0001951757-24-000392.txt : 20240429 0001951757-24-000392.hdr.sgml : 20240429 20240429123238 ACCESSION NUMBER: 0001951757-24-000392 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240429 DATE AS OF CHANGE: 20240429 EFFECTIVENESS DATE: 20240429 FILER: COMPANY DATA: COMPANY CONFORMED NAME: C2C Wealth Management, LLC CENTRAL INDEX KEY: 0001868903 ORGANIZATION NAME: IRS NUMBER: 814116474 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22314 FILM NUMBER: 24888619 BUSINESS ADDRESS: STREET 1: 272 CHAUNCY STREET CITY: MANSFIELD STATE: MA ZIP: 02048 BUSINESS PHONE: (508) 339-6074 MAIL ADDRESS: STREET 1: 272 CHAUNCY STREET CITY: MANSFIELD STATE: MA ZIP: 02048 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001868903 XXXXXXXX 03-31-2024 03-31-2024 C2C Wealth Management, LLC

272 CHAUNCY STREET MANSFIELD MA 02048

13F HOLDINGS REPORT 028-22314 N Kevin Groman 480-287-2130 Kevin Groman Mansfield MA 04-29-2024 0 85 100811673 false INFORMATION TABLE 2 F_13F_C2C_Q12024.xml GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 1523637 14680 SH SOLE 0 0 14680 BIO RAD LABS INC CL A 090572207 596626 1725 SH SOLE 0 0 1725 META PLATFORMS INC CL A 30303M102 417599 860 SH SOLE 0 0 860 MONDELEZ INTL INC CL A 609207105 441630 6309 SH SOLE 0 0 6309 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 393186 935 SH SOLE 0 0 935 AT&T INC COM 00206R102 278229 15808 SH SOLE 0 0 15808 ABBOTT LABS COM 002824100 336723 2963 SH SOLE 0 0 2963 ABBVIE INC COM 00287Y109 718749 3947 SH SOLE 0 0 3947 ADVANCED MICRO DEVICES INC COM 007903107 200524 1111 SH SOLE 0 0 1111 ALTRIA GROUP INC COM 02209S103 403572 9252 SH SOLE 0 0 9252 AMAZON COM INC COM 023135106 594713 3297 SH SOLE 0 0 3297 AMGEN INC COM 031162100 353978 1245 SH SOLE 0 0 1245 APPLE INC COM 037833100 6948928 40523 SH SOLE 0 0 40523 ARES CAPITAL CORP COM 04010L103 1053492 50600 SH SOLE 0 0 50600 BANK AMERICA CORP COM 060505104 603345 15911 SH SOLE 0 0 15911 BOEING CO COM 097023105 405279 2100 SH SOLE 0 0 2100 CHEVRON CORP NEW COM 166764100 6175360 39149 SH SOLE 0 0 39149 CISCO SYS INC COM 17275R102 262976 5269 SH SOLE 0 0 5269 COHEN & STEERS INFRASTRUCTUR COM 19248A109 5814719 246700 SH SOLE 0 0 246700 COLGATE PALMOLIVE CO COM 194162103 345792 3840 SH SOLE 0 0 3840 COSTCO WHSL CORP NEW COM 22160K105 200008 273 SH SOLE 0 0 273 EATON VANCE TAX-MANAGED DIVE COM 27828N102 3305184 247394 SH SOLE 0 0 247394 ELI LILLY & CO COM 532457108 614588 790 SH SOLE 0 0 790 ENTERPRISE PRODS PARTNERS L COM 293792107 1762355 60396 SH SOLE 0 0 60396 EXXON MOBIL CORP COM 30231G102 815308 7014 SH SOLE 0 0 7014 GENUINE PARTS CO COM 372460105 410564 2650 SH SOLE 0 0 2650 HOME DEPOT INC COM 437076102 327978 855 SH SOLE 0 0 855 INTERNATIONAL BUSINESS MACHS COM 459200101 3442892 18029 SH SOLE 0 0 18029 LXP INDUSTRIAL TRUST COM 529043101 103965 11526 SH SOLE 0 0 11526 MARSH & MCLENNAN 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SOLE 0 0 10400 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 1061677 25206 SH SOLE 0 0 25206 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1859057 44507 SH SOLE 0 0 44507 GLOBAL X FDS GLOBX SUPDV US 37950E291 347800 20000 SH SOLE 0 0 20000 ISHARES TR ISHS 1-5YR INVS 464288646 243683 4752 SH SOLE 0 0 4752 ISHARES TR MBS ETF 464288588 281049 3041 SH SOLE 0 0 3041 ISHARES TR MSCI USA MIN VOL 46429B697 916455 10965 SH SOLE 0 0 10965 INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 46090F100 312386 22522 SH SOLE 0 0 22522 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 279150 3000 SH SOLE 0 0 3000 ISHARES TR PFD AND INCM SEC 464288687 255100 7915 SH SOLE 0 0 7915 ISHARES TR RUS MD CP GR ETF 464287481 252592 2213 SH SOLE 0 0 2213 ISHARES TR RUSSELL 2000 ETF 464287655 4765188 22659 SH SOLE 0 0 22659 ISHARES TR S&P 500 GRWT ETF 464287309 920734 10904 SH SOLE 0 0 10904 ISHARES TR S&P 500 VAL ETF 464287408 621330 3326 SH SOLE 0 0 3326 ISHARES TR S&P MC 400GR ETF 464287606 1772258 19422 SH SOLE 0 0 19422 ISHARES TR S&P MC 400VL ETF 464287705 1665996 14084 SH SOLE 0 0 14084 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 1532539 8334 SH SOLE 0 0 8334 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 360166 2438 SH SOLE 0 0 2438 ISHARES TR SELECT DIVID ETF 464287168 307950 2500 SH SOLE 0 0 2500 EQUITY RESIDENTIAL SH BEN INT 29476L107 232371 3682 SH SOLE 0 0 3682 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 303133 3921 SH SOLE 0 0 3921 LINDE PLC SHS G54950103 379349 817 SH SOLE 0 0 817 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 4613180 22150 SH SOLE 0 0 22150 INVESCO QQQ TR UNIT SER 1 46090E103 580152 1307 SH SOLE 0 0 1307 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 2717458 54165 SH SOLE 0 0 54165 DBX ETF TR XTRACK USD HIGH 233051432 1424508 39891 SH SOLE 0 0 39891