C2C Wealth Management
Latest statistics and disclosures from C2C Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are KLAC, AAPL, SO, MSFT, CVX, and represent 65.34% of C2C Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: GOOGL, CVX, DOCU, TSLA, PFE, EG, RIVN, VFC, QCOM, MSTR.
- Started 7 new stock positions in PGR, EG, VFC, DOCU, GOOGL, IXC, RIVN.
- Reduced shares in these 10 stocks: KLAC, Lithium Americas Corp, FTAI, MRNA, PARA, INTC, GNRC, , SWKS, F.
- Sold out of its positions in POWW, AMD, BIRD, AVRO, C, ED, DAL, D, F, GNRC. GM, GBX, HOG, Lithium Americas Corp, SDY, DIA, CRM, MATV, SWN, ME, VO, FTAI, Triton International.
- C2C Wealth Management was a net seller of stock by $-1.1M.
- C2C Wealth Management has $704M in assets under management (AUM), dropping by -7.00%.
- Central Index Key (CIK): 0001868903
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Portfolio Holdings for C2C Wealth Management
C2C Wealth Management holds 232 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Kla Corp Com New (KLAC) | 58.7 | $413M | 906k | 456.11 |
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| Apple (AAPL) | 2.4 | $17M | 97k | 172.88 |
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| Southern Company (SO) | 1.6 | $11M | 182k | 62.34 |
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| Microsoft Corporation (MSFT) | 1.4 | $9.7M | 31k | 318.92 |
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| Chevron Corporation (CVX) | 1.3 | $8.8M | +15% | 53k | 165.59 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.0 | $7.4M | +3% | 17k | 425.15 |
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| Cisco Systems (CSCO) | 1.0 | $7.2M | +6% | 133k | 54.12 |
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| International Business Machines (IBM) | 1.0 | $6.7M | 48k | 140.67 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.9 | $6.0M | 14k | 427.04 |
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| Eli Lilly & Co. (LLY) | 0.8 | $5.9M | 11k | 530.09 |
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| Cohen & Steers infrastucture Fund (UTF) | 0.6 | $4.5M | +5% | 235k | 19.28 |
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| Abbvie (ABBV) | 0.6 | $4.3M | 29k | 147.57 |
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| Select Sector Spdr Tr Technology (XLK) | 0.6 | $4.2M | 25k | 164.62 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.6 | $4.1M | 24k | 173.49 |
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| Intel Corporation (INTC) | 0.5 | $3.8M | -7% | 109k | 35.11 |
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| Tesla Motors (TSLA) | 0.5 | $3.8M | +25% | 15k | 248.54 |
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| Hershey Company (HSY) | 0.5 | $3.6M | 19k | 197.64 |
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| Pfizer (PFE) | 0.5 | $3.6M | +26% | 108k | 33.83 |
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| Procter & Gamble Company (PG) | 0.5 | $3.4M | 24k | 144.78 |
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| Eaton Vance Tax Managed Diversified Eq. (ETY) | 0.4 | $2.8M | +4% | 244k | 11.61 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $2.8M | 20k | 143.14 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $2.8M | 8.1k | 346.89 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $2.8M | 12k | 245.41 |
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| Uber Technologies (UBER) | 0.4 | $2.8M | -7% | 61k | 45.30 |
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| Qualcomm (QCOM) | 0.4 | $2.8M | +21% | 25k | 109.81 |
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| CVS Caremark Corporation (CVS) | 0.4 | $2.7M | +10% | 39k | 69.30 |
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| Coca-Cola Company (KO) | 0.4 | $2.6M | 47k | 55.34 |
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| Freeport-mcmoran CL B (FCX) | 0.3 | $2.4M | +3% | 67k | 36.31 |
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| Amazon (AMZN) | 0.3 | $2.4M | -5% | 19k | 128.95 |
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| Wal-Mart Stores (WMT) | 0.3 | $2.4M | 15k | 159.54 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $2.4M | 55k | 42.97 |
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| Boeing Company (BA) | 0.3 | $2.3M | +2% | 12k | 187.65 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $2.3M | 24k | 93.25 |
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| Walt Disney Company (DIS) | 0.3 | $2.2M | +18% | 27k | 81.42 |
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| Verizon Communications (VZ) | 0.3 | $2.1M | -8% | 67k | 31.77 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $2.1M | 18k | 114.98 |
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| Bristol Myers Squibb (BMY) | 0.3 | $2.0M | -4% | 36k | 57.66 |
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| American Express Company (AXP) | 0.3 | $2.0M | 14k | 149.04 |
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| Johnson & Johnson (JNJ) | 0.3 | $1.9M | +2% | 13k | 154.42 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $1.9M | -3% | 48k | 39.00 |
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| Home Depot (HD) | 0.2 | $1.7M | -7% | 5.8k | 299.37 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.7M | 13k | 134.15 |
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| Enterprise Products Partners (EPD) | 0.2 | $1.7M | 61k | 27.17 |
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| United Rentals (URI) | 0.2 | $1.6M | 3.8k | 434.74 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $1.6M | 2.8k | 577.69 |
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| Merck & Co (MRK) | 0.2 | $1.6M | 16k | 102.04 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.2 | $1.6M | 33k | 48.07 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 0.2 | $1.6M | 20k | 77.16 |
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| Gxo Logistics Incorporated Common Stock (GXO) | 0.2 | $1.5M | 27k | 57.17 |
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| Philip Morris International (PM) | 0.2 | $1.5M | 16k | 91.21 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.2 | $1.4M | 14k | 99.16 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.2 | $1.4M | 8.7k | 160.53 |
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| Meta Platforms Cl A (META) | 0.2 | $1.4M | -10% | 4.6k | 303.46 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $1.4M | 3.4k | 407.56 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.2 | $1.4M | 19k | 71.22 |
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| Clorox Company (CLX) | 0.2 | $1.4M | -4% | 11k | 130.61 |
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| Dbx Etf Tr Xtrack Usd High (HYLB) | 0.2 | $1.4M | 40k | 33.48 |
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| 3M Company (MMM) | 0.2 | $1.3M | 15k | 89.94 |
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| Carrier Global Corporation (CARR) | 0.2 | $1.3M | 24k | 54.36 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.2 | $1.3M | 16k | 83.79 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $1.3M | +34% | 24k | 52.74 |
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| Medtronic SHS (MDT) | 0.2 | $1.3M | +5% | 17k | 77.44 |
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| Etf Managers Tr Prime Cybr Scrty | 0.2 | $1.3M | 25k | 51.60 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.2M | NEW | 9.2k | 133.17 |
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| NVIDIA Corporation (NVDA) | 0.2 | $1.2M | -7% | 2.8k | 444.20 |
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| Fiserv (FI) | 0.2 | $1.2M | 11k | 112.93 |
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| Ventas (VTR) | 0.2 | $1.2M | +36% | 28k | 41.16 |
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| Cleveland-cliffs (CLF) | 0.2 | $1.1M | +4% | 74k | 15.57 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $1.1M | +5% | 21k | 53.53 |
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| Ishares Core Msci Emkt (IEMG) | 0.2 | $1.1M | -2% | 24k | 47.28 |
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| Stryker Corporation (SYK) | 0.2 | $1.1M | 4.0k | 272.69 |
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| Vanguard World Fds Inf Tech Etf (VGT) | 0.2 | $1.1M | 2.6k | 416.19 |
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| Schlumberger Com Stk (SLB) | 0.2 | $1.1M | +7% | 19k | 57.52 |
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| Select Sector Spdr Tr Energy (XLE) | 0.2 | $1.1M | +9% | 12k | 88.20 |
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| Materion Corporation (MTRN) | 0.1 | $1.0M | 10k | 99.09 |
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| Aptiv SHS (APTV) | 0.1 | $995k | +2% | 10k | 96.92 |
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| Goldman Sachs (GS) | 0.1 | $986k | 3.1k | 318.05 |
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| Marriott Intl Cl A (MAR) | 0.1 | $984k | -13% | 5.1k | 192.87 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $976k | -15% | 1.2k | 813.37 |
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| Select Sector Spdr Tr Financial (XLF) | 0.1 | $969k | 30k | 32.80 |
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| PIMCO Corporate Opportunity Fund (PTY) | 0.1 | $966k | 77k | 12.59 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $948k | 5.6k | 169.82 |
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| Ares Capital Corporation (ARCC) | 0.1 | $948k | +11% | 50k | 19.11 |
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| Pepsi (PEP) | 0.1 | $941k | 5.6k | 168.31 |
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| Oneok (OKE) | 0.1 | $933k | +2% | 15k | 61.93 |
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| Pioneer Natural Resources (PXD) | 0.1 | $928k | 4.2k | 223.08 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $927k | +3% | 14k | 65.77 |
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| Boston Properties (BXP) | 0.1 | $898k | +39% | 16k | 57.00 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $880k | 13k | 68.33 |
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| Docusign (DOCU) | 0.1 | $866k | NEW | 21k | 41.65 |
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| Amgen (AMGN) | 0.1 | $850k | 3.2k | 265.54 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $835k | 1.7k | 492.96 |
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| Starbucks Corporation (SBUX) | 0.1 | $823k | 9.0k | 91.09 |
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| ConocoPhillips (COP) | 0.1 | $816k | 7.0k | 116.33 |
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| Wp Carey (WPC) | 0.1 | $802k | +3% | 15k | 53.25 |
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| Dow (DOW) | 0.1 | $789k | 16k | 51.05 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $782k | 11k | 71.60 |
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| Xpo Logistics Inc equity (XPO) | 0.1 | $768k | -10% | 11k | 72.72 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $763k | 11k | 68.36 |
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| Costco Wholesale Corporation (COST) | 0.1 | $759k | 1.3k | 569.51 |
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| Iron Mountain (IRM) | 0.1 | $756k | 13k | 58.26 |
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| Zimmer Holdings (ZBH) | 0.1 | $756k | -6% | 6.8k | 111.56 |
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| Phillips 66 (PSX) | 0.1 | $743k | 6.3k | 118.58 |
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| Devon Energy Corporation (DVN) | 0.1 | $733k | 16k | 45.52 |
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| American Electric Power Company (AEP) | 0.1 | $693k | 9.7k | 71.37 |
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| Ishares Tr Global Tech Etf (IXN) | 0.1 | $692k | 12k | 57.98 |
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| CarMax (KMX) | 0.1 | $689k | 9.8k | 70.11 |
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| El Paso Energy Cap Tr I Pfd Cv Tr Sec 28 (EP.PC) | 0.1 | $688k | 43k | 16.14 |
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| Everest Re Group (EG) | 0.1 | $680k | NEW | 1.8k | 373.55 |
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| At&t (T) | 0.1 | $677k | -21% | 46k | 14.67 |
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| Lamar Advertising Cl A (LAMR) | 0.1 | $675k | 8.3k | 80.88 |
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| Williams Companies (WMB) | 0.1 | $649k | 20k | 32.95 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.1 | $647k | 18k | 35.11 |
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| Microstrategy Cl A New (MSTR) | 0.1 | $644k | +200% | 2.0k | 330.06 |
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| New York Community Ban (NYCB) | 0.1 | $633k | 58k | 11.01 |
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| MercadoLibre (MELI) | 0.1 | $627k | +10% | 500.00 | 1252.94 |
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| Rivian Automotive Com Cl A (RIVN) | 0.1 | $620k | NEW | 27k | 23.43 |
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| Sabra Health Care REIT (SBRA) | 0.1 | $612k | +40% | 45k | 13.55 |
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| Hercules Technology Growth Capital (HTGC) | 0.1 | $611k | 38k | 16.08 |
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| Bio Rad Labs Cl A (BIO) | 0.1 | $606k | 1.7k | 351.09 |
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| Wells Fargo & Company (WFC) | 0.1 | $604k | +33% | 15k | 39.53 |
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| Abbott Laboratories (ABT) | 0.1 | $602k | 6.3k | 95.16 |
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| Ishares Tr Us Regnl Bks Etf (IAT) | 0.1 | $602k | -23% | 19k | 32.56 |
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| SYSCO Corporation (SYY) | 0.1 | $591k | -20% | 9.1k | 65.14 |
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| Easterly Government Properti reit (DEA) | 0.1 | $588k | 53k | 11.19 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $574k | 6.2k | 92.74 |
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| V.F. Corporation (VFC) | 0.1 | $573k | NEW | 35k | 16.62 |
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| Moderna (MRNA) | 0.1 | $567k | -55% | 5.5k | 102.79 |
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| McGrath Rent (MGRC) | 0.1 | $565k | 5.6k | 100.94 |
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| Crown Castle Intl (CCI) | 0.1 | $564k | 6.2k | 90.84 |
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| Omega Healthcare Investors (OHI) | 0.1 | $560k | 17k | 32.35 |
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| L3harris Technologies (LHX) | 0.1 | $542k | 3.2k | 170.72 |
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| Skyworks Solutions (SWKS) | 0.1 | $539k | -33% | 5.6k | 97.11 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $536k | 2.2k | 243.58 |
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| Sl Green Realty Corp (SLG) | 0.1 | $535k | 15k | 35.67 |
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| Oracle Corporation (ORCL) | 0.1 | $530k | 5.0k | 106.20 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $528k | 3.5k | 152.22 |
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| Kohl's Corporation (KSS) | 0.1 | $526k | 25k | 20.80 |
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| Whirlpool Corporation (WHR) | 0.1 | $521k | +9% | 4.0k | 131.22 |
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| Broadcom (AVGO) | 0.1 | $519k | 628.00 | 826.99 |
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| Palo Alto Networks (PANW) | 0.1 | $518k | 2.2k | 235.82 |
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| Bank of America Corporation (BAC) | 0.1 | $517k | -20% | 19k | 26.64 |
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| Ishares Tr Cohen Steer Reit (ICF) | 0.1 | $515k | 11k | 49.05 |
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| Allstate Corporation (ALL) | 0.1 | $511k | 4.6k | 111.14 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $504k | 4.2k | 120.15 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $500k | +45% | 1.9k | 266.69 |
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| Star Bulk Carriers Corp. Shs Par (SBLK) | 0.1 | $498k | 26k | 19.16 |
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| National Retail Properties (NNN) | 0.1 | $497k | 14k | 34.59 |
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| Compass Diversified Sh Ben Int (CODI) | 0.1 | $492k | 26k | 18.64 |
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| Teradyne (TER) | 0.1 | $490k | 4.9k | 99.87 |
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| Marsh & McLennan Companies (MMC) | 0.1 | $486k | 2.6k | 188.52 |
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| Stanley Black & Decker (SWK) | 0.1 | $486k | 6.0k | 80.46 |
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| Organon & Co Common Stock (OGN) | 0.1 | $481k | 29k | 16.75 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $479k | -21% | 1.1k | 442.56 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $473k | -3% | 6.3k | 74.79 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $465k | 4.4k | 105.48 |
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| JetBlue Airways Corporation (JBLU) | 0.1 | $459k | 99k | 4.64 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $456k | 2.2k | 211.08 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $450k | 5.3k | 84.99 |
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| Postal Realty Trust Cl A (PSTL) | 0.1 | $448k | 34k | 13.25 |
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| Western Union Company (WU) | 0.1 | $444k | +12% | 34k | 13.13 |
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| Ishares Tr U.s. Bas Mtl Etf (IYM) | 0.1 | $433k | 3.5k | 123.84 |
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| Hp (HPQ) | 0.1 | $433k | 17k | 25.62 |
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| Lam Research Corporation (LRCX) | 0.1 | $432k | 690.00 | 626.02 |
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| Columbia Banking System (COLB) | 0.1 | $424k | 22k | 19.49 |
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| B&G Foods (BGS) | 0.1 | $420k | +8% | 43k | 9.77 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $412k | -5% | 1.1k | 359.09 |
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| Morgan Stanley Com New (MS) | 0.1 | $410k | 5.1k | 80.03 |
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| Caterpillar (CAT) | 0.1 | $408k | 1.5k | 270.78 |
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| Union Pacific Corporation (UNP) | 0.1 | $406k | 2.0k | 202.23 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.1 | $405k | 5.5k | 73.64 |
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| Altria (MO) | 0.1 | $400k | -17% | 9.7k | 41.45 |
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| Deere & Company (DE) | 0.1 | $400k | 1.1k | 372.06 |
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| Ardagh Metal Packaging S A SHS (AMBP) | 0.1 | $396k | 127k | 3.11 |
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| Synopsys (SNPS) | 0.1 | $396k | 860.00 | 460.13 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $395k | 1.0k | 390.43 |
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| Corning Incorporated (GLW) | 0.1 | $391k | 13k | 30.05 |
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| Genuine Parts Company (GPC) | 0.1 | $386k | 2.7k | 145.46 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $384k | 3.6k | 106.71 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $380k | 3.2k | 118.82 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $376k | 2.9k | 127.84 |
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| Honeywell International (HON) | 0.1 | $375k | 2.1k | 181.78 |
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| Chemours (CC) | 0.1 | $374k | 14k | 27.22 |
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| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.1 | $374k | +3% | 25k | 14.84 |
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| Ishares Tr Grwt Allocat Etf (AOR) | 0.1 | $366k | 7.5k | 48.97 |
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| Albany Intl Corp Cl A (AIN) | 0.1 | $364k | 4.3k | 84.84 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $356k | 688.00 | 517.27 |
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| Flex Lng SHS (FLNG) | 0.1 | $353k | 12k | 29.29 |
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| Howmet Aerospace (HWM) | 0.0 | $350k | 7.7k | 45.45 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $335k | 24k | 13.76 |
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| Old Dominion Freight Line (ODFL) | 0.0 | $327k | 820.00 | 399.10 |
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| Kraft Heinz (KHC) | 0.0 | $323k | 9.8k | 33.02 |
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| Target Corporation (TGT) | 0.0 | $320k | 3.0k | 106.10 |
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| Global X Fds Globx Supdv Us (DIV) | 0.0 | $317k | 20k | 15.84 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $311k | 4.4k | 71.42 |
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| Danaher Corporation (DHR) | 0.0 | $310k | 1.5k | 212.72 |
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| Visa Com Cl A (V) | 0.0 | $308k | 1.3k | 230.40 |
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| UnitedHealth (UNH) | 0.0 | $302k | 590.00 | 511.10 |
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| Linde SHS (LIN) | 0.0 | $296k | 806.00 | 367.48 |
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| New Jersey Resources Corporation (NJR) | 0.0 | $291k | 7.4k | 39.24 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $289k | 614.00 | 471.29 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.0 | $289k | 3.2k | 91.45 |
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| Global X Fds Cybrscurty Etf (BUG) | 0.0 | $282k | 12k | 24.21 |
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| Vanguard World Fds Financials Etf (VFH) | 0.0 | $269k | 3.4k | 79.36 |
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| Ishares Tr Mbs Etf (MBB) | 0.0 | $267k | 3.0k | 87.73 |
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| Colgate-Palmolive Company (CL) | 0.0 | $264k | -21% | 3.7k | 70.67 |
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| Ishares Tr U.s. Energy Etf (IYE) | 0.0 | $250k | 5.4k | 46.22 |
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| Agilent Technologies Inc C ommon (A) | 0.0 | $250k | 2.3k | 110.35 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $247k | 2.4k | 104.94 |
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| Netflix (NFLX) | 0.0 | $245k | -23% | 647.00 | 379.15 |
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| Lamb Weston Hldgs (LW) | 0.0 | $240k | 2.6k | 92.15 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $236k | 4.8k | 49.58 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $234k | 7.9k | 29.62 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $228k | 4.6k | 49.51 |
|
|
| Lowe's Companies (LOW) | 0.0 | $224k | +2% | 1.1k | 205.41 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $216k | 858.00 | 251.97 |
|
|
| ConAgra Foods (CAG) | 0.0 | $215k | 8.1k | 26.68 |
|
|
| Equity Residential Sh Ben Int (EQR) | 0.0 | $212k | 3.7k | 57.69 |
|
|
| Micron Technology (MU) | 0.0 | $212k | 3.2k | 67.27 |
|
|
| Progressive Corporation (PGR) | 0.0 | $212k | NEW | 1.5k | 138.26 |
|
| Ishares Tr Global Energ Etf (IXC) | 0.0 | $209k | NEW | 5.2k | 40.25 |
|
| Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 0.0 | $207k | -2% | 12k | 18.07 |
|
| Paramount Global Class B Com (PARA) | 0.0 | $198k | -67% | 16k | 12.54 |
|
| Voya Infrastructure Industrial & Materia (IDE) | 0.0 | $176k | 19k | 9.13 |
|
|
| Peakstone Realty Trust Common Shares (PKST) | 0.0 | $161k | 10k | 16.10 |
|
|
| Lexington Realty Trust (LXP) | 0.0 | $100k | 12k | 8.70 |
|
|
| Global X Fds S&p 500 Covered Call Option (XYLD) | 0.0 | $77k | 198k | 0.39 |
|
|
| Ess Tech Common Stock (GWH) | 0.0 | $46k | -29% | 25k | 1.80 |
|
| Solid Power Class A Com (SLDP) | 0.0 | $40k | -20% | 21k | 1.89 |
|
| Amarin Corp Spons Adr New (AMRN) | 0.0 | $19k | 22k | 0.85 |
|
|
| Comstock Com New (LODE) | 0.0 | $11k | 28k | 0.39 |
|
|
| Electrameccanica Vehs Corp Com New | 0.0 | $9.9k | 15k | 0.66 |
|
Past Filings by C2C Wealth Management
SEC 13F filings are viewable for C2C Wealth Management going back to 2021
- C2C Wealth Management 2023 Q3 filed Oct. 11, 2023
- C2C Wealth Management 2023 Q2 filed July 20, 2023
- C2C Wealth Management 2023 Q1 filed May 15, 2023
- C2C Wealth Management 2022 Q4 filed Feb. 8, 2023
- C2C Wealth Management 2022 Q3 filed Oct. 12, 2022
- C2C Wealth Management 2022 Q2 filed July 22, 2022
- C2C Wealth Management 2022 Q1 filed April 29, 2022
- C2C Wealth Management 2021 Q4 filed Feb. 23, 2022