C2 C Wealth Management, LLC Portfolio Holdings
C2 C Wealth Management, LLC
- $116 Million
- Q3 2025
C2 C Wealth Management, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $116 Million distributed in 84 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $9.93M, Ishares Core S&P 500 ETF with a value of $8.56M, Microsoft Corp with a value of $8.38M, Technology Sector Spdr with a value of $6.39M, and Cohen & Steers Infrastructure Fund Inc with a value of $6.36M.
Examining the 13F form we can see an increase of $6.03M in the current position value, from $110M to 116M.
Below you can find more details about C2 C Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$116 Million
ETFs: $47.9 Million
Technology: $25.7 Million
Financial Services: $16.1 Million
Energy: $10.6 Million
Healthcare: $4.6 Million
Consumer Defensive: $3.82 Million
Communication Services: $2.74 Million
Real Estate: $2.07 Million
Other: $2.3 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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