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C2C Wealth Management, LLC

13F filer · CIK 0001868903
Reported Jul 9, 2026
Net seller this quarter
13F portfolio value$128MU.S. long equity reported on 13F
Positions715 new · 1 closed
Net flow last quarter-$14KBuys minus sells
Top 10 positions weight35.3%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 9, 202671 positions
AAPLApple Inc.$9.07M7.11%0.00%-20.0%Q4 2021
UTFCohen & Steers Infrastructure Fund Inc$7.63M5.98%Not reported-0.3%Q4 2021
CVXChevron Corp$5.9M4.63%0.00%-0.3%Q4 2021
MSFTMicrosoft Corp$5.89M4.61%0.00%-4.2%Q4 2021
IBMInternational Business Machines Corp$5.26M4.12%0.00%0.0%Q4 2021
ETYEaton Vance Tax-Managed Diversified Equity Income Fund$3.35M2.62%Not reportedNot reportedQ4 2021
EPDEnterprise Products Partners L.P.$2.43M1.91%0.00%Not reportedQ4 2021
NVDANvidia Corp$2.36M1.85%0.00%+57.2%Q4 2021
PMPhilip Morris International Inc.$1.86M1.45%0.00%Not reportedQ4 2021
PTYPimco Corporate & Income Opportunity Fund$1.3M1.02%Not reported-0.6%Q4 2021
SYKStryker Corp$1.26M0.99%0.00%Not reportedQ4 2021
MPLXMPLX LP$1.26M0.99%0.00%Not reportedQ4 2021
WFCWells Fargo & Company$1.18M0.93%0.00%+7.7%Q4 2021
QQQInvesco QQQ Trust, Series 1$1.16M0.91%Not reported+4.7%Q4 2021
ARCCAres Capital Corp$1.03M0.81%0.01%Not reportedQ4 2021
ABBVAbbVie Inc.$1.02M0.80%0.00%+0.1%Q4 2021
STXSeagate Technology Holdings plc$965K0.76%0.00%Not reportedQ4 2021
LLYELI LILLY & Co$948K0.74%0.00%Not reportedQ4 2021
AMZNAmazon Com Inc$916K0.72%0.00%Not reportedQ4 2021
BACBank of America Corp$893K0.70%0.00%-2.2%Q4 2021
XOMExxonMobil Holdings Corp$871K0.68%0.00%Not reportedQ4 2021
OHIOmega Healthcare Investors Inc$825K0.65%0.01%Not reportedQ4 2021
WPCW. P. Carey Inc.$686K0.54%0.00%+0.1%Q4 2021
OKEOneok Inc$677K0.53%0.00%Not reportedQ4 2021
METAMeta Platforms, Inc.$656K0.51%Not reported+5.2%Q4 2021
CSCOCisco Systems, Inc.$654K0.51%0.00%Not reportedQ4 2021
VZVerizon Communications Inc$645K0.51%0.00%-1.0%Q4 2021
BRK.BBerkshire Hathaway Inc$585K0.46%Not reportedNot reportedQ4 2021
GOOGLAlphabet Inc.$537K0.42%0.00%+1.7%Q4 2021
TRGPTarga Resources Corp.$532K0.42%0.00%Not reportedQ1 2024
WMTWalmart Inc.$510K0.40%0.00%Not reportedQ4 2021
VVisa Inc.$481K0.38%0.00%Not reportedQ4 2021
BABoeing Co$455K0.36%0.00%Not reportedQ4 2021
WELLWelltower Inc.$454K0.36%0.00%Not reportedQ2 2024
AMGNAmgen Inc$451K0.35%0.00%Not reportedQ4 2021
INCMInnocom Technology Holdings, Inc.$447K0.35%0.01%+29.2%Q4 2025
LINLinde PLC$444K0.35%0.00%Not reportedQ4 2021
MRSHMarsh & Mclennan Companies, Inc.$430K0.34%0.00%Not reportedQ4 2021
DTEDte Energy Co$419K0.33%0.00%Not reportedQ1 2026
NJRNew Jersey Resources Corp$416K0.33%0.01%Not reportedQ4 2021
ETEnergy Transfer LP$411K0.32%0.00%-9.7%Q4 2021
TGTTarget Corp$398K0.31%0.00%Not reportedQ4 2021
COSTCostco Wholesale Corp$365K0.29%0.00%+2.6%Q4 2021
IDEVoya Infrastructure, Industrials & Materials Fund$363K0.28%Not reportedNot reportedQ4 2021
SHLDSears Holdings Corp$362K0.28%0.02%NewQ2 2026
CLColgate Palmolive Co$352K0.28%0.00%Not reportedQ4 2021
AMDAdvanced Micro Devices Inc$343K0.27%0.00%Not reportedQ4 2021
TAt&T Inc.$328K0.26%0.00%-0.5%Q4 2021
HDHome Depot, Inc.$321K0.25%0.00%Not reportedQ4 2021
CATCaterpillar Inc$319K0.25%0.00%-4.8%Q4 2021
Q1 2026Reported Apr 20, 202667 positions
AAPLApple Inc.$9.94M8.41%0.00%Not reportedQ4 2021
CVXChevron Corp$7.39M6.25%0.00%Not reportedQ4 2021
UTFCohen & Steers Infrastructure Fund Inc$7.18M6.07%Not reported+6.2%Q4 2021
MSFTMicrosoft Corp$6.1M5.16%0.00%+0.6%Q4 2021
IBMInternational Business Machines Corp$4.54M3.84%0.00%+1.1%Q4 2021
ETYEaton Vance Tax-Managed Diversified Equity Income Fund$3.17M2.68%Not reported-1.5%Q4 2021
EPDEnterprise Products Partners L.P.$2.5M2.12%0.00%+4.8%Q4 2021
PMPhilip Morris International Inc.$1.7M1.43%0.00%Not reportedQ4 2021
SYKStryker Corp$1.31M1.11%0.00%Not reportedQ4 2021
PTYPimco Corporate & Income Opportunity Fund$1.31M1.11%Not reported+15.1%Q4 2021
NVDANvidia Corp$1.31M1.11%0.00%+2.7%Q4 2021
MPLXMPLX LP$1.27M1.08%0.00%+1.8%Q4 2021
XOMExxonMobil Holdings Corp$1.08M0.91%0.00%Not reportedQ4 2021
WFCWells Fargo & Company$1.06M0.89%0.00%+0.1%Q4 2021
ARCCAres Capital Corp$1.01M0.85%0.01%+12.0%Q4 2021
ABBVAbbVie Inc.$882K0.75%0.00%+0.1%Q4 2021
QQQInvesco QQQ Trust, Series 1$865K0.73%Not reported+2.0%Q4 2021
AMZNAmazon Com Inc$800K0.68%0.00%Not reportedQ4 2021
BACBank of America Corp$781K0.66%0.00%0.0%Q4 2021
VZVerizon Communications Inc$772K0.65%0.00%-0.6%Q4 2021
OHIOmega Healthcare Investors Inc$759K0.64%0.01%Not reportedQ4 2021
LLYELI LILLY & Co$727K0.61%0.00%Not reportedQ4 2021
OKEOneok Inc$704K0.60%0.00%Not reportedQ4 2021
WPCW. P. Carey Inc.$651K0.55%0.00%+0.1%Q4 2021
METAMeta Platforms, Inc.$633K0.54%Not reportedNot reportedQ4 2021
BRK.BBerkshire Hathaway Inc$561K0.47%Not reported-9.3%Q4 2021
WMTWalmart Inc.$559K0.47%0.00%Not reportedQ4 2021
TRGPTarga Resources Corp.$497K0.42%0.00%Not reportedQ1 2024
BIOBio-Rad Laboratories, Inc.$478K0.40%0.01%Not reportedQ4 2021
TAt&T Inc.$462K0.39%0.00%+0.1%Q4 2021
ETEnergy Transfer LP$459K0.39%0.00%Not reportedQ4 2021
MRSHMarsh & Mclennan Companies, Inc.$448K0.38%0.00%Not reportedQ4 2021
AMGNAmgen Inc$438K0.37%0.00%Not reportedQ4 2021
CSCOCisco Systems, Inc.$432K0.37%0.00%Not reportedQ4 2021
GOOGLAlphabet Inc.$425K0.36%0.00%+5.4%Q4 2021
LINLinde PLC$424K0.36%0.00%Not reportedQ4 2021
VVisa Inc.$424K0.36%0.00%Not reportedQ4 2021
BABoeing Co$418K0.35%0.00%Not reportedQ4 2021
NJRNew Jersey Resources Corp$408K0.34%0.01%Not reportedQ4 2021
DTEDte Energy Co$402K0.34%0.00%NewQ1 2026
WELLWelltower Inc.$395K0.33%0.00%Not reportedQ2 2024
STXSeagate Technology Holdings plc$392K0.33%0.00%-66.7%Q4 2021
COSTCostco Wholesale Corp$379K0.32%0.00%Not reportedQ4 2021
TGTTarget Corp$370K0.31%0.00%Not reportedQ4 2021
INCMInnocom Technology Holdings, Inc.$345K0.29%0.01%+33.3%Q4 2025
IDEVoya Infrastructure, Industrials & Materials Fund$327K0.28%Not reported+36.4%Q4 2021
CLColgate Palmolive Co$327K0.28%0.00%Not reportedQ4 2021
NEENextera Energy Inc$319K0.27%0.00%Not reportedQ4 2021
ABTAbbott Laboratories$314K0.27%0.00%Not reportedQ4 2021
JNJJohnson & Johnson$306K0.26%0.00%Not reportedQ4 2021
Q4 2025Reported Jan 21, 202662 positions
AAPLApple Inc.$10.6M8.98%0.00%+0.5%Q4 2021
MSFTMicrosoft Corp$7.93M6.68%0.00%+1.3%Q4 2021
UTFCohen & Steers Infrastructure Fund Inc$6.29M5.31%Not reported+1.8%Q4 2021
IBMInternational Business Machines Corp$5.48M4.62%0.00%+2.7%Q4 2021
CVXChevron Corp$5.44M4.59%0.00%-0.4%Q4 2021
ETYEaton Vance Tax-Managed Diversified Equity Income Fund$3.58M3.02%Not reportedNot reportedQ4 2021
EPDEnterprise Products Partners L.P.$2.02M1.71%0.00%Not reportedQ4 2021
PMPhilip Morris International Inc.$1.65M1.39%0.00%Not reportedQ4 2021
SYKStryker Corp$1.41M1.19%0.00%Not reportedQ4 2021
NVDANvidia Corp$1.36M1.15%0.00%+17.6%Q4 2021
WFCWells Fargo & Company$1.24M1.04%0.00%Not reportedQ4 2021
PTYPimco Corporate & Income Opportunity Fund$1.22M1.03%Not reported+8.1%Q4 2021
MPLXMPLX LP$1.17M0.99%0.00%+2.3%Q4 2021
ARCCAres Capital Corp$1.01M0.85%0.01%Not reportedQ4 2021
ABBVAbbVie Inc.$926K0.78%0.00%Not reportedQ4 2021
QQQInvesco QQQ Trust, Series 1$902K0.76%Not reported-5.4%Q4 2021
AMZNAmazon Com Inc$887K0.75%0.00%+9.1%Q4 2021
BACBank of America Corp$881K0.74%0.00%+0.3%Q4 2021
LLYELI LILLY & Co$849K0.72%0.00%Not reportedQ4 2021
STXSeagate Technology Holdings plc$826K0.70%0.00%Not reportedQ4 2021
OHIOmega Healthcare Investors Inc$768K0.65%0.01%Not reportedQ4 2021
XOMExxonMobil Holdings Corp$767K0.65%0.00%Not reportedQ4 2021
METAMeta Platforms, Inc.$731K0.62%Not reported+30.4%Q4 2021
BRK.BBerkshire Hathaway Inc$648K0.55%Not reported-3.0%Q4 2021
VZVerizon Communications Inc$630K0.53%0.00%-7.1%Q4 2021
WPCW. P. Carey Inc.$616K0.52%0.00%-1.5%Q4 2021
OKEOneok Inc$573K0.48%0.00%Not reportedQ4 2021
BIOBio-Rad Laboratories, Inc.$520K0.44%0.01%Not reportedQ4 2021
WMTWalmart Inc.$501K0.42%0.00%Not reportedQ4 2021
VVisa Inc.$492K0.41%0.00%+9.4%Q4 2021
MRSHMarsh & Mclennan Companies, Inc.$479K0.40%0.00%Not reportedQ4 2021
BABoeing Co$456K0.38%0.00%Not reportedQ4 2021
GOOGLAlphabet Inc.$439K0.37%0.00%+5.1%Q4 2021
CSCOCisco Systems, Inc.$429K0.36%0.00%+5.7%Q4 2021
AMGNAmgen Inc$408K0.34%0.00%Not reportedQ4 2021
TAt&T Inc.$395K0.33%0.00%+0.7%Q4 2021
ETEnergy Transfer LP$392K0.33%0.00%Not reportedQ4 2021
ABTAbbott Laboratories$384K0.32%0.00%+3.3%Q4 2021
WELLWelltower Inc.$371K0.31%0.00%Not reportedQ2 2024
TRGPTarga Resources Corp.$366K0.31%0.00%Not reportedQ1 2024
LINLinde PLC$365K0.31%0.00%+4.8%Q4 2021
NJRNew Jersey Resources Corp$342K0.29%0.01%Not reportedQ4 2021
DIVHancock John Patriot Select Dividend Trust$329K0.28%Not reportedNot reportedQ4 2021
COSTCostco Wholesale Corp$328K0.28%0.00%+15.5%Q4 2021
GPCGenuine Parts Co$326K0.27%0.00%Not reportedQ4 2021
CLColgate Palmolive Co$303K0.26%0.00%Not reportedQ4 2021
TGTTarget Corp$298K0.25%0.00%Not reportedQ4 2021
PGPROCTER & GAMBLE Co$282K0.24%0.00%Not reportedQ4 2021
DISWalt Disney Co$277K0.23%0.00%Not reportedQ4 2021
NEENextera Energy Inc$276K0.23%0.00%Not reportedQ4 2021
Q3 2025Reported Nov 12, 202559 positions
AAPLApple Inc.$9.93M8.52%0.00%Not reportedQ4 2021
MSFTMicrosoft Corp$8.38M7.20%0.00%Not reportedQ4 2021
UTFCohen & Steers Infrastructure Fund Inc$6.36M5.46%Not reported+1.5%Q4 2021
CVXChevron Corp$5.57M4.78%0.00%-3.3%Q4 2021
IBMInternational Business Machines Corp$5.09M4.37%0.00%Not reportedQ4 2021
ETYEaton Vance Tax-Managed Diversified Equity Income Fund$3.71M3.19%Not reported-1.9%Q4 2021
EPDEnterprise Products Partners L.P.$1.97M1.69%0.00%+5.0%Q4 2021
PMPhilip Morris International Inc.$1.66M1.43%0.00%Not reportedQ4 2021
SYKStryker Corp$1.48M1.27%0.00%Not reportedQ4 2021
PTYPimco Corporate & Income Opportunity Fund$1.26M1.09%Not reported+6.7%Q4 2021
NVDANvidia Corp$1.16M1.00%0.00%Not reportedQ4 2021
WFCWells Fargo & Company$1.11M0.95%0.00%Not reportedQ4 2021
MPLXMPLX LP$1.07M0.92%0.00%+4.9%Q4 2021
ARCCAres Capital Corp$1.02M0.87%0.01%-1.5%Q4 2021
ABBVAbbVie Inc.$938K0.81%0.00%Not reportedQ4 2021
QQQInvesco QQQ Trust, Series 1$932K0.80%Not reportedNot reportedQ4 2021
BACBank of America Corp$824K0.71%0.00%Not reportedQ4 2021
AMZNAmazon Com Inc$773K0.66%0.00%+6.8%Q4 2021
VZVerizon Communications Inc$732K0.63%0.00%-4.0%Q4 2021
OHIOmega Healthcare Investors Inc$731K0.63%0.01%Not reportedQ4 2021
XOMExxonMobil Holdings Corp$719K0.62%0.00%-13.4%Q4 2021
STXSeagate Technology Holdings plc$708K0.61%0.00%Not reportedQ4 2021
BRK.BBerkshire Hathaway Inc$669K0.57%Not reported+9.0%Q4 2021
WPCW. P. Carey Inc.$657K0.56%0.00%-12.9%Q4 2021
METAMeta Platforms, Inc.$623K0.54%Not reportedNot reportedQ4 2021
LLYELI LILLY & Co$603K0.52%0.00%Not reportedQ4 2021
OKEOneok Inc$569K0.49%0.00%Not reportedQ4 2021
MRSHMarsh & Mclennan Companies, Inc.$520K0.45%0.00%Not reportedQ4 2021
BIOBio-Rad Laboratories, Inc.$481K0.41%0.01%Not reportedQ4 2021
WMTWalmart Inc.$464K0.40%0.00%Not reportedQ4 2021
BABoeing Co$453K0.39%0.00%Not reportedQ4 2021
TAt&T Inc.$446K0.38%0.00%Not reportedQ4 2021
VVisa Inc.$438K0.38%0.00%+6.8%Q4 2021
ETEnergy Transfer LP$408K0.35%0.00%Not reportedQ4 2021
ABTAbbott Laboratories$397K0.34%0.00%Not reportedQ4 2021
LINLinde PLC$388K0.33%0.00%Not reportedQ4 2021
GPCGenuine Parts Co$367K0.32%0.00%Not reportedQ4 2021
CSCOCisco Systems, Inc.$361K0.31%0.00%Not reportedQ4 2021
NJRNew Jersey Resources Corp$357K0.31%0.01%Not reportedQ4 2021
WELLWelltower Inc.$356K0.31%0.00%Not reportedQ2 2024
AMGNAmgen Inc$351K0.30%0.00%Not reportedQ4 2021
HDHome Depot, Inc.$346K0.30%0.00%Not reportedQ4 2021
NFLXNetflix Inc$338K0.29%0.00%Not reportedQ4 2021
DIVHancock John Patriot Select Dividend Trust$336K0.29%Not reportedNot reportedQ4 2021
TRGPTarga Resources Corp.$332K0.29%0.00%-11.1%Q1 2024
GOOGLAlphabet Inc.$324K0.28%0.00%Not reportedQ4 2021
CLColgate Palmolive Co$307K0.26%0.00%Not reportedQ4 2021
COSTCostco Wholesale Corp$305K0.26%0.00%Not reportedQ4 2021
PGPROCTER & GAMBLE Co$302K0.26%0.00%Not reportedQ4 2021
DISWalt Disney Co$278K0.24%0.00%Not reportedQ4 2021
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