C2 C Wealth Management, LLC Reduced Holdings in Q4 2025

C2 C Wealth Management, LLC

  • $126 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
-1.87K
- 8.35%
$236.79 - $250.33 $443K - $468K
20.5K $4.87M
VZ
Verizon Communications Inc

Communication Services
-1.18K
- 7.1%
$38.4 - $43.83 $45.4K - $51.9K
15.5K $634K
HD
Home Depot, Inc.

Consumer Cyclical
-151
- 17.66%
$358.03 - $397.02 $54.1K - $60K
704 $252K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-583
- 1.15%
$63.25 - $66.24 $36.9K - $38.6K
50.2K $3.22M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.94K
- 5.82%
$52.54 - $55.77 $102K - $108K
31.4K $1.72M
HYLB
Xtrackers Usd High Yield Corp

ETFs
-1.13K
- 2.94%
$36.54 - $37.14 $41.1K - $41.8K
37.2K $1.36M
XLF
Financial Sector Spdr

ETFs
-219
- 0.91%
$51.76 - $53.77 $11.3K - $11.8K
23.9K $1.25M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-83
- 5.35%
$589.5 - $635.77 $48.9K - $52.8K
1.47K $886K
CVX
Chevron Corp

Energy
-158
- 0.44%
$148.9 - $157.72 $23.5K - $24.9K
35.7K $5.53M
MBB
Ishares Tr

ETFs
-398
- 13.61%
$94.9 - $96.23 $37.8K - $38.3K
2.53K $240K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-28
- 0.2%
$125.45 - $131.1 $3.51K - $3.67K
13.9K $1.78M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-40
- 0.21%
$93.11 - $97.9 $3.72K - $3.92K
19.4K $1.84M
PEP
Pepsico Inc

Consumer Defensive
-256
- 15.11%
$138.84 - $153.71 $35.5K - $39.3K
1.44K $212K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-133
- 0.57%
$99.87 - $101.27 $13.3K - $13.5K
23.2K $2.32M
IVW
Ishares S&P 500 Growth ETF

ETFs
-152
- 1.36%
$118.29 - $126.28 $18K - $19.2K
11.1K $1.34M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-40
- 3.01%
$475.68 - $513.11 $19K - $20.5K
1.29K $656K
WPC
W. P. Carey Inc.

Real Estate
-150
- 1.54%
$65.26 - $69.2 $9.79K - $10.4K
9.57K $647K
VEA
Vanguard Ftse Developed Market

ETFs
-1.18K
- 2.55%
$59.18 - $62.09 $69.6K - $73K
44.9K $2.75M
XLV
Select Sector Spdr Fund Health

ETFs
-33
- 1.56%
$141.95 - $152.82 $4.68K - $5.04K
2.09K $316K
Activity Summary
Buys All Purchases 27 New Holdings 5 Increased Positions 22 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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