The Analysis of C2C Wealth Management, LLC's Holdings
Currently, C2C Wealth Management, LLC holds 84 types of securities in its portfolio with a total value $116.5M. In the most recent quarter, they have increased their positions in GOOGL (+1.3K shares, valued at $324.3K), JNJ (+1.3K shares, valued at $232.4K), UTF (+3.9K shares, valued at $96.7K); decreased their positions in CVX (-1.2K shares, valued at $190.2K), XOM (-982 shares, valued at $110.7K), XLE (-1.2K shares, valued at $106.3K); initiated new positions in GOOGL (+1.3K shares, valued at $324.3K), JNJ (+1.3K shares, valued at $232.4K), INVE (+10.0K shares, valued at $34.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC39.0K shares0.00%2025-09-302025-11-12
IVV ISHARES TR12.8K shares0.10%2025-09-302025-11-12 MSFT MICROSOFT CORP16.2K shares0.00%2025-09-302025-11-12 XLK SELECT SECTOR SPDR TR22.7K shares-0.24%2025-09-302025-11-12 UTF COHEN & STEERS INFRASTRUCTUR256.5K shares1.54%2025-09-302025-11-12 CVX CHEVRON CORP NEW35.9K shares-3.30%2025-09-302025-11-12 IWM ISHARES TR22.4K shares-0.18%2025-09-302025-11-12 IBM INTERNATIONAL BUSINESS MACHS18.0K shares0.00%2025-09-302025-11-12 ETY EATON VANCE TAX-MANAGED DIVE233.6K shares-1.89%2025-09-302025-11-12 IJH ISHARES TR50.8K shares-0.23%2025-09-302025-11-12 VEA VANGUARD TAX-MANAGED FDS46.1K shares0.00%2025-09-302025-11-12 AGG ISHARES TR23.3K shares0.00%2025-09-302025-11-12 EPD ENTERPRISE PRODS PARTNERS L63.1K shares4.99%2025-09-302025-11-12 IJK ISHARES TR19.5K shares0.00%2025-09-302025-11-12 IJJ ISHARES TR14.0K shares0.00%2025-09-302025-11-12 VWO VANGUARD INTL EQUITY INDEX F33.3K shares-0.21%2025-09-302025-11-12 PM PHILIP MORRIS INTL INC10.3K shares0.00%2025-09-302025-11-12 GSLC GOLDMAN SACHS ETF TR12.6K shares-2.33%2025-09-302025-11-12 XLY SELECT SECTOR SPDR TR6.3K shares0.00%2025-09-302025-11-12 SYK STRYKER CORPORATION4.0K shares0.00%2025-09-302025-11-12 HYLB DBX ETF TR38.3K shares0.00%2025-09-302025-11-12 IVW ISHARES TR11.2K shares0.00%2025-09-302025-11-12 XLF SELECT SECTOR SPDR TR24.1K shares0.00%2025-09-302025-11-12 PTY PIMCO CORPORATE & INCOME OPP87.6K shares6.70%2025-09-302025-11-12 NVDA NVIDIA CORPORATION6.2K shares0.00%2025-09-302025-11-12 WFC WELLS FARGO CO NEW13.3K shares0.00%2025-09-302025-11-12 IEMG ISHARES INC16.9K shares-0.47%2025-09-302025-11-12 MPLX MPLX LP21.4K shares4.90%2025-09-302025-11-12 ARCC ARES CAPITAL CORP49.9K shares-1.48%2025-09-302025-11-12 USMV ISHARES TR10.2K shares0.00%2025-09-302025-11-12 ABBV ABBVIE INC4.1K shares0.00%2025-09-302025-11-12 QQQ INVESCO QQQ TR1.6K shares0.00%2025-09-302025-11-12 XLE SELECT SECTOR SPDR TR9.6K shares-11.07%2025-09-302025-11-12 BAC BANK AMERICA CORP16.0K shares0.00%2025-09-302025-11-12 AMZN AMAZON COM INC3.5K shares6.82%2025-09-302025-11-12 VZ VERIZON COMMUNICATIONS INC16.7K shares-4.03%2025-09-302025-11-12 OHI OMEGA HEALTHCARE INVS INC17.3K shares0.00%2025-09-302025-11-12 XOM EXXON MOBIL CORP6.4K shares-13.35%2025-09-302025-11-12 STX SEAGATE TECHNOLOGY HLDNGS PL3.0K shares0.00%2025-09-302025-11-12 IVE ISHARES TR3.4K shares0.00%2025-09-302025-11-12 BRK.B BERKSHIRE HATHAWAY INC DEL1.3K shares9.02%2025-09-302025-11-12 WPC WP CAREY INC9.7K shares-12.93%2025-09-302025-11-12 META META PLATFORMS INC849 shares0.00%2025-09-302025-11-12 LLY ELI LILLY & CO790 shares0.00%2025-09-302025-11-12 OKE ONEOK INC NEW7.8K shares0.00%2025-09-302025-11-12 MMC MARSH & MCLENNAN COS INC2.6K shares0.00%2025-09-302025-11-12 BIO BIO RAD LABS INC1.7K shares0.00%2025-09-302025-11-12 WMT WALMART INC4.5K shares0.00%2025-09-302025-11-12 BA BOEING CO2.1K shares0.00%2025-09-302025-11-12 T AT&T INC15.8K shares0.00%2025-09-302025-11-12 V VISA INC1.3K shares6.83%2025-09-302025-11-12 ET ENERGY TRANSFER L P23.8K shares0.00%2025-09-302025-11-12 ABT ABBOTT LABS3.0K shares0.00%2025-09-302025-11-12 LIN LINDE PLC817 shares0.00%2025-09-302025-11-12 GPC GENUINE PARTS CO2.6K shares0.00%2025-09-302025-11-12 CSCO CISCO SYS INC5.3K shares0.00%2025-09-302025-11-12 NJR NEW JERSEY RES CORP7.4K shares0.00%2025-09-302025-11-12 WELL WELLTOWER INC2.0K shares0.00%2025-09-302025-11-12 AMGN AMGEN INC1.2K shares0.00%2025-09-302025-11-12 HD HOME DEPOT INC855 shares0.00%2025-09-302025-11-12 NFLX NETFLIX INC282 shares0.00%2025-09-302025-11-12 DIV GLOBAL X FDS19.0K shares0.00%2025-09-302025-11-12 TRGP TARGA RES CORP2.0K shares-11.11%2025-09-302025-11-12 GOOGL ALPHABET INC1.3K sharesnew addition2025-09-302025-11-12 CL COLGATE PALMOLIVE CO3.8K shares0.00%2025-09-302025-11-12 COST COSTCO WHSL CORP NEW329 shares0.00%2025-09-302025-11-12 PG PROCTER AND GAMBLE CO2.0K shares0.00%2025-09-302025-11-12 XLV SELECT SECTOR SPDR TR2.1K shares0.00%2025-09-302025-11-12 DIS DISNEY WALT CO2.4K shares0.00%2025-09-302025-11-12 MBB ISHARES TR2.9K shares0.00%2025-09-302025-11-12 IGSB ISHARES TR5.2K shares0.00%2025-09-302025-11-12 TGT TARGET CORP3.0K shares0.00%2025-09-302025-11-12 VCSH VANGUARD SCOTTSDALE FDS3.4K shares-3.39%2025-09-302025-11-12 MO ALTRIA GROUP INC4.1K shares-2.38%2025-09-302025-11-12 PFF ISHARES TR7.6K shares0.00%2025-09-302025-11-12 EQR EQUITY RESIDENTIAL3.7K shares0.00%2025-09-302025-11-12 PEP PEPSICO INC1.7K shares0.00%2025-09-302025-11-12 IDE VOYA INFRASTRUCTURE INDLS &19.2K shares0.00%2025-09-302025-11-12 JNJ JOHNSON & JOHNSON1.3K sharesnew addition2025-09-302025-11-12 VO VANGUARD INDEX FDS772 shares0.00%2025-09-302025-11-12 PDBC INVESCO ACTVELY MNGD ETC FD10.1K shares-31.19%2025-09-302025-11-12 PBYI PUMA BIOTECHNOLOGY INC23.0K shares11.64%2025-09-302025-11-12 LXP LXP INDUSTRIAL TRUST10.5K shares-8.68%2025-09-302025-11-12 INVE IDENTIV INC10.0K sharesnew addition2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available