C2C Wealth Management, LLC
CIK
1868903
City
SCOTTSDALE
State / Country
AZ
Top Portfolio Positions
66 positions ·
$71,984,906 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
39,168 | $9,940,446 | 13.81% | |
| CVX |
Chevron Corp
Energy
|
35,716 | $7,389,640 | 10.27% | |
| UTF |
Cohen & Steers Infrastructure Fund Inc
Financial Services
|
277,370 | $7,178,335 | 9.97% | |
| MSFT |
Microsoft Corp
Technology
|
16,484 | $6,101,882 | 8.48% | |
| IBM |
International Business Machines Corp
Technology
|
18,718 | $4,537,056 | 6.30% | |
| ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
Financial Services
|
230,094 | $3,172,996 | 4.41% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
66,146 | $2,502,964 | 3.48% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
10,258 | $1,696,057 | 2.36% | |
| SYK |
Stryker Corp
Healthcare
|
4,000 | $1,314,360 | 1.83% | |
| PTY |
Pimco Corporate & Income Opportunity Fund
Financial Services
|
108,985 | $1,314,359 | 1.83% |
Portfolio Trend
18 quarters · across all stocks
Holdings in IDE
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $327,375 | 26,232 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $236,553 | 19,232 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $233,284 | 19,232 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $224,822 | 19,232 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $203,474 | 19,232 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $195,204 | 19,232 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $218,475 | 19,232 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $202,320 | 19,232 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $195,781 | 19,232 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $181,357 | 19,232 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $189,819 | 19,232 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $185,588 | 19,232 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $176,357 | 19,232 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $170,010 | 19,232 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $187,896 | 19,232 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $223,668 | 19,232 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $232,322 | 19,232 | Shares | Sole | 2022-02-23 | |
| No 13F history on record for this holder in this stock. | ||||||