Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: C2C Wealth Management LLC
  City: MANSFIELD
  State: MA
  Zip: 02048
   
Achive data
  View Filing Period:
  
 
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

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 21     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 94 Closed $523.30 $0 0 0% -2,724,000 -5,715 0    Closed - End Fund - E...
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 100 Closed $913.56 $0 0 0% -856,000 -1,728 0    Semiconductor - Speci...
   (AOR)1 Year Chart         AOR iShares Core Growth Allocat... 87 Closed $55.56 $0 0 0% -404,000 -7,575 0    Closed - End Fund - Debt
   (INTC)1 Year Chart         INTC Intel Corp 106 Closed $31.05 $0 0 0% -207,000 -4,117 0    Semiconductor- Broad...
   (ALL)1 Year Chart         ALL Allstate Corp 93 Closed $169.08 $0 0 0% -661,000 -4,730 0    Property & Casualty I...
   (NFLX)1 Year Chart         NFLX Netflix Inc 99 Closed $613.66 $0 0 0% -308,000 -627 0    Music & Video Stores
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust 86 Closed $218.09 $0 0 0% -635,000 -3,315 0    Closed - End Fund - E...
   (HWM)1 Year Chart         HWM Howmet Aerospace Inc 105 Closed $80.88 $0 0 0% -417,000 -7,700 0    Aluminum
   (ASML)1 Year Chart         ASML ASML Holding N.V. (ADR) 92 Closed $0.00 $0 0 0% -2,046,000 -2,700 0    Semiconductor Equipme...
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc 98 Closed $513.88 $0 0 0% -262,000 -500 0    Health Care Plans
   (LOW)1 Year Chart         LOW Lowes Companies Inc 104 Closed $231.58 $0 0 0% -252,000 -1,131 0    Home Improvement Stores
   (DIA)1 Year Chart         DIA Diamonds Trust 91 Closed $395.58 $0 0 0% -218,000 -578 0    Closed - End Fund - E...
   (MS)1 Year Chart         MS Morgan Stanley 97 Closed $99.38 $0 0 0% -469,000 -5,005 0    Investment Brokerage ...
   (PFE)1 Year Chart         PFE Pfizer Inc 103 Closed $28.38 $0 0 0% -434,000 -16,076 0    Drug Manufacturers - ...
   (HON)1 Year Chart         HON Honeywell International Inc 90 Closed $203.21 $0 0 0% -389,000 -1,862 0    Conglomerates
   (GLW)1 Year Chart         GLW Corning Inc 96 Closed $34.95 $0 0 0% -306,000 -10,000 0    Communication Equipment
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 102 Closed $151.38 $0 0 0% -338,000 -2,161 0    Drug Manufacturers - ...
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 89 Closed $170.34 $0 0 0% -425,000 -3,034 0    Search Engines & Info...
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 95 Closed $338.57 $0 0 0% -291,000 -956 0    Closed - End Fund - E...
   (ADBE)1 Year Chart         ADBE Adobe Systems Inc 101 Closed $475.95 $0 0 0% -298,000 -500 0    Application Software
   (DAL)1 Year Chart         DAL Delta Air Lines Inc 88 Closed $46.55 $0 0 0% -203,000 -5,000 0    Major Airlines

      21 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results