C2C Wealth Management, LLC
93 holdingsFiling period: 2026-03-31Current AUM: $131.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 39.2K | $9.9M | $12.1M | 9.21% | -- | 2026-03-31 |
| 2 | IVV | ISHARES TR | 13.1K | $8.5M | $9.8M | 7.46% | +73 | 2026-03-31 |
| 3 | CVX | CHEVRON CORPORATION | 35.7K | $7.4M | $7.0M | 5.35% | -- | 2026-03-31 |
| 4 | UTF | COHEN & STEERS INFRASTRUCTUR | 277.4K | $7.2M | $7.7M | 5.87% | +16.3K | 2026-03-31 |
| 5 | XLK | SELECT SECTOR SPDR TR | 46.4K | $6.2M | $8.1M | 6.19% | +369 | 2026-03-31 |
| 6 | MSFT | MICROSOFT CORP | 16.5K | $6.1M | $7.7M | 5.83% | +92 | 2026-03-31 |
| 7 | IWM | ISHARES TR | 20.2K | $5.0M | $5.9M | 4.49% | -256 | 2026-03-31 |
| 8 | IBM | INTERNATIONAL BUSINESS MACHS | 18.7K | $4.5M | $4.2M | 3.19% | +204 | 2026-03-31 |
| 9 | IJH | ISHARES TR | 48.9K | $3.3M | $3.7M | 2.80% | -1,349 | 2026-03-31 |
| 10 | XETYX | EATON VANCE TAX-MANAGED DIVE | 230.1K | $3.2M | $3.2M | 2.41% | -3,500 | 2026-03-31 |
| 11 | VEA | VANGUARD TAX-MANAGED FDS | 44.9K | $2.9M | $3.2M | 2.41% | -30 | 2026-03-31 |
| 12 | EPD | ENTERPRISE PRODS PARTNERS L | 66.1K | $2.5M | $2.5M | 1.92% | +3.0K | 2026-03-31 |
| 13 | AGG | ISHARES TR | 23.3K | $2.3M | $2.3M | 1.72% | +43 | 2026-03-31 |
| 14 | IJK | ISHARES TR | 19.5K | $2.0M | $2.2M | 1.66% | +20 | 2026-03-31 |
| 15 | IJJ | ISHARES TR | 14.0K | $1.9M | $2.1M | 1.57% | +28 | 2026-03-31 |
| 16 | PM | PHILIP MORRIS INTL INC | 10.3K | $1.7M | $2.0M | 1.49% | -- | 2026-03-31 |
| 17 | VWO | VANGUARD INTL EQUITY INDEX F | 30.9K | $1.7M | $1.8M | 1.38% | -506 | 2026-03-31 |
| 18 | GSLC | GOLDMAN SACHS ETF TR | 12.4K | $1.5M | $1.8M | 1.35% | -200 | 2026-03-31 |
| 19 | HYLB | DBX ETF TR | 37.2K | $1.3M | $1.3M | 1.03% | -- | 2026-03-31 |
| 20 | PTY | PIMCO CORPORATE & INCOME OPP | 109.0K | $1.3M | $1.3M | 0.97% | +14.3K | 2026-03-31 |
| 21 | SYK | STRYKER CORPORATION | 4.0K | $1.3M | $1.3M | 0.99% | -- | 2026-03-31 |
| 22 | NVDA | NVIDIA CORPORATION | 7.5K | $1.3M | $1.5M | 1.15% | +200 | 2026-03-31 |
| 23 | MPLX | MPLX LP | 22.3K | $1.3M | $1.3M | 0.99% | +400 | 2026-03-31 |
| 24 | IVW | ISHARES TR | 11.1K | $1.3M | $1.5M | 1.14% | -- | 2026-03-31 |
| 25 | XLY | SELECT SECTOR SPDR TR | 11.1K | $1.2M | $1.3M | 0.98% | -830 | 2026-03-31 |
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