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 7 of 18

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JOHNSON & JOHNSON

JNJ|478160104

Shares:9.9K

Value:$1.5M

921946406

VYM|921946406

Shares:11.6K

Value:$1.5M

922908637

VV|922908637

Shares:5.8K

Value:$1.5M

464287242

Shares:13.6K

Value:$1.5M

78468R523

Shares:14.9K

Value:$1.5M

46434V886

Shares:35.2K

Value:$1.5M

464287499

IWR|464287499

Shares:17.1K

Value:$1.5M

46438F101

Shares:29.9K

Value:$1.4M

Alphabet Inc.

GOOGL|02079K305

Shares:9.0K

Value:$1.4M

464287291

Shares:18.3K

Value:$1.4M

922908595

VBK|922908595

Shares:5.5K

Value:$1.4M

72201R833

Shares:13.7K

Value:$1.4M

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:3.2K

Value:$1.3M

LOCKHEED MARTIN CORP

LMT|539830109

Shares:3.0K

Value:$1.3M

464288877

Shares:22.1K

Value:$1.3M

92206C847

VGLT|92206C847

Shares:22.4K

Value:$1.3M

CATERPILLAR INC

CAT|149123101

Shares:3.8K

Value:$1.2M

46429B606

Shares:43.7K

Value:$1.2M

46435G524

Shares:16.7K

Value:$1.2M

Alphabet Inc.

GOOG|02079K107

Shares:7.6K

Value:$1.2M

Instrument	Shares		Other Manager	Value
JOHNSON & JOHNSON(JNJcusip478160104)	9.9K	QoQ -5.56% (-583) YoY -16.35% (-1.9K)	All Managers (Combined)	$1.5M	QoQ +0.07% (-$1.1K) YoY -18.96% (-$355.0K)
(VYMcusip921946406)	11.6K	QoQ +25.85% (+2.4K) YoY +26.47% (+2.4K)	All Managers (Combined)	$1.5M	QoQ +26.90% (+$316.7K) YoY +34.52% (+$383.4K)
(VVcusip922908637)	5.8K	QoQ +0.08% (-5) YoY -7.04% (-438)	All Managers (Combined)	$1.5M	QoQ -4.42% (-$69.0K) YoY +0.01% (-$187)
(cusip464287242)✕	13.6K	QoQ +23.10% (+2.6K) YoY +126.11% (+7.6K)	All Managers (Combined)	$1.5M	QoQ +25.21% (+$297.4K) YoY +125.57% (+$822.3K)
(cusip78468R523)✕	14.9K	QoQ +8.38% (+1.1K) YoY +79.38% (+6.6K)	All Managers (Combined)	$1.5M	QoQ +8.38% (+$114.0K) YoY +78.91% (+$649.9K)
(cusip46434V886)✕	35.2K	QoQ NEW(+35.2K) YoY NEW(+35.2K)	All Managers (Combined)	$1.5M	QoQ NEW(+$1.5M) YoY NEW(+$1.5M)
(IWRcusip464287499)	17.1K	QoQ +95.41% (+8.3K) YoY -45.28% (-14.1K)	All Managers (Combined)	$1.5M	QoQ +88.70% (+$684.2K) YoY -44.46% (-$1.2M)
(cusip46438F101)✕	29.9K	QoQ +29.87% (+6.9K) YoY NEW(+29.9K)	All Managers (Combined)	$1.4M	QoQ +18.24% (+$222.9K) YoY NEW(+$1.4M)
Alphabet Inc.(GOOGLcusip02079K305)	9.0K	QoQ +2.91% (-256) YoY -0.70% (-64)	All Managers (Combined)	$1.4M	QoQ -14.62% (-$243.4K) YoY +3.33% (-$45.9K)
(cusip464287291)✕	18.3K	QoQ -6.60% (-1.3K) YoY -23.37% (-5.6K)	All Managers (Combined)	$1.4M	QoQ -15.92% (-$263.9K) YoY -21.80% (-$388.5K)
(VBKcusip922908595)	5.5K	QoQ -53.48% (-6.3K) YoY +20.24% (+922)	All Managers (Combined)	$1.4M	QoQ -57.98% (-$1.9M) YoY +16.66% (+$197.9K)
(cusip72201R833)✕	13.7K	QoQ +0.55% (+76) YoY -24.22% (-4.4K)	All Managers (Combined)	$1.4M	QoQ +0.47% (+$6.5K) YoY -24.43% (-$445.3K)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	3.2K	QoQ -6.25% (-212) YoY -63.62% (-5.6K)	All Managers (Combined)	$1.3M	QoQ -7.55% (-$109.0K) YoY -61.61% (-$2.1M)
LOCKHEED MARTIN CORP(LMTcusip539830109)	3.0K	QoQ +2.41% (-70) YoY +46.22% (+937)	All Managers (Combined)	$1.3M	QoQ -5.41% (-$76.1K) YoY +44.24% (+$408.0K)
(cusip464288877)✕	22.1K	QoQ -15.65% (-4.1K) YoY +67.96% (+8.9K)	All Managers (Combined)	$1.3M	QoQ -5.15% (-$70.8K) YoY +82.17% (+$587.3K)
(VGLTcusip92206C847)	22.4K	QoQ -25.85% (-7.8K) YoY +88.52% (+10.5K)	All Managers (Combined)	$1.3M	QoQ -22.52% (-$375.9K) YoY +84.06% (+$590.7K)
CATERPILLAR INC(CATcusip149123101)	3.8K	QoQ -2.21% (-85) YoY -4.82% (-190)	All Managers (Combined)	$1.2M	QoQ -10.90% (-$151.7K) YoY -14.13% (-$204.1K)
(cusip46429B606)✕	43.7K	QoQ NEW(+43.7K) YoY NEW(+43.7K)	All Managers (Combined)	$1.2M	QoQ NEW(+$1.2M) YoY NEW(+$1.2M)
(cusip46435G524)✕	16.7K	QoQ +21.64% (+3.0K) YoY +331.75% (+12.9K)	All Managers (Combined)	$1.2M	QoQ +29.82% (+$278.9K) YoY +364.88% (+$952.9K)
Alphabet Inc.(GOOGcusip02079K107)	7.6K	QoQ -0.70% (-54) YoY -19.35% (-1.8K)	All Managers (Combined)	$1.2M	QoQ -17.17% (-$250.5K) YoY -15.84% (-$227.5K)