C2 C Wealth Management, LLC Portfolio Holdings
C2 C Wealth Management, LLC
- $108 Million
- Q3 2024
C2 C Wealth Management, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $108 Million distributed in 87 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $9.39M, Ishares Core S&P 500 ETF with a value of $7.21M, Microsoft Corp with a value of $6.96M, Cohen & Steers Infrastructure Fund Inc with a value of $6.36M, and Chevron Corp with a value of $5.85M.
Examining the 13F form we can see an increase of $6.6M in the current position value, from $102M to 108M.
Below you can find more details about C2 C Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$108 Million
ETFs: $44.9 Million
Technology: $22.3 Million
Financial Services: $14.9 Million
Energy: $10.7 Million
Healthcare: $4.72 Million
Consumer Defensive: $4.32 Million
Communication Services: $2.21 Million
Real Estate: $2.08 Million
Other: $2.21 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|