Fullcircle Wealth LLC Purchases and Sells in Q2 2025

Fullcircle Wealth LLC

$242 Million
Q2 2025

Top Buys

Incresed Positions

149 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	343 + 2.2%	$354.56 - $497.45 $122K - $171K	15.9K $7.93M
EFV	20.2K + 61.63%	$52.4 - $64.65 $1.06M - $1.3M	52.9K $3.36M
IEMG	19.8K + 128.11%	N/A	35.2K $1.89M
IVE	3.23K + 28.84%	$168.34 - $195.42 $543K - $631K	14.4K $2.82M
QUAL	2.54K + 14.23%	$152.42 - $182.82 $387K - $464K	20.4K $3.73M
DYNF	4.74K + 8.15%	$43.53 - $54.46 $206K - $258K	62.9K $3.43M

New Holdings

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
HYG	86.6K New	$75.75 - $80.65 $6.56M - $6.98M	86.6K $6.98M
JNK	34.6K New	$91.23 - $97.27 $3.16M - $3.37M	34.6K $3.37M
XBB	44K New	$38.95 - $41.19 $1.71M - $1.81M	44K $1.81M
IAGG	21.4K New	$50.09 - $51.09 $1.07M - $1.09M	21.4K $1.09M
META	1.32K New	$484.66 - $738.09 $640K - $974K	1.32K $974K
SJNK	26.3K New	$24.12 - $25.48 $635K - $671K	26.3K $671K

Top Sells

Reduced Positions

53 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BIL	-48.6K - 69.69%	$91.43 - $91.74 $4.44M - $4.45M	21.1K $1.94M
JPST	-25.8K - 85.38%	$50.36 - $50.68 $1.3M - $1.31M	4.42K $223K
SPLG	-21.5K - 44.82%	$58.41 - $72.69 $1.26M - $1.56M	26.5K $1.93M
IVV	-2.47K - 42.06%	$498.8 - $620.9 $1.23M - $1.53M	3.4K $2.11M
AAPL	-3.72K - 15.82%	$172.42 - $223.89 $642K - $833K	19.8K $4.06M
GBIL	-6.48K - 14.3%	$99.83 - $100.19 $647K - $649K	38.8K $3.89M

Activity Summary All Purchases 180 New Holdings 31 Increased Positions 149 All Sells 53 Reductions 53 Sold out 0 Calls 0 Puts 0

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