C2C Wealth Management, LLC
Q2 2025 13F Holdings
- Locationscottsdale, AZ
- Num holdings
82
- Value ($000)
$110,418
- Date Filed07/17/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MSFT MICROSOFT CORP | COM | 594918104 | $8.05M | 7 % | 16,187 | ||
AAPL APPLE INC | COM | 037833100 | $8.00M | 7 % | 38,986 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $7.94M | 7 % | 12,783 | ||
UTF COHEN & STEERS INFRASTRUCTUR | COM | 19248A109 | $6.81M | 6 % | 252,630 | ||
XLK SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | $5.76M | 5 % | 22,743 | ||
IBM INTERNATIONAL BUSINESS MACHS | COM | 459200101 | $5.31M | 5 % | 18,029 | ||
CHV CHEVRON CORP NEW | COM | 166764100 | $5.31M | 5 % | 37,099 | ||
IWM ISHARES TR | RUSSELL 2000 ETF | 464287655 | $4.84M | 4 % | 22,411 | ||
XETYX EATON VANCE TAX-MANAGED DIVE | COM | 27828N102 | $3.68M | 3 % | 238,094 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $3.16M | 3 % | 50,932 |
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