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 3 of 18

Sort by:

45782C805

Shares:218.5K

Value:$6.5M

922908769

VTI|922908769

Shares:21.8K

Value:$6.0M

464285204

Shares:101.8K

Value:$6.0M

NVIDIA CORP

NVDA|67066G104

Shares:53.9K

Value:$5.9M

464287200

IVV|464287200

Shares:10.3K

Value:$5.8M

46138G649

Shares:27.7K

Value:$5.4M

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:9.4K

Value:$5.0M

92206C771

Shares:108.4K

Value:$5.0M

921937819

BIV|921937819

Shares:63.8K

Value:$4.9M

HOME DEPOT, INC.

HD|437076102

Shares:13.3K

Value:$4.9M

921937793

BLV|921937793

Shares:67.7K

Value:$4.8M

AMAZON COM INC

AMZN|023135106

Shares:24.5K

Value:$4.7M

45782C730

Shares:138.8K

Value:$4.6M

AbbVie Inc.

ABBV|00287Y109

Shares:21.6K

Value:$4.5M

45782C375

Shares:123.7K

Value:$4.4M

45782C292

Shares:131.1K

Value:$4.4M

45782C425

Shares:135.5K

Value:$4.4M

45782C565

Shares:128.2K

Value:$4.4M

45782C672

Shares:125.2K

Value:$4.4M

45782C649

Shares:125.8K

Value:$4.3M

Instrument	Shares		Other Manager	Value
(cusip45782C805)✕	218.5K	QoQ +7.60% (+15.4K) YoY +68.41% (+88.7K)	All Managers (Combined)	$6.5M	QoQ +4.45% (+$278.7K) YoY +79.00% (+$2.9M)
(VTIcusip922908769)	21.8K	QoQ -4.31% (-983) YoY +4.95% (+1.0K)	All Managers (Combined)	$6.0M	QoQ -8.95% (-$591.3K) YoY +11.35% (+$613.1K)
(cusip464285204)✕	101.8K	QoQ +115.36% (+54.5K) YoY NEW(+101.8K)	All Managers (Combined)	$6.0M	QoQ +156.03% (+$3.7M) YoY NEW(+$6.0M)
NVIDIA CORP(NVDAcusip67066G104)	53.9K	QoQ +40.28% (+15.5K) YoY +2602.05% (+51.9K)	All Managers (Combined)	$5.9M	QoQ +15.07% (+$778.1K) YoY +229.39% (+$4.1M)
(IVVcusip464287200)	10.3K	QoQ +2.60% (-262) YoY +22.25% (+1.9K)	All Managers (Combined)	$5.8M	QoQ -1.74% (-$103.3K) YoY +31.11% (+$1.4M)
(cusip46138G649)✕	27.7K	QoQ +86.06% (+12.8K) YoY +1364.65% (+25.8K)	All Managers (Combined)	$5.4M	QoQ +72.05% (+$2.3M) YoY +1460.14% (+$5.0M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	9.4K	QoQ -3.79% (-372) YoY +48.86% (+3.1K)	All Managers (Combined)	$5.0M	QoQ +13.13% (-$584.0K) YoY +88.69% (+$2.4M)
(cusip92206C771)✕	108.4K	QoQ +1.92% (+2.0K) YoY +80.26% (+48.3K)	All Managers (Combined)	$5.0M	QoQ +4.17% (+$201.3K) YoY +83.16% (+$2.3M)
(BIVcusip921937819)	63.8K	QoQ -0.98% (-632) YoY +74.03% (+27.1K)	All Managers (Combined)	$4.9M	QoQ +1.40% (-$67.8K) YoY +76.63% (+$2.1M)
HOME DEPOT, INC.(HDcusip437076102)	13.3K	QoQ +3.81% (-488) YoY -40.30% (-9.0K)	All Managers (Combined)	$4.9M	QoQ -2.44% (-$122.0K) YoY -43.11% (-$3.7M)
(BLVcusip921937793)	67.7K	QoQ +0.67% (+457) YoY +88.69% (+31.8K)	All Managers (Combined)	$4.8M	QoQ +3.86% (+$177.6K) YoY +84.15% (+$2.2M)
AMAZON COM INC(AMZNcusip023135106)	24.5K	QoQ +10.73% (-2.4K) YoY -28.16% (-9.6K)	All Managers (Combined)	$4.7M	QoQ -3.00% (-$145.9K) YoY -23.46% (-$1.4M)
(cusip45782C730)✕	138.8K	QoQ +13.02% (+16.0K) YoY +134.87% (+79.7K)	All Managers (Combined)	$4.6M	QoQ +11.03% (+$458.2K) YoY +151.56% (+$2.8M)
AbbVie Inc.(ABBVcusip00287Y109)	21.6K	QoQ +2.78% (+585) YoY +3.65% (+761)	All Managers (Combined)	$4.5M	QoQ +19.30% (+$720.6K) YoY +17.41% (+$660.6K)
(cusip45782C375)✕	123.7K	QoQ +13.59% (+14.8K) YoY +200.30% (+82.5K)	All Managers (Combined)	$4.4M	QoQ +13.34% (+$518.4K) YoY +227.42% (+$3.1M)
(cusip45782C292)✕	131.1K	QoQ +13.57% (+15.7K) YoY +171.49% (+82.8K)	All Managers (Combined)	$4.4M	QoQ +13.42% (+$521.0K) YoY +201.18% (+$2.9M)
(cusip45782C425)✕	135.5K	QoQ +16.64% (+19.3K) YoY +209.24% (+91.7K)	All Managers (Combined)	$4.4M	QoQ +13.83% (+$534.7K) YoY +226.06% (+$3.0M)
(cusip45782C565)✕	128.2K	QoQ +14.46% (+16.2K) YoY +194.85% (+84.7K)	All Managers (Combined)	$4.4M	QoQ +12.60% (+$488.8K) YoY +207.16% (+$2.9M)
(cusip45782C672)✕	125.2K	QoQ +14.20% (+15.6K) YoY +182.09% (+80.8K)	All Managers (Combined)	$4.4M	QoQ +11.73% (+$456.8K) YoY +200.14% (+$2.9M)
(cusip45782C649)✕	125.8K	QoQ +14.51% (+15.9K) YoY +167.93% (+78.9K)	All Managers (Combined)	$4.3M	QoQ +12.17% (+$470.9K) YoY +180.40% (+$2.8M)