Fullcircle Wealth LLC Purchases in Q2 2025

Fullcircle Wealth LLC

  • $242 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HYG
Ishares Tr

ETFs
86.6K
New
$75.75 - $80.65 $6.56M - $6.98M
86.6K $6.98M
JNK
Spdr Bloomberg High Yield Bond

ETFs
34.6K
New
$91.23 - $97.27 $3.16M - $3.37M
34.6K $3.37M
MSFT
Microsoft Corp

Technology
343
+ 2.2%
$354.56 - $497.45 $122K - $171K
15.9K $7.93M
XBB
Bondbloxx ETF Tr Bb Rated Usd

ETFs
44K
New
$38.95 - $41.19 $1.71M - $1.81M
44K $1.81M
EFV
Msci Eafe Value ETF

ETFs
20.2K
+ 61.63%
$52.4 - $64.65 $1.06M - $1.3M
52.9K $3.36M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
21.4K
New
$50.09 - $51.09 $1.07M - $1.09M
21.4K $1.09M
IEMG
Ishares Inc

ETFs
19.8K
+ 128.11%
N/A
35.2K $1.89M
META
Meta Platforms, Inc.

Communication Services
1.32K
New
$484.66 - $738.09 $640K - $974K
1.32K $974K
IVE
Ishares S&P 500 Value ETF

ETFs
3.23K
+ 28.84%
$168.34 - $195.42 $543K - $631K
14.4K $2.82M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.54K
+ 14.23%
$152.42 - $182.82 $387K - $464K
20.4K $3.73M
DHR
Danaher Corp

Healthcare
3.26K
New
$174.64 - $205.16 $570K - $669K
3.26K $644K
ARW
Arrow Electronics Inc

Technology
4.97K
New
$90.32 - $128.28 $449K - $637K
4.97K $632K
OKE
Oneok Inc

Energy
7.64K
New
$78.71 - $100.37 $601K - $767K
7.64K $623K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
4.74K
+ 8.15%
$43.53 - $54.46 $206K - $258K
62.9K $3.43M
SYY
Sysco Corp

Consumer Defensive
7.1K
New
$68.0 - $75.91 $483K - $539K
7.1K $538K
JPM
Jpmorgan Chase & CO

Financial Services
65
+ 0.7%
$210.28 - $289.91 $13.7K - $18.8K
9.38K $2.72M
APD
Air Products & Chemicals, Inc.

Basic Materials
1.56K
+ 196.97%
$248.61 - $294.96 $388K - $461K
2.36K $664K
APH
Amphenol Corp

Technology
161
+ 1.36%
$59.09 - $98.75 $9.51K - $15.9K
12K $1.18M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
12.1K
New
$26.69 - $33.44 $322K - $403K
12.1K $396K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
14
+ 0.23%
$141.37 - $228.57 $1.98K - $3.2K
6.05K $1.37M
GOOGL
Alphabet Inc.

Communication Services
406
+ 3.12%
$144.7 - $178.6 $58.7K - $72.5K
13.4K $2.36M
ARES
Ares Management Corp

Financial Services
1.26K
+ 35.65%
$118.04 - $175.83 $148K - $221K
4.79K $829K
IEX
Idex Corp

Industrials
1.77K
New
$160.66 - $191.29 $284K - $338K
1.77K $310K
ETN
Eaton Corp PLC

Industrials
6
+ 0.17%
$246.52 - $356.99 $1.48K - $2.14K
3.61K $1.29M
XLG
Invesco Exchange Traded Fd Tr

ETFs
4.44K
+ 56.88%
$40.94 - $52.1 $182K - $231K
12.2K $637K
BSX
Boston Scientific Corp

Healthcare
2.57K
New
$89.7 - $107.41 $231K - $276K
2.57K $276K
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.09K
New
$83.97 - $92.85 $259K - $287K
3.09K $272K
EMGF
Ishares Msci Emerging Markets

ETFs
5.23K
New
$41.37 - $52.07 $216K - $272K
5.23K $272K
ROP
Roper Technologies Inc

Industrials
478
+ 109.38%
$519.19 - $590.78 $248K - $282K
915 $518K
IQV
Iqvia Holdings Inc.

Healthcare
1.6K
New
$137.0 - $174.37 $219K - $279K
1.6K $252K
DECK
Deckers Outdoor Corp

Consumer Cyclical
2.43K
New
$100.44 - $129.37 $244K - $314K
2.43K $250K
SAIA
Saia Inc

Industrials
915
New
$236.65 - $374.8 $217K - $343K
915 $250K
DG
Dollar General Corp

Consumer Defensive
49
+ 0.53%
$86.02 - $114.95 $4.21K - $5.63K
9.26K $1.06M
CRDO
Credo Technology Group Holding LTD

Technology
2.7K
New
$33.3 - $95.05 $89.9K - $257K
2.7K $249K
FLEX
Flex Ltd.

Technology
5K
New
$26.68 - $50.09 $133K - $250K
5K $249K
NVDA
Nvidia Corp

Technology
679
+ 24.11%
$94.31 - $157.99 $64K - $107K
3.5K $552K
ICLR
Icon PLC

Healthcare
1.69K
New
$126.62 - $168.7 $214K - $285K
1.69K $245K
CGXU
Capital Group Intl Focus Equit

ETFs
4.43K
+ 9.97%
$21.44 - $27.35 $94.9K - $121K
48.8K $1.33M
VIS
Vanguard Industrial ETF

ETFs
315
+ 7.21%
$220.04 - $280.07 $69.3K - $88.2K
4.68K $1.31M
AMZN
Amazon Com Inc

Consumer Cyclical
256
+ 4.31%
$167.32 - $223.3 $42.8K - $57.2K
6.2K $1.36M
AXP
American Express CO

Financial Services
30
+ 0.68%
$231.39 - $318.98 $6.94K - $9.57K
4.41K $1.41M
DKNG
Draft Kings Inc.

Consumer Cyclical
5.25K
New
$31.67 - $42.89 $166K - $225K
5.25K $225K
TT
Trane Technologies PLC

Industrials
16
+ 0.74%
$315.21 - $437.41 $5.04K - $7K
2.19K $957K
INTU
Intuit Inc

Technology
194
+ 46.86%
$544.07 - $787.63 $106K - $153K
608 $478K
IDXX
Idexx Laboratories Inc

Healthcare
415
New
$361.04 - $536.34 $150K - $223K
415 $222K
HON
Honeywell International Inc

Industrials
213
+ 2.7%
$182.86 - $232.88 $38.9K - $49.6K
8.09K $1.88M
PIPR
Piper Sandler Companies

Financial Services
734
New
$210.78 - $281.82 $155K - $207K
734 $204K
VUG
Vanguard Growth ETF

ETFs
462
New
$329.49 - $438.4 $152K - $203K
462 $202K
BXSL
Blackstone Secured Lending Fund

Financial Services
8K
+ 26.47%
$26.88 - $32.74 $215K - $262K
38.2K $1.18M
Activity Summary
Buys All Purchases 180 New Holdings 31 Increased Positions 149 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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