Portfolio Holdings & Fund Performance - C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors

List of top 200 securities held by C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors:

  1. Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
  2. The table below lists top 200 holdings for the reported quarter.
  3. Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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Quarter: 2024Q4
Report Date Time: 2025-01-31 14:14:48
Total Holdings: 322
Assets Under Management (AUM) :
$1,180,613,632 ($1.18B)
Reporting Manager: Ryan J. Warner
Address:

30400 Detroit Road, Suite 201
Westlake, OH 44145

Since : total money flow = , gains and losses =
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