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

CIK
1965756
City
Westlake
State / Country
OH

Top Portfolio Positions

142 positions · $202,968,730 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
Technology
104,760 $26,587,040 13.10%
QQQ
Invesco Qqq Trust, Series 1
26,972 $15,567,698 7.67%
MSFT
Microsoft Corp
Technology
36,037 $13,339,816 6.57%
NVDA
Nvidia Corp
Technology
58,905 $10,273,032 5.06%
IAU
Ishares Gold Trust
94,707 $8,349,369 4.11%
SPY
Spdr S&P 500 Etf Trust
9,733 $6,329,759 3.12%
AMZN
Amazon Com Inc
Consumer Cyclical
26,783 $5,578,095 2.75%
ABBV
AbbVie Inc.
Healthcare
22,439 $4,880,258 2.40%
XOM
Exxon Mobil Corp
Energy
26,576 $4,508,884 2.22%
GLD
Spdr Gold Trust
10,167 $4,374,758 2.16%

Holdings in GAM

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Report Date Value (USD) Shares
2026-03-31 $559,908 9,576