Sponsored

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

Currently, C2C Wealth Management, LLC holds 95 types of securities in its portfolio with a total value $127.6M. In the most recent quarter, they have increased their positions in NVDA (+4.3K shares, valued at $859.2K), XLK (+2.9K shares, valued at $544.3K), N/A (+557 shares, valued at $417.1K); decreased their positions in AAPL (-7.8K shares, valued at $2.3M), IWM (-1.5K shares, valued at $463.0K), MSFT (-696 shares, valued at $259.6K); initiated new positions in SHLD (+19.0K shares, valued at $361.9K), AMD (+590 shares, valued at $342.7K), ETN (+527 shares, valued at $224.6K).

1M P&L

+2.7M+2.79%

3M P&L

+4.4M+4.67%

HY P&L

+5.2M+5.55%

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/A54.8M

50.5%

2Consumer Electronics9.1M

8.4%

3Oil & Gas Integrated5.9M

5.4%

Top Industries by Stock Count

1N/A29 stocks

35.8%

2Oil & Gas Midstream6 stocks

7.4%

3Drug Manufacturers - General4 stocks

4.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR13.6K shares4.27%2026-06-302026-07-09

XLK SELECT SECTOR SPDR TR49.3K shares6.16%2026-06-302026-07-09

AAPL APPLE INC31.3K shares-19.97%2026-06-302026-07-09

UTF COHEN & STEERS INFRASTRUCTUR276.6K shares-0.27%2026-06-302026-07-09

CVX CHEVRON CORPORATION35.6K shares-0.28%2026-06-302026-07-09

MSFT MICROSOFT CORP15.8K shares-4.22%2026-06-302026-07-09

IWM ISHARES TR18.7K shares-7.61%2026-06-302026-07-09

IBM INTERNATIONAL BUSINESS MACHS18.7K shares0.02%2026-06-302026-07-09

Sponsored

IJH ISHARES TR46.6K shares-4.62%2026-06-302026-07-09

ETY EATON VANCE TAX-MANAGED DIVE230.1K shares0.00%2026-06-302026-07-09

VEA VANGUARD TAX-MANAGED FDS43.9K shares-2.23%2026-06-302026-07-09

EPD ENTERPRISE PRODS PARTNERS L66.1K shares0.00%2026-06-302026-07-09

NVDA NVIDIA CORPORATION11.8K shares57.15%2026-06-302026-07-09

ISHARES TR ISHARES TR22.8K shares-2.00%2026-06-302026-07-09

IJK ISHARES TR18.6K shares-4.60%2026-06-302026-07-09

IJJ ISHARES TR13.1K shares-6.20%2026-06-302026-07-09

Sponsored

PM PHILIP MORRIS INTL INC10.3K shares0.00%2026-06-302026-07-09

VWO VANGUARD INTL EQUITY INDEX F30.2K shares-2.27%2026-06-302026-07-09

GSLC GOLDMAN SACHS ETF TR12.1K shares-2.42%2026-06-302026-07-09

IVW ISHARES TR11.1K shares0.00%2026-06-302026-07-09

HYLB DBX ETF TR37.5K shares0.87%2026-06-302026-07-09

IEMG ISHARES INC15.9K shares-1.86%2026-06-302026-07-09

PTY PIMCO CORPORATE & INCOME OPP108.4K shares-0.55%2026-06-302026-07-09

XLY SELECT SECTOR SPDR TR10.9K shares-1.80%2026-06-302026-07-09

Sponsored

SYK STRYKER CORPORATION4.0K shares0.00%2026-06-302026-07-09

MPLX MPLX LP22.3K shares0.00%2026-06-302026-07-09

XLF SELECT SECTOR SPDR TR23.0K shares-1.03%2026-06-302026-07-09

WFC WELLS FARGO & CO14.3K shares7.73%2026-06-302026-07-09

QQQ INVESCO QQQ TR1.6K shares4.67%2026-06-302026-07-09

ARES CAPITAL CORP ARES CAPITAL CORP55.9K shares0.00%2026-06-302026-07-09

ABBVIE INC ABBVIE INC4.1K shares0.05%2026-06-302026-07-09

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.0K shares0.00%2026-06-302026-07-09

Sponsored

USMV ISHARES TR9.9K shares-2.95%2026-06-302026-07-09

LLY ELI LILLY & CO790 shares0.00%2026-06-302026-07-09

AMZN AMAZON COM INC3.8K shares0.00%2026-06-302026-07-09

BAC BANK OF AMER CORP15.7K shares-2.15%2026-06-302026-07-09

XLE SELECT SECTOR SPDR TR16.7K shares0.00%2026-06-302026-07-09

EXXON MOBIL CORP EXXON MOBIL CORP6.4K shares0.00%2026-06-302026-07-09

OHI OMEGA HEALTHCARE INVS INC17.3K shares0.00%2026-06-302026-07-09

IVE ISHARES TR3.3K shares-2.19%2026-06-302026-07-09

Sponsored

WPC WP CAREY INC9.6K shares0.10%2026-06-302026-07-09

OKE ONEOK INC NEW7.8K shares0.00%2026-06-302026-07-09

META PLATFORMS INC META PLATFORMS INC1.2K shares5.24%2026-06-302026-07-09

CISCO SYS INC CISCO SYS INC5.6K shares0.00%2026-06-302026-07-09

VZ VERIZON COMMUNICATIONS INC15.2K shares-1.03%2026-06-302026-07-09

BRK.B BERKSHIRE HATHAWAY INC DEL1.2K shares0.00%2026-06-302026-07-09

GOOGL ALPHABET INC1.5K shares1.69%2026-06-302026-07-09

TRGP TARGA RES CORP2.0K shares0.00%2026-06-302026-07-09

Sponsored

WMT WALMART INC4.5K shares0.00%2026-06-302026-07-09

VISA INC VISA INC1.4K shares0.00%2026-06-302026-07-09

BA BOEING CO2.1K shares0.00%2026-06-302026-07-09

WELL WELLTOWER INC2.0K shares0.00%2026-06-302026-07-09

AMGN AMGEN INC1.2K shares0.00%2026-06-302026-07-09

INCM FRANKLIN TEMPLETON ETF TR15.5K shares29.17%2026-06-302026-07-09

LIN LINDE PLC856 shares0.00%2026-06-302026-07-09

MMC MARSH & MCLENNAN COS INC2.6K shares0.00%2026-06-302026-07-09

Sponsored

DTE DTE ENERGY CO2.8K shares0.00%2026-06-302026-07-09

NJR NEW JERSEY RES CORP7.4K shares0.00%2026-06-302026-07-09

ET ENERGY TRANSFER L P21.5K shares-9.68%2026-06-302026-07-09

TGT TARGET CORP3.0K shares0.00%2026-06-302026-07-09

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION390 shares2.63%2026-06-302026-07-09

IDE VOYA INFRASTRUCTURE INDLS &26.2K shares0.00%2026-06-302026-07-09

SHLD GLOBAL X FDS19.0K sharesnew addition2026-06-302026-07-09

CL COLGATE PALMOLIVE CO3.8K shares0.00%2026-06-302026-07-09

Sponsored

AMD ADVANCED MICRO DEVICES INC590 sharesnew addition2026-06-302026-07-09

XLV SELECT SECTOR SPDR TR2.1K shares0.00%2026-06-302026-07-09

T AT&T INC15.8K shares-0.53%2026-06-302026-07-09

HD HOME DEPOT INC909 shares0.00%2026-06-302026-07-09

CAT CATERPILLAR INC300 shares-4.76%2026-06-302026-07-09

JNJ JOHNSON & JOHNSON1.3K shares0.00%2026-06-302026-07-09

GPC GENUINE PARTS CO2.6K shares0.00%2026-06-302026-07-09

NEXTERA ENERGY INC NEXTERA ENERGY INC3.4K shares0.00%2026-06-302026-07-09

Sponsored

MO ALTRIA GROUP INC4.1K shares0.00%2026-06-302026-07-09

PG PROCTER & GAMBLE CO2.0K shares0.00%2026-06-302026-07-09

ABT ABBOTT LABORATORIES3.1K shares0.00%2026-06-302026-07-09

IGSB ISHARES TR5.2K shares0.00%2026-06-302026-07-09

MRK MERCK & CO INC2.0K shares-7.99%2026-06-302026-07-09

EQR EQUITY RESIDENTIAL3.7K shares0.00%2026-06-302026-07-09

VO VANGUARD INDEX FDS3.1K shares300.00%2026-06-302026-07-09

DTM DT MIDSTREAM INC1.6K shares0.00%2026-06-302026-07-09

Sponsored

DIS DISNEY WALT CO2.4K shares0.00%2026-06-302026-07-09

ETN EATON CORP PLC527 sharesnew addition2026-06-302026-07-09

XLI SELECT SECTOR SPDR TR1.2K sharesnew addition2026-06-302026-07-09

ED CONSOLIDATED EDISON INC2.0K shares0.15%2026-06-302026-07-09

PFF ISHARES TR7.1K shares0.00%2026-06-302026-07-09

KO COCA COLA CO2.6K shares0.00%2026-06-302026-07-09

PEP PEPSICO INC1.5K shares0.00%2026-06-302026-07-09

JPMORGAN CHASE & CO JPMORGAN CHASE & CO622 sharesnew addition2026-06-302026-07-09

Sponsored

NETFLIX INC. NETFLIX INC.2.8K shares0.00%2026-06-302026-07-09

FTCS FIRST TR EXCHANGE-TRADED FD16.1K sharesnew addition2026-06-302026-07-09

PBYI PUMA BIOTECHNOLOGY INC23.6K shares0.00%2026-06-302026-07-09

SONM DNA X INC35.5K shares77.50%2026-06-302026-07-09

DUOT DUOS TECHNOLOGIES GROUP INC11.0K shares0.00%2026-06-302026-07-09

INVE IDENTIV INC15.0K shares50.00%2026-06-302026-07-09

T STAMP INC T STAMP INC10.0K sharesnew addition2026-06-302026-07-09

ISHARES TR

4.27%

Shares13.6K

Event2026-06-30

Filed2026-07-09

XLK

SELECT SECTOR SPDR TR

6.16%

Shares49.3K

Event2026-06-30

Filed2026-07-09

AAPL

APPLE INC

-19.97%

Shares31.3K

Event2026-06-30

Filed2026-07-09

UTF

COHEN & STEERS INFRASTRUCTUR

-0.27%

Shares276.6K

Event2026-06-30

Filed2026-07-09

CVX

CHEVRON CORPORATION

-0.28%

Shares35.6K

Event2026-06-30

Filed2026-07-09

MSFT

MICROSOFT CORP

-4.22%

Shares15.8K

Event2026-06-30

Filed2026-07-09

IWM

ISHARES TR

-7.61%

Shares18.7K

Event2026-06-30

Filed2026-07-09

IBM

INTERNATIONAL BUSINESS MACHS

0.02%

Shares18.7K

Event2026-06-30

Filed2026-07-09

IJH

ISHARES TR

-4.62%

Shares46.6K

Event2026-06-30

Filed2026-07-09

ETY

EATON VANCE TAX-MANAGED DIVE

0.00%

Shares230.1K

Event2026-06-30

Filed2026-07-09

VEA

VANGUARD TAX-MANAGED FDS

-2.23%

Shares43.9K

Event2026-06-30

Filed2026-07-09

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares66.1K

Event2026-06-30

Filed2026-07-09

NVDA

NVIDIA CORPORATION

57.15%

Shares11.8K

Event2026-06-30

Filed2026-07-09

ISHARES TR

-2.00%

Shares22.8K

Event2026-06-30

Filed2026-07-09

IJK

ISHARES TR

-4.60%

Shares18.6K

Event2026-06-30

Filed2026-07-09

IJJ

ISHARES TR

-6.20%

Shares13.1K

Event2026-06-30

Filed2026-07-09

PHILIP MORRIS INTL INC

0.00%

Shares10.3K

Event2026-06-30

Filed2026-07-09

VWO

VANGUARD INTL EQUITY INDEX F

-2.27%

Shares30.2K

Event2026-06-30

Filed2026-07-09

GSLC

GOLDMAN SACHS ETF TR

-2.42%

Shares12.1K

Event2026-06-30

Filed2026-07-09

IVW

ISHARES TR

0.00%

Shares11.1K

Event2026-06-30

Filed2026-07-09

HYLB

DBX ETF TR

0.87%

Shares37.5K

Event2026-06-30

Filed2026-07-09

IEMG

ISHARES INC

-1.86%

Shares15.9K

Event2026-06-30

Filed2026-07-09

PTY

PIMCO CORPORATE & INCOME OPP

-0.55%

Shares108.4K

Event2026-06-30

Filed2026-07-09

XLY

SELECT SECTOR SPDR TR

-1.80%

Shares10.9K

Event2026-06-30

Filed2026-07-09

SYK

STRYKER CORPORATION

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-09

MPLX

MPLX LP

0.00%

Shares22.3K

Event2026-06-30

Filed2026-07-09

XLF

SELECT SECTOR SPDR TR

-1.03%

Shares23.0K

Event2026-06-30

Filed2026-07-09

WFC

WELLS FARGO & CO

7.73%

Shares14.3K

Event2026-06-30

Filed2026-07-09

QQQ

INVESCO QQQ TR

4.67%

Shares1.6K

Event2026-06-30

Filed2026-07-09

ARES CAPITAL CORP

0.00%

Shares55.9K

Event2026-06-30

Filed2026-07-09

ABBVIE INC

0.05%

Shares4.1K

Event2026-06-30

Filed2026-07-09

SEAGATE TECHNOLOGY HLDNGS PL

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-09

USMV

ISHARES TR

-2.95%

Shares9.9K

Event2026-06-30

Filed2026-07-09

LLY

ELI LILLY & CO

0.00%

Shares790

Event2026-06-30

Filed2026-07-09

AMZN

AMAZON COM INC

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-09

BAC

BANK OF AMER CORP

-2.15%

Shares15.7K

Event2026-06-30

Filed2026-07-09

XLE

SELECT SECTOR SPDR TR

0.00%

Shares16.7K

Event2026-06-30

Filed2026-07-09

EXXON MOBIL CORP

0.00%

Shares6.4K

Event2026-06-30

Filed2026-07-09

OHI

OMEGA HEALTHCARE INVS INC

0.00%

Shares17.3K

Event2026-06-30

Filed2026-07-09

IVE

ISHARES TR

-2.19%

Shares3.3K

Event2026-06-30

Filed2026-07-09

WPC

WP CAREY INC

0.10%

Shares9.6K

Event2026-06-30

Filed2026-07-09

OKE

ONEOK INC NEW

0.00%

Shares7.8K

Event2026-06-30

Filed2026-07-09

META PLATFORMS INC

5.24%

Shares1.2K

Event2026-06-30

Filed2026-07-09

CISCO SYS INC

0.00%

Shares5.6K

Event2026-06-30

Filed2026-07-09

VERIZON COMMUNICATIONS INC

-1.03%

Shares15.2K

Event2026-06-30

Filed2026-07-09

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-09

GOOGL

ALPHABET INC

1.69%

Shares1.5K

Event2026-06-30

Filed2026-07-09

TRGP

TARGA RES CORP

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-09

WMT

WALMART INC

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-09

VISA INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-09

BOEING CO

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-09

WELL

WELLTOWER INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-09

AMGN

AMGEN INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-09

INCM

FRANKLIN TEMPLETON ETF TR

29.17%

Shares15.5K

Event2026-06-30

Filed2026-07-09

LIN

LINDE PLC

0.00%

Shares856

Event2026-06-30

Filed2026-07-09

MMC

MARSH & MCLENNAN COS INC

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-09

DTE

DTE ENERGY CO

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-09

NJR

NEW JERSEY RES CORP

0.00%

Shares7.4K

Event2026-06-30

Filed2026-07-09

ENERGY TRANSFER L P

-9.68%

Shares21.5K

Event2026-06-30

Filed2026-07-09

TGT

TARGET CORP

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-09

COSTCO WHOLESALE CORPORATION

2.63%

Shares390

Event2026-06-30

Filed2026-07-09

IDE

VOYA INFRASTRUCTURE INDLS &

0.00%

Shares26.2K

Event2026-06-30

Filed2026-07-09

SHLD

GLOBAL X FDS

New

Shares19.0K

Event2026-06-30

Filed2026-07-09

COLGATE PALMOLIVE CO

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-09

AMD

ADVANCED MICRO DEVICES INC

New

Shares590

Event2026-06-30

Filed2026-07-09

XLV

SELECT SECTOR SPDR TR

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-09

AT&T INC

-0.53%

Shares15.8K

Event2026-06-30

Filed2026-07-09

HOME DEPOT INC

0.00%

Shares909

Event2026-06-30

Filed2026-07-09

CAT

CATERPILLAR INC

-4.76%

Shares300

Event2026-06-30

Filed2026-07-09

JNJ

JOHNSON & JOHNSON

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-09

GPC

GENUINE PARTS CO

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-09

NEXTERA ENERGY INC

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-09

ALTRIA GROUP INC

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-09

PROCTER & GAMBLE CO

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-09

ABT

ABBOTT LABORATORIES

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-09

IGSB

ISHARES TR

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-09

MRK

MERCK & CO INC

-7.99%

Shares2.0K

Event2026-06-30

Filed2026-07-09

EQR

EQUITY RESIDENTIAL

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-09

VANGUARD INDEX FDS

300.00%

Shares3.1K

Event2026-06-30

Filed2026-07-09

DTM

DT MIDSTREAM INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-09

DIS

DISNEY WALT CO

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-09

ETN

EATON CORP PLC

New

Shares527

Event2026-06-30

Filed2026-07-09

XLI

SELECT SECTOR SPDR TR

New

Shares1.2K

Event2026-06-30

Filed2026-07-09

CONSOLIDATED EDISON INC

0.15%

Shares2.0K

Event2026-06-30

Filed2026-07-09

PFF

ISHARES TR

0.00%

Shares7.1K

Event2026-06-30

Filed2026-07-09

COCA COLA CO

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-09

PEP

PEPSICO INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-09

JPMORGAN CHASE & CO

New

Shares622

Event2026-06-30

Filed2026-07-09

NETFLIX INC.

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-09

FTCS

FIRST TR EXCHANGE-TRADED FD

New

Shares16.1K

Event2026-06-30

Filed2026-07-09

PBYI

PUMA BIOTECHNOLOGY INC

0.00%

Shares23.6K

Event2026-06-30

Filed2026-07-09

SONM

DNA X INC

77.50%

Shares35.5K

Event2026-06-30

Filed2026-07-09

DUOT

DUOS TECHNOLOGIES GROUP INC

0.00%

Shares11.0K

Event2026-06-30

Filed2026-07-09

INVE

IDENTIV INC

50.00%

Shares15.0K

Event2026-06-30

Filed2026-07-09

T STAMP INC

New

Shares10.0K

Event2026-06-30

Filed2026-07-09

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available