C2 C Wealth Management, LLC Reduced Holdings in Q1 2025

C2 C Wealth Management, LLC

  • $106 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-334
- 0.83%
$209.68 - $247.1 $70K - $82.5K
40K $8.88M
MSFT
Microsoft Corp

Technology
-244
- 1.48%
$375.39 - $447.2 $91.6K - $109K
16.2K $6.08M
XLY
Select Sector Spdr Consumer Di

ETFs
-1.2K
- 15.94%
$192.6 - $233.2 $231K - $279K
6.32K $1.25M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
-2K
- 0.82%
$14.21 - $15.67 $28.4K - $31.3K
243K $3.47M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-40
- 0.2%
$81.62 - $96.63 $3.26K - $3.87K
19.6K $1.63M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-500
- 3.48%
$108.02 - $120.45 $54K - $60.2K
13.9K $1.53M
OHI
Omega Healthcare Investors Inc

Real Estate
-3K
- 17.33%
$35.7 - $38.33 $107K - $115K
14.3K $544K
HD
Home Depot, Inc.

Consumer Cyclical
-205
- 23.98%
$347.25 - $424.87 $71.2K - $87.1K
650 $238K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-28
- 0.2%
$117.4 - $131.02 $3.29K - $3.67K
14.1K $1.68M
DVY
Ishares Tr

ETFs
-300
- 13.95%
$128.58 - $138.1 $38.6K - $41.4K
1.85K $248K
PEP
Pepsico Inc

Consumer Defensive
-110
- 5.81%
$142.64 - $156.42 $15.7K - $17.2K
1.78K $267K
IEMG
Ishares Inc

ETFs
-40
- 0.22%
N/A
18.3K $981K
MBB
Ishares Tr

ETFs
-90
- 2.99%
$90.37 - $94.08 $8.13K - $8.47K
2.92K $274K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-912
- 2.58%
$42.5 - $46.71 $38.8K - $42.6K
34.5K $1.56M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-16
- 0.46%
$77.7 - $78.94 $1.24K - $1.26K
3.5K $276K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-130
- 13.9%
$442.66 - $534.52 $57.5K - $69.5K
805 $428K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-500
- 4.56%
$87.68 - $94.52 $43.8K - $47.3K
10.5K $980K
XLV
Select Sector Spdr Fund Health

ETFs
-46
- 2.04%
$137.61 - $149.68 $6.33K - $6.89K
2.21K $322K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-232
- 0.98%
$95.85 - $99.25 $22.2K - $23K
23.3K $2.31M
XLF
Financial Sector Spdr

ETFs
-97
- 0.39%
$47.32 - $52.19 $4.59K - $5.06K
24.5K $1.22M
WPC
W. P. Carey Inc.

Real Estate
-1.15K
- 9.38%
$53.5 - $65.05 $61.5K - $74.8K
11.1K $701K
VZ
Verizon Communications Inc

Communication Services
-406
- 1.88%
$37.81 - $46.49 $15.4K - $18.9K
21.2K $961K
EPD
Enterprise Products Partners L.P.

Energy
-1.11K
- 1.79%
$31.75 - $34.14 $35.2K - $37.8K
60.8K $2.07M
VEA
Vanguard Ftse Developed Market

ETFs
-329
- 0.65%
$47.4 - $52.99 $15.6K - $17.4K
50.4K $2.56M
CVX
Chevron Corp

Energy
-502
- 1.26%
$146.71 - $167.97 $73.6K - $84.3K
39.2K $6.57M
Activity Summary
Buys All Purchases 16 New Holdings 2 Increased Positions 14 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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