CIK 1868903
C2C Wealth Management, LLC
Institutional 13F holdings & portfolio
Holdings
87
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 51–87 of 87
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GOOGL | ALPHABET INC | 1K | $100K–$500K | SH |
| CSCO | CISCO SYS INC | 6K | $100K–$500K | SH |
| AMGN | AMGEN INC | 1K | $100K–$500K | SH |
| T | AT&T INC | 16K | $100K–$500K | SH |
| ET | ENERGY TRANSFER L P | 24K | $100K–$500K | SH |
| ABT | ABBOTT LABS | 3K | $100K–$500K | SH |
| WELL | WELLTOWER INC | 2K | $100K–$500K | SH |
| TRGP | TARGA RES CORP | 2K | $100K–$500K | SH |
| LIN | LINDE PLC | 856 | $100K–$500K | SH |
| NJR | NEW JERSEY RES CORP | 7K | $100K–$500K | SH |
| DIV | GLOBAL X FDS | 19K | $100K–$500K | SH |
| COST | COSTCO WHSL CORP NEW | 380 | $100K–$500K | SH |
| GPC | GENUINE PARTS CO | 3K | $100K–$500K | SH |
| XLV | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| CL | COLGATE PALMOLIVE CO | 4K | $100K–$500K | SH |
| TGT | TARGET CORP | 3K | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 2K | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 2K | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC | 3K | $100K–$500K | SH |
| IGSB | ISHARES TR | 5K | $100K–$500K | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 3K | $100K–$500K | SH |
| NFLX | NETFLIX INC | 3K | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON | 1K | $100K–$500K | SH |
| NBY | NOVABAY PHARMACEUTICALS INC | 45K | $100K–$500K | SH |
| INCM | FRANKLIN TEMPLETON ETF TR | 9K | $100K–$500K | SH |
| HD | HOME DEPOT INC | 704 | $100K–$500K | SH |
| MBB | ISHARES TR | 3K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 4K | $100K–$500K | SH |
| IDE | VOYA INFRASTRUCTURE INDLS & | 19K | $100K–$500K | SH |
| PFF | ISHARES TR | 8K | $100K–$500K | SH |
| EQR | EQUITY RESIDENTIAL | 4K | $100K–$500K | SH |
| MRK | MERCK & CO INC | 2K | $100K–$500K | SH |
| VO | VANGUARD INDEX FDS | 772 | $100K–$500K | SH |
| PEP | PEPSICO INC | 1K | $100K–$500K | SH |
| JPM | JPMORGAN CHASE & CO. | 622 | $100K–$500K | SH |
| PBYI | PUMA BIOTECHNOLOGY INC | 23K | $100K–$500K | SH |
| INVE | IDENTIV INC | 10K | $15K–$50K | SH |