C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors opened 17 positions, added to 62, reduced 53, sold out of 11 and left 8 unchanged. The largest increase in value was AAPL (+$4,184,720); the largest decrease was XOMXXXX (-$4,508,875).
- GLD: Country of operation United States; Class GOLD SHS; Shares 2026-03-31 10,167; Shares 2026-06-30 7,471.
- CAT: Country of operation United States; Class COM; Shares 2026-03-31 4,096; Shares 2026-06-30 4,025.
- PLTR: Country of operation United States; Class CL A; Shares 2026-03-31 12,807; Shares 2026-06-30 5,006.
- AMD: Country of operation United States; Class COM; Shares 2026-03-31 6,133; Shares 2026-06-30 4,357.
Two Form 13F-HR filings compared (SEC CIK 1965756): 2026-03-31 (filed 2026-04-09) and 2026-06-30 (filed 2026-07-20). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
|---|
GLD
SPDR GOLD TR | United States | GOLD SHS | 10,167 | 7,471 | -2,696 | $4,374,554 | $2,751,992 | -$1,622,562 |
|---|
CAT
CATERPILLAR INC | United States | COM | 4,096 | 4,025 | -71 | $2,901,628 | $4,286,305 | +$1,384,677 |
|---|
PLTR
PALANTIR TECHNOLOGIES INC | United States | CL A | 12,807 | 5,006 | -7,801 | $1,873,422 | $584,061 | -$1,289,361 |
|---|
AMD
ADVANCED MICRO DEVICES INC | United States | COM | 6,133 | 4,357 | -1,776 | $1,247,636 | $2,530,810 | +$1,283,174 |
|---|
JNJ
JOHNSON & JOHNSON | United States | COM | 11,458 | 7,826 | -3,632 | $2,800,850 | $1,987,583 | -$813,267 |
|---|
NFLX
NETFLIX INC. | United States | COM | 24,213 | 21,582 | -2,631 | $2,328,080 | $1,540,955 | -$787,125 |
|---|
GOOG
ALPHABET INC | United States | CAP STK CL C | 14,554 | 14,013 | -541 | $4,174,842 | $4,951,189 | +$776,347 |
|---|
CRDO
CREDO TECHNOLOGY GROUP HOLDI | Cayman Islands | ORDINARY SHARES | 13,952 | 7,343 | -6,609 | $1,309,674 | $1,996,929 | +$687,255 |
|---|
MSFT
MICROSOFT CORP | United States | COM | 36,037 | 33,991 | -2,046 | $13,339,833 | $12,679,400 | -$660,433 |
|---|
COST
COSTCO WHOLESALE CORPORATION | United States | COM | 3,476 | 3,009 | -467 | $3,463,424 | $2,814,518 | -$648,906 |
|---|
NEE
NEXTERA ENERGY INC | United States | COM | 10,572 | 5,476 | -5,096 | $981,887 | $480,658 | -$501,229 |
|---|
MIAX
MIAMI INTL HLDGS INC | United States | COM | 46,948 | 36,729 | -10,219 | $1,827,216 | $1,364,850 | -$462,366 |
|---|
T
AT&T INC | United States | COM | 36,568 | 31,452 | -5,116 | $1,060,116 | $651,052 | -$409,064 |
|---|
CRWD
CROWDSTRIKE HLDGS INC | United States | CL A | 1,043 | 1,028 | -15 | $407,089 | $784,297 | +$377,208 |
|---|
META
META PLATFORMS INC | United States | CL A | 4,609 | 4,092 | -517 | $2,636,683 | $2,304,828 | -$331,855 |
|---|
IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 9,717 | 9,491 | -226 | $2,355,248 | $2,668,968 | +$313,720 |
|---|
VZ
VERIZON COMMUNICATIONS INC | United States | COM | 12,472 | 7,987 | -4,485 | $626,077 | $338,174 | -$287,903 |
|---|
LLY
ELI LILLY & CO | United States | COM | 1,487 | 1,374 | -113 | $1,367,636 | $1,648,481 | +$280,845 |
|---|
WMT
WALMART INC | United States | COM | 16,769 | 15,994 | -775 | $2,084,028 | $1,811,479 | -$272,549 |
|---|
HD
HOME DEPOT INC | United States | COM | 11,588 | 11,511 | -77 | $3,811,141 | $4,059,561 | +$248,420 |
|---|
SLV
ISHARES SILVER TR | United States | ISHARES | 14,999 | 14,544 | -455 | $1,022,032 | $777,668 | -$244,364 |
|---|
BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 19,436 | 19,068 | -368 | $9,313,515 | $9,541,210 | +$227,695 |
|---|
ABBV
ABBVIE INC | United States | COM | 22,439 | 20,281 | -2,158 | $4,880,266 | $5,103,459 | +$223,193 |
|---|
QCOM
QUALCOMM INC | United States | COM | 3,582 | 3,455 | -127 | $461,282 | $638,418 | +$177,136 |
|---|
TER
TERADYNE INC | United States | COM | 2,225 | 1,724 | -501 | $659,632 | $834,143 | +$174,511 |
|---|
COP
CONOCOPHILLIPS | United States | COM | 4,949 | 4,808 | -141 | $653,225 | $499,869 | -$153,356 |
|---|
SHOP
SHOPIFY INC | | CL A SUB VTG SHS | 5,567 | 4,552 | -1,015 | $660,358 | $519,747 | -$140,611 |
|---|
AMGN
AMGEN INC | United States | COM | 1,967 | 1,561 | -406 | $692,129 | $565,121 | -$127,008 |
|---|
LMT
LOCKHEED MARTIN CORP | United States | COM | 1,177 | 1,149 | -28 | $711,359 | $585,468 | -$125,891 |
|---|
ETN
EATON CORP PLC | | SHS | 1,793 | 1,759 | -34 | $641,474 | $749,644 | +$108,170 |
|---|
CSCO
CISCO SYS INC | United States | COM | 3,888 | 3,453 | -435 | $301,651 | $405,643 | +$103,992 |
|---|
KO
COCA COLA CO | United States | COM | 8,137 | 6,337 | -1,800 | $618,810 | $515,042 | -$103,768 |
|---|
MS
MORGAN STANLEY | United States | COM NEW | 3,188 | 2,020 | -1,168 | $524,729 | $422,344 | -$102,385 |
|---|
GEV
GE VERNOVA INC | United States | COM | 447 | 412 | -35 | $390,372 | $484,434 | +$94,062 |
|---|
UPS
UNITED PARCEL SVCS INC | United States | CL B | 7,055 | 5,585 | -1,470 | $694,049 | $600,393 | -$93,656 |
|---|
CVS
CVS HEALTH CORP | United States | COM | 4,907 | 4,226 | -681 | $352,421 | $437,171 | +$84,750 |
|---|
NUE
NUCOR CORP | United States | COM | 1,353 | 1,345 | -8 | $228,876 | $299,654 | +$70,778 |
|---|
PSX
PHILLIPS 66 | United States | COM | 4,023 | 3,964 | -59 | $732,910 | $670,114 | -$62,796 |
|---|
DUK
DUKE ENERGY CORP NEW | United States | COM NEW | 6,205 | 5,935 | -270 | $812,446 | $751,250 | -$61,196 |
|---|
LOW
LOWES COS INC | United States | COM | 3,020 | 2,982 | -38 | $713,601 | $657,430 | -$56,171 |
|---|
TSLA
TESLA INC | United States | COM | 5,356 | 4,602 | -754 | $1,991,170 | $1,935,438 | -$55,732 |
|---|
RTX
RTX CORPORATION | United States | COM | 3,933 | 3,772 | -161 | $758,714 | $715,645 | -$43,069 |
|---|
FBTC
FIDELITY WISE ORIGIN BITCOIN | United States | SHS | 4,225 | 4,222 | -3 | $249,402 | $215,533 | -$33,869 |
|---|
NDSN
NORDSON CORP | United States | COM | 2,381 | 2,205 | -176 | $633,553 | $665,343 | +$31,790 |
|---|
AXON
AXON ENTERPRISE INC | United States | COM | 557 | 477 | -80 | $236,552 | $267,411 | +$30,859 |
|---|
NSC
NORFOLK SOUTHN CORP | United States | COM | 1,047 | 859 | -188 | $300,389 | $270,127 | -$30,262 |
|---|
GILD
GILEAD SCIENCES INC | United States | COM | 2,153 | 2,146 | -7 | $300,131 | $271,132 | -$28,999 |
|---|
BNY
BANK OF NY MELLON CORP | United States | COM | 1,927 | 1,416 | -511 | $228,600 | $204,825 | -$23,775 |
|---|
DGX
QUEST DIAGNOSTICS INC | United States | COM | 1,472 | 1,452 | -20 | $288,483 | $307,751 | +$19,268 |
|---|
ETR
ENTERGY CORP NEW | United States | COM | 2,978 | 2,771 | -207 | $334,558 | $318,269 | -$16,289 |
|---|
MO
ALTRIA GROUP INC | United States | COM | 11,658 | 10,775 | -883 | $769,344 | $775,296 | +$5,952 |
|---|
ZVIA
ZEVIA PBC | United States | CL A | 13,116 | 12,116 | -1,000 | $15,346 | $19,749 | +$4,403 |
|---|
ENB
ENBRIDGE INC | | COM | 5,524 | 5,516 | -8 | $299,084 | $299,037 | -$47 |
|---|