$696 Million is the total value of C2C Wealth Management, LLC's 226 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2021 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-23
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 | 2024-04-29 |
| 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 |
| 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.