1% 10.18M 379.11 0.80% Share
    25 MTUM iShares MSCI US...
    246.34
    		+0.64% 49.5K +31.86% 10.08M 205.76 0.80% Share
    26 BSV Vanguard Short-...
    78.92
    		-0.02% 128.22K +1.84% 10.01M 76.84 0.79% Share
    27 SPAB SPDR Portfolio ...
    25.68
    		+0.18% 383.01K +1.53% 9.77M 25.75 0.77% Share
    28 DFUS Dimensional U.S...
    70.64
    		+0.41% 149.55K -5.33% 9.08M 43.04 0.72% Share
    29 DFCF Dimensional Cor...
    42.49
    		+0.12% 202.12K +3.77% 8.52M 42.35 0.67% Share
    30 BINC Blackrock Etf T...
    53.14
    		+0.08% 159.52K +46.79% 8.33M 52.43 0.66% Share
    31 VB Vanguard Small ...
    253.54
    		+0.22% 37.33K -10.26% 8.3M 204.41 0.66% Share
    32 UJUL Innovator S&P 5...
    37.65
    		+0.11% 243.85K +6.29% 8.19M 28.72 0.65% Share
    33 DFGX Dimensional Glo...
    53.50
    		+0.11% 155.98K +4.53% 8.18M 53.36 0.65% Share
    34 MBB iShares MBS ETF
    94.35
    		+0.12% 86.4K -5.34% 8.1M 92.92 0.64% Share
    35 TLH iShares 10-20 Y...
    101.32
    		+0.54% 76.34K +100.00% 7.94M 103.75 0.63% Share
    36 QQQ Invesco QQQ Tru...
    577.07
    		+0.62% 16.68K -33.72% 7.89M 419.93 0.62% Share
    37 XLG Invesco S&P 500...
    55.37
    		+0.45% 168.15K -3.61% 7.78M 49.96 0.61% Share
    38 DGCB Dimensional Glo...
    54.85
    		+0.15% 140.66K +5.89% 7.49M 54.01 0.59% Share
    39 UJAN Innovator U.S. ...
    41.59
    		+0.19% 183.45K +8.51% 7.01M 33.69 0.55% Share
    40 UOCT Innovator S&P 5...
    37.97
    		+0.16% 189.36K +8.55% 6.56M 31.09 0.52% Share
    41 UAPR Innovator S&P 5...
    31.89
    		+0.06% 218.48K +7.61% 6.54M 26.98 0.52% Share
    42 VTI Vanguard Total ...
    320.06
    		+0.35% 21.79K -4.32% 6.01M 251.79 0.47% Share
    43 IAU iShares Gold Tr...
    64.47
    		+0.73% 101.77K +115.36% 5.99M 54.57 0.47% Share
    44 NVDA NVIDIA Corporat...
    180.17
    		-0.79% 53.93K +40.29% 5.94M 89.07 0.47% Share
    45 IVV iShares Core S&...
    652.11
    		+0.36% 10.31K +2.61% 5.81M 442.63 0.46% Share
    46 QQQM Invesco NASDAQ ...
    237.58
    		+0.63% 27.73K +86.07% 5.4M 197.7 0.43% Share
    47 BRK-B Berkshire Hatha...
    499.93
    		+0.85% 9.44K -3.79% 5.03M 423.43 0.40% Share
    48 VMBS Vanguard Mortga...
    46.67
    		+0.13% 108.37K +1.92% 5.02M 45.98 0.40% Share
    49 BIV Vanguard Interm...
    77.84
    		+0.12% 63.77K -0.98% 4.88M 75.65 0.39% Share
    50 HD The Home Depot,...
    407.36
    		-0.22% 13.29K +3.81% 4.86M 347.06 0.38% Share
    51 BLV Vanguard Long-T...
    69.41
    		+0.46% 67.68K +0.68% 4.78M 72.89 0.38% Share
    52 AMZN Amazon.com, Inc...
    231.60
    		+1.08% 24.5K +10.73% 4.71M 152.91 0.37% Share
    53 UJUN Innovator S&P 5...
    36.37
    		+0.18% 138.79K +13.03% 4.61M 30.21 0.36% Share
    54 ABBV AbbVie Inc.
    207.92
    		-0.07% 21.59K +2.79% 4.45M 187.12 0.35% Share
    55 UMAR Innovator S&P 5...
    38.59
    		+0.11% 123.68K +13.60% 4.4M 32.42 0.35% Share
    56 UMAY Innovator S&P 5...
    35.59
    		+0.06% 131.13K +13.58% 4.4M 30.33 0.35% Share
    57 UFEB Innovator U.S. ...
    35.25
    		+0.03% 135.47K +16.64% 4.4M 30.3 0.35% Share
    58 UNOV Innovator U.S. ...
    37.09
    		+0.20% 128.16K +14.46% 4.37M 31.88 0.34% Share
    59 UAUG Innovator U.S. ...
    38.76
    		+0.12% 125.22K +14.21% 4.35M 31.51 0.34% Share
    60 USEP Innovator S&P 5...
    38.02
    		-0.05% 125.82K +14.51% 4.34M 31.5 0.34% Share
    61 UDEC Innovator S&P 5...
    37.70
    		+0.17% 126.37K +15.11% 4.34M 32.28 0.34% Share
    62 VOE Vanguard Mid-Ca...
    172.72
    		-0.34% 25.23K -2.78% 4.05M 146.15 0.32% Share
    63 DFNM Dimensional Nat...
    47.42
    		+0.05% 76.2K -7.15% 3.63M 48.37 0.29% Share
    64 HEFA iShares Currenc...
    39.03
    		+0.15% 98.75K +1.01% 3.59M 34.47 0.28% Share
    65 XUSP Innovator Uncap...
    44.56
    		+0.32% 92.54K -21.5% 3.46M 40 0.27% Share
    66 IUSV iShares Core S&...
    98.81
    		0.00% 36.73K -5.96% 3.39M 89 0.27% Share
    67 GGOV BlackRock ETF T...
    50.38
    		0.00% 60.97K +100.00% 3.02M 49.46 0.24% Share
    68 SLV iShares Silver ...
    35.52
    		+1.50% 97.84K +958.72% 3M 30.59 0.24% Share
    69 EWG iShares MSCI Ge...
    42.01
    		+0.29% 79.45K +135.01% 2.96M 34.84 0.23% Share
    70 DFGR Dimensional Glo...
    27.35
    		-0.18% 110.41K +10.18% 2.91M 26.79 0.23% Share
    71 RY Royal Bank of C...
    145.97
    		+0.49% 25.03K -1.3% 2.85M 100.15 0.22% Share
    72 GSY Invesco Ultra S...
    50.20
    		+0.04% 55.83K -2.98% 2.8M 49.86 0.22% Share
    73 QLTA iShares Aaa - A...
    48.06
    		+0.12% 57.47K +80.60% 2.73M 47.98 0.22% Share
    74 ABT Abbott Laborato...
    131.39
    		-0.05% 20.57K +0.52% 2.71M 112.91 0.21% Share
    75 XOM Exxon Mobil Cor...
    113.37
    		+0.55% 22.43K -3.42% 2.67M 110.92 0.21% Share
    76 AVGO Broadcom Inc.
    308.65
    		+2.80% 15.82K -53.71% 2.67M 191.45 0.21% Share
    77 COST Costco Wholesal...
    944.96
    		-0.48% 2.79K +17.42% 2.66M 748.38 0.21% Share
    78 ESGU iShares ESG Awa...
    141.97
    		+0.38% 21.73K -5.83% 2.66M 90.03 0.21% Share
    79 KBWP Invesco KBW Pro...
    121.28
    		-0.35% 20.45K +178.29% 2.56M 119.22 0.20% Share
    80 IJH iShares Core S&...
    65.52
    		+0.13% 43.55K +5.60% 2.55M 60.57 0.20% Share
    81 IBM International B...
    245.77
    		+0.38% 10.09K -3.81% 2.53M 178.05 0.20% Share
    82 VTEB Vanguard Tax-Ex...
    49.02
    		+0.03% 50.83K -50.56% 2.53M 49.78 0.20% Share
    83 VGK Vanguard Europe...
    78.84
    		+0.24% 35.46K +100.00% 2.5M 70.21 0.20% Share
    84 MEAR iShares Short M...
    50.49
    		-0.01% 49.71K +8.60% 2.49M 49.99 0.20% Share
    85 GLD SPDR Gold Share...
    314.99
    		+0.73% 8.63K +408.96% 2.48M 270.29 0.20% Share
    86 TIP iShares TIPS Bo...
    111.28
    		+0.06% 22.45K +142.20% 2.48M 109.19 0.20% Share
    87 UUP Invesco DB US D...
    27.39
    		-0.35% 85.52K +100.00% 2.44M 28.54 0.19% Share
    88 IVW iShares S&P 500...
    116.23
    		+0.55% 25.99K +12.64% 2.43M 85.24 0.19% Share
    89 MAR Marriott Intern...
    270.25
    		+0.22% 10.13K +0.25% 2.41M 199.82 0.19% Share
    90 TBIL US Treasury 3 M...
    49.98
    		+0.01% 47.45K +100.00% 2.36M 50.01 0.19% Share
    91 WMT Walmart Inc.
    96.14
    		+0.06% 26.16K +1.20% 2.32M 57.22 0.18% Share
    92 VOO Vanguard S&P 50...
    596.59
    		+0.37% 4.38K +4.06% 2.26M 504.4 0.18% Share
    93 DGRO iShares Core Di...
    66.89
    		-0.07% 36.4K +15.66% 2.24M 51.96 0.18% Share
    94 META Meta Platforms,...
    751.11
    		+0.50% 3.8K +12.56% 2.23M 349.15 0.18% Share
    95 XLY Consumer Discre...
    234.17
    		+0.18% 10.92K -14.35% 2.18M 186.37 0.17% Share
    96 AVUV Avantis U.S. Sm...
    100.01
    		-0.22% 24.7K -5.82% 2.16M 86.79 0.17% Share
    97 NFLX Netflix, Inc.
    1231.45
    		+0.65% 2.32K -1.66% 2.15M 528.9 0.17% Share
    98 UNH UnitedHealth Gr...
    302.31
    		-0.52% 4.1K +3.35% 2.15M 512.18 0.17% Share
    99 GLDM SPDR Gold MiniS...
    67.75
    		+0.74% 34.11K -3.82% 2.11M 51.81 0.17% Share
    100 MUB iShares Nationa...
    104.50
    		+0.05% 19.36K +18.23% 2.04M 106.64 0.16% Share
    101 HYG iShares iBoxx $...
    81.00
    		+0.03% 24.81K -30.54% 1.95M 78.65 0.15% Share
    102 SPLV Invesco S&P 500...
    73.21
    		-0.69% 25.68K +646.85% 1.92M 73.15 0.15% Share
    103 FLOT iShares Floatin...
    51.03
    		-0.03% 37.6K +17.54% 1.91M 50.78 0.15% Share
    104 XLF Financial Selec...
    53.86
    		+0.15% 38.16K +54.34% 1.9M 48.85 0.15% Share
    105 AAAU Goldman Sachs P...
    33.78
    		+0.73% 61.53K +100.00% 1.9M 30.88 0.15% Share
    106 VCSH Vanguard Short-...
    79.83
    		-0.04% 23.86K +134.92% 1.88M 77.59 0.15% Share
    107 IUSB iShares Core To...
    46.43
    		+0.15% 40.55K +0.47% 1.87M 46.06 0.15% Share
    108 AMLP Alerian MLP ETF
    48.46
    		+0.54% 34.22K -31.2% 1.79M 47.24 0.14% Share
    109 SHW The Sherwin-Wil...
    366.21
    		-0.32% 5.07K +601.80% 1.78M 353.25 0.14% Share
    110 SHY iShares 1-3 Yea...
    82.91
    		-0.04% 21.5K +29.70% 1.77M 83.05 0.14% Share
    111 SPY SPDR S&P 500 ET...
    648.86
    		+0.34% 3.11K -28.24% 1.74M 459.02 0.14% Share
    112 FTC First Trust Lar...
    158.42
    		+1.12% 12.84K +100.00% 1.71M 131.4 0.13% Share
    113 EPS WisdomTree U.S....
    67.37
    		+0.30% 28.64K +100.00% 1.7M 59.28 0.13% Share
    114 FDL First Trust Mor...
    44.24
    		-0.42% 39.23K +100.00% 1.69M 43.44 0.13% Share
    115 SOXX iShares Semicon...
    252.55
    		+0.48% 8.99K -10.1% 1.69M 116.58 0.13% Share
    116 PBP Invesco S&P 500...
    22.05
    		+0.17% 75.61K +100.00% 1.69M 22.17 0.13% Share
    117 AVEM Avantis Emergin...
    71.58
    		+0.45% 27.75K -4.86% 1.68M 59.91 0.13% Share
    118 PM Philip Morris I...
    165.71
    		+0.93% 10.19K -1.55% 1.61M 95.59 0.13% Share
    119 RSP Invesco S&P 500...
    188.79
    		-0.03% 9.05K +5.61% 1.57M 175.12 0.12% Share
    120 JNJ Johnson & Johns...
    175.40
    		-0.79% 9.9K -5.56% 1.52M 163.51 0.12% Share
    121 VYM Vanguard High D...
    139.24
    		+0.10% 11.61K +25.86% 1.49M 124.11 0.12% Share
    122 VV Vanguard Large ...
    299.67
    		+0.38% 5.78K +0.09% 1.49M 186.09 0.12% Share
    123 LQD iShares iBoxx $...
    110.19
    		+0.15% 13.59K +23.10% 1.48M 111.07 0.12% Share
    124 BILS SPDR Bloomberg ...
    99.46
    		+0.02% 14.86K +8.38% 1.47M 99.4 0.12% Share
    125 HEWJ iShares Currenc...
    48.27
    		+0.51% 35.16K +100.00% 1.46M 41.94 0.12% Share
    126 IWR iShares Russell...
    96.29
    		+0.16% 17.05K +95.42% 1.46M 83.39 0.12% Share
    127 IBIT iShares Bitcoin...
    63.58
    		-0.11% 29.91K +29.87% 1.44M 51.61 0.11% Share
    128 GOOGL Alphabet Inc.
    211.64
    		+2.01% 9.05K +2.91% 1.42M 124.57 0.11% Share
    129 IXN iShares Global ...
    97.19
    		+0.52% 18.25K -6.6% 1.39M 45.04 0.11% Share
    130 VBK Vanguard Small ...
    294.94
    		+0.90% 5.48K -53.48% 1.39M 255.02 0.11% Share
    131 MINT PIMCO Enhanced ...
    100.67
    		+0.01% 13.73K +0.56% 1.38M 100.34 0.11% Share
    132 DIA SPDR Dow Jones ...
    456.84
    		+0.18% 3.18K -6.26% 1.33M 381.61 0.11% Share
    133 LMT Lockheed Martin...
    456.03
    		+0.34% 2.96K +2.42% 1.33M 452.35 0.11% Share
    134 EFV iShares MSCI EA...
    67.21
    		+0.34% 22.07K -15.66% 1.3M 53.01 0.10% Share
    135 VGLT Vanguard Long-T...
    55.68
    		+0.58% 22.36K -25.86% 1.29M 60.05 0.10% Share
    136 CAT Caterpillar Inc...
    435.10
    		+0.56% 3.75K -2.22% 1.24M 363.71 0.10% Share
    137 EPOL iShares MSCI Po...
    32.10
    		-0.73% 43.69K +100.00% 1.24M 28.01 0.10% Share
    138 IGRO iShares Interna...
    79.24
    		+0.04% 16.74K +21.65% 1.21M 69.96 0.10% Share
    139 GOOG Alphabet Inc.
    212.37
    		+2.00% 7.61K -0.71% 1.21M 139.77 0.10% Share
    140 VGT Vanguard Inform...
    707.59
    		+0.95% 2.19K -19.12% 1.2M 445.22 0.09% Share
    141 JPM JPMorgan Chase ...
    300.74
    		+0.49% 4.88K +6.74% 1.19M 170.63 0.09% Share
    142 IWP iShares Russell...
    144.02
    		+1.12% 9.95K -6.32% 1.18M 109.79 0.09% Share
    143 USFR WisdomTree Floa...
    50.26
    		0.00% 23.19K +69.46% 1.17M 50.32 0.09% Share
    144 SPHY SPDR Portfolio ...
    23.88
    		+0.04% 48.64K +4.20% 1.13M 23.47 0.09% Share
    145 VBR Vanguard Small ...
    209.11
    		-0.29% 6.06K -44.87% 1.13M 185.41 0.09% Share
    146 PG The Procter & G...
    155.64
    		-0.84% 6.57K -4.47% 1.12M 158.27 0.09% Share
    147 T AT&T Inc.
    28.95
    		-0.36% 38.87K +7.46% 1.11M 20.44 0.09% Share
    148 ADP Automatic Data ...
    304.10
    		+0.33% 3.46K -22.98% 1.06M 256.52 0.08% Share
    149 MS Morgan Stanley
    150.19
    		+0.54% 9.08K +11.72% 1.05M 92.14 0.08% Share
    150 BIDD iShares Interna...
    27.24
    		+0.22% 40.64K +24.26% 1.05M 24.91 0.08% Share