The Analysis of C2C Wealth Management, LLC's Holdings
Currently, C2C Wealth Management, LLC holds 87 types of securities in its portfolio with a total value $118.6M. In the most recent quarter, they have increased their positions in XLK (+23.3K shares, valued at $3.4M), XLY (+5.7K shares, valued at $677.4K), XLE (+7.1K shares, valued at $318.2K); decreased their positions in IWM (-1.9K shares, valued at $460.1K), VWO (-1.9K shares, valued at $104.3K), VEA (-1.2K shares, valued at $73.5K); initiated new positions in NEE (+3.4K shares, valued at $275.8K), N/A (+45.0K shares, valued at $253.8K), INCM (+9.0K shares, valued at $252.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC39.2K shares0.47%2025-12-312026-01-21
IVV ISHARES TR13.0K shares1.47%2025-12-312026-01-21 MSFT MICROSOFT CORP16.4K shares1.27%2025-12-312026-01-21 XLK SELECT SECTOR SPDR TR46.0K shares102.87%2025-12-312026-01-21 UTF COHEN & STEERS INFRASTRUCTUR261.1K shares1.77%2025-12-312026-01-21 IBM INTERNATIONAL BUSINESS MACHS18.5K shares2.69%2025-12-312026-01-21 CVX CHEVRON CORP NEW35.7K shares-0.44%2025-12-312026-01-21 IWM ISHARES TR20.5K shares-8.35%2025-12-312026-01-21 ETY EATON VANCE TAX-MANAGED DIVE233.6K shares0.00%2025-12-312026-01-21 IJH ISHARES TR50.2K shares-1.15%2025-12-312026-01-21 VEA VANGUARD TAX-MANAGED FDS44.9K shares-2.55%2025-12-312026-01-21 AGG ISHARES TR23.2K shares-0.57%2025-12-312026-01-21 EPD ENTERPRISE PRODS PARTNERS L63.1K shares0.00%2025-12-312026-01-21 IJK ISHARES TR19.4K shares-0.21%2025-12-312026-01-21 IJJ ISHARES TR13.9K shares-0.20%2025-12-312026-01-21 VWO VANGUARD INTL EQUITY INDEX F31.4K shares-5.82%2025-12-312026-01-21 GSLC GOLDMAN SACHS ETF TR12.6K shares0.00%2025-12-312026-01-21 PM PHILIP MORRIS INTL INC10.3K shares0.00%2025-12-312026-01-21 XLY SELECT SECTOR SPDR TR11.9K shares90.72%2025-12-312026-01-21 SYK STRYKER CORPORATION4.0K shares0.00%2025-12-312026-01-21 HYLB DBX ETF TR37.2K shares-2.94%2025-12-312026-01-21 NVDA NVIDIA CORPORATION7.3K shares17.61%2025-12-312026-01-21 IVW ISHARES TR11.1K shares-1.36%2025-12-312026-01-21 XLF SELECT SECTOR SPDR TR23.9K shares-0.91%2025-12-312026-01-21 WFC WELLS FARGO CO NEW13.3K shares0.00%2025-12-312026-01-21 PTY PIMCO CORPORATE & INCOME OPP94.7K shares8.11%2025-12-312026-01-21 MPLX MPLX LP21.9K shares2.33%2025-12-312026-01-21 IEMG ISHARES INC16.2K shares-3.80%2025-12-312026-01-21 ARCC ARES CAPITAL CORP49.9K shares0.00%2025-12-312026-01-21 USMV ISHARES TR10.2K shares0.00%2025-12-312026-01-21 ABBV ABBVIE INC4.1K shares0.00%2025-12-312026-01-21 AMZN AMAZON COM INC3.8K shares9.09%2025-12-312026-01-21 BAC BANK AMERICA CORP16.0K shares0.25%2025-12-312026-01-21 LLY ELI LILLY & CO790 shares0.00%2025-12-312026-01-21 OHI OMEGA HEALTHCARE INVS INC17.3K shares0.00%2025-12-312026-01-21 XOM EXXON MOBIL CORP6.4K shares0.00%2025-12-312026-01-21 XLE SELECT SECTOR SPDR TR16.7K shares74.46%2025-12-312026-01-21 META META PLATFORMS INC1.1K shares30.39%2025-12-312026-01-21 IVE ISHARES TR3.4K shares0.00%2025-12-312026-01-21 VZ VERIZON COMMUNICATIONS INC15.5K shares-7.10%2025-12-312026-01-21 WPC WP CAREY INC9.6K shares-1.54%2025-12-312026-01-21 OKE ONEOK INC NEW7.8K shares0.00%2025-12-312026-01-21 BIO BIO RAD LABS INC1.7K shares0.00%2025-12-312026-01-21 WMT WALMART INC4.5K shares0.00%2025-12-312026-01-21 V VISA INC1.4K shares9.36%2025-12-312026-01-21 MMC MARSH & MCLENNAN COS INC2.6K shares0.00%2025-12-312026-01-21 BA BOEING CO2.1K shares0.00%2025-12-312026-01-21 ALPHABET INC ALPHABET INC1.4K shares5.10%2025-12-312026-01-21 CSCO CISCO SYS INC5.6K shares5.69%2025-12-312026-01-21 AMGN AMGEN INC1.2K shares0.00%2025-12-312026-01-21 T AT&T INC15.9K shares0.71%2025-12-312026-01-21 ET ENERGY TRANSFER L P23.8K shares0.00%2025-12-312026-01-21 ABT ABBOTT LABS3.1K shares3.34%2025-12-312026-01-21 WELL WELLTOWER INC2.0K shares0.00%2025-12-312026-01-21 TRGP TARGA RES CORP2.0K shares0.00%2025-12-312026-01-21 LINDE PLC LINDE PLC856 shares4.77%2025-12-312026-01-21 NJR NEW JERSEY RES CORP7.4K shares0.00%2025-12-312026-01-21 DIV GLOBAL X FDS19.0K shares0.00%2025-12-312026-01-21 COST COSTCO WHSL CORP NEW380 shares15.50%2025-12-312026-01-21 GPC GENUINE PARTS CO2.6K shares0.00%2025-12-312026-01-21 XLV SELECT SECTOR SPDR TR2.1K shares-1.56%2025-12-312026-01-21 CL COLGATE PALMOLIVE CO3.8K shares0.00%2025-12-312026-01-21 TGT TARGET CORP3.0K shares0.00%2025-12-312026-01-21 PG PROCTER AND GAMBLE CO2.0K shares0.00%2025-12-312026-01-21 DIS DISNEY WALT CO2.4K shares0.00%2025-12-312026-01-21 NEE NEXTERA ENERGY INC3.4K sharesnew addition2025-12-312026-01-21 IGSB ISHARES TR5.2K shares0.00%2025-12-312026-01-21 VCSH VANGUARD SCOTTSDALE FDS3.4K shares0.00%2025-12-312026-01-21 NFLX NETFLIX INC2.8K shares900.00%2025-12-312026-01-21 JNJ JOHNSON & JOHNSON1.3K shares0.00%2025-12-312026-01-21 INCM FRANKLIN TEMPLETON ETF TR9.0K sharesnew addition2025-12-312026-01-21 HD HOME DEPOT INC704 shares-17.66%2025-12-312026-01-21 MBB ISHARES TR2.5K shares-13.61%2025-12-312026-01-21 MO ALTRIA GROUP INC4.1K shares0.00%2025-12-312026-01-21 IDE VOYA INFRASTRUCTURE INDLS &19.2K shares0.00%2025-12-312026-01-21 PFF ISHARES TR7.6K shares0.00%2025-12-312026-01-21 EQR EQUITY RESIDENTIAL3.7K shares0.00%2025-12-312026-01-21 MERCK & CO INC MERCK & CO INC2.2K sharesnew addition2025-12-312026-01-21 VO VANGUARD INDEX FDS772 shares0.00%2025-12-312026-01-21 PEP PEPSICO INC1.4K shares-15.11%2025-12-312026-01-21 JPM JPMORGAN CHASE & CO.622 sharesnew addition2025-12-312026-01-21 PBYI PUMA BIOTECHNOLOGY INC23.0K shares0.00%2025-12-312026-01-21 INVE IDENTIV INC10.0K shares0.00%2025-12-312026-01-21 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available