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

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 2, 2024
Value $
$904M
Signature - Title
Ryan J. Warner - Chief Compliance Officer
Location
30400 Detroit Road, Suite 201, Westlake, OH
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
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 259 $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