Fullcircle Wealth LLC Purchases in Q2 2025

Fullcircle Wealth LLC

  • $242 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
C
Citigroup Inc

Financial Services
111
+ 0.85%
$58.13 - $85.12 $6.45K - $9.45K
13.1K $1.11M
XEL
Xcel Energy Inc

Utilities
2.79K
New
$65.65 - $72.39 $183K - $202K
2.79K $190K
EFG
Msci Eafe Growth ETF

ETFs
590
+ 5.68%
$89.8 - $112.0 $53K - $66.1K
11K $1.23M
CGDV
Capital Group Divid Value ETF

ETFs
995
+ 2.65%
$31.93 - $39.49 $31.8K - $39.3K
38.5K $1.52M
ASML
Asml Holding Nv

Technology
44
+ 4.2%
$595.37 - $815.24 $26.2K - $35.9K
1.09K $875K
CSGP
Costar Group, Inc.

Real Estate
2.2K
New
$72.62 - $83.22 $159K - $183K
2.2K $176K
PAA
Plains All American Pipeline LP

Energy
10.9K
+ 69.46%
$16.03 - $20.28 $174K - $221K
26.5K $486K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
28.6K
+ 37.87%
$4.83 - $5.39 $138K - $154K
104K $561K
NOW
Service Now, Inc.

Technology
46
+ 10.29%
$721.65 - $1040.18 $33.2K - $47.8K
493 $506K
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
1.2K
+ 15.6%
$50.48 - $64.85 $60.7K - $78K
8.91K $578K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
337
+ 20.66%
$180.84 - $240.32 $60.9K - $81K
1.97K $472K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.41K
+ 41.83%
$97.29 - $105.63 $137K - $149K
4.78K $485K
VOD
Vodafone Group Public LTD CO

Communication Services
1.79K
+ 1.98%
$8.19 - $10.66 $14.7K - $19.1K
92.6K $987K
THO
Thor Industries Inc

Consumer Cyclical
130
+ 1.36%
$64.83 - $89.72 $8.43K - $11.7K
9.71K $862K
UL
Unilever PLC

Consumer Defensive
680
+ 1.2%
$57.9 - $65.43 $39.4K - $44.5K
57.1K $3.49M
ELV
Elevance Health, Inc.

Healthcare
530
+ 31.47%
$372.27 - $452.69 $197K - $240K
2.21K $861K
MBB
Ishares Tr

ETFs
1.35K
+ 9.96%
$91.41 - $94.22 $123K - $127K
14.9K $1.4M
BDX
Becton Dickinson & CO

Healthcare
1.08K
+ 103.73%
$165.15 - $226.42 $179K - $245K
2.13K $366K
EMR
Emerson Electric CO

Industrials
40
+ 0.78%
$94.15 - $133.33 $3.77K - $5.33K
5.16K $688K
GOOG
Alphabet Inc.

Communication Services
137
+ 3.03%
$146.58 - $180.01 $20.1K - $24.7K
4.66K $826K
SHOP
Shopify Inc.

Technology
296
+ 6.98%
$76.89 - $115.35 $22.8K - $34.1K
4.54K $523K
MGA
Magna International Inc

Consumer Cyclical
344
+ 1.68%
$30.82 - $38.61 $10.6K - $13.3K
20.8K $802K
GD
General Dynamics Corp

Industrials
101
+ 2.49%
$247.68 - $291.66 $25K - $29.5K
4.16K $1.21M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
137
+ 3.51%
$82.32 - $112.47 $11.3K - $15.4K
4.04K $454K
SOFI
So Fi Technologies, Inc.

Financial Services
100
+ 0.75%
$9.5 - $18.21 $950 - $1.82K
13.4K $244K
ET
Energy Transfer LP

Energy
5.25K
+ 18.29%
$15.65 - $18.93 $82.2K - $99.4K
34K $615K
CSCO
Cisco Systems, Inc.

Technology
379
+ 5.39%
$53.19 - $69.38 $20.2K - $26.3K
7.41K $513K
OEF
Ishares S&P 100 ETF

ETFs
261
+ 7.42%
N/A
3.78K $1.01M
FNV
Franco Nevada Corp

Basic Materials
44
+ 0.49%
$143.04 - $178.17 $6.29K - $7.84K
9.01K $1.48M
ITT
Itt Inc.

Industrials
109
+ 6.53%
$112.67 - $157.95 $12.3K - $17.2K
1.78K $278K
MRVL
Marvell Technology, Inc.

Technology
100
+ 2.9%
$49.38 - $79.97 $4.94K - $8K
3.55K $274K
LLY
Eli Lilly & CO

Healthcare
151
+ 12.24%
$713.71 - $898.95 $108K - $136K
1.39K $1.08M
MA
Mastercard Inc

Financial Services
20
+ 0.6%
$479.92 - $590.74 $9.6K - $11.8K
3.37K $1.89M
HUBB
Hubbell Inc

Industrials
5
+ 0.71%
$315.94 - $408.41 $1.58K - $2.04K
709 $289K
PG
Procter & Gamble CO

Consumer Defensive
489
+ 24.06%
$157.66 - $172.39 $77.1K - $84.3K
2.52K $401K
PH
Parker Hannifin Corp

Industrials
29
+ 7.86%
$517.23 - $700.54 $15K - $20.3K
398 $277K
GM
General Motors CO

Consumer Cyclical
349
+ 2.17%
$42.48 - $50.46 $14.8K - $17.6K
16.4K $808K
ABT
Abbott Laboratories

Healthcare
55
+ 0.4%
$123.95 - $138.08 $6.82K - $7.59K
13.8K $1.87M
EMB
Ishares Tr

ETFs
486
+ 16.83%
$86.54 - $92.62 $42.1K - $45K
3.37K $312K
XCCC
Bondbloxx ETF Tr Ccc Rated Usd

ETFs
585
+ 2.06%
$34.58 - $38.82 $20.2K - $22.7K
28.9K $1.12M
RMD
Resmed Inc

Healthcare
69
+ 7.13%
$204.54 - $258.0 $14.1K - $17.8K
1.04K $267K
SYK
Stryker Corp

Healthcare
84
+ 10.97%
$337.37 - $395.63 $28.3K - $33.2K
850 $336K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
104
+ 8.06%
$153.22 - $199.8 $15.9K - $20.8K
1.39K $261K
TJX
Tjx Companies Inc

Consumer Cyclical
219
+ 2.33%
$119.13 - $135.03 $26.1K - $29.6K
9.63K $1.19M
SPGI
S&P Global Inc.

Financial Services
18
+ 1.04%
$438.31 - $527.29 $7.89K - $9.49K
1.75K $921K
LDOS
Leidos Holdings, Inc.

Technology
11
+ 0.62%
$132.9 - $160.3 $1.46K - $1.76K
1.77K $279K
FELE
Franklin Electric CO Inc

Industrials
544
+ 23.68%
$84.21 - $95.87 $45.8K - $52.2K
2.84K $254K
CSL
Carlisle Companies Inc

Industrials
45
+ 6.72%
$317.1 - $408.5 $14.3K - $18.4K
715 $266K
NSC
Norfolk Southern Corp

Industrials
74
+ 7.61%
$206.34 - $257.46 $15.3K - $19.1K
1.05K $267K
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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