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| Name: |
C2C Wealth Management LLC |
| City: |
MANSFIELD |
| State: |
MA |
| Zip: |
02048 |
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data |
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| Holdings
Found :
8 |
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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 |
|
IVV |
iShares Core S&P 500 Etf |
3 |
- |
$523.57 |
$6,371,000 |
12,118 |
6.32% |
659,000 |
194 |
0 |
Closed - End Fund - E... |
|
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UTF |
Cohen & Steers Infrastructu... |
5 |
- |
$23.76 |
$5,815,000 |
246,700 |
5.77% |
726,000 |
9,350 |
0.569 |
Closed - End Fund - E... |
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XLK |
SPDR Technology Sector |
7 |
- |
$206.51 |
$4,613,000 |
22,150 |
4.58% |
438,000 |
525 |
0.007 |
Closed - End Fund - E... |
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IJH |
iShares S&P MidCap 400 Index |
10 |
- |
$59.78 |
$3,138,000 |
51,655 |
3.11% |
249,000 |
41,331 |
0.022 |
Closed - End Fund - E... |
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IJK |
iShares S&P mC400/BARRA GR |
14 |
- |
$89.50 |
$1,772,000 |
19,422 |
1.76% |
230,000 |
140 |
0.018 |
Closed - End Fund - E... |
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ARCC |
Ares Capital Corp |
23 |
- |
$21.14 |
$1,053,000 |
50,600 |
1.04% |
57,000 |
1,000 |
0.012 |
Closed - End Fund - Debt |
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USMV |
iShares MSCI USA Minimum Vo... |
28 |
- |
$0.00 |
$916,000 |
10,965 |
0.91% |
62,000 |
50 |
0 |
N/A |
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QQQ |
Invesco QQQ Trust Series I |
42 |
- |
$443.08 |
$580,000 |
1,307 |
0.58% |
106,000 |
81 |
0 |
Closed - End Fund - Debt |
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