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

13F Filings History

Latest 13F report
Q3 2024 - Oct 8, 2024
Value $
$1.18B
Signature - Title
Ryan J. Warner - Chief Compliance Officer
Location
Westlake, OH
Summary
This page shows a list of all the recent 13F filings made by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors. Form 13F is required to be filed within 45 days of the end of a calendar quarter. C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors reported 336 stock holdings with total value $1.18B as of Q3 2024. Top holdings included DFAC, SPLG, DFAX, VUG, and VTV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 336 $1.18B +$264M -$37M +$227M DFAC, SPLG, DFAX, VUG, VTV 13F-HR 10/8/2024, 03:39 PM
Q2 2024 309 $904M +$153M -$111M +$42.4M DFAC, SPLG, DFAX, VUG, VTV 13F-HR 8/2/2024, 10:27 AM
Q1 2024 323 $845M +$196M -$332M -$136M DFAC, SPLG, DFAX, VUG, AAPL 13F-HR 5/3/2024, 04:31 PM
Q4 2023 260 $922M +$148M -$53.4M +$94.9M DFAC, SPLG, DFAX, ESGU, VUG 13F-HR 2/12/2024, 11:02 AM
Q3 2023 235 $756M +$135M -$69M +$65.7M DFAC, SPLG, DFAX, ESGU, VUG 13F-HR 11/2/2023, 12:08 PM
Q2 2023 229 $715M +$70.8M -$37.8M +$33M DFAC, DFAX, SPLG, ESGU, DFUS 13F-HR 7/21/2023, 01:27 PM
Q1 2023 199 $647M +$320M -$16.5M +$303M DFAC, DFAX, SPLG, ESGU, DFUS 13F-HR 5/5/2023, 04:21 PM
Q4 2022 191 $325M $0 $0 DFAC, DFAX, SPLG, ESGU, DFUS 13F-HR 2/14/2023, 04:23 PM