Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2021 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
KLA CORP | 8 | Q3 2023 | 63.2% |
APPLE INC | 8 | Q3 2023 | 2.8% |
SOUTHERN CO | 8 | Q3 2023 | 2.7% |
MICROSOFT CORP | 8 | Q3 2023 | 1.6% |
CHEVRON CORP NEW | 8 | Q3 2023 | 1.4% |
SPDR S&P 500 ETF TR | 8 | Q3 2023 | 1.2% |
ISHARES TR | 8 | Q3 2023 | 1.0% |
CISCO SYS INC | 8 | Q3 2023 | 1.0% |
INTERNATIONAL BUSINESS MACHS | 8 | Q3 2023 | 1.0% |
COHEN & STEERS INFRASTRUCTUR | 8 | Q3 2023 | 0.9% |
View C2C Wealth Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-04-29 |
13F-HR | 2022-02-23 |
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.