StockDriftsStockDriftsTop 50 C2C Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 8.41% | 39.2K | $9.9M | +0.00%(+0) | $159.42(+87.48%) | 2026-03-31 | |
| IVV | ISHARES TR | 7.21% | 13.1K | $8.5M | +0.56%(+73) | $463.24(+60.98%) | 2026-03-31 | |
| CVX | CHEVRON CORPORATION | 6.25% | 35.7K | $7.4M | +0.00%(+0) | $118.07(+57.53%) | 2026-03-31 | |
| UTF | COHEN & STEERS INFRASTRUCTUR | 6.07% | 277.4K | $7.2M | +6.24%(+16.30K) | $26.32(+2.60%) | 2026-03-31 | |
| XLK | SELECT SECTOR SPDR TR | 5.22% | 46.4K | $6.2M | +0.80%(+369) | $83.49(+111.82%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 5.16% | 16.5K | $6.1M | +0.56%(+92) | $309.82(+30.79%) | 2026-03-31 | |
| IWM | ISHARES TR | 4.25% | 20.2K | $5.0M | -1.25%(-256) | $217.20(+30.14%) | 2026-03-31 | |
| IBM | INTERNATIONAL BUSINESS MACHS | 3.84% | 18.7K | $4.5M | +1.10%(+204) | $139.32(+54.06%) | 2026-03-31 | |
| IJH | ISHARES TR | 2.79% | 48.9K | $3.3M | -2.69%(-1.35K) | $54.53(+34.10%) | 2026-03-31 | |
| ETY | EATON VANCE TAX-MANAGED DIVE | 2.68% | 230.1K | $3.2M | -1.50%(-3.50K) | $13.94(+7.87%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.77% | +71.81% |
| Top 20 Holdings Unweighted | +12.34% | +41.79% |
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