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",
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  null,
  "ALL",
  "GOOGL",
  "AXP",
  "T",
  null,
  null,
  null,
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  null,
  "LOW",
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  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "DUK",
  null,
  "FUN",
  null,
  null,
  null,
  null,
  "GIS",
  null,
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  null,
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  null,
  "MCD",
  null,
  null,
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  null,
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  "FE",
  "UNP",
  null,
  "QCOM",
  "FSCO",
  null,
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  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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  null,
  null,
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  "MS",
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  null,
  null,
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  null,
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  "IJR",
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  "ORCL",
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  null,
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  null,
  null,
  null,
  null,
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  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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  "LMT",
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  null,
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  null,
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  "ROK",
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  "RY",
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  "SHW",
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  "RTX",
  "SPDW",
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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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  null,
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  "PML",
  null,
  null,
  null,
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  null,
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  null,
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  "VOYA",
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  "AXON",
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  "DRI",
  "IWP",
  "IWR",
  "CAH",
  "AEP",
  null,
  null,
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  "NVO",
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  "SCHB",
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  "VOO",
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  "WMT",
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  null,
  null,
  null,
  null,
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  null,
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  "PSX",
  "DIA",
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  "CRDO",
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  null,
  null,
  "DFAX",
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  "RSP",
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  "MAR",
  "QQQ",
  null,
  "MDY",
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  "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 • $1,265,711.426K total value

349 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 13 of 18

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BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:4.6K

Value:$463.1K

QUALCOMM INC/DE

QCOM|747525103

Shares:3.0K

Value:$461.6K

389637109

Shares:6.8K

Value:$455.5K

FIRSTENERGY CORP

FE|337932107

Shares:11.2K

Value:$453.1K

Mondelez International, Inc.

MDLZ|609207105

Shares:6.7K

Value:$450.4K

003261104

Shares:21.0K

Value:$450.3K

45782C383

Shares:11.1K

Value:$442.5K

808524797

SCHD|808524797

Shares:15.8K

Value:$441.2K

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:4.0K

Value:$438.8K

25434V724

Shares:10.6K

Value:$434.9K

MERCADOLIBRE INC

MELI|58733R102

Shares:226

Value:$432.8K

922908553

VNQ|922908553

Shares:4.7K

Value:$427.2K

464287150

ITOT|464287150

Shares:3.4K

Value:$419.9K

808524755

FNDF|808524755

Shares:11.4K

Value:$414.7K

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:6.8K

Value:$405.9K

46436E866

Shares:17.4K

Value:$405.3K

BALCHEM CORP

BCPC|057665200

Shares:2.4K

Value:$401.4K

464287549

Shares:4.4K

Value:$401.3K

Blackstone Inc.

BX|09260D107

Shares:2.7K

Value:$391.3K

AMGEN INC

AMGN|031162100

Shares:1.3K

Value:$390.6K

Instrument	Shares		Other Manager	Value
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	4.6K	QoQ +16.00% (+631) YoY NEW(+4.6K)	All Managers (Combined)	$463.1K	QoQ +31.48% (+$110.9K) YoY NEW(+$463.1K)
QUALCOMM INC/DE(QCOMcusip747525103)	3.0K	QoQ -3.64% (-114) YoY -13.92% (-488)	All Managers (Combined)	$461.6K	QoQ -3.98% (-$19.1K) YoY -22.18% (-$131.6K)
(cusip389637109)✕	6.8K	QoQ -2.33% (-162) YoY -45.10% (-5.6K)	All Managers (Combined)	$455.5K	QoQ -11.37% (-$58.4K) YoY -41.62% (-$324.8K)
FIRSTENERGY CORP(FEcusip337932107)	11.2K	QoQ +0.81% (+91) YoY NEW(+11.2K)	All Managers (Combined)	$453.1K	QoQ +2.38% (+$10.6K) YoY NEW(+$453.1K)
Mondelez International, Inc.(MDLZcusip609207105)	6.7K	QoQ +1.60% (+105) YoY -50.96% (-6.9K)	All Managers (Combined)	$450.4K	QoQ +15.08% (+$59.0K) YoY -52.60% (-$499.9K)
(cusip003261104)✕	21.0K	QoQ 0.00% (+1) YoY -12.10% (-2.9K)	All Managers (Combined)	$450.3K	QoQ +8.60% (+$35.7K) YoY -4.63% (-$21.9K)
(cusip45782C383)✕	11.1K	QoQ +73.84% (+4.7K) YoY +52.76% (+3.8K)	All Managers (Combined)	$442.5K	QoQ +72.97% (+$186.7K) YoY +65.96% (+$175.9K)
(SCHDcusip808524797)	15.8K	QoQ +20.93% (+2.7K) YoY +31.62% (-3.8K)	All Managers (Combined)	$441.2K	QoQ +23.37% (+$83.6K) YoY -54.50% (-$528.4K)
UNITED PARCEL SERVICE INC(UPScusip911312106)	4.0K	QoQ +25.11% (+806) YoY -31.43% (-1.8K)	All Managers (Combined)	$438.8K	QoQ +8.43% (+$34.1K) YoY -49.59% (-$431.7K)
(cusip25434V724)✕	10.6K	QoQ -3.63% (-399) YoY -45.64% (-8.9K)	All Managers (Combined)	$434.9K	QoQ -3.07% (-$13.8K) YoY -45.30% (-$360.2K)
MERCADOLIBRE INC(MELIcusip58733R102)	226	QoQ -3.82% (-9) YoY NEW(+226)	All Managers (Combined)	$432.8K	QoQ +8.30% (-$33.2K) YoY NEW(+$432.8K)
(VNQcusip922908553)	4.7K	QoQ +1.20% (+56) YoY -14.78% (-818)	All Managers (Combined)	$427.2K	QoQ +2.93% (+$12.2K) YoY -10.73% (-$51.4K)
(ITOTcusip464287150)	3.4K	QoQ +44.84% (+1.1K) YoY NEW(+3.4K)	All Managers (Combined)	$419.9K	QoQ +37.94% (+$115.5K) YoY NEW(+$419.9K)
(FNDFcusip808524755)	11.4K	QoQ NEW(+11.4K) YoY NEW(+11.4K)	All Managers (Combined)	$414.7K	QoQ NEW(+$414.7K) YoY NEW(+$414.7K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	6.8K	QoQ NEW(+6.8K) YoY +53.82% (+2.4K)	All Managers (Combined)	$405.9K	QoQ NEW(+$405.9K) YoY +68.90% (+$165.6K)
(cusip46436E866)✕	17.4K	QoQ -14.03% (-2.8K) YoY +69.25% (+7.1K)	All Managers (Combined)	$405.3K	QoQ -14.10% (-$66.6K) YoY +69.77% (+$166.6K)
BALCHEM CORP(BCPCcusip057665200)	2.4K	QoQ 0.00% (+0) YoY -50.00% (-2.4K)	All Managers (Combined)	$401.4K	QoQ +2.60% (+$10.2K) YoY -46.03% (-$342.4K)
(cusip464287549)✕	4.4K	QoQ +2.24% (-96) YoY +4.93% (+206)	All Managers (Combined)	$401.3K	QoQ -8.31% (-$36.4K) YoY +11.53% (+$41.5K)
Blackstone Inc.(BXcusip09260D107)	2.7K	QoQ +35.77% (+722) YoY +41.38% (+802)	All Managers (Combined)	$391.3K	QoQ +12.44% (+$43.3K) YoY +53.69% (+$136.7K)
AMGEN INC(AMGNcusip031162100)	1.3K	QoQ -0.07% (-1) YoY -32.98% (-626)	All Managers (Combined)	$390.6K	QoQ +17.70% (-$58.8K) YoY -27.71% (-$149.7K)