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

Q3 2025•406 long positions•$1.7B portfolio value

Holding425	Sector	Position↕	Traded↕	Ownership↕	Shares Δ↕	Shares Δ %	Market Cap↕	Owned Since↕
1 Dimensional U.S. Core Equity 2 DFAC	ETF ETF	$155.3M 9.13%	+$3.4M Bought	— 4.0M shares	3.9M → 4.0M +$3.4M	+2.21%	— —	Q4 2022 Held for 2y 11m
2 SPDR Portfolio S&P 500 ETF SPLG	ETF ETF	$125.7M 7.4%	+$6.0M Bought	— 1.6M shares	1.5M → 1.6M +$6.0M	+4.98%	— —	Q4 2022 Held for 2y 11m
3 DCOR Dimensional US Core Equity 1 DCOR	ETF ETF	$65.1M 3.83%	+$3.6M Bought	— 904.9K shares	854.2K → 904.9K +$3.6M	+5.93%	— —	Q1 2024 Held for 1y 8m
4 Dimensional World ex U.S. Core Equity 2 DFAX	ETF ETF	$57.7M 3.4%	-$497.3K Sold	— 1.8M shares	1.9M → 1.8M −$497.3K	-0.85%	— —	Q4 2022 Held for 2y 11m
5 Vanguard Growth VUG	ETF ETF	$52.2M 3.07%	+$5.5M Bought	— 108.8K shares	97.3K → 108.8K +$5.5M	+11.79%	— —	Q4 2022 Held for 2y 11m
6 Vanguard FTSE Developed Markets VEA	ETF ETF	$49.8M 2.93%	+$5.7M Bought	— 831.6K shares	736.0K → 831.6K +$5.7M	+12.99%	— —	Q4 2022 Held for 2y 11m
7 BlackRock U.S. Equity Factor Rotation DYNF	ETF ETF	$47.0M 2.77%	+$9.2M Bought	— 794.5K shares	638.7K → 794.5K +$9.2M	+24.38%	— —	Q1 2024 Held for 1y 8m
8 iShares MSCI USA Quality Factor QUAL	ETF ETF	$43.3M 2.55%	-$1.2M Sold	— 222.9K shares	228.8K → 222.9K −$1.2M	-2.62%	— —	Q1 2023 Held for 2y 8m
9 Vanguard Value VTV	ETF ETF	$40.2M 2.37%	+$3.9M Bought	— 215.6K shares	194.9K → 215.6K +$3.9M	+10.65%	— —	Q4 2022 Held for 2y 11m
10 Dimensional International Core Equity 2 DFIC	ETF ETF	$37.6M 2.21%	+$1.6M Bought	— 1.1M shares	1.1M → 1.1M +$1.6M	+4.49%	— —	Q1 2024 Held for 1y 8m
11 iShares Core MSCI Emerging Markets IEMG	ETF ETF	$31.6M 1.86%	+$3.2M Bought	— 479.5K shares	431.0K → 479.5K +$3.2M	+11.26%	— —	Q1 2023 Held for 2y 8m
12 Invesco S&P 500 Top 50 ETF XLG	ETF ETF	$31.3M 1.84%	+$16.7M Bought	— 543.5K shares	253.0K → 543.5K +$16.7M	+114.8%	— —	Q4 2024 Held for 11 months
13 BALT Innovator Defined Wealth Shield BALT	Unknown Unknown	$28.2M 1.66%	+$1.1M Bought	— 858.5K shares	823.6K → 858.5K +$1.1M	+4.24%	— —	Q4 2022 Held for 2y 11m
14 Apple AAPL	Consumer Electronics Technology	$25.1M 1.48%	+$3.8M Bought	0.001% 98.6K shares	83.8K → 98.6K +$3.8M	+17.68%	$3.78T Mega Cap	Q4 2022 Held for 2y 11m
15 SPDR Portfolio S&P 500 Growth ETF SPYG	ETF ETF	$24.8M 1.46%	+$1.2M Bought	— 237.7K shares	226.1K → 237.7K +$1.2M	+5.12%	— —	Q4 2022 Held for 2y 11m
16 SPDR Bloomberg 1-3 Month T-Bill ETF BIL	ETF ETF	$23.6M 1.39%	+$4.5M Bought	— 257.3K shares	208.4K → 257.3K +$4.5M	+23.49%	— —	Q4 2022 Held for 2y 11m
17 iShares S&P 500 Value IVE	ETF ETF	$23.5M 1.38%	+$2.4M Bought	— 113.9K shares	102.1K → 113.9K +$2.4M	+11.54%	— —	Q1 2024 Held for 1y 8m
18 Vanguard Total International Bond BNDX	ETF ETF	$18.9M 1.11%	+$429.4K Bought	— 381.8K shares	373.1K → 381.8K +$429.4K	+2.33%	— —	Q4 2022 Held for 2y 11m
19 Invesco QQQ Trust QQQ	ETF ETF	$18.0M 1.06%	+$1.1M Bought	— 30.0K shares	28.2K → 30.0K +$1.1M	+6.34%	— —	Q4 2022 Held for 2y 11m
20 THRO Theron Resource Group THRO	Unknown Unknown	$17.7M 1.04%	+$1.6M Bought	— 466.4K shares	424.3K → 466.4K +$1.6M	+9.94%	— —	Q2 2025 Held for 5 months
21 Microsoft MSFT	Software - Infrastructure Technology	$17.6M 1.04%	+$857.2K Bought	0.0% 34.1K shares	32.4K → 34.1K +$857.2K	+5.11%	$3.85T Mega Cap	Q4 2022 Held for 2y 11m
22 Vanguard FTSE Emerging Markets VWO	ETF ETF	$17.0M 0.997%	+$1.6M Bought	— 313.0K shares	284.0K → 313.0K +$1.6M	+10.19%	— —	Q4 2022 Held for 2y 11m
23 Dimensional Emerging Markets Core Equity 2 DFEM	ETF ETF	$15.9M 0.933%	+$766.6K Bought	— 494.7K shares	470.8K → 494.7K +$766.6K	+5.08%	— —	Q2 2024 Held for 1y 5m
24 DFSD Dimensional Short-Duration Fixed Income DFSD	ETF ETF	$15.6M 0.916%	+$967.0K Bought	— 323.2K shares	303.2K → 323.2K +$967.0K	+6.62%	— —	Q2 2024 Held for 1y 5m
25 SPDR Portfolio Developed World ex-US ETF SPDW	ETF ETF	$14.8M 0.871%	+$602.9K Bought	— 346.2K shares	332.1K → 346.2K +$602.9K	+4.24%	— —	Q4 2022 Held for 2y 11m
26 iShares MSCI USA Momentum Factor MTUM	ETF ETF	$14.0M 0.822%	+$162.6K Bought	— 54.5K shares	53.9K → 54.5K +$162.6K	+1.18%	— —	Q4 2024 Held for 11 months
27 Vanguard Small-Cap ETF VB	ETF ETF	$12.4M 0.732%	+$2.5M Bought	— 48.9K shares	38.9K → 48.9K +$2.5M	+25.77%	— —	Q4 2022 Held for 2y 11m
28 TLH iShares 10-20 Year Treasury Bond TLH	ETF ETF	$11.9M 0.7%	+$1.4M Bought	— 115.5K shares	102.1K → 115.5K +$1.4M	+13.2%	— —	Q3 2024 Held for 1y 2m
29 Vanguard Short-Term Bond BSV	ETF ETF	$11.7M 0.688%	+$1.1M Bought	— 148.2K shares	133.9K → 148.2K +$1.1M	+10.69%	— —	Q4 2022 Held for 2y 11m
30 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$11.6M 0.684%	+$1.0M Bought	0.001% 23.1K shares	21.1K → 23.1K +$1.0M	+9.65%	$1.08T Mega Cap	Q4 2022 Held for 2y 11m
31 Nvidia NVDA	Semiconductors Technology	$11.6M 0.681%	+$653.0K Bought	0.0% 62.1K shares	58.6K → 62.1K +$653.0K	+5.98%	$4.54T Mega Cap	Q1 2023 Held for 2y 8m
32 Invesco NASDAQ 100 ETF QQQM	ETF ETF	$11.3M 0.665%	-$8.2M Sold	— 45.7K shares	78.8K → 45.7K −$8.2M	-41.97%	— —	Q1 2024 Held for 1y 8m
33 IAU iShares Gold Trust IAU	Unknown Unknown	$11.3M 0.663%	+$3.6M Bought	— 154.9K shares	105.4K → 154.9K +$3.6M	+46.93%	— —	Q4 2024 Held for 11 months
34 Innovator U.S. Equity Ultra Buffer ETF UJUL	ETF ETF	$10.3M 0.606%	+$448.2K Bought	— 270.2K shares	258.4K → 270.2K +$448.2K	+4.55%	— —	Q4 2022 Held for 2y 11m
35 BlackRock Flexible Income BINC	ETF ETF	$10.2M 0.601%	+$1.2M Bought	— 191.9K shares	170.1K → 191.9K +$1.2M	+12.77%	— —	Q1 2024 Held for 1y 8m
36 Dimensional U.S. Equity DFUS	ETF ETF	$10.1M 0.592%	-$187.4K Sold	— 139.0K shares	141.6K → 139.0K −$187.4K	-1.83%	— —	Q4 2022 Held for 2y 11m
37 iShares MBS MBB	ETF ETF	$10.0M 0.586%	+$1.2M Bought	— 104.7K shares	91.6K → 104.7K +$1.2M	+14.27%	— —	Q4 2022 Held for 2y 11m
38 Vanguard S&P 500 ETF VOO	ETF ETF	$9.6M 0.563%	-$8.2M Sold	— 15.6K shares	29.0K → 15.6K −$8.2M	-46.17%	— —	Q4 2022 Held for 2y 11m
39 DFCF Dimensional Core Fixed Income DFCF	ETF ETF	$9.3M 0.547%	+$405.6K Bought	— 217.6K shares	208.1K → 217.6K +$405.6K	+4.56%	— —	Q2 2024 Held for 1y 5m
40 Global X Defense Tech SHLD	Unknown Unknown	$9.2M 0.539%	+$9.2M New	— 130.5K shares	0 → 130.5K +$9.2M	New	— —	Q3 2025 Held for 2 months
41 DFGX Dimensional Global ex US Core Fixed Income DFGX	ETF ETF	$9.0M 0.53%	+$368.4K Bought	— 166.9K shares	160.1K → 166.9K +$368.4K	+4.26%	— —	Q3 2024 Held for 1y 2m
42 Innovator U.S. Equity Ultra Buffer ETF UJAN	ETF ETF	$8.7M 0.509%	+$484.2K Bought	— 205.4K shares	193.9K → 205.4K +$484.2K	+5.93%	— —	Q4 2022 Held for 2y 11m
43 CGDV Capital Group Dividend Value CGDV	ETF ETF	$8.5M 0.5%	+$4.1M Bought	— 202.2K shares	105.6K → 202.2K +$4.1M	+91.41%	— —	Q2 2025 Held for 5 months
44 Innovator U.S. Equity Ultra Buffer ETF UOCT	ETF ETF	$8.3M 0.489%	+$499.4K Bought	— 216.4K shares	203.4K → 216.4K +$499.4K	+6.39%	— —	Q4 2022 Held for 2y 11m
45 DGCB Dimensional Global Credit DGCB	ETF ETF	$8.2M 0.483%	+$267.9K Bought	— 148.1K shares	143.3K → 148.1K +$267.9K	+3.37%	— —	Q3 2024 Held for 1y 2m
46 Innovator U.S. Equity Ultra Buffer ETF UAPR	ETF ETF	$8.1M 0.476%	+$419.4K Bought	— 251.5K shares	238.5K → 251.5K +$419.4K	+5.47%	— —	Q4 2022 Held for 2y 11m
47 Vanguard Total Stock Market VTI	ETF ETF	$7.0M 0.412%	-$4.7M Sold	— 21.4K shares	35.6K → 21.4K −$4.7M	-39.96%	— —	Q4 2022 Held for 2y 11m
48 iShares Semiconductor SOXX	ETF ETF	$6.9M 0.407%	+$2.2M Bought	— 25.5K shares	17.4K → 25.5K +$2.2M	+47.15%	— —	Q4 2022 Held for 2y 11m
49 AbbVie ABBV	Drug Manufacturers - General Healthcare	$6.7M 0.394%	-$98.9K Sold	0.002% 28.9K shares	29.4K → 28.9K −$98.9K	-1.45%	$409.03B Mega Cap	Q4 2022 Held for 2y 11m
50 First Trust RBA American Industrial Renaissance AIRR	ETF ETF	$6.5M 0.382%	+$2.3M Bought	— 67.2K shares	43.7K → 67.2K +$2.3M	+53.85%	— —	Q2 2025 Held for 5 months

Holding425	Sector	Position↕	Traded↕	Ownership↕	Shares Δ↕	Shares Δ %	Market Cap↕	Owned Since↕
1 Dimensional U.S. Core Equity 2 DFAC	ETF ETF	$155.3M 9.13%	+$3.4M Bought	— 4.0M shares	3.9M → 4.0M +$3.4M	+2.21%	— —	Q4 2022 Held for 2y 11m
2 SPDR Portfolio S&P 500 ETF SPLG	ETF ETF	$125.7M 7.4%	+$6.0M Bought	— 1.6M shares	1.5M → 1.6M +$6.0M	+4.98%	— —	Q4 2022 Held for 2y 11m
3 DCOR Dimensional US Core Equity 1 DCOR	ETF ETF	$65.1M 3.83%	+$3.6M Bought	— 904.9K shares	854.2K → 904.9K +$3.6M	+5.93%	— —	Q1 2024 Held for 1y 8m
4 Dimensional World ex U.S. Core Equity 2 DFAX	ETF ETF	$57.7M 3.4%	-$497.3K Sold	— 1.8M shares	1.9M → 1.8M −$497.3K	-0.85%	— —	Q4 2022 Held for 2y 11m
5 Vanguard Growth VUG	ETF ETF	$52.2M 3.07%	+$5.5M Bought	— 108.8K shares	97.3K → 108.8K +$5.5M	+11.79%	— —	Q4 2022 Held for 2y 11m
6 Vanguard FTSE Developed Markets VEA	ETF ETF	$49.8M 2.93%	+$5.7M Bought	— 831.6K shares	736.0K → 831.6K +$5.7M	+12.99%	— —	Q4 2022 Held for 2y 11m
7 BlackRock U.S. Equity Factor Rotation DYNF	ETF ETF	$47.0M 2.77%	+$9.2M Bought	— 794.5K shares	638.7K → 794.5K +$9.2M	+24.38%	— —	Q1 2024 Held for 1y 8m
8 iShares MSCI USA Quality Factor QUAL	ETF ETF	$43.3M 2.55%	-$1.2M Sold	— 222.9K shares	228.8K → 222.9K −$1.2M	-2.62%	— —	Q1 2023 Held for 2y 8m
9 Vanguard Value VTV	ETF ETF	$40.2M 2.37%	+$3.9M Bought	— 215.6K shares	194.9K → 215.6K +$3.9M	+10.65%	— —	Q4 2022 Held for 2y 11m
10 Dimensional International Core Equity 2 DFIC	ETF ETF	$37.6M 2.21%	+$1.6M Bought	— 1.1M shares	1.1M → 1.1M +$1.6M	+4.49%	— —	Q1 2024 Held for 1y 8m
11 iShares Core MSCI Emerging Markets IEMG	ETF ETF	$31.6M 1.86%	+$3.2M Bought	— 479.5K shares	431.0K → 479.5K +$3.2M	+11.26%	— —	Q1 2023 Held for 2y 8m
12 Invesco S&P 500 Top 50 ETF XLG	ETF ETF	$31.3M 1.84%	+$16.7M Bought	— 543.5K shares	253.0K → 543.5K +$16.7M	+114.8%	— —	Q4 2024 Held for 11 months
13 BALT Innovator Defined Wealth Shield BALT	Unknown Unknown	$28.2M 1.66%	+$1.1M Bought	— 858.5K shares	823.6K → 858.5K +$1.1M	+4.24%	— —	Q4 2022 Held for 2y 11m
14 Apple AAPL	Consumer Electronics Technology	$25.1M 1.48%	+$3.8M Bought	0.001% 98.6K shares	83.8K → 98.6K +$3.8M	+17.68%	$3.78T Mega Cap	Q4 2022 Held for 2y 11m
15 SPDR Portfolio S&P 500 Growth ETF SPYG	ETF ETF	$24.8M 1.46%	+$1.2M Bought	— 237.7K shares	226.1K → 237.7K +$1.2M	+5.12%	— —	Q4 2022 Held for 2y 11m
16 SPDR Bloomberg 1-3 Month T-Bill ETF BIL	ETF ETF	$23.6M 1.39%	+$4.5M Bought	— 257.3K shares	208.4K → 257.3K +$4.5M	+23.49%	— —	Q4 2022 Held for 2y 11m
17 iShares S&P 500 Value IVE	ETF ETF	$23.5M 1.38%	+$2.4M Bought	— 113.9K shares	102.1K → 113.9K +$2.4M	+11.54%	— —	Q1 2024 Held for 1y 8m
18 Vanguard Total International Bond BNDX	ETF ETF	$18.9M 1.11%	+$429.4K Bought	— 381.8K shares	373.1K → 381.8K +$429.4K	+2.33%	— —	Q4 2022 Held for 2y 11m
19 Invesco QQQ Trust QQQ	ETF ETF	$18.0M 1.06%	+$1.1M Bought	— 30.0K shares	28.2K → 30.0K +$1.1M	+6.34%	— —	Q4 2022 Held for 2y 11m
20 THRO Theron Resource Group THRO	Unknown Unknown	$17.7M 1.04%	+$1.6M Bought	— 466.4K shares	424.3K → 466.4K +$1.6M	+9.94%	— —	Q2 2025 Held for 5 months
21 Microsoft MSFT	Software - Infrastructure Technology	$17.6M 1.04%	+$857.2K Bought	0.0% 34.1K shares	32.4K → 34.1K +$857.2K	+5.11%	$3.85T Mega Cap	Q4 2022 Held for 2y 11m
22 Vanguard FTSE Emerging Markets VWO	ETF ETF	$17.0M 0.997%	+$1.6M Bought	— 313.0K shares	284.0K → 313.0K +$1.6M	+10.19%	— —	Q4 2022 Held for 2y 11m
23 Dimensional Emerging Markets Core Equity 2 DFEM	ETF ETF	$15.9M 0.933%	+$766.6K Bought	— 494.7K shares	470.8K → 494.7K +$766.6K	+5.08%	— —	Q2 2024 Held for 1y 5m
24 DFSD Dimensional Short-Duration Fixed Income DFSD	ETF ETF	$15.6M 0.916%	+$967.0K Bought	— 323.2K shares	303.2K → 323.2K +$967.0K	+6.62%	— —	Q2 2024 Held for 1y 5m
25 SPDR Portfolio Developed World ex-US ETF SPDW	ETF ETF	$14.8M 0.871%	+$602.9K Bought	— 346.2K shares	332.1K → 346.2K +$602.9K	+4.24%	— —	Q4 2022 Held for 2y 11m
26 iShares MSCI USA Momentum Factor MTUM	ETF ETF	$14.0M 0.822%	+$162.6K Bought	— 54.5K shares	53.9K → 54.5K +$162.6K	+1.18%	— —	Q4 2024 Held for 11 months
27 Vanguard Small-Cap ETF VB	ETF ETF	$12.4M 0.732%	+$2.5M Bought	— 48.9K shares	38.9K → 48.9K +$2.5M	+25.77%	— —	Q4 2022 Held for 2y 11m
28 TLH iShares 10-20 Year Treasury Bond TLH	ETF ETF	$11.9M 0.7%	+$1.4M Bought	— 115.5K shares	102.1K → 115.5K +$1.4M	+13.2%	— —	Q3 2024 Held for 1y 2m
29 Vanguard Short-Term Bond BSV	ETF ETF	$11.7M 0.688%	+$1.1M Bought	— 148.2K shares	133.9K → 148.2K +$1.1M	+10.69%	— —	Q4 2022 Held for 2y 11m
30 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$11.6M 0.684%	+$1.0M Bought	0.001% 23.1K shares	21.1K → 23.1K +$1.0M	+9.65%	$1.08T Mega Cap	Q4 2022 Held for 2y 11m
31 Nvidia NVDA	Semiconductors Technology	$11.6M 0.681%	+$653.0K Bought	0.0% 62.1K shares	58.6K → 62.1K +$653.0K	+5.98%	$4.54T Mega Cap	Q1 2023 Held for 2y 8m
32 Invesco NASDAQ 100 ETF QQQM	ETF ETF	$11.3M 0.665%	-$8.2M Sold	— 45.7K shares	78.8K → 45.7K −$8.2M	-41.97%	— —	Q1 2024 Held for 1y 8m
33 IAU iShares Gold Trust IAU	Unknown Unknown	$11.3M 0.663%	+$3.6M Bought	— 154.9K shares	105.4K → 154.9K +$3.6M	+46.93%	— —	Q4 2024 Held for 11 months
34 Innovator U.S. Equity Ultra Buffer ETF UJUL	ETF ETF	$10.3M 0.606%	+$448.2K Bought	— 270.2K shares	258.4K → 270.2K +$448.2K	+4.55%	— —	Q4 2022 Held for 2y 11m
35 BlackRock Flexible Income BINC	ETF ETF	$10.2M 0.601%	+$1.2M Bought	— 191.9K shares	170.1K → 191.9K +$1.2M	+12.77%	— —	Q1 2024 Held for 1y 8m
36 Dimensional U.S. Equity DFUS	ETF ETF	$10.1M 0.592%	-$187.4K Sold	— 139.0K shares	141.6K → 139.0K −$187.4K	-1.83%	— —	Q4 2022 Held for 2y 11m
37 iShares MBS MBB	ETF ETF	$10.0M 0.586%	+$1.2M Bought	— 104.7K shares	91.6K → 104.7K +$1.2M	+14.27%	— —	Q4 2022 Held for 2y 11m
38 Vanguard S&P 500 ETF VOO	ETF ETF	$9.6M 0.563%	-$8.2M Sold	— 15.6K shares	29.0K → 15.6K −$8.2M	-46.17%	— —	Q4 2022 Held for 2y 11m
39 DFCF Dimensional Core Fixed Income DFCF	ETF ETF	$9.3M 0.547%	+$405.6K Bought	— 217.6K shares	208.1K → 217.6K +$405.6K	+4.56%	— —	Q2 2024 Held for 1y 5m
40 Global X Defense Tech SHLD	Unknown Unknown	$9.2M 0.539%	+$9.2M New	— 130.5K shares	0 → 130.5K +$9.2M	New	— —	Q3 2025 Held for 2 months
41 DFGX Dimensional Global ex US Core Fixed Income DFGX	ETF ETF	$9.0M 0.53%	+$368.4K Bought	— 166.9K shares	160.1K → 166.9K +$368.4K	+4.26%	— —	Q3 2024 Held for 1y 2m
42 Innovator U.S. Equity Ultra Buffer ETF UJAN	ETF ETF	$8.7M 0.509%	+$484.2K Bought	— 205.4K shares	193.9K → 205.4K +$484.2K	+5.93%	— —	Q4 2022 Held for 2y 11m
43 CGDV Capital Group Dividend Value CGDV	ETF ETF	$8.5M 0.5%	+$4.1M Bought	— 202.2K shares	105.6K → 202.2K +$4.1M	+91.41%	— —	Q2 2025 Held for 5 months
44 Innovator U.S. Equity Ultra Buffer ETF UOCT	ETF ETF	$8.3M 0.489%	+$499.4K Bought	— 216.4K shares	203.4K → 216.4K +$499.4K	+6.39%	— —	Q4 2022 Held for 2y 11m
45 DGCB Dimensional Global Credit DGCB	ETF ETF	$8.2M 0.483%	+$267.9K Bought	— 148.1K shares	143.3K → 148.1K +$267.9K	+3.37%	— —	Q3 2024 Held for 1y 2m
46 Innovator U.S. Equity Ultra Buffer ETF UAPR	ETF ETF	$8.1M 0.476%	+$419.4K Bought	— 251.5K shares	238.5K → 251.5K +$419.4K	+5.47%	— —	Q4 2022 Held for 2y 11m
47 Vanguard Total Stock Market VTI	ETF ETF	$7.0M 0.412%	-$4.7M Sold	— 21.4K shares	35.6K → 21.4K −$4.7M	-39.96%	— —	Q4 2022 Held for 2y 11m
48 iShares Semiconductor SOXX	ETF ETF	$6.9M 0.407%	+$2.2M Bought	— 25.5K shares	17.4K → 25.5K +$2.2M	+47.15%	— —	Q4 2022 Held for 2y 11m
49 AbbVie ABBV	Drug Manufacturers - General Healthcare	$6.7M 0.394%	-$98.9K Sold	0.002% 28.9K shares	29.4K → 28.9K −$98.9K	-1.45%	$409.03B Mega Cap	Q4 2022 Held for 2y 11m
50 First Trust RBA American Industrial Renaissance AIRR	ETF ETF	$6.5M 0.382%	+$2.3M Bought	— 67.2K shares	43.7K → 67.2K +$2.3M	+53.85%	— —	Q2 2025 Held for 5 months

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

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