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  Name: C2C Wealth Management LLC
  City: MANSFIELD
  State: MA
  Zip: 02048
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $100,813,000
  Total Value Change : $-17,168,000
  Securities Held Change : -19
   
All Securities Held : 85
  New Positions : 2
  Closed Positions : 21
  Increased Positions : 8
  Unchanged Positions : 32
  Decreased Positions : 43

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Holdings Found : 2     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (TRGP)1 Year Chart         TRGP Targa Resources Corp. 77 New $114.43 $250,000 2,232 0.25% 250,000 2,232 0.001    Gas Utilities
   (AMD)1 Year Chart         AMD Advanced Micro Devices Inc 83 New $153.16 $201,000 1,111 0.2% 201,000 1,111 0    Semiconductor- Broad...

      2 Records Found
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