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

13F
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Last update 2025-05-12 349 Stocks (39 new)
Value $1.27 Bil Turnover 11 %
Countries:
Top Holdings: DFAC(10.50%)SPLG(8.07%)DFAX(4.07%)DCOR(4.00%)VUG(2.98%)
Summary Stock Picks Current Portfolio
C2P Capital Advisory Group, LL... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFAC
Dimensional U.S. Core Equity 2 ETF
4,016,699
132,952.8
+1.85%
10.500
+0.19%
0.420
+18.56%
+5.98%
35,706.4
 
SPLG
SPDR Portfolio S&P 500 ETF
1,547,810
102,140.0
+9.38%
8.070
+0.69%
0.160
+19.38%
+7.31%
77,449.7
 
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
Dimensional World ex U.S. Core Equity 2 ETF
1,957,773
51,509.0
-3.59%
4.070
-0.15%
0.670
+13.55%
+19.99%
8,979.3
 
DCOR
Dimensional US Core Equity 1 ETF
822,152
50,611.7
+9.95%
4.000
+0.36%
3.270
+18.59%
+6.50%
1,894.5
 
VUG
Vanguard Growth ETF
100,787
37,711.8
-2.65%
2.980
-0.09%
0.030
+27.35%
+9.24%
164,247.8
 
VEA
Vanguard FTSE Developed Markets ETF
712,043
36,321.4
+4.42%
2.870
+0.12%
0.030
+12.11%
+21.29%
160,177.0
 
QUAL
iShares MSCI USA Quality Factor ETF
192,064
32,898.6
+12.51%
2.600
+0.29%
0.070
+14.50%
+4.25%
53,100.3
 
VTV
Vanguard Value ETF
189,036
32,578.6
+1.54%
2.570
+0.04%
0.020
+10.79%
+6.85%
134,245.4
 
DFIC
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
1,071,152
29,799.5
+6.64%
2.350
+0.15%
0.360
+10.99%
+21.17%
9,790.6
 
DYNF
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
602,537
29,482.2
+7.37%
2.330
+0.16%
0.190
+20.26%
+8.08%
19,710.8
 

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors's Historical Top Holdings Breakdowns

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPLG
SPDR Portfolio S&P 500 ETF
2025-03-31
Add
Add
+0.69%
●
64.88 ($69.16) 72.1
$73.98
6.97%
Add 9.38%
1,547,810
132,692
TLH
iShares 10-20 Year Treasury Bond ETF
iShares 10-20 Year Treasury Bond ETF
2025-03-31
New Buy
New Buy
+0.63%
●
97.25 ($101.36) 104.79
$100.11
-1.23%
New holding
76,336
76,336
XLG
Invesco S&P 500 Top 50 ETF
2025-03-31
New Buy
New Buy
+0.61%
●
45.72 ($49.35) 51.73
$53.07
7.54%
New holding
168,145
168,145
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
2025-03-31
Add
Add
+0.51%
●
50.83 ($53.83) 55.94
$61.38
14.03%
Add 90.68%
252,806
120,228
TLT
iShares 20+ Year Treasury Bond ETF
2025-03-31
Sold Out
Sold Out
-0.40%
●
85.29 ($89.02) 92.57
$86.52
-2.81%
Sold Out
0
-56,430
BALT
Innovator Defined Wealth Shield ETF
2025-03-31
Add
Add
+0.37%
●
31.31 ($31.58) 31.89
$32.28
2.23%
Add 23.46%
793,566
150,815
DCOR
Dimensional US Core Equity 1 ETF
2025-03-31
Add
Add
+0.36%
●
60.24 ($64.43) 67.06
$68.33
6.05%
Add 9.95%
822,152
74,370
QQQ
INVESCO QQQ Trust
2025-03-31
Reduce
Reduce
-0.35%
●
468.34 ($508.07) 539.52
$561.25
10.47%
Reduce -33.72%
16,685
-8,488
AVGO
Broadcom Inc
2025-03-31
Reduce
Reduce
-0.34%
●
167.43 ($211.65) 244.7
$278.59
31.63%
Reduce -53.71%
15,824
-18,359
IFRA
iShares U.S. Infrastructure ETF
2025-03-31
Reduce
Reduce
-0.32%
●
44.8 ($46.64) 49.25
$51.17
9.71%
Reduce -91.43%
8,023
-85,605

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors Total Holding History ($B)

To

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors's Asset Allocation

To

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors's Hypothetical Growth since 2025-03-31

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors's Yearly Returns

Year Portfolio % % Excess Gain %

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors's Holdings Heat Map

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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors's Holdings Bubble Chart

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors News

  • 1

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