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

Filed May 12, 2025

Portfolio Value

$1.3T

Holdings

349

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (349 positions)

StockValue
DFACDIMENSIONAL ETF TRUST
$133.0M
SPYMSPDR SER TR
$102.1M
DFAXDIMENSIONAL ETF TRUST
$51.5M
DCORDIMENSIONAL ETF TRUST
$50.6M
VUGVANGUARD INDEX FDS
$37.7M
VEAVANGUARD TAX-MANAGED FDS
$36.3M
QUALISHARES TR
$32.9M
VTVVANGUARD INDEX FDS
$32.6M
DFICDIMENSIONAL ETF TRUST
$29.8M
DYNFBLACKROCK ETF TRUST
$29.5M
SPYGSPDR SER TR
$26.8M
DDTOINNOVATOR ETFS TRUST
$24.9M
BILSPDR SER TR
$20.2M
IVEISHARES TR
$17.7M
IYWISHARES TR
$15.5M
AAPLAPPLE INC
$15.3M
DFSDDIMENSIONAL ETF TRUST
$14.1M
IEMGISHARES INC
$13.7M
VWOVANGUARD INTL EQUITY INDEX F
$12.5M
DFEMDIMENSIONAL ETF TRUST
$12.2M
SPDWSPDR INDEX SHS FDS
$10.9M
BNDXVANGUARD CHARLOTTE FDS
$10.6M
EMXCISHARES INC
$10.5M
MSFTMICROSOFT CORP
$10.2M
MTUMISHARES TR
$10.1M
BSVVANGUARD BD INDEX FDS
$10.0M
SPABSPDR SER TR
$9.8M
DFUSDIMENSIONAL ETF TRUST
$9.1M
DFCFDIMENSIONAL ETF TRUST
$8.5M
BINCBLACKROCK ETF TRUST II
$8.3M
VBVANGUARD INDEX FDS
$8.3M
UJULINNOVATOR ETFS TRUST
$8.2M
DFGXDIMENSIONAL ETF TRUST
$8.2M
MBBISHARES TR
$8.1M
TLHISHARES TR
$7.9M
NDQINVESCO QQQ TR
$7.9M
XLGINVESCO EXCHANGE TRADED FD T
$7.8M
DGCBDIMENSIONAL ETF TRUST
$7.5M
UJANINNOVATOR ETFS TRUST
$7.0M
UOCTINNOVATOR ETFS TRUST
$6.6M
UAPRINNOVATOR ETFS TRUST
$6.5M
VTIVANGUARD INDEX FDS
$6.0M
IAU*ISHARES GOLD TR
$6.0M
NVDANVIDIA CORPORATION
$5.9M
IVVISHARES TR
$5.8M
QQQMINVESCO EXCH TRADED FD TR II
$5.4M
BRK/BBERKSHIRE HATHAWAY INC DEL
$5.0M
VMBSVANGUARD SCOTTSDALE FDS
$5.0M
BIVVANGUARD BD INDEX FDS
$4.9M
HDHOME DEPOT INC
$4.9M
BLVVANGUARD BD INDEX FDS
$4.8M
AMZNAMAZON COM INC
$4.7M
UJUNINNOVATOR ETFS TRUST
$4.6M
ABBVABBVIE INC
$4.5M
UMARINNOVATOR ETFS TRUST
$4.4M
UMAYINNOVATOR ETFS TRUST
$4.4M
UFEBINNOVATOR ETFS TRUST
$4.4M
UNOVINNOVATOR ETFS TRUST
$4.4M
UAUGINNOVATOR ETFS TRUST
$4.3M
USEPINNOVATOR ETFS TRUST
$4.3M
UDECINNOVATOR ETFS TRUST
$4.3M
VOEVANGUARD INDEX FDS
$4.1M
DFNMDIMENSIONAL ETF TRUST
$3.6M
HEFAISHARES TR
$3.6M
XUSPINNOVATOR ETFS TRUST
$3.5M
IUSVISHARES TR
$3.4M
HIMUBLACKROCK ETF TRUST II
$3.0M
SLVISHARES SILVER TR
$3.0M
EWGISHARES INC
$3.0M
DFGRDIMENSIONAL ETF TRUST
$2.9M
RYROYAL BK CDA
$2.8M
GSYINVESCO ACTIVELY MANAGED EXC
$2.8M
QLTAISHARES TR
$2.7M
ABTABBOTT LABS
$2.7M
XOMEXXON MOBIL CORP
$2.7M
AVGOBROADCOM INC
$2.7M
COSTCOSTCO WHSL CORP NEW
$2.7M
ESGUISHARES TR
$2.7M
KBWPINVESCO EXCH TRADED FD TR II
$2.6M
IJHISHARES TR
$2.6M
VTEIVANGUARD MUN BD FDS
$2.5M
IBMINTERNATIONAL BUSINESS MACHS
$2.5M
VTEBVANGUARD MUN BD FDS
$2.5M
VGKVANGUARD INTL EQUITY INDEX F
$2.5M
MEARISHARES U S ETF TR
$2.5M
GQ9SPDR GOLD TR
$2.5M
TIPISHARES TR
$2.5M
UUPINVESCO DB US DLR INDEX TR
$2.4M
IVWISHARES TR
$2.4M
MARMARRIOTT INTL INC NEW
$2.4M
TBILRBB FD INC
$2.4M
WMTWALMART INC
$2.3M
VOOVANGUARD INDEX FDS
$2.3M
DGROISHARES TR
$2.2M
METAMETA PLATFORMS INC
$2.2M
XLYSELECT SECTOR SPDR TR
$2.2M
AVUVAMERICAN CENTY ETF TR
$2.2M
NFLXNETFLIX INC
$2.2M
UNHUNITEDHEALTH GROUP INC
$2.1M
GLDMWORLD GOLD TR
$2.1M
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