| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2012 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 11 | Q2 2024 | 8.5% |
| MICROSOFT CORP | 11 | Q2 2024 | 7.1% |
| CHEVRON CORP NEW | 11 | Q2 2024 | 6.1% |
| ISHARES TR | 11 | Q2 2024 | 6.6% |
| COHEN & STEERS INFRASTRUCTUR | 11 | Q2 2024 | 5.8% |
| ISHARES TR | 11 | Q2 2024 | 4.7% |
| SELECT SECTOR SPDR TR | 11 | Q2 2024 | 4.9% |
| INTERNATIONAL BUSINESS MACHS | 11 | Q2 2024 | 3.4% |
| EATON VANCE TAX-MANAGED DIVE | 11 | Q2 2024 | 3.4% |
| ISHARES TR | 11 | Q2 2024 | 3.1% |
View C2C Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-20 |
| 13F-HR | 2024-08-13 |
| 13F-HR | 2024-04-29 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-22 |
View C2C Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.