C2c Wealth Management, LLC Top Holdings and 13F Report (2025) About C2c Wealth Management, LLCInvestment ActivityC2c Wealth Management, LLC has $106.49 million in total holdings as of March 31, 2025.C2c Wealth Management, LLC owns shares of 87 different stocks, but just 32 companies or ETFs make up 80% of its holdings.Approximately 1.09% of the portfolio was purchased this quarter.About 1.82% of the portfolio was sold this quarter.This quarter, C2c Wealth Management, LLC has purchased 87 new stocks and bought additional shares in 14 stocks.C2c Wealth Management, LLC sold shares of 26 stocks and completely divested from 2 stocks this quarter.Largest Holdings Apple $8,882,013iShares Core S&P 500 ETF $7,122,688Chevron $6,565,627Cohen & Steers Infrastructure Fund $6,409,984Microsoft $6,076,537 Largest New Holdings this Quarter 209115104 - Consolidated Edison $219,189 Holding478160104 - Johnson & Johnson $207,890 Holding Largest Purchases this Quarter NVIDIA 3,110 shares (about $337.06K)Consolidated Edison 1,982 shares (about $219.19K)Johnson & Johnson 1,254 shares (about $207.89K)iShares Core S&P 500 ETF 176 shares (about $98.90K)Mplx 1,700 shares (about $90.98K) Largest Sales this Quarter Consumer Discretionary Select Sector SPDR Fund 1,198 shares (about $236.56K)Omega Healthcare Investors 3,000 shares (about $114.24K)Microsoft 244 shares (about $91.60K)Chevron 502 shares (about $83.98K)Home Depot 205 shares (about $75.13K) Sector Allocation Over TimeMap of 500 Largest Holdings ofC2c Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$8,882,013$74,191 ▼-0.8%39,9868.3%Computer and TechnologyIVViShares Core S&P 500 ETF$7,122,688$98,895 ▲1.4%12,6766.7%ETFCVXChevron$6,565,627$83,980 ▼-1.3%39,2476.2%EnergyUTFCohen & Steers Infrastructure Fund$6,409,984$38,325 ▲0.6%250,8806.0%Financial ServicesMSFTMicrosoft$6,076,537$91,597 ▼-1.5%16,1875.7%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$4,719,136$35,102 ▲0.7%22,8554.4%ETFIWMiShares Russell 2000 ETF$4,548,399$12,169 ▲0.3%22,8004.3%FinanceIBMInternational Business Machines$4,483,1880.0%18,0294.2%Computer and TechnologyETYEaton Vance Tax-Managed Diversified Equity Income Fund$3,470,798$28,520 ▼-0.8%243,3943.3%Financial ServicesIJHiShares Core S&P Mid-Cap ETF$3,018,510$18,730 ▲0.6%51,7312.8%ETFVEAVanguard FTSE Developed Markets ETF$2,562,493$16,723 ▼-0.6%50,4132.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$2,308,991$22,949 ▼-1.0%23,3422.2%FinanceEPDEnterprise Products Partners$2,074,961$37,827 ▼-1.8%60,7781.9%EnergyIJJiShares S&P Mid-Cap 400 Value ETF$1,682,925$3,352 ▼-0.2%14,0561.6%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$1,631,205$3,331 ▼-0.2%19,5871.5%ETFPMPhilip Morris International$1,628,2520.0%10,2581.5%Consumer StaplesVWOVanguard FTSE Emerging Markets ETF$1,559,841$41,277 ▼-2.6%34,4641.5%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$1,527,910$55,040 ▼-3.5%13,8801.4%ETFSYKStryker$1,489,0000.0%4,0001.4%MedicalHYLBXtrackers USD High Yield Corporate Bond ETF$1,384,4730.0%38,2981.3%ETFXLYConsumer Discretionary Select Sector SPDR Fund$1,247,157$236,557 ▼-15.9%6,3161.2%FinanceXLFFinancial Select Sector SPDR Fund$1,218,353$4,832 ▼-0.4%24,4601.1%ETFARCCAres Capital$1,121,2960.0%50,6001.1%FinanceMPLXMplx$1,076,876$90,984 ▲9.2%20,1211.0%EnergyPTYPIMCO Corporate & Income Opportunity Fund$1,044,012$30,366 ▲3.0%72,2001.0%FinanceIVWiShares S&P 500 Growth ETF$1,040,0670.0%11,2041.0%ETFXLEEnergy Select Sector SPDR Fund$1,004,5880.0%10,7500.9%ETFIEMGiShares Core MSCI Emerging Markets ETF$987,921$2,159 ▼-0.2%18,3050.9%ETFUSMViShares MSCI USA Min Vol Factor ETF$980,152$46,830 ▼-4.6%10,4650.9%ETFVZVerizon Communications$961,813$18,416 ▼-1.9%21,2040.9%Computer and TechnologyWFCWells Fargo & Company$952,0070.0%13,2610.9%FinanceXOMExxon Mobil$874,8500.0%7,3560.8%EnergyABBVAbbVie$840,1750.0%4,0100.8%MedicalOKEONEOK$773,1220.0%7,7920.7%EnergyWPCW. P. Carey$701,341$72,576 ▼-9.4%11,1130.7%FinanceQQQInvesco QQQ$694,833$28,131 ▲4.2%1,4820.7%FinanceNVDANVIDIA$673,907$337,062 ▲100.1%6,2180.6%Computer and TechnologyBACBank of America$666,4700.0%15,9710.6%FinanceLLYEli Lilly and Company$652,4690.0%7900.6%MedicalIVEiShares S&P 500 Value ETF$638,634$4,765 ▲0.8%3,3510.6%ETFMMCMarsh & McLennan Companies$629,5970.0%2,5800.6%FinanceAMZNAmazon.com$627,2870.0%3,2970.6%Retail/WholesaleMOAltria Group$555,3050.0%9,2520.5%Consumer StaplesOHIOmega Healthcare Investors$544,925$114,240 ▼-17.3%14,3100.5%FinanceMETAMeta Platforms$489,330$22,478 ▲4.8%8490.5%Computer and TechnologyTRGPTarga Resources$447,4490.0%2,2320.4%EnergyTAT&T$447,0640.0%15,8080.4%Computer and TechnologyETEnergy Transfer$442,3860.0%23,7970.4%EnergyMDLZMondelez International$431,4580.0%6,3590.4%Consumer StaplesBRK.BBerkshire Hathaway$428,727$69,235 ▼-13.9%8050.4%FinanceVVisa$420,5520.0%1,2000.4%Business ServicesBIOBio-Rad Laboratories$417,7050.0%1,7150.4%MedicalWMTWalmart$395,0550.0%4,5000.4%Retail/WholesaleABTAbbott Laboratories$392,9830.0%2,9630.4%MedicalAMGNAmgen$387,8800.0%1,2450.4%MedicalLINDE PLC$380,4280.0%8170.4%SHSNJRNew Jersey Resources$364,2210.0%7,4240.3%UtilitiesCLColgate-Palmolive$359,8080.0%3,8400.3%Consumer StaplesBABoeing$358,1550.0%2,1000.3%AerospaceDIVGlobal SuperDividend US ETF$357,9600.0%19,0000.3%ETFPGProcter & Gamble$335,2160.0%1,9670.3%Consumer StaplesCSCOCisco Systems$325,1500.0%5,2690.3%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$322,244$6,716 ▼-2.0%2,2070.3%ETFTGTTarget$318,2980.0%3,0500.3%Retail/WholesaleGPCGenuine Parts$315,7210.0%2,6500.3%Retail/WholesaleCOSTCostco Wholesale$311,1620.0%3290.3%Retail/WholesaleWELLWelltower$306,4200.0%2,0000.3%FinanceVCSHVanguard Short-Term Corporate Bond ETF$276,053$1,263 ▼-0.5%3,4970.3%ETFMBBiShares MBS ETF$274,213$8,440 ▼-3.0%2,9240.3%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$272,4290.0%5,2020.3%ManufacturingPEPPepsiCo$267,493$16,493 ▼-5.8%1,7840.3%Consumer StaplesEQREquity Residential$263,5580.0%3,6820.2%FinanceNFLXNetflix$262,9730.0%2820.2%Consumer DiscretionarySTXSeagate Technology$254,8500.0%3,0000.2%Computer and TechnologyDVYiShares Select Dividend ETF$248,436$40,287 ▼-14.0%1,8500.2%ETFPFFiShares Preferred and Income Securities ETF$243,2280.0%7,9150.2%ETFDISWalt Disney$240,0380.0%2,4320.2%Consumer DiscretionaryHDHome Depot$238,218$75,130 ▼-24.0%6500.2%Retail/WholesaleEDConsolidated Edison$219,189$219,189 ▲New Holding1,9820.2%UtilitiesMRKMerck & Co., Inc.$209,410$2,244 ▼-1.1%2,3330.2%MedicalJNJJohnson & Johnson$207,890$207,890 ▲New Holding1,2540.2%MedicalIDEVoya Infrastructure, Industrials and Materials Fund$203,4750.0%19,2320.2%Financial ServicesPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$199,4660.0%14,6340.2%ManufacturingLXPLXP Industrial Trust$99,7000.0%11,5260.1%FinancePBYIPuma Biotechnology$44,844$9,324 ▲26.3%15,1500.0%MedicalNOVABAY PHARMACEUTICALS INC$32,175$2,397 ▲8.1%55,0000.0%COM NEWOPKOPKO Health$27,232$2,307 ▲9.3%16,4050.0%MedicalTSLATesla$0$557,703 ▼-100.0%00.0%Auto/Tires/TrucksVOVanguard Mid-Cap ETF$0$203,908 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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