test

Kevin Groman

@C2c Wealth Management, Llc

Latest period2024 - Q3ReportedManaged Assets$107.388MTotal holdings87
Assets growth rate5.04%Assets growth rate (2-Q avg)3.23%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in C2c Wealth Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 87 positions.

Assets under management

The assets under management (AUM) of C2c Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 107.388M in assets, with a quarterly growth rate of 5.04% and a 2-quarter average growth rate of 3.23%. The portfolio is managed by Kevin Groman, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -0.49%
8.49%
$9.11M
40,325 shares@ $225.91 avg price
IVVIshares Tr
Recent Activity
Increased 1.69%
6.65%
$7.14M
12,500 shares@ $571.24 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -0.3%
6.13%
$6.578M
16,187 shares@ $406.36 avg price
UTFCohen & Steers Infrastructur
Recent Activity
Decreased -0.48%
5.72%
$6.139M
244,380 shares@ $25.13 avg price
CVXChevron Corp New
Recent Activity
Increased 1.54%
5.51%
$5.915M
39,749 shares@ $148.82 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Increased 2.07%
4.7%
$5.042M
22,685 shares@ $222.24 avg price
IWMIshares Tr
Recent Activity
Increased 0.91%
4.62%
$4.952M
22,739 shares@ $217.77 avg price
IBMInternational Business Machs
Recent Activity
3.48%
$3.727M
18,029 shares@ $206.73 avg price
XETYXEaton Vance Tax-managed Dive
Recent Activity
Increased 0.21%
3.35%
$3.592M
247,394 shares@ $14.53 avg price
IJHIshares Tr
Recent Activity
Increased 0.65%
2.97%
$3.182M
51,410 shares@ $61.9 avg price