C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Portfolio Holdings by Sector

C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

  • $1.23 Trillion
  • Q4 2024
Industry Value Buys Sells New Positions Closed Positions Options
ETFs | ETFs

DFAC SPLG VUG SPYG VEA VTV QUAL DYNF 194 stocks

$924 Million 86.41% of portfolio
  169  
  25  
  140  
 -
0 Calls
0 Puts
Consumer Electronics | Technology

AAPL 1 stocks

$16.7 Million 1.56% of portfolio
  1  
 -
  1  
 -
0 Calls
0 Puts
Semiconductors | Technology

AVGO NVDA AMD QCOM TSM 5 stocks

$14.5 Million 1.36% of portfolio
  3  
  2  
  3  
 -
0 Calls
0 Puts
Software—Infrastructure | Technology

MSFT ORCL PLTR 3 stocks

$13.5 Million 1.26% of portfolio
  3  
 -
  3  
 -
0 Calls
0 Puts
Drug Manufacturers—General | Healthcare

ABBV JNJ LLY MRK NVS AMGN PFE 7 stocks

$7.98 Million 0.75% of portfolio
  6  
  1  
  5  
 -
0 Calls
0 Puts
Closed-End Fund - Equity | ETFs

VTI 1 stocks

$6.6 Million 0.62% of portfolio
  1  
 - - -
0 Calls
0 Puts
Home Improvement Retail | Consumer Cyclical

HD LOW 2 stocks

$5.78 Million 0.54% of portfolio
  2  
 -
  2  
 -
0 Calls
0 Puts
Internet Retail | Consumer Cyclical

AMZN MELI 2 stocks

$5.25 Million 0.49% of portfolio
  2  
 -
  2  
 -
0 Calls
0 Puts
Banks—Diversified | Financial Services

RY JPM BAC WFC ING 5 stocks

$5.23 Million 0.49% of portfolio
  5  
 -
  5  
 -
0 Calls
0 Puts
Internet Content & Information | Communication Services

META GOOGL GOOG 3 stocks

$5.1 Million 0.48% of portfolio
  1  
  2  
  1  
 -
0 Calls
0 Puts
Discount Stores | Consumer Defensive

WMT COST 2 stocks

$4.51 Million 0.42% of portfolio
-
  2  
 - -
0 Calls
0 Puts
Insurance—Diversified | Financial Services

BRK-B 1 stocks

$4.45 Million 0.42% of portfolio
  1  
 -
  1  
 -
0 Calls
0 Puts
Oil & Gas Integrated | Energy

XOM CVX 2 stocks

$3.19 Million 0.3% of portfolio
  2  
 -
  2  
 -
0 Calls
0 Puts
Utilities—Regulated Electric | Utilities

SO NEE DUK FE AEP 5 stocks

$3.13 Million 0.29% of portfolio
  5  
 -
  4  
 -
0 Calls
0 Puts
Aerospace & Defense | Industrials

LMT BA AXON RTX 4 stocks

$2.93 Million 0.27% of portfolio
  4  
 -
  3  
 -
0 Calls
0 Puts
Lodging | Consumer Cyclical

MAR 1 stocks

$2.82 Million 0.26% of portfolio
  1  
 -
  1  
 -
0 Calls
0 Puts
Medical Devices | Healthcare

ABT BSX 2 stocks

$2.67 Million 0.25% of portfolio
  2  
 -
  2  
 -
0 Calls
0 Puts
Software—Application | Technology

MSTR SHOP CDNS TTD 4 stocks

$2.65 Million 0.25% of portfolio
  4  
 -
  4  
 -
0 Calls
0 Puts
Entertainment | Communication Services

NFLX DIS 2 stocks

$2.47 Million 0.23% of portfolio
-
  2  
 - -
0 Calls
0 Puts
Specialty Industrial Machinery | Industrials

ETN EMR NDSN ROK ITW 5 stocks

$2.44 Million 0.23% of portfolio
  4  
  1  
  3  
 -
0 Calls
0 Puts
Healthcare Plans | Healthcare

UNH ELV CI 3 stocks

$2.44 Million 0.23% of portfolio
  3  
 -
  3  
 -
0 Calls
0 Puts
Information Technology Services | Technology

IBM 1 stocks

$2.31 Million 0.22% of portfolio
-
  1  
 - -
0 Calls
0 Puts
Tobacco | Consumer Defensive

PM MO 2 stocks

$1.84 Million 0.17% of portfolio
  1  
  1  
  1  
 -
0 Calls
0 Puts
Household & Personal Products | Consumer Defensive

PG CLX CL 3 stocks

$1.82 Million 0.17% of portfolio
  2  
 -
  2  
 -
0 Calls
0 Puts
Farm & Heavy Construction Machinery | Industrials

CAT DE 2 stocks

$1.62 Million 0.15% of portfolio
  2  
 -
  2  
 -
0 Calls
0 Puts
Auto Manufacturers | Consumer Cyclical

TSLA 1 stocks

$1.54 Million 0.14% of portfolio
-
  1  
 - -
0 Calls
0 Puts
Restaurants | Consumer Cyclical

DRI MCD 2 stocks

$1.39 Million 0.13% of portfolio
  2  
 -
  2  
 -
0 Calls
0 Puts
Staffing & Employment Services | Industrials

ADP 1 stocks

$1.31 Million 0.12% of portfolio
  1  
 -
  1  
 -
0 Calls
0 Puts
Capital Markets | Financial Services

MS SCHW 2 stocks

$1.23 Million 0.11% of portfolio
  1  
  1  
  1  
 -
0 Calls
0 Puts
Railroads | Industrials

NSC UNP 2 stocks

$1.21 Million 0.11% of portfolio
  2  
 -
  2  
 -
0 Calls
0 Puts
Specialty Chemicals | Basic Materials

BCPC RPM PPG SHW 4 stocks

$1.17 Million 0.11% of portfolio
  4  
 -
  4  
 -
0 Calls
0 Puts
Communication Equipment | Technology

CRDO CSCO 2 stocks

$1.15 Million 0.11% of portfolio
  2  
 -
  2  
 -
0 Calls
0 Puts
Asset Management | Financial Services

GAM BX NZF PML 4 stocks

$1.14 Million 0.11% of portfolio
  3  
  1  
  3  
 -
0 Calls
0 Puts
Beverages—Non-Alcoholic | Consumer Defensive

PEP KO 2 stocks

$1.08 Million 0.1% of portfolio
  2  
 -
  2  
 -
0 Calls
0 Puts
Health Information Services | Healthcare

VEEV 1 stocks

$967,992 0.09% of portfolio
  1  
 -
  1  
 -
0 Calls
0 Puts
Insurance—Life | Financial Services

AFL 1 stocks

$914,306 0.09% of portfolio
  1  
 -
  1  
 -
0 Calls
0 Puts
Credit Services | Financial Services

V AXP 2 stocks

$873,668 0.08% of portfolio
  1  
  1  
  1  
 -
0 Calls
0 Puts
Financial Conglomerates | Financial Services

VOYA 1 stocks

$856,781 0.08% of portfolio
-
  1  
 - -
0 Calls
0 Puts
Telecom Services | Communication Services

T 1 stocks

$823,561 0.08% of portfolio
  1  
 -
  1  
 -
0 Calls
0 Puts
Residential Construction | Consumer Cyclical

NVR 1 stocks

$817,890 0.08% of portfolio
  1  
 -
  1  
 -
0 Calls
0 Puts
Conglomerates | Industrials

HON 1 stocks

$757,299 0.07% of portfolio
  1  
 -
  1  
 -
0 Calls
0 Puts
Oil & Gas E&P | Energy

COP 1 stocks

$691,224 0.06% of portfolio
  1  
 -
  1  
 -
0 Calls
0 Puts
Apparel Retail | Consumer Cyclical

TJX 1 stocks

$602,508 0.06% of portfolio
  1  
 -
  1  
 -
0 Calls
0 Puts
Oil & Gas Refining & Marketing | Energy

PSX 1 stocks

$482,266 0.05% of portfolio
  1  
 -
  1  
 -
0 Calls
0 Puts
Auto & Truck Dealerships | Consumer Cyclical

CPRT 1 stocks

$474,501 0.04% of portfolio
  1  
 -
  1  
 -
0 Calls
0 Puts
Integrated Freight & Logistics | Industrials

UPS 1 stocks

$404,619 0.04% of portfolio
  1  
 -
  1  
 -
0 Calls
0 Puts
Confectioners | Consumer Defensive

MDLZ 1 stocks

$391,311 0.04% of portfolio
  1  
 -
  1  
 -
0 Calls
0 Puts
Utilities—Renewable | Utilities

CEG 1 stocks

$388,136 0.04% of portfolio
  1  
 -
  1  
 -
0 Calls
0 Puts
Real Estate—Development | Real Estate

OZ 1 stocks

$380,266 0.04% of portfolio
  1  
 -
  1  
 -
0 Calls
0 Puts
Banks—Regional | Financial Services

TFC 1 stocks

$324,851 0.03% of portfolio
  1  
 -
  1  
 -
0 Calls
0 Puts
Insurance—Property & Casualty | Financial Services

ALL 1 stocks

$305,803 0.03% of portfolio
-
  1  
 - -
0 Calls
0 Puts
Real Estate Services | Real Estate

FRPH 1 stocks

$284,185 0.03% of portfolio
  1  
 -
  1  
 -
0 Calls
0 Puts
Biotechnology | Healthcare

NVO ONCY 2 stocks

$282,295 0.03% of portfolio
  2  
 -
  2  
 -
0 Calls
0 Puts
Diversified Machinery | Industrial Goods

XONE 1 stocks

$263,751 0.02% of portfolio
  1  
 -
  1  
 -
0 Calls
0 Puts
Packaged Foods | Consumer Defensive

GIS 1 stocks

$246,790 0.02% of portfolio
  1  
 -
  1  
 -
0 Calls
0 Puts
Security & Protection Services | Industrials

BRC 1 stocks

$242,154 0.02% of portfolio
  1  
 -
  1  
 -
0 Calls
0 Puts
Medical Instruments & Supplies | Healthcare

BDX 1 stocks

$207,133 0.02% of portfolio
  1  
 -
  1  
 -
0 Calls
0 Puts
Financial Data & Stock Exchanges | Financial Services

FDS 1 stocks

$204,119 0.02% of portfolio
  1  
 -
  1  
 -
0 Calls
0 Puts
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