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 8 of 18

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92204A702

VGT|92204A702

Shares:2.2K

Value:$1.2M

JPMORGAN CHASE & CO

JPM|46625H100

Shares:4.9K

Value:$1.2M

464287481

IWP|464287481

Shares:10.0K

Value:$1.2M

97717Y527

Shares:23.2K

Value:$1.2M

78468R606

Shares:48.6K

Value:$1.1M

922908611

VBR|922908611

Shares:6.1K

Value:$1.1M

PROCTER & GAMBLE Co

PG|742718109

Shares:6.6K

Value:$1.1M

AT&T INC.

T|00206R102

Shares:38.9K

Value:$1.1M

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:3.5K

Value:$1.1M

MORGAN STANLEY

MS|617446448

Shares:9.1K

Value:$1.1M

09290C848

Shares:40.6K

Value:$1.0M

VEEVA SYSTEMS INC

VEEV|922475108

Shares:4.6K

Value:$1.0M

46435G102

Shares:12.2K

Value:$1.0M

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:4.3K

Value:$1.0M

AFLAC INC

AFL|001055102

Shares:8.9K

Value:$998.0K

ELI LILLY & Co

LLY|532457108

Shares:1.2K

Value:$993.1K

46436E320

Shares:31.2K

Value:$985.2K

464289438

Shares:4.6K

Value:$980.4K

92189F676

Shares:4.5K

Value:$956.8K

921935870

Shares:9.5K

Value:$955.5K

Instrument	Shares		Other Manager	Value
(VGTcusip92204A702)	2.2K	QoQ -19.12% (-518) YoY +1.85% (+40)	All Managers (Combined)	$1.2M	QoQ -28.89% (-$487.1K) YoY +6.27% (+$70.7K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	4.9K	QoQ +6.74% (+308) YoY -21.75% (-1.4K)	All Managers (Combined)	$1.2M	QoQ +8.49% (+$93.0K) YoY -4.81% (-$60.1K)
(IWPcusip464287481)	10.0K	QoQ -6.31% (-671) YoY +67.05% (+4.0K)	All Managers (Combined)	$1.2M	QoQ -12.38% (-$166.8K) YoY +73.50% (+$499.8K)
(cusip97717Y527)✕	23.2K	QoQ +69.46% (+9.5K) YoY +34.43% (+5.9K)	All Managers (Combined)	$1.2M	QoQ +69.50% (+$478.6K) YoY +34.54% (+$299.7K)
(cusip78468R606)✕	48.6K	QoQ +4.20% (+2.0K) YoY NEW(+48.6K)	All Managers (Combined)	$1.1M	QoQ +3.53% (+$38.8K) YoY NEW(+$1.1M)
(VBRcusip922908611)	6.1K	QoQ -44.86% (-4.9K) YoY +1.40% (-84)	All Managers (Combined)	$1.1M	QoQ -48.03% (-$1.0M) YoY -1.27% (-$14.7K)
PROCTER & GAMBLE Co(PGcusip742718109)	6.6K	QoQ -4.46% (-307) YoY -33.38% (-3.3K)	All Managers (Combined)	$1.1M	QoQ -2.82% (-$32.5K) YoY -29.96% (-$479.1K)
AT&T INC.(Tcusip00206R102)	38.9K	QoQ +7.46% (+2.7K) YoY +16.23% (+5.4K)	All Managers (Combined)	$1.1M	QoQ +34.41% (+$283.4K) YoY +88.08% (+$518.4K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	3.5K	QoQ -22.97% (-1.0K) YoY -47.61% (-3.1K)	All Managers (Combined)	$1.1M	QoQ -19.33% (-$254.2K) YoY -35.70% (-$588.8K)
MORGAN STANLEY(MScusip617446448)	9.1K	QoQ +11.72% (+953) YoY -4.00% (-379)	All Managers (Combined)	$1.1M	QoQ +2.85% (+$29.2K) YoY +18.00% (-$160.4K)
(cusip09290C848)✕	40.6K	QoQ +24.25% (+7.9K) YoY NEW(+40.6K)	All Managers (Combined)	$1.0M	QoQ +30.10% (+$243.0K) YoY NEW(+$1.0M)
VEEVA SYSTEMS INC(VEEVcusip922475108)	4.6K	QoQ 0.00% (+0) YoY +0.74% (-34)	All Managers (Combined)	$1.0M	QoQ +8.39% (+$81.3K) YoY -0.90% (-$9.6K)
(cusip46435G102)✕	12.2K	QoQ -8.59% (-1.1K) YoY +286.31% (+9.0K)	All Managers (Combined)	$1.0M	QoQ -9.92% (-$112.3K) YoY +305.23% (+$767.3K)
NORFOLK SOUTHERN CORP(NSCcusip655844108)	4.3K	QoQ +0.09% (+4) YoY -47.58% (-3.9K)	All Managers (Combined)	$1.0M	QoQ +0.91% (+$9.2K) YoY -51.33% (-$1.1M)
AFLAC INC(AFLcusip001055102)	8.9K	QoQ +0.40% (+36) YoY -44.11% (-7.0K)	All Managers (Combined)	$998.0K	QoQ +9.15% (+$83.7K) YoY -26.81% (-$365.6K)
ELI LILLY & Co(LLYcusip532457108)	1.2K	QoQ -17.13% (-255) YoY -24.81% (-407)	All Managers (Combined)	$993.1K	QoQ -13.59% (-$156.3K) YoY -22.20% (-$283.5K)
(cusip46436E320)✕	31.2K	QoQ +20.15% (+5.2K) YoY NEW(+31.2K)	All Managers (Combined)	$985.2K	QoQ +19.35% (+$159.8K) YoY NEW(+$985.2K)
(cusip464289438)✕	4.6K	QoQ -9.67% (-494) YoY -5.15% (-251)	All Managers (Combined)	$980.4K	QoQ -18.48% (-$222.4K) YoY +3.30% (-$31.4K)
(cusip92189F676)✕	4.5K	QoQ +14.26% (+562) YoY +22.83% (+837)	All Managers (Combined)	$956.8K	QoQ +0.25% (+$2.4K) YoY +16.02% (+$132.1K)
(cusip921935870)✕	9.5K	QoQ NEW(+9.5K) YoY NEW(+9.5K)	All Managers (Combined)	$955.5K	QoQ NEW(+$955.5K) YoY NEW(+$955.5K)