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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 81
  • Current Value $102 Million
  • Prior Value $99.9 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 13, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 2 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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