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  Name: C2P Capital Advisory Group LLC d.b.a. Prosperity C
  City: Westlake
  State: OH
  Zip: 44145
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-09-30
  Total Value : $1,175,318,000
  Total Value Change : $270,591,000
  Securities Held Change : 27
   
All Securities Held : 336
  New Positions : 38
  Closed Positions : 22
  Increased Positions : 199
  Unchanged Positions : 18
  Decreased Positions : 81

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Holdings Found : 37     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (DFGX)1 Year Chart         DFGX Dimensional Global Ex Us Co... 45 New $0.00 $4,912,000 90,776 0.42% 4,912,000 90,776 1.02    N/A
   (DGCB)1 Year Chart         DGCB Dimensional Global Credit Etf 51 New $0.00 $4,735,000 86,342 0.4% 4,735,000 86,342 0.959    N/A
   (PDBC)1 Year Chart         PDBC Invesco Actively Managd ETF 67 New $13.56 $3,550,000 264,363 0.3% 3,550,000 264,363 0.029    N/A
   (EEM)1 Year Chart         EEM iShares MSCI Emrg Mkt Income 69 New $44.74 $3,503,000 76,375 0.3% 3,503,000 76,375 0.001    Closed - End Fund - E...
   (SHY)1 Year Chart         SHY Ishares Barclays 1-3 Treasu... 80 New $82.34 $2,980,000 35,842 0.25% 2,980,000 35,842 0.004    Closed - End Fund - E...
   (NJUL)1 Year Chart         NJUL Innovator ETFs Tr 84 New $0.00 $2,550,000 41,932 0.22% 2,550,000 41,932 0.466    N/A
   (PTLC)1 Year Chart         PTLC Pacer Trendpilot 750 Etf 91 New $0.00 $2,276,000 43,308 0.19% 2,276,000 43,308 0.072    N/A
   (AJUL)1 Year Chart         AJUL Innovator Etfs Trust New $0.00 $2,209,000 82,014 0.19% 2,209,000 82,014 0.911    N/A
   (PINK)1 Year Chart         PINK Simplify Health Care Etf 93 New $0.00 $2,189,000 66,678 0.19% 2,189,000 66,678 0.409    N/A
   (BLOK)1 Year Chart         BLOK Amplify Transformational Da... 102 New $41.77 $1,967,000 52,436 0.17% 1,967,000 52,436 0.193    N/A
   (EWUS)1 Year Chart         EWUS Ishares Msci United Kingdom... 105 New $0.00 $1,923,000 48,683 0.16% 1,923,000 48,683 0.974    N/A
   (XDSQ)1 Year Chart         XDSQ Innovator Us Equity Acceler... 130 New $0.00 $1,277,000 36,417 0.11% 1,277,000 36,417 0.404    N/A
   (XUSP)1 Year Chart         XUSP Innovator Uncapped Accelera... 134 New $0.00 $1,247,000 31,526 0.11% 1,247,000 31,526 0.35    N/A
   (AFK)1 Year Chart         AFK Vaneck Vectors Africa Index... 135 New $16.71 $1,240,000 73,841 0.11% 1,240,000 73,841 2.546    Industrial Electrical...
   (EWN)1 Year Chart         EWN iShares Netherlands Index Fd 138 New $46.98 $1,223,000 24,055 0.1% 1,223,000 24,055 0.359    Closed - End Fund - E...
   (QLTA)1 Year Chart         QLTA Ishares Aaa A Rated Corpora... 150 New $46.68 $1,028,000 20,920 0.09% 1,028,000 20,920 0.082    N/A
   (SFLR)1 Year Chart         SFLR Innovator Equity Managed Fl... 176 New $0.00 $798,000 25,075 0.07% 798,000 25,075 0.279    N/A
   (CEF)1 Year Chart         CEF Sprott Physical Gold & Silv... 181 New $26.38 $757,000 30,924 0.06% 757,000 30,924 0.012    N/A
   (SMIN)1 Year Chart         SMIN iShares Msci India Small Ca... 197 New $0.00 $621,000 7,220 0.05% 621,000 7,220 0.013    N/A
   (BND)1 Year Chart         BND Vanguard Total Bond Market ETF 232 New $73.06 $438,000 5,834 0.04% 438,000 5,834 0    Closed - End Fund - E...
   (ZJUL)1 Year Chart         ZJUL Innovator Etfs Trust New $0.00 $423,000 15,783 0.04% 423,000 15,783 0.175    N/A
   (HYMU)1 Year Chart         HYMU Blackrock High Yield Muni I... 237 New $0.00 $405,000 17,451 0.03% 405,000 17,451 0.194    N/A
   (OZ)1 Year Chart         OZ Belpointe Prep, Llc 255 New $0.00 $339,000 4,913 0.03% 339,000 4,913 0.33    N/A
   (BSX)1 Year Chart         BSX Boston Scientific Corp 258 New $83.99 $326,000 3,893 0.03% 326,000 3,893 0    Medical Instruments &...
   (PLTR)1 Year Chart         PLTR Palantir Technologies Inc 278 New $43.69 $285,000 7,661 0.02% 285,000 7,661 0    N/A
   (SCHY)1 Year Chart         SCHY Schwab International Divide... 285 New $0.00 $270,000 10,321 0.02% 270,000 10,321 0    N/A
   (PGX)1 Year Chart         PGX Invesco Preferred ETF 293 New $12.13 $251,000 20,363 0.02% 251,000 20,363 0    Closed - End Fund - Debt
   (BRC)1 Year Chart         BRC Brady Corp 292 New $71.76 $251,000 3,279 0.02% 251,000 3,279 0.011    Specialty Chemicals
   (TLH)1 Year Chart         TLH iShares Barclays 10-20 Year... 302 New $103.42 $227,000 2,080 0.02% 227,000 2,080 0.002    Closed - End Fund - E...
   (JKH)1 Year Chart         JKH iShares Trust - Mid Growth ... 307 New $73.81 $220,000 3,014 0.02% 220,000 3,014 0    Closed - End Fund - E...
   (ACWI)1 Year Chart         ACWI iShares MSCI ACWI Index 312 New $118.84 $212,000 1,775 0.02% 212,000 1,775 0.001    Closed - End Fund - E...
   (VXUS)1 Year Chart         VXUS Vanguard Total Internationa... 313 New $62.21 $211,000 3,258 0.02% 211,000 3,258 0.001    Closed - End Fund - E...
   (TER)1 Year Chart         TER Teradyne Inc 314 New $109.48 $209,000 1,558 0.02% 209,000 1,558 0.001    Semiconductor Equipme...
   (IYE)1 Year Chart         IYE iShares Tr Enrgy Sector Indx 315 New $46.30 $206,000 4,451 0.02% 206,000 4,451 0.006    Closed - End Fund - E...
   (NURE)1 Year Chart         NURE Nushares Short Term Reit Etf 317 New $0.00 $205,000 6,057 0.02% 205,000 6,057 0    N/A
   (BKCI)1 Year Chart         BKCI Bny Mellon Concentrated Int... 318 New $0.00 $202,000 3,771 0.02% 202,000 3,771 0.151    N/A
   (HSPX)1 Year Chart         HSPX Global X S&P 500 Covered Ca... 320 New $0.00 $201,000 4,841 0.02% 201,000 4,841 0    N/A

      37 Records Found
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