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,
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  null,
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  "FNDF",
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  null,
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  null,
  null,
  null,
  null,
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  null,
  null,
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  null,
  null,
  null,
  null,
  null,
  "DUK",
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  "FUN",
  null,
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  null,
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  "GIS",
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  null,
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  null,
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  "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,
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  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
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  "OZ",
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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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  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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  null,
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  null,
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  null,
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  "VOYA",
  "AFL",
  "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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  "IVE",
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  null,
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  "VEU",
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  "VOO",
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  null,
  null,
  null,
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  null,
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  null,
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  null,
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  "MO",
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  "VTI",
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]

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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UNION PACIFIC CORP

UNP|907818108

Shares:1.1K

Value:$254.7K

% of Portfolio:0.0% ($254.7K/$1.3B)

37954Y475

Shares:6.4K

Value:$253.4K

% of Portfolio:0.0% ($253.4K/$1.3B)

464287614

IWF|464287614

Shares:695

Value:$252.9K

% of Portfolio:0.0% ($252.9K/$1.3B)

DEERE & CO

DE|244199105

Shares:527

Value:$252.1K

% of Portfolio:0.0% ($252.1K/$1.3B)

09789C861

Shares:5.1K

Value:$250.8K

% of Portfolio:0.0% ($250.8K/$1.3B)

316092600

Shares:3.6K

Value:$243.4K

% of Portfolio:0.0% ($243.4K/$1.3B)

808524300

SCHG|808524300

Shares:9.5K

Value:$239.7K

% of Portfolio:0.0% ($239.7K/$1.3B)

37954Y459

Shares:15.8K

Value:$238.7K

% of Portfolio:0.0% ($238.7K/$1.3B)

PPG INDUSTRIES INC

PPG|693506107

Shares:2.1K

Value:$234.2K

% of Portfolio:0.0% ($234.2K/$1.3B)

BRADY CORP

BRC|104674106

Shares:3.3K

Value:$233.7K

% of Portfolio:0.0% ($233.7K/$1.3B)

GENERAL MILLS INC

GIS|370334104

Shares:3.9K

Value:$233.4K

% of Portfolio:0.0% ($233.4K/$1.3B)

Cigna Group

CI|125523100

Shares:700

Value:$232.0K

% of Portfolio:0.0% ($232.0K/$1.3B)

45783Y251

Shares:8.6K

Value:$231.5K

% of Portfolio:0.0% ($231.5K/$1.3B)

EXELON CORP

EXC|30161N101

Shares:4.9K

Value:$224.6K

% of Portfolio:0.0% ($224.6K/$1.3B)

Nuveen Municipal Credit Income Fund

NZF|67070X101

Shares:17.8K

Value:$219.8K

% of Portfolio:0.0% ($219.8K/$1.3B)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:4.7K

Value:$212.5K

% of Portfolio:0.0% ($212.5K/$1.3B)

464289446

Shares:1.5K

Value:$212.3K

% of Portfolio:0.0% ($212.3K/$1.3B)

NOVO NORDISK A S

NVO|670100205

Shares:3.1K

Value:$211.5K

% of Portfolio:0.0% ($211.5K/$1.3B)

CARDINAL HEALTH INC

CAH|14149Y108

Shares:1.5K

Value:$209.5K

% of Portfolio:0.0% ($209.5K/$1.3B)

SOUTHERN CO

SO|842587107

Shares:2.3K

Value:$208.2K

% of Portfolio:0.0% ($208.2K/$1.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
UNION PACIFIC CORP(UNPcusip907818108)	1.1K	QoQ +21.63% (+191) YoY -13.87% (-173)	All Managers (Combined)	$254.7K	0.0% ($254.7K/$1.3B)	QoQ +26.45% (+$53.3K) YoY -16.98% (-$52.1K)
(cusip37954Y475)✕	6.4K	QoQ +5.18% (-316) YoY NEW(+6.4K)	All Managers (Combined)	$253.4K	0.0% ($253.4K/$1.3B)	QoQ -0.83% (-$2.1K) YoY NEW(+$253.4K)
(IWFcusip464287614)	695	QoQ +3.73% (-25) YoY -17.84% (-151)	All Managers (Combined)	$252.9K	0.0% ($252.9K/$1.3B)	QoQ -5.99% (-$16.1K) YoY -11.29% (-$32.2K)
DEERE & CO(DEcusip244199105)	527	QoQ -0.18% (-1) YoY -28.20% (-207)	All Managers (Combined)	$252.1K	0.0% ($252.1K/$1.3B)	QoQ +12.70% (-$28.4K) YoY -16.36% (-$49.3K)
(cusip09789C861)✕	5.1K	QoQ -4.95% (-264) YoY NEW(+5.1K)	All Managers (Combined)	$250.8K	0.0% ($250.8K/$1.3B)	QoQ -4.91% (-$13.0K) YoY NEW(+$250.8K)
(cusip316092600)✕	3.6K	QoQ NEW(+3.6K) YoY NEW(+3.6K)	All Managers (Combined)	$243.4K	0.0% ($243.4K/$1.3B)	QoQ NEW(+$243.4K) YoY NEW(+$243.4K)
(SCHGcusip808524300)	9.5K	QoQ +2.11% (-197) YoY +95.39% (-4.6K)	All Managers (Combined)	$239.7K	0.0% ($239.7K/$1.3B)	QoQ -7.50% (-$19.5K) YoY -46.80% (-$210.9K)
(cusip37954Y459)✕	15.8K	QoQ +5.79% (-865) YoY NEW(+15.8K)	All Managers (Combined)	$238.7K	0.0% ($238.7K/$1.3B)	QoQ -2.23% (-$5.5K) YoY NEW(+$238.7K)
PPG INDUSTRIES INC(PPGcusip693506107)	2.1K	QoQ 0.00% (-0) YoY -1.33% (-29)	All Managers (Combined)	$234.2K	0.0% ($234.2K/$1.3B)	QoQ -8.78% (-$22.6K) YoY -25.79% (-$81.4K)
BRADY CORP(BRCcusip104674106)	3.3K	QoQ 0.00% (-0) YoY NEW(+3.3K)	All Managers (Combined)	$233.7K	0.0% ($233.7K/$1.3B)	QoQ -3.50% (-$8.5K) YoY NEW(+$233.7K)
GENERAL MILLS INC(GIScusip370334104)	3.9K	QoQ +0.98% (-38) YoY -40.22% (-2.6K)	All Managers (Combined)	$233.4K	0.0% ($233.4K/$1.3B)	QoQ -5.43% (-$13.4K) YoY -48.98% (-$224.1K)
Cigna Group(CIcusip125523100)	700	QoQ -5.14% (-38) YoY -59.53% (-1.0K)	All Managers (Combined)	$232.0K	0.0% ($232.0K/$1.3B)	QoQ +13.82% (-$28.2K) YoY -63.08% (-$396.3K)
(cusip45783Y251)✕	8.6K	QoQ -0.01% (-1) YoY NEW(+8.6K)	All Managers (Combined)	$231.5K	0.0% ($231.5K/$1.3B)	QoQ -0.77% (-$1.8K) YoY NEW(+$231.5K)
EXELON CORP(EXCcusip30161N101)	4.9K	QoQ NEW(+4.9K) YoY NEW(+4.9K)	All Managers (Combined)	$224.6K	0.0% ($224.6K/$1.3B)	QoQ NEW(+$224.6K) YoY NEW(+$224.6K)
Nuveen Municipal Credit Income Fund(NZFcusip67070X101)	17.8K	QoQ 0.00% (+0) YoY -4.61% (-860)	All Managers (Combined)	$219.8K	0.0% ($219.8K/$1.3B)	QoQ +1.47% (+$3.2K) YoY -3.75% (-$8.6K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	4.7K	QoQ NEW(+4.7K) YoY -45.45% (-3.9K)	All Managers (Combined)	$212.5K	0.0% ($212.5K/$1.3B)	QoQ NEW(+$212.5K) YoY -41.01% (-$147.8K)
(cusip464289446)✕	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$212.3K	0.0% ($212.3K/$1.3B)	QoQ NEW(+$212.3K) YoY NEW(+$212.3K)
NOVO NORDISK A S(NVOcusip670100205)	3.1K	QoQ -0.44% (-14) YoY -7.35% (-247)	All Managers (Combined)	$211.5K	0.0% ($211.5K/$1.3B)	QoQ -21.24% (-$57.1K) YoY -50.91% (-$219.4K)
CARDINAL HEALTH INC(CAHcusip14149Y108)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$209.5K	0.0% ($209.5K/$1.3B)	QoQ NEW(+$209.5K) YoY NEW(+$209.5K)
SOUTHERN CO(SOcusip842587107)	2.3K	QoQ -80.52% (-9.4K) YoY -88.95% (-18.3K)	All Managers (Combined)	$208.2K	0.0% ($208.2K/$1.3B)	QoQ -78.27% (-$750.2K) YoY -85.85% (-$1.3M)