• 13F History

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

13F Filings History

Latest 13F report
Q4 2024 - Jan 31, 2025
Value $
$1.23B
Signature - Title
Ryan J. Warner - Chief Compliance Officer
Location
Westlake, OH
Summary
This page shows a list of all the recent 13F filings made by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors. Form 13F is required to be filed within 45 days of the end of a calendar quarter. C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors reported 337 stock holdings with total value $1.23B as of Q4 2024. Top holdings included DFAC, SPLG, DFAX, DCOR, and VUG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 337 $1.23B +$180M -$117M +$62.7M DFAC, SPLG, DFAX, DCOR, VUG Restatement 1/31/2025, 02:14 PM
Q3 2024 336 $1.18B +$264M -$37M +$227M DFAC, SPLG, DFAX, VUG, VTV 13F-HR 10/8/2024, 03:39 PM
Q2 2024 309 $904M +$153M -$111M +$42.4M DFAC, SPLG, DFAX, VUG, VTV 13F-HR 8/2/2024, 10:27 AM
Q1 2024 322 $845M +$196M -$332M -$136M DFAC, SPLG, DFAX, VUG, AAPL 13F-HR 5/3/2024, 04:31 PM
Q4 2023 258 $921M +$148M -$53.3M +$94.9M DFAC, SPLG, DFAX, ESGU, VUG 13F-HR 2/12/2024, 11:02 AM
Q3 2023 258 $756M +$135M -$69M +$65.7M DFAC, SPLG, DFAX, ESGU, VUG 13F-HR 11/2/2023, 12:08 PM
Q2 2023 229 $715M +$70.8M -$36M +$34.8M DFAC, DFAX, SPLG, ESGU, DFUS 13F-HR 7/21/2023, 01:27 PM
Q1 2023 198 $647M +$320M -$6.72M +$313M DFAC, DFAX, SPLG, ESGU, DFUS 13F-HR 5/5/2023, 04:21 PM
Q4 2022 191 $325M DFAC, DFAX, SPLG, ESGU, DFUS 13F-HR 2/14/2023, 03:23 PM