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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 $117,980,984
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 51,710 $10,009,943 8.48%
2.
Microsoft Corp
 MSFT 21,691 $8,140,094 6.89%
3.
Chevron Corp
 CVX 39,582 $5,928,193 5.02%
4.
Ishares Trust
 IEF 11,924 $5,711,596 4.84%
5.
Cohen & Steers Infrastructure Fund Inc
 UTF 237,350 $5,088,784 4.31%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)