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",
  "IWS",
  "GAM",
  null,
  null,
  null,
  "MSFT",
  "MDLZ",
  "MS",
  "EXC",
  null,
  null,
  "NVS",
  null,
  "BX",
  "IJR",
  "EFG",
  "ORCL",
  "VGIT",
  null,
  "VHT",
  null,
  null,
  null,
  null,
  "IWF",
  null,
  null,
  "PEP",
  null,
  null,
  "IEMG",
  "IVV",
  null,
  null,
  "UNH",
  "AAPL",
  "SPY",
  null,
  null,
  "NVDA",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  "AMGN",
  null,
  "MSTR",
  "PPG",
  null,
  "FNDX",
  null,
  "ROK",
  null,
  "RY",
  null,
  "SHW",
  "SHOP",
  "RTX",
  "SPDW",
  "GLD",
  null,
  null,
  "SPYG",
  null,
  "SPLG",
  "IBM",
  "CI",
  "TJX",
  "TFC",
  "UPS",
  "BIV",
  "VNQ",
  "VXF",
  "VV",
  "VOE",
  "SCHW",
  null,
  "VWO",
  "IWV",
  null,
  null,
  null,
  null,
  "VCIT",
  null,
  null,
  null,
  null,
  "VIG",
  null,
  "ONCY",
  "PML",
  null,
  null,
  null,
  "IEF",
  null,
  "TSM",
  null,
  "ETR",
  "VYM",
  "MGC",
  "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",
  "VGT",
  "VUG",
  "VEA",
  "VGK",
  "BLV",
  "MGK",
  null,
  "VXUS",
  "VGLT",
  "VBK",
  "BNDX",
  "MGV",
  "VTEB",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VB",
  "VOO",
  "VTV",
  "VEEV",
  "V",
  "WMT",
  "WFC",
  null,
  null,
  null,
  null,
  "SCHD",
  "ET",
  "SCHG",
  "SCHF",
  "NSC",
  "NDSN",
  "NZF",
  null,
  "SO",
  "PSX",
  "DIA",
  null,
  null,
  null,
  "MTUM",
  null,
  "IUSV",
  null,
  null,
  "MELI",
  "DGRO",
  null,
  "SPYV",
  null,
  "ESGU",
  null,
  "ADP",
  "BCPC",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BDX",
  null,
  "BA",
  "BMY",
  "BRC",
  "CDNS",
  "CVX",
  "CSCO",
  "KO",
  "CL",
  "COP",
  "CEG",
  "CPRT",
  "COST",
  "CRDO",
  "DE",
  null,
  null,
  "DFAX",
  "DFAC",
  "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 • $1,265,711.426K total value

349 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 15 of 18

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92206C870

VCIT|92206C870

Shares:4.1K

Value:$332.2K

09789C788

Shares:6.6K

Value:$331.3K

37954Y632

Shares:9.0K

Value:$330.7K

315948109

Shares:4.4K

Value:$328.6K

46654Q203

Shares:6.4K

Value:$328.3K

25434V609

Shares:6.3K

Value:$328.0K

Walt Disney Co

DIS|254687106

Shares:3.3K

Value:$324.7K

46435U135

Shares:6.8K

Value:$322.4K

46641Q779

Shares:5.7K

Value:$322.0K

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:1.9K

Value:$321.7K

TRUIST FINANCIAL CORP

TFC|89832Q109

Shares:7.5K

Value:$307.3K

808524706

Shares:11.0K

Value:$303.7K

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:2.8K

Value:$303.6K

AXON ENTERPRISE, INC.

AXON|05464C101

Shares:559

Value:$302.5K

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:4.9K

Value:$302.3K

PFIZER INC

PFE|717081103

Shares:12.3K

Value:$301.7K

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:4.2K

Value:$301.4K

COLGATE PALMOLIVE CO

CL|194162103

Shares:3.2K

Value:$300.7K

464286202

Shares:11.8K

Value:$297.4K

464286764

Shares:7.8K

Value:$297.2K

Instrument	Shares		Other Manager	Value
(VCITcusip92206C870)	4.1K	QoQ NEW(+4.1K) YoY NEW(+4.1K)	All Managers (Combined)	$332.2K	QoQ NEW(+$332.2K) YoY NEW(+$332.2K)
(cusip09789C788)✕	6.6K	QoQ -2.23% (-151) YoY NEW(+6.6K)	All Managers (Combined)	$331.3K	QoQ -2.22% (-$7.6K) YoY NEW(+$331.3K)
(cusip37954Y632)✕	9.0K	QoQ +11.28% (+913) YoY +12.08% (+971)	All Managers (Combined)	$330.7K	QoQ +5.75% (+$18.0K) YoY +21.20% (+$57.9K)
(cusip315948109)✕	4.4K	QoQ 0.00% (-0) YoY +1.44% (+63)	All Managers (Combined)	$328.6K	QoQ -9.04% (-$32.7K) YoY +21.28% (+$57.7K)
(cusip46654Q203)✕	6.4K	QoQ +5.71% (-344) YoY NEW(+6.4K)	All Managers (Combined)	$328.3K	QoQ -3.22% (-$10.9K) YoY NEW(+$328.3K)
(cusip25434V609)✕	6.3K	QoQ +0.07% (-5) YoY -25.86% (-2.2K)	All Managers (Combined)	$328.0K	QoQ -7.10% (-$25.1K) YoY -29.63% (-$138.1K)
Walt Disney Co(DIScusip254687106)	3.3K	QoQ -1.27% (-43) YoY -45.64% (-2.8K)	All Managers (Combined)	$324.7K	QoQ -13.36% (-$50.1K) YoY -56.59% (-$423.3K)
(cusip46435U135)✕	6.8K	QoQ +12.08% (+733) YoY +39.92% (+1.9K)	All Managers (Combined)	$322.4K	QoQ +8.91% (+$26.4K) YoY +41.59% (+$94.7K)
(cusip46641Q779)✕	5.7K	QoQ -2.07% (-120) YoY -9.86% (-621)	All Managers (Combined)	$322.0K	QoQ -4.64% (-$15.7K) YoY -2.92% (-$9.7K)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	1.9K	QoQ +0.63% (-12) YoY +2.85% (+53)	All Managers (Combined)	$321.7K	QoQ -14.06% (-$52.6K) YoY +27.52% (+$69.4K)
TRUIST FINANCIAL CORP(TFCcusip89832Q109)	7.5K	QoQ +0.04% (-3) YoY -34.74% (-4.0K)	All Managers (Combined)	$307.3K	QoQ -5.38% (-$17.5K) YoY -31.32% (-$140.2K)
(cusip808524706)✕	11.0K	QoQ +1.12% (+122) YoY -23.43% (-3.4K)	All Managers (Combined)	$303.7K	QoQ +5.26% (+$15.2K) YoY -15.94% (-$57.6K)
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	2.8K	QoQ -13.78% (-448) YoY -51.81% (-3.0K)	All Managers (Combined)	$303.6K	QoQ +1.32% (-$4.0K) YoY -39.33% (-$196.9K)
AXON ENTERPRISE, INC.(AXONcusip05464C101)	559	QoQ -20.59% (-145) YoY -44.10% (-441)	All Managers (Combined)	$302.5K	QoQ -27.69% (-$115.9K) YoY -3.30% (-$10.3K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	4.9K	QoQ +1.62% (+78) YoY -42.32% (-3.6K)	All Managers (Combined)	$302.3K	QoQ +6.08% (+$17.3K) YoY -28.57% (-$121.0K)
PFIZER INC(PFEcusip717081103)	12.3K	QoQ +4.53% (-533) YoY -38.29% (-7.6K)	All Managers (Combined)	$301.7K	QoQ -3.31% (-$10.3K) YoY -45.42% (-$251.2K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	4.2K	QoQ +12.87% (+482) YoY NEW(+4.2K)	All Managers (Combined)	$301.4K	QoQ +14.59% (+$38.4K) YoY NEW(+$301.4K)
COLGATE PALMOLIVE CO(CLcusip194162103)	3.2K	QoQ -1.71% (-56) YoY -5.09% (-172)	All Managers (Combined)	$300.7K	QoQ +1.51% (-$4.5K) YoY -1.04% (-$3.2K)
(cusip464286202)✕	11.8K	QoQ NEW(+11.8K) YoY NEW(+11.8K)	All Managers (Combined)	$297.4K	QoQ NEW(+$297.4K) YoY NEW(+$297.4K)
(cusip464286764)✕	7.8K	QoQ NEW(+7.8K) YoY NEW(+7.8K)	All Managers (Combined)	$297.2K	QoQ NEW(+$297.2K) YoY NEW(+$297.2K)