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C2C Wealth Management, LLC13F | |
C2C Wealth Management, LLC | |
Last update 2025-07-17 | 82 Stocks (1 new) |
Value $110.00 Mil | Turnover 1 % |
C2C Wealth Management, LLC Top Holdings of 2025-06-30
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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
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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)
C2C Wealth Management, LLC's Asset Allocation
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 % |
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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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