C2C Wealth Management, LLC
CIK: 0001868903SEC EDGAR →
Portfolio Value
$118.6M
Holdings
87
As of
Q4 2025
New Positions
3
Closed Positions
1
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 39,168 | $10.6M | 8.98% |
| 2 | ISHARES TR | 12,984 | $8.9M | 7.50% |
| 3 | MICROSOFT CORP | 16,392 | $7.9M | 6.68% |
| 4 | SELECT SECTOR SPDR TR | 46,028 | $6.6M | 5.59% |
| 5 | COHEN & STEERS INFRASTRUCTUR | 261,070 | $6.3M | 5.31% |
| 6 | INTERNATIONAL BUSINESS MACHS | 18,514 | $5.5M | 4.62% |
| 7 | CHEVRON CORP NEW | 35,716 | $5.4M | 4.59% |
| 8 | ISHARES TR | 20,502 | $5.0M | 4.25% |
| 9 | EATON VANCE TAX-MANAGED DIVE | 233,594 | $3.6M | 3.02% |
| 10 | ISHARES TR | 50,231 | $3.3M | 2.79% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 34 | $52.1M | 44.0% |
| Technology | 9 | $34.4M | 29.0% |
| Energy | 7 | $10.7M | 9.1% |
| Unknown | 6 | $7.6M | 6.4% |
| Healthcare | 9 | $4.8M | 4.1% |
| Communication Services | 5 | $2.1M | 1.8% |
| Real Estate | 4 | $2.0M | 1.7% |
| Consumer Defensive | 6 | $1.9M | 1.6% |
| Consumer Cyclical | 3 | $1.5M | 1.2% |
| Utilities | 2 | $617K | 0.5% |
| Industrials | 1 | $455K | 0.4% |
| Basic Materials | 1 | $364K | 0.3% |