C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Top Portfolio Positions
143 positions ·
$211,977,063 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
104,760 | $26,587,040 | 12.54% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
26,972 | $15,567,698 | 7.34% | |
| MSFT |
Microsoft Corp
Technology
|
36,037 | $13,339,816 | 6.29% | |
| NVDA |
Nvidia Corp
Technology
|
58,905 | $10,273,032 | 4.85% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
19,436 | $9,313,731 | 4.39% | |
| IAU |
Ishares Gold Trust
|
94,707 | $8,349,369 | 3.94% | |
| SPY |
Spdr S&P 500 ETF Trust
|
9,733 | $6,329,759 | 2.99% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
26,783 | $5,578,095 | 2.63% | |
| ABBV |
AbbVie Inc.
Healthcare
|
22,439 | $4,880,258 | 2.30% | |
| XOM |
Exxon Mobil Corp
Energy
|
26,576 | $4,508,884 | 2.13% |
Portfolio Trend
14 quarters · across all stocks
Holdings in ZVIA
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,345 | 13,116 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $27,192 | 11,721 | Shares | Sole | 2026-01-20 | |
| No 13F history on record for this holder in this stock. | ||||||