C2C Wealth Management, LLC 13F Holdings
CIK 0001868903 · SCOTTSDALE, AZ
As of Sep 30, 2025, C2C Wealth Management, LLC reported 84 positions worth
CIK 0001868903 · SCOTTSDALE, AZ
As of Sep 30, 2025, C2C Wealth Management, LLC reported 84 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 38,986 | $9.9M | 8.52% |
| ISHARES CORE S&P 500 ETF | IVV | — | 12,796 | $8.6M | 7.35% |
| MICROSOFT CORP | MSFT | Technology | 16,187 | $8.4M | 7.20% |
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF | XLK | — | 22,688 | $6.4M | 5.49% |
| COHEN & STEERS INFRASTRUCTURE FUND INC | UTF | — | 256,530 | $6.4M | 5.46% |
| CHEVRON CORP | CHV | Energy | 35,874 | $5.6M | 4.78% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 22,371 | $5.4M | 4.65% |
| INTERNATIONAL BUSINESS MACHINES CORP | IBM | Technology | 18,029 | $5.1M | 4.37% |
| EATON VANCE TAX-MANAGED DIVERSIFIED EQUITY INCOME FUND | ETY | — | 233,594 | $3.7M | 3.19% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 50,814 | $3.3M | 2.85% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 46,067 | $2.8M | 2.37% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 23,345 | $2.3M | 2.01% |
| ENTERPRISE PRODUCTS PARTNERS LP | EPD | Energy | 63,146 | $2.0M | 1.69% |
| ISHARES S&P MID-CAP 400 GROWTH ETF | IJK | — | 19,475 | .9M | 1.60% |
| ISHARES S&P MID-CAP 400 VALUE ETF | IJJ | — | 13,974 | .8M | 1.56% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 33,324 | .8M | 1.55% |
| PHILIP MORRIS INTERNATIONAL INC | PM | Consumer Defensive | 10,258 | .7M | 1.43% |
| GOLDMAN SACHS ACTIVEBETA(R) US LARGE CAP EQUITY ETF | GSLC | — | 12,580 | .6M | 1.41% |
| STATE STREET(R) CONSUMER DISCRETIONARY SELECT SECTOR SPDR(R) ETF | XLY | — | 6,253 | .5M | 1.29% |
| STRYKER CORP | SYK | Healthcare | 4,000 | .5M | 1.27% |
| XTRACKERS USD HIGH YIELD CORPORATE BOND ETF | HYLB | — | 38,298 | .4M | 1.22% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 11,204 | .4M | 1.16% |
| THE FINANCIAL SELECT SECTOR SPDR FUND | XLF | Equity | 24,107 | .3M | 1.11% |
| PIMCO CORPORATE & INCOME OPPORTUNITY FUND | PTY | — | 87,600 | .3M | 1.09% |
| NVIDIA CORP | NVDA | Technology | 6,218 | .2M | 1.00% |