273 is the total number of securities C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors has owned. The longest C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors has owned a single stock is 4 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
DFAC | DIMENSIONAL ETF TRUST | 4 | 4 | 12.87% | 13.52% | 13.92% | Q4 2022 | Q3 2023 | 4 |
DIMENSIONAL ETF TRUST | 4 | 4 | 8.06% | 8.79% | 9.86% | Q4 2022 | Q3 2023 | 4 | |
SPLG | SPDR SER TR | 4 | 4 | 7.41% | 8.23% | 9.79% | Q4 2022 | Q3 2023 | 4 |
ESGU | ISHARES TR | 4 | 4 | 4.83% | 5.43% | 5.98% | Q4 2022 | Q3 2023 | 4 |
DFUS | DIMENSIONAL ETF TRUST | 4 | 4 | 4.08% | 4.46% | 4.79% | Q4 2022 | Q3 2023 | 4 |
VEA | VANGUARD TAX-MANAGED FDS | 4 | 4 | 2.99% | 3.45% | 4.21% | Q4 2022 | Q3 2023 | 4 |
VUG | VANGUARD INDEX FDS | 4 | 4 | 2.72% | 3.45% | 4.39% | Q4 2022 | Q3 2023 | 4 |
VTV | VANGUARD INDEX FDS | 4 | 4 | 3.05% | 3.30% | 3.79% | Q4 2022 | Q3 2023 | 4 |
AAPL | APPLE INC | 4 | 4 | 1.95% | 2.43% | 3.28% | Q4 2022 | Q3 2023 | 4 |
ESGE | ISHARES INC | 4 | 4 | 0.76% | 1.75% | 2.26% | Q4 2022 | Q3 2023 | 4 |
SPDW | SPDR INDEX SHS FDS | 4 | 4 | 1.56% | 1.66% | 1.72% | Q4 2022 | Q3 2023 | 4 |
IYW | ISHARES TR | 4 | 4 | 1.06% | 1.44% | 1.92% | Q4 2022 | Q3 2023 | 4 |
VWO | VANGUARD INTL EQUITY I... | 4 | 4 | 1.15% | 1.23% | 1.44% | Q4 2022 | Q3 2023 | 4 |
VTEB | VANGUARD MUN BD FDS | 4 | 4 | 0.79% | 0.97% | 1.12% | Q4 2022 | Q3 2023 | 4 |
SPLV | INVESCO EXCH TRADED FD... | 4 | 4 | 0.57% | 0.88% | 1.08% | Q4 2022 | Q3 2023 | 4 |
BNDX | VANGUARD CHARLOTTE FDS | 4 | 4 | 0.74% | 0.84% | 0.99% | Q4 2022 | Q3 2023 | 4 |
UJUN | INNOVATOR ETFS TR | 4 | 4 | 0.28% | 0.81% | 1.35% | Q4 2022 | Q3 2023 | 4 |
VB | VANGUARD INDEX FDS | 4 | 4 | 0.71% | 0.80% | 0.98% | Q4 2022 | Q3 2023 | 4 |
BSV | VANGUARD BD INDEX FDS | 4 | 4 | 0.63% | 0.76% | 0.92% | Q4 2022 | Q3 2023 | 4 |
IVV | ISHARES TR | 4 | 4 | 0.61% | 0.72% | 0.85% | Q4 2022 | Q3 2023 | 4 |
UJUL | INNOVATOR ETFS TR | 4 | 4 | 0.60% | 0.71% | 0.89% | Q4 2022 | Q3 2023 | 4 |
SPY | SPDR S&P 500 ETF TR | 4 | 4 | 0.20% | 0.64% | 1.11% | Q4 2022 | Q3 2023 | 4 |
QQQ | INVESCO QQQ TR | 4 | 4 | 0.22% | 0.63% | 1.02% | Q4 2022 | Q3 2023 | 4 |
SPAB | SPDR SER TR | 4 | 4 | 0.16% | 0.62% | 0.84% | Q4 2022 | Q3 2023 | 4 |
HD | HOME DEPOT INC | 4 | 4 | 0.44% | 0.60% | 1.02% | Q4 2022 | Q3 2023 | 4 |
BIV | VANGUARD BD INDEX FDS | 4 | 4 | 0.45% | 0.54% | 0.68% | Q4 2022 | Q3 2023 | 4 |
BIL | SPDR SER TR | 4 | 4 | 0.08% | 0.53% | 1.75% | Q4 2022 | Q3 2023 | 4 |
ABBV | ABBVIE INC | 4 | 4 | 0.33% | 0.48% | 0.83% | Q4 2022 | Q3 2023 | 4 |
UJAN | INNOVATOR ETFS TR | 4 | 4 | 0.43% | 0.47% | 0.51% | Q4 2022 | Q3 2023 | 4 |
UAPR | INNOVATOR ETFS TR | 4 | 4 | 0.41% | 0.46% | 0.52% | Q4 2022 | Q3 2023 | 4 |
UOCT | INNOVATOR ETFS TR | 4 | 4 | 0.41% | 0.45% | 0.49% | Q4 2022 | Q3 2023 | 4 |
UAUG | INNOVATOR ETFS TR | 4 | 4 | 0.24% | 0.43% | 0.54% | Q4 2022 | Q3 2023 | 4 |
BLV | VANGUARD BD INDEX FDS | 4 | 4 | 0.41% | 0.43% | 0.44% | Q4 2022 | Q3 2023 | 4 |
USEP | INNOVATOR ETFS TR | 4 | 4 | 0.23% | 0.42% | 0.51% | Q4 2022 | Q3 2023 | 4 |
UMAY | INNOVATOR ETFS TR | 4 | 4 | 0.22% | 0.40% | 0.49% | Q4 2022 | Q3 2023 | 4 |
UMAR | INNOVATOR ETFS TR | 4 | 4 | 0.21% | 0.40% | 0.49% | Q4 2022 | Q3 2023 | 4 |
UDEC | INNOVATOR ETFS TR | 4 | 4 | 0.21% | 0.39% | 0.48% | Q4 2022 | Q3 2023 | 4 |
UNOV | INNOVATOR ETFS TR | 4 | 4 | 0.21% | 0.39% | 0.48% | Q4 2022 | Q3 2023 | 4 |
VMBS | VANGUARD SCOTTSDALE FDS | 4 | 4 | 0.32% | 0.39% | 0.46% | Q4 2022 | Q3 2023 | 4 |
UFEB | INNOVATOR ETFS TR | 4 | 4 | 0.20% | 0.38% | 0.47% | Q4 2022 | Q3 2023 | 4 |
IFRA | ISHARES TR | 4 | 4 | 0.32% | 0.37% | 0.40% | Q4 2022 | Q3 2023 | 4 |
MSFT | MICROSOFT CORP | 4 | 4 | 0.31% | 0.36% | 0.44% | Q4 2022 | Q3 2023 | 4 |
BALT | INNOVATOR ETFS TR | 4 | 4 | 0.13% | 0.36% | 0.92% | Q4 2022 | Q3 2023 | 4 |
MBB | ISHARES TR | 4 | 4 | 0.15% | 0.35% | 0.44% | Q4 2022 | Q3 2023 | 4 |
ABT | ABBOTT LABS | 4 | 4 | 0.23% | 0.34% | 0.58% | Q4 2022 | Q3 2023 | 4 |
VOE | VANGUARD INDEX FDS | 4 | 4 | 0.17% | 0.33% | 0.74% | Q4 2022 | Q3 2023 | 4 |
SPTM | SPDR SER TR | 4 | 4 | 0.30% | 0.33% | 0.37% | Q4 2022 | Q3 2023 | 4 |
STIP | ISHARES TR | 4 | 4 | 0.22% | 0.33% | 0.54% | Q4 2022 | Q3 2023 | 4 |
IXN | ISHARES TR | 4 | 4 | 0.23% | 0.33% | 0.54% | Q4 2022 | Q3 2023 | 4 |
TIP | ISHARES TR | 4 | 4 | 0.22% | 0.32% | 0.54% | Q4 2022 | Q3 2023 | 4 |
SOXX | ISHARES TR | 4 | 4 | 0.25% | 0.32% | 0.45% | Q4 2022 | Q3 2023 | 4 |
MAR | MARRIOTT INTL INC NEW | 4 | 4 | 0.26% | 0.31% | 0.46% | Q4 2022 | Q3 2023 | 4 |
XLE | SELECT SECTOR SPDR TR | 4 | 4 | 0.11% | 0.29% | 0.81% | Q4 2022 | Q3 2023 | 4 |
AMZN | AMAZON COM INC | 4 | 4 | 0.21% | 0.27% | 0.32% | Q4 2022 | Q3 2023 | 4 |
SPSB | SPDR SER TR | 4 | 4 | 0.16% | 0.27% | 0.38% | Q4 2022 | Q3 2023 | 4 |
VBR | VANGUARD INDEX FDS | 4 | 4 | 0.06% | 0.26% | 0.62% | Q4 2022 | Q3 2023 | 4 |
VTI | VANGUARD INDEX FDS | 4 | 4 | 0.17% | 0.26% | 0.46% | Q4 2022 | Q3 2023 | 4 |
IHI | ISHARES TR | 4 | 4 | 0.14% | 0.24% | 0.47% | Q4 2022 | Q3 2023 | 4 |
JMOM | J P MORGAN EXCHANGE TR... | 4 | 4 | 0.23% | 0.23% | 0.24% | Q4 2022 | Q3 2023 | 4 |
IJH | ISHARES TR | 4 | 4 | 0.11% | 0.22% | 0.35% | Q4 2022 | Q3 2023 | 4 |
MEAR | ISHARES U S ETF TR | 4 | 4 | 0.20% | 0.22% | 0.26% | Q4 2022 | Q3 2023 | 4 |
VYM | VANGUARD WHITEHALL FDS | 4 | 4 | 0.14% | 0.19% | 0.32% | Q4 2022 | Q3 2023 | 4 |
VV | VANGUARD INDEX FDS | 4 | 4 | 0.14% | 0.19% | 0.26% | Q4 2022 | Q3 2023 | 4 |
BRKB | BERKSHIRE HATHAWAY INC... | 4 | 4 | 0.14% | 0.18% | 0.28% | Q4 2022 | Q3 2023 | 4 |
EWL | ISHARES INC | 4 | 4 | 0.14% | 0.17% | 0.25% | Q4 2022 | Q3 2023 | 4 |
GSY | INVESCO ACTIVELY MANAG... | 4 | 4 | 0.07% | 0.17% | 0.35% | Q4 2022 | Q3 2023 | 4 |
NSC | NORFOLK SOUTHN CORP | 4 | 4 | 0.10% | 0.17% | 0.34% | Q4 2022 | Q3 2023 | 4 |
EFG | ISHARES TR | 4 | 4 | 0.10% | 0.17% | 0.21% | Q4 2022 | Q3 2023 | 4 |
VGSH | VANGUARD SCOTTSDALE FDS | 4 | 4 | 0.05% | 0.16% | 0.40% | Q4 2022 | Q3 2023 | 4 |
IYE | ISHARES TR | 4 | 4 | 0.03% | 0.16% | 0.48% | Q4 2022 | Q3 2023 | 4 |
SLYV | SPDR SER TR | 4 | 4 | 0.13% | 0.16% | 0.24% | Q4 2022 | Q3 2023 | 4 |
PM | PHILIP MORRIS INTL INC | 4 | 4 | 0.11% | 0.16% | 0.27% | Q4 2022 | Q3 2023 | 4 |
ITOT | ISHARES TR | 4 | 4 | 0.11% | 0.16% | 0.26% | Q4 2022 | Q3 2023 | 4 |
EWT | ISHARES INC | 4 | 4 | 0.13% | 0.16% | 0.21% | Q4 2022 | Q3 2023 | 4 |
IYK | ISHARES TR | 4 | 4 | 0.10% | 0.16% | 0.27% | Q4 2022 | Q3 2023 | 4 |
WMT | WALMART INC | 4 | 4 | 0.12% | 0.16% | 0.25% | Q4 2022 | Q3 2023 | 4 |
EFV | ISHARES TR | 4 | 4 | 0.11% | 0.15% | 0.21% | Q4 2022 | Q3 2023 | 4 |
TILT | FLEXSHARES TR | 4 | 4 | 0.03% | 0.15% | 0.37% | Q4 2022 | Q3 2023 | 4 |
VOYA | VOYA FINANCIAL INC | 4 | 4 | 0.11% | 0.15% | 0.23% | Q4 2022 | Q3 2023 | 4 |
JNJ | JOHNSON & JOHNSON | 4 | 4 | 0.09% | 0.15% | 0.27% | Q4 2022 | Q3 2023 | 4 |
TSLA | TESLA INC | 4 | 4 | 0.12% | 0.14% | 0.17% | Q4 2022 | Q3 2023 | 4 |
PEP | PEPSICO INC | 4 | 4 | 0.10% | 0.14% | 0.22% | Q4 2022 | Q3 2023 | 4 |
XOM | EXXON MOBIL CORP | 4 | 4 | 0.10% | 0.14% | 0.20% | Q4 2022 | Q3 2023 | 4 |
FB | META PLATFORMS INC | 4 | 4 | 0.13% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
VHT | VANGUARD WORLD FDS | 4 | 4 | 0.09% | 0.13% | 0.23% | Q4 2022 | Q3 2023 | 4 |
ADP | AUTOMATIC DATA PROCESS... | 4 | 4 | 0.11% | 0.13% | 0.18% | Q4 2022 | Q3 2023 | 4 |
VGLT | VANGUARD SCOTTSDALE FDS | 4 | 4 | 0.08% | 0.13% | 0.16% | Q4 2022 | Q3 2023 | 4 |
SPYG | SPDR SER TR | 4 | 4 | 0.05% | 0.12% | 0.23% | Q4 2022 | Q3 2023 | 4 |
MUB | ISHARES TR | 4 | 4 | 0.09% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
BA | BOEING CO | 4 | 4 | 0.07% | 0.12% | 0.19% | Q4 2022 | Q3 2023 | 4 |
NEE | NEXTERA ENERGY INC | 4 | 4 | 0.08% | 0.11% | 0.19% | Q4 2022 | Q3 2023 | 4 |
SUB | ISHARES TR | 4 | 4 | 0.07% | 0.11% | 0.19% | Q4 2022 | Q3 2023 | 4 |
SPEM | SPDR INDEX SHS FDS | 4 | 4 | 0.06% | 0.11% | 0.19% | Q4 2022 | Q3 2023 | 4 |
XLV | SELECT SECTOR SPDR TR | 4 | 4 | 0.08% | 0.11% | 0.13% | Q4 2022 | Q3 2023 | 4 |
NDSN | NORDSON CORP | 4 | 4 | 0.07% | 0.10% | 0.18% | Q4 2022 | Q3 2023 | 4 |
VOO | VANGUARD INDEX FDS | 4 | 4 | 0.08% | 0.10% | 0.14% | Q4 2022 | Q3 2023 | 4 |
VGT | VANGUARD WORLD FDS | 4 | 4 | 0.09% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 4 |
DRI | DARDEN RESTAURANTS INC | 4 | 4 | 0.07% | 0.10% | 0.16% | Q4 2022 | Q3 2023 | 4 |
VNQ | VANGUARD INDEX FDS | 4 | 4 | 0.04% | 0.10% | 0.23% | Q4 2022 | Q3 2023 | 4 |
UPS | UNITED PARCEL SERVICE INC | 4 | 4 | 0.07% | 0.10% | 0.16% | Q4 2022 | Q3 2023 | 4 |
SPYV | SPDR SER TR | 4 | 4 | 0.04% | 0.10% | 0.20% | Q4 2022 | Q3 2023 | 4 |
XLK | SELECT SECTOR SPDR TR | 4 | 4 | 0.06% | 0.10% | 0.14% | Q4 2022 | Q3 2023 | 4 |
PG | PROCTER AND GAMBLE CO | 4 | 4 | 0.07% | 0.10% | 0.16% | Q4 2022 | Q3 2023 | 4 |
HON | HONEYWELL INTL INC | 4 | 4 | 0.07% | 0.10% | 0.17% | Q4 2022 | Q3 2023 | 4 |
UNH | UNITEDHEALTH GROUP INC | 4 | 4 | 0.07% | 0.09% | 0.16% | Q4 2022 | Q3 2023 | 4 |
JPM | JPMORGAN CHASE & CO | 4 | 4 | 0.06% | 0.09% | 0.16% | Q4 2022 | Q3 2023 | 4 |
AFL | AFLAC INC | 4 | 4 | 0.07% | 0.09% | 0.15% | Q4 2022 | Q3 2023 | 4 |
IYY | ISHARES TR | 4 | 4 | 0.07% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
MCD | MCDONALDS CORP | 4 | 4 | 0.06% | 0.08% | 0.13% | Q4 2022 | Q3 2023 | 4 |
MRK | MERCK & CO INC | 4 | 4 | 0.06% | 0.08% | 0.14% | Q4 2022 | Q3 2023 | 4 |
IBM | INTERNATIONAL BUSINESS... | 4 | 4 | 0.05% | 0.08% | 0.12% | Q4 2022 | Q3 2023 | 4 |
GOOGL | ALPHABET INC | 4 | 4 | 0.05% | 0.08% | 0.11% | Q4 2022 | Q3 2023 | 4 |
CVX | CHEVRON CORP NEW | 4 | 4 | 0.06% | 0.08% | 0.13% | Q4 2022 | Q3 2023 | 4 |
PFE | PFIZER INC | 4 | 4 | 0.05% | 0.08% | 0.16% | Q4 2022 | Q3 2023 | 4 |
AGGY | WISDOMTREE TR | 4 | 4 | 0.03% | 0.08% | 0.14% | Q4 2022 | Q3 2023 | 4 |
MS | MORGAN STANLEY | 4 | 4 | 0.04% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 4 |
FUN | CEDAR FAIR L P | 4 | 4 | 0.05% | 0.08% | 0.13% | Q4 2022 | Q3 2023 | 4 |
MO | ALTRIA GROUP INC | 4 | 4 | 0.05% | 0.08% | 0.14% | Q4 2022 | Q3 2023 | 4 |
AMLP | ALPS ETF TR | 4 | 4 | 0.06% | 0.08% | 0.12% | Q4 2022 | Q3 2023 | 4 |
MLPX | GLOBAL X FDS | 4 | 4 | 0.06% | 0.07% | 0.12% | Q4 2022 | Q3 2023 | 4 |
VXF | VANGUARD INDEX FDS | 4 | 4 | 0.04% | 0.07% | 0.12% | Q4 2022 | Q3 2023 | 4 |
VDC | VANGUARD WORLD FDS | 4 | 4 | 0.06% | 0.07% | 0.10% | Q4 2022 | Q3 2023 | 4 |
VOT | VANGUARD INDEX FDS | 4 | 4 | 0.05% | 0.07% | 0.10% | Q4 2022 | Q3 2023 | 4 |
VBK | VANGUARD INDEX FDS | 4 | 4 | 0.06% | 0.07% | 0.11% | Q4 2022 | Q3 2023 | 4 |
GAM | GENERAL AMERN INVS CO INC | 4 | 4 | 0.05% | 0.07% | 0.11% | Q4 2022 | Q3 2023 | 4 |
MDLZ | MONDELEZ INTL INC | 4 | 4 | 0.05% | 0.07% | 0.11% | Q4 2022 | Q3 2023 | 4 |
GIS | GENERAL MLS INC | 4 | 4 | 0.03% | 0.07% | 0.13% | Q4 2022 | Q3 2023 | 4 |
BCI | ABRDN ETFS | 4 | 4 | 0.05% | 0.07% | 0.10% | Q4 2022 | Q3 2023 | 4 |
ETN | EATON CORP PLC | 4 | 4 | 0.04% | 0.07% | 0.11% | Q4 2022 | Q3 2023 | 4 |
BSCN | INVESCO EXCH TRD SLF I... | 4 | 4 | 0.03% | 0.07% | 0.11% | Q4 2022 | Q3 2023 | 4 |
TJX | TJX COS INC NEW | 4 | 4 | 0.05% | 0.06% | 0.10% | Q4 2022 | Q3 2023 | 4 |
RY | ROYAL BK CDA SUSTAINABL | 4 | 4 | 0.04% | 0.06% | 0.11% | Q4 2022 | Q3 2023 | 4 |
QCOM | QUALCOMM INC | 4 | 4 | 0.05% | 0.06% | 0.10% | Q4 2022 | Q3 2023 | 4 |
BSCO | INVESCO EXCH TRD SLF I... | 4 | 4 | 0.03% | 0.06% | 0.11% | Q4 2022 | Q3 2023 | 4 |
IYC | ISHARES TR | 4 | 4 | 0.04% | 0.06% | 0.10% | Q4 2022 | Q3 2023 | 4 |
LLY | LILLY ELI & CO | 4 | 4 | 0.04% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
CLX | CLOROX CO DEL | 4 | 4 | 0.04% | 0.06% | 0.10% | Q4 2022 | Q3 2023 | 4 |
NVS | NOVARTIS AG | 4 | 4 | 0.05% | 0.06% | 0.09% | Q4 2022 | Q3 2023 | 4 |
SRLN | SSGA ACTIVE ETF TR | 4 | 4 | 0.04% | 0.06% | 0.10% | Q4 2022 | Q3 2023 | 4 |
LOW | LOWES COS INC | 4 | 4 | 0.04% | 0.06% | 0.09% | Q4 2022 | Q3 2023 | 4 |
COST | COSTCO WHSL CORP NEW | 4 | 4 | 0.04% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
DIS | DISNEY WALT CO | 4 | 4 | 0.04% | 0.05% | 0.08% | Q4 2022 | Q3 2023 | 4 |
IWV | ISHARES TR | 4 | 4 | 0.04% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
VPU | VANGUARD WORLD FDS | 4 | 4 | 0.04% | 0.05% | 0.08% | Q4 2022 | Q3 2023 | 4 |
DUK | DUKE ENERGY CORP NEW | 4 | 4 | 0.04% | 0.05% | 0.09% | Q4 2022 | Q3 2023 | 4 |
PSEP | INNOVATOR ETFS TR | 4 | 4 | 0.04% | 0.05% | 0.08% | Q4 2022 | Q3 2023 | 4 |
LMT | LOCKHEED MARTIN CORP | 4 | 4 | 0.03% | 0.05% | 0.08% | Q4 2022 | Q3 2023 | 4 |
KO | COCA COLA CO | 4 | 4 | 0.04% | 0.05% | 0.08% | Q4 2022 | Q3 2023 | 4 |
BAC | BANK AMERICA CORP | 4 | 4 | 0.04% | 0.05% | 0.09% | Q4 2022 | Q3 2023 | 4 |
BSEP | INNOVATOR ETFS TR | 4 | 4 | 0.03% | 0.05% | 0.08% | Q4 2022 | Q3 2023 | 4 |
VRP | INVESCO EXCH TRADED FD... | 4 | 4 | 0.03% | 0.05% | 0.08% | Q4 2022 | Q3 2023 | 4 |
RTX | RTX CORPORATION | 4 | 4 | 0.03% | 0.05% | 0.08% | Q4 2022 | Q3 2023 | 4 |
EMR | EMERSON ELEC CO | 4 | 4 | 0.03% | 0.05% | 0.08% | Q4 2022 | Q3 2023 | 4 |
CL | COLGATE PALMOLIVE CO | 4 | 4 | 0.03% | 0.04% | 0.08% | Q4 2022 | Q3 2023 | 4 |
IWY | ISHARES TR | 4 | 4 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
T | AT&T INC | 4 | 4 | 0.03% | 0.04% | 0.07% | Q4 2022 | Q3 2023 | 4 |
DFAT | DIMENSIONAL ETF TRUST | 4 | 4 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
MDYV | SPDR SER TR | 4 | 4 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
VZ | VERIZON COMMUNICATIONS... | 4 | 4 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
CCL | CARNIVAL CORP | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
ING | ING GROEP N.V. | 4 | 4 | 0.02% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
F | FORD MTR CO DEL | 4 | 4 | 0.02% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
QUAL | ISHARES TR | 3 | 3 | 2.55% | 2.86% | 3.17% | Q1 2023 | Q3 2023 | 3 |
FLOT | ISHARES TR | 3 | 3 | 0.48% | 0.60% | 0.71% | Q1 2023 | Q3 2023 | 3 |
DGRO | ISHARES TR | 3 | 3 | 0.46% | 0.53% | 0.61% | Q1 2023 | Q3 2023 | 3 |
VCSH | VANGUARD SCOTTSDALE FDS | 3 | 3 | 0.12% | 0.52% | 0.81% | Q1 2023 | Q3 2023 | 3 |
EFA | ISHARES TR | 3 | 3 | 0.37% | 0.50% | 0.60% | Q1 2023 | Q3 2023 | 3 |
TLH | ISHARES TR | 3 | 3 | 0.37% | 0.46% | 0.50% | Q4 2022 | Q2 2023 | 3 |
DIA | SPDR DOW JONES INDL AV... | 3 | 3 | 0.15% | 0.44% | 0.60% | Q1 2023 | Q3 2023 | 3 |
EMB | ISHARES TR | 3 | 3 | 0.17% | 0.18% | 0.18% | Q1 2023 | Q3 2023 | 3 |
IYH | ISHARES TR | 3 | 3 | 0.17% | 0.17% | 0.18% | Q1 2023 | Q3 2023 | 3 |
IUSB | ISHARES TR | 3 | 3 | 0.14% | 0.17% | 0.20% | Q1 2023 | Q3 2023 | 3 |
TLTD | FLEXSHARES TR | 3 | 3 | 0.03% | 0.12% | 0.24% | Q4 2022 | Q2 2023 | 3 |
IEMG | ISHARES INC | 3 | 3 | 0.08% | 0.10% | 0.13% | Q1 2023 | Q3 2023 | 3 |
AVUV | AMERICAN CENTY ETF TR | 3 | 3 | 0.09% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 3 |
NVDA | NVIDIA CORPORATION | 3 | 3 | 0.04% | 0.07% | 0.10% | Q1 2023 | Q3 2023 | 3 |
USMV | ISHARES TR | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
SDY | SPDR SER TR | 3 | 3 | 0.03% | 0.07% | 0.11% | Q4 2022 | Q2 2023 | 3 |
DIMENSIONAL ETF TRUST | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 | |
SPTS | SPDR SER TR | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
IWB | ISHARES TR | 3 | 3 | 0.03% | 0.05% | 0.07% | Q4 2022 | Q2 2023 | 3 |
IGM | ISHARES TR | 2 | 1 | 0.03% | 0.05% | 0.09% | Q4 2022 | Q3 2023 | 3 |
SCHF | SCHWAB STRATEGIC TR | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
WMS | ADVANCED DRAIN SYS INC... | 3 | 3 | 0.03% | 0.04% | 0.07% | Q4 2022 | Q2 2023 | 3 |
IWS | ISHARES TR | 3 | 3 | 0.03% | 0.04% | 0.07% | Q4 2022 | Q2 2023 | 3 |
AMGN | AMGEN INC | 2 | 1 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 3 |
NEAR | ISHARES U S ETF TR | 3 | 3 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q2 2023 | 3 |
APD | AIR PRODS & CHEMS INC | 2 | 1 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 3 |
SCHE | SCHWAB STRATEGIC TR | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
AXP | AMERICAN EXPRESS CO | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
GENERAL ELECTRIC CO | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 | |
VAW | VANGUARD WORLD FDS | 2 | 2 | 0.48% | 0.52% | 0.55% | Q1 2023 | Q2 2023 | 2 |
IVW | ISHARES TR | 2 | 2 | 0.22% | 0.50% | 0.79% | Q2 2023 | Q3 2023 | 2 |
COP | CONOCOPHILLIPS | 2 | 2 | 0.04% | 0.28% | 0.52% | Q2 2023 | Q3 2023 | 2 |
SHY | ISHARES TR | 2 | 2 | 0.25% | 0.25% | 0.25% | Q1 2023 | Q2 2023 | 2 |
VEEV | VEEVA SYS INC | 2 | 2 | 0.18% | 0.19% | 0.19% | Q2 2023 | Q3 2023 | 2 |
LQD | ISHARES TR | 2 | 2 | 0.12% | 0.18% | 0.24% | Q2 2023 | Q3 2023 | 2 |
XLY | SELECT SECTOR SPDR TR | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
SPIP | SPDR SER TR | 1 | 1 | 0.08% | 0.10% | 0.13% | Q4 2022 | Q3 2023 | 2 |
IJR | ISHARES TR | 2 | 2 | 0.04% | 0.10% | 0.16% | Q2 2023 | Q3 2023 | 2 |
SO | SOUTHERN CO | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
BEN | FRANKLIN RESOURCES INC | 2 | 2 | 0.07% | 0.10% | 0.13% | Q4 2022 | Q1 2023 | 2 |
SCHX | SCHWAB STRATEGIC TR | 2 | 2 | 0.06% | 0.08% | 0.11% | Q4 2022 | Q1 2023 | 2 |
GOOG | ALPHABET INC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
AGG | ISHARES TR | 2 | 2 | 0.04% | 0.08% | 0.12% | Q2 2023 | Q3 2023 | 2 |
ALL | ALLSTATE CORP | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
TLTE | FLEXSHARES TR | 2 | 2 | 0.04% | 0.08% | 0.11% | Q4 2022 | Q1 2023 | 2 |
VXUS | VANGUARD STAR FDS | 2 | 2 | 0.04% | 0.08% | 0.11% | Q4 2022 | Q1 2023 | 2 |
FSEP | FIRST TR EXCHNG TRADED... | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
DSEP | FIRST TR EXCHNG TRADED... | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
QQQM | INVESCO EXCH TRADED FD... | 2 | 2 | 0.06% | 0.07% | 0.09% | Q4 2022 | Q1 2023 | 2 |
IMCG | ISHARES TR | 1 | 1 | 0.03% | 0.06% | 0.09% | Q4 2022 | Q2 2023 | 2 |
CI | THE CIGNA GROUP | 1 | 1 | 0.04% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 2 |
IWR | ISHARES TR | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
VIG | VANGUARD SPECIALIZED F... | 1 | 1 | 0.03% | 0.05% | 0.07% | Q4 2022 | Q2 2023 | 2 |
HYG | ISHARES TR | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
GOVT | ISHARES TR | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q2 2023 | 2 |
NFLX | NETFLIX INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
AAL | AMERICAN AIRLS GROUP INC | 2 | 2 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q1 2023 | 2 |
AVGO | BROADCOM INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
V | VISA INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
VEU | VANGUARD INTL EQUITY I... | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
MPC | MARATHON PETE CORP | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
HEDJ | WISDOMTREE TR | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
NUE | NUCOR CORP | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
CSCO | CISCO SYS INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
REAX | THE REAL BROKERAGE INC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q2 2023 | 2 |
FS CREDIT OPPORTUNITIE... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 | |
EEMV | ISHARES INC | 1 | 1 | 0.95% | 0.95% | 0.95% | Q4 2022 | Q4 2022 | 1 |
TFLO | ISHARES TR | 1 | 1 | 0.59% | 0.59% | 0.59% | Q3 2023 | Q3 2023 | 1 |
MINT | PIMCO ETF TR | 1 | 1 | 0.57% | 0.57% | 0.57% | Q2 2023 | Q2 2023 | 1 |
MTUM | ISHARES TR | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2022 | Q4 2022 | 1 |
PSX | PHILLIPS 66 | 1 | 1 | 0.53% | 0.53% | 0.53% | Q3 2023 | Q3 2023 | 1 |
SPMD | SPDR SER TR | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2023 | Q3 2023 | 1 |
QQEW | FIRST TR NAS100 EQ WEI... | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2023 | Q2 2023 | 1 |
TLT | ISHARES TR | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2023 | Q3 2023 | 1 |
MGK | VANGUARD WORLD FD | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2023 | Q3 2023 | 1 |
RDVY | FIRST TR EXCHANGE-TRAD... | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2023 | Q3 2023 | 1 |
SPSM | SPDR SER TR | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2022 | Q4 2022 | 1 |
XLG | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2023 | Q2 2023 | 1 |
COMT | ISHARES U S ETF TR | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
IVE | ISHARES TR | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
FIXD | FIRST TR EXCHNG TRADED... | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
ICVT | ISHARES TR | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
UUP | INVESCO DB US DLR INDE... | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
PDBC | INVESCO ACTVELY MNGD E... | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
DFAI | DIMENSIONAL ETF TRUST | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
FLRN | SPDR SER TR | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
PAVE | GLOBAL X FDS | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
XLB | SELECT SECTOR SPDR TR | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
TDSC | EXCHANGE LISTED FDS TR | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
DIMENSIONAL ETF TRUST | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 | |
XLP | SELECT SECTOR SPDR TR | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
ARKK | ARK ETF TR | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
HYLS | FIRST TR EXCHANGE-TRAD... | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
MLPA | GLOBAL X FDS | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
FDVV | FIDELITY COVINGTON TRUST | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
ORCL | ORACLE CORP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
JEPI | J P MORGAN EXCHANGE TR... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
GLD | SPDR GOLD TR | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
INNOVATOR ETFS TR | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 | |
DIMENSIONAL ETF TRUST | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 | |
EWJ | ISHARES INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
ANNALY CAPITAL MANAGEM... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 | |
MDT | MEDTRONIC PLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
SCJ | ISHARES INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
JPXN | ISHARES TR | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
NKE | NIKE INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
ITW | ILLINOIS TOOL WKS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
PRU | PRUDENTIAL FINL INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
BX | BLACKSTONE INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
NVO | NOVO-NORDISK A S | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
FPE | FIRST TR EXCH TRADED F... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
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The securities at the top of the list , including DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and SPDR SER TR, are the highest-conviction holdings of C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors.
The conviction is calculated by counting the number of quarters a security has been reported by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors owns currently or has owned in the past.