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)

StockValue
CRDOCREDO TECHNOLOGY GROUP HOLDI
$1.3M
VBRVANGUARD INDEX FDS
$1.2M
LLYELI LILLY & CO
$1.2M
UNHUNITEDHEALTH GROUP INC
$1.2M
TAT&T INC
$1.2M
IWYISHARES TR
$1.1M
DWDMORGAN STANLEY
$1.1M
NSCNORFOLK SOUTHN CORP
$1.1M
IYZISHARES TR
$1.1M
ADPAUTOMATIC DATA PROCESSING IN
$1.1M
MIGAMICROSTRATEGY INC
$1.1M
ETNEATON CORP PLC
$1.1M
CVXCHEVRON CORP NEW
$1.0M
VHTVANGUARD WORLD FD
$1.0M
PGPROCTER AND GAMBLE CO
$1.0M
AFLAFLAC INC
$951K
BUFRFIRST TR EXCHNG TRADED FD VI
$932K
IYKISHARES TR
$899K
DRIDARDEN RESTAURANTS INC
$886K
LOWLOWES COS INC
$875K
VOYAVOYA FINANCIAL INC
$868K
IWVISHARES TR
$865K
AMDADVANCED MICRO DEVICES INC
$862K
DFSVDIMENSIONAL ETF TRUST
$848K
SFLRINNOVATOR ETFS TRUST
$844K
COWZPACER FDS TR
$833K
VVISA INC
$822K
IJHISHARES TR
$808K
NEENEXTERA ENERGY INC
$797K
SMHVANECK ETF TRUST
$769K
RDVYFIRST TR EXCHANGE TRADED FD
$750K
NVRNVR INC
$738K
BRK-BBERKSHIRE HATHAWAY INC DEL
$728K
BABOEING CO
$717K
MGCVANGUARD WORLD FD
$704K
FSEPFIRST TR EXCHNG TRADED FD VI
$696K
PWBINVESCO EXCHANGE TRADED FD T
$695K
DUKDUKE ENERGY CORP NEW
$682K
CEGCONSTELLATION ENERGY CORP
$679K
IGMISHARES TR
$678K
MCDMCDONALDS CORP
$675K
JAJLINNOVATOR ETFS TRUST
$675K
EWTISHARES INC
$672K
FNDXSCHWAB STRATEGIC TR
$671K
BUFDFIRST TR EXCHNG TRADED FD VI
$667K
SHOPSHOPIFY INC
$666K
SCHGSCHWAB STRATEGIC TR
$661K
TJXTJX COS INC NEW
$657K
BACBANK AMERICA CORP
$652K
HONHONEYWELL INTL INC
$645K
DSEPFIRST TR EXCHNG TRADED FD VI
$645K
CITHE CIGNA GROUP
$635K
EWLISHARES INC
$633K
ORCLORACLE CORP
$630K
PEPPEPSICO INC
$622K
CRWDCROWDSTRIKE HLDGS INC
$621K
MLB1MERCADOLIBRE INC
$616K
IYGISHARES TR
$590K
EMREMERSON ELEC CO
$578K
SCHBSCHWAB STRATEGIC TR
$578K
DEDEERE & CO
$571K
ITOTISHARES TR
$568K
RSPUINVESCO EXCHANGE TRADED FD T
$556K
MGKVANGUARD WORLD FD
$556K
IWBISHARES TR
$550K
FXUFIRST TR EXCHANGE TRADED FD
$549K
GAMGENERAL AMERN INVS CO INC
$536K
UNPUNION PAC CORP
$534K
AXONAXON ENTERPRISE INC
$519K
MOALTRIA GROUP INC
$518K
XLUSELECT SECTOR SPDR TR
$511K
NDSNNORDSON CORP
$510K
VIGVANGUARD SPECIALIZED FUNDS
$504K
PSXPHILLIPS 66
$503K
QCOMQUALCOMM INC
$503K
BSXBOSTON SCIENTIFIC CORP
$501K
RTXRTX CORPORATION
$499K
IJRISHARES TR
$498K
AXPAMERICAN EXPRESS CO
$487K
IYFISHARES TR
$483K
MRKMERCK & CO INC
$483K
PMARINNOVATOR ETFS TRUST
$467K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$466K
AIQGLOBAL X FDS
$464K
AQLTISHARES TR
$457K
FEFIRSTENERGY CORP
$455K
COPCONOCOPHILLIPS
$444K
IHAKISHARES TR
$443K
BUGGLOBAL X FDS
$443K
NVSNNOVARTIS AG
$426K
DISDISNEY WALT CO
$422K
KOCOCA COLA CO
$414K
CPRTCOPART INC
$408K
MDYSPDR S&P MIDCAP 400 ETF TR
$405K
DFUVDIMENSIONAL ETF TRUST
$400K
CCOCAMECO CORP
$389K
CSCOCISCO SYS INC
$388K
BCPCBALCHEM CORP
$382K
SMRNUSCALE PWR CORP
$381K
AMGNAMGEN INC
$377K
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