Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > C2c Wealth Management, Llc > Profile

Instuitional Investor - C2c Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: C2c Wealth Management, Llc
Portfolio Value $107,915,953
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 40,320 $10,097,018 9.35%
2.
Ishares Trust
 IEF 12,500 $7,358,500 6.81%
3.
Microsoft Corp
 MSFT 16,431 $6,925,778 6.41%
4.
Cohen & Steers Infrastructure Fund Inc
 UTF 249,380 $5,995,095 5.55%
5.
Chevron Corp
 CVX 39,749 $5,757,242 5.33%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)