C2C Wealth Management, LLC
CIK
1868903
City
SCOTTSDALE
State / Country
AZ
Top Portfolio Positions
65 positions ·
$71,424,242 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
39,168 | $9,940,446 | 13.92% |
| CVX |
Chevron Corp
Energy
|
35,716 | $7,389,640 | 10.35% |
| UTF |
Cohen & Steers Infrastructure Fund Inc
Financial Services
|
277,370 | $7,178,335 | 10.05% |
| MSFT |
Microsoft Corp
Technology
|
16,484 | $6,101,882 | 8.54% |
| IBM |
International Business Machines Corp
Technology
|
18,718 | $4,537,056 | 6.35% |
| ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
Financial Services
|
230,094 | $3,172,996 | 4.44% |
| EPD |
Enterprise Products Partners L.P.
Energy
|
66,146 | $2,502,964 | 3.50% |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
10,258 | $1,696,057 | 2.37% |
| SYK |
Stryker Corp
Healthcare
|
4,000 | $1,314,360 | 1.84% |
| PTY |
Pimco Corporate & Income Opportunity Fund
Financial Services
|
108,985 | $1,314,359 | 1.84% |
Holdings in PTY
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,314,359 | 108,985 | Shares | Sole | 2026-04-20 | |
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