C2 C Wealth Management, LLC Portfolio Holdings
C2 C Wealth Management, LLC
- $106 Million
- Q1 2025
C2 C Wealth Management, LLC has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $106 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 $8.88M, Ishares Core S&P 500 ETF with a value of $7.12M, Chevron Corp with a value of $6.57M, Cohen & Steers Infrastructure Fund Inc with a value of $6.41M, and Microsoft Corp with a value of $6.08M.
Examining the 13F form we can see an decrease of $1.51M in the current position value, from $108M to 106M.
Below you can find more details about C2 C Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$106 Million
ETFs: $42 Million
Technology: $20.7 Million
Financial Services: $15.3 Million
Energy: $12.3 Million
Healthcare: $4.67 Million
Consumer Defensive: $4.6 Million
Communication Services: $2.4 Million
Real Estate: $1.91 Million
Other: $2.12 Million