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Home > Institutional Investor > C2p Capital Advisory Group, Llc D.b.a. Prosperity Capital Advisors > Profile

Instuitional Investor - C2p Capital Advisory Group, Llc D.b.a. Prosperity Capital Advisors

Fund Profile
Filing Period:
Fund Name: C2p Capital Advisory Group, Llc D.b.a. Prosperity Capital Advisors
Portfolio Value $1,184,095,337
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 3,943,633 $136,410,279 11.52%
2.
Suburban Propane Partners Lp
 SPH 1,415,120 $97,558,385 8.23%
3.
Discover Financial Services
 DFS 2,030,631 $50,481,511 4.26%
4.
Dimensional Etf Trust
 747,781 $47,977,651 4.05%
5.
Virtu Financial Inc.
 VIRT 103,531 $42,493,277 3.58%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)