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 6 of 18

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464288414

MUB|464288414

Shares:19.4K

Value:$2.0M

464288513

Shares:24.8K

Value:$2.0M

46138E354

Shares:25.7K

Value:$1.9M

46429B655

Shares:37.6K

Value:$1.9M

81369Y605

Shares:38.2K

Value:$1.9M

38150K103

Shares:61.5K

Value:$1.9M

92206C409

Shares:23.9K

Value:$1.9M

46434V613

Shares:40.5K

Value:$1.9M

00162Q452

Shares:34.2K

Value:$1.8M

SHERWIN WILLIAMS CO

SHW|824348106

Shares:5.1K

Value:$1.8M

464287457

Shares:21.5K

Value:$1.8M

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:3.1K

Value:$1.7M

33735K108

Shares:12.8K

Value:$1.7M

97717W588

Shares:28.6K

Value:$1.7M

336917109

Shares:39.2K

Value:$1.7M

464287523

Shares:9.0K

Value:$1.7M

46137V399

Shares:75.6K

Value:$1.7M

025072604

AVEM|025072604

Shares:27.8K

Value:$1.7M

Philip Morris International Inc.

PM|718172109

Shares:10.2K

Value:$1.6M

46137V357

RSP|46137V357

Shares:9.1K

Value:$1.6M

Instrument	Shares		Other Manager	Value
(MUBcusip464288414)	19.4K	QoQ +18.23% (+3.0K) YoY +136.53% (+11.2K)	All Managers (Combined)	$2.0M	QoQ +17.08% (+$298.1K) YoY +131.94% (+$1.2M)
(cusip464288513)✕	24.8K	QoQ -30.54% (-10.9K) YoY NEW(+24.8K)	All Managers (Combined)	$2.0M	QoQ -30.50% (-$857.1K) YoY NEW(+$2.0M)
(cusip46138E354)✕	25.7K	QoQ +646.84% (+22.2K) YoY +518.44% (+21.5K)	All Managers (Combined)	$1.9M	QoQ +696.28% (+$1.7M) YoY +600.90% (+$1.6M)
(cusip46429B655)✕	37.6K	QoQ +17.54% (+5.6K) YoY -28.69% (-15.1K)	All Managers (Combined)	$1.9M	QoQ +17.54% (+$285.5K) YoY -28.94% (-$779.3K)
(cusip81369Y605)✕	38.2K	QoQ +54.34% (+13.4K) YoY NEW(+38.2K)	All Managers (Combined)	$1.9M	QoQ +58.87% (+$703.5K) YoY NEW(+$1.9M)
(cusip38150K103)✕	61.5K	QoQ NEW(+61.5K) YoY NEW(+61.5K)	All Managers (Combined)	$1.9M	QoQ NEW(+$1.9M) YoY NEW(+$1.9M)
(cusip92206C409)✕	23.9K	QoQ +134.91% (+13.7K) YoY -31.21% (-10.8K)	All Managers (Combined)	$1.9M	QoQ +137.09% (+$1.1M) YoY -29.94% (-$803.2K)
(cusip46434V613)✕	40.5K	QoQ +0.46% (+189) YoY +41.80% (+12.0K)	All Managers (Combined)	$1.9M	QoQ +2.33% (+$42.6K) YoY +43.20% (+$563.2K)
(cusip00162Q452)✕	34.2K	QoQ -31.20% (-15.5K) YoY +2.07% (+695)	All Managers (Combined)	$1.8M	QoQ -25.34% (-$607.1K) YoY +12.39% (+$197.3K)
SHERWIN WILLIAMS CO(SHWcusip824348106)	5.1K	QoQ +601.80% (+4.3K) YoY +306.66% (+3.8K)	All Managers (Combined)	$1.8M	QoQ +624.83% (+$1.5M) YoY +311.14% (+$1.3M)
(cusip464287457)✕	21.5K	QoQ NEW(+21.5K) YoY NEW(+21.5K)	All Managers (Combined)	$1.8M	QoQ NEW(+$1.8M) YoY NEW(+$1.8M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	3.1K	QoQ -28.24% (-1.2K) YoY -80.28% (-12.7K)	All Managers (Combined)	$1.7M	QoQ -31.30% (-$795.1K) YoY -78.85% (-$6.5M)
(cusip33735K108)✕	12.8K	QoQ NEW(+12.8K) YoY NEW(+12.8K)	All Managers (Combined)	$1.7M	QoQ NEW(+$1.7M) YoY NEW(+$1.7M)
(cusip97717W588)✕	28.6K	QoQ NEW(+28.6K) YoY NEW(+28.6K)	All Managers (Combined)	$1.7M	QoQ NEW(+$1.7M) YoY NEW(+$1.7M)
(cusip336917109)✕	39.2K	QoQ NEW(+39.2K) YoY NEW(+39.2K)	All Managers (Combined)	$1.7M	QoQ NEW(+$1.7M) YoY NEW(+$1.7M)
(cusip464287523)✕	9.0K	QoQ -10.09% (-1.0K) YoY -15.79% (-1.7K)	All Managers (Combined)	$1.7M	QoQ -21.50% (-$463.8K) YoY -29.84% (-$720.2K)
(cusip46137V399)✕	75.6K	QoQ NEW(+75.6K) YoY NEW(+75.6K)	All Managers (Combined)	$1.7M	QoQ NEW(+$1.7M) YoY NEW(+$1.7M)
(AVEMcusip025072604)	27.8K	QoQ -4.85% (-1.4K) YoY +81.68% (+12.5K)	All Managers (Combined)	$1.7M	QoQ -1.90% (-$32.7K) YoY +90.00% (+$796.8K)
Philip Morris International Inc.(PMcusip718172109)	10.2K	QoQ -1.54% (-160) YoY -51.43% (-10.8K)	All Managers (Combined)	$1.6M	QoQ +29.33% (-$365.5K) YoY -16.20% (-$311.5K)
(RSPcusip46137V357)	9.1K	QoQ +5.61% (+481) YoY NEW(+9.1K)	All Managers (Combined)	$1.6M	QoQ +4.51% (+$67.9K) YoY NEW(+$1.6M)