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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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Holdings
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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 |
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 |
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 |
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 |
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 |
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 |
Innovator ETFs Tr |
84 |
New |
$0.00 |
$2,550,000 |
41,932 |
0.22% |
2,550,000 |
41,932 |
0.466 |
N/A |
|
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 |
Innovator Etfs Trust |
|
New |
$0.00 |
$2,209,000 |
82,014 |
0.19% |
2,209,000 |
82,014 |
0.911 |
N/A |
|
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 |
Amplify Transformational Da... |
102 |
New |
$41.77 |
$1,967,000 |
52,436 |
0.17% |
1,967,000 |
52,436 |
0.193 |
N/A |
|
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 |
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 |
Innovator Uncapped Accelera... |
134 |
New |
$0.00 |
$1,247,000 |
31,526 |
0.11% |
1,247,000 |
31,526 |
0.35 |
N/A |
|
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 |
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 |
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 |
Innovator Equity Managed Fl... |
176 |
New |
$0.00 |
$798,000 |
25,075 |
0.07% |
798,000 |
25,075 |
0.279 |
N/A |
|
CEF |
Sprott Physical Gold & Silv... |
181 |
New |
$26.38 |
$757,000 |
30,924 |
0.06% |
757,000 |
30,924 |
0.012 |
N/A |
|
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 |
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 |
Innovator Etfs Trust |
|
New |
$0.00 |
$423,000 |
15,783 |
0.04% |
423,000 |
15,783 |
0.175 |
N/A |
|
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 |
Belpointe Prep, Llc |
255 |
New |
$0.00 |
$339,000 |
4,913 |
0.03% |
339,000 |
4,913 |
0.33 |
N/A |
|
BSX |
Boston Scientific Corp |
258 |
New |
$83.99 |
$326,000 |
3,893 |
0.03% |
326,000 |
3,893 |
0 |
Medical Instruments &... |
|
PLTR |
Palantir Technologies Inc |
278 |
New |
$43.69 |
$285,000 |
7,661 |
0.02% |
285,000 |
7,661 |
0 |
N/A |
|
SCHY |
Schwab International Divide... |
285 |
New |
$0.00 |
$270,000 |
10,321 |
0.02% |
270,000 |
10,321 |
0 |
N/A |
|
PGX |
Invesco Preferred ETF |
293 |
New |
$12.13 |
$251,000 |
20,363 |
0.02% |
251,000 |
20,363 |
0 |
Closed - End Fund - Debt |
|
BRC |
Brady Corp |
292 |
New |
$71.76 |
$251,000 |
3,279 |
0.02% |
251,000 |
3,279 |
0.011 |
Specialty Chemicals |
|
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 |
iShares Trust - Mid Growth ... |
307 |
New |
$73.81 |
$220,000 |
3,014 |
0.02% |
220,000 |
3,014 |
0 |
Closed - End Fund - E... |
|
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 |
Vanguard Total Internationa... |
313 |
New |
$62.21 |
$211,000 |
3,258 |
0.02% |
211,000 |
3,258 |
0.001 |
Closed - End Fund - E... |
|
TER |
Teradyne Inc |
314 |
New |
$109.48 |
$209,000 |
1,558 |
0.02% |
209,000 |
1,558 |
0.001 |
Semiconductor Equipme... |
|
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 |
Nushares Short Term Reit Etf |
317 |
New |
$0.00 |
$205,000 |
6,057 |
0.02% |
205,000 |
6,057 |
0 |
N/A |
|
BKCI |
Bny Mellon Concentrated Int... |
318 |
New |
$0.00 |
$202,000 |
3,771 |
0.02% |
202,000 |
3,771 |
0.151 |
N/A |
|
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 |
|