C2C Wealth Management, LLC
CIK 1868903 · Holdings on Dec 31, 2023 · First reported Feb 13, 2024
Top ten holdings
Q4 2023- PG72.15%
- AAPL2.37%
- MSFT1.93%
- CVX1.40%
- IVV1.35%
- UTF1.20%
- IWM1.12%
- XLK0.99%
- ETY0.71%
- IBM0.70%
Share classes counted separately83.92%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | PGPROCTER & GAMBLE CO/THE View history and evidence | $304.87M | 72.15% | 1.72M shares | — | ↗▾ | |
| 02 | AAPLAPPLE INC View history and evidence | $10.01M | 2.37% | 51.71K shares | — | ↗▾ | |
| 03 | MSFTMICROSOFT CORP View history and evidence | $8.14M | 1.93% | 21.69K shares | — | ↗▾ | |
| 04 | CVXCHEVRON CORP View history and evidence | $5.93M | 1.40% | 39.58K shares | — | ↗▾ | |
| 05 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $5.71M | 1.35% | 11.92K shares | — | ↗▾ | |
| 06 | UTFCOHEN & STEERS INFRASTRUCTUR View history and evidence | $5.09M | 1.20% | 237.35K shares | — | ↗▾ | |
| 07 | IWMISHARES RUSSELL 2000 ETFRUSSELL 2000 ETF View history and evidence | $4.73M | 1.12% | 23.18K shares | — | ↗▾ | |
| 08 | XLKSS TECHNOLOGY SELECT SECTORTECHNOLOGY View history and evidence | $4.18M | 0.99% | 21.63K shares | — | ↗▾ | |
| 09 | ETYEATON VANCE TAX-MGD DIV EQTY View history and evidence | $3.00M | 0.71% | 247.39K shares | — | ↗▾ | |
| 10 | IBMINTL BUSINESS MACHINES CORP View history and evidence | $2.95M | 0.70% | 18.03K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 133
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| KLAC KLA CORP | Non-derivative | — | — | SEC filing ↗ | |
| SO SOUTHERN CO/THE | Non-derivative | — | — | SEC filing ↗ | |
| HSY HERSHEY CO/THE | Non-derivative | — | — | SEC filing ↗ |
3 / 133 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1868903 · Period Dec 31, 2023
Data loaded Oct 15, 2026 · First reported Feb 13, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 117980984
}Research all 104 reported holdings.
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