C2C Wealth Management, LLC
Q4 2024 13F Holdings
- Locationscottsdale, AZ
- Num holdings
87
- Value ($000)
$107,916
- Date Filed02/12/2025
- Form type13F-HR
- CIK0001868903
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $10.10M | 9 % | 40,320 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $7.36M | 7 % | 12,500 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $6.93M | 6 % | 16,431 | ||
UTF COHEN & STEERS INFRASTRUCTUR | COM | 19248A109 | $6.00M | 6 % | 249,380 | ||
CHV CHEVRON CORP NEW | COM | 166764100 | $5.76M | 5 % | 39,749 | ||
XLK SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | $5.27M | 5 % | 22,685 | ||
IWM ISHARES TR | RUSSELL 2000 ETF | 464287655 | $5.02M | 5 % | 22,739 | ||
IBM INTERNATIONAL BUSINESS MACHS | COM | 459200101 | $3.96M | 4 % | 18,029 | ||
XETYX EATON VANCE TAX-MANAGED DIVE | COM | 27828N102 | $3.67M | 3 % | 245,394 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $3.20M | 3 % | 51,410 |
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