C2 C Wealth Management, LLC Portfolio Holdings
C2 C Wealth Management, LLC
- $102 Million
- Q2 2024
C2 C Wealth Management, LLC has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $102 Million distributed in 81 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $8.54M, Microsoft Corp with a value of $7.26M, Ishares Core S&P 500 ETF with a value of $6.73M, Chevron Corp with a value of $6.12M, and Cohen & Steers Infrastructure Fund Inc with a value of $5.52M.
Examining the 13F form we can see an increase of $1.94M in the current position value, from $99.9M to 102M.
Below you can find more details about C2 C Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$102 Million
ETFs: $42.8 Million
Technology: $20 Million
Financial Services: $13.7 Million
Energy: $10.8 Million
Healthcare: $4.22 Million
Consumer Defensive: $3.9 Million
Consumer Cyclical: $2.17 Million
Communication Services: $1.87 Million
Other: $2.43 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|