HoldingsChannel.com
C2C Wealth Management LLC Top Holdings
As of  09/30/2022, below is a summary of the C2C Wealth Management LLC top holdings by largest position size, as per the latest 13f filing made by C2C Wealth Management LLC. In the C2C Wealth Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by C2C Wealth Management LLC in that top holding, then the share count change between reporting periods, and finally the C2C Wealth Management LLC top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
KLA CORP 911,195 -2,169 $298,225
     KLAC911,195-2,169$298,225
APPLE INC 95,629 -302 $13,971
     AAPL95,629-302$13,971
SOUTHERN CO 189,586 -13,265 $13,402
     SO189,586-13,265$13,402
CHEVRON CORP NEW 45,371 +80 $7,152
     CVX45,371+80$7,152
MICROSOFT CORP 28,311 -2,101 $7,046
     MSFT28,311-2,101$7,046
SPDR S&P 500 ETF TR (SPY) 14,103 +188 $5,331
     SPY14,103+188$5,331
ISHARES TR (IVV) 13,673 +24 $5,188
     IVV13,673+24$5,188
HERSHEY CO 22,466 UNCH $5,070
     HSY22,466UNCH$5,070
INTERNATIONAL BUSINESS MACHS 35,066 -90 $4,401
     IBM35,066-90$4,401
COHEN & STEERS INFRASTRUCTUR 178,650 +1,350 $4,350
     UTF178,650+1,350$4,350
CISCO SYS INC 98,408 +2 $4,115
     CSCO98,408+2$4,115
ABBVIE INC 27,751 -307 $3,940
     ABBV27,751-307$3,940
PROCTER AND GAMBLE CO 29,967 UNCH $3,899
     PG29,967UNCH$3,899
ISHARES TR (IWM) 21,738 +134 $3,826
     IWM21,738+134$3,826
LILLY ELI & CO 11,515 UNCH $3,799
     LLY11,515UNCH$3,799
SELECT SECTOR SPDR TR (XLK) 23,837 +18 $3,017
     XLK23,837+18$3,017
ISHARES TR (IJH) 11,626 +55 $2,727
     IJH11,626+55$2,727
COCA COLA CO 46,240 -500 $2,626
     KO46,240-500$2,626
JOHNSON & JOHNSON 15,169 -116 $2,512
     JNJ15,169-116$2,512
EATON VANCE TAX MANAGED DIVE 216,294 +6,250 $2,496
     ETY216,294+6,250$2,496
AMAZON COM INC 20,021 -2,831 $2,424
     AMZN20,021-2,831$2,424
ISHARES TR (AGG) 24,778 -2,168 $2,408
     AGG24,778-2,168$2,408
INTEL CORP 85,585 +269 $2,371
     INTC85,585+269$2,371
WALMART INC 17,625 -1,215 $2,366
     WMT17,625-1,215$2,366
VANGUARD TAX MANAGED FDS (VEA) 59,850 -3,204 $2,313
     VEA59,850-3,204$2,313
JPMORGAN CHASE & CO 20,484 -117 $2,310
     JPM20,484-117$2,310
VERIZON COMMUNICATIONS INC 57,833 -1,744 $2,302
     VZ57,833-1,744$2,302
BERKSHIRE HATHAWAY INC DEL      $2,270
     BRK.B8,094+54$2,270
BRISTOL MYERS SQUIBB CO 30,019 -66 $2,138
     BMY30,019-66$2,138
PFIZER INC 44,906 -107 $1,997
     PFE44,906-107$1,997
VANGUARD INTL EQUITY INDEX F (VWO) 51,730 -2,244 $1,970
     VWO51,730-2,244$1,970
QUALCOMM INC 15,925 -400 $1,949
     QCOM15,925-400$1,949
HOME DEPOT INC 6,201 +6 $1,796
     HD6,201+6$1,796
EXXON MOBIL CORP 18,181 UNCH $1,732
     XOM18,181UNCH$1,732
ISHARES TR (IHI) 32,454 UNCH $1,626
     IHI32,454UNCH$1,626
ENTERPRISE PRODS PARTNERS L 62,396 -2,605 $1,547
     EPD62,396-2,605$1,547
PARAMOUNT GLOBAL 74,448 +74,448 $1,494
     PARA74,448+74,448$1,494
GOLDMAN SACHS GROUP INC 4,700 UNCH $1,480
     GS4,700UNCH$1,480
MODERNA INC 11,441 -300 $1,438
     MRNA11,441-300$1,438
ISHARES TR (IAT) 28,034 UNCH $1,434
     IAT28,034UNCH$1,434
PHILIP MORRIS INTL INC 16,258 UNCH $1,414
     PM16,258UNCH$1,414
LOCKHEED MARTIN CORP 3,472 -53 $1,410
     LMT3,472-53$1,410
CLOROX CO DEL 10,500 UNCH $1,382
     CLX10,500UNCH$1,382
UNION PAC CORP 6,678 +2 $1,372
     UNP6,678+2$1,372
ISHARES TR (IWV) 6,200 UNCH $1,360
     IWV6,200UNCH$1,360
MERCK & CO INC 15,339 -1,379 $1,356
     MRK15,339-1,379$1,356
SELECT SECTOR SPDR TR (XLY) 8,948 +68 $1,320
     XLY8,948+68$1,320
SELECT SECTOR SPDR TR (XLB) 17,749 UNCH $1,292
     XLB17,749UNCH$1,292
3M CO 10,759 -531 $1,244
     MMM10,759-531$1,244
ISHARES TR (IJK) 17,962 +108 $1,213
     IJK17,962+108$1,213

See Full List: All Stocks Held By C2C Wealth Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By C2C Wealth Management LLC

Size ($ in 1000's)
At 09/30/2022: $511,460
At 06/30/2022: $545,653

C2C Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from C2C Wealth Management LLC 13F filings. Link to 13F filings: SEC filings

C2C Wealth Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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