C2C Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Mansfield, MA
CIK
0001868903
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 104 117,980 AAPL, MSFT, CVX, IVV 13F-HR 2/13/2024 000195175724000248
Q3 2023 232 703,597 KLAC, AAPL, SO, MSFT 13F-HR 10/10/2023 000108514623003639
Q2 2023 248 756,534 KLAC, AAPL, SO, MSFT 13F-HR 7/20/2023 000108514623002777
Q1 2023 237 620,088 KLAC, AAPL, SO, MSFT 13F-HR 5/15/2023 000108514623002387
Q4 2022 173 577,273 KLAC, SO, AAPL, CVX 13F-HR 2/7/2023 000108514623000758
Q3 2022 172 511,460 KLAC, AAPL, SO, CVX 13F-HR 10/11/2022 000108514622003315
Q2 2022 186 545,653 KLAC, SO, AAPL, MSFT 13F-HR 7/21/2022 000108514622002506
Q1 2022 206 587,468 KLAC, AAPL, SO, MSFT 13F-HR 4/29/2022 000108514622001616
Q4 2021 226 696,285 KLAC, AAPL, SO, MSFT 13F-HR 2/23/2022 000108514622001201