C2 C Wealth Management, LLC has filed its 13F form on April 29, 2024 for Q1 2024 where it was disclosed a total value porftolio of $99.9 Million distributed in 85 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $6.95M, Microsoft Corp with a value of $6.83M, Ishares Core S&P 500 ETF with a value of $6.37M, Chevron Corp with a value of $6.18M, and Cohen & Steers Infrastructure Fund Inc with a value of $5.81M.

Examining the 13F form we can see an decrease of $269M in the current position value, from $369M to 99.9M.

Below you can find more details about C2 C Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $99.9 Million
ETFs: $42.6 Million
Technology: $18 Million
Financial Services: $14.1 Million
Energy: $10.8 Million
Healthcare: $4.37 Million
Consumer Defensive: $3.82 Million
Consumer Cyclical: $2.11 Million
Communication Services: $1.9 Million
Other: $2.31 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 85
  • Current Value $99.9 Million
  • Prior Value $369 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 29, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 2 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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