Fullcircle Wealth LLC Purchases in Q2 2025

Fullcircle Wealth LLC

  • $242 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UGI
Ugi Corp

Utilities
80
+ 0.83%
$30.18 - $36.59 $2.41K - $2.93K
9.77K $355K
AME
Ametek Inc

Industrials
121
+ 9.3%
$151.41 - $182.75 $18.3K - $22.1K
1.42K $257K
GWW
W.W. Grainger, Inc.

Industrials
20
+ 8.7%
$919.93 - $1101.66 $18.4K - $22K
250 $260K
ICE
Intercontinental Exchange, Inc.

Financial Services
89
+ 6.01%
$151.62 - $183.47 $13.5K - $16.3K
1.57K $287K
STE
Steris PLC

Healthcare
70
+ 6.72%
$208.55 - $252.55 $14.6K - $17.7K
1.11K $267K
ABNB
Airbnb, Inc.

Consumer Cyclical
5
+ 0.21%
$105.69 - $140.64 $528 - $703
2.35K $310K
IR
Ingersoll Rand Inc.

Industrials
243
+ 8.23%
$66.75 - $84.94 $16.2K - $20.6K
3.19K $265K
GGG
Graco Inc

Industrials
248
+ 9.2%
$74.02 - $87.26 $18.4K - $21.6K
2.94K $253K
NGG
National Grid PLC

Utilities
21
+ 0.74%
$62.74 - $74.79 $1.32K - $1.57K
2.85K $211K
TDY
Teledyne Technologies Inc

Technology
37
+ 7.57%
$435.54 - $512.31 $16.1K - $19K
526 $269K
CI
Cigna Corp

Healthcare
69
+ 9.08%
$301.89 - $340.04 $20.8K - $23.5K
829 $274K
AMT
American Tower Corp

Real Estate
27
+ 0.56%
$203.96 - $228.19 $5.51K - $6.16K
4.86K $1.08M
BR
Broadridge Financial Solutions, Inc.

Technology
80
+ 7.91%
$217.22 - $246.25 $17.4K - $19.7K
1.09K $265K
FDS
Factset Research Systems Inc

Financial Services
52
+ 10.16%
$398.85 - $473.32 $20.7K - $24.6K
564 $252K
ADP
Automatic Data Processing Inc

Industrials
57
+ 6.61%
$276.76 - $326.81 $15.8K - $18.6K
919 $283K
FCN
Fti Consulting, Inc

Industrials
148
+ 10.65%
$152.87 - $168.51 $22.6K - $24.9K
1.54K $248K
DOX
Amdocs LTD

Technology
217
+ 8.23%
$80.46 - $94.08 $17.5K - $20.4K
2.85K $260K
WSO
Watsco Inc

Industrials
110
+ 23.4%
$421.84 - $520.66 $46.4K - $57.3K
580 $256K
RSG
Republic Services, Inc.

Industrials
55
+ 5.43%
$227.2 - $258.07 $12.5K - $14.2K
1.07K $263K
DRI
Darden Restaurants Inc

Consumer Cyclical
19
+ 1.54%
$186.58 - $225.78 $3.55K - $4.29K
1.26K $273K
CME
Cme Group Inc.

Financial Services
10
+ 0.7%
$252.37 - $290.71 $2.52K - $2.91K
1.45K $398K
PRI
Primerica, Inc.

Financial Services
91
+ 10.83%
$244.39 - $290.62 $22.2K - $26.4K
931 $254K
TSCO
Tractor Supply CO

Consumer Cyclical
434
+ 10.37%
$47.86 - $55.77 $20.8K - $24.2K
4.62K $243K
MSCI
Msci Inc.

Financial Services
2
+ 0.37%
$506.56 - $576.74 $1.01K - $1.15K
546 $314K
WDAY
Workday, Inc.

Technology
2
+ 0.19%
$210.47 - $274.71 $421 - $549
1.05K $251K
ALC
Alcon Inc

Healthcare
281
+ 10.68%
$82.88 - $98.3 $23.3K - $27.6K
2.91K $256K
HD
Home Depot, Inc.

Consumer Cyclical
20
+ 1.26%
$335.24 - $380.78 $6.7K - $7.62K
1.61K $590K
ZTS
Zoetis Inc.

Healthcare
475
+ 5.98%
$144.41 - $170.3 $68.6K - $80.9K
8.42K $1.31M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
2.13K
+ 17.14%
$11.11 - $14.46 $23.6K - $30.7K
14.5K $181K
TXN
Texas Instruments Inc

Technology
13
+ 0.08%
N/A
16.2K $3.15M
Tidal Trust Iii
23
+ 0.16%
N/A
14.1K $0
Blackrock ETF Trust
19.3K
New
N/A
19.3K $0
Blackrock ETF Trust
41.8K
New
N/A
41.8K $0
XTEN
Bondbloxx ETF Tr Bloomberg 10
11.4K
+ 92.16%
N/A
23.8K $0
Strategic Trust
899
+ 1.42%
N/A
64.1K $0
CGMS
Capital Grp Core Plus Income E
4.7K
+ 3.73%
N/A
131K $0
AJG
Arthur J. Gallagher & Co.

Financial Services
60
+ 8.19%
$310.86 - $348.77 $18.7K - $20.9K
793 $253K
Bondbloxx ETF Trust
3.25K
+ 9.36%
N/A
37.9K $0
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
36.5K
New
N/A
36.5K $0
Blackrock ETF Trust Ii
1.57K
+ 8.18%
N/A
20.8K $0
Bondbloxx ETF Trust
35.8K
New
N/A
35.8K $0
Smurfit Westrock PLC
367
+ 2.19%
N/A
17.1K $0
Ge Healthcare Technologies I
80
+ 0.88%
N/A
9.17K $0
Liberty Global LTD
2.51K
+ 4.51%
N/A
58.2K $0
Jacobs Solutions Inc
162
+ 8.74%
N/A
2.02K $0
Managed Portfolio Series
8.46K
+ 9.25%
N/A
99.8K $0
Rb Global Inc
155
+ 6.51%
N/A
2.54K $0
Linde PLC
19
+ 0.97%
N/A
1.99K $0
MDLZ
Mondelez International, Inc.

Consumer Defensive
41
+ 0.47%
$63.54 - $68.5 $2.61K - $2.81K
8.73K $589K
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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