C2p-Capital-Advisory-Group-Llc-Dba-Prosperity-Capital-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "NVR",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "FNDF",
  "ABT",
  "ABBV",
  null,
  "ALL",
  "GOOGL",
  "AXP",
  "T",
  null,
  null,
  null,
  "CAT",
  "AVGO",
  null,
  "LOW",
  "AVEM",
  null,
  "BSX",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "DUK",
  null,
  "FUN",
  null,
  null,
  null,
  null,
  "GIS",
  null,
  "HON",
  null,
  "HD",
  null,
  "MCD",
  null,
  null,
  "RPM",
  null,
  null,
  "FE",
  "UNP",
  null,
  "QCOM",
  "FSCO",
  null,
  null,
  null,
  "EMXC",
  "ITW",
  null,
  null,
  "ING",
  null,
  "EMR",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MUB",
  null,
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "HEFA",
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "OZ",
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  "GAM",
  null,
  null,
  null,
  "MSFT",
  "MDLZ",
  "MS",
  "EXC",
  null,
  null,
  "NVS",
  null,
  "BX",
  "IJR",
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  "ORCL",
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  null,
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  null,
  null,
  null,
  null,
  "IWF",
  null,
  null,
  "PEP",
  null,
  null,
  "IEMG",
  "IVV",
  null,
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  "UNH",
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  "SPY",
  null,
  null,
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  "PLTR",
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  null,
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  "AMGN",
  null,
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  null,
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  null,
  "RY",
  null,
  "SHW",
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  "RTX",
  "SPDW",
  "GLD",
  null,
  null,
  "SPYG",
  null,
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  "IBM",
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  "UPS",
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  "VV",
  "VOE",
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  null,
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  null,
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  null,
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  "VCIT",
  null,
  null,
  null,
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  null,
  "ONCY",
  "PML",
  null,
  null,
  null,
  "IEF",
  null,
  "TSM",
  null,
  "ETR",
  "VYM",
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  "VOYA",
  "AFL",
  "AXON",
  "AMD",
  "DRI",
  "IWP",
  "IWR",
  "CAH",
  "AEP",
  null,
  null,
  null,
  "NVO",
  "AMZN",
  "SCHB",
  null,
  null,
  "IVE",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "VEU",
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  "VUG",
  "VEA",
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  null,
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  "VBK",
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  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VB",
  "VOO",
  "VTV",
  "VEEV",
  "V",
  "WMT",
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  null,
  null,
  null,
  null,
  "SCHD",
  "ET",
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  "NSC",
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  null,
  "SO",
  "PSX",
  "DIA",
  null,
  null,
  null,
  "MTUM",
  null,
  "IUSV",
  null,
  null,
  "MELI",
  "DGRO",
  null,
  "SPYV",
  null,
  "ESGU",
  null,
  "ADP",
  "BCPC",
  "BAC",
  "BRK-A",
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  "BDX",
  null,
  "BA",
  "BMY",
  "BRC",
  "CDNS",
  "CVX",
  "CSCO",
  "KO",
  "CL",
  "COP",
  "CEG",
  "CPRT",
  "COST",
  "CRDO",
  "DE",
  null,
  null,
  "DFAX",
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  "RSP",
  "NEE",
  "MAR",
  "QQQ",
  null,
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  null,
  null,
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 349
Total Value: 1265711426
Accession Number: 0001172661-25-001702
Form Type: 13F-HR
CIK: c2p-capital-advisory-group-llc-dba-prosperity-capital-advisors
Manager Name: C2p-Capital-Advisory-Group-Llc-Dba-Prosperity-Capital-Advisors

Data Enrichment

55% identified

192 identified157 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

349 positions • $1.3B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:1

Value:$800.3K

% of Portfolio:0.1% ($800.3K/$1.3B)

45783Y673

Shares:25.2K

Value:$789.6K

% of Portfolio:0.1% ($789.6K/$1.3B)

81369Y803

XLK|81369Y803

Shares:3.8K

Value:$780.2K

% of Portfolio:0.1% ($780.2K/$1.3B)

464287101

Shares:2.9K

Value:$779.0K

% of Portfolio:0.1% ($779.0K/$1.3B)

09290C863

Shares:26.9K

Value:$767.6K

% of Portfolio:0.1% ($767.6K/$1.3B)

46429B747

Shares:7.4K

Value:$764.2K

% of Portfolio:0.1% ($764.2K/$1.3B)

032108607

Shares:19.6K

Value:$746.3K

% of Portfolio:0.1% ($746.3K/$1.3B)

PEPSICO INC

PEP|713448108

Shares:5.0K

Value:$743.6K

% of Portfolio:0.1% ($743.6K/$1.3B)

Eaton Corp plc

ETN|G29183103

Shares:2.7K

Value:$739.6K

% of Portfolio:0.1% ($739.6K/$1.3B)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:6.0K

Value:$736.7K

% of Portfolio:0.1% ($736.7K/$1.3B)

LOWES COMPANIES INC

LOW|548661107

Shares:3.1K

Value:$724.7K

% of Portfolio:0.1% ($724.7K/$1.3B)

NVR INC

NVR|62944T105

Shares:100

Value:$721.4K

% of Portfolio:0.1% ($721.4K/$1.3B)

Duke Energy CORP

DUK|26441C204

Shares:5.8K

Value:$703.5K

% of Portfolio:0.1% ($703.5K/$1.3B)

CONOCOPHILLIPS

COP|20825C104

Shares:6.6K

Value:$695.3K

% of Portfolio:0.1% ($695.3K/$1.3B)

464288158

Shares:6.6K

Value:$692.7K

% of Portfolio:0.1% ($692.7K/$1.3B)

MCDONALDS CORP

MCD|580135101

Shares:2.2K

Value:$692.1K

% of Portfolio:0.1% ($692.1K/$1.3B)

25434V815

Shares:24.0K

Value:$676.3K

% of Portfolio:0.1% ($676.3K/$1.3B)

69374H881

Shares:12.3K

Value:$672.9K

% of Portfolio:0.1% ($672.9K/$1.3B)

ALTRIA GROUP, INC.

MO|02209S103

Shares:11.4K

Value:$670.7K

% of Portfolio:0.1% ($670.7K/$1.3B)

464287689

IWV|464287689

Shares:2.1K

Value:$665.6K

% of Portfolio:0.1% ($665.6K/$1.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	1	QoQ NEW(+1) YoY NEW(+1)	All Managers (Combined)	$800.3K	0.1% ($800.3K/$1.3B)	QoQ NEW(+$800.3K) YoY NEW(+$800.3K)
(cusip45783Y673)✕	25.2K	QoQ +0.19% (-50) YoY NEW(+25.2K)	All Managers (Combined)	$789.6K	0.1% ($789.6K/$1.3B)	QoQ -3.66% (-$30.1K) YoY NEW(+$789.6K)
(XLKcusip81369Y803)	3.8K	QoQ -63.57% (-6.5K) YoY -39.45% (-2.4K)	All Managers (Combined)	$780.2K	0.1% ($780.2K/$1.3B)	QoQ -67.42% (-$1.6M) YoY -39.53% (-$510.2K)
(cusip464287101)✕	2.9K	QoQ -17.19% (-596) YoY -17.29% (-600)	All Managers (Combined)	$779.0K	0.1% ($779.0K/$1.3B)	QoQ -22.21% (-$222.5K) YoY -9.28% (-$79.7K)
(cusip09290C863)✕	26.9K	QoQ +62.09% (+10.3K) YoY NEW(+26.9K)	All Managers (Combined)	$767.6K	0.1% ($767.6K/$1.3B)	QoQ +53.09% (+$266.2K) YoY NEW(+$767.6K)
(cusip46429B747)✕	7.4K	QoQ -28.06% (-2.9K) YoY -40.43% (-5.0K)	All Managers (Combined)	$764.2K	0.1% ($764.2K/$1.3B)	QoQ -26.52% (-$275.9K) YoY -38.44% (-$477.3K)
(cusip032108607)✕	19.6K	QoQ -73.37% (-54.1K) YoY NEW(+19.6K)	All Managers (Combined)	$746.3K	0.1% ($746.3K/$1.3B)	QoQ -76.57% (-$2.4M) YoY NEW(+$746.3K)
PEPSICO INC(PEPcusip713448108)	5.0K	QoQ -4.18% (-217) YoY -28.36% (-2.0K)	All Managers (Combined)	$743.6K	0.1% ($743.6K/$1.3B)	QoQ -5.69% (-$44.9K) YoY -38.73% (-$470.2K)
Eaton Corp plc(ETNcusipG29183103)	2.7K	QoQ +5.11% (-130) YoY +49.24% (+882)	All Managers (Combined)	$739.6K	0.1% ($739.6K/$1.3B)	QoQ -12.36% (-$104.3K) YoY +32.07% (+$179.6K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	6.0K	QoQ +20.37% (+1.0K) YoY +25.19% (+1.2K)	All Managers (Combined)	$736.7K	0.1% ($736.7K/$1.3B)	QoQ +22.27% (+$134.2K) YoY +51.49% (+$250.4K)
LOWES COMPANIES INC(LOWcusip548661107)	3.1K	QoQ -4.97% (-162) YoY -36.50% (-1.8K)	All Managers (Combined)	$724.7K	0.1% ($724.7K/$1.3B)	QoQ -9.88% (-$79.5K) YoY -41.66% (-$517.6K)
NVR INC(NVRcusip62944T105)	100	QoQ 0.00% (-0) YoY -50.00% (-100)	All Managers (Combined)	$721.4K	0.1% ($721.4K/$1.3B)	QoQ -11.80% (-$96.5K) YoY -55.47% (-$898.6K)
Duke Energy CORP(DUKcusip26441C204)	5.8K	QoQ +4.85% (+269) YoY -14.04% (-949)	All Managers (Combined)	$703.5K	0.1% ($703.5K/$1.3B)	QoQ +17.84% (+$106.5K) YoY +7.63% (-$49.9K)
CONOCOPHILLIPS(COPcusip20825C104)	6.6K	QoQ -5.35% (-373) YoY -83.29% (-32.9K)	All Managers (Combined)	$695.3K	0.1% ($695.3K/$1.3B)	QoQ +0.58% (-$4.1K) YoY -86.16% (-$4.3M)
(cusip464288158)✕	6.6K	QoQ -12.61% (-947) YoY +236.11% (+4.6K)	All Managers (Combined)	$692.7K	0.1% ($692.7K/$1.3B)	QoQ -12.52% (-$99.2K) YoY +238.89% (+$488.3K)
MCDONALDS CORP(MCDcusip580135101)	2.2K	QoQ -1.25% (-28) YoY -40.18% (-1.5K)	All Managers (Combined)	$692.1K	0.1% ($692.1K/$1.3B)	QoQ +6.78% (-$44.0K) YoY -33.45% (-$347.9K)
(cusip25434V815)✕	24.0K	QoQ NEW(+24.0K) YoY NEW(+24.0K)	All Managers (Combined)	$676.3K	0.1% ($676.3K/$1.3B)	QoQ NEW(+$676.3K) YoY NEW(+$676.3K)
(cusip69374H881)✕	12.3K	QoQ +12.21% (+1.3K) YoY +37.83% (+3.4K)	All Managers (Combined)	$672.9K	0.1% ($672.9K/$1.3B)	QoQ +8.49% (+$52.7K) YoY +29.54% (+$153.5K)
ALTRIA GROUP, INC.(MOcusip02209S103)	11.4K	QoQ +1.08% (+123) YoY -48.03% (-10.5K)	All Managers (Combined)	$670.7K	0.1% ($670.7K/$1.3B)	QoQ +13.66% (+$80.6K) YoY -29.95% (-$286.8K)
(IWVcusip464287689)	2.1K	QoQ -46.70% (-1.8K) YoY -35.86% (-1.2K)	All Managers (Combined)	$665.6K	0.1% ($665.6K/$1.3B)	QoQ -49.14% (-$643.2K) YoY -31.83% (-$310.9K)