C2C Wealth Management, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 14, 2024
Value $
$107M
Signature - Title
Kevin Groman - Chief Compliance Officer
Location
Scottsdale, AZ
Summary
This page shows a list of all the recent 13F filings made by C2C Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. C2C Wealth Management, LLC reported 87 stock holdings with total value $107M as of Q3 2024. Top holdings included AAPL, IVV, MSFT, UTF, and CVX.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 87 $107M +$2.7M -$1.87M +$829K AAPL, IVV, MSFT, UTF, CVX 13F-HR 11/14/2024, 11:43 AM
Q2 2024 81 $102M +$869K -$1.35M -$486K AAPL, MSFT, IVV, CVX, UTF 13F-HR 8/13/2024, 04:42 PM
Q1 2024 85 $101M +$3.47M -$23.9M -$20.4M AAPL, MSFT, IVV, CVX, UTF 13F-HR 4/29/2024, 12:32 PM
Q4 2023 104 $118M +$1.39M -$600M -$599M AAPL, MSFT, CVX, IVV, UTF 13F-HR 2/13/2024, 02:00 PM
Q3 2023 231 $704M +$11.6M -$13.1M -$1.55M KLAC, AAPL, SO, MSFT, CVX 13F-HR 10/10/2023, 08:59 PM
Q2 2023 247 $756M +$19.3M -$10.3M +$8.95M KLAC, AAPL, SO, MSFT, SPY 13F-HR 7/20/2023, 10:21 AM
Q1 2023 237 $619M +$70.6M -$3.95M +$66.7M KLAC, AAPL, SO, MSFT, CVX 13F-HR 5/15/2023, 01:47 PM
Q4 2022 173 $575M +$4.28M -$19M -$14.7M KLAC, SO, AAPL, CVX, MSFT 13F-HR 2/7/2023, 08:41 PM
Q3 2022 172 $511M +$2.73M -$10.6M -$7.91M KLAC, AAPL, SO, CVX, MSFT 13F-HR 10/11/2022, 07:48 PM
Q2 2022 186 $544M +$6.58M -$16.7M -$10.1M KLAC, SO, AAPL, MSFT, CVX 13F-HR 7/21/2022, 08:38 PM
Q1 2022 205 $587M +$6.56M -$30.5M -$24M KLAC, AAPL, SO, MSFT, CVX 13F-HR 4/29/2022, 08:03 AM
Q4 2021 222 $696M $0 $0 KLAC, AAPL, SO, MSFT, SPY 13F-HR 2/23/2022, 09:13 AM