C2C Wealth Management, LLC

13F Portfolio Filings

Latest portfolio report
Q1 2024 - Apr 29, 2024
Value $
$101M
Signature - Title
Kevin Groman - Chief Compliance Officer
Location
272 Chauncy Street, Mansfield, Massachusetts
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2024 85 $101M +$3.47M -$23.9M -$20.4M AAPL, MSFT, IVV, CVX, UTF, IWM 13F-HR 4/29/2024, 12:32 PM
Q4 2023 103 $118M +$1.39M -$600M -$598M AAPL, MSFT, CVX, IVV, UTF, IWM 13F-HR 2/13/2024, 02:00 PM
Q3 2023 230 $703M +$11.6M -$13.1M -$1.52M KLAC, AAPL, SO, MSFT, CVX, SPY 13F-HR 10/10/2023, 08:59 PM
Q2 2023 241 $755M +$19.3M -$10.3M +$8.94M KLAC, AAPL, SO, MSFT, SPY, CVX 13F-HR 7/20/2023, 10:21 AM
Q1 2023 237 $620M +$72.2M -$2.2M +$70M KLAC, AAPL, SO, MSFT, CVX, CSCO 13F-HR 5/15/2023, 01:47 PM
Q4 2022 173 $577M +$4.83M -$15.7M -$10.8M KLAC, SO, AAPL, CVX, MSFT, IVV 13F-HR 2/7/2023, 07:41 PM
Q3 2022 172 $511M +$2.73M -$5.88M -$3.14M KLAC, AAPL, SO, CVX, MSFT, SPY 13F-HR 10/11/2022, 07:48 PM
Q2 2022 186 $546M +$8.68M -$9.29M -$607K KLAC, SO, AAPL, MSFT, CVX, SPY 13F-HR 7/21/2022, 08:38 PM
Q1 2022 206 $587M +$6.86M -$20.9M -$14.1M KLAC, AAPL, SO, MSFT, CVX, SPY 13F-HR 4/29/2022, 08:03 AM
Q4 2021 226 $696M KLAC, AAPL, SO, MSFT, SPY, IVV 13F-HR 2/23/2022, 08:13 AM