C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors Q2 2023 Filing

Filed July 21, 2023

Portfolio Value

$715.0B

Holdings

229

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (229 positions)

StockValue
VIGVANGUARD SPECIALIZED FUNDS
$650.2M
BACVERIZON COMMUNICATIONS INC
$632.2M
TAT&T INC
$608.2M
VOEVANGUARD INDEX FDS
$416.4M
VOTVANGUARD INDEX FDS
$206.4M
VBRVANGUARD INDEX FDS
$165.4M
DFACDIMENSIONAL ETF TRUST
$98.3M
DFAXDIMENSIONAL ETF TRUST
$60.7M
SPYMSPDR SER TR
$57.0M
IYEISHARES TR
$46.4M
ESGUISHARES TR
$42.8M
DFUSDIMENSIONAL ETF TRUST
$31.5M
VUGVANGUARD INDEX FDS
$25.2M
VEAVANGUARD TAX-MANAGED FDS
$24.1M
QUALISHARES TR
$22.7M
VTVVANGUARD INDEX FDS
$22.3M
AAPLAPPLE INC
$16.9M
ESGEISHARES INC
$16.1M
IYWISHARES TR
$13.7M
SPDWSPDR INDEX SHS FDS
$12.0M
VWOVANGUARD INTL EQUITY INDEX F
$8.3M
SPLVINVESCO EXCH TRADED FD TR II
$7.7M
SPABSPDR SER TR
$6.0M
VTEBVANGUARD MUN BD FDS
$5.6M
VBVANGUARD INDEX FDS
$5.6M
BNDXVANGUARD CHARLOTTE FDS
$5.6M
IVVISHARES TR
$5.2M
BSVVANGUARD BD INDEX FDS
$5.1M
UJUNINNOVATOR ETFS TR
$5.1M
NDQINVESCO QQQ TR
$4.9M
UJULINNOVATOR ETFS TR
$4.5M
DONSPDR DOW JONES INDL AVERAGE
$4.3M
FLOTISHARES TR
$4.3M
MINTPIMCO ETF TR
$4.1M
SPYSPDR S&P 500 ETF TR
$3.9M
DGROISHARES TR
$3.9M
EFAISHARES TR
$3.6M
TLHISHARES TR
$3.6M
VAWVANGUARD WORLD FDS
$3.5M
QQEWFIRST TR NAS100 EQ WEIGHTED
$3.4M
HDHOME DEPOT INC
$3.4M
BIVVANGUARD BD INDEX FDS
$3.2M
UAUGINNOVATOR ETFS TR
$3.1M
USEPINNOVATOR ETFS TR
$3.1M
UJANINNOVATOR ETFS TR
$3.0M
MBBISHARES TR
$2.9M
BLVVANGUARD BD INDEX FDS
$2.9M
UAPRINNOVATOR ETFS TR
$2.9M
UOCTINNOVATOR ETFS TR
$2.9M
UNOVINNOVATOR ETFS TR
$2.9M
UDECINNOVATOR ETFS TR
$2.9M
UMAYINNOVATOR ETFS TR
$2.9M
UMARINNOVATOR ETFS TR
$2.9M
UFEBINNOVATOR ETFS TR
$2.8M
IFRAISHARES TR
$2.8M
VMBSVANGUARD SCOTTSDALE FDS
$2.7M
SPSBSPDR SER TR
$2.5M
IJHISHARES TR
$2.5M
GSYINVESCO ACTIVELY MANAGED ETF
$2.5M
MSFTMICROSOFT CORP
$2.5M
SPTMSPDR SER TR
$2.4M
ABBVABBVIE INC
$2.4M
SOXXISHARES TR
$2.1M
AMZNAMAZON COM INC
$2.1M
IXNISHARES TR
$1.9M
ABTABBOTT LABS
$1.9M
STIPISHARES TR
$1.9M
MARMARRIOTT INTL INC NEW
$1.9M
TIPISHARES TR
$1.8M
SHYISHARES TR
$1.8M
JMOMJ P MORGAN EXCHANGE TRADED F
$1.7M
XLGINVESCO EXCHANGE TRADED FD T
$1.7M
MEARISHARES U S ETF TR
$1.6M
IVWISHARES TR
$1.5M
EFGISHARES TR
$1.5M
DDTOINNOVATOR ETFS TR
$1.4M
BILSPDR SER TR
$1.4M
VEEVVEEVA SYS INC
$1.4M
IHIISHARES TR
$1.3M
EMBISHARES TR
$1.3M
IYHISHARES TR
$1.3M
VVVANGUARD INDEX FDS
$1.2M
TSLATESLA INC
$1.2M
VTIVANGUARD INDEX FDS
$1.2M
IJRISHARES TR
$1.2M
VGLTVANGUARD SCOTTSDALE FDS
$1.1M
IVEISHARES TR
$1.1M
IUSBISHARES TR
$1.1M
EWLISHARES INC
$1.1M
VYMVANGUARD WHITEHALL FDS
$1.1M
EFVISHARES TR
$1.1M
BRK/BBERKSHIRE HATHAWAY INC DEL
$1.0M
EWTISHARES INC
$1.0M
SLYVSPDR SER TR
$1.0M
FIXDFIRST TR EXCHNG TRADED FD VI
$1.0M
METAMETA PLATFORMS INC
$939K
IEMGISHARES INC
$936K
MUBISHARES TR
$928K
ITOTISHARES TR
$923K
XLVSELECT SECTOR SPDR TR
$916K
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