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C2C Wealth Management, LLC

13F
C2C Wealth Management, LLC
Last update 2025-07-17 82 Stocks (1 new)
Value $110.00 Mil Turnover 1 %
Countries:
C2C Wealth Management, LLC Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT
Microsoft Corp
16,187
8,051.7
0%
7.290
0%
0.000
+38.94%
+21.47%
3,790,969.0
Software
AAPL
Apple Inc
38,986
7,998.8
-2.50%
7.240
-0.21%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
IVV
iShares Core S&P 500 ETF
12,783
7,937.1
+0.84%
7.190
+0.06%
0.000
+19.67%
+7.80%
634,518.9
 
UTF
Cohen & Steers Infrastructure Fund Inc
Cohen & Steers Infrastructure Fund Inc
252,630
6,808.4
+0.70%
6.170
+0.04%
0.260
+9.06%
+15.66%
2,570.9
Asset Management
XLK
Technology Select Sector SPDR ETF
22,743
5,759.3
-0.49%
5.220
-0.02%
0.010
+35.50%
+12.58%
82,351.5
 
IBM
International Business Machines Corp
International Business Machines Corp
18,029
5,314.7
0%
4.810
0%
0.000
+20.50%
+31.78%
265,686.6
Software
CVX
Chevron Corp
37,099
5,312.2
-5.47%
4.810
-0.34%
0.000
+10.15%
+6.01%
259,903.2
Oil & Gas
IWM
iShares Russell 2000 ETF
22,411
4,836.1
-1.71%
4.380
-0.07%
0.010
+19.55%
+1.12%
66,553.7
 
ETY
Eaton Vance Tax-mgd Dvsf Eq Inc Fd
238,094
3,683.3
-2.18%
3.340
-0.07%
0.150
+20.44%
+8.89%
2,446.0
Asset Management
IJH
iShares Core S&P Mid-Cap ETF
50,932
3,158.8
-1.54%
2.860
-0.04%
0.000
+16.06%
+2.45%
97,230.9
 

C2C Wealth Management, LLC's Historical Top Holdings Breakdowns

C2C Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MDLZ
Mondelez International Inc
2025-06-30
Sold Out
Sold Out
-0.41%
63.54 ($66.74) 68.5
$69.81
4.60%
Sold Out
0
-6,359
CVX
Chevron Corp
2025-06-30
Reduce
Reduce
-0.34%
133.73 ($141.39) 168.51
$150.04
6.12%
Reduce -5.47%
37,099
-2,148
MO
Altria Group Inc
2025-06-30
Reduce
Reduce
-0.28%
55.56 ($58.75) 60.91
$58.02
-1.24%
Reduce -54.56%
4,204
-5,048
DVY
iShares Select Dividend ETF
2025-06-30
Sold Out
Sold Out
-0.23%
118.37 ($129.55) 134.86
$135.62
4.69%
Sold Out
0
-1,850
AAPL
Apple Inc
2025-06-30
Reduce
Reduce
-0.21%
172.42 ($202.27) 223.89
$211.18
4.41%
Reduce -2.5%
38,986
-1,000
VEA
Vanguard FTSE Developed Markets ETF
2025-06-30
Reduce
Reduce
-0.21%
45.65 ($53.52) 57.01
$56.64
5.83%
Reduce -8.62%
46,067
-4,346
ED
Consolidated Edison Inc
2025-06-30
Sold Out
Sold Out
-0.21%
98.05 ($105.94) 113.3
$101.08
-4.59%
Sold Out
0
-1,982
VO
Vanguard Mid-Cap ETF
2025-06-30
New Buy
New Buy
+0.20%
228.54 ($262.5) 279.83
$284.74
8.47%
New holding
772
772
JNJ
Johnson & Johnson
2025-06-30
Sold Out
Sold Out
-0.20%
146.36 ($153.9) 165.84
$163.70
6.37%
Sold Out
0
-1,254
MRK
Merck & Co Inc
2025-06-30
Sold Out
Sold Out
-0.20%
73.47 ($79.65) 89.76
$79.96
0.39%
Sold Out
0
-2,333

C2C Wealth Management, LLC Total Holding History ($B)

To

C2C Wealth Management, LLC's Asset Allocation

To

C2C Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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C2C Wealth Management, LLC's Hypothetical Growth since 2025-06-30

C2C Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

C2C Wealth Management, LLC's Holdings Heat Map

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C2C Wealth Management, LLC's Holdings Bubble Chart

C2C Wealth Management, LLC News

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