C2 C Wealth Management, LLC Reduced Holdings in Q4 2024

C2 C Wealth Management, LLC

  • $108 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-8.15K
- 72.39%
$117.0 - $148.88 $954K - $1.21M
3.11K $417K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-3.6K
- 9.24%
$44.04 - $49.49 $159K - $178K
35.4K $1.56M
VEA
Vanguard Ftse Developed Market

ETFs
-600
- 1.17%
$47.57 - $52.44 $28.5K - $31.5K
50.7K $2.43M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-140
- 0.59%
$96.64 - $101.23 $13.5K - $14.2K
23.6K $2.28M
VZ
Verizon Communications Inc

Communication Services
-20
- 0.09%
$39.6 - $45.21 $792 - $904
21.6K $864K
XLV
Select Sector Spdr Fund Health

ETFs
-185
- 7.59%
$136.28 - $154.74 $25.2K - $28.6K
2.25K $309K
DVY
Ishares Tr

ETFs
-300
- 12.24%
$129.55 - $143.41 $38.9K - $43K
2.15K $282K
MRK
Merck & Co., Inc.

Healthcare
-100
- 4.07%
$96.31 - $114.76 $9.63K - $11.5K
2.36K $234K
HYLB
Xtrackers Usd High Yield Corp

ETFs
-250
- 0.65%
$35.95 - $36.76 $8.99K - $9.19K
38.3K $1.38M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-386
- 9.9%
$77.86 - $79.27 $30.1K - $30.6K
3.51K $274K
IEMG
Ishares Inc

ETFs
-150
- 0.81%
N/A
18.3K $984K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
-2K
- 0.81%
$14.38 - $15.35 $28.8K - $30.7K
245K $3.67M
XLF
Financial Sector Spdr

ETFs
-200
- 0.81%
$44.89 - $51.34 $8.98K - $10.3K
24.6K $1.19M
XLY
Select Sector Spdr Consumer Di

ETFs
-85
- 1.12%
$194.8 - $239.43 $16.6K - $20.4K
7.51K $1.69M
AAPL
Apple Inc.

Technology
-5
- 0.01%
$221.69 - $259.02 $1.11K - $1.3K
40.3K $10.1M
Activity Summary
Buys All Purchases 17 New Holdings 3 Increased Positions 14 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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