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The Analysis of C2C Wealth Management, LLC's Holdings & P&L

Currently, C2C Wealth Management, LLC holds 92 types of securities in its portfolio with a total value $118.2M. In the most recent quarter, they have increased their positions in UTF (+16.3K shares, valued at $421.8K), SDIV (+20.9K shares, valued at $408.0K), DTE (+2.8K shares, valued at $402.3K); decreased their positions in N/A (-2.0K shares, valued at $783.5K), IJH (-1.3K shares, valued at $91.1K), XLY (-830 shares, valued at $90.5K); initiated new positions in SDIV (+20.9K shares, valued at $408.0K), DTE (+2.8K shares, valued at $402.3K), ED (+2.0K shares, valued at $224.7K).

1M P&L

+5.8M+5.34%

3M P&L

+7.6M+7.10%

HY P&L

+8.9M+8.44%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A58.2M

50.5%

2Consumer Electronics9.9M

8.6%

3Oil & Gas Integrated8.5M

7.3%

Top Industries by Stock Count

1N/A30 stocks

34.9%

2Oil & Gas Midstream6 stocks

7.0%

3Drug Manufacturers - General4 stocks

4.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC39.2K shares0.00%2026-03-312026-04-20

IVV ISHARES TR13.1K shares0.56%2026-03-312026-04-20

CVX CHEVRON CORPORATION35.7K shares0.00%2026-03-312026-04-20

UTF COHEN & STEERS INFRASTRUCTUR277.4K shares6.24%2026-03-312026-04-20

XLK SELECT SECTOR SPDR TR46.4K shares0.80%2026-03-312026-04-20

MSFT MICROSOFT CORP16.5K shares0.56%2026-03-312026-04-20

IWM ISHARES TR20.2K shares-1.25%2026-03-312026-04-20

IBM INTERNATIONAL BUSINESS MACHS18.7K shares1.10%2026-03-312026-04-20

Sponsored

IJH ISHARES TR48.9K shares-2.69%2026-03-312026-04-20

ETY EATON VANCE TAX-MANAGED DIVE230.1K shares-1.50%2026-03-312026-04-20

VEA VANGUARD TAX-MANAGED FDS44.9K shares-0.07%2026-03-312026-04-20

EPD ENTERPRISE PRODS PARTNERS L66.1K shares4.75%2026-03-312026-04-20

AGG ISHARES TR23.3K shares0.19%2026-03-312026-04-20

IJK ISHARES TR19.5K shares0.10%2026-03-312026-04-20

IJJ ISHARES TR14.0K shares0.20%2026-03-312026-04-20

PM PHILIP MORRIS INTL INC10.3K shares0.00%2026-03-312026-04-20

Sponsored

VWO VANGUARD INTL EQUITY INDEX F30.9K shares-1.61%2026-03-312026-04-20

GSLC GOLDMAN SACHS ETF TR12.4K shares-1.59%2026-03-312026-04-20

HYLB DBX ETF TR37.2K shares0.00%2026-03-312026-04-20

SYK STRYKER CORPORATION4.0K shares0.00%2026-03-312026-04-20

PTY PIMCO CORPORATE & INCOME OPP109.0K shares15.08%2026-03-312026-04-20

NVDA NVIDIA CORPORATION7.5K shares2.73%2026-03-312026-04-20

MPLX MPLX LP22.3K shares1.82%2026-03-312026-04-20

IVW ISHARES TR11.1K shares0.00%2026-03-312026-04-20

Sponsored

XLY SELECT SECTOR SPDR TR11.1K shares-6.96%2026-03-312026-04-20

XLF SELECT SECTOR SPDR TR23.2K shares-2.91%2026-03-312026-04-20

IEMG ISHARES INC16.2K shares-0.31%2026-03-312026-04-20

XOM EXXON MOBIL CORP6.4K shares0.00%2026-03-312026-04-20

WFC WELLS FARGO & CO13.3K shares0.05%2026-03-312026-04-20

XLE SELECT SECTOR SPDR TR16.7K shares0.00%2026-03-312026-04-20

ARCC ARES CAPITAL CORP55.9K shares12.04%2026-03-312026-04-20

USMV ISHARES TR10.2K shares0.00%2026-03-312026-04-20

Sponsored

ABBV ABBVIE INC4.1K shares0.05%2026-03-312026-04-20

INVESCO QQQ TR INVESCO QQQ TR1.5K shares2.04%2026-03-312026-04-20

AMZN AMAZON COM INC3.8K shares0.00%2026-03-312026-04-20

BAC BANK AMERICA CORP16.0K shares0.04%2026-03-312026-04-20

VZ VERIZON COMMUNICATIONS INC15.4K shares-0.58%2026-03-312026-04-20

OHI OMEGA HEALTHCARE INVS INC17.3K shares0.00%2026-03-312026-04-20

LLY ELI LILLY & CO790 shares0.00%2026-03-312026-04-20

IVE ISHARES TR3.4K shares0.00%2026-03-312026-04-20

Sponsored

OKE ONEOK INC NEW7.8K shares0.00%2026-03-312026-04-20

WPC WP CAREY INC9.6K shares0.09%2026-03-312026-04-20

META META PLATFORMS INC1.1K shares0.00%2026-03-312026-04-20

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.2K shares-9.30%2026-03-312026-04-20

WMT WALMART INC4.5K shares0.00%2026-03-312026-04-20

TRGP TARGA RES CORP2.0K shares0.00%2026-03-312026-04-20

BIO BIO RAD LABS INC1.7K shares0.00%2026-03-312026-04-20

T AT&T INC15.9K shares0.06%2026-03-312026-04-20

Sponsored

ET ENERGY TRANSFER L P23.8K shares0.00%2026-03-312026-04-20

MMC MARSH & MCLENNAN COS INC2.6K shares0.00%2026-03-312026-04-20

AMGN AMGEN INC1.2K shares0.00%2026-03-312026-04-20

CSCO CISCO SYS INC5.6K shares0.00%2026-03-312026-04-20

ALPHABET INC ALPHABET INC1.5K shares5.35%2026-03-312026-04-20

LINDE PLC LINDE PLC856 shares0.00%2026-03-312026-04-20

V VISA INC1.4K shares0.00%2026-03-312026-04-20

BA BOEING CO2.1K shares0.00%2026-03-312026-04-20

Sponsored

SDIV GLOBAL X FDS20.9K sharesnew addition2026-03-312026-04-20

NJR NEW JERSEY RES CORP7.4K shares0.00%2026-03-312026-04-20

DTE DTE ENERGY CO2.8K sharesnew addition2026-03-312026-04-20

WELL WELLTOWER INC2.0K shares0.00%2026-03-312026-04-20

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.0K shares-66.67%2026-03-312026-04-20

COST COSTCO WHOLESALE CORPORATION380 shares0.00%2026-03-312026-04-20

TGT TARGET CORP3.0K shares0.00%2026-03-312026-04-20

INCM FRANKLIN TEMPLETON ETF TR12.0K shares33.33%2026-03-312026-04-20

Sponsored

IDE VOYA INFRASTRUCTURE INDLS &26.2K shares36.40%2026-03-312026-04-20

CL COLGATE PALMOLIVE CO3.8K shares0.00%2026-03-312026-04-20

NEE NEXTERA ENERGY INC3.4K shares0.00%2026-03-312026-04-20

ABT ABBOTT LABORATORIES3.1K shares0.00%2026-03-312026-04-20

XLV SELECT SECTOR SPDR TR2.1K shares1.58%2026-03-312026-04-20

JNJ JOHNSON & JOHNSON1.3K shares0.00%2026-03-312026-04-20

HD HOME DEPOT INC909 shares29.12%2026-03-312026-04-20

PG PROCTER & GAMBLE CO2.0K shares0.00%2026-03-312026-04-20

Sponsored

GPC GENUINE PARTS CO2.6K shares0.00%2026-03-312026-04-20

IGSB ISHARES TR5.2K shares0.00%2026-03-312026-04-20

NFLX NETFLIX INC.2.8K shares0.00%2026-03-312026-04-20

MO ALTRIA GROUP INC4.1K shares0.00%2026-03-312026-04-20

MERCK & CO INC MERCK & CO INC2.2K shares0.00%2026-03-312026-04-20

VCSH VANGUARD SCOTTSDALE FDS3.1K shares-8.13%2026-03-312026-04-20

PEP PEPSICO INC1.5K shares7.65%2026-03-312026-04-20

MBB ISHARES TR2.5K shares0.00%2026-03-312026-04-20

Sponsored

DIS DISNEY WALT CO2.4K shares0.00%2026-03-312026-04-20

ED CONSOLIDATED EDISON INC2.0K sharesnew addition2026-03-312026-04-20

CAT CATERPILLAR INC315 sharesnew addition2026-03-312026-04-20

VO VANGUARD INDEX FDS772 shares0.00%2026-03-312026-04-20

DTM DT MIDSTREAM INC1.6K sharesnew addition2026-03-312026-04-20

EQR EQUITY RESIDENTIAL3.7K shares0.00%2026-03-312026-04-20

PFF ISHARES TR7.1K shares-6.26%2026-03-312026-04-20

KO COCA COLA CO2.6K sharesnew addition2026-03-312026-04-20

Sponsored

PBYI PUMA BIOTECHNOLOGY INC23.6K shares2.61%2026-03-312026-04-20

SONM DNA X INC20.0K sharesnew addition2026-03-312026-04-20

DUOT DUOS TECHNOLOGIES GROUP INC11.0K sharesnew addition2026-03-312026-04-20

INVE IDENTIV INC10.0K shares0.00%2026-03-312026-04-20

AAPL

APPLE INC

0.00%

Shares39.2K

Event2026-03-31

Filed2026-04-20

IVV

ISHARES TR

0.56%

Shares13.1K

Event2026-03-31

Filed2026-04-20

CVX

CHEVRON CORPORATION

0.00%

Shares35.7K

Event2026-03-31

Filed2026-04-20

UTF

COHEN & STEERS INFRASTRUCTUR

6.24%

Shares277.4K

Event2026-03-31

Filed2026-04-20

XLK

SELECT SECTOR SPDR TR

0.80%

Shares46.4K

Event2026-03-31

Filed2026-04-20

MSFT

MICROSOFT CORP

0.56%

Shares16.5K

Event2026-03-31

Filed2026-04-20

IWM

ISHARES TR

-1.25%

Shares20.2K

Event2026-03-31

Filed2026-04-20

IBM

INTERNATIONAL BUSINESS MACHS

1.10%

Shares18.7K

Event2026-03-31

Filed2026-04-20

IJH

ISHARES TR

-2.69%

Shares48.9K

Event2026-03-31

Filed2026-04-20

ETY

EATON VANCE TAX-MANAGED DIVE

-1.50%

Shares230.1K

Event2026-03-31

Filed2026-04-20

VEA

VANGUARD TAX-MANAGED FDS

-0.07%

Shares44.9K

Event2026-03-31

Filed2026-04-20

EPD

ENTERPRISE PRODS PARTNERS L

4.75%

Shares66.1K

Event2026-03-31

Filed2026-04-20

AGG

ISHARES TR

0.19%

Shares23.3K

Event2026-03-31

Filed2026-04-20

IJK

ISHARES TR

0.10%

Shares19.5K

Event2026-03-31

Filed2026-04-20

IJJ

ISHARES TR

0.20%

Shares14.0K

Event2026-03-31

Filed2026-04-20

PHILIP MORRIS INTL INC

0.00%

Shares10.3K

Event2026-03-31

Filed2026-04-20

VWO

VANGUARD INTL EQUITY INDEX F

-1.61%

Shares30.9K

Event2026-03-31

Filed2026-04-20

GSLC

GOLDMAN SACHS ETF TR

-1.59%

Shares12.4K

Event2026-03-31

Filed2026-04-20

HYLB

DBX ETF TR

0.00%

Shares37.2K

Event2026-03-31

Filed2026-04-20

SYK

STRYKER CORPORATION

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-20

PTY

PIMCO CORPORATE & INCOME OPP

15.08%

Shares109.0K

Event2026-03-31

Filed2026-04-20

NVDA

NVIDIA CORPORATION

2.73%

Shares7.5K

Event2026-03-31

Filed2026-04-20

MPLX

MPLX LP

1.82%

Shares22.3K

Event2026-03-31

Filed2026-04-20

IVW

ISHARES TR

0.00%

Shares11.1K

Event2026-03-31

Filed2026-04-20

XLY

SELECT SECTOR SPDR TR

-6.96%

Shares11.1K

Event2026-03-31

Filed2026-04-20

XLF

SELECT SECTOR SPDR TR

-2.91%

Shares23.2K

Event2026-03-31

Filed2026-04-20

IEMG

ISHARES INC

-0.31%

Shares16.2K

Event2026-03-31

Filed2026-04-20

XOM

EXXON MOBIL CORP

0.00%

Shares6.4K

Event2026-03-31

Filed2026-04-20

WFC

WELLS FARGO & CO

0.05%

Shares13.3K

Event2026-03-31

Filed2026-04-20

XLE

SELECT SECTOR SPDR TR

0.00%

Shares16.7K

Event2026-03-31

Filed2026-04-20

ARCC

ARES CAPITAL CORP

12.04%

Shares55.9K

Event2026-03-31

Filed2026-04-20

USMV

ISHARES TR

0.00%

Shares10.2K

Event2026-03-31

Filed2026-04-20

ABBV

ABBVIE INC

0.05%

Shares4.1K

Event2026-03-31

Filed2026-04-20

INVESCO QQQ TR

2.04%

Shares1.5K

Event2026-03-31

Filed2026-04-20

AMZN

AMAZON COM INC

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-20

BAC

BANK AMERICA CORP

0.04%

Shares16.0K

Event2026-03-31

Filed2026-04-20

VERIZON COMMUNICATIONS INC

-0.58%

Shares15.4K

Event2026-03-31

Filed2026-04-20

OHI

OMEGA HEALTHCARE INVS INC

0.00%

Shares17.3K

Event2026-03-31

Filed2026-04-20

LLY

ELI LILLY & CO

0.00%

Shares790

Event2026-03-31

Filed2026-04-20

IVE

ISHARES TR

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-20

OKE

ONEOK INC NEW

0.00%

Shares7.8K

Event2026-03-31

Filed2026-04-20

WPC

WP CAREY INC

0.09%

Shares9.6K

Event2026-03-31

Filed2026-04-20